Fund Universe

Clearbridge Investments, LLC

CIK 0001348883 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.903
AUM ($M)
120,862
Positions
699
Turnover
0.13
Top-10 wt
26%
Herfindahl
0.011
History (qtrs)
6
Excess Return
-12.2%

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Security type

Holdings · 500 of 743 positions (showing top 500 by weight) · portfolio value $120,862M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA Corp ADD 5.4% +0.5% 6,540.6 32,688,195 +287,942 5
GOOGL funds › Alphabet Inc ADD 3.4% +0.8% 4,119.8 11,527,990 +1,038,530 5
AAPL funds › Apple Inc ADD 3.4% +0.5% 4,112.5 14,212,249 +1,082,054 5
AMZN funds › Amazon.com Inc TRIM 2.4% -0.2% 2,896.5 12,152,646 -2,297,529 5
AVGO funds › Broadcom Inc TRIM 2.3% +0.1% 2,788.7 7,382,405 -944,239 5
TSM funds › Taiwan Semiconductor Manufacturing Co Ltd ADD 1.9% +0.5% 2,340.2 4,900,192 +153,231 5
MSFT funds › Microsoft Corp TRIM 1.9% -1.1% 2,314.9 6,205,738 -3,064,499 5
V funds › Visa Inc TRIM 1.8% +0.1% 2,215.2 6,456,710 -4,096 5
META funds › Meta Platforms Inc TRIM 1.8% -0.6% 2,124.3 3,771,179 -951,168 5
WMB funds › Williams Cos Inc/The ADD 1.5% +0.0% 1,799.9 24,212,067 +973,210 5
ASML funds › ASML Holding NV TRIM 1.5% +0.4% 1,781.4 895,430 -29,041 5
PANW funds › Palo Alto Networks Inc TRIM 1.2% +0.5% 1,417.0 4,155,088 -755,709 5
JPM funds › JPMorgan Chase & Co TRIM 1.1% +0.0% 1,366.3 4,174,142 -141,208 5
JNJ funds › Johnson & Johnson TRIM 1.1% -0.1% 1,357.0 5,343,260 -304,177 5
LIN funds › Linde PLC TRIM 1.1% -0.1% 1,289.3 2,484,494 -186,536 5
TXN funds › Texas Instruments Inc TRIM 1.0% +0.3% 1,255.0 4,210,608 -149,024 5
VRTX funds › Vertex Pharmaceuticals Inc TRIM 1.0% -0.1% 1,163.8 2,342,915 -358,060 5
CUSIP:30231G102 funds › Exxon Mobil Corp ADD 1.0% -0.1% 1,159.7 8,482,267 +1,576,950 5
NFLX funds › Netflix Inc TRIM 0.9% -0.7% 1,142.9 16,007,023 -3,552,339 5
ETN funds › Eaton Corp PLC TRIM 0.9% -0.1% 1,129.0 2,649,571 -519,084 5
GWW funds › WW Grainger Inc TRIM 0.8% +0.0% 1,026.0 754,171 -91,351 5
ANET funds › Arista Networks Inc ADD 0.8% +0.4% 1,020.6 6,007,707 +1,570,465 3 +58.4%
AZN funds › AstraZeneca PLC TRIM 0.8% -0.1% 952.2 5,021,518 -139,159 2 -75.4%
TRV funds › Travelers Cos Inc/The ADD 0.8% +0.1% 928.3 2,812,080 +13,652 5
RTX funds › RTX Corp TRIM 0.7% -0.2% 884.9 4,664,177 -821,877 5
CVS funds › CVS Health Corp TRIM 0.7% +0.2% 883.1 8,536,952 -237,756 5
TSLA funds › Tesla Inc ADD 0.7% +0.2% 862.8 2,051,446 +351,285 5
TMO funds › Thermo Fisher Scientific Inc ADD 0.7% +0.0% 847.8 1,691,069 +80,372 5
UNP funds › Union Pacific Corp TRIM 0.7% +0.0% 817.2 3,004,295 -70,061 5
ETR funds › Entergy Corp ADD 0.7% -0.0% 802.2 6,983,959 +116,463 5
MRSH funds › Marsh & McLennan Cos Inc TRIM 0.6% -0.3% 784.3 4,705,966 -1,717,565 5
SHW funds › Sherwin-Williams Co/The TRIM 0.6% -0.0% 747.5 2,170,897 -169,875 5
APD funds › Air Products and Chemicals Inc TRIM 0.6% -0.0% 744.0 2,537,859 -73,842 5
TEL funds › TE Connectivity plc TRIM 0.6% -0.2% 738.7 3,663,899 -530,800 5
TJX funds › TJX Cos Inc/The TRIM 0.6% -0.2% 712.7 4,704,369 -640,272 5
CNI funds › Canadian National Railway Co ADD 0.6% +0.1% 711.2 5,964,425 +711,429 5
ABNB funds › Airbnb Inc TRIM 0.6% -0.0% 704.9 4,926,192 -699,846 5
BX funds › Blackstone Inc ADD 0.6% +0.3% 695.7 5,912,077 +2,855,787 5
BAC funds › Bank of America Corp TRIM 0.6% +0.0% 684.0 12,003,595 -908,002 5
VMC funds › Vulcan Materials Co TRIM 0.6% +0.0% 678.3 2,299,084 -27,191 5
KO funds › Coca-Cola Co/The ADD 0.6% +0.0% 678.0 8,342,124 +129,566 5
TRP funds › TC Energy Corp ADD 0.5% +0.0% 625.0 9,428,111 +482,977 5
CRWD funds › Crowdstrike Holdings Inc TRIM 0.5% +0.2% 620.2 812,706 -161,904 5
VRT funds › Vertiv Holdings Co TRIM 0.5% -0.1% 619.9 1,851,373 -763,329 5
ORCL funds › Oracle Corp TRIM 0.5% -0.0% 617.7 4,214,719 -3,770 5
PBA funds › Pembina Pipeline Corp ADD 0.5% +0.2% 615.8 13,315,671 +4,870,392 5
AMT funds › American Tower Corp ADD 0.5% -0.0% 612.2 3,742,617 +57,141 5
APO funds › Apollo Global Management Inc TRIM 0.5% +0.0% 609.9 5,155,005 -23,666 5
PSA funds › PUBLIC STORAGE TRIM 0.5% +0.0% 594.1 1,866,427 -10,313 5
LLY funds › Eli Lilly & Co ADD 0.5% +0.1% 580.0 483,528 +16,849 5
PG funds › Procter & Gamble Co/The TRIM 0.5% -0.1% 577.6 3,938,773 -509,618 5
JCI funds › Johnson Controls International plc TRIM 0.5% -0.0% 572.8 3,920,039 -330,587 5
WM funds › Waste Management Inc TRIM 0.4% -0.0% 542.3 2,433,136 -41,502 5
LHX funds › L3Harris Technologies Inc TRIM 0.4% -0.4% 538.8 1,854,032 -908,735 5
MNST funds › Monster Beverage Corp TRIM 0.4% +0.1% 535.3 5,568,869 -326,493 5
OTIS funds › Otis Worldwide Corp ADD 0.4% +0.3% 534.2 7,461,546 +4,770,365 5
SRE funds › Sempra TRIM 0.4% -0.1% 518.8 5,596,056 -180,252 5
MU funds › Micron Technology Inc TRIM 0.4% +0.3% 494.4 428,314 -58,603 5
FCX funds › Freeport-McMoRan Inc TRIM 0.4% -0.2% 489.4 7,782,390 -3,374,438 5
BDX funds › Becton Dickinson & Co TRIM 0.4% -0.2% 489.2 3,232,819 -907,223 5
XPO funds › XPO Inc TRIM 0.4% -0.1% 486.7 2,371,002 -401,654 5
ADP funds › Automatic Data Processing Inc TRIM 0.4% -0.0% 483.7 2,159,968 -238,963 5
ISRG funds › Intuitive Surgical Inc TRIM 0.4% -0.1% 483.4 1,215,674 -149,386 5
PNC funds › PNC Financial Services Group Inc/The TRIM 0.4% +0.0% 477.8 1,940,468 -48,495 5
MET funds › MetLife Inc ADD 0.4% +0.1% 477.3 5,641,529 +491,530 5
COF funds › Capital One Financial Corp ADD 0.4% +0.0% 475.4 2,369,725 +16,690 5
HD funds › Home Depot Inc/The TRIM 0.4% -0.0% 456.0 1,293,053 -73,736 5
TMUS funds › T-Mobile US Inc TRIM 0.4% -0.2% 441.5 2,632,046 -539,884 5
AMD funds › Advanced Micro Devices Inc ADD 0.4% +0.4% 440.1 757,574 +755,051 5
CMCSA funds › Comcast Corp ADD 0.3% -0.1% 422.7 17,220,924 +264,632 5
OKE funds › Oneok Inc TRIM 0.3% -0.0% 410.0 4,716,213 -196,207 5
UBER funds › Uber Technologies Inc TRIM 0.3% -0.0% 393.3 5,450,497 -484,327 5
BEPC funds › Brookfield Renewable Corp ADD 0.3% -0.0% 383.9 10,341,055 +626,217 5
ALNY funds › Alnylam Pharmaceuticals Inc TRIM 0.3% -0.1% 379.1 1,259,483 -96,553 5
SYK funds › Stryker Corp TRIM 0.3% -0.2% 372.6 1,183,466 -516,018 5
PFGC funds › Performance Food Group Co TRIM 0.3% +0.0% 370.7 3,316,236 -393,645 5
VST funds › Vistra Corp TRIM 0.3% -0.0% 366.9 2,313,189 -160,530 5
SNPS funds › Synopsys Inc TRIM 0.3% -0.0% 365.4 819,127 -135,236 5
ENB funds › Enbridge Inc TRIM 0.3% -0.1% 363.5 6,705,691 -1,864,639 5
DIS funds › WALT DISNEY COMPANY TRIM 0.3% -0.1% 348.5 3,620,805 -833,637 5
SHOP funds › Shopify Inc TRIM 0.3% -0.0% 340.8 2,984,845 -56,170 5
CMG funds › Chipotle Mexican Grill Inc TRIM 0.3% -0.0% 340.5 10,014,522 -1,692,296 5
CLH funds › Clean Harbors Inc TRIM 0.3% -0.0% 336.6 1,126,744 -76,033 5
PCG funds › PG&E Corp TRIM 0.3% -0.1% 336.0 19,975,228 -6,006,015 5
POR funds › Portland General Electric Co ADD 0.3% -0.0% 329.8 6,363,146 +367,472 5
CVX funds › Chevron Corp TRIM 0.3% -0.1% 327.8 1,977,543 -331,981 5
HLT funds › Hilton Worldwide Holdings Inc TRIM 0.3% -0.0% 322.9 977,261 -168,209 5
OGE funds › OGE Energy Corp ADD 0.3% +0.0% 320.7 6,589,884 +423,821 5
APP funds › AppLovin Corp TRIM 0.3% +0.0% 314.7 610,724 -98,008 5
NOW funds › ServiceNow Inc TRIM 0.3% -0.1% 314.3 3,166,037 -335,240 5
WMT funds › Walmart Inc TRIM 0.3% -0.0% 314.3 2,775,100 -52,406 5
UNH funds › UnitedHealth Group Inc TRIM 0.3% -0.0% 312.8 752,620 -476,864 5
SOBO funds › South Bow Corp ADD 0.3% +0.0% 312.1 8,855,108 +185,151 5 +17.4%
SNOW funds › Snowflake Inc ADD 0.3% +0.1% 310.8 1,221,293 +185,938 5
ODFL funds › Old Dominion Freight Line Inc TRIM 0.3% +0.0% 306.0 1,412,841 -16,319 5
HLN funds › Haleon PLC ADD 0.2% -0.0% 301.8 32,342,126 +623,401 5
SPCX funds › Space Exploration Technologies Corp NEW 0.2% +0.2% 297.3 1,739,766 +1,739,766 1 -90.9%
DDOG funds › Datadog Inc TRIM 0.2% +0.1% 295.7 1,135,610 -432,114 5
HON funds › Honeywell International Inc NEW 0.2% +0.2% 285.7 1,275,856 +1,275,856 1 -11.2%
HONA funds › Honeywell Aerospace Inc NEW 0.2% +0.2% 285.3 1,290,553 +1,290,553 1 -104.9%
KMI funds › Kinder Morgan Inc TRIM 0.2% -0.0% 284.3 8,893,971 -116,791 5
FANG funds › Diamondback Energy Inc ADD 0.2% +0.2% 281.2 1,599,724 +1,299,939 5
NTRA funds › Natera Inc ADD 0.2% +0.1% 276.4 1,018,325 +125,003 5
CASY funds › Casey's General Stores Inc TRIM 0.2% -0.1% 275.7 346,876 -159,770 5
CEG funds › Constellation Energy Corp ADD 0.2% +0.0% 273.2 1,099,941 +202,599 5 -27.3%
EQT funds › EQT Corp ADD 0.2% -0.0% 271.7 5,109,556 +467,065 5
LSCC funds › Lattice Semiconductor Corp TRIM 0.2% +0.1% 269.8 1,763,890 -172,304 5
ADSK funds › Autodesk Inc TRIM 0.2% -0.1% 266.8 1,372,170 -118,037 5
STX funds › Seagate Technology Holdings PLC ADD 0.2% +0.2% 263.2 272,765 +269,597 5
TKO funds › TKO Group Holdings Inc ADD 0.2% -0.0% 260.3 1,293,178 +6,174 5
RY funds › Royal Bank of Canada TRIM 0.2% +0.0% 259.8 1,262,862 -117,525 5
CP funds › Canadian Pacific Kansas City Ltd ADD 0.2% +0.0% 257.4 2,970,312 +105,764 5
ET funds › Energy Transfer LP ADD 0.2% -0.0% 254.4 13,308,051 +200,000 5
HOOD funds › Robinhood Markets Inc ADD 0.2% +0.1% 253.0 2,522,625 +321,219 5
AXON funds › Axon Enterprise Inc ADD 0.2% +0.1% 249.5 445,112 +72,786 5 -38.7%
WEC funds › WEC Energy Group Inc TRIM 0.2% -0.0% 248.9 2,131,128 -37,563 5
UL funds › Unilever PLC TRIM 0.2% -0.1% 248.6 4,135,829 -1,500,234 3 -30.5%
NEE funds › NextEra Energy Inc TRIM 0.2% -0.1% 246.6 2,809,934 -888,739 5
MCHP funds › Microchip Technology Inc TRIM 0.2% +0.0% 245.2 2,688,525 -726,309 5
INTC funds › Intel Corp TRIM 0.2% +0.1% 240.8 1,724,636 -687,222 5
GXO funds › GXO Logistics Inc TRIM 0.2% -0.0% 239.4 4,721,626 -6,510 5
BRKB funds › Berkshire Hathaway Inc TRIM 0.2% -0.0% 239.0 477,685 -65,081 5
ARGX funds › Argenx SE ADD 0.2% +0.0% 235.4 253,776 +22,420 5
DTM funds › DT Midstream Inc ADD 0.2% +0.2% 234.2 1,595,854 +1,352,416 5
COP funds › ConocoPhillips ADD 0.2% -0.0% 233.0 2,240,996 +174,895 5
TRGP funds › Targa Resources Corp TRIM 0.2% +0.0% 232.8 868,119 -13,308 5
ICE funds › Intercontinental Exchange Inc TRIM 0.2% -0.1% 231.9 1,884,085 -79,787 5
SPOT funds › Spotify Technology SA ADD 0.2% -0.0% 230.0 500,858 +19,658 2 -8.1% re-entry
HWM funds › Howmet Aerospace Inc TRIM 0.2% +0.0% 229.7 854,164 -25,240 5 +33.6%
GOOG funds › Alphabet Inc TRIM 0.2% -0.0% 225.8 639,103 -114,884 5
NET funds › Cloudflare Inc ADD 0.2% +0.2% 223.8 912,622 +900,639 5 +49.7%
BSX funds › Boston Scientific Corp ADD 0.2% +0.1% 219.0 5,130,774 +2,851,356 5
CNP funds › CenterPoint Energy Inc ADD 0.2% -0.0% 216.3 4,910,892 +20,703 4 -12.5%
CRDO funds › Credo Technology Group Holding Ltd ADD 0.2% +0.1% 214.0 786,814 +82,362 4 +101.2%
TD funds › Toronto-Dominion Bank/The TRIM 0.2% +0.0% 210.7 1,746,571 -88,947 5
EIX funds › Edison International ADD 0.2% +0.0% 209.1 2,808,636 +700,084 5
SCHW funds › Charles Schwab Corp/The TRIM 0.2% -0.2% 208.7 2,262,374 -1,694,848 5
CUSIP:75524B104 funds › RBC Bearings Inc TRIM 0.2% -0.0% 207.3 321,833 -46,822 5
ALGM funds › Allegro MicroSystems Inc ADD 0.2% +0.1% 205.1 2,946,239 +82,529 5
SBUX funds › Starbucks Corp TRIM 0.2% +0.0% 202.5 1,981,751 -26,959 5
EPD funds › Enterprise Products Partners LP TRIM 0.2% -0.0% 202.5 5,507,895 -305,589 5
BMO funds › Bank of Montreal ADD 0.2% +0.0% 202.5 1,153,825 +21,665 5
PODD funds › Insulet Corp TRIM 0.2% -0.1% 200.9 1,319,381 -1,645 5
TECK funds › Teck Resources Ltd TRIM 0.2% +0.0% 199.8 3,360,022 -27,582 5
IDXX funds › Idexx Laboratories Inc ADD 0.2% +0.0% 199.8 379,502 +71,025 5
NOK funds › Nokia Oyj NEW 0.2% +0.2% 197.6 14,876,499 +14,876,499 1 -88.0%
EMR funds › Emerson Electric Co TRIM 0.2% -0.0% 192.4 1,343,864 -291,394 5
CWEN funds › Clearway Energy Inc ADD 0.2% -0.0% 191.8 5,612,012 +408,041 5 -9.5%
FWONK funds › Liberty Media Corp-Liberty Formula One ADD 0.2% +0.0% 186.7 1,962,425 +248,672 5
BA funds › Boeing Co/The TRIM 0.2% -0.0% 185.7 857,960 -221,312 5
CRL funds › Charles River Laboratories International Inc ADD 0.1% +0.1% 177.2 781,276 +148,652 5
VIK funds › Vikings Holdings Ltd ADD 0.1% +0.0% 173.6 1,658,853 +169,121 2 +32.4%
FITB funds › Fifth Third Bancorp ADD 0.1% +0.0% 170.3 3,020,589 +40,078 5
FER funds › Ferrovial N.V. TRIM 0.1% -0.0% 169.4 2,469,390 -684,263 5
MTSI funds › MACOM Technology Solutions Holdings Inc NEW 0.1% +0.1% 167.8 441,217 +441,217 1 -63.1%
BURL funds › Burlington Stores Inc ADD 0.1% +0.0% 166.8 526,477 +59,434 5
ARES funds › Ares Management Corp ADD 0.1% +0.0% 166.6 1,496,513 +203,611 5
PAGP funds › Plains GP Holdings LP TRIM 0.1% -0.0% 166.4 6,854,964 -91,118 5
CTAS funds › Cintas Corp TRIM 0.1% -0.0% 165.8 974,860 -112,961 5
MTUM funds › iShares MSCI USA Momentum Factor ETF NEW 0.1% +0.1% 165.7 483,302 +483,302 1 +12.8%
LRCX funds › Lam Research Corp TRIM 0.1% +0.1% 164.1 378,708 -25,507 5
UBS funds › UBS Group AG ADD 0.1% +0.1% 163.3 3,295,070 +3,157,318 5
WTFC funds › Wintrust Financial Corp ADD 0.1% +0.0% 162.0 1,007,925 +50,682 5
LITE funds › Lumentum Holdings Inc NEW 0.1% +0.1% 156.3 182,110 +182,110 1 -3.5%
BNS funds › Bank of Nova Scotia/The TRIM 0.1% +0.0% 156.1 1,813,747 -164,246 5
URI funds › United Rentals Inc TRIM 0.1% +0.0% 154.7 136,534 -9,212 5
MSGS funds › Madison Square Garden Sports Corp TRIM 0.1% -0.0% 149.9 372,957 -80,628 5
BWXT funds › BWX Technologies Inc TRIM 0.1% -0.0% 146.0 750,098 -77,738 5
TGTX funds › TG Therapeutics Inc TRIM 0.1% +0.0% 145.6 2,650,192 -560,738 5
BJ funds › BJ's Wholesale Club Holdings Inc TRIM 0.1% -0.0% 145.5 1,668,287 -70,343 5
TDY funds › Teledyne Technologies Inc TRIM 0.1% -0.0% 144.7 216,953 -28,664 5
CLS funds › Celestica Inc NEW 0.1% +0.1% 143.4 392,982 +392,982 1 -33.2% re-entry
MSCI funds › MSCI Inc TRIM 0.1% -0.1% 143.0 255,427 -108,188 5
MUSA funds › Murphy USA Inc TRIM 0.1% +0.0% 141.8 263,095 -6,080 5
DE funds › Deere & Co TRIM 0.1% -0.0% 141.4 222,924 -29,756 5
XYZ funds › Block Inc ADD 0.1% +0.0% 140.7 1,851,568 +28,809 5
FERG funds › Ferguson Enterprises Inc ADD 0.1% +0.0% 138.6 584,160 +44,692 5
PH funds › Parker-Hannifin Corp TRIM 0.1% -0.1% 137.8 140,855 -184,949 5
GILD funds › Gilead Sciences Inc TRIM 0.1% -0.0% 137.6 1,088,957 -142,193 5
RKLB funds › Rocket Lab Corp ADD 0.1% +0.1% 136.4 1,341,634 +823,548 4 +59.6%
CSCO funds › Cisco Systems Inc ADD 0.1% +0.1% 136.1 1,158,488 +1,141,784 5
SE funds › Sea Ltd TRIM 0.1% -0.0% 135.5 1,414,426 -468,253 5
WSC funds › WillScot Holdings Corp ADD 0.1% +0.0% 132.8 4,601,933 +557,727 5
CTVA funds › Corteva Inc ADD 0.1% -0.0% 132.5 1,563,951 +483 5
MPLX funds › MPLX LP HOLD 0.1% -0.0% 132.0 2,343,689 +0 5
PPL funds › PPL Corp TRIM 0.1% -0.0% 131.9 3,629,343 -8,907 5
APG funds › API Group Corp TRIM 0.1% -0.0% 131.1 3,096,023 -532,461 5
FIX funds › Comfort Systems USA Inc TRIM 0.1% -0.1% 129.6 65,366 -94,595 5
CRBG funds › Corebridge Financial Inc ADD 0.1% +0.0% 128.5 4,489,655 +493,638 5
TLN funds › Talen Energy Corp ADD 0.1% +0.0% 128.2 333,515 +31,551 5
FNV funds › Franco-Nevada Corp TRIM 0.1% -0.0% 127.2 610,251 -18,524 5
RBRK funds › Rubrik Inc ADD 0.1% +0.0% 126.6 1,577,133 +128,839 5
COHR funds › Coherent Corp TRIM 0.1% +0.0% 125.6 318,370 -156,155 5
ECL funds › Ecolab Inc TRIM 0.1% -0.0% 125.6 450,663 -45,236 5
SLB funds › SLB Ltd TRIM 0.1% -0.0% 124.2 2,672,496 -10,288 5
BKR funds › Baker Hughes Co TRIM 0.1% -0.0% 123.5 2,224,563 -62,927 5
GPN funds › Global Payments Inc ADD 0.1% +0.0% 121.1 1,669,451 +616,983 5
MCK funds › McKesson Corp TRIM 0.1% -0.1% 121.1 160,219 -70,464 5
MEDP funds › Medpace Holdings Inc ADD 0.1% +0.0% 119.7 226,104 +50,138 5
AEM funds › Agnico Eagle Mines Ltd TRIM 0.1% -0.3% 119.7 771,508 -1,402,616 5
ESI funds › Element Solutions Inc ADD 0.1% +0.0% 119.5 2,502,525 +741,548 5
FHN funds › First Horizon Corp TRIM 0.1% -0.0% 119.5 4,659,511 -343,086 5
NEM funds › Newmont Corp ADD 0.1% -0.0% 119.0 1,274,083 +168,479 5 +75.7%
WES funds › Western Midstream Partners LP ADD 0.1% +0.0% 118.6 2,711,343 +87,400 5
CWST funds › Casella Waste Systems Inc ADD 0.1% +0.0% 118.3 1,219,835 +78,106 5
DTE funds › DTE Energy Co TRIM 0.1% -0.1% 118.0 774,468 -1,165,565 5
HQY funds › HealthEquity Inc TRIM 0.1% +0.0% 117.1 1,296,765 -13,207 5
HDB funds › HDFC Bank Ltd ADD 0.1% -0.0% 114.8 4,444,517 +48,865 5
BN funds › Brookfield Corp TRIM 0.1% -0.0% 113.9 2,674,360 -87,558 5
MELI funds › MercadoLibre Inc TRIM 0.1% -0.0% 113.9 67,103 -10,054 5
MUFG funds › Mitsubishi UFJ Financial Group Inc TRIM 0.1% -0.0% 113.8 5,723,173 -1,229,935 5
RRX funds › Regal Rexnord Corp TRIM 0.1% +0.0% 113.8 477,645 -796 5
ALC funds › Alcon AG TRIM 0.1% -0.1% 113.1 1,685,161 -692,239 5 -39.2%
CAVA funds › Cava Group Inc TRIM 0.1% -0.0% 110.4 1,406,266 -37,252 5
MLM funds › Martin Marietta Materials Inc TRIM 0.1% -0.0% 110.1 190,867 -23,805 5
TREX funds › Trex Co Inc ADD 0.1% +0.0% 108.5 2,168,849 +47,728 5
ROAD funds › Construction Partners Inc ADD 0.1% +0.0% 108.4 912,417 +69,750 5
SAN funds › Banco Santander SA ADD 0.1% +0.0% 107.4 7,779,747 +49,055 4 +33.2%
LYV funds › Live Nation Entertainment Inc TRIM 0.1% +0.0% 104.3 569,637 -42,015 5
AXP funds › American Express Co TRIM 0.1% -0.0% 101.7 300,573 -33,537 5
FICO funds › Fair Isaac Corp TRIM 0.1% -0.0% 101.3 84,749 -13,055 4 -41.3%
HSBC funds › HSBC Holdings PLC TRIM 0.1% -0.0% 100.6 1,057,593 -482,214 4 +48.2%
UMBF funds › UMB Financial Corp ADD 0.1% +0.0% 99.9 699,624 +50,053 5 +9.1%
BABA funds › Alibaba Group Holding Ltd TRIM 0.1% -0.0% 99.6 1,038,215 -53,643 4 -19.0%
CUSIP:084670108 funds › Berkshire Hathaway Inc TRIM 0.1% -0.1% 98.1 131 -170 5
VRNS funds › Varonis Systems Inc TRIM 0.1% +0.0% 98.0 2,335,072 -25,735 5
W funds › Wayfair Inc ADD 0.1% +0.0% 97.8 1,057,745 +96,632 2 +11.9%
KDP funds › Keurig Dr Pepper Inc ADD 0.1% +0.0% 96.8 2,957,475 +35,957 4 -28.7%
CNQ funds › Canadian Natural Resources Ltd ADD 0.1% -0.2% 96.6 2,446,131 +142,246 5
IBN funds › ICICI Bank Ltd ADD 0.1% +0.0% 96.4 3,320,236 +76,371 4 -30.9%
WCC funds › WESCO International Inc TRIM 0.1% +0.0% 96.1 278,062 -44,310 5
RDNT funds › RadNet Inc ADD 0.1% +0.0% 95.4 1,546,652 +268,112 5
MSI funds › Motorola Solutions Inc TRIM 0.1% -0.0% 94.3 227,081 -29,394 5
GLBE funds › Global-E Online Ltd. ADD 0.1% +0.0% 93.8 2,700,130 +173,072 5
SEI funds › Solaris Energy Infrastructure Inc ADD 0.1% +0.1% 91.6 1,138,159 +1,026,595 2 +16.3%
ELAN funds › Elanco Animal Health Inc TRIM 0.1% -0.0% 91.5 3,716,181 -864,835 5 +37.2%
IP funds › International Paper Co ADD 0.1% +0.0% 91.4 2,397,889 +445,357 5
FAST funds › Fastenal Co ADD 0.1% +0.0% 91.3 1,900,882 +169,529 5
MTZ funds › MasTec Inc NEW 0.1% +0.1% 90.9 218,591 +218,591 1 -90.1%
FN funds › Fabrinet ADD 0.1% +0.0% 90.6 161,224 +25,070 5
MOD funds › Modine Manufacturing Co ADD 0.1% +0.0% 90.0 337,023 +80,460 5
WHD funds › Cactus Inc ADD 0.1% +0.0% 89.9 1,754,155 +124,249 5
PTGX funds › Protagonist Therapeutics Inc ADD 0.1% +0.0% 88.9 725,335 +103,515 3 +101.9%
WCN funds › Waste Connections Inc TRIM 0.1% -0.0% 88.4 530,418 -5,837 5
WPM funds › Wheaton Precious Metals Corp TRIM 0.1% -0.0% 88.0 783,552 -14,903 3 +20.5%
ORLY funds › O'Reilly Automotive Inc TRIM 0.1% -0.0% 87.8 953,449 -114,465 5
P funds › Everpure Inc ADD 0.1% +0.0% 86.4 1,096,240 +383,523 5
HLI funds › Houlihan Lokey Inc ADD 0.1% -0.0% 85.2 635,294 +10,066 5
GPC funds › Genuine Parts Co ADD 0.1% +0.0% 85.0 720,077 +73,009 5
CVE funds › CENOVUS ENERGY INC ADD 0.1% -0.0% 84.0 3,383,955 +174,017 5
AM funds › Antero Midstream Corp TRIM 0.1% -0.0% 83.7 3,679,103 -63,140 5
FDXF funds › Fedex Freight Holding Co Inc NEW 0.1% +0.1% 83.0 549,910 +549,910 1 -29.5%
IFF funds › International Flavors & Fragrances Inc ADD 0.1% +0.0% 82.2 1,037,876 +14,141 5
FTS funds › Fortis Inc/Canada TRIM 0.1% -0.0% 82.1 1,434,665 -43,980 5
BE funds › Bloom Energy Corp TRIM 0.1% -0.1% 81.7 269,956 -1,107,292 5
OMF funds › OneMain Holdings Inc ADD 0.1% +0.0% 81.2 1,331,598 +10,694 5
THC funds › Tenet Healthcare Corp ADD 0.1% +0.0% 80.8 431,796 +188,122 5
AQN funds › Algonquin Power & Utilities Corp ADD 0.1% -0.0% 79.1 13,497,531 +660,696 2 -52.8%
RMBS funds › Rambus Inc ADD 0.1% +0.0% 78.3 589,641 +6,371 2 -33.7%
WING funds › Wingstop Inc TRIM 0.1% -0.0% 77.9 448,957 -53,008 5
RYTM funds › Rhythm Pharmaceuticals Inc ADD 0.1% +0.0% 77.3 696,473 +87,036 5 +44.0%
INSM funds › Insmed Inc ADD 0.1% -0.0% 76.3 715,922 +72,487 5
RBLX funds › ROBLOX Corp TRIM 0.1% -0.0% 76.2 1,401,815 -768,675 5
SGI funds › Somnigroup International Inc ADD 0.1% +0.0% 75.4 961,530 +181,973 3 -53.9%
MIRM funds › Mirum Pharmaceuticals Inc TRIM 0.1% +0.0% 74.9 639,734 -32,136 5
ONON funds › ON Holding AG ADD 0.1% +0.0% 74.3 2,096,535 +127,652 4 -51.1%
BBIO funds › Bridgebio Pharma Inc ADD 0.1% -0.0% 74.0 993,103 +41,903 5 +73.9%
FTNT funds › Fortinet Inc ADD 0.1% +0.0% 73.8 480,269 +5,564 5
MRK funds › Merck & Co Inc TRIM 0.1% -0.0% 72.7 565,690 -12,096 5
KRMN funds › Karman Holdings Inc ADD 0.1% +0.0% 72.6 1,455,031 +940,169 4 +0.6%
ONTO funds › Onto Innovation Inc ADD 0.1% +0.0% 72.3 191,067 +242 5
XMTR funds › Xometry Inc ADD 0.1% +0.0% 71.6 742,196 +34,368 5
BIPC funds › Brookfield Infrastructure Corp ADD 0.1% +0.1% 71.6 1,859,734 +1,815,635 5
LOW funds › Lowe's Cos Inc TRIM 0.1% -0.0% 71.2 322,778 -4,831 5
BUD funds › Anheuser-Busch InBev SA/NV ADD 0.1% +0.1% 71.1 863,168 +761,493 5
CHWY funds › Chewy Inc TRIM 0.1% -0.0% 71.0 3,611,217 -93,016 5
CHDN funds › Churchill Downs Inc ADD 0.1% +0.0% 70.5 786,319 +42,278 5
VVV funds › Valvoline Inc ADD 0.1% +0.0% 69.6 1,760,488 +302,144 5
KNTK funds › Kinetik Holdings Inc ADD 0.1% -0.0% 68.6 1,419,099 +21,170 5
CF funds › CF Industries Holdings Inc ADD 0.1% +0.1% 68.5 632,633 +622,044 2 +32.6%
ACGL funds › Arch Capital Group Ltd ADD 0.1% +0.0% 68.4 704,752 +359,715 5
CBRE funds › CBRE Group Inc ADD 0.1% -0.0% 67.2 499,091 +10,100 5
XBI funds › State Street SPDR S&P Biotech ETF ADD 0.1% +0.0% 67.1 423,739 +6,720 5
CELH funds › Celsius Holdings Inc ADD 0.1% -0.0% 66.9 2,284,333 +279,066 3 -59.9%
IX funds › ORIX Corp ADD 0.1% +0.0% 66.7 1,752,822 +703,278 2 -0.1%
MOGA funds › Moog Inc TRIM 0.1% +0.0% 66.6 157,197 -17,124 5
DLR funds › Digital Realty Trust Inc ADD 0.1% +0.0% 65.3 363,898 +124,394 5
NU funds › Nu Holdings ADD 0.1% -0.0% 64.9 4,855,606 +447,492 3 -27.7%
KTOS funds › Kratos Defense & Security Solutions Inc TRIM 0.1% -0.0% 64.4 1,291,159 -248,229 4 -27.8%
SGRY funds › Surgery Partners Inc TRIM 0.1% +0.0% 64.2 3,823,179 -294,877 5
BLDR funds › Builders FirstSource Inc ADD 0.1% +0.0% 64.2 717,266 +47,762 5
IWM funds › iShares Russell 2000 ETF TRIM 0.1% -0.0% 64.2 213,615 -98,900 2 +5.2%
WAT funds › Waters Corp TRIM 0.1% -0.1% 64.1 170,887 -307,384 2 +35.0%
NCNO funds › nCino Inc ADD 0.1% +0.0% 64.0 3,913,634 +1,799,930 5
TRI funds › Thomson Reuters Corp NEW 0.1% +0.1% 63.5 777,571 +777,571 1 +60.8%
CUSIP:G76279101 funds › Roivant Sciences Ltd. TRIM 0.1% +0.0% 63.1 1,783,075 -222,490 5
SOLS funds › Solstice Advanced Materials Inc TRIM 0.1% -0.0% 62.9 709,894 -108,472 3 +50.0%
MFC funds › Manulife Financial Corp ADD 0.1% +0.0% 62.8 1,549,051 +10,338 5
BROS funds › Dutch Bros Inc ADD 0.1% +0.0% 62.6 871,582 +12,167 5
SONY funds › Sony Group Corp TRIM 0.1% -0.0% 62.2 3,099,508 -1,962,494 5
TU funds › TELUS Corp ADD 0.1% -0.0% 61.8 5,844,602 +678,106 5
PLD funds › ProLogis Inc ADD 0.1% +0.0% 61.4 453,043 +81,095 5
LGN funds › Legence Corp ADD 0.1% +0.0% 61.3 718,840 +317,206 4 +108.7%
PEP funds › PepsiCo Inc TRIM 0.1% -0.0% 60.7 447,978 -50,246 5
MSGE funds › Madison Square Garden Entertainment Corp TRIM 0.0% +0.0% 60.4 747,025 -55,090 5
GKOS funds › Glaukos Corp ADD 0.0% +0.0% 60.2 431,066 +145,015 5
AXSM funds › Axsome Therapeutics Inc ADD 0.0% +0.0% 60.1 245,574 +200,554 5
PAA funds › Plains All American Pipeline LP HOLD 0.0% -0.0% 59.4 2,670,671 +0 5
PJT funds › PJT Partners Inc ADD 0.0% +0.0% 59.4 393,747 +17,011 5
BKNG funds › Booking Holdings Inc ADD 0.0% +0.0% 59.2 332,311 +321,472 5
MDGL funds › Madrigal Pharmaceuticals Inc ADD 0.0% +0.0% 58.7 109,325 +84,878 2 -22.8%
RYAAY funds › Ryanair Holdings PLC ADD 0.0% +0.0% 58.6 905,670 +138,669 3 -29.2%
SRRK funds › Scholar Rock Holding Corp ADD 0.0% +0.0% 58.3 1,059,776 +368,358 5
FOUR funds › Shift4 Payments Inc TRIM 0.0% -0.0% 58.2 1,196,187 -623,192 5
MTDR funds › Matador Resources Co ADD 0.0% -0.0% 57.2 1,148,992 +142,667 5
BCE funds › BCE Inc TRIM 0.0% -0.0% 56.7 2,634,020 -81,145 5
ATI funds › ATI Inc NEW 0.0% +0.0% 55.3 280,386 +280,386 1 +455.3%
VLTO funds › Veralto Corp TRIM 0.0% -0.0% 55.2 622,796 -70,844 5
DOCN funds › DigitalOcean Holdings Inc NEW 0.0% +0.0% 54.9 349,530 +349,530 1 -65.1%
BOOT funds › Boot Barn Holdings Inc ADD 0.0% +0.0% 54.8 333,388 +122,785 5 -22.0%
CL funds › Colgate-Palmolive Co ADD 0.0% +0.0% 54.3 591,782 +32,381 5
RIO funds › Rio Tinto PLC TRIM 0.0% -0.0% 53.7 565,792 -326,682 2 -23.7%
CGON funds › CG oncology Inc ADD 0.0% +0.0% 52.3 735,736 +5,453 4 +170.9%
SUNC funds › Sunococorp LLC ADD 0.0% +0.0% 51.7 763,378 +46,700 3 +63.7%
EXE funds › Expand Energy Corp ADD 0.0% -0.0% 51.6 565,825 +63,050 5
CAE funds › CAE Inc TRIM 0.0% -0.0% 51.3 2,045,714 -44,794 5
CME funds › CME Group Inc TRIM 0.0% -0.0% 51.2 231,852 -4,297 5
STRL funds › Sterling Infrastructure Inc NEW 0.0% +0.0% 50.0 59,564 +59,564 1 -94.3%
AROC funds › Archrock Inc TRIM 0.0% +0.0% 49.2 1,209,465 -54,594 5
FSV funds › FirstService Corp ADD 0.0% +0.0% 49.0 344,696 +54,844 5
BGSI funds › BOYD GROUP INC ADD 0.0% -0.0% 48.9 517,089 +146,787 3 -72.0%
CCK funds › Crown Holdings Inc TRIM 0.0% +0.0% 48.7 435,486 -2,535 5
WWD funds › Woodward Inc NEW 0.0% +0.0% 48.7 114,397 +114,397 1 +3.8%
PR funds › Permian Resources Corp/old HOLD 0.0% -0.0% 48.3 2,621,294 +0 2 +36.3%
NBIX funds › Neurocrine Biosciences Inc TRIM 0.0% +0.0% 47.4 281,194 -28,841 5
HLNE funds › Hamilton Lane Inc TRIM 0.0% -0.0% 47.2 598,229 -70,458 5
PGR funds › Progressive Corp/The TRIM 0.0% -0.0% 46.5 212,895 -26,576 5
IWO funds › iShares Russell 2000 Growth ETF ADD 0.0% +0.0% 46.0 116,668 +99,700 5
BLK funds › Blackrock Inc ADD 0.0% +0.0% 45.3 47,081 +7,822 5
DT funds › Dynatrace Inc HOLD 0.0% +0.0% 45.2 1,030,106 +0 5
AGX funds › Argan Inc NEW 0.0% +0.0% 45.1 56,531 +56,531 1 -68.0%
STE funds › STERIS PLC TRIM 0.0% -0.0% 44.6 211,969 -1,025 5
STN funds › Stantec Inc ADD 0.0% +0.0% 43.9 636,564 +328,226 5
ATO funds › Atmos Energy Corp ADD 0.0% +0.0% 43.8 254,286 +32,417 5
PCVX funds › Vaxcyte Inc ADD 0.0% +0.0% 43.7 751,999 +623,622 2 -12.5% re-entry
DHR funds › Danaher Corp TRIM 0.0% -0.0% 43.6 228,767 -36,088 5
C funds › Citigroup Inc TRIM 0.0% +0.0% 43.6 311,261 -4,221 5
BAPRA funds › Boeing Co/The TRIM 0.0% -0.0% 43.4 644,446 -10,462 5
EQIX funds › Equinix Inc TRIM 0.0% -0.0% 43.3 41,566 -10,957 5
MGRC funds › McGrath RentCorp ADD 0.0% +0.0% 42.8 353,791 +7,144 5
RJF funds › Raymond James Financial Inc TRIM 0.0% -0.0% 42.1 276,626 -2,167 5
GH funds › Guardant Health Inc NEW 0.0% +0.0% 42.1 280,294 +280,294 1 +661.8%
GIB funds › CGI Inc TRIM 0.0% -0.0% 41.4 641,168 -20,798 5
CQP funds › Cheniere Energy Partners LP ADD 0.0% -0.0% 41.3 677,973 +66,100 5
BCPC funds › Balchem Corp TRIM 0.0% -0.0% 41.2 243,769 -13,044 5
GEL funds › Genesis Energy LP HOLD 0.0% -0.0% 41.1 2,897,883 +0 5
EQR funds › Equity Residential TRIM 0.0% +0.0% 40.2 591,629 -12,101 5
DSGX funds › Descartes Systems Group Inc/The ADD 0.0% +0.0% 40.2 580,426 +106,126 5
ZETA funds › Zeta Global Holdings Corp TRIM 0.0% +0.0% 40.2 2,041,753 -47,856 5
TCOM funds › Trip.com Group Ltd TRIM 0.0% -0.0% 39.8 999,667 -6,718 4 -50.0%
KYMR funds › Kymera Therapeutics Inc NEW 0.0% +0.0% 39.8 347,221 +347,221 1 +375.4%
ELS funds › Equity Lifestyle Properties Inc TRIM 0.0% -0.0% 39.8 617,275 -116,834 5
TXRH funds › Texas Roadhouse Inc ADD 0.0% +0.0% 39.7 205,390 +40,843 5
REGN funds › Regeneron Pharmaceuticals Inc TRIM 0.0% -0.0% 39.7 63,636 -10,156 5
RDDT funds › Reddit Inc TRIM 0.0% +0.0% 38.7 222,800 -32,515 5
YOU funds › Clear Secure Inc TRIM 0.0% -0.0% 38.1 683,209 -78,315 5
NNN funds › NNN REIT Inc TRIM 0.0% +0.0% 37.8 812,545 -16,497 5
LNG funds › Cheniere Energy Inc ADD 0.0% +0.0% 37.5 157,093 +32,226 5
CIFR funds › Cipher Digital Inc NEW 0.0% +0.0% 36.9 1,505,064 +1,505,064 1 -49.0%
LFTO funds › Liftoff Mobile Inc NEW 0.0% +0.0% 36.7 1,528,336 +1,528,336 1 -106.6%
HESM funds › Hess Midstream LP TRIM 0.0% -0.0% 36.0 956,243 -751,142 5
MRVL funds › Marvell Technology Inc TRIM 0.0% +0.0% 35.4 118,931 -207,034 5
QBTS funds › D-Wave Quantum Inc NEW 0.0% +0.0% 34.8 1,449,909 +1,449,909 1 +30.4%
TARS funds › Tarsus Pharmaceuticals Inc ADD 0.0% -0.0% 34.6 549,387 +4,036 5 +19.3%
ITW funds › Illinois Tool Works Inc TRIM 0.0% -0.0% 34.2 126,360 -127,169 5
KRSPU funds › Rice Acquisition Corporation 3 TRIM 0.0% -0.0% 33.7 3,207,440 -27,400 3
PUK funds › Prudential PLC NEW 0.0% +0.0% 33.3 1,242,524 +1,242,524 1 -58.7%
RSG funds › Republic Services Inc TRIM 0.0% -0.0% 33.0 154,834 -89,008 5
SBAC funds › SBA Communications Corp TRIM 0.0% -0.0% 32.8 185,696 -13,849 5
MTD funds › Mettler-Toledo International Inc ADD 0.0% +0.0% 32.6 25,557 +19,625 5
YSS funds › York Space Systems Inc TRIM 0.0% +0.0% 32.5 1,318,391 -27,063 2 -117.0%
GWRE funds › Guidewire Software Inc TRIM 0.0% -0.0% 32.3 262,114 -7 5
WDC funds › Western Digital Corp NEW 0.0% +0.0% 31.8 49,857 +49,857 1 +29.7%
NOC funds › Northrop Grumman Corp ADD 0.0% -0.0% 31.8 62,353 +7,554 5
CB funds › Chubb Ltd ADD 0.0% +0.0% 31.3 91,770 +2,085 5
CIGI funds › Colliers International Group Inc TRIM 0.0% -0.0% 31.2 333,008 -54,526 5
DOCU funds › DocuSign Inc TRIM 0.0% -0.1% 30.9 696,711 -1,263,695 5
CPRT funds › Copart Inc TRIM 0.0% -0.0% 30.8 1,093,322 -601,038 5
ATS funds › ATS Corp TRIM 0.0% -0.0% 30.5 1,060,487 -30,804 5
WIX funds › Wix.com Ltd TRIM 0.0% -0.1% 30.4 670,873 -373,280 5
TECH funds › Bio-Techne Corp TRIM 0.0% -0.0% 30.3 428,316 -604,632 5
WDS funds › Woodside Energy Group Ltd ADD 0.0% +0.0% 30.0 1,551,115 +599,895 2 +40.7%
JLL funds › Jones Lang LaSalle Inc TRIM 0.0% -0.0% 29.8 96,197 -318 5
OSIS funds › OSI Systems Inc TRIM 0.0% -0.0% 29.6 135,261 -28,337 5
COST funds › Costco Wholesale Corp TRIM 0.0% -0.0% 29.2 31,263 -3,263 5
NMIH funds › NMI Holdings Inc ADD 0.0% +0.0% 29.1 708,685 +3,724 5
SITM funds › SiTime Corp NEW 0.0% +0.0% 28.7 38,532 +38,532 1 -31.9%
GLOB funds › Globant S.A. ADD 0.0% -0.0% 28.7 992,508 +175,017 5
ADI funds › Analog Devices Inc TRIM 0.0% +0.0% 28.7 72,206 -7,034 5
CAI funds › Caris Life Sciences Inc ADD 0.0% -0.0% 28.4 1,595,877 +44,103 5 -47.0%
USFD funds › US Foods Holding Corp TRIM 0.0% -0.0% 28.0 273,998 -62,959 5
CUSIP:829073105 funds › Simpson Manufacturing Co Inc ADD 0.0% +0.0% 28.0 133,655 +38,873 3
FLEX funds › Flex Ltd TRIM 0.0% +0.0% 27.6 170,556 -118,867 2 +265.6%
RGTI funds › Rigetti Computing Inc ADD 0.0% +0.0% 27.6 1,430,152 +518,994 4 -9.0%
APH funds › Amphenol Corp TRIM 0.0% -0.0% 27.1 153,494 -124,091 5 +44.9%
GFI funds › Gold Fields Ltd ADD 0.0% -0.0% 26.5 789,793 +85,149 2 -67.5%
MS funds › Morgan Stanley TRIM 0.0% -0.0% 26.1 125,079 -30,856 5
WMS funds › Advanced Drainage Systems Inc ADD 0.0% +0.0% 26.1 166,390 +154,775 5
UTI funds › Universal Technical Institute Inc ADD 0.0% +0.0% 25.9 606,126 +3,782 5 -48.0%
BGC funds › BGC Group Inc HOLD 0.0% +0.0% 25.4 2,373,055 +0 5
MXL funds › MaxLinear Inc NEW 0.0% +0.0% 25.4 198,072 +198,072 1 -36.1%
DKL funds › Delek Logistics Partners LP ADD 0.0% +0.0% 25.2 489,458 +99,300 5
GERN funds › Geron Corp ADD 0.0% -0.0% 25.2 19,648,853 +28,533 5
PLTR funds › Palantir Technologies Inc TRIM 0.0% -0.1% 25.0 214,526 -504,151 5
AMGN funds › Amgen Inc TRIM 0.0% -0.0% 25.0 69,065 -1,211 5
NTSK funds › Netskope Inc ADD 0.0% +0.0% 24.6 2,249,303 +6,430 4 -56.9%
CUSIP:920253101 funds › Valmont Industries Inc TRIM 0.0% +0.0% 24.2 41,925 -9,524 4
IBP funds › Installed Building Products Inc TRIM 0.0% -0.0% 24.0 104,209 -161 5
JD funds › JD.com Inc TRIM 0.0% -0.0% 23.8 932,204 -21,950 4 -27.2%
ARXS funds › Arxis Inc NEW 0.0% +0.0% 23.1 500,710 +500,710 1 +741.8%
QCOM funds › QUALCOMM Inc TRIM 0.0% -0.0% 22.9 123,744 -127,895 5
LMT funds › Lockheed Martin Corp TRIM 0.0% -0.0% 22.4 43,921 -4,208 5
SCI funds › Service Corp International/US TRIM 0.0% -0.0% 22.1 291,265 -1,076 5
MYRG funds › MYR Group Inc NEW 0.0% +0.0% 21.8 43,497 +43,497 1 -95.1%
GPGI funds › GPGI Inc TRIM 0.0% -0.0% 21.4 1,349,879 -541,859 3 -66.3%
CDNS funds › Cadence Design Systems Inc NEW 0.0% +0.0% 21.3 56,762 +56,762 1 -47.3%
KVYO funds › Klaviyo Inc TRIM 0.0% -0.0% 20.9 1,384,236 -89,195 5
ABBV funds › AbbVie Inc TRIM 0.0% -0.1% 20.7 82,422 -426,653 5
GO funds › Grocery Outlet Holding Corp TRIM 0.0% +0.0% 20.2 2,019,333 -386,661 5
QXOPRB funds › QXO Inc ADD 0.0% +0.0% 20.2 413,455 +175,980 5
BIP funds › Brookfield Infrastructure Partners LP ADD 0.0% +0.0% 20.1 552,140 +149,935 5
BEP funds › Brookfield Renewable Partners LP TRIM 0.0% -0.0% 20.0 574,669 -124,588 5
GS funds › Goldman Sachs Group Inc/The TRIM 0.0% +0.0% 19.7 19,519 -404 5
MIR funds › Mirion Technologies Inc NEW 0.0% +0.0% 19.7 1,096,729 +1,096,729 1 -65.1%
TAC funds › TransAlta Corp NEW 0.0% +0.0% 18.7 1,349,499 +1,349,499 1 -11.1%
FTAI funds › FTAI Aviation Ltd. TRIM 0.0% -0.1% 18.3 67,654 -283,947 5
CASH funds › Pathward Financial Inc TRIM 0.0% -0.0% 18.2 208,621 -598 5 -19.9%
MMYT funds › MakeMyTrip Ltd ADD 0.0% +0.0% 17.8 334,816 +58,774 4 -60.9%
KKR funds › KKR & Co Inc ADD 0.0% -0.0% 17.6 191,408 +8,600 5
VKTX funds › Viking Therapeutics Inc HOLD 0.0% +0.0% 17.4 444,781 +0 5
S funds › SentinelOne Inc TRIM 0.0% -0.0% 17.1 1,008,053 -1,067,483 5
KSA funds › iShares MSCI Saudi Arabia ETF TRIM 0.0% -0.0% 16.9 454,295 -46,836 4 -18.5%
MPWR funds › Monolithic Power Systems Inc TRIM 0.0% -0.0% 16.9 12,222 -4,495 5
CNS funds › Cohen & Steers Inc TRIM 0.0% -0.0% 16.9 221,710 -118,641 5
ULS funds › UL Solutions Inc TRIM 0.0% -0.0% 16.6 162,897 -57,828 5 -19.5%
INTA funds › Intapp Inc TRIM 0.0% -0.0% 16.3 647,601 -80,110 5
EQPT funds › EquipmentShare.com Inc HOLD 0.0% -0.0% 15.9 807,190 +0 2 -95.6%
CVNA funds › Carvana Co ADD 0.0% -0.0% 15.4 233,358 +178,255 5 -4.9%
CUSIP:03769M304 funds › Apollo Global Management Inc ADD 0.0% +0.0% 15.2 250,110 +47,886 5
ELF funds › elf Beauty Inc TRIM 0.0% -0.1% 15.2 205,688 -1,529,086 5
EPAM funds › EPAM Systems Inc ADD 0.0% -0.0% 15.0 189,277 +17,452 4 -58.4%
INTR funds › Inter & Co, Inc. TRIM 0.0% -0.0% 15.0 2,765,028 -98,105 4 -57.0%
HUT funds › Hut 8 Corp NEW 0.0% +0.0% 15.0 129,823 +129,823 1 -63.1%
BETA funds › Beta Technologies Inc ADD 0.0% +0.0% 14.9 890,249 +165,376 3 -39.4%
KOF funds › Coca-Cola Femsa SAB de CV ADD 0.0% +0.0% 14.9 140,210 +63,360 5
KKRPRD funds › KKR & Co Inc TRIM 0.0% -0.0% 14.9 373,154 -30,568 5
HBM funds › Hudbay Minerals Inc ADD 0.0% +0.0% 14.5 616,101 +266,940 5
DRS funds › Leonardo DRS Inc ADD 0.0% +0.0% 14.5 340,203 +94,979 2 +6.6%
WLKP funds › Westlake Chemical Partners LP HOLD 0.0% -0.0% 14.1 633,569 +0 5
CUSIP:22758A105 funds › CrossAmerica Partners LP ADD 0.0% +0.0% 14.0 623,747 +118,600 5
COLB funds › Columbia Banking System Inc ADD 0.0% +0.0% 13.9 433,243 +714 5
EXPE funds › Expedia Group Inc TRIM 0.0% -0.0% 13.3 51,929 -89,016 5
PENG funds › Penguin Solutions Inc TRIM 0.0% +0.0% 13.3 174,571 -256,236 4 +147.2%
WSFS funds › WSFS Financial Corp TRIM 0.0% -0.0% 13.0 168,798 -22,827 5
ARWR funds › Arrowhead Pharmaceuticals Inc TRIM 0.0% -0.0% 12.8 157,110 -45,237 5
TEX funds › Terex Corp ADD 0.0% +0.0% 12.8 176,331 +217 5
OZK funds › Bank OZK ADD 0.0% +0.0% 12.6 241,930 +2,965 5
INSW funds › International Seaways Inc TRIM 0.0% -0.0% 12.5 163,017 -17,178 5
SUI funds › Sun Communities Inc NEW 0.0% +0.0% 12.3 102,340 +102,340 1 -13.9%
AGNC funds › AGNC Investment Corp ADD REIT 0.0% +0.0% 12.1 1,113,404 +531,329 2
GATX funds › GATX Corp TRIM 0.0% -0.0% 12.0 67,542 -54 5
CTOS funds › Custom Truck One Source Inc TRIM 0.0% +0.0% 11.9 1,006,418 -397,547 5
WULF funds › Terawulf Inc TRIM 0.0% +0.0% 11.8 477,330 -172,475 5
FWONA funds › Liberty Media Corp-Liberty Formula One TRIM 0.0% +0.0% 11.8 134,416 -4,028 5
LYG funds › Lloyds Banking Group PLC TRIM 0.0% +0.0% 11.7 1,998,538 -19,305 5
WFRD funds › Weatherford International plc ADD 0.0% -0.0% 11.4 139,542 +224 5
RUSHA funds › Rush Enterprises Inc TRIM 0.0% +0.0% 11.3 155,451 -87 5
TSCO funds › Tractor Supply Co TRIM 0.0% -0.1% 11.2 355,779 -1,845,282 5
CAT funds › Caterpillar Inc TRIM 0.0% +0.0% 11.0 10,346 -3,345 5
CNH funds › CNH Industrial NV ADD 0.0% -0.0% 11.0 980,301 +585 5
PRG funds › PROG Holdings Inc ADD 0.0% +0.0% 10.9 234,561 +168 5
CUSIP:78473E103 funds › SPX Technologies Inc TRIM 0.0% +0.0% 10.9 44,552 -384 5
SMCIP funds › Super Micro Computer Inc NEW 0.0% +0.0% 10.9 209,423 +209,423 1 +267.9%
APLE funds › Apple Hospitality REIT Inc ADD 0.0% +0.0% 10.8 641,107 +1,484 5 +9.3%
NGG funds › National Grid PLC TRIM 0.0% -0.0% 10.7 129,424 -1,970 5
TCBI funds › Texas Capital Bancshares Inc TRIM 0.0% +0.0% 10.5 101,686 -47 5
SLGN funds › Silgan Holdings Inc ADD 0.0% +0.0% 10.4 224,217 +486 5
LSTR funds › Landstar System Inc TRIM 0.0% -0.0% 10.2 49,452 -25,358 3 +59.9%
OPLN funds › OPENLANE Inc ADD 0.0% +0.0% 10.1 245,671 +689 3 +34.8%
NRG funds › NRG Energy Inc TRIM 0.0% -0.0% 10.1 69,237 -8,053 2 -78.7% re-entry
PB funds › Prosperity Bancshares Inc TRIM 0.0% +0.0% 10.0 137,071 -84 2 -21.1%
ECPG funds › Encore Capital Group Inc TRIM 0.0% +0.0% 10.0 107,162 -16,841 5
KRG funds › Kite Realty Group Trust TRIM 0.0% -0.0% 10.0 350,865 -67,755 5
EXP funds › Eagle Materials Inc ADD 0.0% +0.0% 9.9 44,208 +85 5
SKYW funds › Skywest Inc ADD 0.0% +0.0% 9.9 100,036 +190 5
EXTR funds › Extreme Networks Inc TRIM 0.0% +0.0% 9.9 306,189 -203,904 5
MUR funds › Murphy Oil Corp HOLD 0.0% -0.0% 9.9 303,466 +0 5
AGO funds › Assured Guaranty Ltd TRIM 0.0% -0.0% 9.8 122,428 -144 5
TRUP funds › Trupanion Inc TRIM 0.0% -0.0% 9.8 395,906 -45,566 5
CLBT funds › Cellebrite DI Ltd TRIM 0.0% -0.0% 9.7 667,118 -34,734 4 -50.7%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 120,862 699 0.13 26% 0.011 0.900 in
2026Q1 114,888 690 0.13 25% 0.011 0.909 in
2025Q4 124,902 697 0.09 27% 0.012 0.926 in
2025Q3 132,788 711 0.12 28% 0.012 0.917 in
2025Q2 123,161 706 0.11 28% 0.012 0.930 entered
2025Q1 114,459 702 0.00 25% 0.010 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status