Fund Universe

Assenagon Asset Management S.A.

CIK 0001546007 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.731
AUM ($M)
77,062
Positions
1145
Turnover
0.31
Top-10 wt
40%
Herfindahl
0.021
History (qtrs)
6
Excess Return
-6.9%

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Holdings · 500 of 1250 positions (showing top 500 by weight) · portfolio value $77,044M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 6.8% +1.1% 5,269.8 26,337,224 +5,850,506 5
AAPL funds › APPLE INC TRIM 5.8% -0.9% 4,459.5 15,411,716 -1,132,901 5
AMZN funds › AMAZON COM INC TRIM 5.5% -1.3% 4,250.2 17,832,409 -2,689,374 5
MSFT funds › MICROSOFT CORP TRIM 5.1% -3.0% 3,896.1 10,444,656 -3,203,292 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 4.0% +2.5% 3,090.5 5,320,075 +606,168 5
GOOG funds › ALPHABET INC TRIM 3.6% -0.5% 2,800.9 7,927,185 -1,023,609 5
INTC funds › INTEL CORP ADD 2.9% +2.1% 2,255.2 16,151,467 +5,053,424 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 2.2% +0.4% 1,675.7 3,348,757 +1,041,091 5
SNDK funds › SANDISK CORP NEW 1.8% +1.8% 1,413.9 621,849 +621,849 1 +112.8%
GOOGL funds › ALPHABET INC ADD 1.8% +0.9% 1,397.7 3,910,970 +2,025,076 5
TSLA funds › TESLA INC TRIM 1.8% -0.5% 1,379.1 3,278,968 -658,888 5
SNPS funds › SYNOPSYS INC ADD 1.4% +0.3% 1,095.3 2,455,402 +695,146 5
UBS funds › UBS GROUP AG ADD 1.1% +1.1% 821.2 16,536,418 +16,277,125 5
AVGO funds › BROADCOM INC ADD 1.0% +0.3% 793.2 2,099,861 +693,177 5
TXN funds › TEXAS INSTRS INC ADD 0.9% +0.4% 679.9 2,280,953 +808,395 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.8% +0.0% 627.0 670,304 +160,619 5
META funds › META PLATFORMS INC TRIM 0.8% -0.6% 625.3 1,110,097 -435,061 5
LLY funds › ELI LILLY & CO TRIM 0.8% -1.5% 600.9 501,025 -1,049,209 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.7% +0.4% 542.8 1,306,053 +716,812 5
ABBV funds › ABBVIE INC ADD 0.7% +0.2% 527.9 2,097,882 +748,838 5
PEP funds › PEPSICO INC ADD 0.7% +0.6% 503.1 3,715,812 +3,362,794 5
KLAC funds › KLA CORP ADD 0.6% +0.3% 499.3 1,655,063 +1,500,040 5
JNJ funds › JOHNSON & JOHNSON ADD 0.6% +0.2% 492.5 1,939,364 +902,292 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.6% +0.6% 490.5 1,026,992 +1,026,992 1 +13.0%
WMT funds › WALMART INC ADD 0.6% +0.3% 456.8 4,033,440 +2,720,535 5
MA funds › MASTERCARD INCORPORATED ADD 0.6% +0.4% 441.7 860,011 +642,724 5
PG funds › PROCTER & GAMBLE CO ADD 0.6% +0.1% 441.4 3,009,845 +966,326 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.5% +0.3% 403.7 1,355,085 -36,538 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.5% -0.8% 397.6 999,841 -745,167 5
NFLX funds › NETFLIX INC. TRIM 0.5% -0.7% 390.1 5,463,635 -2,526,708 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.5% +0.1% 385.8 4,189,201 +1,155,097 5
AMAT funds › APPLIED MATLS INC TRIM 0.5% -0.4% 384.6 532,010 -1,183,232 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.5% +0.1% 377.3 759,564 +222,316 5
ANET funds › ARISTA NETWORKS INC ADD 0.5% +0.3% 351.9 2,071,661 +1,068,148 5
MRK funds › MERCK & CO INC ADD 0.5% +0.3% 347.3 2,702,992 +1,959,778 5
RY funds › ROYAL BK CDA ADD 0.4% +0.4% 329.0 1,589,605 +1,543,260 5
SBUX funds › STARBUCKS CORP ADD 0.4% +0.3% 325.3 3,182,890 +2,637,715 5
TMUS funds › T-MOBILE US INC ADD 0.4% +0.2% 314.3 1,873,621 +1,259,202 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.4% +0.1% 308.2 4,271,569 +1,815,771 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.4% +0.3% 307.3 901,261 +435,416 5
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD ADD 0.4% +0.1% 296.0 8,362,952 +1,286,464 5
ABT funds › ABBOTT LABORATORIES TRIM 0.4% -0.3% 292.1 3,218,572 -1,210,999 5
GILD funds › GILEAD SCIENCES INC ADD 0.4% +0.3% 289.1 2,287,888 +1,775,452 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.4% -0.1% 286.7 1,164,420 -166,267 5
PFE funds › PFIZER INC ADD 0.4% +0.1% 286.6 11,902,374 +5,829,204 5
ADBE funds › ADOBE INC ADD 0.3% -0.1% 267.8 1,306,333 +142,854 5
ON funds › ON SEMICONDUCTOR CORP ADD 0.3% +0.2% 265.5 2,807,808 +1,201,534 5
GEV funds › GE VERNOVA INC ADD 0.3% +0.2% 263.8 224,529 +119,068 5
MO funds › ALTRIA GROUP INC ADD 0.3% +0.3% 259.5 3,606,561 +3,511,430 5
AZN funds › ASTRAZENECA PLC ADD 0.3% +0.0% 256.0 1,352,177 +422,866 2 -75.4%
ORCL funds › ORACLE CORP ADD 0.3% +0.1% 251.9 1,718,790 +621,231 5
CNC funds › CENTENE CORP DEL TRIM 0.3% +0.1% 238.5 3,716,029 -109,246 5
TJX funds › TJX COS INC NEW ADD 0.3% -0.1% 236.0 1,557,475 +56,281 5
CPNG funds › COUPANG INC TRIM 0.3% -0.2% 229.9 13,236,402 -3,881,181 5
ABNB funds › AIRBNB INC TRIM 0.3% -0.1% 226.8 1,584,999 -502,326 5
NU funds › NU HLDGS LTD TRIM 0.3% -0.5% 225.2 16,858,523 -15,676,568 5
LRCX funds › LAM RESEARCH CORP TRIM 0.3% -0.4% 225.0 519,230 -1,597,003 5
DDOG funds › DATADOG INC TRIM 0.3% +0.1% 213.5 820,104 -65,937 5
LPLA funds › LPL FINL HLDGS INC ADD 0.3% +0.3% 210.4 747,086 +730,613 5
ADI funds › ANALOG DEVICES INC ADD 0.3% +0.1% 210.1 528,930 +107,277 5
KO funds › COCA COLA CO ADD 0.3% +0.0% 209.7 2,580,125 +600,079 5
CTAS funds › CINTAS CORP ADD 0.3% -0.0% 207.1 1,217,603 +191,018 5
MNST funds › MONSTER BEVERAGE CORP NEW ADD 0.3% +0.2% 206.4 2,147,662 +1,171,628 5
KKR funds › KKR & CO INC ADD 0.3% +0.1% 202.5 2,206,445 +1,090,403 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD 0.3% +0.1% 202.5 578,386 +235,362 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.3% -0.2% 202.0 206,484 -134,243 5
MU funds › MICRON TECHNOLOGY INC ADD 0.3% +0.2% 198.9 172,319 +128,075 5
CMG funds › CHIPOTLE MEXICAN GRILL INC ADD 0.3% +0.1% 195.5 5,749,194 +2,465,920 5
CRM funds › SALESFORCE INC ADD 0.2% -0.1% 190.0 1,212,968 +189,032 5
CVX funds › CHEVRON CORPORATION TRIM 0.2% -1.5% 187.1 1,128,520 -4,020,236 5
FCX funds › FREEPORT MCMORAN INC TRIM 0.2% -0.3% 185.3 2,946,891 -2,310,579 5
NEE funds › NEXTERA ENERGY INC ADD 0.2% +0.1% 184.1 2,097,509 +935,240 5
CVS funds › CVS HEALTH CORP ADD 0.2% +0.1% 183.8 1,776,295 +899,942 5
NOW funds › SERVICENOW INC ADD 0.2% +0.0% 179.9 1,811,760 +423,517 5
PCOR funds › PROCORE TECHNOLOGIES INC ADD 0.2% +0.0% 178.7 4,398,163 +2,146,182 5
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.2% -0.8% 178.1 4,173,559 -5,884,377 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.2% +0.2% 174.0 1,491,567 +1,434,120 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% +0.1% 171.4 341,813 +155,377 5
CBRE funds › CBRE GROUP INC TRIM 0.2% -0.1% 170.9 1,268,571 -293,022 5
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.2% -0.0% 168.3 509,185 -21,542 5
BLK funds › BLACKROCK INC ADD 0.2% +0.0% 167.3 174,033 +57,143 5
TLN funds › TALEN ENERGY CORP ADD 0.2% +0.1% 167.0 434,728 +281,291 5 +11.8%
CUSIP:67059N108 funds › NUTANIX INC ADD 0.2% +0.2% 166.2 3,262,231 +3,062,730 5
COR funds › CENCORA INC ADD 0.2% +0.1% 166.1 586,914 +331,340 5
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.2% +0.1% 164.0 1,812,926 +547,212 5
GRAB funds › GRAB HOLDINGS LIMITED TRIM 0.2% -0.1% 162.9 43,221,420 -11,684,951 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.2% -0.1% 160.9 1,743,958 -309,250 5
MELI funds › MERCADOLIBRE INC TRIM 0.2% -0.7% 160.7 94,687 -236,866 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.2% -0.1% 159.9 797,048 -268,988 5
GLW funds › CORNING INC TRIM 0.2% -0.3% 157.2 615,352 -1,762,550 5
CL funds › COLGATE PALMOLIVE CO ADD 0.2% +0.1% 156.0 1,701,244 +990,065 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.2% +0.0% 154.5 617,987 -15,021 5
REGN funds › REGENERON PHARMACEUTICALS ADD 0.2% -0.1% 152.7 244,927 +37,139 5
MCD funds › MCDONALDS CORP ADD 0.2% +0.0% 150.4 556,267 +215,304 5
TFC funds › TRUIST FINL CORP ADD 0.2% +0.1% 149.8 3,007,121 +1,962,089 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.2% +0.0% 148.9 599,630 +266,665 5
PM funds › PHILIP MORRIS INTL INC ADD 0.2% +0.1% 142.7 788,905 +596,655 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO ADD 0.2% +0.1% 141.5 3,652,358 +3,296,205 5
NRG funds › NRG ENERGY INC ADD 0.2% +0.1% 141.3 967,264 +474,474 5
EMR funds › EMERSON ELEC CO ADD 0.2% +0.1% 135.4 945,840 +662,743 5
CCL funds › CARNIVAL CORP LTD NEW 0.2% +0.2% 133.9 4,687,038 +4,687,038 1 +44.7%
DUK funds › DUKE ENERGY CORP NEW ADD 0.2% -0.0% 133.8 1,056,922 +162,856 5
MAR funds › MARRIOTT INTL INC NEW ADD 0.2% +0.0% 133.6 360,380 +52,722 5
ATI funds › ATI INC ADD 0.2% +0.0% 129.5 657,117 +73,087 5 +115.9%
HD funds › HOME DEPOT INC ADD 0.2% +0.1% 127.7 362,225 +143,597 5
RTX funds › RTX CORPORATION TRIM 0.2% -0.4% 127.0 669,162 -1,114,366 5
KMI funds › KINDER MORGAN INC DEL ADD 0.2% +0.1% 125.2 3,915,696 +2,695,654 5
DASH funds › DOORDASH INC TRIM 0.2% -0.2% 122.7 664,739 -863,479 5
DT funds › DYNATRACE INC ADD 0.2% +0.1% 122.5 2,789,774 +1,711,214 5
ETSY funds › ETSY INC ADD 0.2% +0.1% 121.5 1,613,333 +523,092 5
DAR funds › DARLING INGREDIENTS INC ADD 0.2% -0.0% 120.9 2,212,634 +120,674 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% +0.1% 117.6 659,783 +658,788 5
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.2% +0.1% 115.8 299,374 +184,595 5
EOG funds › EOG RES INC ADD 0.1% +0.1% 111.6 860,280 +538,686 5
AXSM funds › AXSOME THERAPEUTICS INC. TRIM 0.1% -0.1% 111.3 454,682 -411,276 5
QRVO funds › QORVO INC ADD 0.1% +0.1% 110.4 1,183,896 +962,593 5
ROST funds › ROSS STORES INC ADD 0.1% +0.0% 109.5 514,498 +150,502 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.1% +0.1% 109.1 654,434 +497,177 5
EXE funds › EXPAND ENERGY CORPORATION ADD 0.1% +0.1% 107.9 1,183,098 +1,062,640 5 -36.5%
ALGN funds › ALIGN TECHNOLOGY INC TRIM 0.1% -0.1% 106.5 631,153 -358,235 5
CIEN funds › CIENA CORP TRIM 0.1% -0.1% 105.0 214,002 -150,545 5
SLB funds › SLB LIMITED ADD 0.1% +0.1% 104.5 2,248,224 +2,133,409 5
VALE funds › VALE S A TRIM 0.1% -0.3% 104.2 6,927,766 -8,735,875 4 +26.9%
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.1% +0.1% 104.1 250,624 +193,430 5
NXPI funds › NXP SEMICONDUCTORS N V ADD 0.1% +0.1% 104.0 370,193 +155,358 5
TEVA funds › TEVA PHARMACEUTICAL INDS LTD ADD 0.1% +0.1% 103.5 3,056,017 +1,716,315 5
NEM funds › NEWMONT CORP ADD 0.1% +0.1% 103.2 1,105,187 +838,844 5
RBLX funds › ROBLOX CORP ADD 0.1% +0.0% 103.0 1,893,790 +891,634 5
LIN funds › LINDE PLC ADD 0.1% +0.1% 102.5 197,556 +141,885 5
NKE funds › NIKE INC ADD 0.1% +0.0% 102.3 2,490,874 +1,455,045 5
BMRN funds › BIOMARIN PHARMACEUTICAL INC TRIM 0.1% -0.0% 100.8 1,762,086 -158,572 5
LOGI funds › LOGITECH INTL S A ADD 0.1% +0.1% 98.2 1,045,742 +1,000,805 5
IDXX funds › IDEXX LABS INC ADD 0.1% +0.0% 96.5 183,233 +97,398 5
XEL funds › XCEL ENERGY INC ADD 0.1% +0.1% 94.2 1,173,283 +1,154,535 5
MSCI funds › MSCI INC TRIM 0.1% -0.0% 94.0 167,847 -27,011 5
HOOD funds › ROBINHOOD MKTS INC ADD 0.1% +0.1% 93.8 934,951 +310,818 5
CPRT funds › COPART INC ADD 0.1% +0.0% 93.4 3,313,222 +1,827,203 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% +0.0% 91.2 2,154,202 +931,588 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.1% +0.0% 88.3 235,329 +11,191 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.1% -0.1% 88.0 327,491 -267,360 5
PCAR funds › PACCAR INC ADD 0.1% +0.1% 88.0 732,745 +693,272 5
AMP funds › AMERIPRISE FINL INC ADD 0.1% +0.1% 87.9 191,496 +112,390 5
LITE funds › LUMENTUM HLDGS INC TRIM 0.1% -0.6% 87.4 101,832 -542,430 5
SNOW funds › SNOWFLAKE INC ADD 0.1% +0.1% 85.8 336,949 +247,607 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.1% +0.1% 85.7 797,176 +728,928 5
OXY funds › OCCIDENTAL PETE CORP ADD 0.1% +0.1% 82.7 1,702,420 +1,303,263 5
EQT funds › EQT CORP ADD 0.1% +0.0% 82.2 1,545,161 +616,530 5
CME funds › CME GROUP INC ADD 0.1% -0.0% 80.7 365,248 +119,619 5
LBRDK funds › LIBERTY BROADBAND CORP ADD 0.1% -0.1% 80.4 2,416,591 +189,394 5
GM funds › GENERAL MTRS CO TRIM 0.1% -0.0% 79.5 1,032,036 -228,333 5
LNTH funds › LANTHEUS HLDGS INC ADD 0.1% +0.1% 79.3 714,980 +582,661 4 +64.6%
VTRS funds › VIATRIS INC ADD 0.1% +0.1% 79.2 4,989,006 +4,205,872 5
AZO funds › AUTOZONE INC ADD 0.1% +0.0% 78.2 24,458 +6,242 5
HALO funds › HALOZYME THERAPEUTICS INC ADD 0.1% +0.1% 78.1 997,643 +976,321 3 +32.9%
VRSN funds › VERISIGN INC TRIM 0.1% -0.1% 78.1 310,344 -174,207 5
EBAY funds › EBAY INC. ADD 0.1% +0.1% 76.6 685,764 +470,770 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.1% -0.0% 76.0 220,744 +8,018 5
W funds › WAYFAIR INC ADD 0.1% +0.0% 75.7 818,591 +242,791 4 +7.1%
RKT funds › ROCKET COS INC NEW 0.1% +0.1% 74.9 4,753,928 +4,753,928 1 +43.0%
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.1% +0.1% 74.3 2,461,016 +1,816,612 5
AXTI funds › AXT INC TRIM 0.1% -0.0% 73.7 1,022,988 -482,366 5
FWONK funds › LIBERTY MEDIA CORP DEL ADD 0.1% -0.0% 73.4 771,974 +24,020 5
BE funds › BLOOM ENERGY CORP ADD 0.1% +0.1% 72.6 239,877 +233,020 3 +156.6%
ADM funds › ARCHER DANIELS MIDLAND CO ADD 0.1% +0.1% 72.1 944,082 +829,641 5
SUNC funds › SUNOCOCORP LLC NEW 0.1% +0.1% 71.5 1,056,625 +1,056,625 1 +16.0%
XYZ funds › BLOCK INC ADD 0.1% +0.1% 71.3 937,540 +739,264 5
VISN funds › VISTANCE NETWORKS INC ADD 0.1% +0.1% 70.5 5,513,903 +4,166,864 5
CENX funds › CENTURY ALUM CO TRIM 0.1% -0.1% 70.4 1,531,167 -299,157 5
SPHR funds › SPHERE ENTERTAINMENT CO NEW 0.1% +0.1% 70.4 406,875 +406,875 1 +106.0%
MSGE funds › MADISON SQUARE GARDEN ENTMT TRIM 0.1% -0.0% 69.8 863,462 -347,256 5
AMGN funds › AMGEN INC TRIM 0.1% -0.1% 69.3 191,247 -153,498 5
RACE funds › FERRARI N V ADD 0.1% +0.1% 68.5 184,129 +175,380 5
BIO funds › BIO RAD LABS INC ADD 0.1% +0.0% 68.5 233,227 +85,393 5
NTRA funds › NATERA INC ADD 0.1% +0.1% 68.1 250,869 +190,334 5
PRU funds › PRUDENTIAL FINL INC ADD 0.1% +0.1% 66.9 619,701 +490,553 5
MDGL funds › MADRIGAL PHARMACEUTICALS INC ADD 0.1% +0.1% 66.7 124,214 +108,181 3 -35.6%
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.3% 66.3 637,954 -1,070,874 5
IQV funds › IQVIA HLDGS INC ADD 0.1% +0.0% 65.8 340,476 +109,284 5
DLTR funds › DOLLAR TREE INC ADD 0.1% +0.0% 65.4 540,921 +156,402 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -0.0% 64.7 140,828 -31,581 5
ETN funds › EATON CORP PLC ADD 0.1% +0.1% 64.4 151,126 +130,256 5
SMCI funds › SUPER MICRO COMPUTER INC ADD 0.1% +0.1% 63.8 2,174,863 +2,058,588 5
INDV funds › INDIVIOR PHARMACEUTICALS INC NEW 0.1% +0.1% 63.2 1,540,928 +1,540,928 1 +6.9%
AON funds › AON PLC ADD 0.1% +0.1% 62.6 188,821 +180,601 5
SYF funds › SYNCHRONY FINANCIAL ADD 0.1% +0.0% 62.2 817,606 +271,726 5
UNP funds › UNION PAC CORP TRIM 0.1% -0.1% 62.0 228,061 -218,166 5
FUTU funds › FUTU HLDGS LTD NEW 0.1% +0.1% 61.6 656,863 +656,863 1 -84.9%
FIX funds › COMFORT SYS USA INC ADD 0.1% +0.0% 61.5 31,013 +15,855 5
KVUE funds › KENVUE INC TRIM 0.1% -0.1% 61.5 3,216,202 -3,187,374 5
LNG funds › CHENIERE ENERGY INC ADD 0.1% -0.0% 61.2 256,062 +69,779 5
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.1% +0.1% 61.1 496,030 +410,305 5
MCO funds › MOODYS CORP ADD 0.1% +0.0% 60.6 133,743 +81,596 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.1% -0.1% 60.4 191,873 -168,596 5
CCK funds › CROWN HLDGS INC NEW 0.1% +0.1% 60.3 539,039 +539,039 1 +110.7% re-entry
DELL funds › DELL TECHNOLOGIES INC TRIM 0.1% -0.0% 60.2 139,560 -192,887 5
TARS funds › TARSUS PHARMACEUTICALS INC TRIM 0.1% -0.1% 59.6 947,495 -332,699 5
EFX funds › EQUIFAX INC ADD 0.1% +0.0% 59.0 371,613 +228,820 5
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 57.9 605,409 -3,376 5
WWD funds › WOODWARD INC NEW 0.1% +0.1% 57.6 135,387 +135,387 1 +3.8%
SMTC funds › SEMTECH CORP TRIM 0.1% -0.0% 56.6 349,688 -431,315 5
CLF funds › CLEVELAND-CLIFFS INC NEW ADD 0.1% +0.0% 56.5 6,021,829 +4,067,994 2 -2.8% re-entry
IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM 0.1% -0.1% 56.2 645,171 -547,578 4 +24.2%
HPE funds › HEWLETT PACKARD ENTERPRISE C ADD 0.1% +0.1% 55.9 1,240,000 +985,829 5
APG funds › API GROUP CORP TRIM 0.1% -0.0% 55.9 1,320,526 -327,050 4 +2.6%
COGT funds › COGENT BIOSCIENCES INC ADD 0.1% +0.1% 55.8 1,441,756 +1,146,106 5
LEGN funds › LEGEND BIOTECH CORP NEW 0.1% +0.1% 55.3 1,915,056 +1,915,056 1 -93.1%
ONTO funds › ONTO INNOVATION INC TRIM 0.1% -0.0% 54.4 143,746 -84,575 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.1% +0.0% 53.8 368,514 +252,656 5
MTZ funds › MASTEC INC TRIM 0.1% -0.1% 53.8 129,199 -126,023 5
FISV funds › FISERV INC TRIM 0.1% -0.1% 53.7 1,094,407 -323,970 5
WAB funds › WABTEC TRIM 0.1% -0.3% 52.6 195,252 -656,481 5
NTAP funds › NETAPP INC ADD 0.1% +0.1% 52.6 340,130 +290,602 5
ZM funds › ZOOM COMMUNICATIONS INC ADD 0.1% +0.0% 52.5 608,591 +161,030 5
MTSI funds › MACOM TECH SOLUTIONS HLDGS I ADD 0.1% +0.1% 52.2 137,233 +113,214 4 +135.8%
AFL funds › AFLAC INC ADD Common Stock 0.1% +0.1% 51.8 442,116 +346,219 5
ESTC funds › ELASTIC N V ADD 0.1% -0.0% 51.6 905,241 +5,224 5
VMC funds › VULCAN MATLS CO TRIM 0.1% -0.0% 51.6 174,771 -42,752 5
JEF funds › JEFFERIES FINANCIAL GROUP IN TRIM 0.1% -0.0% 51.4 1,027,771 -66,393 5
SLAB funds › SILICON LABORATORIES INC TRIM 0.1% -0.0% 49.0 223,975 -15,343 4 +45.4%
WAT funds › WATERS CORP ADD 0.1% +0.0% 48.8 130,109 +20,891 5
FANG funds › DIAMONDBACK ENERGY INC ADD 0.1% +0.0% 48.7 277,046 +190,090 5
AXGN funds › AXOGEN INC TRIM 0.1% -0.0% 48.2 1,043,650 -337,613 5
CFG funds › CITIZENS FINL GROUP INC TRIM 0.1% -0.0% 47.7 680,625 -338,386 5
GEO funds › GEO GROUP INC NEW 0.1% +0.1% 47.6 1,611,010 +1,611,010 1 +241.7%
AER funds › AERCAP HOLDINGS NV TRIM 0.1% -0.1% 47.4 325,337 -510,320 5
NVR funds › NVR INC TRIM 0.1% -0.1% 47.2 6,921 -6,997 5
ARW funds › ARROW ELECTRS INC ADD 0.1% +0.0% 47.1 220,920 +166,762 5
STZ funds › CONSTELLATION BRANDS INC ADD 0.1% +0.0% 47.0 338,172 +224,578 5
DOV funds › DOVER CORP ADD 0.1% +0.0% 46.9 209,205 +130,433 5
ALNY funds › ALNYLAM PHARMACEUTICALS INC ADD 0.1% -0.0% 46.9 155,695 +26,799 5
TTD funds › THE TRADE DESK INC TRIM 0.1% -0.1% 46.9 2,591,361 -627,685 5
HAS funds › HASBRO INC TRIM 0.1% -0.0% 46.8 566,415 -160,992 5 +13.3%
DXCM funds › DEXCOM INC TRIM 0.1% -0.1% 46.7 693,635 -1,025,614 5
AXON funds › AXON ENTERPRISE INC TRIM 0.1% -0.0% 46.7 83,287 -11,758 5
LYB funds › LYONDELLBASELL INDUSTRIES NV ADD 0.1% +0.0% 46.6 884,436 +778,459 2 +5.2% re-entry
CUBI funds › CUSTOMERS BANCORP INC TRIM 0.1% -0.0% 46.2 583,568 -195,221 5
WDAY funds › WORKDAY INC ADD 0.1% +0.0% 46.0 375,703 +254,623 5
UTHR funds › UNITED THERAPEUTICS CORP DEL ADD 0.1% +0.0% 45.8 84,538 +37,355 5
AR funds › ANTERO RESOURCES CORP TRIM 0.1% -0.2% 45.5 1,295,585 -2,315,663 5
URI funds › UNITED RENTALS INC ADD 0.1% +0.0% 45.5 40,164 +31,705 5
KR funds › KROGER CO ADD 0.1% +0.0% 45.4 818,318 +623,370 5
EME funds › EMCOR GROUP INC TRIM 0.1% -0.3% 45.3 54,579 -235,484 5
BZ funds › KANZHUN LIMITED TRIM 0.1% -0.0% 45.3 3,518,671 -643,677 3 -56.0% re-entry
HDB funds › HDFC BANK LTD ADD 0.1% +0.0% 45.1 1,746,160 +1,273,703 2 -81.7% re-entry
OKE funds › ONEOK INC NEW ADD 0.1% +0.0% 44.5 512,143 +225,359 5
ULTA funds › ULTA BEAUTY INC ADD 0.1% +0.0% 44.5 98,703 +50,966 5
FSLR funds › FIRST SOLAR INC TRIM 0.1% -0.0% 44.5 188,625 -47,093 5
PLNT funds › PLANET FITNESS MASTER ISSUER NEW 0.1% +0.1% 44.4 851,039 +851,039 1 -50.2% re-entry
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.1% -0.0% 43.6 194,631 -68,649 5
PCTY funds › PAYLOCITY HLDG CORP ADD 0.1% -0.0% 43.3 414,632 +3,904 5 -47.0%
FICO funds › FAIR ISAAC CORP ADD 0.1% +0.0% 43.3 36,247 +10,002 5
MDB funds › MONGODB INC ADD 0.1% +0.0% 43.0 128,080 +21,273 5
MTD funds › METTLER TOLEDO INTERNATIONAL ADD 0.1% +0.0% 42.9 33,608 +20,736 5
GWW funds › WW GRAINGER INC ADD 0.1% +0.1% 42.5 31,242 +29,092 5
AMRX funds › AMNEAL PHARMACEUTICALS INC TRIM 0.1% -0.0% 42.3 2,445,549 -621,812 5
HSY funds › HERSHEY CO ADD 0.1% +0.1% 41.8 238,282 +233,045 5
TDY funds › TELEDYNE TECHNOLOGIES INC TRIM 0.1% -0.0% 41.7 62,484 -10,695 5
FORM funds › FORMFACTOR INC TRIM 0.1% -0.0% 41.5 259,518 -163,309 5
MCK funds › MCKESSON CORP TRIM 0.1% -0.1% 41.5 54,910 -52,528 5
HUBS funds › HUBSPOT INC ADD 0.1% +0.0% 41.4 226,818 +130,433 5
EAT funds › BRINKER INTL INC TRIM 0.1% -0.1% 41.4 246,383 -210,182 5
ALLY funds › ALLY FINL INC ADD 0.1% +0.0% 41.1 895,286 +385,311 5
DECK funds › DECKERS OUTDOOR CORP TRIM 0.1% -0.1% 41.1 413,826 -344,350 5
VEEV funds › VEEVA SYS INC TRIM 0.1% -0.0% 40.9 230,428 -118,291 5
SRE funds › SEMPRA ADD 0.1% +0.0% 40.8 440,209 +403,946 5
CNO funds › CNO FINL GROUP INC ADD 0.1% +0.0% 40.5 795,165 +717,710 3 +34.4%
BBY funds › BEST BUY INC ADD 0.1% +0.1% 40.3 531,517 +515,476 5
UCTT funds › ULTRA CLEAN HLDGS INC ADD 0.1% +0.0% 39.7 278,166 +136,732 5
CMS funds › CMS ENERGY CORP ADD 0.1% +0.1% 39.6 518,237 +513,331 5
MCHP funds › MICROCHIP TECHNOLOGY INC. TRIM 0.1% -0.1% 39.5 433,580 -578,417 5
LOW funds › LOWES COS INC ADD 0.1% +0.0% 39.5 179,002 +110,623 5
BNTX funds › BIONTECH SE NEW 0.1% +0.1% 39.4 423,263 +423,263 1 -2.9%
PSX funds › PHILLIPS 66 TRIM 0.1% -0.0% 39.2 231,785 -46,874 5
INSP funds › INSPIRE MED SYS INC ADD 0.1% +0.0% 38.6 864,395 +344,221 3 -66.0%
AME funds › AMETEK INC ADD 0.0% +0.0% 38.4 158,621 +152,930 5
UNM funds › UNUM GROUP ADD 0.0% +0.0% 38.2 427,364 +195,778 2 +38.5% re-entry
FPS funds › FORGENT POWER SOLUTIONS INC NEW 0.0% +0.0% 38.2 683,881 +683,881 1 -54.3%
GDDY funds › GODADDY INC TRIM 0.0% -0.1% 38.2 449,873 -520,670 5
LVS funds › LAS VEGAS SANDS CORP ADD 0.0% +0.0% 38.0 822,268 +255,623 5 -15.9%
COO funds › COOPER COS INC ADD 0.0% +0.0% 37.7 525,872 +457,938 5
RVMD funds › REVOLUTION MEDICINES INC NEW 0.0% +0.0% 37.5 200,486 +200,486 1 +293.2%
NBIX funds › NEUROCRINE BIOSCIENCES INC ADD 0.0% +0.0% 37.5 222,606 +131,128 5
RIG funds › TRANSOCEAN LTD NEW 0.0% +0.0% 37.5 7,664,059 +7,664,059 1 -92.3% re-entry
STNG funds › SCORPIO TANKERS INC TRIM 0.0% -0.1% 37.4 540,673 -377,550 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 37.2 166,949 -28,953 5
STOK funds › STOKE THERAPEUTICS INC ADD 0.0% +0.0% 36.9 1,128,388 +221,373 5
CUSIP:497266106 funds › KIRBY CORP TRIM 0.0% -0.0% 36.8 270,376 -11,129 5
ODFL funds › OLD DOMINION FREIGHT LINE IN ADD 0.0% +0.0% 36.6 168,959 +124,776 5
MOH funds › MOLINA HEALTHCARE INC ADD 0.0% +0.0% 35.8 156,632 +124,929 5
OSCR funds › OSCAR HEALTH INC ADD 0.0% +0.0% 35.6 1,247,992 +20,189 3 +183.9% re-entry
ETR funds › ENTERGY CORP NEW ADD 0.0% +0.0% 35.3 307,613 +269,294 5
AVT funds › AVNET INC ADD 0.0% +0.0% 35.1 395,207 +248,940 5
SF funds › STIFEL FINL CORP ADD 0.0% +0.0% 34.2 490,762 +364,013 4 -7.6%
VLO funds › VALERO ENERGY CORP ADD 0.0% +0.0% 34.1 130,799 +39,499 5
RSI funds › RUSH STREET INTERACTIVE INC ADD 0.0% +0.0% 33.9 1,139,667 +516,534 5
SRAD funds › SPORTRADAR GROUP AG NEW 0.0% +0.0% 32.8 2,191,761 +2,191,761 1 -0.2%
ZYME funds › ZYMEWORKS INC ADD 0.0% +0.0% 32.7 1,252,027 +524,041 5
EL funds › LAUDER ESTEE COS INC ADD 0.0% +0.0% 32.6 412,570 +388,711 5
YUM funds › YUM BRANDS INC ADD 0.0% +0.0% 32.3 202,351 +68,223 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.0% +0.0% 32.3 65,250 +42,802 5
APO funds › APOLLO GLOBAL MGMT INC ADD 0.0% +0.0% 31.8 268,714 +201,791 5
CRUS funds › CIRRUS LOGIC INC ADD 0.0% +0.0% 31.8 213,871 +58,446 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.0% +0.0% 31.4 386,895 +370,852 5
JPM funds › JPMORGAN CHASE & CO ADD 0.0% -0.0% 31.2 95,313 +698 5
ASB funds › ASSOCIATED BANC-CORP NEW 0.0% +0.0% 30.9 1,005,101 +1,005,101 1 +78.9% re-entry
INTU funds › INTUIT ADD 0.0% +0.0% 30.8 118,065 +69,943 5
FROG funds › JFROG LTD TRIM 0.0% -0.0% 30.7 338,252 -250,638 4 +91.7%
AOS funds › SMITH A O CORP ADD 0.0% +0.0% 30.7 489,264 +480,561 5
NI funds › NISOURCE INC TRIM 0.0% -0.0% 30.5 641,329 -223,363 5
KEY funds › KEYCORP TRIM 0.0% -0.0% 30.4 1,319,880 -1,106,819 5
TSEM funds › TOWER SEMICONDUCTOR LTD ADD 0.0% +0.0% 30.4 118,406 +4,965 5
JBL funds › JABIL INC TRIM 0.0% -0.1% 30.3 78,502 -142,512 5
CMI funds › CUMMINS INC ADD 0.0% +0.0% 30.2 42,407 +30,074 5
SE funds › SEA LTD ADD 0.0% +0.0% 29.9 312,175 +308,940 5
BALL funds › BALL CORP TRIM 0.0% -0.0% 29.8 477,060 -78,863 5
CLDX funds › CELLDEX THERAPEUTICS INC NEW ADD 0.0% +0.0% 29.3 788,696 +642,171 2 +213.5%
GPOR funds › GULFPORT ENERGY CORP TRIM 0.0% -0.1% 29.2 172,015 -295,404 5
AFG funds › AMERICAN FINANCIAL GROUP INC NEW 0.0% +0.0% 29.1 208,262 +208,262 1 +11.0% re-entry
ITRI funds › ITRON INC ADD 0.0% +0.0% 29.1 336,710 +207,416 5
SEDG funds › SOLAREDGE TECHNOLOGIES INC TRIM 0.0% -0.0% 28.9 493,763 -136,291 5
CF funds › CF INDUSTRIES HOLD ADD 0.0% +0.0% 28.8 266,401 +112,696 5 +4.4%
CHKP funds › CHECK POINT SOFTWARE TECH LT ADD 0.0% +0.0% 28.7 218,196 +100,605 5
CI funds › THE CIGNA GROUP TRIM 0.0% -0.2% 28.6 103,683 -388,259 5
TPR funds › TAPESTRY INC ADD 0.0% -0.0% 28.5 194,487 +9,433 4 +7.7%
TRVI funds › TREVI THERAPEUTICS INC NEW 0.0% +0.0% 28.4 1,525,314 +1,525,314 1 +250.2%
KGC funds › KINROSS GOLD CORP TRIM 0.0% -0.0% 28.4 1,203,505 -40,723 5
ATO funds › ATMOS ENERGY CORP ADD 0.0% +0.0% 28.4 164,856 +126,415 5
MXL funds › MAXLINEAR INC ADD 0.0% +0.0% 28.3 221,266 +116,339 5
UAL funds › UNITED AIRLS HLDGS INC TRIM 0.0% -0.0% 28.3 207,916 -144,776 5
IRON funds › DISC MEDICINE INC TRIM 0.0% -0.0% 28.1 384,158 -162,089 4 +9.8%
ZTS funds › ZOETIS INC TRIM 0.0% -0.1% 28.0 389,335 -426,077 5
ALL funds › ALLSTATE CORP TRIM 0.0% -0.0% 27.9 117,466 -45,608 5
NMIH funds › NMI HLDGS INC TRIM 0.0% -0.0% 27.9 679,839 -46,716 5
GGG funds › GRACO INC TRIM 0.0% -0.0% 27.9 369,265 -9,715 5
ALB funds › ALBEMARLE CORP ADD 0.0% +0.0% 27.5 203,996 +156,662 3 -1.4%
BURL funds › BURLINGTON STORES INC TRIM 0.0% -0.0% 27.5 86,914 -39,828 5
ENTG funds › ENTEGRIS INC TRIM 0.0% -0.0% 27.5 152,702 -50,856 5
FFIV funds › F5 INC ADD 0.0% +0.0% 27.5 66,008 +34,166 5
DNTH funds › DIANTHUS THERAPEUTICS INC NEW 0.0% +0.0% 27.4 280,649 +280,649 1 +264.6%
ZS funds › ZSCALER INC ADD 0.0% -0.0% 27.3 193,297 +11,941 5
BP funds › BP PLC ADD 0.0% -0.0% 27.2 737,468 +90,348 5
PPG funds › PPG INDS INC ADD 0.0% +0.0% 27.1 223,550 +148,812 5
TOST funds › TOAST INC ADD 0.0% +0.0% 27.0 970,799 +312,077 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.0% -0.0% 26.3 93,377 -119,044 5
GEN funds › GEN DIGITAL INC NEW 0.0% +0.0% 25.9 1,041,384 +1,041,384 1 +67.7% re-entry
FAST funds › FASTENAL CO ADD 0.0% +0.0% 25.7 534,592 +295,047 5
PTC funds › PTC INC ADD 0.0% +0.0% 25.6 224,989 +114,961 5
OKTA funds › OKTA INC ADD 0.0% +0.0% 25.5 186,635 +45,498 5
TWLO funds › TWILIO INC ADD 0.0% +0.0% 24.9 120,582 +48,742 5
DHI funds › D R HORTON INC TRIM 0.0% -0.0% 24.7 151,749 -35,411 5
CHRD funds › CHORD ENERGY CORPORATION NEW 0.0% +0.0% 24.7 215,833 +215,833 1 -51.5% re-entry
LSCC funds › LATTICE SEMICONDUCTOR CORP NEW 0.0% +0.0% 24.6 161,038 +161,038 1 +2.8% re-entry
ILMN funds › ILLUMINA INC ADD 0.0% +0.0% 24.6 140,003 +91,495 5
BPOP funds › POPULAR INC ADD 0.0% +0.0% 24.5 149,094 +77,507 5
TVTX funds › TRAVERE THERAPEUTICS INC ADD 0.0% +0.0% 24.3 427,305 +419,378 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.0% -0.1% 23.9 71,497 -218,158 5
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.0% -0.0% 23.8 1,342,451 -1,711,072 5
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 23.7 145,414 +145,414 1 -41.5%
AIT funds › APPLIED INDL TECHNOLOGIES IN ADD 0.0% +0.0% 23.7 70,075 +5,696 5
QURE funds › UNIQURE NV ADD 0.0% +0.0% 23.7 513,530 +366,781 3 +64.8%
PFS funds › PROVIDENT FINL SVCS INC ADD 0.0% -0.0% 23.6 998,562 +64,251 5
EXC funds › EXELON CORP ADD 0.0% +0.0% 23.6 505,564 +289,436 5
FE funds › FIRSTENERGY CORP ADD 0.0% +0.0% 23.5 495,299 +487,267 5
MBLY funds › MOBILEYE GLOBAL INC NEW 0.0% +0.0% 23.4 2,419,739 +2,419,739 1 -41.6%
EXEL funds › EXELIXIS INC ADD 0.0% +0.0% 23.3 428,673 +291,593 5
NDAQ funds › NASDAQ INC TRIM 0.0% -0.1% 23.3 295,578 -299,859 5
INSM funds › INSMED INC ADD 0.0% +0.0% 23.3 218,270 +155,011 5
WST funds › WEST PHARMACEUTICAL SVSC INC TRIM 0.0% -0.0% 23.2 64,754 -72,807 5
EPAM funds › EPAM SYS INC ADD 0.0% +0.0% 23.2 292,542 +274,923 5
CTRI funds › CENTURI HOLDINGS INC NEW 0.0% +0.0% 23.2 765,628 +765,628 1 -86.9%
PINS funds › PINTEREST INC ADD 0.0% +0.0% 23.1 1,098,432 +712,569 5
TER funds › TERADYNE INC TRIM 0.0% -0.7% 22.9 47,313 -1,407,830 5
COIN funds › COINBASE GLOBAL INC ADD 0.0% +0.0% 22.6 154,702 +121,552 5
RBRK funds › RUBRIK INC. ADD 0.0% +0.0% 22.5 280,448 +28,056 5 -9.7%
PHM funds › PULTE GROUP INC TRIM 0.0% -0.0% 22.3 162,798 -167,032 5
IOSP funds › INNOSPEC INC TRIM 0.0% -0.0% 22.2 272,782 -218,102 5 -18.2%
AWI funds › ARMSTRONG WORLD INDS INC NEW ADD 0.0% +0.0% 21.9 136,597 +64,077 5
JBS funds › JBS N.V. NEW 0.0% +0.0% 21.9 1,845,236 +1,845,236 1 +3.8%
RAMP funds › LIVERAMP HLDGS INC NEW 0.0% +0.0% 21.9 580,829 +580,829 1 -23.4% re-entry
EXPE funds › EXPEDIA GROUP INC ADD 0.0% -0.0% 21.8 85,315 +983 5
BANC funds › BANC OF CALIFORNIA INC NEW 0.0% +0.0% 21.8 1,065,432 +1,065,432 1 +5.8%
CLH funds › CLEAN HARBORS INC ADD 0.0% +0.0% 21.7 72,519 +23,576 5
AAL funds › AMERICAN AIRLINES GROUP INC ADD 0.0% +0.0% 21.5 1,191,912 +1,086,013 3 +3.7%
AIG funds › AMERICAN INTL GROUP INC TRIM 0.0% -0.1% 21.0 282,171 -545,117 5
WGS funds › GENEDX HOLDINGS CORP ADD 0.0% +0.0% 20.8 303,433 +208,305 5
TRGP funds › TARGA RES CORP TRIM 0.0% -0.0% 20.7 77,299 -1,930 5
RYTM funds › RHYTHM PHARMACEUTICALS INC NEW 0.0% +0.0% 20.7 186,491 +186,491 1 +202.2% re-entry
MTB funds › M & T BK CORP TRIM 0.0% -0.0% 20.1 84,642 -8,430 5
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.0% +0.0% 20.1 152,829 +130,031 5
APH funds › AMPHENOL CORP ADD 0.0% +0.0% 20.0 113,700 +84,119 5
CECO funds › CECO ENVIRONMENTAL CORP NEW 0.0% +0.0% 19.9 219,789 +219,789 1 -23.5% re-entry
FOX funds › FOX CORP ADD 0.0% +0.0% 19.9 423,982 +340,009 5 -9.8%
ROKU funds › ROKU INC TRIM 0.0% -0.1% 19.9 143,746 -1,018,305 5
CELC funds › CELCUITY INC NEW 0.0% +0.0% 19.7 188,141 +188,141 1 -102.0%
ROL funds › ROLLINS INC ADD 0.0% +0.0% 19.6 470,061 +287,878 5
PNW funds › PINNACLE WEST CAP CORP TRIM 0.0% -0.1% 19.5 182,222 -813,931 5
LYV funds › LIVE NATION ENTERTAINMENT IN ADD 0.0% +0.0% 19.4 106,037 +31,540 5
CRGY funds › CRESCENT ENERGY COMPANY NEW 0.0% +0.0% 19.4 1,977,104 +1,977,104 1 -58.0%
LH funds › LABCORP HOLDINGS INC ADD 0.0% +0.0% 19.4 69,305 +12,847 5
JLL funds › JONES LANG LASALLE INC TRIM 0.0% -0.0% 19.0 61,433 -38,193 5
NIO funds › NIO INC NEW 0.0% +0.0% 19.0 3,756,576 +3,756,576 1 -90.7%
SFD funds › SMITHFIELD FOODS INC NEW 0.0% +0.0% 19.0 782,148 +782,148 1 -60.1%
ALLE funds › ALLEGION PLC ADD 0.0% +0.0% 18.9 134,845 +130,548 5
SIGI funds › SELECTIVE INS GROUP INC ADD 0.0% +0.0% 18.8 193,405 +97,469 4 +2.9%
PUMP funds › PROPETRO HLDG CORP NEW 0.0% +0.0% 18.7 1,304,055 +1,304,055 1 -105.2%
V funds › VISA INC ADD 0.0% -0.0% 18.6 54,196 +1,649 5
CSCO funds › CISCO SYS INC TRIM 0.0% +0.0% 18.5 157,889 -15,161 5
BRO funds › BROWN & BROWN INC ADD 0.0% +0.0% 18.5 289,013 +284,692 5
GPC funds › GENUINE PARTS CO ADD 0.0% +0.0% 18.5 156,659 +89,043 5
WING funds › WINGSTOP INC NEW 0.0% +0.0% 18.4 106,000 +106,000 1 -32.1%
NWSA funds › NEWS CORP NEW ADD 0.0% +0.0% 18.1 730,471 +561,005 5
CYRX funds › CRYOPORT INC TRIM 0.0% +0.0% 18.1 1,152,311 -343,372 5
TYL funds › TYLER TECHNOLOGIES INC ADD 0.0% +0.0% 18.0 61,610 +53,512 5
VIAV funds › VIAVI SOLUTIONS INC TRIM 0.0% +0.0% 17.9 375,256 -52,344 5
RPM funds › RPM INTL INC ADD 0.0% +0.0% 17.8 160,130 +153,735 4 -27.8%
TRMB funds › TRIMBLE INC ADD 0.0% -0.0% 17.8 347,691 +79,069 5
MANH funds › MANHATTAN ASSOCIATES INC ADD 0.0% -0.0% 17.6 126,378 +10,265 5
CNM funds › CORE & MAIN INC TRIM 0.0% -0.1% 17.6 363,881 -568,442 5
SNAP funds › SNAP INC ADD 0.0% +0.0% 17.3 3,903,141 +3,601,002 5
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 17.3 67,593 -53,607 5
S funds › SENTINELONE INC TRIM 0.0% -0.0% 17.2 1,015,818 -279,892 5
TEAM funds › ATLASSIAN CORPORATION TRIM 0.0% -0.0% 17.2 221,560 -80,767 5
XYL funds › XYLEM INC TRIM 0.0% -0.0% 17.2 145,638 -149,972 5
GTX funds › GARRETT MOTION INC ADD 0.0% +0.0% 17.0 468,646 +261,986 3 +93.9% re-entry
HLI funds › HOULIHAN LOKEY INC ADD 0.0% -0.0% 17.0 126,476 +8,871 2 -70.8% re-entry
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 16.9 91,681 +32,368 5
SAIA funds › SAIA INC NEW 0.0% +0.0% 16.9 40,147 +40,147 1 -76.1%
FAF funds › FIRST AMERN FINL CORP NEW 0.0% +0.0% 16.7 243,675 +243,675 1 +16.3% re-entry
BAND funds › BANDWIDTH INC TRIM 0.0% +0.0% 16.7 263,607 -228,266 5
WCN funds › WASTE CONNECTIONS INC ADD 0.0% -0.0% 16.6 99,808 +1,601 5
MLM funds › MARTIN MARIETTA MATLS INC ADD 0.0% -0.0% 16.6 28,829 +5,328 5
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.0% -0.0% 16.6 69,858 -43,113 5
WULF funds › TERAWULF INC NEW 0.0% +0.0% 16.5 668,022 +668,022 1 -79.9%
ARWR funds › ARROWHEAD PHARMACEUTICALS IN ADD 0.0% +0.0% 16.5 201,927 +143,192 5
SWKS funds › SKYWORKS SOLUTIONS INC ADD 0.0% +0.0% 16.4 241,542 +133,217 5
RMD funds › RESMED INC ADD 0.0% +0.0% 16.3 83,852 +27,282 5
GGB funds › GERDAU SA NEW 0.0% +0.0% 16.3 4,032,490 +4,032,490 1 -14.0%
TPG funds › TPG INC ADD 0.0% +0.0% 16.3 401,268 +322,701 2 +7.2% re-entry
CAT funds › CATERPILLAR INC TRIM 0.0% +0.0% 16.2 15,258 -119 5
STE funds › STERIS PLC ADD 0.0% +0.0% 16.1 76,440 +27,594 5
PFGC funds › PERFORMANCE FOOD GROUP CO TRIM 0.0% -0.0% 15.7 140,791 -95,475 5
UVSP funds › UNIVEST FINANCIAL CORPORATIO ADD 0.0% +0.0% 15.7 358,183 +100,780 2 +20.4% re-entry
ELVN funds › ENLIVEN THERAPEUTICS INC NEW 0.0% +0.0% 15.6 306,574 +306,574 1 +390.8%
CASY funds › CASEYS GEN STORES INC ADD 0.0% +0.0% 15.5 19,562 +17,021 2 +34.8% re-entry
DOCU funds › DOCUSIGN INC ADD 0.0% +0.0% 15.5 349,038 +248,597 5
XP funds › XP INC TRIM 0.0% -0.0% 15.4 947,448 -982,997 5
AVY funds › AVERY DENNISON CORP ADD 0.0% +0.0% 15.4 94,561 +88,664 5
ARGX funds › ARGENX SE ADD 0.0% +0.0% 15.3 16,531 +1,745 3 -35.7% re-entry
GKOS funds › GLAUKOS CORP ADD 0.0% +0.0% 15.2 108,736 +98,205 5 +44.4%
SJM funds › SMUCKER J M CO TRIM 0.0% -0.0% 15.1 134,069 -7,366 5
CHD funds › CHURCH & DWIGHT CO INC ADD 0.0% +0.0% 15.1 155,662 +130,486 5
ERAS funds › ERASCA INC NEW 0.0% +0.0% 14.9 812,876 +812,876 1 +995.6%
DV funds › DOUBLEVERIFY HLDGS INC TRIM 0.0% -0.0% 14.9 1,370,028 -1,201,352 5
COTY funds › COTY INC ADD 0.0% -0.0% 14.8 6,871,724 +684,052 5
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 14.8 174,783 -324,734 5
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 14.6 148,945 -306,662 5
NVMI funds › NOVA LTD TRIM 0.0% -0.0% 14.5 27,501 -63,454 3 +42.0%
QTWO funds › Q2 HLDGS INC TRIM 0.0% -0.1% 14.2 295,011 -915,408 5
CNP funds › CENTERPOINT ENERGY INC ADD 0.0% +0.0% 14.2 321,853 +297,657 5
WEC funds › WEC ENERGY GROUP INC ADD 0.0% +0.0% 14.1 121,035 +114,992 5
GWRE funds › GUIDEWIRE SOFTWARE INC TRIM 0.0% -0.1% 14.1 114,618 -514,141 5
BCPC funds › BALCHEM CORP TRIM 0.0% -0.0% 14.0 83,109 -83,332 5
CRL funds › CHARLES RIV LABS INTL INC ADD 0.0% +0.0% 14.0 61,821 +39,610 5
MEDP funds › MEDPACE HLDGS INC TRIM 0.0% -0.1% 13.6 25,772 -90,551 3 -26.2%
SSL funds › SASOL LTD ADD 0.0% +0.0% 13.6 1,381,209 +762,796 2 +95.0%
FELE funds › FRANKLIN ELEC INC TRIM 0.0% -0.0% 13.6 126,465 -130,762 5
KEN funds › KENON HLDGS LTD NEW 0.0% +0.0% 13.4 198,047 +198,047 1 -87.4%
JBHT funds › HUNT J B TRANS SVCS INC TRIM 0.0% -0.0% 13.3 46,087 -71,719 5
LULU funds › LULULEMON ATHLETICA INC TRIM 0.0% -0.0% 13.0 114,176 -60,993 5
P funds › EVERPURE INC ADD 0.0% +0.0% 13.0 164,585 +74,435 5
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.0% -0.0% 12.9 180,205 -245,138 5
PODD funds › INSULET CORP TRIM 0.0% -0.1% 12.9 84,633 -173,086 5
ADTN funds › ADTRAN HOLDINGS INC ADD 0.0% +0.0% 12.8 917,754 +459,802 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.0% -0.0% 12.7 12,549 -1,062 5
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.2% 12.7 92,712 -1,049,338 5
NVT funds › NVENT ELEC PLC TRIM 0.0% -0.0% 12.6 74,332 -34,697 3 +73.1% re-entry
ATR funds › APTARGROUP INC NEW 0.0% +0.0% 12.5 99,902 +99,902 1 +51.0% re-entry
GNW funds › GENWORTH FINL INC TRIM 0.0% -0.0% 12.4 1,308,094 -315,989 5
BKU funds › BANKUNITED INC ADD 0.0% +0.0% 12.4 254,990 +81,741 4 +10.7%
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.0% -0.0% 12.2 92,049 -188,835 5
SHAK funds › SHAKE SHACK INC ADD 0.0% +0.0% 12.2 217,617 +186,641 5
SYK funds › STRYKER CORPORATION ADD 0.0% +0.0% 12.2 38,699 +28,037 5
CPAY funds › CORPAY INC ADD 0.0% +0.0% 12.2 36,497 +27,451 5
MKL funds › MARKEL GROUP INC ADD 0.0% -0.0% 12.2 6,226 +882 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.0% +0.0% 12.0 18,844 -8,693 5
BAC funds › BANK OF AMER CORP TRIM 0.0% -0.0% 11.9 209,392 -68,988 5
MWA funds › MUELLER WTR PRODS INC TRIM 0.0% -0.0% 11.8 455,817 -107,347 5
ESTA funds › ESTABLISHMENT LABS HLDGS INC ADD 0.0% +0.0% 11.7 135,897 +84,592 5
AEE funds › AMEREN CORP ADD 0.0% +0.0% 11.6 102,697 +96,754 5
PAAS funds › PAN AMERN SILVER CORP ADD 0.0% +0.0% 11.5 256,742 +244,996 3 +14.5%
BRBR funds › BELLRING BRANDS INC TRIM 0.0% -0.0% 11.5 886,977 -455,494 5
PRAA funds › PRA GROUP INC ADD 0.0% +0.0% 11.4 601,444 +481,538 5
FIS funds › FIDELITY NATL INFORMATION SV ADD 0.0% +0.0% 11.4 293,560 +282,649 5
MS funds › MORGAN STANLEY TRIM 0.0% -0.0% 11.4 54,503 -4,790 5
VOYA funds › VOYA FINANCIAL INC NEW 0.0% +0.0% 11.4 125,611 +125,611 1 +132.0%
ALSN funds › ALLISON TRANSMISSION HLDGS I NEW 0.0% +0.0% 11.3 100,489 +100,489 1 +26.3% re-entry
C funds › CITIGROUP INC ADD 0.0% +0.0% 11.3 80,858 +26,940 5
DB funds › DEUTSCHE BK AG TRIM 0.0% -0.0% 11.3 333,726 -2,786 5
COLL funds › COLLEGIUM PHARMACEUTICAL INC TRIM 0.0% -0.0% 11.2 308,917 -3,681 5
CG funds › CARLYLE GROUP INC NEW 0.0% +0.0% 11.1 264,232 +264,232 1 +1.9% re-entry

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 77,044 1144 0.31 40% 0.021 0.725 in
2026Q1 62,588 1074 0.25 41% 0.025 0.825 in
2025Q4 66,624 1120 0.26 39% 0.025 0.760 in
2025Q3 67,697 1137 0.27 38% 0.023 0.748 in
2025Q2 63,019 1124 0.29 33% 0.018 0.698 entered
2025Q1 56,080 1125 0.00 40% 0.022 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