CIK 1166767
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Semiconductors & Semiconductor Equipment | 14.11% | 13 |
| Software | 11.49% | 27 |
| Chemicals | 11.12% | 4 |
| Pharmaceuticals & Biotechnology | 9.60% | 5 |
| Specialty Retail | 8.81% | 12 |
| Software & IT Services | 6.22% | 6 |
| Commercial Services & Supplies | 4.54% | 22 |
| Technology Hardware & Equipment | 4.32% | 10 |
| Construction & Engineering | 3.49% | 4 |
| Capital Markets | 3.33% | 5 |
| Machinery | 3.30% | 21 |
| Entertainment | 3.28% | 2 |
| Banks | 2.85% | 4 |
| Road & Rail | 2.75% | 3 |
| Agricultural Products | 2.06% | 1 |
| Health Care Equipment & Supplies | 1.95% | 8 |
| Equity Real Estate Investment Trusts (REITs) | 1.18% | 5 |
| Oil, Gas & Consumable Fuels | 1.06% | 1 |
| Unclassified | 1.05% | 12 |
| Beverages | 0.75% | 2 |
| Utilities | 0.69% | 6 |
| Aerospace & Defense | 0.40% | 3 |
| Marine | 0.33% | 2 |
| Distributors | 0.20% | 5 |
| Insurance | 0.17% | 5 |
| Communications Equipment | 0.15% | 2 |
| Life Sciences Tools & Services | 0.15% | 4 |
| Real Estate Management & Development | 0.12% | 1 |
| Construction Materials | 0.12% | 1 |
| Automobiles & Components | 0.11% | 2 |
| Transportation Infrastructure | 0.09% | 1 |
| Electrical Equipment & Components | 0.07% | 3 |
| Health Care Providers & Services | 0.03% | 3 |
| Professional Services | 0.03% | 4 |
| Diversified Telecommunication Services | 0.02% | 2 |
| Food & Staples Retailing | 0.02% | 2 |
| Textiles, Apparel & Luxury Goods | 0.01% | 2 |
| Media & Publishing | 0.01% | 1 |
| Household Durables | 0.01% | 1 |
| Media & Entertainment | 0.01% | 1 |
| Hotels, Restaurants & Leisure | 0.01% | 1 |
| Leisure Products | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE Co | Materials | 8.02% |
| 2 | LLY | ELI LILLY & Co | Health Care | 6.95% |
| 3 | NVDA | NVIDIA CORP | Information Technology | 6.40% |
| 4 | MSFT | MICROSOFT CORP | Information Technology | 5.73% |
| 5 | AMZN | AMAZON COM INC | Consumer Discretionary | 4.90% |
| 6 | GOOGL | Alphabet Inc. | Communication Services | 3.66% |
| 7 | DIS | Walt Disney Co | Communication Services | 3.26% |
| 8 | ICE | Intercontinental Exchange, Inc. | Financials | 3.05% |
| 9 | NOW | ServiceNow, Inc. | Information Technology | 2.94% |
| 10 | MPWR | MONOLITHIC POWER SYSTEMS INC | Information Technology | 2.92% |
209/220 names classified · sector 99.7% of weight · industry 99.0% · mkt cap 98.0%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 99.7% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 96.0% of book weight (184/214 names) · unclassified 4.0%: AGNC, BRK.B, COKE, TSM, , CP, GRAB, CMA, ARES, CCEP +20 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PGPROCTER AND GAMBLE CO | 618,732 | $104M | 8.0% | HOLD |
| 2 | LLYELI LILLY & CO | 116,341 | $90M | 6.9% | HOLD |
| 3 | NVDANVIDIA CORPORATION | 616,035 | $83M | 6.4% | TRIM −2% |
| 4 | MSFTMICROSOFT CORP | 175,870 | $74M | 5.7% | TRIM −2% |
| 5 | AMZNAMAZON COM INC | 288,663 | $63M | 4.9% | HOLD |
| 6 | GOOGLALPHABET INC | 250,255 | $47M | 3.7% | TRIM −13% |
| 7 | DISDISNEY WALT CO | 378,157 | $42M | 3.3% | HOLD |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 264,620 | $39M | 3.0% | HOLD |
| 9 | NOWSERVICENOW INC | 35,823 | $38M | 2.9% | HOLD |
| 10 | MPWRMONOLITHIC PWR SYS INC | 63,770 | $38M | 2.9% | TRIM −3% |
| 11 | JPMJPMORGAN CHASE & CO | 142,585 | $34M | 2.6% | TRIM −27% |
| 12 | ZTSZOETIS INC | 208,903 | $34M | 2.6% | TRIM −13% |
| 13 | PPGPPG INDS INC | 282,810 | $34M | 2.6% | TRIM −3% |
| 14 | SAIASAIA INC | 73,295 | $33M | 2.6% | HOLD |
| 15 | METAMETA PLATFORMS INC | 54,665 | $32M | 2.5% | NEW |
| 16 | TXNTEXAS INSTRS INC | 164,000 | $31M | 2.4% | HOLD |
| 17 | DHRDANAHER CORP DEL | 131,933 | $30M | 2.3% | TRIM −2% |
| 18 | DASHDOORDASH INC | 180,475 | $30M | 2.3% | HOLD |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 25,107 | $30M | 2.3% | HOLD |
| 20 | FIXCOMFORT SYS USA INC | 65,015 | $28M | 2.1% | ADD 3% |
| 21 | INTUINTUIT | 42,956 | $27M | 2.1% | TRIM −13% |
| 22 | CTVACORTEVA INC | 467,865 | $27M | 2.1% | HOLD |
| 23 | ETNEATON CORP PLC | 79,540 | $26M | 2.0% | ADD 10% |
| 24 | BDXBECTON DICKINSON & CO | 77,655 | $18M | 1.4% | HOLD |
| 25 | ONON SEMICONDUCTOR CORP | 275,885 | $17M | 1.3% | TRIM −46% |
| 26 | SHWSHERWIN WILLIAMS CO | 48,550 | $17M | 1.3% | TRIM −19% |
| 27 | BLDTOPBUILD COR | 52,225 | $16M | 1.3% | ADD 7% |
| 28 | KOSKOSMOS ENERGY LTD | 4,008,525 | $14M | 1.1% | HOLD |
| 29 | AGNCAGNC Investment Corp | 1,351,790 | $12M | 1.0% | HOLD |
| 30 | BRK.BBERKSHIRE HATHAWAY INC DEL | 20,155 | $9M | 0.7% | TRIM −69% |
| 31 | COKECOCA COLA CONS INC | 7,052 | $9M | 0.7% | TRIM −12% |
| 32 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 40,630 | $8M | 0.6% | TRIM −13% |
| 33 | HPEHEWLETT PACKARD ENTERPRISE C | 348,370 | $7M | 0.6% | HOLD |
| 34 | MAMASTERCARD INCORPORATED | 13,627 | $7M | 0.6% | TRIM −5% |
| 35 | TMOTHERMO FISHER SCIENTIFIC INC | 11,250 | $6M | 0.5% | TRIM −5% |
| 36 | ECLECOLAB INC | 24,074 | $6M | 0.4% | TRIM −5% |
| 37 | ROPROPER TECHNOLOGIES INC | 10,710 | $6M | 0.4% | TRIM −5% |
| 38 | ISRGINTUITIVE SURGICAL INC | 10,167 | $5M | 0.4% | TRIM −5% |
| 39 | RTXRTX CORPORATION | 42,170 | $5M | 0.4% | TRIM −3% |
| 40 | NEENEXTERA ENERGY INC | 66,827 | $5M | 0.4% | TRIM −5% |
| 41 | PANWPALO ALTO NETWORKS INC | 24,506 | $4M | 0.3% | ADD 87% |
| 42 | EBAYEBAY INC. | 69,993 | $4M | 0.3% | TRIM −14% |
| 43 | AWKAMERICAN WTR WKS CO INC NEW | 30,586 | $4M | 0.3% | TRIM −5% |
| 44 | XYLXYLEM INC | 30,629 | $4M | 0.3% | TRIM −5% |
| 45 | WMWASTE MGMT INC DEL | 16,130 | $3M | 0.3% | TRIM −5% |
| 46 | VVISA INC | 9,189 | $3M | 0.2% | TRIM −5% |
| 47 | ACNACCENTURE PLC IRELAND | 8,199 | $3M | 0.2% | ADD 34% |
| 48 | RCLROYAL CARIBBEAN GROUP | 11,610 | $3M | 0.2% | HOLD |
| 49 | MRVLMARVELL TECHNOLOGY INC | 23,280 | $3M | 0.2% | ADD 28% |
| 50 | MELIMERCADOLIBRE INC | 1,500 | $3M | 0.2% | HOLD |
| 51 | CRMSALESFORCE INC | 7,299 | $2M | 0.2% | ADD 42% |
| 52 | WTSWATTS WATER TECHNOLOGIES INC | 11,247 | $2M | 0.2% | TRIM −5% |
| 53 | SHOPSHOPIFY INC | 20,453 | $2M | 0.2% | TRIM −5% |
| 54 | EGPEASTGROUP PPTYS INC | 12,260 | $2M | 0.2% | ADD 54% |
| 55 | BALLBALL CORP | 29,521 | $2M | 0.1% | TRIM −5% |
| 56 | CCLCARNIVAL CORP | 64,290 | $2M | 0.1% | HOLD |
| 57 | CPCANADIAN PACIFIC KANSAS CITY | 21,902 | $2M | 0.1% | TRIM −5% |
| 58 | CWKCUSHMAN WAKEFIELD PLC | 117,475 | $2M | 0.1% | ADD 25% |
| 59 | VMCVULCAN MATLS CO | 5,960 | $2M | 0.1% | ADD 7% |
| 60 | AXONAXON ENTERPRISE INC | 2,495 | $1M | 0.1% | TRIM −21% |
| 61 | VLTOVERALTO CORP | 14,419 | $1M | 0.1% | TRIM −5% |
| 62 | EWEDWARDS LIFESCIENCES CORP | 19,426 | $1M | 0.1% | TRIM −5% |
| 63 | FTITECHNIPFMC PLC | 48,445 | $1M | 0.1% | ADD 45% |
| 64 | APTVAPTIV PLC | 22,857 | $1M | 0.1% | NEW |
| 65 | TYLTYLER TECHNOLOGIES INC | 2,377 | $1M | 0.1% | HOLD |
| 66 | TJXTJX COS INC NEW | 10,860 | $1M | 0.1% | NEW |
| 67 | NDAQNASDAQ INC | 15,776 | $1M | 0.1% | TRIM −21% |
| 68 | FSLRFIRST SOLAR INC | 6,836 | $1M | 0.1% | NEW |
| 69 | XPOXPO INC | 9,045 | $1M | 0.1% | ADD 131% |
| 70 | ZIONZIONS BANCORPORATION N A | 21,135 | $1M | 0.1% | HOLD |
| 71 | AGCOAGCO CORP | 12,192 | $1M | 0.1% | TRIM −5% |
| 72 | QCOMQUALCOMM INC | 7,400 | $1M | 0.1% | HOLD |
| 73 | MSCIMSCI INC | 1,872 | $1M | 0.1% | ADD 6% |
| 74 | GRABGRAB HOLDINGS LIMITED | 234,000 | $1M | 0.1% | NEW |
| 75 | PFGCPERFORMANCE FOOD GROUP CO | 13,045 | $1M | 0.1% | HOLD |
| 76 | APOAPOLLO GLOBAL MGMT INC | 6,650 | $1M | 0.1% | HOLD |
| 77 | WALWESTERN ALLIANCE BANCORP | 12,545 | $1M | 0.1% | ADD 7% |
| 78 | CMACOMERICA INC | 16,610 | $1M | 0.1% | HOLD |
| 79 | HRIHERC HLDGS INC | 5,295 | $1M | 0.1% | HOLD |
| 80 | SKECHERS U S A INC CL A | 14,785 | $994,143 | 0.1% | ADD 72% |
| 81 | DPZDOMINOS PIZZA INC | 2,350 | $986,436 | 0.1% | NEW |
| 82 | TOLTOLL BROTHERS INC | 6,960 | $876,612 | 0.1% | ADD 18% |
| 83 | AZEK CO INC CL A | 17,120 | $812,686 | 0.1% | HOLD |
| 84 | GEVGE VERNOVA INC | 2,470 | $812,457 | 0.1% | TRIM −38% |
| 85 | ARESARES MANAGEMENT CORPORATION | 4,485 | $793,980 | 0.1% | HOLD |
| 86 | MSIMOTOROLA SOLUTIONS INC | 1,699 | $785,329 | 0.1% | TRIM −3% |
| 87 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 9,943 | $763,722 | 0.1% | HOLD |
| 88 | HLIOHELIOS TECHNOLOGIES INC | 17,070 | $762,005 | 0.1% | NEW |
| 89 | FLSFLOWSERVE CORP | 13,105 | $753,800 | 0.1% | ADD 69% |
| 90 | ASMLASML HOLDING N V | 1,030 | $713,872 | 0.1% | HOLD |
| 91 | HUBBHUBBELL INC | 1,665 | $697,452 | 0.1% | HOLD |
| 92 | AVTRAVANTOR INC | 30,908 | $651,232 | 0.1% | TRIM −3% |
| 93 | AAGILENT TECHNOLOGIES INC | 4,836 | $649,668 | 0.1% | ADD 11% |
| 94 | KMPRKEMPER CORP | 9,745 | $647,458 | 0.1% | HOLD |
| 95 | TFIITFI INTL INC | 4,575 | $618,037 | 0.0% | TRIM −26% |
| 96 | HIGHARTFORD INSURANCE GROUP INC | 5,485 | $600,059 | 0.0% | HOLD |
| 97 | CACICACI INTL INC | 1,485 | $600,029 | 0.0% | HOLD |
| 98 | WMSADVANCED DRAIN SYS INC DEL | 5,106 | $590,254 | 0.0% | ADD 13% |
| 99 | DKSDICKS SPORTING GOODS INC | 2,470 | $565,235 | 0.0% | NEW |
| 100 | OWLBLUE OWL CAPITAL INC | 24,060 | $559,636 | 0.0% | NEW |
| 101 | BRKRBRUKER CORP | 9,320 | $546,338 | 0.0% | TRIM −16% |
| 102 | CDWCDW CORP | 3,050 | $530,822 | 0.0% | TRIM −29% |
| 103 | AZOAUTOZONE INC | 159 | $509,118 | 0.0% | TRIM −32% |
| 104 | MDBMONGODB INC | 2,159 | $502,637 | 0.0% | ADD 461% |
| 105 | AMEAMETEK INC | 2,750 | $495,715 | 0.0% | HOLD |
| 106 | DHID R HORTON INC | 3,465 | $484,476 | 0.0% | ADD 62% |
| 107 | AAONAAON INC | 4,095 | $481,900 | 0.0% | TRIM −60% |
| 108 | CRCRANE COMPANY | 3,150 | $478,013 | 0.0% | ADD 39% |
| 109 | RGAREINSURANCE GRP OF AMERICA I | 2,230 | $476,395 | 0.0% | HOLD |
| 110 | LECOLINCOLN ELEC HLDGS INC | 2,540 | $476,174 | 0.0% | NEW |
| 111 | BBYBest Buy Company, Inc. | 5,475 | $469,755 | 0.0% | TRIM −36% |
| 112 | EXREXTRA SPACE STORAGE INC | 3,015 | $451,044 | 0.0% | TRIM −57% |
| 113 | BLDRBUILDERS FIRSTSOURCE INC | 3,115 | $445,227 | 0.0% | TRIM −43% |
| 114 | AERAERCAP HOLDINGS NV | 4,563 | $436,679 | 0.0% | HOLD |
| 115 | ALLEALLEGION PLC | 3,305 | $431,897 | 0.0% | TRIM −49% |
| 116 | AUBATLANTIC UN BANKSHARES CORP | 11,265 | $426,718 | 0.0% | HOLD |
| 117 | ALLALLSTATE CORP | 2,115 | $407,751 | 0.0% | HOLD |
| 118 | NVTNVENT ELECTRIC PLC | 5,848 | $398,600 | 0.0% | TRIM −66% |
| 119 | ENPHENPHASE ENERGY INC | 5,722 | $392,987 | 0.0% | TRIM −5% |
| 120 | SNPSSYNOPSYS INC | 673 | $326,647 | 0.0% | HOLD |
| 121 | VRTVERTIV HOLDINGS CO | 2,867 | $325,720 | 0.0% | TRIM −12% |
| 122 | CDNSCADENCE DESIGN SYSTEM INC | 1,059 | $318,187 | 0.0% | ADD 9% |
| 123 | CLSCELESTICA INC | 3,435 | $317,051 | 0.0% | NEW |
| 124 | HOLXHOLOGIC INC | 4,176 | $301,048 | 0.0% | HOLD |
| 125 | CLHCLEAN HARBORS INC | 1,267 | $291,587 | 0.0% | HOLD |
| 126 | EQIXEQUINIX INC | 301 | $283,810 | 0.0% | HOLD |
| 127 | PLNTPLANET FITNESS INC | 2,670 | $263,983 | 0.0% | HOLD |
| 128 | BSXBOSTON SCIENTIFIC CORP | 2,667 | $238,216 | 0.0% | HOLD |
| 129 | SITESITEONE LANDSCAPE SUPPLY INC | 1,760 | $231,915 | 0.0% | HOLD |
| 130 | DXCMDEXCOM | 2,883 | $224,211 | 0.0% | ADD 14% |
| 131 | ANSYS INC | 621 | $209,482 | 0.0% | TRIM −17% |
| 132 | NTRANATERA INC | 1,297 | $205,315 | 0.0% | TRIM −25% |
| 133 | SNOWSNOWFLAKE INC | 1,267 | $195,637 | 0.0% | TRIM −19% |
| 134 | SPGIS&P GLOBAL INC | 375 | $186,761 | 0.0% | HOLD |
| 135 | CNMCORE & MAIN INC | 3,657 | $186,178 | 0.0% | HOLD |
| 136 | CYBERARK SOFTWARE LTD | 526 | $175,237 | 0.0% | HOLD |
| 137 | IEXIDEX CORP | 827 | $173,083 | 0.0% | ADD 18% |
| 138 | HUBSHUBSPOT INC | 246 | $171,405 | 0.0% | TRIM −13% |
| 139 | ALTAIR ENGINEERING INC | 1,567 | $170,975 | 0.0% | HOLD |
| 140 | MRKMERCK & CO INC | 1,716 | $170,708 | 0.0% | HOLD |
| 141 | OSISOSI SYSTEMS INC | 1,009 | $168,937 | 0.0% | HOLD |
| 142 | WCNWASTE CONNECTIONS INC | 984 | $168,835 | 0.0% | HOLD |
| 143 | WABWABTEC | 875 | $165,891 | 0.0% | HOLD |
| 144 | TMUST-MOBILE US INC | 741 | $163,561 | 0.0% | TRIM −18% |
| 145 | CSGPCOSTAR GROUP INC | 2,240 | $160,362 | 0.0% | HOLD |
| 146 | DLRDIGITAL RLTY TR INC | 904 | $160,306 | 0.0% | TRIM −14% |
| 147 | PTCPTC INC | 864 | $158,864 | 0.0% | HOLD |
| 148 | ADBEADOBE INC | 356 | $158,306 | 0.0% | TRIM −91% |
| 149 | COSTCOSTCO WHSL CORP NEW | 170 | $155,766 | 0.0% | HOLD |
| 150 | BJBJS WHSL CLUB HLDGS INC | 1,716 | $153,325 | 0.0% | HOLD |
| 151 | APGAPI GROUP CORP | 4,239 | $152,477 | 0.0% | HOLD |
| 152 | ESTCELASTIC N V | 1,538 | $152,385 | 0.0% | ADD 26% |
| 153 | GDDYGODADDY INC | 756 | $149,212 | 0.0% | TRIM −33% |
| 154 | SFMSPROUTS FMRS MKT INC | 1,171 | $148,799 | 0.0% | TRIM −14% |
| 155 | ADSKAUTODESK INC | 497 | $146,898 | 0.0% | ADD 27% |
| 156 | ROLROLLINS INC | 3,147 | $145,863 | 0.0% | HOLD |
| 157 | CRWDCROWDSTRIKE HLDGS INC | 422 | $144,392 | 0.0% | HOLD |
| 158 | ZSZSCALER INC | 797 | $143,787 | 0.0% | ADD 21% |
| 159 | DSGXDESCARTES SYS GROUP INC | 1,261 | $143,250 | 0.0% | TRIM −16% |
| 160 | LHLABCORP HOLDINGS INC | 596 | $136,675 | 0.0% | HOLD |
| 161 | MDTMEDTRONIC PLC | 1,681 | $134,278 | 0.0% | HOLD |
| 162 | MSAMSA SAFETY INC | 808 | $133,942 | 0.0% | HOLD |
| 163 | EXACT SCIENCES CORP | 2,382 | $133,845 | 0.0% | ADD 28% |
| 164 | HQYHEALTHEQUITY INC | 1,326 | $127,230 | 0.0% | HOLD |
| 165 | AMDADVANCED MICRO DEVICES INC | 1,052 | $127,071 | 0.0% | HOLD |
| 166 | VRNSVARONIS SYS INC | 2,844 | $126,359 | 0.0% | HOLD |
| 167 | FOURSHIFT4 PMTS INC | 1,216 | $126,196 | 0.0% | TRIM −25% |
| 168 | WTRGESSENTIAL UTILS INC | 3,409 | $123,815 | 0.0% | HOLD |
| 169 | PNRPENTAIR PLC | 1,222 | $122,982 | 0.0% | TRIM −17% |
| 170 | UNHUNITEDHEALTH GROUP INC | 237 | $119,889 | 0.0% | HOLD |
| 171 | NYTNEW YORK TIMES CO | 2,279 | $118,622 | 0.0% | HOLD |
| 172 | ORCLORACLE CORP | 710 | $118,314 | 0.0% | HOLD |
| 173 | STESTERIS PLC | 567 | $116,553 | 0.0% | HOLD |
| 174 | TSCOTRACTOR SUPPLY CO | 2,195 | $116,467 | 0.0% | ADD 400% |
| 175 | SPSCSPS COMM INC | 632 | $116,282 | 0.0% | ADD 56% |
| 176 | ACMAECOM | 1,085 | $115,900 | 0.0% | HOLD |
| 177 | VZVERIZON COMMUNICATIONS INC | 2,888 | $115,491 | 0.0% | HOLD |
| 178 | SSENTINELONE INC | 5,110 | $113,442 | 0.0% | HOLD |
| 179 | AOSSMITH A O CORP | 1,604 | $109,409 | 0.0% | HOLD |
| 180 | NFLXNETFLIX INC | 122 | $108,741 | 0.0% | TRIM −22% |
| 181 | TEAMATLASSIAN CORPORATION | 444 | $108,061 | 0.0% | TRIM −24% |
| 182 | MANHMANHATTAN ASSOCIATES INC | 396 | $107,015 | 0.0% | HOLD |
| 183 | TRUTRANSUNION | 1,111 | $103,001 | 0.0% | HOLD |
| 184 | AITAPPLIED INDL TECHNOLOGIES IN | 430 | $102,972 | 0.0% | HOLD |
| 185 | JBTMJBT MAREL CORPORATION | 800 | $101,680 | 0.0% | HOLD |
| 186 | RPDRAPID7 INC | 2,478 | $99,690 | 0.0% | ADD 45% |
| 187 | TTCTORO CO | 1,228 | $98,363 | 0.0% | HOLD |
| 188 | ZWSZURN ELKAY WATER SOLNS CORP | 2,623 | $97,838 | 0.0% | HOLD |
| 189 | GNTXGENTEX CORP | 3,395 | $97,538 | 0.0% | HOLD |
| 190 | TERTERADYNE INC | 771 | $97,084 | 0.0% | HOLD |
| 191 | KLACKLA CORP | 152 | $95,778 | 0.0% | HOLD |
| 192 | WIXWIX COM LTD | 435 | $93,329 | 0.0% | TRIM −22% |
| 193 | BSYBENTLEY SYS INC | 1,991 | $92,980 | 0.0% | HOLD |
| 194 | FDSFACTSET RESH SYS INC | 192 | $92,214 | 0.0% | HOLD |
| 195 | GPNGLOBAL PMTS INC | 810 | $90,769 | 0.0% | HOLD |
| 196 | LFUSLITTELFUSE INC | 385 | $90,725 | 0.0% | HOLD |
| 197 | ITGARTNER INC | 186 | $90,111 | 0.0% | HOLD |
| 198 | ALRMALARM COM HLDGS INC | 1,467 | $89,194 | 0.0% | HOLD |
| 199 | EXPOEXPONENT INC | 967 | $86,160 | 0.0% | HOLD |
| 200 | LULULULULEMON ATHLETICA INC | 215 | $82,218 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.