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Bridgewater

directional-only · 31-DEC-2025 → 31-MAR-2026

AUM $22,404,547,213 · 993 positions · top-10 40.7% · SEC filing history →

13FScore 55/100 — cloning their disclosed top holdings over ~4.7y returned +8%/yr vs S&P +10%/yr (alpha -3%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$TSM · TAIWAN SEMICONDUCTOR MANUFAC1.6%$363,998,848+18%LowTaiwan Semiconductor Manufacturing (TSMC) is the world's largest dedicated semiconductor foundry, manufacturing advanced logic chips on a contract basis for fabless chip designers.CitriniSerenityBitget →
$NUE · NUCOR CORP0.5%$104,593,085+40%LowNucor is a US steel producer that manufactures steel and steel products using electric-arc-furnace mini-mills, serving construction, automotive, energy, and other industrial markets.S&PCitrini
$GOOG · ALPHABET INC0.5%$111,015,394+21%LowAlphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
$SNPS · SYNOPSYS INC0.4%$82,607,797-3%LowSynopsys provides electronic design automation software, semiconductor intellectual property and software-integrity tools used to design and verify chips and systems.NASDAQS&P
TOWER SEMICONDUCTOR LTD0.4%$81,198,983Low
$EMXC · ISHARES INC0.4%$84,345,545+17%LowThe iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$PCAR · PACCAR INC0.4%$89,751,816+9%LowPACCAR designs and manufactures heavy- and medium-duty commercial trucks under the Kenworth, Peterbilt, and DAF brands, and provides related parts and financial services.NASDAQS&P
$STLD · STEEL DYNAMICS INC0.4%$78,854,220+31%LowSteel Dynamics is a US steel producer and metals recycler that makes flat-rolled and long steel products, steel fabrication and recycled ferrous and nonferrous materials.NASDAQS&PCitrini
$INSM · INSMED INC0.2%$48,333,078-37%LowA biopharmaceutical company developing and commercializing therapies for rare and serious diseases, including pulmonary and inflammatory conditions.NASDAQ
$CRWV · COREWEAVE INC0.1%$28,201,017-5%LowProvides specialized cloud computing infrastructure built around GPUs, delivering high-performance compute capacity for artificial-intelligence and machine-learning workloads.NASDAQCitriniSerenityBitget →
$ASX · ASE TECHNOLOGY HLDG CO LTD0.1%$33,557,583+77%LowASE Technology Holding is a Taiwan-based provider of semiconductor assembly, packaging, and testing services, along with electronics manufacturing services.SerenityBitget →
$HUT · HUT 8 CORP0.1%$11,523,860+95%LowOperates Bitcoin mining and digital-asset infrastructure, running data centers and energy-focused computing facilities in North America, including high-performance and AI compute hosting.NASDAQCitrini
$PBR · PETROLEO BRASILEIRO S A0.1%$23,882,918-13%Low
$TRI4EUR · THOMSON REUTERS CORP0.1%$14,388,612LowThomson Reuters provides information, software and workflow tools for legal, tax, accounting, compliance and news professionals, including its Westlaw and Reuters offerings.
$J · JACOBS SOLUTIONS INC0.1%$12,485,022+4%LowProvides engineering, consulting and technical professional services for infrastructure, water, transportation, environmental, and advanced-technology projects worldwide.S&P
$CSTM · CONSTELLIUM SE0.1%$12,363,027+29%LowManufactures specialty aluminum rolled and extruded products and structural components for the aerospace, automotive, and packaging industries.Citrini
$KMT · KENNAMETAL INC0.1%$23,094,115-7%LowCitrini
$LPX · LOUISIANA PAC CORP0.1%$12,306,099+2%LowLouisiana-Pacific manufactures engineered wood building products, including siding, oriented strand board, and other structural and specialty products for residential and commercial construction.
$EMR · EMERSON ELEC CO0.1%$17,553,142+7%LowEmerson Electric is an industrial technology company that supplies automation solutions, process controls, measurement instruments, and software for manufacturing, energy, and industrial customers.S&P
$AAOI · APPLIED OPTOELECTRONICS INC0.1%$18,942,662+21%LowFiber-optic networking componentsNASDAQSerenityBitget →
$WEA · WESTERN ALLIANCE BANCORP0.1%$13,518,180+0%Low
$RAL · RALLIANT CORP0.1%$13,453,284+69%LowRalliant, a spinoff of Fortive, makes precision instruments and test and measurement technologies for industrial, aerospace, and electronics applications.
$ROST · ROSS STORES INC0.1%$13,494,099-2%LowRoss Stores operates off-price retail chains, including Ross Dress for Less and dd's Discounts, selling discounted apparel, footwear, and home goods.NASDAQS&PCitrini
$CGNX · COGNEX CORP0.0%$4,094,094+31%LowDevelops machine-vision systems, software, and sensors used to guide, gauge, and inspect products in factory automation and logistics applications.NASDAQCitriniBitget →
$WRBY · WARBY PARKER INC0.0%$3,613,926+25%LowWarby Parker is a direct-to-consumer eyewear brand that designs and sells prescription glasses, sunglasses, and contact lenses online and through its own stores, and offers eye exams.
$DIS · DISNEY WALT CO0.0%$2,299,627+1%LowA diversified media and entertainment company operating film and TV studios, streaming services, cable and broadcast networks, and theme parks and resorts.S&P
$EXPD · EXPEDITORS INTL WASH INC0.0%$2,075,976+28%LowExpeditors International of Washington is a global logistics company providing freight forwarding, customs brokerage, and supply-chain services by air, ocean, and ground transport.S&P
$FNF · FIDELITY NATL FINL INC0.0%$1,295,904+12%LowFidelity National Financial is a leading provider of title insurance and transaction services for residential and commercial real estate, and also operates an annuity and life insurance business.
$FHB · FIRST HAWAIIAN INC0.0%$5,069,434+19%LowFirst Hawaiian is the holding company for First Hawaiian Bank, a regional bank providing commercial and consumer banking, lending, and wealth services in Hawaii, Guam, and Saipan.NASDAQ
$AEP · AMERICAN ELEC PWR CO INC0.0%$6,798,989+1%LowAmerican Electric Power is one of the largest U.S. electric utilities, generating and delivering electricity and operating extensive transmission infrastructure across multiple states.NASDAQS&P
$ATI · ATI INC0.0%$3,192,847+36%LowATI Inc. produces specialty materials and complex components, including titanium, nickel-based alloys, and precision-forged parts for aerospace, defense, and industrial markets.Citrini
$ATRC · ATRICURE INC0.0%$956,240+23%LowCardiac surgical ablation devices (atrial fibrillation)NASDAQ
$SNAP · SNAP INC0.0%$95,399-2%LowSnap Inc. operates Snapchat, a camera and messaging app, generating revenue primarily from advertising and also selling augmented-reality products and hardware.
$SHC · SOTERA HEALTH CO0.0%$9,971,921+24%LowSotera Health provides outsourced sterilization, lab testing and advisory services to medical device and pharmaceutical companies through its Sterigenics, Nordion and Nelson Labs businesses.NASDAQ
$SSNC · SS&C TECH HLDGS0.0%$2,344,949+3%LowNASDAQ
$ULTA · ULTA BEAUTY INC0.0%$1,814,326-8%LowUlta Beauty is a US specialty retailer of cosmetics, skincare, fragrance, and haircare products, selling mass and prestige brands through stores and e-commerce alongside in-store salon services.NASDAQS&PCitrini
$FOXA · FOX CORP0.0%$502,474-1%LowFox Corporation is a media company that operates broadcast and cable television networks, including Fox News, Fox Sports, the Fox broadcast network, and the Tubi streaming service.NASDAQS&PBitget →
$GAP · GAP INC0.0%$5,139,233-16%LowGap Inc. is an apparel retailer that designs and sells clothing and accessories under the Gap, Old Navy, Banana Republic, and Athleta brands through stores and online.
$HRI · HERC HLDGS INC0.0%$4,336,796+50%LowOne of the largest North American equipment-rental companies, renting aerial, earthmoving, material-handling and other equipment to construction and industrial customers.
$HXL · HEXCEL CORP NEW0.0%$1,779,893+28%LowManufactures advanced lightweight composite materials, including carbon fiber, reinforcements and structural components, mainly for aerospace, defense and industrial markets.Citrini
$ILMN · ILLUMINA INC0.0%$1,571,688+51%LowDevelops, manufactures and markets DNA sequencing and array-based systems, consumables and software used in genomic research and clinical diagnostics.NASDAQ
$KIM · KIMCO REALTY CORP0.0%$387,360+16%LowOpen-air shopping center REITS&P
$PAAS · PAN AMERN SILVER CORP0.0%$8,274,424-24%LowPan American Silver is a mining company that produces silver and gold from mines across the Americas, including Mexico, Peru, Bolivia, and Argentina.
$PRLB · PROTO LABS INC0.0%$438,484+36%Low
$ROG · ROGERS CORP0.0%$1,235,798+50%LowEngineered materials and electronics components
$PCVX · VAXCYTE INC0.0%$749,793-3%LowVaxcyte is a clinical-stage biotechnology company developing novel protein-based vaccines, including advanced pneumococcal conjugate vaccine candidates.NASDAQ
$CRWD · CROWDSTRIKE HLDGS INC0.0%$1,563,592+108%LowProvides a cloud-native cybersecurity platform, led by its Falcon software, that delivers endpoint protection, threat intelligence, and security operations services.NASDAQS&PSerenityBitget →
$WMG · WARNER MUSIC GROUP CORP0.0%$826,117+11%LowWarner Music Group is a major recorded-music and music-publishing company that signs, markets, and distributes artists and manages song catalogs.NASDAQ
$GWW · WW GRAINGER INC0.0%$1,311,154+28%LowW.W. Grainger is a broad-line distributor of maintenance, repair, and operating (MRO) products, supplying industrial and commercial customers through catalogs, e-commerce, and branches.S&P
$DPZ · DOMINOS PIZZA INC0.0%$4,094,870-10%LowOperates and franchises a global network of pizza-delivery and carryout restaurants, deriving revenue from franchise royalties, supply-chain sales, and company stores.NASDAQS&P
$DKNG · DRAFTKINGS INC NEW0.0%$8,558,493+15%LowOnline sports betting and fantasy sportsNASDAQBitget →
$NPO · ENPRO INC0.0%$415,828+29%Low
$AA · ALCOA CORP0.0%$3,805,418-34%LowAlcoa is an integrated aluminum producer that mines bauxite, refines alumina, and smelts and sells primary aluminum to industrial customers worldwide.Citrini
$ALGM · ALLEGRO MICROSYSTEMS INC0.0%$524,817+47%LowNASDAQCitrini
$AAL · AMERICAN AIRLINES GROUP INC0.0%$4,796,409+39%LowNASDAQBitget →
$ASH · ASHLAND INC0.0%$1,333,194+23%LowAshland is a specialty chemicals company that produces additives and ingredients for pharmaceuticals, personal care, coatings, and other consumer and industrial applications.
$AN · AUTONATION INC0.0%$1,211,979+5%LowAutoNation is one of the largest U.S. automotive retailers, operating franchised dealerships that sell new and used vehicles, parts, service, and financing.
$CZR · CAESARS ENTERTAINMENT INC NE0.0%$511,553+13%LowCaesars Entertainment owns and operates casinos, hotels, and resorts across the United States and runs the Caesars Sportsbook and online-gaming platforms.NASDAQ
$CRI · CARTERS INC0.0%$2,230,101+7%Low
$CDW · CDW CORP0.0%$3,369,681+10%LowCDW is a technology solutions provider that resells hardware, software, and IT services to business, government, education, and healthcare customers.NASDAQS&P
$SWK · STANLEY BLACK & DECKER INC0.0%$207,282+27%LowStanley Black & Decker manufactures power and hand tools, outdoor products and industrial fasteners under brands including DeWalt, Craftsman, Stanley and Black+Decker.S&P
$ERIC · TELEFONAKTIEBOLAGET LM ERICS0.0%$1,246,530-13%LowNASDAQ
$HE · HAWAIIAN ELEC INDS INC MTN B0.0%$394,165-9%Low
$HP · HELMERICH & PAYNE INC0.0%$2,488,664-5%LowCitrini
$KRMN · KARMAN HLDGS INC0.0%$2,373,563-42%LowKarman Holdings is a defense and space systems supplier that designs and manufactures mission-critical payload protection, propulsion, and structural components for missiles, hypersonics, and space launch vehicles.
$KT · KT CORP0.0%$2,065,335-18%Low
$KLIC · KULICKE & SOFFA INDS INC0.0%$2,204,840+48%LowSemiconductor assembly and packaging equipmentNASDAQ
$LYFT · LYFT INC0.0%$5,608,211+17%LowLyft operates a ride-hailing and mobility platform that connects riders with drivers, and also offers bike and scooter sharing and related transportation services in North America.NASDAQ
$MAS · MASCO CORP0.0%$1,506,232+30%LowMasco manufactures and markets home improvement and building products, including plumbing fixtures (Delta, Hansgrohe) and paints and coatings (Behr), for repair, remodeling, and new construction.S&P
$MTRN · MATERION CORP0.0%$529,708+69%LowMaterion supplies advanced engineered materials, including specialty alloys, beryllium products, precision optics, and inorganic chemicals, for electronics, aerospace, defense, and industrial customers.Citrini
$MMSI · MERIT MED SYS INC0.0%$379,598+7%LowMedical devices for cardiology and radiologyNASDAQ
MILLICOM INTL CELLULAR S A0.0%$1,343,599Low
$MOD · MODINE MFG CO0.0%$5,557,745+6%LowThermal management and cooling systems
$MUR · MURPHY OIL CORP0.0%$819,555-11%LowMurphy Oil is an oil and gas exploration and production company with onshore and offshore operations in North America and other regions.
$OR · OR ROYALTIES INC.0.0%$3,555,815-26%LowOR Royalties (formerly Osisko Gold Royalties) is a precious-metals royalty and streaming company that holds royalty and stream interests in gold and other mining assets.
$PENN · PENN ENTERTAINMENT INC0.0%$2,260,332+37%LowCasinos and online sports bettingNASDAQ
$SBH · SALLY BEAUTY HLDGS INC0.0%$3,173,949+4%Low
$WINA · WINMARK CORP0.0%$4,051,891-2%LowWinmark franchises resale retail brands—including Plato's Closet, Play It Again Sports, and Once Upon a Child—and operates a small-ticket equipment-leasing business.NASDAQ
$EXTR · EXTREME NETWORKS INC0.0%$294,241+101%LowNASDAQ
$FSLY · FASTLY INC0.0%$1,824,009-29%LowEdge cloud and content-delivery platformNASDAQCitrini
$ALB · ALBEMARLE CORP0.0%$5,911,205-33%LowAlbemarle is a specialty chemicals company and a leading producer of lithium for batteries, along with bromine and refining catalysts.S&P
$ARGX · ARGENX SE0.0%$886,524+18%Lowargenx is a biotechnology company that develops antibody-based therapies for severe autoimmune diseases, including its FcRn-blocker Vyvgart.NASDAQ
$TECH · BIO-TECHNE CORP0.0%$312,358+38%LowBio-Techne supplies proteins, antibodies, reagents, and instruments for life-science research and molecular and cell-based diagnostics.NASDAQS&P
$UFPI · UFP INDUSTRIES INC0.0%$4,328,166-7%LowNASDAQCitrini
$UAL · UNITED AIRLS HLDGS INC0.0%$7,387,881+25%LowUnited Airlines Holdings is a major US network airline providing passenger and cargo air transportation across domestic and international routes.NASDAQS&PCitrini
FIRSTSERVICE CORP NEW0.0%$246,202LowFirstService is a provider of residential property management and essential outsourced property services in North America, operating brands such as FirstService Residential and franchises like Paul Davis and CertaPro Painters.
$IPGP · IPG PHOTONICS CORP0.0%$581,659-9%LowDesigns and manufactures high-performance fiber lasers and amplifiers used in materials processing, welding, cutting and other industrial, medical and communications applications.NASDAQ
$JBS · JBS N.V.0.0%$472,240-32%LowOne of the world's largest meat and food processors, producing beef, poultry, pork and prepared foods with operations across the Americas, Europe and Australia.
LYONDELLBASELL INDUSTRIES NV0.0%$641,983LowLyondellBasell Industries is a chemical company that produces plastics, polymers, and petrochemicals, including polyethylene and polypropylene, and licenses polyolefin process technologies.
$NEOG · NEOGEN CORP0.0%$988,707+11%LowNeogen develops and markets food-safety diagnostics, animal-health products, and testing solutions for pathogen, allergen, and drug-residue detection across food, agriculture, and veterinary markets.NASDAQ
$OSIS · OSI SYSTEMS INC0.0%$853,349-20%LowNASDAQ
$PANW · PALO ALTO NETWORKS INC0.0%$2,111,254+124%LowPalo Alto Networks provides enterprise cybersecurity products and services, including next-generation firewalls, cloud security, and AI-driven security operations platforms.NASDAQS&PCitriniBitget →
$RRX · REGAL REXNORD CORPORATION0.0%$683,312+10%LowCitrini
$SNDK · SANDISK CORP0.0%$6,008,410+113%LowSanDisk designs and produces flash memory storage products, including solid-state drives, memory cards, and USB drives for consumer and enterprise use.NASDAQS&PCitriniSerenityBitget →
$SBAC · SBA COMMUNICATIONS CORP0.0%$2,521,756+8%LowSBA Communications is a real estate investment trust that owns and leases wireless communications towers and related infrastructure to mobile network operators.NASDAQS&P
$AEG · AEGON LTD0.0%$457,286+24%Low
$ACLS · AXCELIS TECHNOLOGIES INC0.0%$772,657+47%LowAxcelis Technologies designs and manufactures ion implantation equipment and other capital tools used in semiconductor chip fabrication.NASDAQCitrini
$CWT · CALIFORNIA WTR SVC GROUP0.0%$261,657+14%Low
$SMCI · SUPER MICRO COMPUTER INC0.0%$1,682,430+6%LowSuper Micro Computer designs and manufactures high-performance servers, storage and networking systems, including AI and GPU-optimized hardware for data centers and enterprises.NASDAQS&PSerenityBitget →
$UDR · UDR INC0.0%$526,056+18%LowUDR is a real estate investment trust that owns, operates, and develops multifamily apartment communities across US metropolitan markets.S&P
$URI · UNITED RENTALS INC0.0%$7,545,696+43%LowUnited Rentals is the largest equipment-rental company in North America, renting construction and industrial machinery, tools, and specialty equipment to contractors and industry.S&P
$GGB · GERDAU SA0.0%$173,908+31%LowGerdau is a Brazilian steel producer that manufactures long steel, specialty steel, and flat products for construction, industrial, and agricultural markets across the Americas.
GLOBALFOUNDRIES INC0.0%$3,365,357LowGlobalFoundries is a semiconductor contract manufacturer (foundry) that produces integrated circuits for customers across automotive, communications, computing, and industrial markets.
$DOC · HEALTHPEAK PROPERTIES INC0.0%$452,384+37%LowA real estate investment trust (REIT) that owns and develops healthcare-related properties, including life-science labs, medical office buildings and outpatient facilities.S&P
$IBOC · INTERNATIONAL BANCSHARES COR0.0%$8,857,786+14%LowNASDAQ
$LZB · LA Z BOY INC0.0%$3,889,679+24%LowLa-Z-Boy designs, manufactures, and retails residential furniture, best known for its recliners, sofas, and other upholstered and casegoods products sold through its own stores and other retailers.
$PTON · PELOTON INTERACTIVE INC0.0%$3,358,628+43%LowPeloton Interactive makes connected fitness equipment, including stationary bikes and treadmills, and sells subscriptions to live and on-demand fitness classes.NASDAQ
$RYN · RAYONIER INC0.0%$906,826+6%LowRayonier is a timberland real estate investment trust that owns and manages forestland and sells timber and land in the US and New Zealand.Citrini
$RVTY · REVVITY INC0.0%$3,247,177+29%LowRevvity, formerly PerkinElmer, provides life sciences and diagnostics products and services, including reagents, instruments, and testing solutions for research and healthcare.S&P
$SAJA · COMPANHIA DE SANEAMENTO BASI0.0%$910,785LowNASDAQ
$WPM · WHEATON PRECIOUS METALS CORP0.0%$874,230-20%LowWheaton Precious Metals is a streaming company that provides upfront capital to miners in exchange for the right to buy gold, silver, and other metals at fixed prices.
$4DH · DANA INC0.0%$884,995LowVehicle driveline and electrified propulsion systems
$ENOV · ENOVIS CORPORATION0.0%$1,165,346+19%LowEnovis is a medical technology company that develops orthopedic devices, including bracing, bone-growth stimulation, surgical implants, and reconstructive products for musculoskeletal care.
$ENQ · ENTEGRIS INC0.0%$7,187,867LowEntegris develops and supplies advanced materials, filtration, and contamination-control products and delivery systems used in semiconductor and other high-technology manufacturing.
$FIGS · FIGS INC0.0%$7,672,749-30%LowDirect-to-consumer medical scrubs apparel
$MMM · 3M CO0.0%$1,506,326+10%Low3M is a diversified industrial manufacturer producing adhesives, abrasives, films, personal safety equipment, healthcare products, and consumer goods such as Post-it and Scotch brands.S&P
AEHR TEST SYS0.0%$291,931Low
$AMH · AMERICAN HOMES 4 RENT0.0%$843,966+22%LowAmerican Homes 4 Rent is a real estate investment trust that acquires, develops, and leases single-family rental homes across the United States.
$ADM · ARCHER DANIELS MIDLAND CO0.0%$3,229,907+18%LowArcher Daniels Midland (ADM) procures, transports, stores, processes, and merchandises agricultural commodities and produces food ingredients, animal nutrition, and biofuels.S&PCitrini
$AZO · AUTOZONE INC0.0%$1,685,512-10%LowAutoZone is a leading retailer and distributor of automotive replacement parts and accessories for do-it-yourself and professional customers in the U.S. and abroad.S&P
$BUWA · BIO RAD LABS INC0.0%$469,415LowBio-Rad Laboratories makes life-science research instruments and reagents and clinical-diagnostic systems used in laboratories and hospitals.
$CHR · CHURCHILL DOWNS INC0.0%$372,345-32%LowOperates horse-racing tracks (home of the Kentucky Derby), online and retail sports wagering, and regional casino gaming properties across the United States.NASDAQ
$MWH · SOLV ENERGY INC0.0%$3,064,411-5%LowSOLV Energy is a US engineering, procurement and construction contractor specializing in the development, building and servicing of utility-scale solar and energy-storage projects.NASDAQ
$SPXC · SPX TECHNOLOGIES INC0.0%$2,346,496+6%Low
$UMC · UNITED MICROELECTRONICS CORP0.0%$1,203,580+137%LowCitrini
$HLIO · HELIOS TECHNOLOGIES INC0.0%$422,168+25%Low
$HLF · HERBALIFE LTD0.0%$2,844,537-15%LowA global nutrition company that develops and sells weight-management, dietary-supplement and personal-care products through a network of independent distributors.
$IRM · IRON MTN INC DEL0.0%$479,445+21%LowA real estate investment trust (REIT) that provides records and information management, secure storage, shredding and data-center services to businesses and governments.S&P
$KNTK · KINETIK HOLDINGS INC0.0%$3,103,178+4%Low
$KNX · KNIGHT-SWIFT TRANSN HLDGS IN0.0%$253,697+33%LowKnight-Swift Transportation is one of the largest North American truckload freight carriers, providing full-truckload, less-than-truckload, intermodal, and logistics services.
$LLYVK · LIBERTY LIVE HOLDINGS INC0.0%$253,815+9%LowLiberty Live is a tracking stock of Liberty Media designed to track the economic performance of its equity stake in Live Nation Entertainment, the live-events and ticketing company.NASDAQ
$MDA · MDA SPACE LTD0.0%$7,059,868+19%LowMDA Space is a Canadian space technology company that designs and builds robotics, satellite systems and antennas, and geo-intelligence and Earth-observation systems for commercial and government customers.
$NCLH · NORWEGIAN CRUISE LINE HLDGS0.0%$1,228,197+14%LowNorwegian Cruise Line Holdings operates cruise vacations globally through its Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises brands.S&P
$RBA · RB GLOBAL INC0.0%$4,049,950+16%LowRB Global (Ritchie Bros.) operates marketplaces and auctions for commercial trucks, heavy equipment, and automobiles, connecting buyers and sellers of used assets.
$WY · WEYERHAEUSER CO0.0%$7,744,603+0%LowWeyerhaeuser is a timberland-owning real estate investment trust that grows and harvests timber and manufactures wood products such as lumber and engineered wood.S&PCitrini
WHITE MTNS INS GROUP LTD0.0%$909,541Low
WOLVERINE WORLD WIDE INC0.0%$389,428LowWolverine World Wide designs and markets footwear and apparel under brands including Merrell, Saucony, Sperry, and Wolverine.
$YUM · YUM BRANDS INC0.0%$2,497,164-5%LowYum! Brands is a global quick-service restaurant franchisor operating and licensing the KFC, Taco Bell, Pizza Hut, and Habit Burger brands.S&P
$FDX · FEDEX CORP0.0%$499,008+9%LowFedEx provides global express delivery, ground shipping, freight transportation, and logistics services for businesses and consumers worldwide.S&P
$AYI · ACUITY INC0.0%$8,428,177+19%LowAcuity Inc. (formerly Acuity Brands) designs and manufactures lighting fixtures and building management and control systems for commercial, industrial, and infrastructure applications.
$T · AT&T INC0.0%$4,648,923-25%LowAT&T is a telecommunications company providing wireless, broadband internet, and fiber services to consumer and business customers across the United States.S&P
$BCS · BARCLAYS PLC0.0%$5,610,934+31%LowBarclays is a UK-based global bank providing retail and business banking, credit cards, and corporate and investment banking services across the UK, US, and international markets.
$BAM · BROOKFIELD ASSET MANAGMT LTD0.0%$1,350,347+9%Low
$BLDR · BUILDERS FIRSTSOURCE INC0.0%$334,424-10%LowBuilders FirstSource supplies and manufactures building materials, prefabricated components, and value-added products for residential homebuilders and contractors across the United States.S&P
$CALY · CALLAWAY GOLF CO0.0%$596,326+40%Low
$CECO · CECO ENVIRONMENTAL CORP0.0%$553,379+34%LowNASDAQ
$SMTC · SEMTECH CORP0.0%$5,915,532+63%LowAnalog and mixed-signal semiconductorsNASDAQ
$SITM · SITIME CORP0.0%$4,646,684+61%LowMEMS timing chips (silicon oscillators)NASDAQCitriniBitget →
$SPB · SPECTRUM BRANDS HOLDINGS INC0.0%$717,838+20%LowConsumer products (batteries, pet, home)
$TS · TENARIS S A0.0%$1,665,693-2%Low
$WULF · TERAWULF INC0.0%$2,793,547+26%LowBitcoin mining (nuclear/renewable powered)NASDAQSerenity
$TSLA · TESLA INC0.0%$749,820+2%LowTesla designs, manufactures and sells electric vehicles along with energy generation and storage products, and develops related software, charging and autonomous-driving technology.NASDAQS&PCitriniSerenityBitget →
$GT · GOODYEAR TIRE & RUBR CO0.0%$511,737+10%LowManufactures and sells tires for automobiles, trucks, aircraft and industrial equipment worldwide under the Goodyear and other brands, along with related rubber products.NASDAQ
$HEI.A · HEICO CORP NEW0.0%$617,227+21%LowDesigns and manufactures aerospace and electronic components, including FAA-approved replacement parts for aircraft and specialized electronics for defense and industrial markets.
$JBLU · JETBLUE AIRWAYS CORP0.0%$60,550+23%LowUS passenger airlineNASDAQ
$MAT · MATTEL INC0.0%$600,423-2%LowMattel is a toy and entertainment company that designs, manufactures, and markets toys and games under brands such as Barbie, Hot Wheels, Fisher-Price, and American Girl, and licenses its properties for media.NASDAQ
$MDU · MDU RES GROUP INC0.0%$1,090,411+2%LowMDU Resources is a diversified company that provides regulated natural gas and electric utility services and operates pipeline and energy infrastructure businesses.
$NTRA · NATERA INC0.0%$5,047,148+36%LowNatera provides cell-free DNA and genetic testing for prenatal screening, oncology minimal-residual-disease monitoring, and organ-transplant health.NASDAQ
$OTTR · OTTER TAIL CORP0.0%$1,334,192+6%LowOtter Tail is a diversified company operating a regulated electric utility in the upper Midwest along with manufacturing and plastics (PVC pipe) businesses.NASDAQ
$PCG · PG&E CORP0.0%$431,010-1%LowCalifornia electric and gas utilityS&P
$RCI · ROGERS COMMUNICATIONS INC0.0%$940,688-9%LowRogers Communications is a Canadian communications and media company providing wireless, cable, internet, and broadcasting services.
$CVBF · CVB FINL CORP0.0%$2,149,498+18%LowNASDAQ
$EQX · EQUINOX GOLD CORP0.0%$263,360-33%LowEquinox Gold is a mining company that explores for, develops, and produces gold from a portfolio of mines and projects located across the Americas.
$ESS · ESSEX PPTY TR INC0.0%$507,232+21%LowS&P
$EVTC · EVERTEC INC0.0%$883,794+7%LowPayment processing and transaction services (Latin America)
$EXR · EXTRA SPACE STORAGE INC0.0%$604,247+13%LowExtra Space Storage is a real estate investment trust that owns, operates, and manages self-storage facilities across the United States, renting storage space to residential and commercial customers.S&P
$FG · F&G ANNUITIES & LIFE INC0.0%$450,975+27%LowF&G Annuities & Life provides annuity and life insurance products to retail and institutional customers, focused on retirement savings and income solutions.
ALCON AG0.0%$2,176,937LowAlcon is an eye-care company that develops and sells surgical equipment and vision-care products, including contact lenses, intraocular lenses, and ophthalmic devices.
$AGX · ARGAN INC0.0%$7,619,109+1%LowPower-plant and energy-infrastructure construction servicesCitrini
$AVB · AVALONBAY CMNTYS INC0.0%$541,505+18%LowAvalonBay Communities is a real estate investment trust that develops, owns, and operates multifamily apartment communities in high-barrier U.S. metro markets.S&P
$AVTR · AVANTOR INC0.0%$1,005,159+41%LowAvantor provides materials, consumables, equipment, and services to laboratory and production customers in the life sciences, healthcare, and advanced technology industries.Citrini
$BTE · BAYTEX ENERGY CORP0.0%$7,324,855-6%Low
$BCC · BOISE CASCADE CO DEL0.0%$7,203,550+2%Low
$SKM · SK TELECOM CO LTD0.0%$415,010+5%LowSK Telecom is South Korea's largest wireless carrier, providing mobile voice and data, broadband and related telecommunications and AI services.
$TECK.B · TECK RESOURCES LTD0.0%$706,597LowDiversified mining (copper, zinc, coal)
$TXNM · TXNM ENERGY INC0.0%$4,379,765-2%Low
$FLR · FLUOR CORP0.0%$8,931,982+5%LowEngineering, procurement and construction servicesCitrini
$GVA · GRANITE CONSTR INC0.0%$4,110,565+3%LowA heavy civil general contractor and construction-materials producer building and rehabilitating roads, bridges, tunnels and other infrastructure across the United States.
$HAE · HAEMONETICS CORP MASS0.0%$2,726,528+38%Low
$INDV · INDIVIOR PHARMACEUTICALS INC0.0%$1,132,058+33%LowA specialty pharmaceutical company focused on treatments for opioid use disorder and other substance-use and mental-health conditions, including its Suboxone and Sublocade products.NASDAQ
$IOSP · INNOSPEC INC0.0%$434,469+15%LowNASDAQ
$MATX · MATSON INC0.0%$2,398,934+36%Low
$MPT · MEDICAL PROPERTIES TRUST INC0.0%$448,040+3%LowMedical Properties Trust is a real estate investment trust that acquires and owns hospital and healthcare facilities, leasing them to operators under long-term arrangements.
$MAA · MID-AMER APT CMNTYS INC0.0%$552,593+9%LowMid-America Apartment Communities is a real estate investment trust that owns, operates, and develops apartment communities, primarily across the Sun Belt region of the United States.S&P
$MSA · MSA SAFETY INC0.0%$430,533+4%LowMSA Safety develops and manufactures worker safety and protective equipment, including breathing apparatus, gas-detection instruments, head protection, and fall-protection systems for industrial and fire-service markets.
NEOGENOMICS INC0.0%$676,630LowCancer genetic and molecular testing labs
$RBC · RBC BEARINGS INC0.0%$3,454,786+16%LowRBC Bearings manufactures precision bearings, engineered components, and motion-control products for aerospace, defense, and diversified industrial markets.
$REG · REGENCY CTRS CORP0.0%$468,260+9%LowRegency Centers is a real estate investment trust that owns, operates, and develops grocery-anchored neighborhood and community shopping centers.NASDAQS&P
$COUR · COURSERA INC0.0%$62,478-4%LowRuns an online learning platform offering courses, certificates, and degrees from universities and companies to individuals, businesses, and governments.
$WCC · WESCO INTL INC0.0%$282,923+20%LowWESCO International is a distributor of electrical, industrial, communications, and utility products and provides related supply-chain and services to businesses.
$WSFS · WSFS FINL CORP0.0%$5,848,131+22%LowNASDAQ
$DKS · DICKS SPORTING GOODS INC0.0%$9,687,458+10%LowOperates a chain of sporting-goods retail stores and e-commerce sites selling athletic equipment, apparel, footwear, and outdoor gear in the United States.
$DIOD · DIODES INC0.0%$1,403,972+27%LowDiscrete and analog semiconductorsNASDAQ
$ECHO · ECHOSTAR CORP0.0%$4,134,210+91%LowEchoStar provides satellite communications, pay-TV through Dish Network, and wireless services through Boost Mobile, including Hughes broadband and a nationwide 5G network build-out.NASDAQS&PBitget →
$EQR · EQUITY RESIDENTIAL0.0%$499,285+17%LowEquity Residential is a real estate investment trust that owns and operates apartment communities concentrated in dense urban and coastal markets across the United States.S&P
$EE · EXCELERATE ENERGY INC0.0%$1,292,519+17%Low
$APO · APOLLO GLOBAL MGMT INC0.0%$502,838+8%LowApollo Global Management is an alternative asset manager focused on credit, private equity, and real assets, and also operates the Athene retirement services business.S&P
$AVA · AVISTA CORP0.0%$726,173+4%Low
$WHD · CACTUS INC0.0%$324,721+15%LowOilfield wellhead equipment and services
$GIB · CGI INC0.0%$228,511-12%LowCGI is a Canada-based global IT and business-consulting firm providing systems integration, application management, and outsourcing services to commercial and government clients.
$CVX · CHEVRON CORPORATION0.0%$584,906-9%LowChevron is an integrated energy company engaged in oil and natural-gas exploration and production, refining, marketing, chemicals, and lower-carbon energy.S&PCitrini
$CIT · CINTAS CORP0.0%$1,939,359+0%LowProvides uniform rental and laundering along with facility services such as mats, restroom supplies, first-aid and safety products, and fire protection to businesses.NASDAQ
$TW · TRADEWEB MKTS INC0.0%$379,571-15%LowTradeweb Markets operates electronic marketplaces for trading fixed income, rates, credit, equities and money-market instruments for institutional, wholesale and retail clients.NASDAQ
$TFPM · TRIPLE FLAG PRECIOUS METAL0.0%$667,473-21%LowTriple Flag Precious Metals is a streaming and royalty company that provides upfront financing to miners in exchange for the right to buy future gold and silver production at fixed prices.
$FSK · FS KKR CAP CORP0.0%$353,185+7%LowBusiness development company (middle-market lending)
$HAYW · HAYWARD HLDGS INC0.0%$749,146+7%LowDesigns and manufactures residential and commercial swimming-pool and outdoor-living equipment, including pumps, filters, heaters and automation systems.
$HUBG · HUB GROUP INC0.0%$321,981+42%LowProvides intermodal, truckload, logistics and dedicated transportation services, arranging the movement of freight across North America for shippers.NASDAQ
$MSGS · MADISON SQUARE GRDN SPRT COR0.0%$393,394+23%LowMadison Square Garden Sports owns and operates professional sports franchises, including the New York Knicks basketball team and the New York Rangers hockey team, along with related development teams.Citrini
$MEOH · METHANEX CORP0.0%$807,065-8%LowNASDAQ
$MGM · MGM RESORTS INTERNATIONAL0.0%$1,409,119+25%LowMGM Resorts International owns and operates casino resorts, hotels, and entertainment and hospitality venues in Las Vegas and other markets, and operates the BetMGM online gaming business.S&P
$MKSI · MKS INC.0.0%$8,763,345+41%LowMKS Inc. provides instruments, systems, and process control solutions used in semiconductor manufacturing and other advanced electronics and industrial processes, including vacuum, photonics, and materials technologies.NASDAQ
$PIPR · PIPER SANDLER COMPANIES0.0%$4,855,107+0%LowInvestment bank and capital markets advisory
$PUMP · PROPETRO HLDG CORP0.0%$342,079-10%LowHydraulic fracturing oilfield servicesCitrini
$PTGX · PROTAGONIST THERAPEUTICS INC0.0%$556,090+34%LowProtagonist Therapeutics is a biopharmaceutical company that discovers and develops peptide-based therapies for inflammatory, blood, and other diseases.NASDAQCitrini
$VIAV · VIAVI SOLUTIONS INC0.0%$252,995+15%LowViavi Solutions makes network test and measurement instruments, optical filters, and anti-counterfeiting materials for communications, aerospace, and industrial markets.NASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$AMZN · AMAZON COM INC4.1%+125%+19%LowAmazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$GOOGL · ALPHABET INC2.6%+26%+21%LowAlphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$AVGO · BROADCOM INC2.5%+57%+20%LowBroadcom designs semiconductors for networking, broadband, wireless, and storage markets and provides enterprise infrastructure software, including VMware.NASDAQS&PSerenityBitget →
$MU · MICRON TECHNOLOGY INC2.2%+66%+151%LowMicron Technology designs and manufactures memory and storage products, including DRAM, NAND flash, and related memory technologies used in computing, data centers, mobile, automotive, and networking.NASDAQS&PCitriniSerenityBitget →
$MRVL · MARVELL TECHNOLOGY INC0.9%+97%+90%LowMarvell Technology designs data-infrastructure semiconductors, including custom and standard chips for networking, storage, and computing used in data centers, carrier, enterprise, and automotive markets.NASDAQS&PSerenityBitget →
$META · META PLATFORMS INC0.7%+30%+13%LowMeta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$CLS · CELESTICA INC0.7%+54%+7%LowCelestica provides electronics-manufacturing services and hardware-platform solutions, designing and building products for aerospace, defense, communications, and cloud and enterprise data-center customers.Citrini
$KLAC · KLA CORP0.7%+39%+44%LowKLA Corporation supplies process control and yield management systems, including inspection and metrology equipment, used by semiconductor and electronics manufacturers to detect defects during chip fabrication.NASDAQS&PCitriniBitget →
$UNP · UNION PAC CORP0.6%+878%+24%LowUnion Pacific operates one of North America's largest freight railroads, hauling agricultural, industrial, chemical, and intermodal goods across the western United States.S&P
$AAPL · APPLE INC0.6%+95%+32%LowApple designs and sells consumer electronics including the iPhone, Mac, iPad, and wearables, along with software and services such as the App Store and iCloud.NASDAQS&PCitriniSerenityBitget →
$FIX · COMFORT SYS USA INC0.5%+27%+21%LowProvides installation, maintenance, and repair of heating, ventilation, air-conditioning, and other mechanical and electrical systems for commercial and industrial buildings.S&P
$CSX · CSX CORP0.4%+244%+24%LowOperates one of the largest freight railroads in the eastern United States, hauling intermodal, industrial, and bulk goods across a multi-state rail network.NASDAQS&P
$CRDO · CREDO TECHNOLOGY GROUP HOLDI0.4%+220%+116%LowDesigns high-speed connectivity semiconductors and products—including SerDes, active electrical cables, and DSP chips—for data-center and networking infrastructure.NASDAQCitriniSerenityBitget →
$NRG · NRG ENERGY INC0.4%+55%+2%LowNRG Energy is an integrated power company that generates electricity and sells retail electricity, natural gas, and energy services to residential and commercial customers.S&P
$VOO · VANGUARD INDEX FDS0.4%+334%+14%LowA Vanguard index fund family; the associated ticker VTI corresponds to the Vanguard Total Stock Market ETF, which tracks the broad US equity market.Bitget →
$ALAB · ASTERA LABS INC0.4%+212%+177%LowAstera Labs designs connectivity semiconductors and interconnect solutions that link processors, memory, and accelerators in AI and cloud data-center infrastructure.NASDAQCitriniSerenityBitget →
$TER · TERADYNE INC0.4%+70%+9%LowTeradyne makes automated test equipment for semiconductors and electronic systems and produces industrial and collaborative robots through its Universal Robots and MiR businesses.NASDAQS&PCitriniBitget →
$ARM · ARM HOLDINGS PLC0.4%+82%+77%LowArm Holdings designs and licenses energy-efficient processor architectures and intellectual property used in most smartphones and a wide range of other computing devices.NASDAQSerenityBitget →
$BKR · BAKER HUGHES COMPANY0.4%+284%-8%LowBaker Hughes provides oilfield equipment and services and industrial energy technology, including drilling, completions, turbomachinery, and LNG and emissions-management solutions for energy and industrial customers.NASDAQS&P
$CEG · CONSTELLATION ENERGY CORP0.3%+381%-10%LowThe largest U.S. producer of carbon-free electricity, operating a fleet of nuclear plants along with other generation and competitive energy supply.NASDAQS&P
$WDC · WESTERN DIGITAL CORP0.3%+244%+76%LowWestern Digital designs and manufactures data-storage devices, including hard disk drives and flash-based storage for consumer, enterprise, and data-center markets.NASDAQS&PBitget →
$CSCO · CISCO SYS INC0.3%+78%+44%LowA leading maker of networking hardware, software, and security products—routers, switches, and collaboration and cybersecurity solutions—for enterprises and service providers.NASDAQS&PCitriniBitget →
$ONTO · ONTO INNOVATION INC0.3%+274%+36%LowOnto Innovation develops metrology, inspection, and process-control systems and software used by semiconductor and advanced-packaging manufacturers.Citrini
$UTHR · UNITED THERAPEUTICS CORP DEL0.3%+72%-8%LowUnited Therapeutics is a biotechnology company that develops and markets therapies for pulmonary arterial hypertension and other rare diseases, and is pursuing organ-manufacturing and xenotransplantation.NASDAQ
$AMKR · AMKOR TECHNOLOGY INC0.3%+1976%+40%LowSemiconductor packaging and test servicesNASDAQCitriniSerenityBitget →
$CAT · CATERPILLAR INC0.3%+33%+24%LowCaterpillar manufactures construction and mining equipment, diesel and natural-gas engines, industrial gas turbines, and locomotives, and provides related financing and services.S&PBitget →
$LNG · CHENIERE ENERGY INC0.2%+160%-7%LowCheniere Energy is a leading US producer and exporter of liquefied natural gas, operating LNG liquefaction and export terminals on the Gulf Coast.Citrini
$SBSW · SIBANYE STILLWATER LTD0.2%+1566%-35%LowSibanye Stillwater is a global mining company that produces gold, platinum-group metals, and battery metals from operations in South Africa, the US, and elsewhere.Citrini
$KGC · KINROSS GOLD CORP0.2%+124%-26%LowKinross Gold is a Canadian-based gold mining company that explores for and produces gold from mines across the Americas, West Africa, and other regions.
$COHR · COHERENT CORP0.2%+234%+17%LowManufactures lasers, optics, photonics, and compound-semiconductor materials for optical communications, industrial, aerospace and defense, and electronics markets.S&PSerenityBitget →
$CENX · CENTURY ALUM CO0.2%+170%-29%LowCentury Aluminum is a primary-aluminum producer that operates smelters in the United States and Iceland, making standard-grade and value-added aluminum products.NASDAQCitrini
$TEVA · TEVA PHARMACEUTICAL INDS LTD0.2%+50%+6%LowTeva Pharmaceutical Industries is a global drugmaker that develops, manufactures and markets generic medicines and a portfolio of specialty and branded pharmaceuticals.
$FT2 · FIRST HORIZON CORPORATION0.2%+76%LowFirst Horizon is a regional bank holding company providing commercial, consumer, and specialty banking and wealth-management services across the southern United States.
$DELL · DELL TECHNOLOGIES INC0.2%+43%+141%LowDesigns and sells personal computers, servers, storage, and networking hardware, plus related software and IT infrastructure services for consumers and enterprises.S&PCitriniBitget →
$CMI · CUMMINS INC0.1%+28%+21%LowDesigns and manufactures diesel and alternative-fuel engines, power-generation systems, and related components and services for trucks, equipment, and industry.S&PCitrini
$ACM · AECOM0.1%+329%-19%LowInfrastructure engineering and design services
$NBIS · NEBIUS GROUP N.V.0.1%+435%+71%LowNebius Group is an AI-focused cloud-infrastructure company, spun off from Yandex, that builds and operates GPU compute platforms and data centers for AI training and inference.NASDAQSerenityBitget →
$PLTR · PALANTIR TECHNOLOGIES INC0.1%+300%-10%LowPalantir Technologies builds data-integration and analytics software platforms (Gotham, Foundry, and AIP) used by government agencies and commercial enterprises for decision-making and AI applications.NASDAQS&PCitriniSerenityBitget →
$PPL · PPL CORP0.1%+675%-6%LowPPL Corporation is a regulated utility holding company that delivers electricity and natural gas to customers in Pennsylvania, Kentucky, and Rhode Island.S&P
$ANF · ABERCROMBIE & FITCH CO0.1%+39%+4%LowApparel retailer (Abercrombie, Hollister)
$BBIO · BRIDGEBIO PHARMA INC0.1%+501%+10%LowBridgeBio Pharma develops medicines for genetic diseases and cancers, advancing a pipeline of targeted therapies across multiple rare-disease programs.NASDAQ
$FLS · FLOWSERVE CORP0.1%+79%-7%LowFlowserve manufactures and services industrial flow-control equipment, including pumps, valves, seals, and related systems for energy, chemical, water, and general industrial markets.
$GLBE · GLOBAL E ONLINE LTD0.1%+415%+18%LowCross-border e-commerce enablement platformNASDAQ
$KRYS · KRYSTAL BIOTECH INC0.1%+363%+37%LowNASDAQ
$VLO · VALERO ENERGY CORP0.1%+55%+25%LowValero Energy is one of the largest independent petroleum refiners, producing gasoline, diesel, and other fuels, and also manufactures renewable diesel and ethanol.S&P
$VSXY · VICTORIAS SECRET AND CO0.1%+148%+2%LowVictoria's Secret & Co. designs, markets, and sells women's lingerie, intimate apparel, and beauty products through its Victoria's Secret and PINK brands.
$EVRG · EVERGY INC0.1%+42%+4%LowEvergy is a utility holding company that generates, transmits, and distributes electricity to customers in Kansas and Missouri.NASDAQS&P
$SN · SHARKNINJA INC0.1%+27%+37%LowSharkNinja designs and markets household appliances and cleaning products under its Shark and Ninja brands, including vacuums, kitchen appliances, and outdoor products.
$TKR · TIMKEN CO0.1%+1072%+37%LowThe Timken Company manufactures engineered bearings and industrial power-transmission products, including gear drives, belts and lubrication systems, for industrial machinery and vehicles.
$HBM · HUDBAY MINERALS INC0.1%+329%-3%LowA diversified mining company that explores for, mines and processes copper, zinc, gold and silver, with operations in Canada, Peru and the United States.
IREN LIMITED0.1%+161%LowOperates data centers powered by renewable energy for Bitcoin mining and high-performance computing, including artificial-intelligence cloud services.
$CR · CRANE COMPANY0.1%+399%+27%LowA diversified industrial manufacturer of engineered products spanning fluid handling, pumps, aerospace and defense components, and process-flow technologies.
$ELF · E L F BEAUTY INC0.1%+5370%+22%Low
$AME · AMETEK INC0.1%+2428%+11%LowAMETEK manufactures electronic instruments and electromechanical devices for industrial, aerospace, medical, and process markets.S&P
NVENT ELEC PLC0.1%+112%Low
$CDE · COEUR MNG INC0.1%+105%-24%LowA precious-metals mining company that explores for and produces silver and gold from mines in the United States, Mexico, and Canada.
$EW · EDWARDS LIFESCIENCES CORP0.1%+124%+7%LowEdwards Lifesciences designs and manufactures heart valves and hemodynamic monitoring devices, specializing in transcatheter and surgical treatments for structural heart disease and critical-care patients.S&P
$OZK · BANK OZK LITTLE ROCK ARK0.1%+30%+13%LowBank OZK is an Arkansas-based regional bank known for commercial real-estate and construction lending, alongside retail and commercial banking across the southern and eastern United States.NASDAQ
$LUV · SOUTHWEST AIRLS CO0.1%+893%+28%LowSouthwest Airlines is a US low-cost passenger airline operating a high-frequency, point-to-point route network across the United States and nearby markets.S&P
$MDB · MONGODB INC0.1%+8738%+28%LowMongoDB develops a general-purpose, document-oriented database platform and offers MongoDB Atlas, a managed cloud database service, enabling developers to build and run modern applications.NASDAQCitriniBitget →
$PNC · PNC FINL SVCS GROUP INC0.1%+163%+22%LowPNC Financial Services Group is a diversified US regional bank holding company offering retail and commercial banking, lending, asset management, and treasury services.S&P
$PRIM · PRIMORIS SVCS CORP0.1%+35%-40%Low
$BAC · VERIZON COMMUNICATIONS INC0.1%+249%+26%LowVerizon Communications is a major US telecommunications carrier providing wireless, broadband, and network services to consumers, businesses, and government customers.S&PBitget →
$WSC · WILLSCOT HLDGS CORP0.1%+157%+57%LowWillScot provides modular space and portable storage solutions, renting temporary and permanent office and classroom units and storage containers to businesses.NASDAQ
$SPOT · SPOTIFY TECHNOLOGY S A0.1%+55%-5%LowSpotify Technology operates a global audio streaming platform offering music and podcasts through ad-supported and paid subscription tiers.
$PH · PARKER-HANNIFIN CORP0.1%+220%+6%LowParker Hannifin manufactures motion- and control technologies, including hydraulic, pneumatic, filtration, and fluid-handling systems for industrial and aerospace applications.S&PCitrini
$DG · DOLLAR GEN CORP0.1%+199%+6%LowOperates a large chain of small-format discount stores selling consumables, seasonal goods, and basic merchandise, with a focus on rural and small-town markets.S&P
$HWC · HANCOCK WHITNEY CORPORATION0.1%+5242%+23%LowNASDAQ
$MPWR · MONOLITHIC PWR SYS INC0.1%+316%+20%LowMonolithic Power Systems designs high-performance analog and mixed-signal power-management semiconductors and integrated circuits used in computing, automotive, industrial, communications, and consumer electronics.NASDAQS&PCitrini
$PSX · PHILLIPS 660.1%+166%+14%LowPhillips 66 is a diversified energy company engaged in petroleum refining, marketing, midstream transportation and storage, and chemicals manufacturing.S&P
$EBC · EASTERN BANKSHARES INC0.1%+32%+18%LowRegional bank (Massachusetts)NASDAQ
$ADI · ANALOG DEVICES INC0.1%+1964%+18%LowAnalog Devices designs and manufactures analog, mixed-signal, and digital signal processing semiconductors used across industrial, automotive, communications, and consumer markets.NASDAQS&PBitget →
$IDA · IDACORP INC0.1%+68%+4%LowA utility holding company whose principal subsidiary, Idaho Power, generates, transmits and distributes electricity to customers in Idaho and Oregon.
$KEYS · KEYSIGHT TECHNOLOGIES INC0.1%+63%+12%LowKeysight Technologies designs and manufactures electronic test and measurement instruments and software used to develop and validate communications, semiconductor, aerospace/defense, and automotive electronics.S&P
$MTZ · MASTEC INC0.1%+274%+2%LowMasTec is an infrastructure construction company that builds and maintains energy, communications, power delivery, and pipeline infrastructure for utilities, telecom, and government customers.
ON HLDG AG0.1%+950%LowOn Holding is a Swiss company that designs, develops, and sells premium performance athletic footwear, apparel, and accessories under the On brand.
$ROK · ROCKWELL AUTOMATION INC0.1%+3535%+29%LowRockwell Automation provides industrial automation and digital transformation products, including control systems, software, and services for manufacturers.S&PBitget →
$CLF · CLEVELAND-CLIFFS INC NEW0.0%+251%+10%LowThe largest flat-rolled steel producer in North America and a major supplier of iron ore, serving the automotive and other manufacturing markets.Citrini
$CL · COLGATE PALMOLIVE CO0.0%+34%+9%LowA consumer-products company that makes and sells oral care, personal care, home care, and pet nutrition products under brands including Colgate and Hill's.S&PBitget →
ENSIGN GROUP INC0.0%+258%LowThe Ensign Group operates skilled nursing facilities, senior living communities, and rehabilitation and home-health services across the United States.
$AMGN · AMGEN INC0.0%+389%+4%LowAmgen is a biotechnology company that discovers, develops, and markets human therapeutics for oncology, inflammation, cardiovascular, and other serious diseases.NASDAQS&P
$HSIC · SCHEIN HENRY INC0.0%+333%+19%LowHenry Schein is a distributor of healthcare products and services to dental, medical, and veterinary practitioners, including supplies, equipment, and practice software.NASDAQS&P
$HL · HECLA MINING COMPANY0.0%+36%-23%Low
$IPAR · INTERPARFUMS INC0.0%+51%+36%LowPrestige fragrances under licensed brandsNASDAQ
$IQV · IQVIA HLDGS INC0.0%+242%+21%LowProvides advanced analytics, technology solutions and contract clinical-research services to the life-sciences and healthcare industries.S&P
$IE · IVANHOE ELECTRIC INC0.0%+75%-31%LowA mineral-exploration and development company that uses proprietary geophysical technology to discover copper and other electrification metals, primarily in the United States.
$MGRC · MCGRATH RENTCORP0.0%+112%+7%LowModular buildings and equipment rentalNASDAQ
$NEE · NEXTERA ENERGY INC0.0%+241%-4%LowUtility and renewable power generator (Florida)S&P
$CLX · CLOROX CO DEL0.0%+39%-7%LowManufactures and markets consumer household products across cleaning, disinfecting, bags and wraps, water filtration, and personal care, including its namesake bleach.S&P
$HCC · WARRIOR MET COAL INC0.0%+258%-15%LowWarrior Met Coal mines and exports metallurgical (coking) coal used by steelmakers, operating underground mines in Alabama.
$FAF · FIRST AMERN FINL CORP0.0%+51%+21%LowFirst American Financial provides title insurance, settlement services, and real estate data for residential and commercial property transactions across the United States.
$AG8 · AGILENT TECHNOLOGIES INC0.0%+463%LowAgilent Technologies provides analytical instruments, software, consumables, and services for laboratories in life sciences, diagnostics, and applied chemical markets.
$BTO · B2GOLD CORP0.0%+754%+12%LowGold mining company
$CNC · CENTENE CORP DEL0.0%+78%+103%LowCentene is a managed-care organization that provides government-sponsored health insurance, primarily Medicaid, Medicare, and Affordable Care Act marketplace plans.S&P
$SNA · SNAP ON INC0.0%+35%+13%LowSnap-on manufactures and distributes professional hand tools, power tools, diagnostics and equipment, primarily for vehicle repair technicians and industrial customers.S&P
SPORTRADAR GROUP AG0.0%+249%LowSports data, betting and integrity services
$SYM · SYMBOTIC INC0.0%+114%-22%LowNASDAQCitrini
$RIG · TRANSOCEAN LTD0.0%+341%-23%LowTransocean is an offshore drilling contractor that owns and operates a fleet of mobile drilling rigs providing deepwater and harsh-environment well-drilling services to oil and gas companies.
$FMF · FORMFACTOR INC0.0%+93%-1%LowFormFactor designs and manufactures advanced probe cards and test systems used by semiconductor makers to test integrated circuits during chip manufacturing.
$IDXX · IDEXX LABS INC0.0%+67%+1%LowDevelops and markets diagnostic products, instruments and software for veterinary medicine, along with water and livestock testing solutions.NASDAQS&P
$INSP · INSPIRE MED SYS INC0.0%+142%-2%LowA medical-device company that develops and markets an implantable neurostimulation system for treating obstructive sleep apnea in patients who cannot use CPAP therapy.
$KMI · KINDER MORGAN INC DEL0.0%+43%-4%LowKinder Morgan is a North American energy infrastructure company that owns and operates pipelines and terminals transporting and storing natural gas, refined products, crude oil, and carbon dioxide.S&PCitrini
$LHX · L3HARRIS TECHNOLOGIES INC0.0%+206%-18%LowL3Harris Technologies is an aerospace and defense contractor that provides communications systems, electronic warfare, avionics, space and airborne systems, and mission-critical technologies to military and government customers.S&PCitrini
$LTM · LATAM AIRLINES GROUP SA0.0%+143%+6%LowLatin American airline group
$SHOO · MADDEN STEVEN LTD0.0%+315%+28%LowFootwear and accessories designer/retailerNASDAQ
$MTD · METTLER TOLEDO INTERNATIONAL0.0%+975%+4%LowMettler-Toledo International manufactures precision instruments and services, including laboratory balances, analytical instruments, industrial weighing and inspection systems, and retail scales.S&P
$MP · MP MATERIALS CORP0.0%+73%-6%LowMP Materials owns and operates the Mountain Pass rare-earth mine in California, producing rare-earth concentrates and refined materials and building magnet-manufacturing capacity for the US supply chain.Bitget →
$NOC · NORTHROP GRUMMAN CORP0.0%+79%-24%LowNorthrop Grumman is an aerospace and defense company that develops military aircraft, missiles, space systems, autonomous platforms, and defense electronics for government customers.S&PCitriniBitget →
$PFGC · PERFORMANCE FOOD GROUP CO0.0%+133%+30%LowPerformance Food Group distributes food and food-related products to restaurants, convenience stores, and other foodservice and retail customers across North America.
$POR · PORTLAND GEN ELEC CO0.0%+95%-1%LowPortland General Electric is a regulated electric utility that generates, transmits, and distributes electricity to customers in Oregon.
COPA HOLDINGS SA0.0%+109%LowA Panama-based airline holding company that operates Copa Airlines, providing passenger and cargo air service across the Americas from its Panama City hub.
$WLY · WILEY JOHN & SONS INC0.0%+463%+34%LowJohn Wiley & Sons is a publisher of academic, scientific, and professional content, including research journals, books, and education and training services.
$DAR · DARLING INGREDIENTS INC0.0%+264%+2%LowCollects and recycles animal byproducts and food waste into ingredients, fats, and proteins, and produces renewable diesel through its Diamond Green Diesel venture.
$ESE · ESCO TECHNOLOGIES INC0.0%+337%+13%LowEngineered filtration and test products
$ABBV · ABBVIE INC0.0%+114%+17%LowAbbVie is a research-based biopharmaceutical company that develops and markets treatments in immunology, oncology, neuroscience, and aesthetics, including Humira, Skyrizi, and Rinvoq.S&PCitrini
$AWR · AMER STATES WTR CO0.0%+47%+18%LowRegulated water utility (California)
$TTEK · TETRA TECH INC NEW0.0%+233%+5%LowTetra Tech provides consulting and engineering services focused on water, environment, sustainable infrastructure and energy for government and commercial clients worldwide.NASDAQ
$ITW · ILLINOIS TOOL WKS INC0.0%+43%+6%LowA diversified global manufacturer of industrial products and equipment across segments including automotive, food equipment, construction, welding and specialty products.S&P
$IMCR · IMMUNOCORE HLDGS PLC0.0%+90%+16%LowTCR-based cancer immunotherapy biotech (UK)NASDAQ
$ISRG · INTUITIVE SURGICAL INC0.0%+55%-25%LowDevelops, manufactures and markets the da Vinci robotic-assisted surgical systems and the Ion endoluminal system, along with related instruments and services.NASDAQS&PBitget →
$KEN · KENON HLDGS LTD0.0%+171%-20%LowHolding company for power generation and shipping
$LCII · LCI INDS0.0%+86%-12%LowRV and recreational vehicle components maker
$QSR · RESTAURANT BRANDS INTL INC0.0%+31%+2%LowRestaurant Brands International is a global quick-service restaurant franchisor whose brands include Burger King, Tim Hortons, Popeyes, and Firehouse Subs.Citrini
$RIO · RIO TINTO PLC0.0%+1107%-3%LowGlobal mining: iron ore, copper, aluminum
$WST · WEST PHARMACEUTICAL SVSC INC0.0%+469%+43%LowWest Pharmaceutical Services makes packaging and delivery components for injectable drugs, including stoppers, seals, syringe systems, and self-injection devices.S&P
$ABM · ABM INDS INC0.0%+66%+24%LowABM Industries provides integrated facility services including janitorial, engineering, parking, electrical, and mechanical solutions for commercial, industrial, and institutional clients.
$ARWR · ARROWHEAD PHARMACEUTICALS IN0.0%+59%+19%LowRNAi therapeutics drug developerNASDAQCitrini
$BRBR · BELLRING BRANDS INC0.0%+86%-25%LowBellRing Brands markets convenient nutrition products, led by the Premier Protein ready-to-drink shakes and Dymatize sports-nutrition powders.Citrini
$BX · BLACKSTONE INC0.0%+792%+10%LowBlackstone is a leading alternative-asset manager investing across private equity, real estate, credit, and hedge-fund strategies on behalf of institutional and individual investors.S&PBitget →
$CHTR · CHARTER COMMUNICATIONS INC0.0%+41%-39%LowCharter Communications provides broadband internet, video, and mobile and voice services to residential and business customers under the Spectrum brand.NASDAQS&P
$UGI · UGI CORP NEW0.0%+26%+1%LowUGI Corporation is an energy distribution and marketing company that supplies natural gas and electricity utilities plus propane distribution in the US and Europe.
$FLO · FLOWERS FOODS INC0.0%+77%+4%LowFlowers Foods is a packaged bakery company that produces and markets breads, buns, rolls, and snack cakes under brands including Nature's Own, Wonder, and Dave's Killer Bread.
$HIMS · HIMS & HERS HEALTH INC0.0%+543%+58%LowOperates a direct-to-consumer telehealth platform offering online medical consultations, prescription and over-the-counter treatments, and personalized wellness products by subscription.Serenity
$HLI · HOULIHAN LOKEY INC0.0%+471%-3%LowA global investment bank specializing in mergers and acquisitions advisory, capital markets, financial restructuring, and financial and valuation advisory services.
$IDR · IDAHO STRATEGIC RESOURCES0.0%+67%-12%LowGold mining and rare-earth exploration
$MTX · MINERALS TECHNOLOGIES INC0.0%+121%+6%LowSpecialty minerals and materials producer
$NFLX · NETFLIX INC.0.0%+331%-28%LowNetflix operates a subscription streaming service offering movies, series, and other original and licensed video content to members worldwide, and produces original programming.NASDAQS&PCitriniBitget →
$NB · NIOCORP DEVS LTD0.0%+37%-4%LowNiobium and rare-earth mining developer (Nebraska)NASDAQ
$VICR · VICOR CORP0.0%+74%+48%LowVicor designs and manufactures modular power-conversion components and systems that deliver efficient power to electronics in computing, industrial, and automotive applications.NASDAQCitrini
$WING · WINGSTOP INC0.0%+380%-8%LowWingstop franchises and operates quick-service restaurants specializing in cooked-to-order chicken wings, tenders, and sandwiches with a variety of flavors.NASDAQ
$FQI · DIGITAL RLTY TR INC0.0%+663%LowA real estate investment trust that owns, develops, and operates data centers worldwide, leasing space and interconnection services to enterprises and cloud providers.
$DLTR · DOLLAR TREE INC0.0%+92%+15%LowOperates discount variety retail stores selling merchandise at fixed low price points under the Dollar Tree banner across the United States.NASDAQS&PCitrini
$AEO · AMERICAN EAGLE OUTFITTERS IN0.0%+101%+2%LowAmerican Eagle Outfitters is a specialty apparel retailer selling casual clothing and accessories under the American Eagle and Aerie brands.
$AON · AON PLC0.0%+51%+2%LowAon is a global professional services firm providing insurance and reinsurance brokerage, risk management, and human capital and retirement consulting.S&P
$BCPC · BALCHEM CORP0.0%+260%-4%LowSpecialty ingredients and chemicals makerNASDAQ
$BCRX · BIOCRYST PHARMACEUTICALS INC0.0%+171%-2%LowRare-disease drug developer (hereditary angioedema)NASDAQ
$BOOT · BOOT BARN HLDGS INC0.0%+108%+4%Low
$CHRW · C H ROBINSON WORLDWIDE IN0.0%+574%+26%LowNASDAQS&P
$CA8A · CACI INTL INC0.0%+215%LowCACI International provides information-technology, engineering, and mission-support services and technology to US defense, intelligence, and federal civilian agencies.
$GTLS · CHART INDS INC0.0%+127%+2%LowChart Industries makes engineered equipment for the production, storage, and transport of gases and liquids, including cryogenic tanks and heat exchangers used in LNG, industrial-gas, and clean-energy applications.Citrini
$SPG · SIMON PPTY GROUP INC NEW0.0%+159%+23%LowSimon Property Group is a retail real estate investment trust that owns, develops and manages regional shopping malls, premium outlets and other retail and mixed-use properties across the US and abroad.S&P
$SYY · SYSCO CORP0.0%+67%+15%LowSysco is a leading foodservice distributor that markets and delivers food, beverages, kitchen equipment and supplies to restaurants, healthcare, education and hospitality customers.S&PCitrini
$TOWN · TOWNEBANK PORTSMOUTH VA0.0%+46%+9%LowRegional bank (Virginia)NASDAQ
$UNFI · UNITED NAT FOODS INC0.0%+124%+9%LowCitrini
$URBN · URBAN OUTFITTERS INC0.0%+1327%+15%LowUrban Outfitters is a lifestyle retailer selling apparel, accessories, and home goods through its Urban Outfitters, Anthropologie, Free People, and other brands.NASDAQ
$AG · FIRST MAJESTIC SILVER CORP0.0%+481%-26%LowSilver mining in Mexico
$FULT · FULTON FINL CORP PA0.0%+57%+22%LowFulton Financial is a regional bank holding company, parent of Fulton Bank, providing commercial and consumer banking, lending, and wealth-management services in the Mid-Atlantic region.NASDAQ
$GEHC · GE HEALTHCARE TECHNOLOGIES I0.0%+396%-11%LowGE HealthCare Technologies makes medical imaging, ultrasound, patient monitoring, and diagnostics equipment and related software and services for hospitals and healthcare providers.NASDAQS&P
$GLNG · GOLAR LNG LTD0.0%+1253%-8%LowGolar LNG owns and operates floating liquefied natural gas (FLNG) production vessels that liquefy natural gas offshore for export.NASDAQ
$7HP · HP INC0.0%+453%LowA global provider of personal computers, printers, imaging products and related supplies and services for consumers and businesses.
$IEI · INSIGHT ENTERPRISES INC0.0%+39%-1%LowA global information-technology solutions provider that resells hardware and software and delivers services in cloud, data-center, digital and workplace transformation.NASDAQ
$ITRI · ITRON INC0.0%+122%-4%LowUtility smart meters and grid technologyNASDAQ
$JEF · JEFFERIES FINANCIAL GROUP IN0.0%+50%+33%LowA diversified financial-services holding company whose principal business is the Jefferies investment bank, providing capital markets, advisory and asset-management services.
$EL · LAUDER ESTEE COS INC0.0%+70%+14%LowThe Estee Lauder Companies manufactures and markets prestige beauty products, including skincare, makeup, fragrance, and hair care, under brands such as Estee Lauder, Clinique, MAC, and La Mer.S&P
$LULU · LULULEMON ATHLETICA INC0.0%+97%-24%LowLululemon Athletica designs, distributes, and retails athletic and athleisure apparel, footwear, and accessories for yoga, running, training, and casual wear.NASDAQS&P
$MCHP · MICROCHIP TECHNOLOGY INC.0.0%+213%+25%LowMicrochip Technology designs and manufactures microcontrollers, analog, mixed-signal, and connectivity semiconductors and related development tools for automotive, industrial, computing, and consumer markets.NASDAQS&PCitrini
$EYE · NATIONAL VISION HLDGS INC0.0%+73%-20%LowNational Vision operates optical retail stores offering eyeglasses, contact lenses, and eye-exam services through brands such as America's Best Contacts & Eyeglasses and Eyeglass World.NASDAQ
$NTRS · NORTHERN TR CORP0.0%+34%+32%LowNorthern Trust is a financial-services firm providing asset servicing, custody, asset management, and wealth management to institutions and high-net-worth individuals.NASDAQS&P
$PEN · PENUMBRA INC0.0%+743%-3%LowPenumbra develops and manufactures medical devices for treating vascular and neurovascular conditions, including thrombectomy systems for removing blood clots.
$TROW · PRICE T ROWE GROUP INC0.0%+60%+30%LowT. Rowe Price Group is a global investment management firm offering actively managed mutual funds, retirement plans, and advisory services to individual and institutional clients.NASDAQS&P
$BROS · DUTCH BROS INC0.0%+48%+35%LowOperates and franchises a chain of drive-thru coffee shops selling specialty coffee, energy drinks, and other beverages, primarily in the western United States.
ENCOMPASS HEALTH CORP0.0%+31%LowEncompass Health operates inpatient rehabilitation hospitals across the United States, providing post-acute physical rehabilitation care for patients recovering from strokes, injuries, and other conditions.
F5 INC0.0%+435%LowF5 provides application delivery and security technology, including software and hardware for load balancing, traffic management, and protecting applications and APIs across data centers and cloud environments.
AMER SPORTS INC0.0%+37%LowAmer Sports is a sporting goods company that owns outdoor, technical apparel, and equipment brands including Arc'teryx, Salomon, and Wilson.
$AHQ · AMERICAN WOODMARK CORP0.0%+40%LowNASDAQ
AVIENT CORPORATION0.0%+64%LowSpecialty polymers and color additives
$BHC · BAUSCH HEALTH COS INC0.0%+37%-11%LowBausch Health develops and markets branded pharmaceuticals, eye-care products, and medical devices across gastroenterology, dermatology, and other therapeutic areas.
$BWXT · BWX TECHNOLOGIES INC0.0%+60%-16%LowBWX Technologies manufactures nuclear reactors and components for the US Navy's submarines and carriers and supplies nuclear fuel, components, and services for government and commercial nuclear markets.
STERIS PLC0.0%+231%LowSTERIS provides infection-prevention and sterilization products and services, including surgical and endoscopy equipment, consumables and contract sterilization for healthcare and life-science customers.
$TMO · THERMO FISHER SCIENTIFIC INC0.0%+759%+8%LowThermo Fisher Scientific supplies laboratory equipment, reagents, consumables, diagnostics and life-science research tools, and provides contract manufacturing and lab services to scientific and clinical customers.S&PCitrini
$HLNE · HAMILTON LANE INC0.0%+98%-14%LowA private-markets investment-management and advisory firm that provides fund investments, direct and co-investments, and portfolio-management services to institutional and private clients.NASDAQ
$LBRT · LIBERTY ENERGY INC0.0%+87%-17%LowCitrini
$MHK · MOHAWK INDS INC0.0%+41%+13%LowMohawk Industries is a flooring manufacturer that produces and distributes carpet, rugs, ceramic tile, laminate, wood, stone, and vinyl flooring for residential and commercial use worldwide.
PENTAIR PLC0.0%+287%LowWater treatment and pump systems
$VCYT · VERACYTE INC0.0%+223%+84%LowVeracyte is a diagnostics company offering genomic tests and software that help physicians assess cancer risk and guide treatment across thyroid, lung, prostate, and other indications.NASDAQ
$COLB · COLUMBIA BKG SYS INC0.0%+210%+21%LowA bank holding company whose subsidiary, Umpqua Bank, provides retail and commercial banking services across the western United States.NASDAQ
$ZWS · ZURN ELKAY WATER SOLNS CORP0.0%+129%+6%LowWater management, drinking water and plumbing products
$ELAN · ELANCO ANIMAL HEALTH INC0.0%+289%+8%LowAnimal health medicines and vaccines
$AFL · AFLAC INC0.0%+29%+14%LowAflac is a supplemental insurance company selling accident, health, life, and disability policies to individuals through the workplace in the United States and Japan.S&P
$AWI · ARMSTRONG WORLD INDS INC NEW0.0%+74%-5%LowArmstrong World Industries designs and manufactures ceiling and wall systems, including acoustic tiles and suspension grids, for commercial and residential buildings.
$BBY · BEST BUY INC0.0%+984%+33%LowBest Buy is a US consumer-electronics retailer selling computers, appliances, mobile devices, and related services through its stores and website.S&P
$CVCO · CAVCO INDS INC DEL0.0%+40%+17%LowCavco Industries designs and builds manufactured, modular, and park-model homes and offers related financing and insurance.NASDAQ
$TTAN · SERVICETITAN INC0.0%+216%+20%LowServiceTitan provides cloud-based software for residential and commercial trade contractors, supporting scheduling, dispatch, invoicing, and business operations.NASDAQ
$TTMI · TTM TECHNOLOGIES INC0.0%+255%+35%LowPrinted circuit board manufacturerNASDAQCitrini
$GIS · GENERAL MILLS INC0.0%+36%+2%LowS&P
$GS · GOLDMAN SACHS GROUP INC0.0%+91%+26%LowA global investment bank and financial-services firm providing investment banking, trading and markets, asset and wealth management, and consumer banking services.S&PBitget →
$GPK · GRAPHIC PACKAGING HLDG CO0.0%+51%+9%LowManufactures paper-based (paperboard) packaging for food, beverage, foodservice and consumer-products companies, including folding cartons and cups.
$GXO · GXO LOGISTICS INCORPORATED0.0%+1291%+4%LowA pure-play contract logistics provider that operates outsourced warehousing, distribution and supply-chain services, including automation, for retailers and manufacturers worldwide.
$KTB · KONTOOR BRANDS INC0.0%+79%+22%LowKontoor Brands is an apparel company that designs, makes, and markets denim and casual clothing under brands including Wrangler and Lee.
$MZTI · MARZETTI COMPANY0.0%+124%-23%LowSpecialty foods: dressings, dips, breadsNASDAQ
$MRNA · MODERNA INC0.0%+393%+22%LowModerna is a biotechnology company that develops messenger RNA (mRNA) vaccines and therapeutics, including its COVID-19 vaccine, with a pipeline spanning infectious diseases, oncology, and rare diseases.NASDAQS&P
$NVR · NVR INC0.0%+601%-2%LowNVR is a US homebuilder that constructs and sells single-family homes, townhomes, and condominiums, and operates a mortgage-banking business supporting its homebuilding operations.S&P
$PRGO · PERRIGO CO PLC0.0%+73%-7%LowPerrigo manufactures store-brand and branded over-the-counter consumer self-care and wellness products, including OTC medicines, nutrition, and skin-care items.
$PSA · PUBLIC STORAGE OPER CO0.0%+283%+17%LowSelf-storage facilities REITS&P
$O · REALTY INCOME CORP0.0%+127%+7%LowRealty Income is a real estate investment trust that owns a large portfolio of freestanding commercial properties leased to retail and other tenants under long-term net leases.S&P
$COKE · COCA COLA CONS INC0.0%+55%-6%LowNASDAQ
$CCI · CROWN CASTLE INC0.0%+298%+2%LowA real estate investment trust that owns and leases cell towers, small-cell nodes, and fiber infrastructure to wireless carriers across the United States.S&P
$DHI · D R HORTON INC0.0%+511%+9%LowThe largest homebuilder in the United States by volume, constructing and selling single-family homes across a range of price points, with related mortgage and title services.S&P
$DOCS · DOXIMITY INC0.0%+431%-8%LowOperates a digital platform and professional network for U.S. physicians and clinicians, offering communication, telehealth, and workflow tools plus pharmaceutical advertising.
$DY · DYCOM INDS INC0.0%+50%+20%LowProvides specialty contracting services, primarily engineering, construction, and maintenance of telecommunications and utility infrastructure networks.
EATON CORP PLC0.0%+626%LowEaton is a diversified power management company that makes electrical components and systems, hydraulics, aerospace, and vehicle drivetrain products for utility, industrial, commercial, and mobility markets.
$ERO · ERO COPPER CORP0.0%+286%-10%Low
$ADMA · ADMA BIOLOGICS INC0.0%+153%-3%LowADMA Biologics is a biopharmaceutical company that develops, manufactures, and markets plasma-derived immunoglobulin therapies for immune-deficient and infection-prone patients.NASDAQ
$AM · ANTERO MIDSTREAM CORP0.0%+36%-1%LowAntero Midstream owns and operates natural gas gathering, compression, and water infrastructure serving Antero Resources' operations in the Appalachian Basin.
$TDW · TIDEWATER INC NEW0.0%+61%-9%LowTidewater owns and operates offshore support vessels that provide marine transportation and logistics services to the global offshore oil and gas and energy industries.
$HSY · HERSHEY CO0.0%+56%-18%LowManufactures and markets chocolate and non-chocolate confectionery, along with snacks and pantry items, under brands including Hershey's, Reese's, Kisses and Kit Kat (US).S&P
$PLD · PROLOGIS INC.0.0%+53%+13%LowPrologis is a global industrial real estate investment trust that owns, develops, and leases logistics and distribution warehouses to e-commerce, retail, and supply-chain customers.S&P
$RRC · RANGE RES CORP0.0%+157%-19%LowRange Resources is an independent energy company that explores for and produces natural gas, natural gas liquids, and oil, focused on the Appalachian Basin.
$VECO · VEECO INSTRS INC DEL0.0%+42%+54%LowSemiconductor and thin-film process equipmentNASDAQ
$VTR · VENTAS INC0.0%+201%+9%LowVentas is a healthcare-focused real estate investment trust that owns senior housing, medical office buildings, research facilities, and other health-related properties.S&PCitrini

Top holdings now

Issuer% bookSince entryBusinessTags
$SPY · STATE STR SPDR S&P 500 ETF T12.7%+75% ≥Q2 '21An exchange-traded fund managed by State Street (SPY) that tracks the S&P 500 index of large-capitalization US stocks.SerenityBitget →
$IVV · ISHARES TR7.8%+75% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$AMZN · AMAZON COM INC4.1%+37% Q1 '24Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$NVDA · NVIDIA CORPORATION3.7%+366% Q3 '23NVIDIA designs graphics processing units (GPUs), AI accelerators, and computing platforms used for artificial intelligence, data centers, gaming, professional visualization, and automotive systems.NASDAQS&PCitriniSerenityBitget →
$GOOGL · ALPHABET INC2.6%+183% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$AVGO · BROADCOM INC2.5%+346% Q3 '23Broadcom designs semiconductors for networking, broadband, wireless, and storage markets and provides enterprise infrastructure software, including VMware.NASDAQS&PSerenityBitget →
$MU · MICRON TECHNOLOGY INC2.2%+407% Q3 '25Micron Technology designs and manufactures memory and storage products, including DRAM, NAND flash, and related memory technologies used in computing, data centers, mobile, automotive, and networking.NASDAQS&PCitriniSerenityBitget →
$MSFT · MICROSOFT CORP1.8%+52% ≥Q2 '21Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$GEV · GE VERNOVA INC1.7%+517% Q2 '24GE Vernova is an energy company that provides power generation and grid equipment and services, including gas and nuclear turbines, wind turbines, and electrification and grid technologies.S&PCitriniBitget →
$TSM · TAIWAN SEMICONDUCTOR MANUFAC1.6%+18% Q1 '26Taiwan Semiconductor Manufacturing (TSMC) is the world's largest dedicated semiconductor foundry, manufacturing advanced logic chips on a contract basis for fabless chip designers.CitriniSerenityBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker