whalepapers
Overview/ Bridgewater Associates, LP/ Q1 2021

Bridgewater Associates, LP

CIK 0001350694 · As of Q1 2021 · filed May 14, 2021

Q1 2021

Holdings

455 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$1.24B
11.0%
3,138,199 −548,244 −14.9% Reduced
VWO VANGUARD FTSE EMERGING MARKE
$577.2M
5.1%
11,089,795 −2,077,323 −15.8% Reduced
WMT WALMART INC
$487.8M
4.3%
3,590,940 +512,347 +16.6% Added
PG PROCTER & GAMBLE CO
$435.9M
3.8%
3,218,630 +523,180 +19.4% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$318.0M
2.8%
1,402,720 −197,780 −12.4% Reduced
KO COCA-COLA CO
$298.7M
2.6%
5,666,828 +1,136,820 +25.1% Added
JNJ JOHNSON & JOHNSON
$281.0M
2.5%
1,709,895 +240,126 +16.3% Added
GLD SPDR GOLD SHARES
$277.1M
2.4%
1,732,397 −1,252,684 −42.0% Reduced
PEP PEPSICO INC
$253.0M
2.2%
1,788,477 +310,789 +21.0% Added
IEMG ISHARES CORE MSCI EMERGING
$242.5M
2.1%
3,768,339 −1,614,393 −30.0% Reduced
MCD MCDONALD'S CORP
$210.8M
1.9%
940,393 +170,216 +22.1% Added
COST COSTCO WHOLESALE CORP
$198.4M
1.7%
562,979 +76,515 +15.7% Added
FXI ISHARES CHINA LARGE-CAP ETF
$176.8M
1.6%
3,789,140 +243,700 +6.9% Added
IVV ISHARES CORE S&P 500 ETF
$168.9M
1.5%
424,501 −376,578 −47.0% Reduced
SBUX STARBUCKS CORP
$153.0M
1.3%
1,399,981 +206,967 +17.3% Added
PDD PDD HOLDINGS INC
$149.4M
1.3%
1,115,981 −306,145 −21.5% Reduced
MCHI ISHARES MSCI CHINA ETF
$146.0M
1.3%
1,786,439 +138,000 +8.4% Added
IAUUSD ISHARES GOLD TRUST
$143.8M
1.3%
8,840,952 −6,643,954 −42.9% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$142.7M
1.3%
1,097,379 −3,824 −0.3% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$136.8M
1.2%
470,229 +93,325 +24.8% Added
ABT ABBOTT LABORATORIES
$130.4M
1.2%
1,088,449 +175,523 +19.2% Added
TGT TARGET CORP
$113.2M
1.0%
571,532 +32,594 +6.0% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$107.2M
0.9%
1,831,169 +358,966 +24.4% Added
JD JD.COM INC-ADR
$104.6M
0.9%
1,240,653 −473,335 −27.6% Reduced
DHR DANAHER CORP
$99.7M
0.9%
442,920 +26,163 +6.3% Added
CL COLGATE-PALMOLIVE CO
$87.8M
0.8%
1,114,169 +212,672 +23.6% Added
EWT ISHARES MSCI TAIWAN ETF
$86.0M
0.8%
1,434,120 −51,606 −3.5% Reduced
BIDU BAIDU INC - SPON ADR
$78.5M
0.7%
360,827 −140,909 −28.1% Reduced
BAC BANK OF AMERICA CORP
$70.8M
0.6%
1,830,916 +431,445 +30.8% Added
KMB KIMBERLY-CLARK CORP
$65.2M
0.6%
469,012 +113,822 +32.0% Added
NIO NIO INC - ADR
$64.6M
0.6%
1,656,390 −304,219 −15.5% Reduced
MNST MONSTER BEVERAGE CORP
$64.5M
0.6%
708,388 +127,641 +22.0% Added
JPM JPMORGAN CHASE & CO
$62.3M
0.5%
409,514 −3,241 −0.8% Reduced
CVS CVS HEALTH CORP
$59.4M
0.5%
789,607 −28,172 −3.4% Reduced
ISRG INTUITIVE SURGICAL INC
$59.1M
0.5%
80,037 +13,579 +20.4% Added
DG DOLLAR GENERAL CORP
$58.0M
0.5%
286,419 +24,973 +9.6% Added
VEA VANGUARD FTSE DEVELOPED ETF
$56.3M
0.5%
1,146,401 −2,255,952 −66.3% Reduced
KHC KRAFT HEINZ CO
$55.6M
0.5%
1,389,032 +125,847 +10.0% Added
LOW LOWE'S COS INC
$55.4M
0.5%
291,137 +291,137 New
EFA ISHARES MSCI EAFE ETF
$54.8M
0.5%
722,589 −1,422,006 −66.3% Reduced
WFC WELLS FARGO & CO
$54.6M
0.5%
1,398,085 +683,420 +95.6% Added
BEKE KE HOLDINGS INC-ADR
$54.3M
0.5%
953,368 +176,084 +22.7% Added
VEEV VEEVA SYSTEMS INC-CLASS A
$53.1M
0.5%
203,435 +38,156 +23.1% Added
CMG CHIPOTLE MEXICAN GRILL INC
$53.1M
0.5%
37,352 +6,932 +22.8% Added
IEFA ISHARES CORE MSCI EAFE ETF
$50.7M
0.4%
703,122 −1,383,435 −66.3% Reduced
WBA* WALGREENS BOOTS ALLIANCE INC
$49.8M
0.4%
907,657 +126,345 +16.2% Added
STZ CONSTELLATION BRANDS INC-A
$49.7M
0.4%
218,076 +16,630 +8.3% Added
BDX BECTON DICKINSON AND CO
$47.4M
0.4%
195,010 +48,725 +33.3% Added
SYK STRYKER CORP
$46.2M
0.4%
189,719 +815 +0.4% Added
SYY SYSCO CORP
$45.8M
0.4%
581,341 +81,920 +16.4% Added
C CITIGROUP INC
$44.5M
0.4%
611,716 +242,046 +65.5% Added
GIS GENERAL MILLS INC
$42.9M
0.4%
700,370 +72,011 +11.5% Added
YUM YUM! BRANDS INC
$42.0M
0.4%
388,614 +79,043 +25.5% Added
HD HOME DEPOT INC
$41.8M
0.4%
136,977 +136,977 New
MS MORGAN STANLEY
$41.4M
0.4%
532,547 +243,001 +83.9% Added
ADM ARCHER-DANIELS-MIDLAND CO
$40.5M
0.4%
709,830 +127,117 +21.8% Added
HSY HERSHEY CO
$40.0M
0.4%
253,128 +44,929 +21.6% Added
BF/B BROWN-FORMAN CORP-CLASS B
$40.0M
0.4%
579,657 +93,097 +19.1% Added
TT TRANE TECHNOLOGIES PLC
$38.9M
0.3%
235,053 +220,758 +1544.3% Added
JCI JOHNSON CONTROLS INTERNATION
$37.8M
0.3%
633,692 +633,692 New
BSX BOSTON SCIENTIFIC CORP
$37.7M
0.3%
975,131 +252,959 +35.0% Added
APTIV PLC
$37.7M
0.3%
273,173 +256,497 +1538.1% Added
LULU LULULEMON ATHLETICA INC
$36.6M
0.3%
119,466 +119,466 New
DWDPEUR DUPONT DE NEMOURS INC
$36.1M
0.3%
467,332 +467,332 New
BLKCHF BLACKROCK INC
$35.6M
0.3%
47,153 +27,236 +136.7% Added
GS GOLDMAN SACHS GROUP INC
$35.5M
0.3%
108,635 +43,218 +66.1% Added
PPG PPG INDUSTRIES INC
$34.9M
0.3%
232,591 +218,141 +1509.6% Added
SHW SHERWIN-WILLIAMS CO
$34.3M
0.3%
46,537 +46,537 New
TSN TYSON FOODS INC-CL A
$33.7M
0.3%
453,678 +83,146 +22.4% Added
LEN LENNAR CORP-A
$33.3M
0.3%
329,353 +325,533 +8521.8% Added
DHI DR HORTON INC
$33.1M
0.3%
371,610 +367,825 +9718.0% Added
EW EDWARDS LIFESCIENCES CORP
$32.6M
0.3%
389,899 +76,657 +24.5% Added
YUMC YUM CHINA HOLDINGS INC
$32.2M
0.3%
544,324 −186,141 −25.5% Reduced
VFC VF CORP
$32.2M
0.3%
402,600 +388,054 +2667.8% Added
DLTR DOLLAR TREE INC
$32.1M
0.3%
280,533 +31,299 +12.6% Added
LUFAX HOLDING LTD
$30.9M
0.3%
2,130,107 +1,512,437 +244.9% Added
HCA HCA HEALTHCARE INC
$30.6M
0.3%
162,683 −4,223 −2.5% Reduced
MKC MCCORMICK & CO-NON VTG SHRS
$30.3M
0.3%
340,358 +65,766 +24.0% Added
TCOM TRIP.COM GROUP LTD-ADR
$30.3M
0.3%
765,688 −284,497 −27.1% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$29.8M
0.3%
570,518 +128,556 +29.1% Added
HRL HORMEL FOODS CORP
$29.7M
0.3%
621,682 +71,928 +13.1% Added
KEL KELLANOVA
$29.7M
0.3%
468,628 +106,017 +29.2% Added
BAX BAXTER INTERNATIONAL INC
$29.6M
0.3%
350,395 +81,399 +30.3% Added
NEW ORIENTAL ED & TECHNOLOGY
$29.1M
0.3%
2,079,901 +1,799,039 +640.5% Added
ALGN ALIGN TECHNOLOGY INC
$28.8M
0.3%
53,161 +11,602 +27.9% Added
CLX CLOROX COMPANY
$28.5M
0.3%
147,830 +17,066 +13.1% Added
BILI BILIBILI INC-SPONSORED ADR
$28.4M
0.3%
265,520 −37,226 −12.3% Reduced
TAL TAL EDUCATION GROUP- ADR
$28.4M
0.3%
527,555 −197,370 −27.2% Reduced
ODFL OLD DOMINION FREIGHT LINE
$28.0M
0.2%
116,343 +112,580 +2991.8% Added
USB US BANCORP
$25.7M
0.2%
464,169 +257,815 +124.9% Added
CERNCHF CERNER CORP
$25.5M
0.2%
355,213 +45,530 +14.7% Added
ECL ECOLAB INC
$25.5M
0.2%
118,949 +118,949 New
ONC BEONE MEDICINES LTD-ADR
$25.4M
0.2%
73,053 +52,254 +251.2% Added
SCHW SCHWAB (CHARLES) CORP
$24.9M
0.2%
381,369 +162,174 +74.0% Added
TSLA TESLA INC
$24.8M
0.2%
37,059 +37,059 New
TFC TRUIST FINANCIAL CORP
$24.5M
0.2%
419,253 +243,069 +138.0% Added
CHD CHURCH & DWIGHT CO INC
$24.4M
0.2%
279,340 +26,085 +10.3% Added
DRI DARDEN RESTAURANTS INC
$24.3M
0.2%
170,782 +33,410 +24.3% Added
PNC PNC FINANCIAL SERVICES GROUP
$22.7M
0.2%
129,513 +71,291 +122.4% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$22.4M
0.2%
751,101 −262,997 −25.9% Reduced
EEM ISHARES MSCI EMERGING MARKET
$22.3M
0.2%
418,509 −3,405,919 −89.1% Reduced
KMX CARMAX INC
$21.1M
0.2%
159,350 +159,350 New
CAG CONAGRA BRANDS INC
$20.7M
0.2%
550,598 +47,097 +9.4% Added
IDXX IDEXX LABORATORIES INC
$20.4M
0.2%
41,710 −1,027 −2.4% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$20.1M
0.2%
125,642 +18,157 +16.9% Added
KR KROGER CO
$19.9M
0.2%
554,214 −31,534 −5.4% Reduced
F FORD MOTOR CO
$19.6M
0.2%
1,598,244 +1,598,244 New
GM GENERAL MOTORS CO
$19.5M
0.2%
340,224 +340,224 New
GDS GDS HOLDINGS LTD - ADR
$19.5M
0.2%
240,848 −71,694 −22.9% Reduced
XPEV XPENG INC - ADR
$18.7M
0.2%
511,506 +108,462 +26.9% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$18.4M
0.2%
630,205 −263,016 −29.4% Reduced
SAM BOSTON BEER COMPANY INC-A
$18.2M
0.2%
15,123 +2,364 +18.5% Added
NVR NVR INC
$18.2M
0.2%
3,855 +3,616 +1513.0% Added
RMD RESMED INC
$17.4M
0.2%
89,787 +15,508 +20.9% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$17.3M
0.2%
102,842 +100,150 +3720.3% Added
AON AON PLC-CLASS A
$16.4M
0.1%
71,304 +29,164 +69.2% Added
IFF INTL FLAVORS & FRAGRANCES
$16.4M
0.1%
117,297 +117,297 New
TME TENCENT MUSIC ENTERTAINM-ADR
$16.1M
0.1%
787,752 −295,715 −27.3% Reduced
GPC GENUINE PARTS CO
$15.9M
0.1%
137,202 +132,015 +2545.1% Added
SJM JM SMUCKER CO
$15.8M
0.1%
124,870 +7,579 +6.5% Added
DAR DARLING INGREDIENTS INC
$15.8M
0.1%
214,544 +41,395 +23.9% Added
MAS MASCO CORP
$15.6M
0.1%
261,051 +261,051 New
ALB ALBEMARLE CORP
$15.6M
0.1%
106,460 +106,460 New
ATHM AUTOHOME INC-ADR
$15.1M
0.1%
161,385 −59,708 −27.0% Reduced
CE CELANESE CORP
$14.9M
0.1%
99,730 +99,730 New
CHGG CHEGG INC
$14.8M
0.1%
172,495 +33,839 +24.4% Added
PHM PULTEGROUP INC
$14.6M
0.1%
278,032 +278,032 New
BNY BANK OF NEW YORK MELLON CORP
$14.2M
0.1%
300,787 +153,356 +104.0% Added
WHR WHIRLPOOL CORP
$14.2M
0.1%
64,262 +64,262 New
LW LAMB WESTON HOLDINGS INC
$14.1M
0.1%
182,175 +35,776 +24.4% Added
HTHT H WORLD GROUP LTD-ADR
$13.9M
0.1%
253,242 −150,198 −37.2% Reduced
WST WEST PHARMACEUTICAL SERVICES
$13.7M
0.1%
48,495 +6,132 +14.5% Added
COR CENCORA INC
$13.5M
0.1%
114,459 +4,534 +4.1% Added
WSM WILLIAMS-SONOMA INC
$13.5M
0.1%
75,323 +75,323 New
HO1 HOLOGIC INC
$13.4M
0.1%
180,699 +25,978 +16.8% Added
MHK MOHAWK INDUSTRIES INC
$13.4M
0.1%
69,825 +69,825 New
FBIN FORTUNE BRANDS INNOVATIONS I
$13.4M
0.1%
139,674 +139,674 New
CARR CARRIER GLOBAL CORP
$13.2M
0.1%
313,260 +313,260 New
DXCM DEXCOM INC
$13.1M
0.1%
36,532 +4,008 +12.3% Added
ZLAB ZAI LAB LTD-ADR
$13.0M
0.1%
97,578 −34,646 −26.2% Reduced
ARMK ARAMARK
$12.4M
0.1%
328,028 +82,928 +33.8% Added
LKQ LKQ CORP
$12.3M
0.1%
289,653 +278,170 +2422.5% Added
LII LENNOX INTERNATIONAL INC
$12.0M
0.1%
38,467 +38,467 New
TPR TAPESTRY INC
$11.9M
0.1%
289,442 +289,442 New
COOPER COS INC
$11.9M
0.1%
30,869 +5,337 +20.9% Added
LABORATORY CORP AMER HLDGS
$11.8M
0.1%
46,316 −2,857 −5.8% Reduced
RPM RPM INTERNATIONAL INC
$11.8M
0.1%
128,402 +117,990 +1133.2% Added
NTES NETEASE INC-ADR
$11.7M
0.1%
113,376 −348,376 −75.4% Reduced
MCK MCKESSON CORP
$11.7M
0.1%
59,791 −4,474 −7.0% Reduced
TROW T ROWE PRICE GROUP INC
$11.7M
0.1%
67,955 +35,118 +106.9% Added
BWA BORGWARNER INC
$11.1M
0.1%
239,827 +239,827 New
BFAM BRIGHT HORIZONS FAMILY SOLUT
$11.0M
0.1%
64,342 −1,204 −1.8% Reduced
ALLE ALLEGION PLC
$11.0M
0.1%
87,781 +87,781 New
LEA LEAR CORP
$10.9M
0.1%
60,154 +56,826 +1707.5% Added
CASY CASEY'S GENERAL STORES INC
$10.7M
0.1%
49,722 +9,185 +22.7% Added
AOS SMITH (A.O.) CORP
$10.7M
0.1%
157,719 +157,719 New
STE STERIS PLC
$10.6M
0.1%
55,899 +6,668 +13.5% Added
TAP MOLSON COORS BEVERAGE CO - B
$10.3M
0.1%
201,334 +19,708 +10.9% Added
AAP ADVANCE AUTO PARTS INC
$10.2M
0.1%
55,670 +55,670 New
GH GUARDANT HEALTH INC
$10.2M
0.1%
66,646 +10,279 +18.2% Added
QSR RESTAURANT BRANDS INTERN
$10.1M
0.1%
154,946 −3,879 −2.4% Reduced
CAH CARDINAL HEALTH INC
$10.0M
0.1%
164,093 +14,477 +9.7% Added
ABMDEUR ABIOMED INC
$9.9M
0.1%
31,001 +5,084 +19.6% Added
OC OWENS CORNING
$9.9M
0.1%
106,987 +106,987 New
BYNDEUR BEYOND MEAT INC
$9.7M
0.1%
74,358 +9,287 +14.3% Added
USFD US FOODS HOLDING CORP
$9.4M
0.1%
247,886 +34,944 +16.4% Added
UAA UNDER ARMOUR INC-CLASS A
$9.4M
0.1%
423,141 +423,141 New
POOL POOL CORP
$9.4M
0.1%
27,143 +27,143 New
TXRH TEXAS ROADHOUSE INC
$9.2M
0.1%
95,945 +21,580 +29.0% Added
FRCB FIRST REPUBLIC BANK/CA
$9.2M
0.1%
55,043 +29,714 +117.3% Added
TFX TELEFLEX INC
$9.1M
0.1%
21,842 −11,007 −33.5% Reduced
MASI* MASIMO CORP
$8.8M
0.1%
38,453 +7,073 +22.5% Added
GNTX GENTEX CORP
$8.8M
0.1%
245,665 +245,665 New
XRAY DENTSPLY SIRONA INC
$8.7M
0.1%
136,858 +26,220 +23.7% Added
AMP AMERIPRISE FINANCIAL INC
$8.7M
0.1%
37,221 +17,902 +92.7% Added
FRPT FRESHPET INC
$8.6M
0.1%
54,363 +11,410 +26.6% Added
STT STATE STREET CORP
$8.6M
0.1%
102,107 +43,112 +73.1% Added
RL RALPH LAUREN CORP
$8.5M
0.1%
69,199 +69,199 New
INGR INGREDION INC
$8.1M
0.1%
90,059 +21,515 +31.4% Added
SIVBEUR SVB FINANCIAL GROUP
$8.1M
0.1%
16,401 +7,082 +76.0% Added
JOYY JOYY INC-ADR
$8.1M
0.1%
86,142 −31,767 −26.9% Reduced
DPZ DOMINO'S PIZZA INC
$8.1M
0.1%
21,917 −3,361 −13.3% Reduced
FITB FIFTH THIRD BANCORP
$8.1M
0.1%
215,229 +84,415 +64.5% Added
DGX QUEST DIAGNOSTICS INC
$8.0M
0.1%
62,176 −5,567 −8.2% Reduced
ALV AUTOLIV INC
$7.9M
0.1%
85,580 +85,580 New
WB WEIBO CORP-SPON ADR
$7.8M
0.1%
154,333 −53,140 −25.6% Reduced
IQ IQIYI INC-ADR
$7.8M
0.1%
468,531 −133,242 −22.1% Reduced
MTB M & T BANK CORP
$7.6M
0.1%
50,310 +30,595 +155.2% Added
AJG ARTHUR J GALLAGHER & CO
$7.5M
0.1%
60,405 +34,058 +129.3% Added
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$7.5M
0.1%
86,427 +16,153 +23.0% Added
KNX KNIGHT-SWIFT TRANSPORTATION
$7.5M
0.1%
156,295 +156,295 New
CPRI CAPRI HOLDINGS LTD
$7.5M
0.1%
146,773 +146,773 New
HELE HELEN OF TROY LTD
$7.4M
0.1%
35,091 +6,123 +21.1% Added
SGI SOMNIGROUP INTERNATIONAL INC
$7.3M
0.1%
199,649 +199,649 New
PVH PVH CORP
$7.3M
0.1%
69,001 +69,001 New
PPC PILGRIM'S PRIDE CORP
$7.2M
0.1%
303,258 +91,177 +43.0% Added
AN AUTONATION INC
$7.2M
0.1%
76,966 +76,966 New
THO THOR INDUSTRIES INC
$7.2M
0.1%
53,244 +53,244 New
TOL TOLL BROTHERS INC
$7.1M
0.1%
124,948 +124,948 New
AXTA AXALTA COATING SYSTEMS LTD
$6.8M
0.1%
229,612 +229,612 New
LOPE GRAND CANYON EDUCATION INC
$6.7M
0.1%
62,840 +8,421 +15.5% Added
NTRS NORTHERN TRUST CORP
$6.7M
0.1%
63,365 +34,219 +117.4% Added
MKTX MARKETAXESS HOLDINGS INC
$6.4M
0.1%
12,873 +5,901 +84.6% Added
HN9 HANESBRANDS INC
$6.4M
0.1%
323,716 +323,716 New
RF REGIONS FINANCIAL CORP
$6.3M
0.1%
306,281 +129,939 +73.7% Added
PFGC PERFORMANCE FOOD GROUP CO
$6.2M
0.1%
108,473 +29,494 +37.3% Added
GOTU GAOTU TECHEDU INC
$6.1M
0.1%
180,554 −29,031 −13.9% Reduced
FLO FLOWERS FOODS INC
$6.1M
0.1%
256,664 +42,223 +19.7% Added
KEY KEYCORP
$6.0M
0.1%
302,176 +152,153 +101.4% Added
PEN PENUMBRA INC
$6.0M
0.1%
22,049 +971 +4.6% Added
HLF HERBALIFE LTD
$5.8M
0.1%
131,368 +39,260 +42.6% Added
CFG CITIZENS FINANCIAL GROUP
$5.8M
0.1%
131,603 +53,152 +67.8% Added
LP1 LEGGETT & PLATT INC
$5.8M
0.1%
126,703 +126,703 New
UHS UNIVERSAL HEALTH SERVICES-B
$5.8M
0.1%
43,259 +5,917 +15.8% Added
MZTI MARZETTI COMPANY
$5.7M
0.0%
32,237 +4,253 +15.2% Added
COLM COLUMBIA SPORTSWEAR CO
$5.4M
0.0%
51,508 +51,508 New
EWW ISHARES MSCI MEXICO ETF
$5.4M
0.0%
123,943 +116,145 +1489.4% Added
UHAL U-HAUL HOLDING CO
$5.4M
0.0%
8,839 +6,764 +326.0% Added
LI LI AUTO INC - ADR
$5.3M
0.0%
212,150 +212,150 New
RJF RAYMOND JAMES FINANCIAL INC
$5.3M
0.0%
43,098 +22,680 +111.1% Added
ASH ASHLAND INC
$5.2M
0.0%
58,667 +58,667 New
EWY ISHARES MSCI SOUTH KOREA ETF
$5.1M
0.0%
57,400 −8,295 −12.6% Reduced
PFG PRINCIPAL FINANCIAL GROUP
$5.1M
0.0%
85,696 +40,713 +90.5% Added
ADY AMEDISYS INC
$5.1M
0.0%
19,084 +246 +1.3% Added
HBAN HUNTINGTON BANCSHARES INC
$4.8M
0.0%
308,093 +151,753 +97.1% Added
ABX BARRICK GOLD CORP
$4.8M
0.0%
239,619 +137,546 +134.8% Added
BEN FRANKLIN TEMPLETON INC
$4.7M
0.0%
159,202 +68,222 +75.0% Added
VRTX VERTEX PHARMACEUTICALS INC
$4.7M
0.0%
21,689 +18,059 +497.5% Added
EQH EQUITABLE HOLDINGS INC
$4.4M
0.0%
134,794 +64,265 +91.1% Added
CRI CARTER'S INC
$4.4M
0.0%
49,064 +49,064 New
ADNT ADIENT PLC
$4.4M
0.0%
98,696 +98,696 New
FIZZ NATIONAL BEVERAGE CORP
$4.4M
0.0%
88,956 +58,655 +193.6% Added
HSIC HENRY SCHEIN INC
$4.3M
0.0%
61,421 −5,390 −8.1% Reduced
KBH KB HOME
$4.2M
0.0%
89,928 +89,928 New
BRO BROWN & BROWN INC
$4.2M
0.0%
90,985 +57,248 +169.7% Added
GILD GILEAD SCIENCES INC
$4.0M
0.0%
61,592 +10,992 +21.7% Added
MDC1USD MDC HOLDINGS INC
$4.0M
0.0%
66,505 +66,505 New
GRA1EUR WR GRACE & CO
$3.9M
0.0%
64,970 +64,970 New
R RYDER SYSTEM INC
$3.8M
0.0%
50,490 +50,490 New
BHC BAUSCH HEALTH COS INC
$3.8M
0.0%
119,826 +41,012 +52.0% Added
SBNY SIGNATURE BANK
$3.8M
0.0%
16,669 +6,833 +69.5% Added
CVNA CARVANA CO
$3.7M
0.0%
14,172 +14,172 New
BZUN BAOZUN INC-SPN ADR
$3.7M
0.0%
95,871 −14,324 −13.0% Reduced
VC VISTEON CORP
$3.5M
0.0%
28,979 +28,979 New
GT GOODYEAR TIRE & RUBBER CO
$3.5M
0.0%
196,952 +196,952 New
LPLA LPL FINANCIAL HOLDINGS INC
$3.5M
0.0%
24,283 +10,146 +71.8% Added
IVZ INVESCO LTD
$3.4M
0.0%
134,129 +49,727 +58.9% Added
SEIC SEI INVESTMENTS COMPANY
$3.4M
0.0%
55,355 +36,745 +197.4% Added
BA BOEING CO
$3.4M
0.0%
13,173 −3,797 −22.4% Reduced
MOMOUSD MOMO INC-SPON ADR
$3.2M
0.0%
219,534 −82,661 −27.4% Reduced
GIB CGI INC
$3.2M
0.0%
38,492 +20,566 +114.7% Added
EWBC EAST WEST BANCORP INC
$3.2M
0.0%
43,238 +17,251 +66.4% Added
EWZ ISHARES MSCI BRAZIL ETF
$3.1M
0.0%
93,450 −53,661 −36.5% Reduced
CMA COMERICA INC
$3.1M
0.0%
43,123 +21,747 +101.7% Added
TREX TREX COMPANY INC
$3.0M
0.0%
32,644 +32,644 New
CHE CHEMED CORP
$2.9M
0.0%
6,242 −2,894 −31.7% Reduced
FHN FIRST HORIZON CORP
$2.9M
0.0%
169,548 +84,221 +98.7% Added
DOUYU INTL HLDGS LTD
$2.8M
0.0%
272,656 +193,878 +246.1% Added
KGC KINROSS GOLD CORP
$2.8M
0.0%
418,498 +208,306 +99.1% Added
CBSH COMMERCE BANCSHARES INC
$2.8M
0.0%
36,238 +22,959 +172.9% Added
ZION ZIONS BANCORP NA
$2.8M
0.0%
50,518 +25,313 +100.4% Added
DAL DELTA AIR LINES INC
$2.8M
0.0%
56,999 −76,002 −57.1% Reduced
HCM HUTCHMED CHINA-ADR
$2.6M
0.0%
91,361 −29,548 −24.4% Reduced
NOAH NOAH HOLDINGS LTD-SPON ADS
$2.4M
0.0%
54,940 −14,496 −20.9% Reduced
VOYA VOYA FINANCIAL INC
$2.4M
0.0%
37,372 +14,185 +61.2% Added
SPG SIMON PROPERTY GROUP INC
$2.4M
0.0%
20,849 +20,849 New
ARCC ARES CAPITAL CORP
$2.4M
0.0%
126,478 +66,603 +111.2% Added
BIIB BIOGEN INC
$2.3M
0.0%
8,397 +8,397 New
CANOPY GROWTH CORP
$2.3M
0.0%
72,167 +39,186 +118.8% Added
QDELUSD QUIDELORTHO CORP
$2.3M
0.0%
17,902 −7,706 −30.1% Reduced
JEF JEFFERIES FINANCIAL GROUP IN
$2.3M
0.0%
74,780 +31,884 +74.3% Added
TFSL TFS FINANCIAL CORP
$2.2M
0.0%
106,969 +89,128 +499.6% Added
AMG AFFILIATED MANAGERS GROUP
$2.1M
0.0%
14,135 +5,798 +69.5% Added
FOXA FOX CORP - CLASS A
$2.1M
0.0%
58,363 +29,133 +99.7% Added
CFR CULLEN/FROST BANKERS INC
$2.1M
0.0%
18,946 +10,027 +112.4% Added
HUYA HUYA INC-ADR
$2.0M
0.0%
104,611 −30,289 −22.5% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$2.0M
0.0%
44,398 +21,758 +96.1% Added
CSX CSX CORP
$2.0M
0.0%
20,451 −148,215 −87.9% Reduced
INOV INOVALON HOLDINGS INC - A
$2.0M
0.0%
68,058 −79,966 −54.0% Reduced
NYCBEUR NEW YORK COMMUNITY BANCORP
$1.9M
0.0%
150,564 +79,271 +111.2% Added
VRMUSD VROOM INC
$1.9M
0.0%
47,662 +47,662 New
TDOC TELADOC HEALTH INC
$1.8M
0.0%
10,175 −18,142 −64.1% Reduced
LUV SOUTHWEST AIRLINES CO
$1.8M
0.0%
30,244 −142,004 −82.4% Reduced
BOKF BOK FINANCIAL CORPORATION
$1.8M
0.0%
20,544 +13,015 +172.9% Added
OTEX OPEN TEXT CORP
$1.8M
0.0%
38,154 +22,449 +142.9% Added
SNAP SNAP INC - A
$1.8M
0.0%
34,761 −396,486 −91.9% Reduced
BPOP POPULAR INC
$1.8M
0.0%
25,469 +12,526 +96.8% Added
WY WEYERHAEUSER CO
$1.8M
0.0%
49,337 −216,165 −81.4% Reduced
VLY VALLEY NATIONAL BANCORP
$1.7M
0.0%
120,568 +66,656 +123.6% Added
JOBSUSD 51JOB INC-ADR
$1.7M
0.0%
26,425 −11,768 −30.8% Reduced
SHOP SHOPIFY INC - CLASS A
$1.6M
0.0%
1,472 +942 +177.7% Added
OZK BANK OZK
$1.6M
0.0%
38,783 +20,103 +107.6% Added
VRSN VERISIGN INC
$1.6M
0.0%
7,877 +7,877 New
SIRIEUR SIRIUS XM HOLDINGS INC
$1.6M
0.0%
254,626 +254,626 New
WDAY WORKDAY INC-CLASS A
$1.5M
0.0%
6,160 −56,729 −90.2% Reduced
NSC NORFOLK SOUTHERN CORP
$1.5M
0.0%
5,669 −46,300 −89.1% Reduced
STN STANTEC INC
$1.5M
0.0%
34,248 +17,236 +101.3% Added
UPS UNITED PARCEL SERVICE-CL B
$1.4M
0.0%
8,501 −115,754 −93.2% Reduced
PACWUSD PACWEST BANCORP
$1.4M
0.0%
35,866 +17,656 +97.0% Added
WTW WILLIS TOWERS WATSON PLC
$1.4M
0.0%
5,959 −2,657 −30.8% Reduced
MGA MAGNA INTERNATIONAL INC
$1.4M
0.0%
15,475 +8,539 +123.1% Added
DQ DAQO NEW ENERGY CORP-ADR
$1.3M
0.0%
17,863 +17,863 New
CNI CANADIAN NATL RAILWAY CO
$1.2M
0.0%
10,688 +2,651 +33.0% Added
CRON CRONOS GROUP INC
$1.2M
0.0%
124,142 +28,132 +29.3% Added
KMI KINDER MORGAN INC
$1.2M
0.0%
69,674 +69,674 New
HIG HARTFORD INSURANCE GROUP INC
$1.1M
0.0%
16,840 +16,840 New
WPM WHEATON PRECIOUS METALS CORP
$1.1M
0.0%
29,185 +16,910 +137.8% Added
BOH BANK OF HAWAII CORP
$1.1M
0.0%
12,417 +6,327 +103.9% Added
SSRM SSR MINING INC
$1.1M
0.0%
77,473 +46,882 +153.3% Added
BTG B2GOLD CORP
$1.1M
0.0%
256,285 +85,000 +49.6% Added
WFG WEST FRASER TIMBER CO LTD
$1.1M
0.0%
15,323 +15,323 New
AEM AGNICO EAGLE MINES LTD
$1.1M
0.0%
18,182 +11,983 +193.3% Added
BMRN BIOMARIN PHARMACEUTICAL INC
$1.0M
0.0%
13,438 +13,438 New
WDC WESTERN DIGITAL CORP
$1.0M
0.0%
15,119 +15,119 New
YUSD ALLEGHANY CORP
$1.0M
0.0%
1,610 −2,336 −59.2% Reduced
VNET VNET GROUP INC-ADR
$996K
0.0%
30,849 +30,849 New
ASB ASSOCIATED BANC-CORP
$995K
0.0%
46,629 +23,031 +97.6% Added
MSFT MICROSOFT CORP
$994K
0.0%
4,214 −145,049 −97.2% Reduced
ANETEUR ARISTA NETWORKS INC
$993K
0.0%
3,288 −20,483 −86.2% Reduced
YRI YAMANA GOLD INC
$984K
0.0%
226,469 +112,531 +98.8% Added
CRESCENT PT ENERGY CORP
$982K
0.0%
235,541 +52,202 +28.5% Added
SUI SUN COMMUNITIES INC
$964K
0.0%
6,425 +6,425 New
LBEUR L BRANDS INC
$954K
0.0%
15,416 −113,678 −88.1% Reduced
ALXN ALEXION PHARMACEUTICALS INC
$950K
0.0%
6,211 −3,289 −34.6% Reduced
RLX RLX TECHNOLOGY INC-ADR
$934K
0.0%
90,167 +90,167 New
PANW PALO ALTO NETWORKS INC
$925K
0.0%
2,871 −10,445 −78.4% Reduced
CNQ CANADIAN NATURAL RESOURCES
$924K
0.0%
29,899 +21,169 +242.5% Added
HRC HILL-ROM HOLDINGS INC
$916K
0.0%
8,295 −21,742 −72.4% Reduced
FHI FEDERATED HERMES INC
$911K
0.0%
29,090 +11,066 +61.4% Added
WAFD WAFD INC
$892K
0.0%
28,977 +17,899 +161.6% Added
INVH INVITATION HOMES INC
$873K
0.0%
27,276 +27,276 New
GOOGL ALPHABET INC-CL A
$868K
0.0%
421 −4,409 −91.3% Reduced
ELS EQUITY LIFESTYLE PROPERTIES
$836K
0.0%
13,133 +13,133 New
MAA MID-AMERICA APARTMENT COMM
$789K
0.0%
5,466 +5,466 New
SJR/BEUR SHAW COMMUNICATIONS INC-B
$783K
0.0%
30,102 +14,712 +95.6% Added
CME CME GROUP INC
$780K
0.0%
3,818 +3,818 New
HLT HILTON WORLDWIDE HOLDINGS IN
$780K
0.0%
6,453 −55,057 −89.5% Reduced
BERY* BERRY GLOBAL GROUP INC
$777K
0.0%
12,655 −29,501 −70.0% Reduced
EGO ELDORADO GOLD CORP
$770K
0.0%
71,301 +37,186 +109.0% Added
CCJ CAMECO CORP
$765K
0.0%
46,148 +20,041 +76.8% Added
RCI ROGERS COMMUNICATIONS INC-B
$758K
0.0%
16,444 +9,785 +146.9% Added
FNV FRANCO-NEVADA CORP
$744K
0.0%
5,937 +3,526 +146.2% Added
TFII TFI INTERNATIONAL INC
$737K
0.0%
9,830 +1,246 +14.5% Added
BXP BXP INC
$736K
0.0%
7,267 +7,267 New
OMC OMNICOM GROUP
$731K
0.0%
9,854 +9,854 New
BROOKFIELD ASSET MGMT INC
$729K
0.0%
16,386 Held
CAE CAE INC
$720K
0.0%
25,278 +9,958 +65.0% Added
URI UNITED RENTALS INC
$719K
0.0%
2,184 −27,760 −92.7% Reduced
CFFN CAPITOL FEDERAL FINANCIAL IN
$688K
0.0%
51,974 +34,255 +193.3% Added
ROP ROPER TECHNOLOGIES INC
$686K
0.0%
1,702 −22,484 −93.0% Reduced
CHNGUSD CHANGE HEALTHCARE INC
$666K
0.0%
30,145 +30,145 New
MAR MARRIOTT INTERNATIONAL -CL A
$658K
0.0%
4,442 −50,542 −91.9% Reduced
GENERAL ELECTRIC CO
$646K
0.0%
49,204 −897,377 −94.8% Reduced
INSP INSPIRE MEDICAL SYSTEMS INC
$644K
0.0%
3,113 +3,113 New
VMC VULCAN MATERIALS CO
$637K
0.0%
3,777 −30,763 −89.1% Reduced
META META PLATFORMS INC-CLASS A
$597K
0.0%
2,027 −20,743 −91.1% Reduced
WPC WP CAREY INC
$596K
0.0%
8,417 +8,417 New
RNG RINGCENTRAL INC-CLASS A
$587K
0.0%
1,972 −22,095 −91.8% Reduced
BKR BAKER HUGHES CO
$583K
0.0%
26,977 −4,909 −15.4% Reduced
AYXEUR ALTERYX INC - CLASS A
$579K
0.0%
6,975 −3,418 −32.9% Reduced
VTRS VIATRIS INC
$577K
0.0%
41,332 +41,332 New
GIL GILDAN ACTIVEWEAR INC
$576K
0.0%
18,811 +18,811 New
HST HOST HOTELS & RESORTS INC
$574K
0.0%
34,047 +34,047 New
CNA CNA FINANCIAL CORP
$570K
0.0%
12,776 +12,776 New
TU TELUS CORP
$566K
0.0%
28,436 +15,436 +118.7% Added
SHAK SHAKE SHACK INC - CLASS A
$562K
0.0%
4,987 +4,987 New
IAG IAMGOLD CORP
$559K
0.0%
187,859 +94,117 +100.4% Added
V VISA INC-CLASS A SHARES
$555K
0.0%
2,622 +2,622 New
PAAS PAN AMERICAN SILVER CORP
$537K
0.0%
17,916 +9,952 +125.0% Added
CVE CENOVUS ENERGY INC
$532K
0.0%
70,842 +48,322 +214.6% Added
CBOE CBOE GLOBAL MARKETS INC
$531K
0.0%
5,379 +5,379 New
PVG1EUR PRETIUM RESOURCES INC
$530K
0.0%
51,039 +26,678 +109.5% Added
OMCL OMNICELL INC
$518K
0.0%
3,988 +3,988 New
BBY BEST BUY CO INC
$514K
0.0%
4,475 −5,173 −53.6% Reduced
RNR RENAISSANCERE HOLDINGS LTD
$512K
0.0%
3,194 +3,194 New
AYI ACUITY INC
$504K
0.0%
3,052 −11,160 −78.5% Reduced
SLB SLB LTD
$471K
0.0%
17,328 −28,266 −62.0% Reduced
ALSN ALLISON TRANSMISSION HOLDING
$466K
0.0%
11,424 −24,390 −68.1% Reduced
DOO BRP INC/CA- SUB VOTING
$465K
0.0%
5,367 +1,418 +35.9% Added
SPLKCHF SPLUNK INC
$464K
0.0%
3,426 −42,772 −92.6% Reduced
RBAGBP RITCHIE BROS AUCTIONEERS
$460K
0.0%
7,852 +3,417 +77.0% Added
DISCAUSD DISCOVERY INC - A
$459K
0.0%
10,551 −13,893 −56.8% Reduced
HII HUNTINGTON INGALLS INDUSTRIE
$456K
0.0%
2,216 +2,216 New
EQX EQUINOX GOLD CORP
$447K
0.0%
56,073 +22,175 +65.4% Added
PAYC PAYCOM SOFTWARE INC
$442K
0.0%
1,194 −11,144 −90.3% Reduced
CSGP COSTAR GROUP INC
$435K
0.0%
529 −509 −49.0% Reduced
REG REGENCY CENTERS CORP
$430K
0.0%
7,577 +7,577 New
XRX XEROX HOLDINGS CORP
$422K
0.0%
17,390 −2,555 −12.8% Reduced
JLL JONES LANG LASALLE INC
$420K
0.0%
2,346 +2,346 New
HAIN HAIN CELESTIAL GROUP INC
$410K
0.0%
9,411 +9,411 New
GWW WW GRAINGER INC
$407K
0.0%
1,016 −9,729 −90.5% Reduced
CACC CREDIT ACCEPTANCE CORP
$405K
0.0%
1,123 +1,123 New
VER VEREIT INC
$405K
0.0%
10,479 +10,479 New
NEM NEWMONT CORP
$402K
0.0%
6,670 −200,100 −96.8% Reduced
OHI OMEGA HEALTHCARE INVESTORS
$397K
0.0%
10,846 +10,846 New
NGDN NEW GOLD INC
$396K
0.0%
256,567 +124,562 +94.4% Added
CRWD CROWDSTRIKE HOLDINGS INC - A
$395K
0.0%
2,164 −33,289 −93.9% Reduced
MLM MARTIN MARIETTA MATERIALS
$391K
0.0%
1,163 −18,386 −94.1% Reduced
VNO VORNADO REALTY TRUST
$385K
0.0%
8,485 +8,485 New
KIM KIMCO REALTY CORP
$370K
0.0%
19,718 +19,718 New
NNN NNN REIT INC
$369K
0.0%
8,371 +8,371 New
BB BLACKBERRY LTD
$358K
0.0%
42,672 +2,576 +6.4% Added
FEDERAL RLTY INVT TR
$352K
0.0%
3,474 +3,474 New
CIGI COLLIERS INTL GR-SUBORD VOT
$351K
0.0%
3,571 +3,571 New
KRC KILROY REALTY CORP
$350K
0.0%
5,329 +5,329 New
DAY DAYFORCE INC
$344K
0.0%
4,077 −28,969 −87.7% Reduced
AAPL APPLE INC
$342K
0.0%
2,803 +2,803 New
UNP UNION PACIFIC CORP
$341K
0.0%
1,545 −70,028 −97.8% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$339K
0.0%
5,369 +5,369 New
PYPL PAYPAL HOLDINGS INC
$339K
0.0%
1,394 −20,596 −93.7% Reduced
CSCO CISCO SYSTEMS INC
$329K
0.0%
6,365 −139,819 −95.6% Reduced
CMCSA COMCAST CORP-CLASS A
$324K
0.0%
5,983 +5,983 New
THOMSON REUTERS CORP.
$315K
0.0%
3,592 −9,346 −72.2% Reduced
SRPT SAREPTA THERAPEUTICS INC
$314K
0.0%
4,208 +4,208 New
FICO FAIR ISAAC CORP
$294K
0.0%
604 −6,096 −91.0% Reduced
FCX FREEPORT-MCMORAN INC
$288K
0.0%
8,754 −349,834 −97.6% Reduced
NEU NEWMARKET CORP
$287K
0.0%
755 +755 New
HEALTHCARE TR AMER INC
$285K
0.0%
10,348 +10,348 New
NOV NOV INC
$284K
0.0%
20,705 +20,705 New
FLS FLOWSERVE CORP
$279K
0.0%
7,181 +7,181 New
CHRW C.H. ROBINSON WORLDWIDE INC
$277K
0.0%
2,903 −36,599 −92.7% Reduced
WWEUSD WORLD WRESTLING ENTERTAIN-A
$273K
0.0%
5,027 +5,027 New
PFE PFIZER INC
$271K
0.0%
7,486 +7,486 New
DECK DECKERS OUTDOOR CORP
$269K
0.0%
814 −10,109 −92.5% Reduced
HRB H&R BLOCK INC
$267K
0.0%
12,234 +12,234 New
AMGN AMGEN INC
$261K
0.0%
1,050 −7,150 −87.2% Reduced
RHI ROBERT HALF INC
$260K
0.0%
3,330 −34,944 −91.3% Reduced
DEI DOUGLAS EMMETT INC
$259K
0.0%
8,264 +8,264 New
EHC ENCOMPASS HEALTH CORP
$258K
0.0%
3,153 +3,153 New
HHC* HOWARD HUGHES CORP
$254K
0.0%
2,673 +2,673 New
LAMR LAMAR ADVERTISING CO-A
$252K
0.0%
2,679 −21,634 −89.0% Reduced
MEOH METHANEX CORP
$249K
0.0%
6,762 +6,762 New
VET VERMILION ENERGY INC
$236K
0.0%
32,556 +21,954 +207.1% Added
ZNGA ZYNGA INC - CL A
$236K
0.0%
23,079 −291,335 −92.7% Reduced
SRCUSD SPIRIT REALTY CAPITAL INC
$232K
0.0%
5,455 +5,455 New
FDS FACTSET RESEARCH SYSTEMS INC
$229K
0.0%
743 −7,947 −91.4% Reduced
FCN FTI CONSULTING INC
$225K
0.0%
1,607 +1,607 New
MA MASTERCARD INC - A
$223K
0.0%
626 −6,468 −91.2% Reduced
EOG EOG RESOURCES INC
$221K
0.0%
3,044 −3,361 −52.5% Reduced
NKTREUR NEKTAR THERAPEUTICS
$221K
0.0%
11,063 +11,063 New
NEPTGBP NEPTUNE WELLNESS SOLUTIONS I
$221K
0.0%
167,370 −1,453 −0.9% Reduced
ORCL ORACLE CORP
$219K
0.0%
3,116 −48,701 −94.0% Reduced
SEB SEABOARD CORP
$218K
0.0%
59 +59 New
CSL CARLISLE COS INC
$212K
0.0%
1,289 −12,469 −90.6% Reduced
MSGS MADISON SQUARE GARDEN SPORTS
$212K
0.0%
1,184 +1,184 New
BCBUSD PRIMO WATER CORP
$209K
0.0%
12,813 +1,117 +9.6% Added
SLG2EUR SL GREEN REALTY CORP
$207K
0.0%
2,951 +2,951 New
HUBB HUBBELL INC
$202K
0.0%
1,081 −12,538 −92.1% Reduced
CELH CELSIUS HOLDINGS INC
$200K
0.0%
4,165 +4,165 New
ERFGBP ENERPLUS CORP
$132K
0.0%
26,388 +26,388 New
CHIMERA INVT CORP
$131K
0.0%
10,286 +10,286 New
TAC TRANSALTA CORP
$123K
0.0%
12,947 −40,412 −75.7% Reduced
NG NOVAGOLD RESOURCES INC
$100K
0.0%
11,496 +11,496 New
TWO HBRS INVT CORP
$89K
0.0%
12,140 +12,140 New
BSTIN BEST INC - ADR
$56K
0.0%
29,909 −264,121 −89.8% Reduced

Sold positions

197 closed in Q1 2021 · shares & value as of prior filing
Holding Shares sold Prior value
NOW SERVICENOW INC
24,417 $13.4M
ADBE ADOBE INC
22,302 $11.2M
SCCO SOUTHERN COPPER CORP
170,905 $11.1M
NVDA NVIDIA CORP
18,107 $9.5M
APD AIR PRODUCTS & CHEMICALS INC
33,207 $9.1M
AIY ACTIVISION BLIZZARD INC
93,185 $8.7M
ADSK AUTODESK INC
27,818 $8.5M
DE DEERE & CO
31,479 $8.5M
AMAT APPLIED MATERIALS INC
94,726 $8.2M
LRCXEUR LAM RESEARCH CORP
16,853 $8.0M
QCOM QUALCOMM INC
51,180 $7.8M
FDX FEDEX CORP
27,541 $7.2M
FAST FASTENAL CO
145,157 $7.1M
MU MICRON TECHNOLOGY INC
91,214 $6.9M
ITW ILLINOIS TOOL WORKS
33,451 $6.8M
VMW* VMWARE INC-CLASS A
48,452 $6.8M
FTV FORTIVE CORP
90,630 $6.4M
CAT CATERPILLAR INC
35,021 $6.4M
EA* ELECTRONIC ARTS INC
42,686 $6.1M
TXN TEXAS INSTRUMENTS INC
35,511 $5.8M
SPGI S&P GLOBAL INC
17,000 $5.6M
EMR EMERSON ELECTRIC CO
69,086 $5.6M
ADI ANALOG DEVICES INC
36,089 $5.3M
LINDE PLC
20,149 $5.3M
ZS ZSCALER INC
26,098 $5.2M
APH AMPHENOL CORP-CL A
37,198 $4.9M
TEL1USD TE CONNECTIVITY LTD
39,960 $4.8M
CDNS CADENCE DESIGN SYS INC
34,299 $4.7M
A AGILENT TECHNOLOGIES INC
38,099 $4.5M
IP INTERNATIONAL PAPER CO
89,195 $4.4M
ZEN1EUR ZENDESK INC
30,719 $4.4M
AMD ADVANCED MICRO DEVICES
45,706 $4.2M
KLAC KLA CORP
16,008 $4.1M
PH PARKER HANNIFIN CORP
14,671 $4.0M
DDOG DATADOG INC - CLASS A
40,072 $3.9M
AKX ANSYS INC
10,557 $3.8M
LYB LYONDELLBASELL INDU-CL A
41,083 $3.8M
BALL BALL CORP
40,207 $3.7M
CMI CUMMINS INC
16,495 $3.7M
HUBS HUBSPOT INC
9,442 $3.7M
GLW CORNING INC
100,901 $3.6M
MCHP MICROCHIP TECHNOLOGY INC
26,254 $3.6M
NUE NUCOR CORP
67,191 $3.6M
MSI MOTOROLA SOLUTIONS INC
20,830 $3.5M
PKG PACKAGING CORP OF AMERICA
25,359 $3.5M
PWR QUANTA SERVICES INC
47,479 $3.4M
KEYS KEYSIGHT TECHNOLOGIES IN
25,231 $3.3M
PCAR PACCAR INC
36,741 $3.2M
GRMN GARMIN LTD
25,434 $3.0M
FTNT FORTINET INC
19,957 $3.0M
ROK ROCKWELL AUTOMATION INC
11,786 $3.0M
DOW DOW INC
52,305 $2.9M
ETN EATON CORP PLC
23,913 $2.9M
AME AMETEK INC
23,417 $2.8M
NYT NEW YORK TIMES CO-A
54,114 $2.8M
ABBV ABBVIE INC
25,294 $2.7M
ACM AECOM
53,325 $2.7M
MIDD MIDDLEBY CORP
20,344 $2.6M
SWKS SKYWORKS SOLUTIONS INC
16,793 $2.6M
OTIS OTIS WORLDWIDE CORP
37,501 $2.5M
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
6,554 $2.5M
DELL DELL TECHNOLOGIES -C
33,660 $2.5M
ZM ZOOM COMMUNICATIONS INC
7,233 $2.4M
GWRE GUIDEWIRE SOFTWARE INC
18,910 $2.4M
KSUEUR KANSAS CITY SOUTHERN
11,527 $2.4M
UI UBIQUITI INC
8,446 $2.4M
PNR PENTAIR PLC
43,158 $2.3M
PENN PENN ENTERTAINMENT INC
25,953 $2.2M
FSLR FIRST SOLAR INC
22,537 $2.2M
TTC TORO CO
23,359 $2.2M
SWK STANLEY BLACK & DECKER INC
12,151 $2.2M
QRVO QORVO INC
12,886 $2.1M
MGM MGM RESORTS INTERNATIONAL
67,898 $2.1M
NWL NEWELL BRANDS INC
97,131 $2.1M
TRMB TRIMBLE INC
30,766 $2.1M
WLK WESTLAKE CORP
24,993 $2.0M
HOG HARLEY-DAVIDSON INC
55,121 $2.0M
EXPD EXPEDITORS INTL WASH INC
20,809 $2.0M
TER TERADYNE INC
16,486 $2.0M
CTXSEUR CITRIX SYSTEMS INC
15,123 $2.0M
NTAP NETAPP INC
29,065 $1.9M
SINA SINA CORP
45,058 $1.9M
OSK OSHKOSH CORP
21,813 $1.9M
SNA SNAP-ON INC
10,942 $1.9M
XYL XYLEM INC
18,152 $1.8M
FMC FMC CORP
15,968 $1.8M
DOV DOVER CORP
14,474 $1.8M
RS RELIANCE INC
14,741 $1.8M
IPGP IPG PHOTONICS CORP
7,795 $1.7M
JECUSD JACOBS ENGINEERING GROUP INC
15,954 $1.7M
HPE HEWLETT PACKARD ENTERPRISE
146,261 $1.7M
CGNX COGNEX CORP
21,474 $1.7M
PTC PTC INC
14,279 $1.7M
CDK CDK GLOBAL INC
31,363 $1.6M
MPWR MONOLITHIC POWER SYSTEMS INC
4,430 $1.6M
OXY OCCIDENTAL PETROLEUM CORP
91,682 $1.6M
NET CLOUDFLARE INC - CLASS A
20,619 $1.6M
FFIV F5 INC
8,782 $1.5M
AA ALCOA CORP
66,454 $1.5M
IEX IDEX CORP
7,652 $1.5M
SON SONOCO PRODUCTS CO
24,353 $1.4M
PLANUSD ANAPLAN INC
20,033 $1.4M
ON ON SEMICONDUCTOR
43,354 $1.4M
WAB WABTEC CORP
19,148 $1.4M
QURATE RETAIL INC
125,192 $1.4M
TXT TEXTRON INC
28,139 $1.4M
FEYECHF MANDIANT INC
57,750 $1.3M
OLED UNIVERSAL DISPLAY CORP
5,790 $1.3M
0VVB PARAMOUNT GLOBAL-CLASS B
35,726 $1.3M
NWSA NEWS CORP - CLASS A
72,621 $1.3M
FLEX FLEX LTD
71,803 $1.3M
CR1USD CRANE CO
16,433 $1.3M
EMN EASTMAN CHEMICAL CO
12,232 $1.2M
IR INGERSOLL-RAND INC
26,662 $1.2M
ST SENSATA TECHNOLOGIES HOLDPLC
22,952 $1.2M
GGG GRACO INC
16,430 $1.2M
MANH MANHATTAN ASSOCIATES INC
11,303 $1.2M
NDSN NORDSON CORP
5,809 $1.2M
MSM MSC INDUSTRIAL DIRECT CO-A
13,726 $1.2M
STLD STEEL DYNAMICS INC
30,688 $1.1M
CREE INC
10,508 $1.1M
WRKUSD WESTROCK CO
25,495 $1.1M
ENTG ENTEGRIS INC
11,413 $1.1M
JWNUSD NORDSTROM INC
35,043 $1.1M
LBTYAUSD LIBERTY GLOBAL PLC-A
44,914 $1.1M
WYNN WYNN RESORTS LTD
9,578 $1.1M
ATR APTARGROUP INC
7,412 $1.0M
DT DYNATRACE INC
23,398 $1.0M
TWTR TWITTER INC
18,587 $1.0M
WSO WATSCO INC
4,398 $996K
TKR TIMKEN CO
12,643 $978K
BKNG BOOKING HOLDINGS INC
438 $976K
H HYATT HOTELS CORP - CL A
13,066 $970K
JNPR* JUNIPER NETWORKS INC
42,550 $958K
KBR KBR INC
30,971 $958K
DISH DISH NETWORK CORP-A
29,523 $955K
BYD BOYD GAMING CORP
20,606 $884K
SEALED AIR CORP NEW
19,066 $873K
NKE NIKE INC -CL B
6,143 $869K
AMKR AMKOR TECHNOLOGY INC
57,098 $861K
TGNA TEGNA INC
60,681 $846K
PBCTEUR PEOPLE'S UNITED FINANCIAL
64,394 $833K
CMC COMMERCIAL METALS CO
40,329 $828K
VSH VISHAY INTERTECHNOLOGY INC
39,692 $822K
SEDG SOLAREDGE TECHNOLOGIES INC
2,534 $809K
VIAV VIAVI SOLUTIONS INC
52,337 $784K
TEX TEREX CORP
22,307 $778K
CHH CHOICE HOTELS INTL INC
7,264 $775K
ALK ALASKA AIR GROUP INC
14,672 $763K
AGCO AGCO CORP
7,259 $748K
CTSH COGNIZANT TECH SOLUTIONS-A
8,875 $727K
GNRC GENERAC HOLDINGS INC
3,192 $726K
DCI DONALDSON CO INC
12,754 $713K
AVLRUSD AVALARA INC
4,274 $705K
LECO LINCOLN ELECTRIC HOLDINGS
6,031 $701K
RPRX ROYALTY PHARMA PLC- CL A
13,535 $677K
BWXT BWX TECHNOLOGIES INC
11,095 $669K
MIC2EUR MACQUARIE INFRASTRUCTURE HOL
17,719 $665K
MLKN MILLERKNOLL INC
19,383 $655K
WOR WORTHINGTON ENTERPRISES INC
12,615 $648K
SKAA SKECHERS USA INC-CL A
16,749 $602K
MATX MATSON INC
10,235 $583K
INTU INTUIT INC
1,528 $580K
XLNXEUR XILINX INC
4,036 $572K
UFS DOMTAR CORP
17,796 $563K
ENPH ENPHASE ENERGY INC
3,108 $545K
MAN MANPOWERGROUP INC
5,997 $541K
MMM 3M CO
3,094 $541K
RMBS RAMBUS INC
30,034 $524K
XPO XPO INC
4,397 $524K
VAREUR VARIAN MEDICAL SYSTEMS INC
2,953 $517K
CC CHEMOURS CO
20,277 $503K
ATI ATI INC
29,885 $501K
ODP1 ODP CORP
17,033 $499K
NATIONAL INSTRS CORP
11,309 $497K
TDG TRANSDIGM GROUP INC
777 $481K
GEF GREIF INC-CL A
9,552 $448K
PCTY PAYLOCITY HOLDING CORP
2,170 $447K
ARW ARROW ELECTRONICS INC
4,541 $442K
COLFAX CORP
11,525 $441K
GJB STEELCASE INC-CL A
31,572 $428K
STAYUSD EXTENDED STAY AMERICA INC
26,668 $395K
JAZZ JAZZ PHARMACEUTICALS PLC
2,255 $372K
WYNEUR WYNDHAM DESTINATIONS INC
7,920 $355K
DLX DELUXE CORP
12,081 $353K
COHREUR COHERENT INC
2,348 $352K
TTWO TAKE-TWO INTERACTIVE SOFTWRE
1,683 $350K
GHC GRAHAM HOLDINGS CO-CLASS B
640 $341K
NRG NRG ENERGY INC
7,309 $274K
ZTS ZOETIS INC
1,559 $258K
MXIM MAXIM INTEGRATED PRODUCTS
2,897 $257K
HBM HUDBAY MINERALS INC
36,422 $255K
SGENUSD SEAGEN INC
1,449 $254K
VISN VISTANCE NETWORKS INC
18,134 $243K
EXPE EXPEDIA GROUP INC
1,822 $241K
ZG ZILLOW GROUP INC - A
1,760 $239K
ILMN ILLUMINA INC
574 $212K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.