whalepapers
Overview/ Bridgewater Associates, LP/ Q1 2025

Bridgewater Associates, LP

CIK 0001350694 · As of Q1 2025 · filed May 14, 2025

Q1 2025

Holdings

664 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$1.87B
8.7%
3,342,242 −4,889,807 −59.4% Reduced
IVV ISHARES CORE S&P 500 ETF
$1.22B
5.7%
2,175,206 +135,863 +6.7% Added
IEMG ISHARES CORE MSCI EMERGING
$1.02B
4.7%
18,957,258 +1,298,049 +7.4% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$748.5M
3.5%
5,660,258 +5,405,235 +2119.5% Added
GOOGL ALPHABET INC-CL A
$470.5M
2.2%
3,042,327 −578,981 −16.0% Reduced
GLD SPDR GOLD SHARES
$318.8M
1.5%
1,106,395 +1,106,395 New
BKNG BOOKING HOLDINGS INC
$309.0M
1.4%
67,067 +35,458 +112.2% Added
NVDA NVIDIA CORP
$308.0M
1.4%
2,841,980 −655,382 −18.7% Reduced
MSFT MICROSOFT CORP
$303.9M
1.4%
809,435 +142,399 +21.3% Added
CRM SALESFORCE INC
$279.6M
1.3%
1,041,892 +539,465 +107.4% Added
FISV FISERV INC
$256.9M
1.2%
1,163,348 +513,447 +79.0% Added
AMZN AMAZON.COM INC
$251.8M
1.2%
1,323,473 +403,687 +43.9% Added
META META PLATFORMS INC-CLASS A
$245.3M
1.1%
425,614 −195,474 −31.5% Reduced
WFC WELLS FARGO & CO
$245.3M
1.1%
3,416,439 +1,482,239 +76.6% Added
V VISA INC-CLASS A SHARES
$244.0M
1.1%
696,101 +84,097 +13.7% Added
PYPL PAYPAL HOLDINGS INC
$234.6M
1.1%
3,595,333 +1,236,925 +52.4% Added
ADBE ADOBE INC
$223.7M
1.0%
583,311 +347,555 +147.4% Added
AMD ADVANCED MICRO DEVICES
$222.3M
1.0%
2,164,088 +366,433 +20.4% Added
AAPL APPLE INC
$208.9M
1.0%
940,419 +323,216 +52.4% Added
PDD PDD HOLDINGS INC
$206.3M
1.0%
1,742,717 +495,819 +39.8% Added
MO ALTRIA GROUP INC
$198.9M
0.9%
3,313,961 +638,614 +23.9% Added
BIDU BAIDU INC - SPON ADR
$191.1M
0.9%
2,076,305 +1,879,715 +956.2% Added
VST VISTRA CORP
$191.0M
0.9%
1,626,251 −147,248 −8.3% Reduced
FTNT FORTINET INC
$190.5M
0.9%
1,978,560 +1,044,866 +111.9% Added
CEG CONSTELLATION ENERGY
$189.9M
0.9%
941,659 −4,585 −0.5% Reduced
GEV GE VERNOVA INC
$189.5M
0.9%
620,763 +379,543 +157.3% Added
CMCSA COMCAST CORP-CLASS A
$187.7M
0.9%
5,087,842 +2,088,264 +69.6% Added
NOW SERVICENOW INC
$187.0M
0.9%
234,932 +178,538 +316.6% Added
CI THE CIGNA GROUP
$178.0M
0.8%
541,182 −38,300 −6.6% Reduced
QCOM QUALCOMM INC
$167.4M
0.8%
1,090,077 +189,448 +21.0% Added
AVGO BROADCOM INC
$156.8M
0.7%
936,752 +279,462 +42.5% Added
EXPE EXPEDIA GROUP INC
$150.9M
0.7%
897,803 +43,541 +5.1% Added
HCA HCA HEALTHCARE INC
$148.1M
0.7%
428,726 −41,827 −8.9% Reduced
PANW PALO ALTO NETWORKS INC
$144.7M
0.7%
848,233 +845,118 +27130.6% Added
MET METLIFE INC
$143.6M
0.7%
1,788,603 +590,573 +49.3% Added
C CITIGROUP INC
$142.8M
0.7%
2,011,758 +443,406 +28.3% Added
BMY BRISTOL-MYERS SQUIBB CO
$142.8M
0.7%
2,341,238 +280,162 +13.6% Added
LRCX LAM RESEARCH CORP
$142.5M
0.7%
1,960,237 −573,162 −22.6% Reduced
DASH DOORDASH INC - A
$136.5M
0.6%
746,750 +669,017 +860.7% Added
MBB ISHARES MBS ETF
$135.8M
0.6%
1,447,600 +12,900 +0.9% Added
BTI BRITISH AMERICAN TOB-SP ADR
$133.8M
0.6%
3,234,156 +552,777 +20.6% Added
GPN GLOBAL PAYMENTS INC
$119.0M
0.6%
1,215,131 +322,173 +36.1% Added
JD JD.COM INC-ADR
$114.6M
0.5%
2,786,833 +2,786,833 New
PINS PINTEREST INC- CLASS A
$112.5M
0.5%
3,627,846 +83,443 +2.4% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$111.3M
0.5%
1,024,100 +29,900 +3.0% Added
MA MASTERCARD INC - A
$110.2M
0.5%
201,078 +153,091 +319.0% Added
XYZ BLOCK INC
$108.2M
0.5%
1,991,031 +761,025 +61.9% Added
PHM PULTEGROUP INC
$108.0M
0.5%
1,050,725 +267,144 +34.1% Added
UAL UNITED AIRLINES HOLDINGS INC
$105.7M
0.5%
1,531,302 +1,531,302 New
MCK MCKESSON CORP
$105.1M
0.5%
156,212 −173,151 −52.6% Reduced
MFC MANULIFE FINANCIAL CORP
$99.6M
0.5%
3,195,751 +1,241,757 +63.5% Added
VWO VANGUARD FTSE EMERGING MARKE
$98.4M
0.5%
2,173,213 −46,973 −2.1% Reduced
ALL ALLSTATE CORP
$92.6M
0.4%
446,961 +65,454 +17.2% Added
EBAY EBAY INC
$90.2M
0.4%
1,332,447 −448,290 −25.2% Reduced
BNY BANK OF NEW YORK MELLON CORP
$87.8M
0.4%
1,047,205 +56,886 +5.7% Added
CB CHUBB LTD
$82.3M
0.4%
272,434 +272,434 New
EWY ISHARES MSCI SOUTH KOREA ETF
$81.3M
0.4%
1,504,232 −1,650,485 −52.3% Reduced
EME EMCOR GROUP INC
$81.2M
0.4%
219,663 +154,981 +239.6% Added
ORCL ORACLE CORP
$81.1M
0.4%
579,931 +491,447 +555.4% Added
CVX CHEVRON CORP
$80.8M
0.4%
483,055 +476,199 +6945.7% Added
CHTR CHARTER COMMUNICATIONS INC-A
$79.1M
0.4%
214,545 +154,748 +258.8% Added
T AT&T INC
$78.6M
0.4%
2,780,614 −3,697,494 −57.1% Reduced
CSGP COSTAR GROUP INC
$78.1M
0.4%
985,993 +106,078 +12.1% Added
SHEL SHELL PLC-ADR
$77.0M
0.4%
1,051,152 +220,152 +26.5% Added
HIG HARTFORD INSURANCE GROUP INC
$76.0M
0.4%
614,430 +267,875 +77.3% Added
CNC CENTENE CORP
$73.5M
0.3%
1,210,586 −11,443 −0.9% Reduced
SPGI S&P GLOBAL INC
$73.4M
0.3%
144,481 +49,281 +51.8% Added
LPLA LPL FINANCIAL HOLDINGS INC
$72.9M
0.3%
222,873 +157,989 +243.5% Added
NEM NEWMONT CORP
$70.8M
0.3%
1,465,489 +59,601 +4.2% Added
PRU PRUDENTIAL FINANCIAL INC
$70.4M
0.3%
630,106 +241,757 +62.3% Added
DAL DELTA AIR LINES INC
$69.9M
0.3%
1,602,890 +1,602,890 New
STT STATE STREET CORP
$67.7M
0.3%
755,692 +155,259 +25.9% Added
SE SEA LTD-ADR
$66.0M
0.3%
505,714 −91,325 −15.3% Reduced
VRT VERTIV HOLDINGS CO-A
$65.7M
0.3%
910,356 +706,726 +347.1% Added
ANET ARISTA NETWORKS INC
$65.4M
0.3%
843,502 +170,448 +25.3% Added
UHS UNIVERSAL HEALTH SERVICES-B
$62.5M
0.3%
332,658 +10,495 +3.3% Added
NRG NRG ENERGY INC
$62.4M
0.3%
654,193 −531,172 −44.8% Reduced
TPR TAPESTRY INC
$60.6M
0.3%
860,501 −6,888 −0.8% Reduced
UTHR UNITED THERAPEUTICS CORP
$59.7M
0.3%
193,784 +86,054 +79.9% Added
STLD STEEL DYNAMICS INC
$59.3M
0.3%
474,024 +238,610 +101.4% Added
CTRA COTERRA ENERGY INC
$57.1M
0.3%
1,975,765 −40,637 −2.0% Reduced
GILD GILEAD SCIENCES INC
$56.4M
0.3%
502,953 +42,017 +9.1% Added
TCOM TRIP.COM GROUP LTD-ADR
$56.1M
0.3%
881,804 +297,654 +51.0% Added
AEM AGNICO EAGLE MINES LTD
$53.1M
0.2%
489,998 +74,722 +18.0% Added
GS GOLDMAN SACHS GROUP INC
$51.9M
0.2%
95,072 +95,072 New
FOXA FOX CORP - CLASS A
$51.1M
0.2%
903,288 +474,058 +110.4% Added
AZNN ASTRAZENECA PLC-SPONS ADR
$50.8M
0.2%
691,100 +17,639 +2.6% Added
WDAY WORKDAY INC-CLASS A
$50.3M
0.2%
215,467 +117,306 +119.5% Added
CLS CELESTICA INC
$50.1M
0.2%
636,123 +243,733 +62.1% Added
TRV TRAVELERS COS INC
$49.6M
0.2%
187,484 +95,034 +102.8% Added
JNJ JOHNSON & JOHNSON
$49.3M
0.2%
297,288 −240,649 −44.7% Reduced
AMP AMERIPRISE FINANCIAL INC
$49.0M
0.2%
101,188 +45,183 +80.7% Added
MRK MERCK & CO. INC.
$48.0M
0.2%
534,866 −904,564 −62.8% Reduced
Z ZILLOW GROUP INC - C
$47.5M
0.2%
692,617 −31,915 −4.4% Reduced
CCJ CAMECO CORP
$47.2M
0.2%
1,147,175 +204,010 +21.6% Added
GSK GSK PLC-SPON ADR
$46.6M
0.2%
1,203,095 −1,044,596 −46.5% Reduced
CPAY CORPAY INC
$46.0M
0.2%
131,847 −8,445 −6.0% Reduced
WTW WILLIS TOWERS WATSON PLC
$46.0M
0.2%
135,994 −54,729 −28.7% Reduced
GE GENERAL ELECTRIC
$43.8M
0.2%
218,838 −4,005 −1.8% Reduced
DECK DECKERS OUTDOOR CORP
$43.6M
0.2%
390,252 +256,046 +190.8% Added
SU SUNCOR ENERGY INC
$43.5M
0.2%
1,123,184 +388,474 +52.9% Added
UBER UBER TECHNOLOGIES INC
$43.1M
0.2%
591,582 −20,726 −3.4% Reduced
UNM UNUM GROUP
$42.5M
0.2%
522,259 +182,628 +53.8% Added
EOG EOG RESOURCES INC
$42.2M
0.2%
328,957 +134,816 +69.4% Added
MTCH MATCH GROUP INC
$42.0M
0.2%
1,345,534 +708,536 +111.2% Added
PFE PFIZER INC
$41.9M
0.2%
1,653,544 +1,379,705 +503.8% Added
VRSN VERISIGN INC
$41.3M
0.2%
162,570 −4,516 −2.7% Reduced
FIX COMFORT SYSTEMS USA INC
$41.1M
0.2%
127,479 +26,546 +26.3% Added
PFG PRINCIPAL FINANCIAL GROUP
$38.3M
0.2%
454,436 +200,684 +79.1% Added
INCY INCYTE CORP
$38.0M
0.2%
627,731 −44,046 −6.6% Reduced
RIO RIO TINTO PLC-SPON ADR
$37.9M
0.2%
630,873 +136,126 +27.5% Added
BLDR BUILDERS FIRSTSOURCE INC
$37.2M
0.2%
297,758 +297,758 New
SNPS SYNOPSYS INC
$36.6M
0.2%
85,396 +51,160 +149.4% Added
KR KROGER CO
$36.5M
0.2%
539,696 +302,126 +127.2% Added
ELV ELEVANCE HEALTH INC
$36.3M
0.2%
83,341 −70,557 −45.8% Reduced
BP BP PLC-SPONS ADR
$35.9M
0.2%
1,063,411 −212,624 −16.7% Reduced
G GENPACT LTD
$35.4M
0.2%
701,899 +439,299 +167.3% Added
NTNX NUTANIX INC - A
$34.9M
0.2%
500,480 +277,783 +124.7% Added
DVA DAVITA INC
$34.9M
0.2%
228,272 −11,698 −4.9% Reduced
EG EVEREST GROUP LTD
$34.1M
0.2%
93,772 +49,574 +112.2% Added
ALK ALASKA AIR GROUP INC
$33.8M
0.2%
687,449 +687,449 New
OMC OMNICOM GROUP
$33.6M
0.2%
404,945 +175,396 +76.4% Added
SYF SYNCHRONY FINANCIAL
$33.4M
0.2%
630,839 +44,161 +7.5% Added
GEN GEN DIGITAL INC
$32.4M
0.2%
1,219,316 +915,068 +300.8% Added
PG PROCTER & GAMBLE CO
$31.5M
0.1%
184,716 −254,890 −58.0% Reduced
COST COSTCO WHOLESALE CORP
$31.3M
0.1%
33,146 −47,248 −58.8% Reduced
TXNM TXNM ENERGY INC
$31.3M
0.1%
585,026 +256,572 +78.1% Added
JAZZ JAZZ PHARMACEUTICALS PLC
$31.2M
0.1%
250,947 +58,912 +30.7% Added
TOST TOAST INC-CLASS A
$30.9M
0.1%
931,563 −1,436,346 −60.7% Reduced
COF CAPITAL ONE FINANCIAL CORP
$30.2M
0.1%
168,652 +16,831 +11.1% Added
GRAB GRAB HOLDINGS LTD - CL A
$30.1M
0.1%
6,642,723 +5,097,364 +329.8% Added
BN BROOKFIELD CORP
$29.9M
0.1%
571,795 +88,922 +18.4% Added
LNTH LANTHEUS HOLDINGS INC
$29.6M
0.1%
303,152 +193,474 +176.4% Added
TOL TOLL BROTHERS INC
$29.3M
0.1%
277,824 −149,345 −35.0% Reduced
TRGP TARGA RESOURCES CORP
$28.8M
0.1%
143,826 +112,334 +356.7% Added
HRB H&R BLOCK INC
$28.8M
0.1%
524,443 +83,967 +19.1% Added
GDDY GODADDY INC - CLASS A
$28.7M
0.1%
159,286 −53,816 −25.3% Reduced
LUV SOUTHWEST AIRLINES CO
$28.6M
0.1%
853,062 +853,062 New
WMT WALMART INC
$28.5M
0.1%
325,053 −454,434 −58.3% Reduced
NFLX NETFLIX INC
$28.4M
0.1%
30,508 +30,508 New
DT DYNATRACE INC
$28.2M
0.1%
599,140 +327,263 +120.4% Added
CP CANADIAN PACIFIC KANSAS CITY
$28.2M
0.1%
401,228 +34,918 +9.5% Added
MCHI ISHARES MSCI CHINA ETF
$27.8M
0.1%
511,947 −210,535 −29.1% Reduced
CNI CANADIAN NATL RAILWAY CO
$27.6M
0.1%
283,460 +26,716 +10.4% Added
THC TENET HEALTHCARE CORP
$26.9M
0.1%
199,976 −207,218 −50.9% Reduced
RMD RESMED INC
$26.7M
0.1%
119,331 +32,060 +36.7% Added
SPOT SPOTIFY TECHNOLOGY SA
$26.2M
0.1%
47,591 +47,591 New
CRS CARPENTER TECHNOLOGY
$26.0M
0.1%
143,250 +143,250 New
ABX BARRICK GOLD CORP
$25.9M
0.1%
1,334,529 −496,929 −27.1% Reduced
ONTO ONTO INNOVATION INC
$25.7M
0.1%
211,694 +174,028 +462.0% Added
CSL CARLISLE COS INC
$25.6M
0.1%
75,082 +20,558 +37.7% Added
DTM DT MIDSTREAM INC
$25.5M
0.1%
263,962 −30,304 −10.3% Reduced
EXMOC EXXON MOBIL CORP
$25.3M
0.1%
212,864 −263,617 −55.3% Reduced
FXI ISHARES CHINA LARGE-CAP ETF
$24.8M
0.1%
691,242 −390,646 −36.1% Reduced
ASML ASML HOLDING NV-NY REG SHS
$24.5M
0.1%
37,023 +22,914 +162.4% Added
PATH UIPATH INC - CLASS A
$24.1M
0.1%
2,339,334 +1,192,280 +103.9% Added
ACGL ARCH CAPITAL GROUP LTD
$24.0M
0.1%
249,182 +71,148 +40.0% Added
ZTS ZOETIS INC
$23.7M
0.1%
144,034 +45,642 +46.4% Added
GFI GOLD FIELDS LTD-SPONS ADR
$23.7M
0.1%
1,072,064 +256,951 +31.5% Added
YUMC YUM CHINA HOLDINGS INC
$23.6M
0.1%
453,156 +128,201 +39.5% Added
FTI TECHNIPFMC PLC
$23.5M
0.1%
742,160 +462,492 +165.4% Added
DHI DR HORTON INC
$23.5M
0.1%
184,954 +180,173 +3768.5% Added
SLF SUN LIFE FINANCIAL INC
$23.0M
0.1%
402,095 +243,293 +153.2% Added
AU ANGLOGOLD ASHANTI PLC
$23.0M
0.1%
619,079 +222,103 +55.9% Added
DOX AMDOCS LTD
$23.0M
0.1%
251,118 +9,627 +4.0% Added
HIMS HIMS & HERS HEALTH INC
$22.1M
0.1%
746,925 +735,345 +6350.1% Added
CROX CROCS INC
$22.0M
0.1%
207,577 −3,534 −1.7% Reduced
ABBV ABBVIE INC
$22.0M
0.1%
104,952 −181,411 −63.4% Reduced
DUOL DUOLINGO
$21.8M
0.1%
70,357 +39,744 +129.8% Added
CSX CSX CORP
$21.6M
0.1%
734,910 +418,066 +131.9% Added
HOOD ROBINHOOD MARKETS INC - A
$21.5M
0.1%
516,823 −1,950,526 −79.1% Reduced
TRI4EUR THOMSON REUTERS CORP
$21.5M
0.1%
124,453 +48,812 +64.5% Added
AXS AXIS CAPITAL HOLDINGS LTD
$21.3M
0.1%
212,286 +94,586 +80.4% Added
BAH BOOZ ALLEN HAMILTON HOLDINGS
$21.2M
0.1%
202,381 +133,099 +192.1% Added
FANG DIAMONDBACK ENERGY INC
$21.1M
0.1%
132,092 +132,092 New
CVS CVS HEALTH CORP
$21.0M
0.1%
309,849 +148,345 +91.9% Added
OVV OVINTIV INC
$20.9M
0.1%
488,113 +196,472 +67.4% Added
SNX TD SYNNEX CORP
$20.8M
0.1%
200,384 +16,633 +9.1% Added
KO COCA-COLA CO
$20.7M
0.1%
288,762 −413,525 −58.9% Reduced
PCG P G & E CORP
$20.6M
0.1%
1,198,377 +456,766 +61.6% Added
BWA BORGWARNER INC
$20.5M
0.1%
716,439 +119,315 +20.0% Added
JPM JPMORGAN CHASE & CO
$20.2M
0.1%
82,467 +82,467 New
GNTX GENTEX CORP
$20.2M
0.1%
867,544 +663,413 +325.0% Added
KLAC KLA CORP
$20.2M
0.1%
29,666 −86,175 −74.4% Reduced
LDOS LEIDOS HOLDINGS INC
$19.9M
0.1%
147,561 −38,911 −20.9% Reduced
TMHC* TAYLOR MORRISON HOME CORP
$19.7M
0.1%
328,867 +250,743 +321.0% Added
KGC KINROSS GOLD CORP
$19.4M
0.1%
1,543,503 +473,131 +44.2% Added
URA GLOBAL X URANIUM ETF
$19.2M
0.1%
836,213 +168,252 +25.2% Added
TRU TRANSUNION
$19.0M
0.1%
228,864 +19,075 +9.1% Added
FIS FIDELITY NATIONAL INFO SERV
$18.7M
0.1%
249,789 −39,266 −13.6% Reduced
BEKE KE HOLDINGS INC-ADR
$17.7M
0.1%
881,219 +257,742 +41.3% Added
TEL TE CONNECTIVITY PLC
$17.5M
0.1%
124,081 +39,387 +46.5% Added
TWLO TWILIO INC - A
$17.2M
0.1%
176,025 +33,136 +23.2% Added
RGA REINSURANCE GROUP OF AMERICA
$17.2M
0.1%
87,275 +69,192 +382.6% Added
LNC LINCOLN NATIONAL CORP
$17.0M
0.1%
473,633 +92,671 +24.3% Added
CVSA COVISTA INC
$17.0M
0.1%
168,814 +101,707 +151.6% Added
MCD MCDONALD'S CORP
$16.8M
0.1%
53,916 −75,418 −58.3% Reduced
ATI ATI INC
$16.5M
0.1%
318,044 +241,312 +314.5% Added
RJF RAYMOND JAMES FINANCIAL INC
$16.4M
0.1%
118,153 +118,153 New
BHF BRIGHTHOUSE FINANCIAL INC
$16.4M
0.1%
282,616 +73,093 +34.9% Added
SJM JM SMUCKER CO
$16.1M
0.1%
135,949 +65,875 +94.0% Added
AA ALCOA CORP
$16.0M
0.1%
523,001 +523,001 New
FE FIRSTENERGY CORP
$15.9M
0.1%
393,087 +8,560 +2.2% Added
RYAAY RYANAIR HOLDINGS PLC-SP ADR
$15.9M
0.1%
374,467 +374,467 New
SNA SNAP-ON INC
$15.8M
0.1%
47,013 +41,198 +708.5% Added
CACI CACI INTERNATIONAL INC -CL A
$15.6M
0.1%
42,642 +42,642 New
CSCO CISCO SYSTEMS INC
$15.5M
0.1%
251,823 +241,633 +2371.3% Added
PM PHILIP MORRIS INTERNATIONAL
$15.4M
0.1%
97,248 −256,197 −72.5% Reduced
PEP PEPSICO INC
$15.3M
0.1%
102,063 −145,475 −58.8% Reduced
DKNG DRAFTKINGS INC-CL A
$15.3M
0.1%
460,319 +460,319 New
MDT MEDTRONIC PLC
$15.2M
0.1%
169,596 −341,753 −66.8% Reduced
EEFT EURONET WORLDWIDE INC
$15.2M
0.1%
142,012 +85,729 +152.3% Added
AN AUTONATION INC
$15.2M
0.1%
93,585 +3,212 +3.6% Added
FLEX FLEX LTD
$15.1M
0.1%
456,120 +184,282 +67.8% Added
BKR BAKER HUGHES CO
$14.9M
0.1%
340,111 −10,310 −2.9% Reduced
ARW ARROW ELECTRONICS INC
$14.7M
0.1%
141,696 −32,802 −18.8% Reduced
DBX DROPBOX INC-CLASS A
$14.5M
0.1%
541,430 −440,484 −44.9% Reduced
GPOR GULFPORT ENERGY CORP
$14.5M
0.1%
78,509 −7,877 −9.1% Reduced
DVN DEVON ENERGY CORP
$14.4M
0.1%
385,668 +84,879 +28.2% Added
ALLE ALLEGION PLC
$14.3M
0.1%
109,760 +109,760 New
ALSN ALLISON TRANSMISSION HOLDING
$14.1M
0.1%
147,855 +46,560 +46.0% Added
AMG AFFILIATED MANAGERS GROUP
$13.6M
0.1%
81,114 +11,229 +16.1% Added
NUE NUCOR CORP
$13.6M
0.1%
112,647 +112,647 New
VOYA VOYA FINANCIAL INC
$13.5M
0.1%
199,392 +44,308 +28.6% Added
REGN REGENERON PHARMACEUTICALS
$13.3M
0.1%
20,991 +20,702 +7163.3% Added
TD TORONTO-DOMINION BANK
$13.2M
0.1%
220,560 +9,977 +4.7% Added
HMY HARMONY GOLD MNG-SPON ADR
$13.2M
0.1%
892,303 +197,994 +28.5% Added
FRSH FRESHWORKS INC-CL A
$13.1M
0.1%
927,872 +927,872 New
RELY REMITLY GLOBAL INC
$13.1M
0.1%
627,960 +585,974 +1395.6% Added
WSC WILLSCOT HOLDINGS CORP
$12.7M
0.1%
455,278 +455,278 New
AGI ALAMOS GOLD INC-CLASS A
$12.5M
0.1%
466,508 +186,166 +66.4% Added
OTEX OPEN TEXT CORP
$12.4M
0.1%
491,243 +317,196 +182.2% Added
SMCI SUPER MICRO COMPUTER INC
$12.3M
0.1%
360,422 +324,101 +892.3% Added
ISRG INTUITIVE SURGICAL INC
$12.3M
0.1%
24,870 −19,801 −44.3% Reduced
AYI ACUITY INC
$12.2M
0.1%
46,440 +44,057 +1848.8% Added
VRSK VERISK ANALYTICS INC
$12.2M
0.1%
40,890 +40,890 New
INSP INSPIRE MEDICAL SYSTEMS INC
$11.6M
0.1%
72,851 +69,689 +2204.0% Added
EMN EASTMAN CHEMICAL CO
$11.5M
0.1%
130,705 +22,115 +20.4% Added
ORI OLD REPUBLIC INTL CORP
$11.4M
0.1%
290,173 −8,922 −3.0% Reduced
SEIC SEI INVESTMENTS COMPANY
$11.4M
0.1%
146,580 +103,660 +241.5% Added
GL GLOBE LIFE INC
$11.4M
0.1%
86,173 +6,948 +8.8% Added
CNO CNO FINANCIAL GROUP INC
$11.3M
0.1%
272,183 +74,992 +38.0% Added
RY ROYAL BANK OF CANADA
$11.3M
0.1%
100,604 +704 +0.7% Added
CNQ CANADIAN NATURAL RESOURCES
$11.2M
0.1%
363,211 +354,727 +4181.1% Added
CVE CENOVUS ENERGY INC
$11.2M
0.1%
803,018 −428,382 −34.8% Reduced
UEC URANIUM ENERGY CORP
$11.2M
0.1%
2,332,737 +987,385 +73.4% Added
NVR NVR INC
$11.1M
0.1%
1,532 +15 +1.0% Added
BYD BOYD GAMING CORP
$11.1M
0.1%
168,322 +132,484 +369.7% Added
TGNA TEGNA INC
$11.0M
0.1%
602,773 +114,767 +23.5% Added
SBSW SIBANYE-STILLWATER LTD-ADR
$10.9M
0.1%
2,387,101 +157,565 +7.1% Added
NXE NEXGEN ENERGY LTD
$10.9M
0.1%
2,434,206 +558,632 +29.8% Added
APA APA CORP
$10.9M
0.1%
517,553 +56,167 +12.2% Added
LOPE GRAND CANYON EDUCATION INC
$10.8M
0.0%
62,271 −3,774 −5.7% Reduced
PPC PILGRIM'S PRIDE CORP
$10.7M
0.0%
196,937 +188,988 +2377.5% Added
CHART INDS INC
$10.7M
0.0%
73,973 +56,737 +329.2% Added
BAM BROOKFIELD ASSET MGMT-A
$10.6M
0.0%
219,847 +219,847 New
TLN TALEN ENERGY CORP
$10.4M
0.0%
52,058 +30,690 +143.6% Added
GEHC GE HEALTHCARE TECHNOLOGY
$10.3M
0.0%
127,062 +95,043 +296.8% Added
DNN DENISON MINES CORP
$10.2M
0.0%
7,850,838 +2,389,514 +43.8% Added
APPF APPFOLIO INC - A
$10.2M
0.0%
46,368 −30,933 −40.0% Reduced
PVH PVH CORP
$10.0M
0.0%
155,060 −66,076 −29.9% Reduced
CAH CARDINAL HEALTH INC
$10.0M
0.0%
72,283 −336,472 −82.3% Reduced
GMED GLOBUS MEDICAL INC - A
$9.7M
0.0%
133,112 +133,112 New
ABT ABBOTT LABORATORIES
$9.7M
0.0%
72,830 −118,896 −62.0% Reduced
NBIX NEUROCRINE BIOSCIENCES INC
$9.6M
0.0%
87,238 −245,360 −73.8% Reduced
ERO ERO COPPER CORP
$9.6M
0.0%
789,327 −28,942 −3.5% Reduced
HTHT H WORLD GROUP LTD-ADR
$9.5M
0.0%
257,259 +71,891 +38.8% Added
YELP YELP INC
$9.5M
0.0%
256,807 +96,678 +60.4% Added
MHO M/I HOMES INC
$9.5M
0.0%
83,088 +57,528 +225.1% Added
SFM SPROUTS FARMERS MARKET INC
$9.3M
0.0%
60,971 +27,360 +81.4% Added
WWD WOODWARD INC
$9.3M
0.0%
50,786 +50,786 New
VALE VALE SA-SP ADR
$9.2M
0.0%
924,330 −3,052,785 −76.8% Reduced
GTLB GITLAB INC-CL A
$9.1M
0.0%
192,722 +192,722 New
EVR EVERCORE INC - A
$9.0M
0.0%
45,286 +12,031 +36.2% Added
TEX TEREX CORP
$9.0M
0.0%
238,032 +238,032 New
OGE OGE ENERGY CORP
$9.0M
0.0%
195,265 +160,304 +458.5% Added
PR PERMIAN RESOURCES CORP-CL A
$8.9M
0.0%
645,954 +645,954 New
BZ KANZHUN LTD - ADR
$8.8M
0.0%
461,559 +153,107 +49.6% Added
LBRT LIBERTY ENERGY INC
$8.8M
0.0%
554,332 −173,049 −23.8% Reduced
SDRL SEADRILL LIMITED
$8.8M
0.0%
350,074 +187,050 +114.7% Added
BMRN BIOMARIN PHARMACEUTICAL INC
$8.7M
0.0%
123,656 −178,824 −59.1% Reduced
NOG NORTHERN OIL AND GAS INC
$8.6M
0.0%
285,195 −51,325 −15.3% Reduced
FFIV F5 INC
$8.6M
0.0%
32,309 +25,388 +366.8% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$8.5M
0.0%
544,665 +153,068 +39.1% Added
AIG AMERICAN INTERNATIONAL GROUP
$8.5M
0.0%
97,915 +97,915 New
TSLA TESLA INC
$8.4M
0.0%
32,248 −121,341 −79.0% Reduced
SBUX STARBUCKS CORP
$8.3M
0.0%
84,947 −115,110 −57.5% Reduced
PPL PPL CORP
$8.2M
0.0%
225,836 −478,282 −67.9% Reduced
PRI PRIMERICA INC
$8.1M
0.0%
28,572 +15,656 +121.2% Added
QFIN QFIN HOLDINGS INC-ADR
$8.1M
0.0%
180,607 +54,068 +42.7% Added
CRH CRH PLC
$8.1M
0.0%
92,088 +6,933 +8.1% Added
OSK OSHKOSH CORP
$8.1M
0.0%
85,830 +85,830 New
PRMB PRIMO BRANDS CORP
$8.1M
0.0%
227,195 +227,195 New
SKYW SKYWEST INC
$8.0M
0.0%
91,608 +84,945 +1274.9% Added
NXPI NXP SEMICONDUCTORS NV
$8.0M
0.0%
42,067 +40,566 +2702.6% Added
VNOMUSD VIPER ENERGY INC-CL A
$7.9M
0.0%
175,930 +60,641 +52.6% Added
WHD CACTUS INC - A
$7.7M
0.0%
168,406 +168,406 New
IBKR INTERACTIVE BROKERS GRO-CL A
$7.7M
0.0%
46,304 +46,304 New
OC OWENS CORNING
$7.7M
0.0%
53,671 +39,978 +292.0% Added
LEGN LEGEND BIOTECH CORP-ADR
$7.6M
0.0%
225,449 +63,726 +39.4% Added
TAL TAL EDUCATION GROUP- ADR
$7.6M
0.0%
575,553 +168,725 +41.5% Added
PARR PAR PACIFIC HOLDINGS INC
$7.6M
0.0%
531,476 −35,515 −6.3% Reduced
AXP AMERICAN EXPRESS CO
$7.5M
0.0%
27,789 +23,984 +630.3% Added
T86 TRI POINTE HOMES INC
$7.3M
0.0%
227,895 +48,883 +27.3% Added
BNS BANK OF NOVA SCOTIA
$7.2M
0.0%
152,056 +14,625 +10.6% Added
0VVB PARAMOUNT GLOBAL-CLASS B
$7.2M
0.0%
599,772 +60,119 +11.1% Added
NXST NEXSTAR MEDIA GROUP INC
$7.1M
0.0%
39,363 +26,743 +211.9% Added
AGO ASSURED GUARANTY LTD
$7.0M
0.0%
79,865 −18,237 −18.6% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$6.9M
0.0%
113,504 +53,108 +87.9% Added
PCH POTLATCHDELTIC CORP
$6.9M
0.0%
152,636 +115,997 +316.6% Added
KBH KB HOME
$6.9M
0.0%
118,283 −37,135 −23.9% Reduced
MTDR MATADOR RESOURCES CO
$6.8M
0.0%
133,882 +61,214 +84.2% Added
LEN LENNAR CORP-A
$6.8M
0.0%
59,069 −267,449 −81.9% Reduced
CW CURTISS-WRIGHT CORP
$6.8M
0.0%
21,323 +21,323 New
JKHY JACK HENRY & ASSOCIATES INC
$6.7M
0.0%
36,516 +36,516 New
NIO NIO INC - ADR
$6.7M
0.0%
1,749,081 +563,407 +47.5% Added
FTDR FRONTDOOR INC
$6.6M
0.0%
173,047 +111,505 +181.2% Added
SCHW SCHWAB (CHARLES) CORP
$6.6M
0.0%
84,797 +84,797 New
URNM SPROTT URANIUM MINERS ETF
$6.6M
0.0%
204,504 +49,971 +32.3% Added
SLM SLM CORP
$6.6M
0.0%
225,838 −203,413 −47.4% Reduced
FOUR SHIFT4 PAYMENTS INC-CLASS A
$6.5M
0.0%
80,022 +80,022 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$6.5M
0.0%
95,687 −146,273 −60.5% Reduced
BSX BOSTON SCIENTIFIC CORP
$6.5M
0.0%
63,954 −98,959 −60.7% Reduced
JEF JEFFERIES FINANCIAL GROUP IN
$6.4M
0.0%
120,103 +120,103 New
AZO AUTOZONE INC
$6.2M
0.0%
1,639 −20,246 −92.5% Reduced
GIL GILDAN ACTIVEWEAR INC
$6.1M
0.0%
138,767 −107,848 −43.7% Reduced
VOD VODAFONE GROUP PLC-SP ADR
$6.1M
0.0%
650,290 −32,756 −4.8% Reduced
WY WEYERHAEUSER CO
$6.0M
0.0%
206,391 +149,394 +262.1% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$6.0M
0.0%
40,674 +40,674 New
HCC WARRIOR MET COAL INC
$6.0M
0.0%
125,737 +93,733 +292.9% Added
VIRT VIRTU FINANCIAL INC-CLASS A
$5.8M
0.0%
153,129 +37,430 +32.4% Added
TNL TRAVEL + LEISURE CO
$5.8M
0.0%
125,668 +58,322 +86.6% Added
SYK STRYKER CORP
$5.8M
0.0%
15,484 −24,381 −61.2% Reduced
CALM CAL-MAINE FOODS INC
$5.8M
0.0%
63,397 +55,691 +722.7% Added
KNTK KINETIK HOLDINGS INC
$5.8M
0.0%
110,940 +110,940 New
DDOG DATADOG INC - CLASS A
$5.7M
0.0%
57,523 +57,523 New
CL COLGATE-PALMOLIVE CO
$5.7M
0.0%
60,662 −89,572 −59.6% Reduced
HPQ HP INC
$5.6M
0.0%
201,776 −2,635,476 −92.9% Reduced
SF STIFEL FINANCIAL CORP
$5.6M
0.0%
59,128 +55,924 +1745.4% Added
IDA IDACORP INC
$5.6M
0.0%
47,811 −21,250 −30.8% Reduced
NWE NORTHWESTERN ENERGY GROUP IN
$5.5M
0.0%
95,888 +36,049 +60.2% Added
GIS GENERAL MILLS INC
$5.4M
0.0%
90,436 −91,743 −50.4% Reduced
THG HANOVER INSURANCE GROUP INC/
$5.4M
0.0%
30,898 +22,407 +263.9% Added
SGML SIGMA LITHIUM CORP
$5.4M
0.0%
516,204 −8,509 −1.6% Reduced
VTRS VIATRIS INC
$5.3M
0.0%
610,869 −1,683,009 −73.4% Reduced
BHP BHP GROUP LTD-SPON ADR
$5.2M
0.0%
107,899 +76,869 +247.7% Added
BHC BAUSCH HEALTH COS INC
$5.2M
0.0%
808,980 +307,068 +61.2% Added
AIZ ASSURANT INC
$5.2M
0.0%
24,945 +15,742 +171.1% Added
WU WESTERN UNION CO
$5.2M
0.0%
488,987 −18,646 −3.7% Reduced
USB US BANCORP
$5.2M
0.0%
122,009 +122,009 New
AWI ARMSTRONG WORLD INDUSTRIES
$5.1M
0.0%
36,290 +36,290 New
DOCU DOCUSIGN INC
$5.1M
0.0%
62,564 +62,564 New
CMG CHIPOTLE MEXICAN GRILL INC
$5.1M
0.0%
101,063 −272,757 −73.0% Reduced
UUUU ENERGY FUELS INC
$5.1M
0.0%
1,359,302 +430,758 +46.4% Added
ADT ADT INC
$5.0M
0.0%
616,836 +57,219 +10.2% Added
AXSM AXSOME THERAPEUTICS INC
$5.0M
0.0%
42,825 +42,825 New
DXC DXC TECHNOLOGY CO
$5.0M
0.0%
290,815 −16,173 −5.3% Reduced
SLB SLB LTD
$5.0M
0.0%
118,542 −268,696 −69.4% Reduced
DGX QUEST DIAGNOSTICS INC
$5.0M
0.0%
29,268 +7,378 +33.7% Added
LB LANDBRIDGE CO LLC-A
$4.9M
0.0%
68,451 −28,477 −29.4% Reduced
DXCM DEXCOM INC
$4.9M
0.0%
71,296 −26,642 −27.2% Reduced
NXT NEXTPOWER INC
$4.9M
0.0%
115,482 −95,514 −45.3% Reduced
RCL ROYAL CARIBBEAN CRUISES LTD
$4.8M
0.0%
23,483 +23,483 New
FHI FEDERATED HERMES INC
$4.8M
0.0%
118,005 +5,618 +5.0% Added
PNW PINNACLE WEST CAPITAL
$4.8M
0.0%
50,214 −109,590 −68.6% Reduced
HBM HUDBAY MINERALS INC
$4.8M
0.0%
630,795 −457,767 −42.1% Reduced
TXRH TEXAS ROADHOUSE INC
$4.8M
0.0%
28,557 −19,924 −41.1% Reduced
GIB CGI INC
$4.7M
0.0%
47,442 +17,550 +58.7% Added
CHE CHEMED CORP
$4.7M
0.0%
7,667 −682 −8.2% Reduced
TMUS T-MOBILE US INC
$4.6M
0.0%
17,423 −194,771 −91.8% Reduced
IT GARTNER INC
$4.6M
0.0%
10,900 +6,520 +148.9% Added
EW EDWARDS LIFESCIENCES CORP
$4.5M
0.0%
62,522 −45,763 −42.3% Reduced
WAB WABTEC CORP
$4.5M
0.0%
24,960 +5,342 +27.2% Added
IDCC INTERDIGITAL INC
$4.5M
0.0%
21,872 +10,621 +94.4% Added
OLED UNIVERSAL DISPLAY CORP
$4.5M
0.0%
32,382 −39,690 −55.1% Reduced
KNX KNIGHT-SWIFT TRANSPORTATION
$4.5M
0.0%
103,514 +81,649 +373.4% Added
BMO BANK OF MONTREAL
$4.5M
0.0%
46,941 +46,941 New
MNST MONSTER BEVERAGE CORP
$4.4M
0.0%
76,042 −203,727 −72.8% Reduced
UGI UGI CORP
$4.4M
0.0%
134,296 +134,296 New
UNP UNION PACIFIC CORP
$4.4M
0.0%
18,676 +16,513 +763.4% Added
LEA LEAR CORP
$4.4M
0.0%
49,877 +46,280 +1286.6% Added
TEAM ATLASSIAN CORP-CL A
$4.4M
0.0%
20,665 +20,665 New
FAF FIRST AMERICAN FINANCIAL
$4.4M
0.0%
66,292 +66,292 New
GD GENERAL DYNAMICS CORP
$4.3M
0.0%
15,912 +15,912 New
PAYC PAYCOM SOFTWARE INC
$4.3M
0.0%
19,850 +19,850 New
LH LABCORP HOLDINGS INC
$4.2M
0.0%
18,051 −18,401 −50.5% Reduced
SANM SANMINA CORP
$4.1M
0.0%
54,328 −21,320 −28.2% Reduced
ANF ABERCROMBIE & FITCH CO-CL A
$4.1M
0.0%
53,730 −220,413 −80.4% Reduced
MCO MOODY'S CORP
$4.1M
0.0%
8,808 −4,577 −34.2% Reduced
RMBS RAMBUS INC
$4.0M
0.0%
78,079 +70,934 +992.8% Added
BTU PEABODY ENERGY CORP
$4.0M
0.0%
294,091 +221,140 +303.1% Added
WFRD WEATHERFORD INTERNATIONAL PL
$3.9M
0.0%
73,277 +73,277 New
VOO VANGUARD S&P 500 ETF
$3.9M
0.0%
7,605 +7,605 New
DRI DARDEN RESTAURANTS INC
$3.9M
0.0%
18,612 −15,172 −44.9% Reduced
CTVA CORTEVA INC
$3.8M
0.0%
61,033 −227,597 −78.9% Reduced
CM CAN IMPERIAL BK OF COMMERCE
$3.8M
0.0%
68,078 +48,434 +246.6% Added
COR CENCORA INC
$3.8M
0.0%
13,673 −183,863 −93.1% Reduced
CARG CARGURUS INC
$3.7M
0.0%
126,513 +96,835 +326.3% Added
EWW ISHARES MSCI MEXICO ETF
$3.6M
0.0%
71,118 −972,875 −93.2% Reduced
TGT TARGET CORP
$3.6M
0.0%
34,637 −127,424 −78.6% Reduced
CPA COPA HOLDINGS SA-CLASS A
$3.6M
0.0%
38,663 +27,723 +253.4% Added
KMB KIMBERLY-CLARK CORP
$3.5M
0.0%
24,755 −75,945 −75.4% Reduced
CNXC CONCENTRIX CORP
$3.4M
0.0%
61,782 +61,782 New
ALV AUTOLIV INC
$3.4M
0.0%
38,018 +11,795 +45.0% Added
MELI MERCADOLIBRE INC
$3.3M
0.0%
1,702 −56 −3.2% Reduced
MDU MDU RESOURCES GROUP INC
$3.3M
0.0%
194,664 +194,664 New
BCEI1EUR CIVITAS RESOURCES INC
$3.3M
0.0%
94,018 −66,035 −41.3% Reduced
HP HELMERICH & PAYNE
$3.3M
0.0%
125,341 −41,302 −24.8% Reduced
EAT BRINKER INTERNATIONAL INC
$3.2M
0.0%
21,330 +21,330 New
GFL GFL ENVIRONMENTAL INC-SUB VT
$3.1M
0.0%
64,559 +64,559 New
AFG AMERICAN FINANCIAL GROUP INC
$3.1M
0.0%
23,651 +17,597 +290.7% Added
ALLY ALLY FINANCIAL INC
$3.1M
0.0%
85,045 −127,256 −59.9% Reduced
KMT KENNAMETAL INC
$3.0M
0.0%
142,348 +142,348 New
DFSEUR DISCOVER FINANCIAL SERVICES
$3.0M
0.0%
17,723 +11,966 +207.9% Added
MWA MUELLER WATER PRODUCTS INC-A
$3.0M
0.0%
118,721 +118,721 New
ULCC FRONTIER GROUP HOLDINGS INC
$3.0M
0.0%
684,392 +597,641 +688.9% Added
KVUE KENVUE INC
$3.0M
0.0%
123,736 −105,805 −46.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$3.0M
0.0%
38,682 −31,286 −44.7% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$2.9M
0.0%
107,923 +98,898 +1095.8% Added
KDP KEURIG DR PEPPER INC
$2.9M
0.0%
84,995 −42,603 −33.4% Reduced
OMF ONEMAIN HOLDINGS INC
$2.8M
0.0%
57,288 +5,575 +10.8% Added
BDX BECTON DICKINSON AND CO
$2.8M
0.0%
12,223 −19,788 −61.8% Reduced
LEU CENTRUS ENERGY CORP-CLASS A
$2.8M
0.0%
44,304 +2,537 +6.1% Added
SYY SYSCO CORP
$2.7M
0.0%
36,481 −54,359 −59.8% Reduced
USFD US FOODS HOLDING CORP
$2.7M
0.0%
41,746 −19,002 −31.3% Reduced
MOH MOLINA HEALTHCARE INC
$2.7M
0.0%
8,286 −23,790 −74.2% Reduced
GPI GROUP 1 AUTOMOTIVE INC
$2.7M
0.0%
6,994 −900 −11.4% Reduced
8L8C LIBERTY BROADBAND-C
$2.6M
0.0%
31,050 +31,050 New
FCNCA FIRST CITIZENS BCSHS -CL A
$2.6M
0.0%
1,401 +1,401 New
EFOR EVERFORTH INC
$2.6M
0.0%
40,830 +40,830 New
SIGI SELECTIVE INSURANCE GROUP
$2.5M
0.0%
27,627 +21,959 +387.4% Added
JBTM JBT MAREL CORP
$2.5M
0.0%
20,327 +20,327 New
ATHM AUTOHOME INC-ADR
$2.5M
0.0%
88,490 +25,171 +39.8% Added
ETSY ETSY INC
$2.4M
0.0%
50,516 −71,681 −58.7% Reduced
BERY* BERRY GLOBAL GROUP INC
$2.4M
0.0%
33,974 +33,974 New
SAIC SCIENCE APPLICATIONS INTE
$2.3M
0.0%
20,582 +18,685 +985.0% Added
TSN TYSON FOODS INC-CL A
$2.3M
0.0%
36,206 −86,639 −70.5% Reduced
LLY ELI LILLY & CO
$2.3M
0.0%
2,746 −81,610 −96.7% Reduced
CNA CNA FINANCIAL CORP
$2.3M
0.0%
44,495 −5,070 −10.2% Reduced
IRDM IRIDIUM COMMUNICATIONS INC
$2.2M
0.0%
81,731 +81,731 New
INGR INGREDION INC
$2.2M
0.0%
16,062 −11,110 −40.9% Reduced
KEL KELLANOVA
$2.1M
0.0%
25,990 −39,271 −60.2% Reduced
STN STANTEC INC
$2.1M
0.0%
25,381 +25,381 New
STZ CONSTELLATION BRANDS INC-A
$2.1M
0.0%
11,446 −123,918 −91.5% Reduced
KFY KORN FERRY
$2.1M
0.0%
30,531 +5,754 +23.2% Added
HEESEUR H&E EQUIPMENT SERVICES INC
$2.0M
0.0%
21,311 −97,425 −82.1% Reduced
CHD CHURCH & DWIGHT CO INC
$2.0M
0.0%
18,320 −25,824 −58.5% Reduced
CVLT COMMVAULT SYSTEMS INC
$2.0M
0.0%
12,486 −5,250 −29.6% Reduced
HO1 HOLOGIC INC
$2.0M
0.0%
31,871 −21,926 −40.8% Reduced
KHC KRAFT HEINZ CO
$2.0M
0.0%
64,517 −141,920 −68.7% Reduced
ROK ROCKWELL AUTOMATION INC
$2.0M
0.0%
7,573 +1,353 +21.8% Added
BILL BILL HOLDINGS INC
$2.0M
0.0%
42,539 +42,539 New
LNG CHENIERE ENERGY INC
$1.9M
0.0%
8,360 Held
LRN STRIDE INC
$1.9M
0.0%
15,061 +1,107 +7.9% Added
MPWR MONOLITHIC POWER SYSTEMS INC
$1.9M
0.0%
3,276 +3,276 New
HSY HERSHEY CO
$1.9M
0.0%
10,944 −15,579 −58.7% Reduced
MRVL MARVELL TECHNOLOGY INC
$1.9M
0.0%
30,333 +68 +0.2% Added
CACC CREDIT ACCEPTANCE CORP
$1.9M
0.0%
3,611 −4,743 −56.8% Reduced
SNN SMITH & NEPHEW PLC -SPON ADR
$1.9M
0.0%
65,663 −100,740 −60.5% Reduced
ABNB AIRBNB INC-CLASS A
$1.8M
0.0%
15,475 −327,180 −95.5% Reduced
MHK MOHAWK INDUSTRIES INC
$1.8M
0.0%
16,168 −111,846 −87.4% Reduced
JANUS HENDERSON GROUP PLC
$1.8M
0.0%
50,532 +36,194 +252.4% Added
CFG CITIZENS FINANCIAL GROUP
$1.8M
0.0%
44,420 −21,393 −32.5% Reduced
LKQ LKQ CORP
$1.8M
0.0%
42,433 −59,262 −58.3% Reduced
FDX FEDEX CORP
$1.8M
0.0%
7,392 +7,392 New
SIG SIGNET JEWELERS LTD
$1.8M
0.0%
30,986 −106,486 −77.5% Reduced
MSTR STRATEGY INC
$1.8M
0.0%
6,214 +6,214 New
PLMR PALOMAR HOLDINGS INC
$1.8M
0.0%
12,943 +10,020 +342.8% Added
EQH EQUITABLE HOLDINGS INC
$1.7M
0.0%
32,880 +7,926 +31.8% Added
CCL1EUR CARNIVAL CORP LTD
$1.7M
0.0%
87,572 −162,150 −64.9% Reduced
MGA MAGNA INTERNATIONAL INC
$1.7M
0.0%
50,084 −4,085 −7.5% Reduced
APP APPLOVIN CORP-CLASS A
$1.7M
0.0%
6,417 −486,443 −98.7% Reduced
NCNO NCINO INC
$1.7M
0.0%
61,285 +61,285 New
ASO ACADEMY SPORTS & OUTDOORS IN
$1.7M
0.0%
36,557 +18,883 +106.8% Added
YETI YETI HOLDINGS INC
$1.7M
0.0%
50,082 +50,082 New
SNCY SUN COUNTRY AIRLINES HOLDING
$1.6M
0.0%
133,567 +91,900 +220.6% Added
CCK CROWN HOLDINGS INC
$1.6M
0.0%
18,216 +18,216 New
QSR RESTAURANT BRANDS INTERN
$1.5M
0.0%
23,166 −37,341 −61.7% Reduced
MTB M & T BANK CORP
$1.5M
0.0%
8,425 +8,425 New
NEU NEWMARKET CORP
$1.5M
0.0%
2,654 +2,081 +363.2% Added
NTAP NETAPP INC
$1.5M
0.0%
16,927 +2,139 +14.5% Added
VTR VENTAS INC
$1.5M
0.0%
21,374 +10,125 +90.0% Added
ITW ILLINOIS TOOL WORKS
$1.4M
0.0%
5,842 +675 +13.1% Added
DG DOLLAR GENERAL CORP
$1.4M
0.0%
16,461 −105,506 −86.5% Reduced
IDXX IDEXX LABORATORIES INC
$1.4M
0.0%
3,434 −5,427 −61.2% Reduced
FNF FIDELITY NATIONAL FINANCIAL
$1.4M
0.0%
21,617 +17,957 +490.6% Added
KBR KBR INC
$1.4M
0.0%
28,115 +28,115 New
VZ VERIZON COMMUNICATIONS INC
$1.4M
0.0%
30,523 +30,523 New
WCN WASTE CONNECTIONS INC
$1.4M
0.0%
7,073 Held
HAE HAEMONETICS CORP/MASS
$1.4M
0.0%
21,520 +16,128 +299.1% Added
CENX CENTURY ALUMINUM COMPANY
$1.4M
0.0%
73,514 −357,765 −83.0% Reduced
RL RALPH LAUREN CORP
$1.4M
0.0%
6,132 −106,509 −94.6% Reduced
CLX CLOROX COMPANY
$1.3M
0.0%
9,167 −13,154 −58.9% Reduced
SNOW SNOWFLAKE INC
$1.3M
0.0%
9,210 −234,484 −96.2% Reduced
BPOP POPULAR INC
$1.3M
0.0%
14,522 −23,864 −62.2% Reduced
VMI VALMONT INDUSTRIES
$1.3M
0.0%
4,668 +1,699 +57.2% Added
CBT CABOT CORP
$1.3M
0.0%
15,966 +5,458 +51.9% Added
TXT TEXTRON INC
$1.3M
0.0%
18,254 −23,857 −56.7% Reduced
BNTX BIONTECH SE-ADR
$1.3M
0.0%
14,319 −5,958 −29.4% Reduced
SRPT SAREPTA THERAPEUTICS INC
$1.3M
0.0%
19,820 +14,575 +277.9% Added
DLTR DOLLAR TREE INC
$1.2M
0.0%
16,070 −21,593 −57.3% Reduced
LUMN LUMEN TECHNOLOGIES INC
$1.2M
0.0%
307,098 +307,098 New
NFG NATIONAL FUEL GAS CO
$1.2M
0.0%
15,141 +9,804 +183.7% Added
ACI ALBERTSONS COS INC - CLASS A
$1.2M
0.0%
54,424 −23,517 −30.2% Reduced
CASY CASEY'S GENERAL STORES INC
$1.2M
0.0%
2,755 −3,938 −58.8% Reduced
AON AON PLC-CLASS A
$1.2M
0.0%
2,976 −6,111 −67.2% Reduced
UNILEVER PLC
$1.2M
0.0%
19,859 +12,099 +155.9% Added
EL ESTEE LAUDER COMPANIES-CL A
$1.2M
0.0%
17,531 −24,617 −58.4% Reduced
IOT SAMSARA INC-CL A
$1.2M
0.0%
30,118 +5,263 +21.2% Added
COP CONOCOPHILLIPS
$1.1M
0.0%
10,879 +2,950 +37.2% Added
ZM ZOOM COMMUNICATIONS INC
$1.1M
0.0%
15,459 +15,459 New
GATES INDL CORP PLC
$1.1M
0.0%
60,257 +60,257 New
BJ BJ'S WHOLESALE CLUB HOLDINGS
$1.1M
0.0%
9,702 −14,013 −59.1% Reduced
BRC BRADY CORPORATION - CL A
$1.1M
0.0%
15,640 +9,682 +162.5% Added
IVZ INVESCO LTD
$1.1M
0.0%
70,921 −17,782 −20.0% Reduced
SM SM ENERGY CO
$1.1M
0.0%
35,869 −267,535 −88.2% Reduced
ACN ACCENTURE PLC-CL A
$1.1M
0.0%
3,420 +2,312 +208.7% Added
LPX LOUISIANA-PACIFIC CORP
$1.1M
0.0%
11,515 −4,290 −27.1% Reduced
KTB KONTOOR BRANDS INC
$1.0M
0.0%
16,167 −31,439 −66.0% Reduced
OGN ORGANON & CO
$1.0M
0.0%
68,297 +50,250 +278.4% Added
EQIX EQUINIX INC
$988K
0.0%
1,212 −95 −7.3% Reduced
RF REGIONS FINANCIAL CORP
$985K
0.0%
45,335 +45,335 New
ZBH ZIMMER BIOMET HOLDINGS INC
$964K
0.0%
8,521 −191,972 −95.7% Reduced
BBWI BATH & BODY WORKS INC
$960K
0.0%
31,655 −620,347 −95.1% Reduced
STE STERIS PLC
$956K
0.0%
4,216 −6,752 −61.6% Reduced
AMAT APPLIED MATERIALS INC
$917K
0.0%
6,320 −10,228 −61.8% Reduced
COIN COINBASE GLOBAL INC -CLASS A
$870K
0.0%
5,049 Held
MTX MINERALS TECHNOLOGIES INC
$863K
0.0%
13,575 +5,619 +70.6% Added
BF/B BROWN-FORMAN CORP-CLASS B
$862K
0.0%
25,401 −36,251 −58.8% Reduced
MMS MAXIMUS INC
$860K
0.0%
12,608 +12,608 New
PLD PROLOGIS INC
$843K
0.0%
7,545 −97 −1.3% Reduced
SHOP SHOPIFY INC - CLASS A
$829K
0.0%
8,719 +8,719 New
WRB WR BERKLEY CORP
$815K
0.0%
11,459 +11,459 New
PODD INSULET CORP
$814K
0.0%
3,099 −4,631 −59.9% Reduced
TIGO MILLICOM INTL CELLULAR S.A.
$799K
0.0%
26,403 +26,403 New
BAX BAXTER INTERNATIONAL INC
$744K
0.0%
21,734 −33,373 −60.6% Reduced
DLR DIGITAL REALTY TRUST INC
$734K
0.0%
5,120 −48,859 −90.5% Reduced
BRBR BELLRING BRANDS INC
$726K
0.0%
9,753 −13,454 −58.0% Reduced
URNJ SPROTT JR URANIUM MINERS ETF
$720K
0.0%
50,135 +2,086 +4.3% Added
COO COOPER COS INC
$717K
0.0%
8,495 −13,341 −61.1% Reduced
AMT AMERICAN TOWER CORP
$692K
0.0%
3,182 +1,251 +64.8% Added
CAVA CAVA GROUP INC
$685K
0.0%
7,931 −3,306 −29.4% Reduced
TT TRANE TECHNOLOGIES PLC
$683K
0.0%
2,028 +677 +50.1% Added
HRL HORMEL FOODS CORP
$672K
0.0%
21,721 −30,693 −58.6% Reduced
TTD TRADE DESK INC -CLASS A
$662K
0.0%
12,107 Held
CAG CONAGRA BRANDS INC
$641K
0.0%
24,019 −4,007 −14.3% Reduced
MTG MGIC INVESTMENT CORP
$633K
0.0%
25,558 −5,794 −18.5% Reduced
BX BLACKSTONE INC
$633K
0.0%
4,528 −81 −1.8% Reduced
ABG ASBURY AUTOMOTIVE GROUP
$625K
0.0%
2,829 −275 −8.9% Reduced
RELX RELX PLC - SPON ADR
$609K
0.0%
12,087 −12,963 −51.7% Reduced
MAN MANPOWERGROUP INC
$608K
0.0%
10,503 −19,211 −64.7% Reduced
HONGBP HONEYWELL INTERNATIONAL INC
$582K
0.0%
2,750 +2,750 New
HYG ISHR IBX USD HIYLD CB ETF-UI
$579K
0.0%
7,334 Held
GHC GRAHAM HOLDINGS CO-CLASS B
$574K
0.0%
597 −5,880 −90.8% Reduced
CPB THE CAMPBELL'S COMPANY
$573K
0.0%
14,351 −20,535 −58.9% Reduced
PFGC PERFORMANCE FOOD GROUP CO
$573K
0.0%
7,283 −2,741 −27.3% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$572K
0.0%
6,577 −12,606 −65.7% Reduced
ZGN ERMENEGILDO ZEGNA NV
$563K
0.0%
76,042 +544 +0.7% Added
LW LAMB WESTON HOLDINGS INC
$548K
0.0%
10,281 −68,253 −86.9% Reduced
CHH CHOICE HOTELS INTL INC
$544K
0.0%
4,100 +1,700 +70.8% Added
MKC MCCORMICK & CO-NON VTG SHRS
$522K
0.0%
6,347 +2,315 +57.4% Added
COKE COCA-COLA CONSOLIDATED INC
$521K
0.0%
386 −5,492 −93.4% Reduced
LNWO LIGHT & WONDER INC
$521K
0.0%
6,011 −2,957 −33.0% Reduced
OBDC BLUE OWL CAPITAL CORP
$516K
0.0%
35,197 +35,197 New
KKR KKR & CO INC
$515K
0.0%
4,454 −2,492 −35.9% Reduced
DOV DOVER CORP
$512K
0.0%
2,914 +376 +14.8% Added
CPT CAMDEN PROPERTY TRUST
$503K
0.0%
4,114 +4,114 New
PBF PBF ENERGY INC-CLASS A
$500K
0.0%
26,171 +26,171 New
DWDPEUR DUPONT DE NEMOURS INC
$490K
0.0%
6,561 −85,789 −92.9% Reduced
RNR RENAISSANCERE HOLDINGS LTD
$490K
0.0%
2,040 −49,266 −96.0% Reduced
IMO IMPERIAL OIL LTD
$476K
0.0%
6,591 −274,442 −97.7% Reduced
WING WINGSTOP INC
$475K
0.0%
2,106 −8,238 −79.6% Reduced
ALGN ALIGN TECHNOLOGY INC
$472K
0.0%
2,969 −4,597 −60.8% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$452K
0.0%
9,662 −52,913 −84.6% Reduced
VAL VALARIS LTD
$451K
0.0%
11,491 −120,996 −91.3% Reduced
BFAM BRIGHT HORIZONS FAMILY SOLUT
$450K
0.0%
3,543 −579 −14.0% Reduced
WFG WEST FRASER TIMBER CO LTD
$447K
0.0%
5,826 +5,826 New
WSM WILLIAMS-SONOMA INC
$445K
0.0%
2,816 −58,622 −95.4% Reduced
SN SHARKNINJA INC
$440K
0.0%
5,277 −1,759 −25.0% Reduced
MGY MAGNOLIA OIL & GAS CORP - A
$440K
0.0%
17,424 −967 −5.3% Reduced
POST POST HOLDINGS INC
$433K
0.0%
3,718 −4,726 −56.0% Reduced
EHC ENCOMPASS HEALTH CORP
$429K
0.0%
4,233 −6,545 −60.7% Reduced
CELH CELSIUS HOLDINGS INC
$427K
0.0%
11,986 −29,882 −71.4% Reduced
PEN PENUMBRA INC
$424K
0.0%
1,586 −2,404 −60.3% Reduced
FLO FLOWERS FOODS INC
$416K
0.0%
21,895 −26,793 −55.0% Reduced
KD KYNDRYL HOLDINGS INC
$415K
0.0%
13,201 +13,201 New
ST SENSATA TECHNOLOGIES HOLDPLC
$395K
0.0%
16,267 −17,698 −52.1% Reduced
OPCH OPTION CARE HEALTH INC
$393K
0.0%
11,253 −7,272 −39.3% Reduced
VRRM VERRA MOBILITY CORP
$386K
0.0%
17,144 −5,531 −24.4% Reduced
EU ENCORE ENERGY CORP
$383K
0.0%
279,254 +135,926 +94.8% Added
ZD ZIFF DAVIS INC
$381K
0.0%
10,150 +5,159 +103.4% Added
EXP EAGLE MATERIALS INC
$379K
0.0%
1,709 −2,770 −61.8% Reduced
ACM AECOM
$377K
0.0%
4,063 +4,063 New
TRMB TRIMBLE INC
$372K
0.0%
5,660 +5,660 New
RAMP LIVERAMP HOLDINGS INC
$368K
0.0%
14,085 +14,085 New
BCC BOISE CASCADE CO
$365K
0.0%
3,719 +3,719 New
HSIC HENRY SCHEIN INC
$360K
0.0%
5,249 −8,118 −60.7% Reduced
FSLR FIRST SOLAR INC
$357K
0.0%
2,820 −92,143 −97.0% Reduced
MASI* MASIMO CORP
$353K
0.0%
2,118 −9,273 −81.4% Reduced
SPG SIMON PROPERTY GROUP INC
$342K
0.0%
2,059 +880 +74.6% Added
MTH MERITAGE HOMES CORP
$331K
0.0%
4,667 +4,667 New
GNW GENWORTH FINANCIAL INC
$330K
0.0%
46,528 +46,528 New
LI LI AUTO INC - ADR
$323K
0.0%
12,826 −19,826 −60.7% Reduced
NWG NATWEST GROUP PLC -SPON ADR
$320K
0.0%
26,858 −35,035 −56.6% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$317K
0.0%
20,565 +9,056 +78.7% Added
JCI JOHNSON CONTROLS INTERNATION
$312K
0.0%
3,898 −1,702 −30.4% Reduced
EXEL EXELIXIS INC
$307K
0.0%
8,315 +8,315 New
ENSG ENSIGN GROUP INC
$307K
0.0%
2,370 −3,626 −60.5% Reduced
FRPT FRESHPET INC
$301K
0.0%
3,614 −4,930 −57.7% Reduced
ARCB ARCBEST CORP
$299K
0.0%
4,230 +1,781 +72.7% Added
HUBB HUBBELL INC
$297K
0.0%
898 +237 +35.9% Added
CPRI CAPRI HOLDINGS LTD
$292K
0.0%
14,789 −34,624 −70.1% Reduced
UPWK UPWORK INC
$289K
0.0%
22,175 +22,175 New
SOLV SOLVENTUM CORP
$288K
0.0%
3,781 −5,501 −59.3% Reduced
OHI OMEGA HEALTHCARE INVESTORS
$287K
0.0%
7,533 +7,533 New
CARR CARRIER GLOBAL CORP
$284K
0.0%
4,478 +589 +15.1% Added
KRC KILROY REALTY CORP
$283K
0.0%
8,653 +8,653 New
TFX TELEFLEX INC
$279K
0.0%
2,016 −3,240 −61.6% Reduced
CVCO CAVCO INDUSTRIES INC
$275K
0.0%
529 +529 New
DOC HEALTHPEAK PROPERTIES INC
$270K
0.0%
13,372 −8,483 −38.8% Reduced
TNET TRINET GROUP INC
$268K
0.0%
3,387 −1,376 −28.9% Reduced
SEALED AIR CORP NEW
$267K
0.0%
9,225 +9,225 New
MZTI MARZETTI COMPANY
$259K
0.0%
1,480 −2,032 −57.9% Reduced
MMSI MERIT MEDICAL SYSTEMS INC
$258K
0.0%
2,440 −4,195 −63.2% Reduced
ELF ELF BEAUTY INC
$257K
0.0%
4,099 −5,755 −58.4% Reduced
SHAK SHAKE SHACK INC - CLASS A
$253K
0.0%
2,873 −3,900 −57.6% Reduced
SSRM SSR MINING INC
$253K
0.0%
25,255 +25,255 New
JNK SS SPDR BB HIGH YIELD BOND
$248K
0.0%
2,598 Held
WDFC WD-40 CO
$245K
0.0%
1,003 −1,447 −59.1% Reduced
SMPL SIMPLY GOOD FOODS CO
$239K
0.0%
6,927 −9,728 −58.4% Reduced
PNR PENTAIR PLC
$237K
0.0%
2,707 +330 +13.9% Added
CTAS CINTAS CORP
$236K
0.0%
1,148 +10 +0.9% Added
XYL XYLEM INC
$235K
0.0%
1,968 −514 −20.7% Reduced
TPG TPG INC
$233K
0.0%
4,903 +4,903 New
GKOS GLAUKOS CORP
$232K
0.0%
2,356 −3,464 −59.5% Reduced
PLXS PLEXUS CORP
$232K
0.0%
1,807 +1,807 New
EVTC EVERTEC INC
$223K
0.0%
6,063 −396 −6.1% Reduced
NDSN NORDSON CORP
$221K
0.0%
1,097 +116 +11.8% Added
EXPD EXPEDITORS INTL WASH INC
$218K
0.0%
1,817 +1,817 New
SG SWEETGREEN INC - CLASS A
$218K
0.0%
8,724 −9,966 −53.3% Reduced
AME AMETEK INC
$218K
0.0%
1,266 +134 +11.8% Added
GH GUARDANT HEALTH INC
$216K
0.0%
5,070 −7,474 −59.6% Reduced
LII LENNOX INTERNATIONAL INC
$215K
0.0%
383 −10,600 −96.5% Reduced
O REALTY INCOME CORP
$214K
0.0%
3,687 +3,687 New
AI C3.AI INC-A
$213K
0.0%
10,136 +10,136 New
ONC BEONE MEDICINES LTD-ADR
$210K
0.0%
772 −838 −52.0% Reduced
HII HUNTINGTON INGALLS INDUSTRIE
$209K
0.0%
1,026 +1,026 New
PSMT PRICESMART INC
$209K
0.0%
2,377 −3,167 −57.1% Reduced
HBAN HUNTINGTON BANCSHARES INC
$205K
0.0%
13,670 +13,670 New
OTTR OTTER TAIL CORP
$203K
0.0%
2,526 +2,526 New
GWW WW GRAINGER INC
$201K
0.0%
203 +203 New
BTG B2GOLD CORP
$194K
0.0%
68,289 +68,289 New
CGAU CENTERRA GOLD INC
$175K
0.0%
27,634 +27,634 New
LEVI LEVI STRAUSS & CO- CLASS A
$167K
0.0%
10,735 +10,735 New
NOV NOV INC
$167K
0.0%
10,980 +10,980 New
EQX EQUINOX GOLD CORP
$159K
0.0%
23,108 +23,108 New
AVDX AVIDXCHANGE HOLDINGS INC
$153K
0.0%
18,032 +18,032 New
HST HOST HOTELS & RESORTS INC
$152K
0.0%
10,716 +10,716 New
URG UR-ENERGY INC
$130K
0.0%
193,483 +46,295 +31.5% Added
AMCREUR AMCOR PLC
$112K
0.0%
11,523 +11,523 New
TDOC TELADOC HEALTH INC
$102K
0.0%
12,798 −16,078 −55.7% Reduced
CERT CERTARA INC
$102K
0.0%
10,270 −12,764 −55.4% Reduced
COUR COURSERA INC
$76K
0.0%
11,341 −17,207 −60.3% Reduced
IQ IQIYI INC-ADR
$36K
0.0%
15,858 −333,208 −95.5% Reduced

Sold positions

150 closed in Q1 2025 · shares & value as of prior filing
Holding Shares sold Prior value
ON ON SEMICONDUCTOR
676,720 $42.7M
MRNA MODERNA INC
605,782 $25.2M
LYFT LYFT INC-A
1,827,323 $23.6M
CHWY CHEWY INC - CLASS A
650,708 $21.8M
BSY BENTLEY SYSTEMS INC-CLASS B
460,289 $21.5M
S SENTINELONE INC -CLASS A
875,337 $19.4M
PLNT PLANET FITNESS INC - CL A
174,936 $17.3M
KEX KIRBY CORP
148,700 $15.7M
LULU LULULEMON ATHLETICA INC
38,643 $14.8M
MGM MGM RESORTS INTERNATIONAL
419,332 $14.5M
ROST ROSS STORES INC
92,046 $13.9M
GAP GAP INC
585,349 $13.8M
ETN EATON CORP PLC
41,136 $13.7M
AMKR AMKOR TECHNOLOGY INC
526,238 $13.5M
CNX CNX RESOURCES CORP
366,232 $13.4M
DAR DARLING INGREDIENTS INC
372,416 $12.5M
AHC HESS CORP
89,517 $11.9M
U UNITY SOFTWARE INC
487,696 $11.0M
BIIB BIOGEN INC
70,033 $10.7M
TSCO TRACTOR SUPPLY COMPANY
170,075 $9.0M
PWR QUANTA SERVICES INC
27,797 $8.8M
SSD SIMPSON MANUFACTURING CO INC
49,776 $8.3M
RIVN RIVIAN AUTOMOTIVE INC-A
570,260 $7.6M
TDC TERADATA CORP
242,973 $7.6M
TME TENCENT MUSIC ENTERTAINM-ADR
661,441 $7.5M
CRUS CIRRUS LOGIC INC
69,765 $6.9M
ORLY O'REILLY AUTOMOTIVE INC
5,372 $6.4M
ATKR ATKORE INC
72,760 $6.1M
EXLS EXLSERVICE HOLDINGS INC
130,184 $5.8M
CLH CLEAN HARBORS INC
25,012 $5.8M
HA7 ENVIRI CORP
612,997 $4.7M
SOC SABLE OFFSHORE CORP
204,946 $4.7M
CRWD CROWDSTRIKE HOLDINGS INC - A
13,445 $4.6M
AEO AMERICAN EAGLE OUTFITTERS
272,833 $4.5M
TAC TRANSALTA CORP
307,847 $4.4M
GRMN GARMIN LTD
20,758 $4.3M
XRAY DENTSPLY SIRONA INC
225,523 $4.3M
MIR MIRION TECHNOLOGIES INC
243,755 $4.3M
LYB LYONDELLBASELL INDU-CL A
49,501 $3.7M
BOX BOX INC - CLASS A
114,686 $3.6M
BBY BEST BUY CO INC
41,742 $3.6M
TKO TKO GROUP HOLDINGS INC
24,973 $3.5M
AKAM AKAMAI TECHNOLOGIES INC
36,577 $3.5M
DNB DUN & BRADSTREET HOLDINGS IN
223,337 $2.8M
STRA STRATEGIC EDUCATION INC
29,708 $2.8M
8QR CONFLUENT INC-CLASS A
93,040 $2.6M
QLYS QUALYS INC
18,485 $2.6M
APTV APTIV PLC
40,791 $2.5M
STX SEAGATE TECHNOLOGY HOLDINGS
28,582 $2.5M
TFII TFI INTERNATIONAL INC
16,712 $2.3M
COLM COLUMBIA SPORTSWEAR CO
26,496 $2.2M
CRI CARTER'S INC
40,377 $2.2M
APO APOLLO GLOBAL MANAGEMENT INC
13,029 $2.2M
VAC MARRIOTT VACATIONS WORLD
23,717 $2.1M
KNSL KINSALE CAPITAL GROUP INC
3,960 $1.8M
TJX TJX COMPANIES INC
15,236 $1.8M
CF CF INDUSTRIES HOLDINGS INC
21,194 $1.8M
BCO BRINK'S CO
17,507 $1.6M
ALNY ALNYLAM PHARMACEUTICALS INC
6,452 $1.5M
HRI HERC HOLDINGS INC
7,556 $1.4M
DKS DICK'S SPORTING GOODS INC
6,251 $1.4M
DLB DOLBY LABORATORIES INC-CL A
18,068 $1.4M
CNK CINEMARK HOLDINGS INC
43,276 $1.3M
RPRX ROYALTY PHARMA PLC- CL A
49,416 $1.3M
HLI HOULIHAN LOKEY INC
6,237 $1.1M
GMS1EUR GMS INC
12,276 $1.0M
STLA STELLANTIS NV
76,523 $999K
VC VISTEON CORP
11,106 $985K
ACLS AXCELIS TECHNOLOGIES INC
13,678 $956K
PLTR PALANTIR TECHNOLOGIES INC-A
12,563 $950K
CCC CCC INTELLIGENT SOLUTIONS HO
79,167 $929K
FHN FIRST HORIZON CORP
44,841 $903K
RGLD ROYAL GOLD INC
6,410 $845K
NE NOBLE CORP PLC
26,355 $828K
HLNE HAMILTON LANE INC-CLASS A
5,285 $782K
CG CARLYLE GROUP INC
14,308 $722K
HAL HALLIBURTON CO
25,799 $701K
EWZ ISHARES MSCI BRAZIL ETF
30,655 $690K
FERG FERGUSON ENTERPRISES INC
3,956 $687K
BRK/B BERKSHIRE HATHAWAY INC-CL B
1,505 $682K
NWL NEWELL BRANDS INC
66,405 $661K
AVY AVERY DENNISON CORP
3,425 $641K
SAM BOSTON BEER COMPANY INC-A
2,013 $604K
FCFS FIRSTCASH HOLDINGS INC
5,750 $596K
TROW T ROWE PRICE GROUP INC
4,834 $547K
CCIVGBP LUCID GROUP INC
176,197 $532K
CSW CSW INDUSTRIALS INC
1,499 $529K
LIN LINDE PLC
1,166 $488K
ITGR INTEGER HOLDINGS CORP
3,529 $468K
IPAR INTERPARFUMS INC
3,487 $459K
CENTA CENTRAL GARDEN AND PET CO-A
13,614 $450K
JJSF J & J SNACK FOODS CORP
2,897 $449K
F FORD MOTOR CO
42,032 $416K
ACHC ACADIA HEALTHCARE CO INC
9,894 $392K
SW SMURFIT WESTROCK PLC
7,269 $392K
SON SONOCO PRODUCTS CO
7,913 $387K
AAON AAON INC
3,268 $385K
CRVL CORVEL CORP
3,429 $382K
ICUI ICU MEDICAL INC
2,415 $375K
RLI RLI CORP
2,261 $373K
AMGN AMGEN INC
1,415 $369K
OKTA OKTA INC
4,533 $357K
NVST ENVISTA HOLDINGS CORP
18,345 $354K
AVB* AVALONBAY COMMUNITIES INC
1,600 $352K
T4H TREEHOUSE FOODS INC
9,663 $339K
DPZ DOMINO'S PIZZA INC
798 $335K
ADY AMEDISYS INC
3,686 $335K
NVCR NOVOCURE LTD
11,119 $331K
ZTO ZTO EXPRESS CAYMAN INC-ADR
16,201 $317K
BCE BCE INC
13,655 $316K
PRDO PERDOCEO EDUCATION CORP
11,685 $309K
IRTC IRHYTHM HOLDINGS INC
3,364 $303K
ENR ENERGIZER HOLDINGS INC
8,630 $301K
NARIUSD INARI MEDICAL INC
5,730 $293K
DHR DANAHER CORP
1,254 $288K
VRTX VERTEX PHARMACEUTICALS INC
710 $286K
NEOG NEOGEN CORP
23,371 $284K
REYN REYNOLDS CONSUMER PRODUCTS I
10,429 $281K
QDEL QUIDELORTHO CORP
6,257 $279K
TNDM TANDEM DIABETES CARE INC
7,378 $266K
ADUS ADDUS HOMECARE CORP
2,075 $260K
ENOV ENOVIS CORP
5,915 $260K
QIAGEN NV
5,825 $259K
HELE HELEN OF TROY LTD
4,325 $259K
TU TELUS CORP
18,562 $252K
PZZA PAPA JOHN'S INTL INC
5,998 $246K
BL BLACKLINE INC
4,018 $244K
PRVA PRIVIA HEALTH GROUP INC
12,318 $241K
EVH EVOLENT HEALTH INC - A
21,118 $238K
NEO NEOGENOMICS INC
14,397 $237K
ULTA ULTA BEAUTY INC
545 $237K
ACIW ACI WORLDWIDE INC
4,560 $237K
PHR PHREESIA INC
8,971 $226K
DOCS DOXIMITY INC-CLASS A
4,222 $225K
OMCL OMNICELL INC
4,959 $221K
IRM IRON MOUNTAIN INC
2,074 $218K
LMAT LEMAITRE VASCULAR INC
2,353 $217K
TMDX TRANSMEDICS GROUP INC
3,463 $216K
APD AIR PRODUCTS & CHEMICALS INC
735 $213K
WMK WEIS MARKETS INC
3,125 $212K
WOR WORTHINGTON ENTERPRISES INC
5,214 $209K
TEVA TEVA PHARMACEUTICAL-SP ADR
9,393 $207K
FICO FAIR ISAAC CORP
103 $205K
MMM 3M CO
1,585 $205K
MUSA MURPHY USA INC
407 $204K
AM ANTERO MIDSTREAM CORP
13,519 $204K
UFPT UFP TECHNOLOGIES INC
831 $203K
HLF HERBALIFE LTD
18,806 $126K
AHCO ADAPTHEALTH CORP
11,675 $111K
AGILON HEALTH INC
24,539 $47K

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.