whalepapers
Overview/ Bridgewater Associates, LP/ Q4 2020

Bridgewater Associates, LP

CIK 0001350694 · As of Q4 2020 · filed Feb 12, 2021

Q4 2020

Holdings

525 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$1.38B
11.9%
3,686,443 −283,029 −7.1% Reduced
VWO VANGUARD FTSE EMERGING MARKE
$659.8M
5.7%
13,167,118 +500,908 +4.0% Added
GLD SPDR GOLD SHARES
$532.4M
4.6%
2,985,081 −2,477,461 −45.4% Reduced
WMT WALMART INC
$443.8M
3.8%
3,078,593 +1,684,406 +120.8% Added
PG PROCTER & GAMBLE CO
$375.0M
3.2%
2,695,450 +1,469,974 +120.0% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$372.5M
3.2%
1,600,500 +266,419 +20.0% Added
IEMG ISHARES CORE MSCI EMERGING
$333.9M
2.9%
5,382,732 +2,222,351 +70.3% Added
IVV ISHARES CORE S&P 500 ETF
$300.7M
2.6%
801,079 +185,794 +30.2% Added
IAUUSD ISHARES GOLD TRUST
$280.7M
2.4%
15,484,906 −312,218 −2.0% Reduced
PDD PDD HOLDINGS INC
$252.7M
2.2%
1,422,126 +327,238 +29.9% Added
KO COCA-COLA CO
$248.4M
2.2%
4,530,008 +2,498,874 +123.0% Added
JNJ JOHNSON & JOHNSON
$231.3M
2.0%
1,469,769 +804,367 +120.9% Added
PEP PEPSICO INC
$219.1M
1.9%
1,477,688 +783,952 +113.0% Added
EEM ISHARES MSCI EMERGING MARKET
$197.6M
1.7%
3,824,428 −530,910 −12.2% Reduced
COST COSTCO WHOLESALE CORP
$183.3M
1.6%
486,464 +267,802 +122.5% Added
MCD MCDONALD'S CORP
$165.3M
1.4%
770,177 +419,269 +119.5% Added
FXI ISHARES CHINA LARGE-CAP ETF
$164.6M
1.4%
3,545,440 −141,921 −3.8% Reduced
VEA VANGUARD FTSE DEVELOPED ETF
$160.6M
1.4%
3,402,353 −249,637 −6.8% Reduced
EFA ISHARES MSCI EAFE ETF
$156.5M
1.4%
2,144,595 −157,371 −6.8% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$152.1M
1.3%
1,101,203 +14,574 +1.3% Added
JD JD.COM INC-ADR
$150.7M
1.3%
1,713,988 +45,480 +2.7% Added
IEFA ISHARES CORE MSCI EAFE ETF
$144.2M
1.2%
2,086,557 −153,028 −6.8% Reduced
MCHI ISHARES MSCI CHINA ETF
$133.5M
1.2%
1,648,439 −50,664 −3.0% Reduced
SBUX STARBUCKS CORP
$127.6M
1.1%
1,193,014 +645,626 +117.9% Added
BIDU BAIDU INC - SPON ADR
$108.5M
0.9%
501,736 +15,715 +3.2% Added
EL ESTEE LAUDER COMPANIES-CL A
$100.3M
0.9%
376,904 +201,325 +114.7% Added
ABT ABBOTT LABORATORIES
$100.0M
0.9%
912,926 +479,463 +110.6% Added
NIO NIO INC - ADR
$95.6M
0.8%
1,960,609 +391,153 +24.9% Added
TGT TARGET CORP
$95.1M
0.8%
538,938 +296,167 +122.0% Added
DHR DANAHER CORP
$92.6M
0.8%
416,757 +244,214 +141.5% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$86.1M
0.7%
1,472,203 +785,987 +114.5% Added
EWT ISHARES MSCI TAIWAN ETF
$78.9M
0.7%
1,485,726 +48,117 +3.3% Added
CL COLGATE-PALMOLIVE CO
$77.1M
0.7%
901,497 +474,542 +111.1% Added
CVS CVS HEALTH CORP
$55.9M
0.5%
817,779 +483,975 +145.0% Added
DG DOLLAR GENERAL CORP
$55.0M
0.5%
261,446 +139,339 +114.1% Added
ISRG INTUITIVE SURGICAL INC
$54.4M
0.5%
66,458 +40,031 +151.5% Added
MNST MONSTER BEVERAGE CORP
$53.7M
0.5%
580,747 +333,364 +134.8% Added
JPM JPMORGAN CHASE & CO
$52.4M
0.5%
412,755 +412,755 New
NEW ORIENTAL ED & TECHNOLOGY
$52.2M
0.5%
280,862 −2,355 −0.8% Reduced
TAL TAL EDUCATION GROUP- ADR
$51.8M
0.4%
724,925 +40,192 +5.9% Added
KMB KIMBERLY-CLARK CORP
$47.9M
0.4%
355,190 +186,516 +110.6% Added
BEKE KE HOLDINGS INC-ADR
$47.8M
0.4%
777,284 +690,860 +799.4% Added
SYK STRYKER CORP
$46.3M
0.4%
188,904 +98,064 +108.0% Added
VEEV VEEVA SYSTEMS INC-CLASS A
$45.0M
0.4%
165,279 +93,551 +130.4% Added
NTES NETEASE INC-ADR
$44.2M
0.4%
461,752 +309,832 +203.9% Added
STZ CONSTELLATION BRANDS INC-A
$44.1M
0.4%
201,446 +105,258 +109.4% Added
KHC KRAFT HEINZ CO
$43.8M
0.4%
1,263,185 +680,776 +116.9% Added
BAC BANK OF AMERICA CORP
$42.4M
0.4%
1,399,471 +1,399,471 New
CMG CHIPOTLE MEXICAN GRILL INC
$42.2M
0.4%
30,420 +17,330 +132.4% Added
YUMC YUM CHINA HOLDINGS INC
$41.7M
0.4%
730,465 +66,820 +10.1% Added
BF/B BROWN-FORMAN CORP-CLASS B
$38.6M
0.3%
486,560 +255,393 +110.5% Added
SYY SYSCO CORP
$37.1M
0.3%
499,421 +260,585 +109.1% Added
GIS GENERAL MILLS INC
$36.9M
0.3%
628,359 +324,734 +107.0% Added
BDX BECTON DICKINSON AND CO
$36.6M
0.3%
146,285 +77,576 +112.9% Added
TCOM TRIP.COM GROUP LTD-ADR
$35.4M
0.3%
1,050,185 +56,879 +5.7% Added
YUM YUM! BRANDS INC
$33.6M
0.3%
309,571 +166,330 +116.1% Added
MSFT MICROSOFT CORP
$33.2M
0.3%
149,263 +149,263 New
HSY HERSHEY CO
$31.7M
0.3%
208,199 +110,086 +112.2% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$31.2M
0.3%
781,312 +369,810 +89.9% Added
ADM ARCHER-DANIELS-MIDLAND CO
$29.4M
0.3%
582,713 +313,804 +116.7% Added
GDS GDS HOLDINGS LTD - ADR
$29.3M
0.3%
312,542 +61,464 +24.5% Added
EW EDWARDS LIFESCIENCES CORP
$28.6M
0.2%
313,242 +169,585 +118.0% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$28.5M
0.2%
1,014,098 +45,680 +4.7% Added
HCA HCA HEALTHCARE INC
$27.4M
0.2%
166,906 +94,121 +129.3% Added
DLTR DOLLAR TREE INC
$26.9M
0.2%
249,234 +135,348 +118.8% Added
CLX CLOROX COMPANY
$26.4M
0.2%
130,764 +67,723 +107.4% Added
MKC MCCORMICK & CO-NON VTG SHRS
$26.3M
0.2%
274,592 +210,994 +331.8% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$26.0M
0.2%
893,221 −35,037 −3.8% Reduced
BSX BOSTON SCIENTIFIC CORP
$26.0M
0.2%
722,172 +392,204 +118.9% Added
BILI BILIBILI INC-SPONSORED ADR
$26.0M
0.2%
302,746 +50,067 +19.8% Added
HRL HORMEL FOODS CORP
$25.6M
0.2%
549,754 +287,630 +109.7% Added
CERNCHF CERNER CORP
$24.3M
0.2%
309,683 +162,606 +110.6% Added
TSN TYSON FOODS INC-CL A
$23.9M
0.2%
370,532 +192,645 +108.3% Added
C CITIGROUP INC
$22.8M
0.2%
369,670 +369,670 New
KEL KELLANOVA
$22.6M
0.2%
362,611 +191,275 +111.6% Added
ALGN ALIGN TECHNOLOGY INC
$22.2M
0.2%
41,559 +23,760 +133.5% Added
CHD CHURCH & DWIGHT CO INC
$22.1M
0.2%
253,255 +132,952 +110.5% Added
ATHM AUTOHOME INC-ADR
$22.0M
0.2%
221,093 +8,699 +4.1% Added
CCEP COCA-COLA EUROPACIFIC PARTNE
$22.0M
0.2%
441,962 +225,175 +103.9% Added
SNAP SNAP INC - A
$21.6M
0.2%
431,247 −164,901 −27.7% Reduced
BAX BAXTER INTERNATIONAL INC
$21.6M
0.2%
268,996 +144,295 +115.7% Added
WFC WELLS FARGO & CO
$21.6M
0.2%
714,665 +714,665 New
IDXX IDEXX LABORATORIES INC
$21.4M
0.2%
42,737 +21,984 +105.9% Added
UPS UNITED PARCEL SERVICE-CL B
$20.9M
0.2%
124,255 −2,607 −2.1% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$20.8M
0.2%
1,083,467 +60,182 +5.9% Added
MS MORGAN STANLEY
$19.8M
0.2%
289,546 +289,546 New
KR KROGER CO
$18.6M
0.2%
585,748 +288,434 +97.0% Added
CAG CONAGRA BRANDS INC
$18.3M
0.2%
503,501 +263,343 +109.7% Added
HTHT H WORLD GROUP LTD-ADR
$18.2M
0.2%
403,440 −74,678 −15.6% Reduced
ZLAB ZAI LAB LTD-ADR
$17.9M
0.2%
132,224 +25,455 +23.8% Added
XPEV XPENG INC - ADR
$17.3M
0.1%
403,044 +379,455 +1608.6% Added
GS GOLDMAN SACHS GROUP INC
$17.3M
0.1%
65,417 +65,417 New
ZBH ZIMMER BIOMET HOLDINGS INC
$16.6M
0.1%
107,485 +58,276 +118.4% Added
DRI DARDEN RESTAURANTS INC
$16.4M
0.1%
137,372 +79,450 +137.2% Added
RMD RESMED INC
$15.8M
0.1%
74,279 +37,854 +103.9% Added
CSX CSX CORP
$15.3M
0.1%
168,666 +51,964 +44.5% Added
WDAY WORKDAY INC-CLASS A
$15.1M
0.1%
62,889 −33,709 −34.9% Reduced
UNP UNION PACIFIC CORP
$14.9M
0.1%
71,573 +31,812 +80.0% Added
BLKCHF BLACKROCK INC
$14.4M
0.1%
19,917 +19,917 New
SJM JM SMUCKER CO
$13.6M
0.1%
117,291 +61,232 +109.2% Added
TFX TELEFLEX INC
$13.5M
0.1%
32,849 +17,434 +113.1% Added
NOW SERVICENOW INC
$13.4M
0.1%
24,417 +6,291 +34.7% Added
SAM BOSTON BEER COMPANY INC-A
$12.7M
0.1%
12,759 +7,173 +128.4% Added
CHGG CHEGG INC
$12.5M
0.1%
138,656 +79,704 +135.2% Added
NEM NEWMONT CORP
$12.4M
0.1%
206,770 +130,884 +172.5% Added
NSC NORFOLK SOUTHERN CORP
$12.3M
0.1%
51,969 +456 +0.9% Added
DXCM DEXCOM INC
$12.0M
0.1%
32,524 +15,105 +86.7% Added
WST WEST PHARMACEUTICAL SERVICES
$12.0M
0.1%
42,363 +24,718 +140.1% Added
SCHW SCHWAB (CHARLES) CORP
$11.6M
0.1%
219,195 +219,195 New
LW LAMB WESTON HOLDINGS INC
$11.5M
0.1%
146,399 +77,510 +112.5% Added
BFAM BRIGHT HORIZONS FAMILY SOLUT
$11.3M
0.1%
65,546 +37,740 +135.7% Added
HO1 HOLOGIC INC
$11.3M
0.1%
154,721 +90,375 +140.5% Added
MCK MCKESSON CORP
$11.2M
0.1%
64,265 +24,460 +61.4% Added
ADBE ADOBE INC
$11.2M
0.1%
22,302 +6,990 +45.7% Added
SCCO SOUTHERN COPPER CORP
$11.1M
0.1%
170,905 +93,696 +121.4% Added
GOTU GAOTU TECHEDU INC
$10.8M
0.1%
209,585 +1,984 +1.0% Added
COR CENCORA INC
$10.7M
0.1%
109,925 +59,602 +118.4% Added
IQ IQIYI INC-ADR
$10.5M
0.1%
601,773 +64,348 +12.0% Added
ROP ROPER TECHNOLOGIES INC
$10.4M
0.1%
24,186 +6,452 +36.4% Added
GENERAL ELECTRIC CO
$10.2M
0.1%
946,581 +781,407 +473.1% Added
LABORATORY CORP AMER HLDGS
$10.0M
0.1%
49,173 +25,949 +111.7% Added
DAR DARLING INGREDIENTS INC
$10.0M
0.1%
173,149 +103,757 +149.5% Added
QSR RESTAURANT BRANDS INTERN
$9.7M
0.1%
158,825 +55,575 +53.8% Added
DPZ DOMINO'S PIZZA INC
$9.7M
0.1%
25,278 +9,833 +63.7% Added
USB US BANCORP
$9.6M
0.1%
206,354 +206,354 New
NVDA NVIDIA CORP
$9.5M
0.1%
18,107 +11,476 +173.1% Added
ARMK ARAMARK
$9.4M
0.1%
245,100 +128,229 +109.7% Added
JOYY JOYY INC-ADR
$9.4M
0.1%
117,909 +7,495 +6.8% Added
STE STERIS PLC
$9.3M
0.1%
49,231 +27,966 +131.5% Added
FCX FREEPORT-MCMORAN INC
$9.3M
0.1%
358,588 +221,370 +161.3% Added
COOPER COS INC
$9.3M
0.1%
25,532 +12,998 +103.7% Added
RNG RINGCENTRAL INC-CLASS A
$9.1M
0.1%
24,067 −11,032 −31.4% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$9.1M
0.1%
33,207 +12,333 +59.1% Added
AON AON PLC-CLASS A
$8.9M
0.1%
42,140 +42,140 New
WY WEYERHAEUSER CO
$8.9M
0.1%
265,502 −42,256 −13.7% Reduced
LUFAX HOLDING LTD
$8.8M
0.1%
617,670 +617,670 New
PNC PNC FINANCIAL SERVICES GROUP
$8.7M
0.1%
58,222 +58,222 New
AIY ACTIVISION BLIZZARD INC
$8.7M
0.1%
93,185 +34,591 +59.0% Added
WB WEIBO CORP-SPON ADR
$8.5M
0.1%
207,473 +13,161 +6.8% Added
ADSK AUTODESK INC
$8.5M
0.1%
27,818 +7,094 +34.2% Added
DE DEERE & CO
$8.5M
0.1%
31,479 +10,297 +48.6% Added
GOOGL ALPHABET INC-CL A
$8.5M
0.1%
4,830 +4,830 New
TFC TRUIST FINANCIAL CORP
$8.4M
0.1%
176,184 +176,184 New
MASI* MASIMO CORP
$8.4M
0.1%
31,380 +18,149 +137.2% Added
ABMDEUR ABIOMED INC
$8.4M
0.1%
25,917 +15,226 +142.4% Added
TAP MOLSON COORS BEVERAGE CO - B
$8.2M
0.1%
181,626 +88,122 +94.2% Added
AMAT APPLIED MATERIALS INC
$8.2M
0.1%
94,726 +29,304 +44.8% Added
BYNDEUR BEYOND MEAT INC
$8.1M
0.1%
65,071 +34,146 +110.4% Added
DGX QUEST DIAGNOSTICS INC
$8.1M
0.1%
67,743 +34,860 +106.0% Added
LUV SOUTHWEST AIRLINES CO
$8.0M
0.1%
172,248 +172,248 New
CAH CARDINAL HEALTH INC
$8.0M
0.1%
149,616 +78,954 +111.7% Added
LRCXEUR LAM RESEARCH CORP
$8.0M
0.1%
16,853 +6,121 +57.0% Added
SPLKCHF SPLUNK INC
$7.8M
0.1%
46,198 −19,220 −29.4% Reduced
QCOM QUALCOMM INC
$7.8M
0.1%
51,180 +42,547 +492.8% Added
CRWD CROWDSTRIKE HOLDINGS INC - A
$7.5M
0.1%
35,453 +35,453 New
GH GUARDANT HEALTH INC
$7.3M
0.1%
56,367 +32,496 +136.1% Added
MAR MARRIOTT INTERNATIONAL -CL A
$7.3M
0.1%
54,984 +54,984 New
CASY CASEY'S GENERAL STORES INC
$7.2M
0.1%
40,537 +23,051 +131.8% Added
FDX FEDEX CORP
$7.2M
0.1%
27,541 +4,654 +20.3% Added
USFD US FOODS HOLDING CORP
$7.1M
0.1%
212,942 +112,390 +111.8% Added
FAST FASTENAL CO
$7.1M
0.1%
145,157 −82,346 −36.2% Reduced
URI UNITED RENTALS INC
$6.9M
0.1%
29,944 +197 +0.7% Added
ANETEUR ARISTA NETWORKS INC
$6.9M
0.1%
23,771 −7,171 −23.2% Reduced
MU MICRON TECHNOLOGY INC
$6.9M
0.1%
91,214 +30,821 +51.0% Added
HLT HILTON WORLDWIDE HOLDINGS IN
$6.8M
0.1%
61,510 +61,510 New
ITW ILLINOIS TOOL WORKS
$6.8M
0.1%
33,451 +10,130 +43.4% Added
VMW* VMWARE INC-CLASS A
$6.8M
0.1%
48,452 +16,983 +54.0% Added
CSCO CISCO SYSTEMS INC
$6.5M
0.1%
146,184 +146,184 New
HELE HELEN OF TROY LTD
$6.4M
0.1%
28,968 +15,903 +121.7% Added
FTV FORTIVE CORP
$6.4M
0.1%
90,630 −10,164 −10.1% Reduced
CAT CATERPILLAR INC
$6.4M
0.1%
35,021 +10,539 +43.0% Added
BNY BANK OF NEW YORK MELLON CORP
$6.3M
0.1%
147,431 +147,431 New
META META PLATFORMS INC-CLASS A
$6.2M
0.1%
22,770 +22,770 New
EA* ELECTRONIC ARTS INC
$6.1M
0.1%
42,686 +15,398 +56.4% Added
FRPT FRESHPET INC
$6.1M
0.1%
42,953 +23,461 +120.4% Added
TXN TEXAS INSTRUMENTS INC
$5.8M
0.1%
35,511 +21,185 +147.9% Added
TXRH TEXAS ROADHOUSE INC
$5.8M
0.1%
74,365 +40,601 +120.2% Added
XRAY DENTSPLY SIRONA INC
$5.8M
0.1%
110,638 +55,770 +101.6% Added
OLLI OLLIE'S BARGAIN OUTLET HOLDI
$5.7M
0.0%
70,274 +41,898 +147.7% Added
TDOC TELADOC HEALTH INC
$5.7M
0.0%
28,317 +28,317 New
EWY ISHARES MSCI SOUTH KOREA ETF
$5.7M
0.0%
65,695 −3,476 −5.0% Reduced
SPGI S&P GLOBAL INC
$5.6M
0.0%
17,000 +3,739 +28.2% Added
PAYC PAYCOM SOFTWARE INC
$5.6M
0.0%
12,338 −10,522 −46.0% Reduced
EMR EMERSON ELECTRIC CO
$5.6M
0.0%
69,086 +24,680 +55.6% Added
MLM MARTIN MARIETTA MATERIALS
$5.6M
0.0%
19,549 −5,826 −23.0% Reduced
ADY AMEDISYS INC
$5.5M
0.0%
18,838 +10,932 +138.3% Added
EWZ ISHARES MSCI BRAZIL ETF
$5.5M
0.0%
147,111 −20,536 −12.2% Reduced
INGR INGREDION INC
$5.4M
0.0%
68,544 +36,680 +115.1% Added
ONC BEONE MEDICINES LTD-ADR
$5.4M
0.0%
20,799 +20,799 New
DAL DELTA AIR LINES INC
$5.3M
0.0%
133,001 +133,001 New
ADI ANALOG DEVICES INC
$5.3M
0.0%
36,089 +8,406 +30.4% Added
LINDE PLC
$5.3M
0.0%
20,149 +20,149 New
ZS ZSCALER INC
$5.2M
0.0%
26,098 −10,677 −29.0% Reduced
PYPL PAYPAL HOLDINGS INC
$5.2M
0.0%
21,990 +21,990 New
MZTI MARZETTI COMPANY
$5.1M
0.0%
27,984 +14,588 +108.9% Added
UHS UNIVERSAL HEALTH SERVICES-B
$5.1M
0.0%
37,342 +18,164 +94.7% Added
VMC VULCAN MATERIALS CO
$5.1M
0.0%
34,540 −19,403 −36.0% Reduced
LOPE GRAND CANYON EDUCATION INC
$5.1M
0.0%
54,419 +32,996 +154.0% Added
TROW T ROWE PRICE GROUP INC
$5.0M
0.0%
32,837 +32,837 New
CHE CHEMED CORP
$4.9M
0.0%
9,136 +5,136 +128.4% Added
APH AMPHENOL CORP-CL A
$4.9M
0.0%
37,198 +9,010 +32.0% Added
FLO FLOWERS FOODS INC
$4.9M
0.0%
214,441 +111,359 +108.0% Added
TEL1USD TE CONNECTIVITY LTD
$4.8M
0.0%
39,960 +10,933 +37.7% Added
LBEUR L BRANDS INC
$4.8M
0.0%
129,094 +14,363 +12.5% Added
PANW PALO ALTO NETWORKS INC
$4.7M
0.0%
13,316 +4,215 +46.3% Added
CDNS CADENCE DESIGN SYS INC
$4.7M
0.0%
34,299 +7,952 +30.2% Added
QDELUSD QUIDELORTHO CORP
$4.6M
0.0%
25,608 +14,911 +139.4% Added
A AGILENT TECHNOLOGIES INC
$4.5M
0.0%
38,099 +8,901 +30.5% Added
HSIC HENRY SCHEIN INC
$4.5M
0.0%
66,811 +34,000 +103.6% Added
IP INTERNATIONAL PAPER CO
$4.4M
0.0%
89,195 −73,037 −45.0% Reduced
HLF HERBALIFE LTD
$4.4M
0.0%
92,108 +21,520 +30.5% Added
ZEN1EUR ZENDESK INC
$4.4M
0.0%
30,719 −12,972 −29.7% Reduced
GWW WW GRAINGER INC
$4.4M
0.0%
10,745 −5,843 −35.2% Reduced
STT STATE STREET CORP
$4.3M
0.0%
58,995 +58,995 New
MOMOUSD MOMO INC-SPON ADR
$4.2M
0.0%
302,195 +12,240 +4.2% Added
AMD ADVANCED MICRO DEVICES
$4.2M
0.0%
45,706 +23,875 +109.4% Added
PPC PILGRIM'S PRIDE CORP
$4.2M
0.0%
212,081 +85,779 +67.9% Added
KLAC KLA CORP
$4.1M
0.0%
16,008 +4,432 +38.3% Added
PH PARKER HANNIFIN CORP
$4.0M
0.0%
14,671 +4,500 +44.2% Added
MKTX MARKETAXESS HOLDINGS INC
$4.0M
0.0%
6,972 +6,972 New
DDOG DATADOG INC - CLASS A
$3.9M
0.0%
40,072 +40,072 New
HCM HUTCHMED CHINA-ADR
$3.9M
0.0%
120,909 +10,004 +9.0% Added
AKX ANSYS INC
$3.8M
0.0%
10,557 +2,455 +30.3% Added
BZUN BAOZUN INC-SPN ADR
$3.8M
0.0%
110,195 +11,654 +11.8% Added
LYB LYONDELLBASELL INDU-CL A
$3.8M
0.0%
41,083 +7,741 +23.2% Added
PFGC PERFORMANCE FOOD GROUP CO
$3.8M
0.0%
78,979 +78,979 New
AMP AMERIPRISE FINANCIAL INC
$3.8M
0.0%
19,319 +19,319 New
BALL BALL CORP
$3.7M
0.0%
40,207 +9,363 +30.4% Added
CMI CUMMINS INC
$3.7M
0.0%
16,495 +4,944 +42.8% Added
HUBS HUBSPOT INC
$3.7M
0.0%
9,442 −3,155 −25.0% Reduced
FRCB FIRST REPUBLIC BANK/CA
$3.7M
0.0%
25,329 +25,329 New
CHRW C.H. ROBINSON WORLDWIDE INC
$3.7M
0.0%
39,502 −3,614 −8.4% Reduced
PEN PENUMBRA INC
$3.7M
0.0%
21,078 +12,637 +149.7% Added
BA BOEING CO
$3.6M
0.0%
16,970 +16,970 New
GLW CORNING INC
$3.6M
0.0%
100,901 +28,346 +39.1% Added
MCHP MICROCHIP TECHNOLOGY INC
$3.6M
0.0%
26,254 +7,048 +36.7% Added
SIVBEUR SVB FINANCIAL GROUP
$3.6M
0.0%
9,319 +9,319 New
FITB FIFTH THIRD BANCORP
$3.6M
0.0%
130,814 +130,814 New
NUE NUCOR CORP
$3.6M
0.0%
67,191 −57,429 −46.1% Reduced
MSI MOTOROLA SOLUTIONS INC
$3.5M
0.0%
20,830 +4,774 +29.7% Added
DAY DAYFORCE INC
$3.5M
0.0%
33,046 −7,456 −18.4% Reduced
PKG PACKAGING CORP OF AMERICA
$3.5M
0.0%
25,359 −13,265 −34.3% Reduced
FICO FAIR ISAAC CORP
$3.4M
0.0%
6,700 −5,111 −43.3% Reduced
PWR QUANTA SERVICES INC
$3.4M
0.0%
47,479 −9,355 −16.5% Reduced
ORCL ORACLE CORP
$3.4M
0.0%
51,817 +51,817 New
KEYS KEYSIGHT TECHNOLOGIES IN
$3.3M
0.0%
25,231 +7,547 +42.7% Added
NOAH NOAH HOLDINGS LTD-SPON ADS
$3.3M
0.0%
69,436 +4,167 +6.4% Added
AJG ARTHUR J GALLAGHER & CO
$3.3M
0.0%
26,347 +26,347 New
PCAR PACCAR INC
$3.2M
0.0%
36,741 +9,682 +35.8% Added
DECK DECKERS OUTDOOR CORP
$3.1M
0.0%
10,923 −489 −4.3% Reduced
ZNGA ZYNGA INC - CL A
$3.1M
0.0%
314,414 −76,145 −19.5% Reduced
GRMN GARMIN LTD
$3.0M
0.0%
25,434 +6,332 +33.1% Added
FTNT FORTINET INC
$3.0M
0.0%
19,957 +4,666 +30.5% Added
ROK ROCKWELL AUTOMATION INC
$3.0M
0.0%
11,786 +3,366 +40.0% Added
GILD GILEAD SCIENCES INC
$2.9M
0.0%
50,600 +50,600 New
HRC HILL-ROM HOLDINGS INC
$2.9M
0.0%
30,037 +13,713 +84.0% Added
DOW DOW INC
$2.9M
0.0%
52,305 +22,547 +75.8% Added
FDS FACTSET RESEARCH SYSTEMS INC
$2.9M
0.0%
8,690 −6,749 −43.7% Reduced
ETN EATON CORP PLC
$2.9M
0.0%
23,913 −6,925 −22.5% Reduced
RF REGIONS FINANCIAL CORP
$2.8M
0.0%
176,342 +176,342 New
AME AMETEK INC
$2.8M
0.0%
23,417 +6,334 +37.1% Added
CFG CITIZENS FINANCIAL GROUP
$2.8M
0.0%
78,451 +78,451 New
NYT NEW YORK TIMES CO-A
$2.8M
0.0%
54,114 −13,822 −20.3% Reduced
NTRS NORTHERN TRUST CORP
$2.7M
0.0%
29,146 +29,146 New
ABBV ABBVIE INC
$2.7M
0.0%
25,294 +25,294 New
INOV INOVALON HOLDINGS INC - A
$2.7M
0.0%
148,024 +131,572 +799.7% Added
HUYA HUYA INC-ADR
$2.7M
0.0%
134,900 +26,260 +24.2% Added
JOBSUSD 51JOB INC-ADR
$2.7M
0.0%
38,193 −12,379 −24.5% Reduced
ACM AECOM
$2.7M
0.0%
53,325 −12,779 −19.3% Reduced
MIDD MIDDLEBY CORP
$2.6M
0.0%
20,344 −2,292 −10.1% Reduced
FIZZ NATIONAL BEVERAGE CORP
$2.6M
0.0%
30,301 +30,301 New
SWKS SKYWORKS SOLUTIONS INC
$2.6M
0.0%
16,793 +4,981 +42.2% Added
OTIS OTIS WORLDWIDE CORP
$2.5M
0.0%
37,501 +11,221 +42.7% Added
MA MASTERCARD INC - A
$2.5M
0.0%
7,094 +7,094 New
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$2.5M
0.0%
6,554 +1,515 +30.1% Added
MTB M & T BANK CORP
$2.5M
0.0%
19,715 +19,715 New
DELL DELL TECHNOLOGIES -C
$2.5M
0.0%
33,660 +8,872 +35.8% Added
KEY KEYCORP
$2.5M
0.0%
150,023 +150,023 New
ZM ZOOM COMMUNICATIONS INC
$2.4M
0.0%
7,233 +7,233 New
GWRE GUIDEWIRE SOFTWARE INC
$2.4M
0.0%
18,910 −14,968 −44.2% Reduced
RHI ROBERT HALF INC
$2.4M
0.0%
38,274 −8,383 −18.0% Reduced
YUSD ALLEGHANY CORP
$2.4M
0.0%
3,946 −1,886 −32.3% Reduced
BERY* BERRY GLOBAL GROUP INC
$2.4M
0.0%
42,156 −11,871 −22.0% Reduced
KSUEUR KANSAS CITY SOUTHERN
$2.4M
0.0%
11,527 +2,613 +29.3% Added
UI UBIQUITI INC
$2.4M
0.0%
8,446 −11,308 −57.2% Reduced
ABX BARRICK GOLD CORP
$2.3M
0.0%
102,073 +102,073 New
PNR PENTAIR PLC
$2.3M
0.0%
43,158 −25,313 −37.0% Reduced
BEN FRANKLIN TEMPLETON INC
$2.3M
0.0%
90,980 +90,980 New
PENN PENN ENTERTAINMENT INC
$2.2M
0.0%
25,953 +25,953 New
PFG PRINCIPAL FINANCIAL GROUP
$2.2M
0.0%
44,983 +44,983 New
FSLR FIRST SOLAR INC
$2.2M
0.0%
22,537 +3,918 +21.0% Added
TTC TORO CO
$2.2M
0.0%
23,359 −20,326 −46.5% Reduced
APTIV PLC
$2.2M
0.0%
16,676 −53,523 −76.2% Reduced
SWK STANLEY BLACK & DECKER INC
$2.2M
0.0%
12,151 +7,508 +161.7% Added
CSL CARLISLE COS INC
$2.1M
0.0%
13,758 −8,400 −37.9% Reduced
QRVO QORVO INC
$2.1M
0.0%
12,886 +4,779 +58.9% Added
MGM MGM RESORTS INTERNATIONAL
$2.1M
0.0%
67,898 +67,898 New
HUBB HUBBELL INC
$2.1M
0.0%
13,619 −8,469 −38.3% Reduced
PPG PPG INDUSTRIES INC
$2.1M
0.0%
14,450 −46,892 −76.4% Reduced
TT TRANE TECHNOLOGIES PLC
$2.1M
0.0%
14,295 −49,248 −77.5% Reduced
NWL NEWELL BRANDS INC
$2.1M
0.0%
97,131 −77,936 −44.5% Reduced
TRMB TRIMBLE INC
$2.1M
0.0%
30,766 +7,121 +30.1% Added
WLK WESTLAKE CORP
$2.0M
0.0%
24,993 −27,712 −52.6% Reduced
HOG HARLEY-DAVIDSON INC
$2.0M
0.0%
55,121 −8,122 −12.8% Reduced
LAMR LAMAR ADVERTISING CO-A
$2.0M
0.0%
24,313 −16,748 −40.8% Reduced
EXPD EXPEDITORS INTL WASH INC
$2.0M
0.0%
20,809 +4,145 +24.9% Added
TER TERADYNE INC
$2.0M
0.0%
16,486 +4,183 +34.0% Added
HBAN HUNTINGTON BANCSHARES INC
$2.0M
0.0%
156,340 +156,340 New
CTXSEUR CITRIX SYSTEMS INC
$2.0M
0.0%
15,123 +3,450 +29.6% Added
RJF RAYMOND JAMES FINANCIAL INC
$2.0M
0.0%
20,418 +20,418 New
NTAP NETAPP INC
$1.9M
0.0%
29,065 +8,085 +38.5% Added
SINA SINA CORP
$1.9M
0.0%
45,058 −2,281 −4.8% Reduced
AMGN AMGEN INC
$1.9M
0.0%
8,200 +8,200 New
OSK OSHKOSH CORP
$1.9M
0.0%
21,813 −6,306 −22.4% Reduced
SNA SNAP-ON INC
$1.9M
0.0%
10,942 −276 −2.5% Reduced
XYL XYLEM INC
$1.8M
0.0%
18,152 +4,837 +36.3% Added
FMC FMC CORP
$1.8M
0.0%
15,968 +3,724 +30.4% Added
DOV DOVER CORP
$1.8M
0.0%
14,474 +3,758 +35.1% Added
WTW WILLIS TOWERS WATSON PLC
$1.8M
0.0%
8,616 +8,616 New
EQH EQUITABLE HOLDINGS INC
$1.8M
0.0%
70,529 +70,529 New
RS RELIANCE INC
$1.8M
0.0%
14,741 −11,529 −43.9% Reduced
IPGP IPG PHOTONICS CORP
$1.7M
0.0%
7,795 +2,483 +46.7% Added
JECUSD JACOBS ENGINEERING GROUP INC
$1.7M
0.0%
15,954 +3,658 +29.7% Added
HPE HEWLETT PACKARD ENTERPRISE
$1.7M
0.0%
146,261 +18,036 +14.1% Added
CGNX COGNEX CORP
$1.7M
0.0%
21,474 +5,118 +31.3% Added
AYI ACUITY INC
$1.7M
0.0%
14,212 −2,109 −12.9% Reduced
PTC PTC INC
$1.7M
0.0%
14,279 +3,319 +30.3% Added
BHC BAUSCH HEALTH COS INC
$1.6M
0.0%
78,814 +78,814 New
CDK CDK GLOBAL INC
$1.6M
0.0%
31,363 −18,125 −36.6% Reduced
MPWR MONOLITHIC POWER SYSTEMS INC
$1.6M
0.0%
4,430 +1,016 +29.8% Added
BRO BROWN & BROWN INC
$1.6M
0.0%
33,737 +33,737 New
OXY OCCIDENTAL PETROLEUM CORP
$1.6M
0.0%
91,682 +91,682 New
NET CLOUDFLARE INC - CLASS A
$1.6M
0.0%
20,619 +20,619 New
ALSN ALLISON TRANSMISSION HOLDING
$1.5M
0.0%
35,814 −10,307 −22.3% Reduced
FFIV F5 INC
$1.5M
0.0%
8,782 +2,672 +43.7% Added
KGC KINROSS GOLD CORP
$1.5M
0.0%
210,192 +210,192 New
AA ALCOA CORP
$1.5M
0.0%
66,454 −10,275 −13.4% Reduced
IEX IDEX CORP
$1.5M
0.0%
7,652 +2,107 +38.0% Added
ALXN ALEXION PHARMACEUTICALS INC
$1.5M
0.0%
9,500 +9,500 New
LPLA LPL FINANCIAL HOLDINGS INC
$1.5M
0.0%
14,137 +14,137 New
IVZ INVESCO LTD
$1.5M
0.0%
84,402 +84,402 New
SON SONOCO PRODUCTS CO
$1.4M
0.0%
24,353 −17,045 −41.2% Reduced
PLANUSD ANAPLAN INC
$1.4M
0.0%
20,033 −9,173 −31.4% Reduced
GIB CGI INC
$1.4M
0.0%
17,926 +17,926 New
ON ON SEMICONDUCTOR
$1.4M
0.0%
43,354 +10,875 +33.5% Added
WAB WABTEC CORP
$1.4M
0.0%
19,148 +4,036 +26.7% Added
QURATE RETAIL INC
$1.4M
0.0%
125,192 −47,828 −27.6% Reduced
VOYA VOYA FINANCIAL INC
$1.4M
0.0%
23,187 +23,187 New
TXT TEXTRON INC
$1.4M
0.0%
28,139 +5,374 +23.6% Added
FEYECHF MANDIANT INC
$1.3M
0.0%
57,750 −33,359 −36.6% Reduced
SBNY SIGNATURE BANK
$1.3M
0.0%
9,836 +9,836 New
OLED UNIVERSAL DISPLAY CORP
$1.3M
0.0%
5,790 +1,624 +39.0% Added
0VVB PARAMOUNT GLOBAL-CLASS B
$1.3M
0.0%
35,726 +35,726 New
EWBC EAST WEST BANCORP INC
$1.3M
0.0%
25,987 +25,987 New
NWSA NEWS CORP - CLASS A
$1.3M
0.0%
72,621 +13,829 +23.5% Added
FLEX FLEX LTD
$1.3M
0.0%
71,803 +24,519 +51.9% Added
CR1USD CRANE CO
$1.3M
0.0%
16,433 −7,533 −31.4% Reduced
AYXEUR ALTERYX INC - CLASS A
$1.3M
0.0%
10,393 −3,467 −25.0% Reduced
VFC VF CORP
$1.2M
0.0%
14,546 −86,750 −85.6% Reduced
EMN EASTMAN CHEMICAL CO
$1.2M
0.0%
12,232 −1,285 −9.5% Reduced
IR INGERSOLL-RAND INC
$1.2M
0.0%
26,662 +10,485 +64.8% Added
ST SENSATA TECHNOLOGIES HOLDPLC
$1.2M
0.0%
22,952 +11,000 +92.0% Added
CMA COMERICA INC
$1.2M
0.0%
21,376 +21,376 New
GGG GRACO INC
$1.2M
0.0%
16,430 +4,590 +38.8% Added
MANH MANHATTAN ASSOCIATES INC
$1.2M
0.0%
11,303 −14,569 −56.3% Reduced
NDSN NORDSON CORP
$1.2M
0.0%
5,809 +1,600 +38.0% Added
MSM MSC INDUSTRIAL DIRECT CO-A
$1.2M
0.0%
13,726 −8,913 −39.4% Reduced
STLD STEEL DYNAMICS INC
$1.1M
0.0%
30,688 −56,130 −64.7% Reduced
CREE INC
$1.1M
0.0%
10,508 +2,702 +34.6% Added
WRKUSD WESTROCK CO
$1.1M
0.0%
25,495 +25,495 New
ENTG ENTEGRIS INC
$1.1M
0.0%
11,413 +3,539 +44.9% Added
ZION ZIONS BANCORP NA
$1.1M
0.0%
25,205 +25,205 New
JWNUSD NORDSTROM INC
$1.1M
0.0%
35,043 −29,737 −45.9% Reduced
FHN FIRST HORIZON CORP
$1.1M
0.0%
85,327 +85,327 New
LBTYAUSD LIBERTY GLOBAL PLC-A
$1.1M
0.0%
44,914 +44,914 New
WYNN WYNN RESORTS LTD
$1.1M
0.0%
9,578 −616 −6.0% Reduced
SEIC SEI INVESTMENTS COMPANY
$1.1M
0.0%
18,610 +18,610 New
THOMSON REUTERS CORP.
$1.1M
0.0%
12,938 +12,938 New
JEF JEFFERIES FINANCIAL GROUP IN
$1.1M
0.0%
42,896 +42,896 New
ATR APTARGROUP INC
$1.0M
0.0%
7,412 −6,987 −48.5% Reduced
DT DYNATRACE INC
$1.0M
0.0%
23,398 −6,259 −21.1% Reduced
ARCC ARES CAPITAL CORP
$1.0M
0.0%
59,875 +59,875 New
TWTR TWITTER INC
$1.0M
0.0%
18,587 +18,587 New
WSO WATSCO INC
$996K
0.0%
4,398 −903 −17.0% Reduced
SLB SLB LTD
$995K
0.0%
45,594 +45,594 New
TKR TIMKEN CO
$978K
0.0%
12,643 −1,121 −8.1% Reduced
BKNG BOOKING HOLDINGS INC
$976K
0.0%
438 +438 New
NVR NVR INC
$975K
0.0%
239 −721 −75.1% Reduced
H HYATT HOTELS CORP - CL A
$970K
0.0%
13,066 +13,066 New
BBY BEST BUY CO INC
$963K
0.0%
9,648 +9,648 New
BTG B2GOLD CORP
$959K
0.0%
171,285 +171,285 New
CSGP COSTAR GROUP INC
$959K
0.0%
1,038 +1,038 New
JNPR* JUNIPER NETWORKS INC
$958K
0.0%
42,550 +9,416 +28.4% Added
KBR KBR INC
$958K
0.0%
30,971 +553 +1.8% Added
DISH DISH NETWORK CORP-A
$955K
0.0%
29,523 +29,523 New
RPM RPM INTERNATIONAL INC
$945K
0.0%
10,412 −23,257 −69.1% Reduced
UHAL U-HAUL HOLDING CO
$942K
0.0%
2,075 −3,133 −60.2% Reduced
BYD BOYD GAMING CORP
$884K
0.0%
20,606 +20,606 New
CNI CANADIAN NATL RAILWAY CO
$883K
0.0%
8,037 +8,037 New
SEALED AIR CORP NEW
$873K
0.0%
19,066 +4,358 +29.6% Added
CBSH COMMERCE BANCSHARES INC
$872K
0.0%
13,279 +13,279 New
DOUYU INTL HLDGS LTD
$871K
0.0%
78,778 +78,778 New
NKE NIKE INC -CL B
$869K
0.0%
6,143 +6,143 New
AMKR AMKOR TECHNOLOGY INC
$861K
0.0%
57,098 −21,912 −27.7% Reduced
VRTX VERTEX PHARMACEUTICALS INC
$858K
0.0%
3,630 +3,630 New
FOXA FOX CORP - CLASS A
$851K
0.0%
29,230 +29,230 New
AMG AFFILIATED MANAGERS GROUP
$848K
0.0%
8,337 +8,337 New
TGNA TEGNA INC
$846K
0.0%
60,681 −29,600 −32.8% Reduced
PBCTEUR PEOPLE'S UNITED FINANCIAL
$833K
0.0%
64,394 +64,394 New
CMC COMMERCIAL METALS CO
$828K
0.0%
40,329 −8,809 −17.9% Reduced
VSH VISHAY INTERTECHNOLOGY INC
$822K
0.0%
39,692 −8,875 −18.3% Reduced
CANOPY GROWTH CORP
$811K
0.0%
32,981 +32,981 New
SEDG SOLAREDGE TECHNOLOGIES INC
$809K
0.0%
2,534 +2,534 New
VIAV VIAVI SOLUTIONS INC
$784K
0.0%
52,337 −1,071 −2.0% Reduced
CFR CULLEN/FROST BANKERS INC
$778K
0.0%
8,919 +8,919 New
TEX TEREX CORP
$778K
0.0%
22,307 −6,033 −21.3% Reduced
CHH CHOICE HOTELS INTL INC
$775K
0.0%
7,264 +7,264 New
ALK ALASKA AIR GROUP INC
$763K
0.0%
14,672 +14,672 New
NYCBEUR NEW YORK COMMUNITY BANCORP
$752K
0.0%
71,293 +71,293 New
AGCO AGCO CORP
$748K
0.0%
7,259 +1,328 +22.4% Added
DISCAUSD DISCOVERY INC - A
$736K
0.0%
24,444 +24,444 New
ODFL OLD DOMINION FREIGHT LINE
$734K
0.0%
3,763 −26,741 −87.7% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$733K
0.0%
22,640 +22,640 New
BPOP POPULAR INC
$729K
0.0%
12,943 +12,943 New
CTSH COGNIZANT TECH SOLUTIONS-A
$727K
0.0%
8,875 +8,875 New
GNRC GENERAC HOLDINGS INC
$726K
0.0%
3,192 +3,192 New
DCI DONALDSON CO INC
$713K
0.0%
12,754 +3,473 +37.4% Added
OTEX OPEN TEXT CORP
$713K
0.0%
15,705 +15,705 New
AVLRUSD AVALARA INC
$705K
0.0%
4,274 +2,373 +124.8% Added
LECO LINCOLN ELECTRIC HOLDINGS
$701K
0.0%
6,031 +1,607 +36.3% Added
BROOKFIELD ASSET MGMT INC
$677K
0.0%
16,386 Held
RPRX ROYALTY PHARMA PLC- CL A
$677K
0.0%
13,535 +13,535 New
BWXT BWX TECHNOLOGIES INC
$669K
0.0%
11,095 +11,095 New
CRON CRONOS GROUP INC
$666K
0.0%
96,010 +96,010 New
BKR BAKER HUGHES CO
$665K
0.0%
31,886 +31,886 New
MIC2EUR MACQUARIE INFRASTRUCTURE HOL
$665K
0.0%
17,719 +17,719 New
MLKN MILLERKNOLL INC
$655K
0.0%
19,383 −4,564 −19.1% Reduced
YRI YAMANA GOLD INC
$650K
0.0%
113,938 +92,015 +419.7% Added
WOR WORTHINGTON ENTERPRISES INC
$648K
0.0%
12,615 −9,407 −42.7% Reduced
SSRM SSR MINING INC
$614K
0.0%
30,591 +30,591 New
SKAA SKECHERS USA INC-CL A
$602K
0.0%
16,749 +1,326 +8.6% Added
BSTIN BEST INC - ADR
$600K
0.0%
294,030 −100,234 −25.4% Reduced
SHOP SHOPIFY INC - CLASS A
$598K
0.0%
530 +530 New
OZK BANK OZK
$584K
0.0%
18,680 +18,680 New
MATX MATSON INC
$583K
0.0%
10,235 −3,876 −27.5% Reduced
INTU INTUIT INC
$580K
0.0%
1,528 +1,528 New
XLNXEUR XILINX INC
$572K
0.0%
4,036 −13,103 −76.5% Reduced
UFS DOMTAR CORP
$563K
0.0%
17,796 −4,982 −21.9% Reduced
STN STANTEC INC
$551K
0.0%
17,012 +17,012 New
ENPH ENPHASE ENERGY INC
$545K
0.0%
3,108 +3,108 New
MAN MANPOWERGROUP INC
$541K
0.0%
5,997 +197 +3.4% Added
MMM 3M CO
$541K
0.0%
3,094 +3,094 New
LEA LEAR CORP
$529K
0.0%
3,328 −12,591 −79.1% Reduced
VLY VALLEY NATIONAL BANCORP
$526K
0.0%
53,912 +53,912 New
RMBS RAMBUS INC
$524K
0.0%
30,034 −16,908 −36.0% Reduced
XPO XPO INC
$524K
0.0%
4,397 −1,022 −18.9% Reduced
FHI FEDERATED HERMES INC
$521K
0.0%
18,024 +18,024 New
GPC GENUINE PARTS CO
$521K
0.0%
5,187 −33,135 −86.5% Reduced
VAREUR VARIAN MEDICAL SYSTEMS INC
$517K
0.0%
2,953 −231 −7.3% Reduced
BOKF BOK FINANCIAL CORPORATION
$516K
0.0%
7,529 +7,529 New
WPM WHEATON PRECIOUS METALS CORP
$512K
0.0%
12,275 +12,275 New
CC CHEMOURS CO
$503K
0.0%
20,277 +3,871 +23.6% Added
ATI ATI INC
$501K
0.0%
29,885 +529 +1.8% Added
ODP1 ODP CORP
$499K
0.0%
17,033 −4,699 −21.6% Reduced
NATIONAL INSTRS CORP
$497K
0.0%
11,309 −1,112 −9.0% Reduced
MGA MAGNA INTERNATIONAL INC
$491K
0.0%
6,936 +6,936 New
TDG TRANSDIGM GROUP INC
$481K
0.0%
777 +777 New
BOH BANK OF HAWAII CORP
$467K
0.0%
6,090 +6,090 New
PACWUSD PACWEST BANCORP
$463K
0.0%
18,210 +18,210 New
XRX XEROX HOLDINGS CORP
$463K
0.0%
19,945 −1,333 −6.3% Reduced
EGO ELDORADO GOLD CORP
$452K
0.0%
34,115 +34,115 New
GEF GREIF INC-CL A
$448K
0.0%
9,552 −10,460 −52.3% Reduced
PCTY PAYLOCITY HOLDING CORP
$447K
0.0%
2,170 +884 +68.7% Added
ARW ARROW ELECTRONICS INC
$442K
0.0%
4,541 −3,211 −41.4% Reduced
TFII TFI INTERNATIONAL INC
$442K
0.0%
8,584 +8,584 New
COLFAX CORP
$441K
0.0%
11,525 +2,276 +24.6% Added
AEM AGNICO EAGLE MINES LTD
$436K
0.0%
6,199 +6,199 New
GJB STEELCASE INC-CL A
$428K
0.0%
31,572 −15,789 −33.3% Reduced
CRESCENT PT ENERGY CORP
$427K
0.0%
183,339 +33,828 +22.6% Added
CAE CAE INC
$424K
0.0%
15,320 +15,320 New
LKQ LKQ CORP
$405K
0.0%
11,483 −69,263 −85.8% Reduced
TAC TRANSALTA CORP
$405K
0.0%
53,359 +53,359 New
ASB ASSOCIATED BANC-CORP
$402K
0.0%
23,598 +23,598 New
STAYUSD EXTENDED STAY AMERICA INC
$395K
0.0%
26,668 +26,668 New
JAZZ JAZZ PHARMACEUTICALS PLC
$372K
0.0%
2,255 +2,255 New
JBHT HUNT (JB) TRANSPRT SVCS INC
$368K
0.0%
2,692 −24,737 −90.2% Reduced
WYNEUR WYNDHAM DESTINATIONS INC
$355K
0.0%
7,920 +7,920 New
DLX DELUXE CORP
$353K
0.0%
12,081 −5,179 −30.0% Reduced
COHREUR COHERENT INC
$352K
0.0%
2,348 +128 +5.8% Added
EQX EQUINOX GOLD CORP
$350K
0.0%
33,898 +33,898 New
TTWO TAKE-TWO INTERACTIVE SOFTWRE
$350K
0.0%
1,683 +1,683 New
CCJ CAMECO CORP
$349K
0.0%
26,107 +26,107 New
IAG IAMGOLD CORP
$344K
0.0%
93,742 +93,742 New
GHC GRAHAM HOLDINGS CO-CLASS B
$341K
0.0%
640 −1,108 −63.4% Reduced
EWW ISHARES MSCI MEXICO ETF
$335K
0.0%
7,798 −1,781 −18.6% Reduced
EOG EOG RESOURCES INC
$319K
0.0%
6,405 +6,405 New
TFSL TFS FINANCIAL CORP
$315K
0.0%
17,841 +17,841 New
RCI ROGERS COMMUNICATIONS INC-B
$310K
0.0%
6,659 +6,659 New
RBAGBP RITCHIE BROS AUCTIONEERS
$308K
0.0%
4,435 +4,435 New
FNV FRANCO-NEVADA CORP
$302K
0.0%
2,411 +2,411 New
LEN LENNAR CORP-A
$291K
0.0%
3,820 −79,085 −95.4% Reduced
NGDN NEW GOLD INC
$290K
0.0%
132,005 +132,005 New
WAFD WAFD INC
$285K
0.0%
11,078 +11,078 New
PVG1EUR PRETIUM RESOURCES INC
$279K
0.0%
24,361 +24,361 New
NRG NRG ENERGY INC
$274K
0.0%
7,309 +7,309 New
PAAS PAN AMERICAN SILVER CORP
$274K
0.0%
7,964 +7,964 New
SJR/BEUR SHAW COMMUNICATIONS INC-B
$270K
0.0%
15,390 +15,390 New
BB BLACKBERRY LTD
$266K
0.0%
40,096 +40,096 New
NEPTGBP NEPTUNE WELLNESS SOLUTIONS I
$263K
0.0%
168,823 +122,742 +266.4% Added
DOO BRP INC/CA- SUB VOTING
$261K
0.0%
3,949 +3,949 New
DHI DR HORTON INC
$261K
0.0%
3,785 −90,737 −96.0% Reduced
ZTS ZOETIS INC
$258K
0.0%
1,559 +1,559 New
MXIM MAXIM INTEGRATED PRODUCTS
$257K
0.0%
2,897 +2,897 New
TU TELUS CORP
$257K
0.0%
13,000 +13,000 New
HBM HUDBAY MINERALS INC
$255K
0.0%
36,422 +36,422 New
SGENUSD SEAGEN INC
$254K
0.0%
1,449 +1,449 New
VISN VISTANCE NETWORKS INC
$243K
0.0%
18,134 −578 −3.1% Reduced
EXPE EXPEDIA GROUP INC
$241K
0.0%
1,822 +1,822 New
ZG ZILLOW GROUP INC - A
$239K
0.0%
1,760 +1,760 New
CFFN CAPITOL FEDERAL FINANCIAL IN
$221K
0.0%
17,719 +17,719 New
ILMN ILLUMINA INC
$212K
0.0%
574 +574 New
CNQ CANADIAN NATURAL RESOURCES
$210K
0.0%
8,730 +8,730 New
BCBUSD PRIMO WATER CORP
$183K
0.0%
11,696 +11,696 New
CVE CENOVUS ENERGY INC
$137K
0.0%
22,520 +22,520 New
VET VERMILION ENERGY INC
$47K
0.0%
10,602 +10,602 New

Sold positions

74 closed in Q4 2020 · shares & value as of prior filing
Holding Shares sold Prior value
TSLA TESLA INC
35,650 $15.3M
LULU LULULEMON ATHLETICA INC
33,877 $11.2M
LOW LOWE'S COS INC
65,196 $10.8M
SHW SHERWIN-WILLIAMS CO
15,509 $10.8M
JCI JOHNSON CONTROLS INTERNATION
193,385 $7.9M
HD HOME DEPOT INC
23,690 $6.6M
LVGO* LIVONGO HEALTH INC
46,494 $6.5M
DWDPEUR DUPONT DE NEMOURS INC
107,549 $6.0M
ECL ECOLAB INC
28,847 $5.8M
KMX CARMAX INC
42,673 $3.9M
MAS MASCO CORP
67,721 $3.7M
LVS LAS VEGAS SANDS CORP
76,350 $3.6M
IFF INTL FLAVORS & FRAGRANCES
28,399 $3.5M
CE CELANESE CORP
31,418 $3.4M
PHM PULTEGROUP INC
71,207 $3.3M
FBIN FORTUNE BRANDS INNOVATIONS I
36,690 $3.2M
WHR WHIRLPOOL CORP
16,117 $3.0M
HDSUSD HD SUPPLY HOLDINGS INC
66,850 $2.8M
LII LENNOX INTERNATIONAL INC
9,941 $2.7M
ALB ALBEMARLE CORP
27,645 $2.5M
F FORD MOTOR CO
365,071 $2.4M
AAP ADVANCE AUTO PARTS INC
15,624 $2.4M
ALLE ALLEGION PLC
23,983 $2.4M
AOS SMITH (A.O.) CORP
41,963 $2.2M
BWA BORGWARNER INC
55,043 $2.1M
OC OWENS CORNING
28,687 $2.0M
POOL POOL CORP
5,730 $1.9M
WSM WILLIAMS-SONOMA INC
20,661 $1.9M
GM GENERAL MOTORS CO
62,667 $1.9M
MHK MOHAWK INDUSTRIES INC
18,906 $1.8M
KNX KNIGHT-SWIFT TRANSPORTATION
45,181 $1.8M
NAV NAVISTAR INTERNATIONAL CORP
40,527 $1.8M
HPQ HP INC
89,567 $1.7M
ALV AUTOLIV INC
23,182 $1.7M
GNTX GENTEX CORP
63,895 $1.6M
TOL TOLL BROTHERS INC
33,447 $1.6M
HN9 HANESBRANDS INC
92,387 $1.5M
LP1 LEGGETT & PLATT INC
34,394 $1.4M
THO THOR INDUSTRIES INC
14,671 $1.4M
AXTA AXALTA COATING SYSTEMS LTD
61,170 $1.4M
RCL ROYAL CARIBBEAN CRUISES LTD
20,916 $1.4M
UAA UNDER ARMOUR INC-CLASS A
117,989 $1.3M
RL RALPH LAUREN CORP
19,414 $1.3M
AN AUTONATION INC
23,172 $1.2M
SGI SOMNIGROUP INTERNATIONAL INC
13,381 $1.2M
CCL1EUR CARNIVAL CORP LTD
75,769 $1.1M
TPR TAPESTRY INC
73,354 $1.1M
ASH ASHLAND INC
16,060 $1.1M
PVH PVH CORP
18,883 $1.1M
CRI CARTER'S INC
11,588 $1.0M
UAL UNITED AIRLINES HOLDINGS INC
27,876 $969K
TRN TRINITY INDUSTRIES INC
48,946 $954K
KBH KB HOME
24,042 $923K
GATX GATX CORP
14,431 $920K
KMT KENNAMETAL INC
28,291 $819K
OLN OLIN CORP
65,112 $806K
MDC1USD MDC HOLDINGS INC
16,827 $793K
COLM COLUMBIA SPORTSWEAR CO
8,552 $744K
CARR CARRIER GLOBAL CORP
23,956 $732K
CPRI CAPRI HOLDINGS LTD
39,928 $719K
GRA1EUR WR GRACE & CO
17,199 $693K
X UNITED STATES STEEL CORP
91,079 $669K
CBT CABOT CORP
17,505 $631K
R RYDER SYSTEM INC
14,290 $604K
OVV OVINTIV INC
65,605 $535K
M MACY'S INC
92,908 $530K
VC VISTEON CORP
7,279 $504K
HUN HUNTSMAN CORP
21,951 $488K
JBL JABIL INC
14,225 $487K
GT GOODYEAR TIRE & RUBBER CO
61,883 $475K
ADNT ADIENT PLC
24,934 $432K
CTB COOPER TIRE & RUBBER
13,354 $423K
CRS CARPENTER TECHNOLOGY
19,737 $358K
AVT AVNET INC
9,880 $255K

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.