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AAP
Ardsley Advisory Partners Portfolio holdings
AUM
$656M
1-Year Est. Return
155.41%
This Fund
S&P 500
1 Year Est. Return
+155.41%
AUM
$656M
AUM Growth
-$129M
(-16%)
Holding
177
Top Buys
| 1 | +$24.9M | |
| 2 | +$18.3M | |
| 3 | +$16.7M | |
| 4 |
Modine Manufacturing
MOD
|
+$16.5M |
| 5 |
Boston Scientific
BSX
|
+$12M |
Top Sells
| 1 | +$40.5M | |
| 2 | +$35.5M | |
| 3 | +$30.7M | |
| 4 |
argenx
ARGX
|
+$20.2M |
| 5 |
Advanced Energy
AEIS
|
+$19.7M |
Sector Composition
| 1 | Technology | 39.53% |
| 2 | Healthcare | 15.91% |
| 3 | Consumer Discretionary | 9.37% |
| 4 | Financials | 8.05% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roku
ROKU
$21.2B
| $3.93M | 0.6% |
41,500
+32,500
|
|
||
52
Fluor
FLR
$7.09B
| $3.85M | 0.59% |
82,500
+2,514
|
|
||
53
Netflix
NFLX
$338B
| $3.85M | 0.59% |
40,000
+34,000
|
|
||
54
ADMA Biologics
ADMA
$1.9B
| $3.83M | 0.58% |
+425,000
|
|
||
55
Honeywell
HON
$140B
| $3.73M | 0.57% |
+16,500
|
|
||
|
PROF
56
Profound Medical
PROF
$241M
| $3.73M | 0.57% |
575,000
+125,000
|
|
||
57
Williams Companies
WMB
$88.2B
| $3.64M | 0.55% |
50,000
|
|
||
58
TransAlta
TAC
$4.23B
| $3.62M | 0.55% |
275,000
+95,000
|
|
||
59
NexGen Energy
NXE
$6.52B
| $3.48M | 0.53% |
300,000
-825,000
|
|
||
60
Brookdale Senior Living
BKD
$3.21B
| $3.42M | 0.52% |
+250,000
|
|
||
61
Ormat Technologies
ORA
$8.49B
| $3.36M | 0.51% |
30,000
|
|
||
62
Enphase Energy
ENPH
$7.19B
| $3.21M | 0.49% |
85,000
+47,500
|
|
||
63
Microsoft
MSFT
$2.9T
| $2.96M | 0.45% |
8,000
-14,200
|
|
||
64
BellRing Brands
BRBR
$1.02B
| $2.82M | 0.43% |
175,000
-65,000
|
|
||
65
Arm
ARM
$407B
| $2.72M | 0.41% |
+18,000
|
|
||
66
Fluence Energy
FLNC
$3.15B
| $2.55M | 0.39% |
+185,000
|
|
||
67
Ramaco Resources Class A
METC
$995M
| $2.47M | 0.38% |
160,000
+130,000
|
|
||
|
TIC
68
TIC Solutions Inc
TIC
$1.87B
| $2.47M | 0.38% |
375,000
+225,000
|
|
||
69
Cameco
CCJ
$44B
| $2.44M | 0.37% |
22,500
-12,500
|
|
||
70
Intel
INTC
$626B
| $2.34M | 0.36% |
53,000
+2,000
|
|
||
71
Wolfspeed
WOLF
$2.24B
| $2.29M | 0.35% |
140,000
-25,000
|
|
||
72
Cloudflare
NET
$81.1B
| $2.23M | 0.34% |
+10,800
|
|
||
73
Teradyne
TER
$63.1B
| $2.22M | 0.34% |
7,500
-52,500
|
|
||
74
Orion Group Holdings
ORN
$587M
| $2.18M | 0.33% |
200,000
-200,000
|
|
||
75
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
| $2.11M | 0.32% |
+11,000
|
|