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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
COO icon
376
Cooper Companies
COO
$15B
12 203 191 7.08%
IWY icon
377
iShares Russell Top 200 Growth ETF
IWY
$16.4B
12 107 95 139%
ONON icon
378
On Holding
ONON
$10.3B
12 58 46 80.1%
AFG icon
379
American Financial Group
AFG
$12B
12 167 155 5.15%
MOH icon
380
Molina Healthcare
MOH
$10.2B
12 221 209 41.1%
WCN
381
Waste Connections
WCN
$42B
12 216 204 25.9%
MLI icon
382
Mueller Industries
MLI
$15.1B
12 126 114 364%
WY icon
383
Weyerhaeuser
WY
$18B
12 352 340 19.3%
LDOS icon
384
Leidos
LDOS
$17.7B
12 202 190 33.9%
AWK icon
385
American Water Works
AWK
$27B
11 361 350 10.7%
SMMT icon
386
Summit Therapeutics
SMMT
$12.1B
11 18 7 256%
FLEX icon
387
Flex
FLEX
$45.2B
11 143 132 657%
LYV icon
388
Live Nation Entertainment
LYV
$42.7B
11 212 201 163%
IWV icon
389
iShares Russell 3000 ETF
IWV
$20.4B
11 201 190 98.9%
DXCM icon
390
DexCom
DXCM
$33.8B
11 328 317 20.9%
AMT icon
391
American Tower
AMT
$79B
11 665 654 20%
RVMD icon
392
Revolution Medicines
RVMD
$44.1B
11 52 41 763%
CLS icon
393
Celestica
CLS
$39.1B
10 59 49 2,654%
LEN.B icon
394
Lennar Class B
LEN.B
$20.8B
10 71 61 21.3%
SOFI icon
395
SoFi Technologies
SOFI
$23.2B
10 165 155 290%
WTS icon
396
Watts Water Technologies
WTS
$12.8B
10 109 99 163%
ELS icon
397
Equity Lifestyle Properties
ELS
$12.4B
10 159 149 0.85%
DB icon
398
Deutsche Bank
DB
$71.8B
10 79 69 232%
TSEM icon
399
Tower Semiconductor
TSEM
$28.2B
10 81 71 478%
TEAM icon
400
Atlassian
TEAM
$39.1B
10 178 168 19.7%