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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
RKT icon
401
Rocket Companies
RKT
$33B
55 305 250 18.2%
IREN icon
402
Iris Energy
IREN
$16.3B
55 168 113 20.6%
VOOG icon
403
Vanguard S&P 500 Growth ETF
VOOG
$27.5B
55 240 185 25.7%
BBY icon
404
Best Buy
BBY
$18.5B
55 356 301 37.3%
VLO icon
405
Valero Energy
VLO
$112B
55 657 602 57.5%
ROIV icon
406
Roivant Sciences
ROIV
$26.1B
54 175 121 30.5%
TXRH icon
407
Texas Roadhouse
TXRH
$10.3B
54 250 196 4.6%
PAAA icon
408
PGIM AAA CLO ETF
PAAA
$13.4B
54 109 55 0.61%
TW icon
409
Tradeweb Markets
TW
$21.2B
54 240 186 14.7%
NGG icon
410
National Grid
NGG
$74.8B
54 234 180 12.1%
CRS icon
411
Carpenter Technology
CRS
$19.3B
54 262 208 1.24%
TOL icon
412
Toll Brothers
TOL
$12.4B
53 291 238 1.25%
RTO icon
413
Rentokil
RTO
$10B
53 117 64 36.6%
BMRN icon
414
BioMarin Pharmaceuticals
BMRN
$11.5B
53 215 162 5.52%
STZ icon
415
Constellation Brands
STZ
$19.1B
53 393 340 25.3%
VONV icon
416
Vanguard Russell 1000 Value ETF
VONV
$21.4B
53 214 161 16.1%
USB icon
417
US Bancorp
USB
$90.4B
53 783 730 11.5%
DLTR icon
418
Dollar Tree
DLTR
$21.2B
52 312 260 3.18%
RGLD icon
419
Royal Gold
RGLD
$20.4B
52 307 255 5.58%
IHG icon
420
InterContinental Hotels
IHG
$23.6B
52 125 73 21.2%
L icon
421
Loews
L
$21.5B
51 280 229 1.56%
E icon
422
ENI
E
$78.9B
51 127 76 2.97%
IRM icon
423
Iron Mountain
IRM
$33B
51 401 350 8.41%
BBIO icon
424
BridgeBio Pharma
BBIO
$13.1B
51 185 134 9.86%
DXCM icon
425
DexCom
DXCM
$32.4B
51 375 324 36.7%