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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘18
ROKU icon
151
Roku
ROKU
$22.5B
23 80 57 396%
ONTO icon
152
Onto Innovation
ONTO
$14.5B
23 77 54 966%
FNDE icon
153
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.1B
23 49 26 61.7%
WCC
154
WESCO International
WCC
$17.9B
23 97 74 664%
VOE icon
155
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
22 169 147 118%
WTRG icon
156
Essential Utilities
WTRG
$11.3B
22 165 143 16.3%
MKL icon
157
Markel Group
MKL
$22.8B
22 176 154 77.3%
CMCSA icon
158
Comcast
CMCSA
$89.4B
22 685 663 26%
RDY icon
159
Dr. Reddy's Laboratories
RDY
$10.1B
22 55 33 61.1%
SSNC icon
160
SS&C Technologies
SSNC
$18.7B
22 146 124 76.8%
MINT icon
161
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
21 171 150 0.37%
FNDF icon
162
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
21 58 37 118%
SUB icon
163
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
21 95 74 0.83%
QUAL icon
164
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
21 106 85 194%
CFR icon
165
Cullen/Frost Bankers
CFR
$10.3B
21 129 108 88.4%
MGC icon
166
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
21 51 30 226%
STIP icon
167
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
21 83 62 2.72%
IAGG icon
168
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
21 41 20 4.42%
SPG icon
169
Simon Property Group
SPG
$71.5B
20 288 268 31.3%
RCI icon
170
Rogers Communications
RCI
$18.7B
20 115 95 32.5%
BRO icon
171
Brown & Brown
BRO
$24B
20 120 100 160%
BALL icon
172
Ball Corp
BALL
$16.6B
20 183 163 36.1%
ARES icon
173
Ares Management
ARES
$31B
20 44 24 674%
LNG icon
174
Cheniere Energy
LNG
$54.9B
20 184 164 349%
EGP icon
175
EastGroup Properties
EGP
$10.9B
20 96 76 120%