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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘17
RITM icon
76
Rithm Capital
RITM
$5.69B
28 113 85 43%
OSIS icon
77
OSI Systems
OSIS
$3.89B
28 77 49 267%
ITGR icon
78
Integer Holdings
ITGR
$4.26B
28 79 51 177%
BKH icon
79
Black Hills Corp
BKH
$5.69B
28 101 73 24.2%
AAP icon
80
Advance Auto Parts
AAP
$3.49B
28 165 137 42%
SIMO icon
81
Silicon Motion
SIMO
$8.68B
27 65 38 384%
FTCS icon
82
First Trust Capital Strength ETF
FTCS
$7.95B
27 41 14 96.4%
STWD icon
83
Starwood Property Trust
STWD
$6.09B
27 145 118 23%
DSI icon
84
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
27 67 40 200%
APPF icon
85
AppFolio
APPF
$7.04B
27 51 24 379%
KRE icon
86
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
26 135 109 29.5%
QLYS icon
87
Qualys
QLYS
$6.35B
26 83 57 209%
DEM icon
88
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
26 81 55 20.6%
HEFA icon
89
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.71B
26 84 58 60.5%
FNDE icon
90
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.81B
26 34 8 40.4%
FCPT icon
91
Four Corners Property Trust
FCPT
$2.75B
26 84 58 2.33%
FBIN icon
92
Fortune Brands Innovations
FBIN
$6.06B
26 180 154 13.2%
CBU icon
93
Community Bank
CBU
$3.41B
26 74 48 20.7%
ACM icon
94
Aecom
ACM
$9.75B
26 116 90 104%
IYJ icon
95
iShares US Industrials ETF
IYJ
$2.02B
25 54 29 128%
DES icon
96
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
25 81 56 42%
VIS icon
97
Vanguard Industrials ETF
VIS
$8.39B
25 68 43 151%
HLI icon
98
Houlihan Lokey
HLI
$9.02B
25 63 38 184%
FEZ icon
99
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
25 78 53 76.5%
VWOB icon
100
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
25 45 20 17.5%