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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
THO icon
1001
Thor Industries
THO
$4.04B
9 146 137 2.77%
OPLN
1002
Openlane
OPLN
$4.62B
9 99 90 29.1%
JOE icon
1003
St. Joe Company
JOE
$3.84B
9 111 102 7.29%
FAF icon
1004
First American
FAF
$7.67B
9 166 157 24.6%
MESO
1005
Mesoblast
MESO
$2.03B
9 25 16 1.56%
FDS icon
1006
Factset
FDS
$9.77B
9 265 256 26.5%
AERO
1007
Grupo Aeromexico SAB de CV
AERO
$2.3B
9 20 11 12.4%
IPAC icon
1008
iShares Core MSCI Pacific ETF
IPAC
$2.73B
9 59 50 11%
UFPT icon
1009
UFP Technologies
UFPT
$2.41B
9 96 87 61.1%
UCTT
1010
Ultra Clean Holdings
UCTT
$3.76B
9 93 84 33.7%
HYMC icon
1011
Hycroft Mining Holding Corp
HYMC
$2.22B
9 43 34 32.4%
FLTW icon
1012
Franklin FTSE Taiwan ETF
FLTW
$2.8B
9 17 8 44.4%
AWR icon
1013
American States Water
AWR
$3.36B
9 132 123 13.3%
DXJ icon
1014
WisdomTree Japan Hedged Equity Fund
DXJ
$7.35B
9 118 109 12%
FBK icon
1015
FB Financial Corp
FBK
$3.04B
9 99 90 17.1%
LCII icon
1016
LCI Industries
LCII
$2.57B
9 118 109 14%
HTH icon
1017
Hilltop Holdings
HTH
$2.25B
9 80 71 9.83%
CAAP icon
1018
Corporacion America
CAAP
$4.27B
9 39 30 3.36%
CBT icon
1019
Cabot Corp
CBT
$4.52B
9 133 124 16.3%
TLX
1020
Telix Pharmaceuticals
TLX
$3.6B
9 17 8 11.2%
WAL icon
1021
Western Alliance Bancorporation
WAL
$8.87B
9 154 145 14.8%
AMLX icon
1022
Amylyx Pharmaceuticals
AMLX
$2.69B
9 62 53 74%
CECO icon
1023
Ceco Environmental
CECO
$4.01B
9 88 79 15.2%
CNO icon
1024
CNO Financial Group
CNO
$5.14B
9 122 113 35.1%
LLYVA icon
1025
Liberty Live Group Series A
LLYVA
$9.16B
9 62 53 8.7%