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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘19
CPS icon
201
Cooper-Standard Automotive
CPS
$504M
15 72 57 39.5%
CCBG icon
202
Capital City Bank Group
CCBG
$881M
15 31 16 136%
REPL icon
203
Replimune Group
REPL
$1.15B
15 24 9 10.2%
OPK icon
204
Opko Health
OPK
$1.04B
15 66 51 46.7%
SMDV icon
205
ProShares Russell 2000 Dividend Growers ETF
SMDV
$702M
15 37 22 33.8%
BAND
206
Bandwidth Inc
BAND
$1.7B
15 41 26 21.3%
XNCR icon
207
Xencor
XNCR
$1.6B
14 48 34 30.5%
THRM icon
208
Gentherm
THRM
$1.27B
14 76 62 12.6%
TBPH icon
209
Theravance Biopharma
TBPH
$876M
14 35 21 25.4%
SUSB icon
210
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
14 19 5 0.8%
DSM
211
BNY Mellon Strategic Municipal Bond Fund
DSM
$291M
14 26 12 23.8%
VTWV icon
212
Vanguard Russell 2000 Value ETF
VTWV
$1.36B
14 27 13 89.5%
TCMD icon
213
Tactile Systems Technology
TCMD
$657M
14 72 58 44.7%
RMT
214
Royce Micro-Cap Trust
RMT
$759M
14 35 21 70.5%
PZZA icon
215
Papa John's
PZZA
$785M
14 64 50 55%
PCRX icon
216
Pacira BioSciences
PCRX
$974M
14 77 63 35.8%
JPUS
217
JPMorgan Diversified Return US Equity ETF
JPUS
$464M
14 38 24 96.8%
IHF icon
218
iShares US Healthcare Providers ETF
IHF
$1.27B
14 52 38 70.6%
GLAD icon
219
Gladstone Capital
GLAD
$440M
14 27 13 8.1%
ETD icon
220
Ethan Allen Interiors
ETD
$598M
14 55 41 22.9%
ENTA icon
221
Enanta Pharmaceuticals
ENTA
$402M
14 73 59 85.5%
EGHT icon
222
8x8 Inc
EGHT
$324M
14 68 54 88.9%
EGBN icon
223
Eagle Bancorp
EGBN
$843M
14 71 57 44.9%
CCB icon
224
Coastal Financial
CCB
$743M
14 23 9 186%
CAL icon
225
Caleres
CAL
$486M
14 70 56 41.4%