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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
DFSU
326
Dimensional US Sustainability Core 1 ETF
DFSU
$2.35B
45 53 8 74.1%
AGL icon
327
Agilon Health
AGL
$1.61B
45 85 40 78.4%
BMO icon
328
Bank of Montreal
BMO
$121B
45 180 135 105%
EVRG icon
329
Evergy
EVRG
$19B
45 260 215 62.2%
MS icon
330
Morgan Stanley
MS
$336B
45 670 625 162%
NVTS icon
331
Navitas Semiconductor
NVTS
$3.31B
45 72 27 82.3%
GCOW icon
332
Pacer Global Cash Cows Dividend ETF
GCOW
$3.58B
45 80 35 46.7%
BIPC icon
333
Brookfield Infrastructure
BIPC
$4.87B
45 126 81 12%
AVTR icon
334
Avantor
AVTR
$9.81B
45 181 136 31.2%
BILS icon
335
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
44 98 54 0.04%
TLRY icon
336
Tilray
TLRY
$638M
44 109 65 80.6%
STLA icon
337
Stellantis
STLA
$19.4B
44 158 114 73.1%
DFEV icon
338
Dimensional Emerging Markets Value ETF
DFEV
$2.12B
44 63 19 78.7%
ARES icon
339
Ares Management
ARES
$32B
44 186 142 38%
VOE icon
340
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
44 355 311 60%
GTM
341
ZoomInfo Technologies
GTM
$1.11B
44 156 112 76.8%
FNDA icon
342
Schwab Fundamental US Small Company Index ETF
FNDA
$9.23B
44 124 80 55.2%
CWST icon
343
Casella Waste Systems
CWST
$5.97B
44 129 85 22.9%
VOD icon
344
Vodafone
VOD
$36.8B
44 185 141 68.1%
SOFI icon
345
SoFi Technologies
SOFI
$24.3B
44 189 145 136%
PLUG icon
346
Plug Power
PLUG
$3.03B
44 181 137 71.4%
NUS icon
347
Nu Skin
NUS
$236M
43 99 56 77.2%
UUUU icon
348
Energy Fuels
UUUU
$3.92B
43 73 30 91%
GFS icon
349
GlobalFoundries
GFS
$25.1B
43 113 70 21.5%
ATO icon
350
Atmos Energy
ATO
$28.6B
43 261 218 60%