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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
OBIO icon
1301
Orchestra BioMed
OBIO
$307M
11 18 7 44%
ETW
1302
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.08B
11 53 42 27.5%
FTS icon
1303
Fortis
FTS
$28B
11 103 92 33.4%
EVLV icon
1304
Evolv Technologies
EVLV
$964M
11 59 48 12.7%
USCB icon
1305
USCB Financial Holdings
USCB
$412M
11 22 11 82%
BBIO icon
1306
BridgeBio Pharma
BBIO
$15.4B
11 88 77 94.9%
AIOT
1307
PowerFleet Inc
AIOT
$403M
11 19 8 12.3%
VIRC icon
1308
Virco
VIRC
$94.1M
10 16 6 50.3%
TUSK icon
1309
Mammoth Energy Services
TUSK
$152M
10 29 19 29.4%
TSBK icon
1310
Timberland Bancorp
TSBK
$360M
10 25 15 47%
SUSL icon
1311
iShares ESG MSCI USA Leaders ETF
SUSL
$1.24B
10 53 43 64.6%
PFIS icon
1312
Peoples Financial Services
PFIS
$696M
10 25 15 42.7%
OTLK icon
1313
Outlook Therapeutics
OTLK
$156M
10 25 15 91.9%
MYN icon
1314
BlackRock MuniYield New York Quality Fund
MYN
$373M
10 22 12 5.71%
MWA icon
1315
Mueller Water Products
MWA
$3.86B
10 85 75 71.7%
MGMT icon
1316
Ballast Small/Mid Cap ETF
MGMT
$175M
10 18 8 39.1%
TWIN icon
1317
Twin Disc
TWIN
$337M
10 25 15 44.6%
IESC icon
1318
IES Holdings
IESC
$13.3B
10 52 42 742%
GOGO icon
1319
Gogo Inc
GOGO
$370M
10 59 49 73.1%
FTGS icon
1320
First Trust Growth Strength ETF
FTGS
$1.34B
10 11 1 45.8%
FENC icon
1321
Fennec Pharmaceuticals
FENC
$413M
10 23 13 4.9%
EYLD icon
1322
Cambria Emerging Shareholder Yield ETF
EYLD
$916M
10 24 14 55.6%
EBC icon
1323
Eastern Bankshares
EBC
$5.12B
10 62 52 57.8%
DRVN icon
1324
Driven Brands
DRVN
$2.09B
10 70 60 11.3%
CNTY icon
1325
Century Casinos
CNTY
$34.6M
10 33 23 74.8%