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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
MEC icon
1901
Mayville Engineering Co
MEC
$772M
6 31 25 110%
LONZ icon
1902
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$576M
6 13 7 2.5%
LMNR icon
1903
Limoneira
LMNR
$237M
6 32 26 36.7%
IUS icon
1904
Invesco RAFI Strategic US ETF
IUS
$894M
6 17 11 54.4%
HPF
1905
John Hancock Preferred Income Fund II
HPF
$341M
6 16 10 0.13%
HCMT icon
1906
Direxion HCM Tactical Enhanced US ETF
HCMT
$564M
6 11 5 43.5%
VIP
1907
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$44.4M
6 10 4 63.5%
MRDN
1908
Meridian Holdings Inc
MRDN
$168M
6 7 1 54.1%
GKOS icon
1909
Glaukos
GKOS
$9.02B
6 85 79 93.2%
FSLY icon
1910
Fastly Inc
FSLY
$3.17B
6 87 81 13.7%
FRAF icon
1911
Franklin Financial Services
FRAF
$280M
6 12 6 97.4%
FNWB icon
1912
First Northwest Bancorp
FNWB
$114M
6 17 11 25%
FISI icon
1913
Financial Institutions
FISI
$800M
6 40 34 90.7%
VFS icon
1914
VinFast Auto
VFS
$6.67B
6 10 4 65.9%
DH icon
1915
Definitive Healthcare
DH
$72.1M
6 51 45 93.1%
CVV icon
1916
CVD Equipment Corp
CVV
$48.9M
6 9 3 59.1%
CTRN icon
1917
Citi Trends
CTRN
$524M
6 29 23 122%
CTAS icon
1918
Cintas
CTAS
$82.4B
6 406 400 36.7%
OBIL icon
1919
US Treasury 12 Month Bill ETF
OBIL
$301M
6 13 7 0.28%
CNTX icon
1920
Context Therapeutics
CNTX
$56.4M
6 7 1 45.7%
CENT icon
1921
Central Garden & Pet Co
CENT
$2.74B
6 42 36 9.13%
BUFD icon
1922
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
6 42 36 30.9%
SGA icon
1923
Saga Communications
SGA
$54.5M
6 15 9 61.5%
MIDE icon
1924
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.41M
6 6 0 35.9%
NPCE icon
1925
Neuropace
NPCE
$505M
6 14 8 43.6%