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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘19
VALE icon
1926
Vale
VALE
$62.4B
5 98 93 9.15%
RCI icon
1927
Rogers Communications
RCI
$18.3B
5 116 111 36.7%
SYSB
1928
iShares Systematic Bond ETF
SYSB
$1.16B
5 14 9 12.9%
IMTX icon
1929
Immatics
IMTX
$1.29B
5 6 1 5.39%
INGN icon
1930
Inogen
INGN
$174M
5 75 70 90.4%
IFN
1931
Aberdeen India Fund
IFN
$492M
5 21 16 45.8%
GEG icon
1932
Great Elm Group
GEG
$69.3M
5 11 6 48.6%
FSLR icon
1933
First Solar
FSLR
$24.1B
5 125 120 241%
EIS icon
1934
iShares MSCI Israel ETF
EIS
$903M
5 15 10 125%
CMCM
1935
Cheetah Mobile
CMCM
$96.5M
5 18 13 82.5%
BRC icon
1936
Brady Corp
BRC
$4.33B
5 68 63 86.2%
EEMX icon
1937
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$176M
5 8 3 65.4%
ALEC icon
1938
Alector
ALEC
$167M
5 19 14 92.1%
JYNT icon
1939
The Joint Corp
JYNT
$127M
5 24 19 50.9%
FCOR icon
1940
Fidelity Corporate Bond ETF
FCOR
$351M
5 10 5 9.56%
LMB icon
1941
Limbach Holdings
LMB
$919M
5 9 4 747%
MILN
1942
Global X Millennial Consumer ETF
MILN
$100M
5 6 1 82.4%
KOMP icon
1943
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.68B
5 5 0 103%
OBOR icon
1944
Kraneshares MSCI One Belt One Road Index ETF
OBOR
$3.9M
4 5 1 9.75%
AGZD icon
1945
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
4 11 7 4.99%
CG icon
1946
Carlyle Group
CG
$16.6B
4 47 43 104%
NATH icon
1947
Nathan's Famous
NATH
$411M
4 21 17 28.4%
RKDA icon
1948
Arcadia Biosciences
RKDA
$1.44M
4 4 0 99.5%
PULM icon
1949
Pulmatrix
PULM
$5.73M
4 4 0 91.5%
GDYN icon
1950
Grid Dynamics Holdings
GDYN
$480M
4 8 4 42.8%