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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘19
GBF icon
2001
iShares Government/Credit Bond ETF
GBF
$133M
4 18 14 13.2%
BWEN icon
2002
Broadwind
BWEN
$113M
4 8 4 191%
ITGR icon
2003
Integer Holdings
ITGR
$3.35B
4 86 82 22.6%
COPX icon
2004
Global X Copper Miners ETF NEW
COPX
$7.13B
4 7 3 282%
JMST icon
2005
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
4 18 14 0.79%
IFS icon
2006
Intercorp Financial Services
IFS
$6.63B
4 13 9 44.6%
LOOP icon
2007
Loop Industries
LOOP
$38.9M
4 12 8 91.9%
HIFS icon
2008
Hingham Institution for Saving
HIFS
$614M
4 28 24 32.9%
HAWX icon
2009
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$343M
4 9 5 59.6%
MMYT icon
2010
MakeMyTrip
MMYT
$4.67B
4 37 33 115%
MPA icon
2011
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$142M
4 12 8 23.5%
GVAL icon
2012
Cambria Global Value ETF
GVAL
$569M
4 13 9 54.1%
HBCP icon
2013
Home Bancorp
HBCP
$552M
4 29 25 79.2%
GWX icon
2014
State Street SPDR S&P International Small Cap ETF
GWX
$861M
4 61 57 35.8%
GNOM icon
2015
Global X Genomics & Biotechnology ETF
GNOM
$82.9M
4 4 0 13.5%
GLOB icon
2016
Globant
GLOB
$1.35B
4 78 74 70.5%
DDLS icon
2017
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$433M
4 4 0 36.3%
HII icon
2018
Huntington Ingalls Industries
HII
$11.3B
4 162 158 14.6%
DOYU
2019
DouYu International Holdings
DOYU
$136M
4 12 8 94.7%
SWZ
2020
Swiss Helvetia Fund
SWZ
$76.3M
4 14 10 30.1%
PBW icon
2021
Invesco WilderHill Clean Energy ETF
PBW
$390M
4 22 18 7.51%
FSMB icon
2022
First Trust Short Duration Managed Municipal ETF
FSMB
$618M
4 6 2 3.03%
FLTB icon
2023
Fidelity Limited Term Bond ETF
FLTB
$415M
4 13 9 1.79%
SSTK icon
2024
Shutterstock
SSTK
$205M
4 52 48 87%
SRG
2025
Seritage Growth Properties
SRG
$130M
4 49 45 94.2%