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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘21
ELA icon
2026
Envela
ELA
$557M
5 14 9 327%
EFAD icon
2027
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$61.7M
5 13 8 0.76%
DHF
2028
BNY Mellon High Yield Strategies Fund
DHF
$170M
5 18 13 24.3%
CTEC icon
2029
Global X ClimateTech ETF
CTEC
$23.8M
5 5 0 51.1%
CPER icon
2030
United States Copper Index Fund
CPER
$750M
5 7 2 57.5%
CLMT icon
2031
Calumet Specialty Products
CLMT
$3.6B
5 17 12 577%
CHE icon
2032
Chemed
CHE
$6.76B
5 154 149 10.8%
BQ
2033
Boqii Holding Ltd
BQ
$6.19M
5 5 0 99.9%
BOXL icon
2034
Boxlight
BOXL
$2.33M
5 7 2 99.9%
BCDA icon
2035
BioCardia
BCDA
$12M
5 8 3 98.8%
BBDC icon
2036
Barings BDC
BBDC
$868M
5 35 30 16.9%
AWX icon
2037
Avalon Holdings
AWX
$9.98M
5 6 1 30.2%
AWAY icon
2038
Amplify Travel Tech ETF
AWAY
$24.9M
5 9 4 40.9%
ASMB icon
2039
Assembly Biosciences
ASMB
$513M
5 38 33 53.1%
APRE icon
2040
Aprea Therapeutics
APRE
$7.74M
5 20 15 99.4%
ALCO icon
2041
Alico
ALCO
$286M
5 21 16 29.1%
AGZD icon
2042
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$131M
5 11 6 3.79%
ADCT icon
2043
ADC Therapeutics
ADCT
$145M
5 17 12 95.3%
VTWV icon
2044
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
5 28 23 40.2%
VRME icon
2045
VerifyMe
VRME
$9M
5 5 0 83.3%
TWI icon
2046
Titan International
TWI
$519M
5 46 41 13.1%
SPD icon
2047
Simplify US Equity PLUS Downside Convexity ETF
SPD
$104M
5 6 1 44.7%
SELF
2048
Global Self Storage
SELF
$57.8M
5 8 3 6.3%
PCN
2049
PIMCO Corporate & Income Strategy Fund
PCN
$869M
5 23 18 32.9%
MYO icon
2050
Myomo
MYO
$41M
5 8 3 91.7%