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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
BZAI
2026
Blaize Holdings
BZAI
$69.5M
20 37 17 73.6%
SGI
2027
Somnigroup International
SGI
$14.3B
20 209 189 16.2%
NIQ
2028
NIQ Global Intelligence PLC
NIQ
$4.91B
20 57 37 46.4%
STUB
2029
StubHub Holdings
STUB
$2.07B
20 39 19 13.3%
ALH
2030
Alliance Laundry Holdings
ALH
$4.23B
20 51 31 2.7%
WLTH
2031
Wealthfront Corp
WLTH
$1.57B
20 30 10 8.43%
AVMC icon
2032
Avantis US Mid Cap Equity ETF
AVMC
$495M
20 32 12 7.03%
BAB icon
2033
Invesco Taxable Municipal Bond ETF
BAB
$842M
20 73 53 6.23%
BJAN icon
2034
Innovator US Equity Buffer ETF January
BJAN
$351M
20 48 28 14%
STEX
2035
Streamex Corp
STEX
$71.3M
20 26 6 45.8%
FSV icon
2036
FirstService
FSV
$5.64B
20 117 97 7.06%
RYLD icon
2037
Global X Russell 2000 Covered Call ETF
RYLD
$1.33B
20 69 49 4.35%
IVES
2038
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
20 48 28 47.5%
SEIQ icon
2039
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$727M
20 28 8 12.9%
BUXX icon
2040
Strive Enhanced Income Short Maturity ETF
BUXX
$518M
20 37 17 0.54%
BMEZ icon
2041
BlackRock Health Sciences Trust II
BMEZ
$1.03B
20 38 18 14.7%
FSCC
2042
Federated Hermes MDT Small Cap Core ETF
FSCC
$425M
20 20 0 14.4%
BWFG icon
2043
Bankwell Financial Group
BWFG
$531M
20 49 29 37.4%
EWW icon
2044
iShares MSCI Mexico ETF
EWW
$1.52B
20 90 70 5.5%
ARTNA icon
2045
Artesian Resources
ARTNA
$347M
20 42 22 5.56%
VRRM icon
2046
Verra Mobility
VRRM
$427M
20 118 98 80.3%
UGI icon
2047
UGI
UGI
$7.98B
20 219 199 2.14%
UHS icon
2048
Universal Health Services
UHS
$10.4B
20 256 236 1.82%
UI icon
2049
Ubiquiti
UI
$37.6B
20 126 106 21.5%
SMIG icon
2050
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.43B
20 32 12 6.71%