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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘24
ASX icon
226
ASE Group
ASX
$103B
20 112 92 246%
AIT icon
227
Applied Industrial Technologies
AIT
$13B
20 160 140 81.3%
TRI icon
228
Thomson Reuters
TRI
$43.9B
20 179 159 40.8%
ARW icon
229
Arrow Electronics
ARW
$10.7B
20 175 155 74.3%
NYT icon
230
New York Times
NYT
$10.4B
20 153 133 26.3%
RS icon
231
Reliance Steel & Aluminium
RS
$21.6B
20 230 210 48.3%
NVT icon
232
nVent Electric
NVT
$27.7B
19 239 220 123%
LI icon
233
Li Auto
LI
$12.3B
19 78 59 29.9%
AXSM icon
234
Axsome Therapeutics
AXSM
$11.3B
19 97 78 169%
LEN.B icon
235
Lennar Class B
LEN.B
$20.2B
19 86 67 36.8%
LH icon
236
Labcorp
LH
$25.9B
18 325 307 56.9%
RYAAY icon
237
Ryanair
RYAAY
$31B
18 116 98 28.4%
PAYX icon
238
Paychex
PAYX
$42.4B
18 571 553 0.46%
BSV icon
239
Vanguard Short-Term Bond ETF
BSV
$45.6B
18 464 446 1.15%
NVMI
240
Nova
NVMI
$13B
18 87 69 74.2%
TLK icon
241
Telkom Indonesia
TLK
$14.4B
18 71 53 21.8%
YUMC icon
242
Yum China
YUMC
$16.3B
18 212 194 54.8%
CSL icon
243
Carlisle Companies
CSL
$15.2B
18 260 242 5.47%
FIVE icon
244
Five Below
FIVE
$12.9B
17 166 149 114%
EQH icon
245
Equitable Holdings
EQH
$14B
17 175 158 25.7%
PFF icon
246
iShares Preferred and Income Securities ETF
PFF
$13.2B
17 397 380 2.69%
MTZ icon
247
MasTec
MTZ
$22.8B
17 150 133 165%
LAMR icon
248
Lamar Advertising Co
LAMR
$15.7B
16 201 185 29.5%
DRI icon
249
Darden Restaurants
DRI
$24.9B
16 324 308 45.2%
JBHT icon
250
JB Hunt Transport Services
JBHT
$25.5B
16 231 215 69.4%