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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘13
UDR icon
201
UDR
UDR
$12.1B
32 114 82 61.3%
OMC icon
202
Omnicom Group
OMC
$23.2B
32 233 201 13.8%
SHY icon
203
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
31 130 99 2.99%
FRT icon
204
Federal Realty Investment Trust
FRT
$10.2B
31 122 91 15.5%
SBAC icon
205
SBA Communications
SBAC
$19.2B
31 144 113 102%
AYI icon
206
Acuity Brands
AYI
$10.6B
31 103 72 223%
WRB icon
207
W.R. Berkley
WRB
$26.3B
31 130 99 451%
MAR icon
208
Marriott International
MAR
$90.9B
31 162 131 606%
FMS icon
209
Fresenius Medical Care
FMS
$13B
30 59 29 31.6%
GNRC icon
210
Generac Holdings
GNRC
$12.2B
30 103 73 264%
WEC icon
211
WEC Energy
WEC
$34.6B
30 178 148 157%
WYNN icon
212
Wynn Resorts
WYNN
$10.6B
30 176 146 47.2%
CSGP icon
213
CoStar Group
CSGP
$12.8B
30 100 70 70.5%
AGNC icon
214
AGNC Investment
AGNC
$12.8B
29 130 101 44.2%
AEE icon
215
Ameren
AEE
$29.6B
29 164 135 196%
IAG icon
216
IAMGOLD
IAG
$10.5B
29 66 37 453%
SNA icon
217
Snap-on
SNA
$21.3B
28 153 125 275%
ENTG icon
218
Entegris
ENTG
$22B
28 71 43 1,144%
MO icon
219
Altria Group
MO
$109B
28 441 413 70.7%
CSX icon
220
CSX Corp
CSX
$92.8B
28 295 267 423%
HAL icon
221
Halliburton
HAL
$28B
28 374 346 33.7%
VRTX icon
222
Vertex Pharmaceuticals
VRTX
$133B
27 161 134 605%
EMBJ
223
Embraer S.A. ADS
EMBJ
$13.1B
27 72 45 129%
TSCO icon
224
Tractor Supply
TSCO
$18B
27 183 156 123%
GILD icon
225
Gilead Sciences
GILD
$165B
27 425 398 77.2%