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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘20
MSCI icon
201
MSCI
MSCI
$40.9B
44 251 207 94.8%
PAA icon
202
Plains All American Pipeline
PAA
$16.4B
43 137 94 340%
CTAS icon
203
Cintas
CTAS
$81.4B
43 295 252 370%
CDW icon
204
CDW
CDW
$17.1B
43 260 217 46.5%
FTNT icon
205
Fortinet
FTNT
$118B
43 238 195 695%
KEYS icon
206
Keysight
KEYS
$60.6B
43 271 228 324%
MAR icon
207
Marriott International
MAR
$92.5B
43 291 248 374%
ROK icon
208
Rockwell Automation
ROK
$50.1B
42 304 262 199%
AON icon
209
Aon
AON
$74.7B
42 269 227 113%
NGG icon
210
National Grid
NGG
$81.1B
42 139 97 56.6%
TER icon
211
Teradyne
TER
$63B
42 202 160 643%
UI icon
212
Ubiquiti
UI
$35B
42 85 43 308%
EHC icon
213
Encompass Health
EHC
$12.3B
41 149 108 145%
GNRC icon
214
Generac Holdings
GNRC
$13.1B
41 146 105 138%
GWW icon
215
W.W. Grainger
GWW
$61.5B
41 248 207 425%
XLP icon
216
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
41 292 251 56.2%
VOT icon
217
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
41 177 136 145%
EXPD icon
218
Expeditors International
EXPD
$24B
40 237 197 176%
KNX icon
219
Knight Transportation
KNX
$11.6B
40 137 97 117%
LEN icon
220
Lennar Class A
LEN
$20.5B
39 216 177 130%
WDC icon
221
Western Digital
WDC
$157B
39 250 211 1,343%
YUMC icon
222
Yum China
YUMC
$16.4B
39 248 209 12.4%
SBS icon
223
Sabesp
SBS
$17.9B
39 71 32 257%
ADM icon
224
Archer Daniels Midland
ADM
$38.4B
39 275 236 127%
OXY icon
225
Occidental Petroleum
OXY
$58.5B
39 328 289 406%