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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘14
VMI icon
26
Valmont Industries
VMI
$9.53B
42 114 72 289%
VAC icon
27
Marriott Vacations Worldwide
VAC
$4.25B
41 93 52 65.6%
GPK icon
28
Graphic Packaging
GPK
$3.58B
41 113 72 11.2%
WERN icon
29
Werner Enterprises
WERN
$2.25B
40 77 37 20.4%
AGCO icon
30
AGCO
AGCO
$7.2B
40 144 104 128%
GAP
31
The Gap Inc
GAP
$7.37B
40 195 155 51.4%
RYN icon
32
Rayonier
RYN
$6.55B
39 141 102 14%
MD icon
33
Pediatrix Medical
MD
$2.2B
39 144 105 59%
IDCC icon
34
InterDigital
IDCC
$8.89B
38 88 50 551%
M icon
35
Macy's
M
$6.68B
37 286 249 61.4%
ASB icon
36
Associated Banc-Corp
ASB
$5.91B
36 94 58 67.9%
ITRI icon
37
Itron
ITRI
$4.54B
36 88 52 145%
MMS icon
38
Maximus
MMS
$3.1B
36 102 66 7.93%
XLB icon
39
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
36 122 86 118%
SLAB icon
40
Silicon Laboratories
SLAB
$7.23B
35 85 50 360%
HSIC icon
41
Henry Schein
HSIC
$9.82B
35 163 128 65.1%
MOS icon
42
The Mosaic Company
MOS
$7.33B
35 205 170 49.5%
EEFT icon
43
Euronet Worldwide
EEFT
$2.7B
35 101 66 31.3%
WT icon
44
WisdomTree
WT
$3.22B
35 85 50 35.5%
AVNT icon
45
Avient
AVNT
$4.19B
35 113 78 20.5%
NFG icon
46
National Fuel Gas
NFG
$7.65B
33 130 97 15.8%
CAG icon
47
Conagra Brands
CAG
$7.23B
33 240 207 46.5%
ILF icon
48
iShares Latin America 40 ETF
ILF
$3.83B
33 58 25 8.83%
CBSH icon
49
Commerce Bancshares
CBSH
$8.5B
33 119 86 132%
GATX icon
50
GATX Corp
GATX
$6.27B
32 93 61 209%