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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘19
ERII icon
126
Energy Recovery
ERII
$400M
11 36 25 10.2%
OPPE
127
WisdomTree European Opportunities Fund
OPPE
$294M
11 16 5 99%
IYJ icon
128
iShares US Industrials ETF
IYJ
$1.96B
11 45 34 122%
MCFT icon
129
MasterCraft Boat Holdings
MCFT
$591M
11 50 39 8.02%
RFG icon
130
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$359M
11 31 20 109%
VREX icon
131
Varex Imaging
VREX
$778M
10 80 70 45.5%
OPPJ
132
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$284M
10 13 3 192%
SSYS icon
133
Stratasys
SSYS
$768M
10 55 45 62.8%
APOG icon
134
Apogee Enterprises
APOG
$908M
10 72 62 16%
KIE icon
135
State Street SPDR S&P Insurance ETF
KIE
$681M
10 36 26 107%
BH icon
136
Biglari Holdings Class B
BH
$1.24B
10 27 17 180%
PRN icon
137
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$435M
10 16 6 259%
BLOK icon
138
Amplify Blockchain Technology ETF
BLOK
$1.06B
10 18 8 237%
EEMS icon
139
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$376M
10 28 18 66.9%
FXE icon
140
Invesco CurrencyShares Euro Currency Trust
FXE
$341M
10 19 9 0.49%
GIC icon
141
Global Industrial
GIC
$1.53B
10 38 28 77.1%
HEEM icon
142
iShares Currency Hedged MSCI Emerging Markets
HEEM
$288M
10 21 11 63.3%
IGHG icon
143
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
10 24 14 5.06%
RPD icon
144
Rapid7
RPD
$942M
10 77 67 72.2%
WGO icon
145
Winnebago Industries
WGO
$916M
10 71 61 4.01%
DBA icon
146
Invesco DB Agriculture Fund
DBA
$1.23B
10 26 16 67.6%
PID icon
147
Invesco International Dividend Achievers ETF
PID
$915M
10 40 30 44.6%
RTH icon
148
VanEck Retail ETF
RTH
$263M
10 15 5 161%
SPEU icon
149
State Street SPDR Portfolio Europe ETF
SPEU
$743M
10 19 9 72.8%
WB icon
150
Weibo
WB
$1.93B
9 86 77 87.3%