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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘14
CHD icon
226
Church & Dwight Co
CHD
$24.4B
31 196 165 198%
SIG icon
227
Signet Jewelers
SIG
$3.25B
31 103 72 20.9%
CBRE icon
228
CBRE Group
CBRE
$43.5B
31 164 133 448%
MIDD icon
229
Middleby
MIDD
$5.22B
31 120 89 31.1%
ELD icon
230
WisdomTree Emerging Markets Local Debt Fund
ELD
$144M
31 63 32 36.7%
PNR icon
231
Pentair
PNR
$10B
31 191 160 18%
SLAB icon
232
Silicon Laboratories
SLAB
$7.3B
30 75 45 319%
AER icon
233
AerCap
AER
$23.6B
30 57 27 255%
GAP
234
The Gap Inc
GAP
$7.61B
30 183 153 47.2%
EFX icon
235
Equifax
EFX
$22.4B
30 161 131 180%
ARW icon
236
Arrow Electronics
ARW
$10.5B
30 127 97 249%
LFUS icon
237
Littelfuse
LFUS
$10.6B
30 85 55 347%
IJT icon
238
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.19B
30 97 67 191%
MAS icon
239
Masco
MAS
$14.5B
30 170 140 277%
PEP icon
240
PepsiCo
PEP
$194B
30 720 690 70.3%
ACN icon
241
Accenture
ACN
$111B
30 353 323 128%
CVX icon
242
Chevron
CVX
$393B
30 767 737 68.4%
DBC icon
243
Invesco DB Commodity Index Tracking Fund
DBC
$1.81B
30 102 72 16.8%
GATX icon
244
GATX Corp
GATX
$6.3B
30 91 61 163%
GBX icon
245
The Greenbrier Companies
GBX
$1.43B
30 79 49 1.4%
B
246
Barrick Mining
B
$77.4B
30 174 144 164%
NWL icon
247
Newell Brands
NWL
$2.54B
30 168 138 80.1%
MBB icon
248
iShares MBS ETF
MBB
$39.2B
29 92 63 11.8%
ENS icon
249
EnerSys
ENS
$6.96B
29 116 87 178%
BDC icon
250
Belden
BDC
$4.61B
29 83 54 69.7%