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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘24
ACLS icon
251
Axcelis
ACLS
$3.74B
45 163 118 8.48%
DY icon
252
Dycom Industries
DY
$9.43B
45 119 74 119%
TSCO icon
253
Tractor Supply
TSCO
$18.3B
45 427 382 33.1%
MLM icon
254
Martin Marietta Materials
MLM
$38B
45 352 307 12.8%
RBA icon
255
RB Global
RBA
$15.7B
45 171 126 11.2%
ROST icon
256
Ross Stores
ROST
$75.6B
44 383 339 60.6%
CHRW icon
257
C.H. Robinson
CHRW
$17.7B
44 249 205 99%
NVS icon
258
Novartis
NVS
$301B
44 470 426 63.6%
KLIC icon
259
Kulicke & Soffa
KLIC
$4.4B
44 122 78 67.2%
CMCSA icon
260
Comcast
CMCSA
$96B
44 1,036 992 37.6%
NVR icon
261
NVR
NVR
$17B
44 244 200 21.5%
PNR icon
262
Pentair
PNR
$10.1B
44 240 196 25.6%
RHI icon
263
Robert Half
RHI
$4.52B
44 218 174 44.4%
NBIS
264
Nebius Group N.V.
NBIS
$58.6B
44 58 14
AVY icon
265
Avery Dennison
AVY
$13.8B
43 280 237 18.7%
BLMN icon
266
Bloomin' Brands
BLMN
$960M
43 115 72 60.9%
XMLV icon
267
Invesco S&P MidCap Low Volatility ETF
XMLV
$747M
43 85 42 21.1%
EMQQ icon
268
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
43 56 13 8.85%
LBTYK icon
269
Liberty Global Class C
LBTYK
$3.56B
43 109 66 40.8%
VNQ icon
270
Vanguard Real Estate ETF
VNQ
$39.2B
43 690 647 14.3%
MDLZ icon
271
Mondelez International
MDLZ
$80.6B
43 784 741 9.76%
ROCK icon
272
Gibraltar Industries
ROCK
$1.37B
43 122 79 42.6%
EXC icon
273
Exelon
EXC
$45.6B
43 383 340 17.7%
HON icon
274
Honeywell
HON
$69.5B
43 990 947 13.3%
PAG icon
275
Penske Automotive Group
PAG
$14.4B
43 145 102 35.4%