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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘17
CGNX icon
301
Cognex
CGNX
$9.24B
26 140 114 30.8%
CXW icon
302
CoreCivic
CXW
$2.98B
26 115 89 4.23%
DHR icon
303
Danaher
DHR
$162B
26 450 424 203%
B icon
304
Barrick Mining
B
$67.1B
26 169 143 115%
PPLI icon
305
People Inc
PPLI
$2.97B
26 119 93 203%
IYE icon
306
iShares US Energy ETF
IYE
$1.76B
26 62 36 83.9%
LOPE icon
307
Grand Canyon Education
LOPE
$4.2B
26 95 69 125%
NTES icon
308
NetEase
NTES
$81.1B
26 164 138 123%
SJM icon
309
J.M. Smucker
SJM
$13.6B
26 291 265 2.78%
EXPD icon
310
Expeditors International
EXPD
$25.5B
26 205 179 247%
HEI icon
311
HEICO Corp
HEI
$43.6B
26 82 56 773%
GT icon
312
Goodyear
GT
$1.26B
25 187 162 87.8%
INGR icon
313
Ingredion
INGR
$6.21B
25 195 170 18.2%
JACK icon
314
Jack in the Box
JACK
$241M
25 96 71 87.7%
OC icon
315
Owens Corning
OC
$9.04B
25 136 111 86.3%
IHF icon
316
iShares US Healthcare Providers ETF
IHF
$1.43B
25 40 15 120%
LILA icon
317
Liberty Latin America Class A
LILA
$1.61B
25 57 32 42.2%
RYAAY icon
318
Ryanair
RYAAY
$27.4B
25 97 72 59.7%
DRI icon
319
Darden Restaurants
DRI
$24.5B
24 212 188 158%
EXEL icon
320
Exelixis
EXEL
$15.5B
24 95 71 188%
GOOGL icon
321
Alphabet (Google) Class A
GOOGL
$4.22T
24 861 837 714%
HPQ icon
322
HP
HPQ
$27.3B
24 316 292 69.6%
IXN icon
323
iShares Global Tech ETF
IXN
$9.18B
24 45 21 572%
NVR icon
324
NVR
NVR
$15.9B
24 120 96 183%
UL icon
325
Unilever
UL
$143B
24 224 200 19.3%