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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘17
CTAS icon
176
Cintas
CTAS
$82.3B
38 210 172 470%
FCX icon
177
Freeport-McMoran
FCX
$113B
38 262 224 459%
INTC icon
178
Intel
INTC
$461B
38 844 806 129%
OCSL icon
179
Oaktree Specialty Lending
OCSL
$1.15B
38 58 20 20.4%
VOYA icon
180
Voya Financial
VOYA
$9.18B
38 147 109 154%
YELP icon
181
Yelp
YELP
$1.22B
38 90 52 47.9%
AMCX icon
182
AMC Global Media
AMCX
$523M
37 132 95 78.3%
AMG icon
183
Affiliated Managers Group
AMG
$9.6B
37 188 151 95.5%
APH icon
184
Amphenol
APH
$199B
37 232 195 664%
ENTG icon
185
Entegris
ENTG
$21.7B
37 107 70 393%
TFC icon
186
Truist Financial
TFC
$62B
37 347 310 8.18%
DHI icon
187
D.R. Horton
DHI
$41.9B
36 221 185 276%
PRU icon
188
Prudential Financial
PRU
$41.5B
36 346 310 13%
CE icon
189
Celanese
CE
$4.91B
36 185 149 57.1%
CINF icon
190
Cincinnati Financial
CINF
$26.5B
36 188 152 125%
HPQ icon
191
HP
HPQ
$27.1B
36 322 286 48.2%
SGI
192
Somnigroup International
SGI
$13.6B
36 100 64 302%
XRX icon
193
Xerox
XRX
$393M
36 175 139 91%
AGCO icon
194
AGCO
AGCO
$7.85B
35 140 105 51.9%
ERIC icon
195
Ericsson
ERIC
$32.7B
35 77 42 74.1%
USO icon
196
United States Oil Fund
USO
$2.01B
35 67 32 53.9%
XLY icon
197
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
35 206 171 160%
ATI icon
198
ATI
ATI
$29.1B
34 102 68 793%
BRK.A icon
199
Berkshire Hathaway Class A
BRK.A
$1.08T
34 109 75 176%
MRTN icon
200
Marten Transport
MRTN
$1.18B
34 77 43 5.55%