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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘14
EPAC icon
201
Enerpac Tool Group
EPAC
$1.8B
36 85 49 29.1%
FDX icon
202
FedEx
FDX
$69.5B
36 337 301 69%
HII icon
203
Huntington Ingalls Industries
HII
$10.7B
36 126 90 142%
ITRI icon
204
Itron
ITRI
$3.64B
36 88 52 96.4%
M icon
205
Macy's
M
$6.27B
36 285 249 63.5%
MMS icon
206
Maximus
MMS
$3.22B
36 102 66 12.1%
MOO icon
207
VanEck Agribusiness ETF
MOO
$1.14B
36 66 30 55.7%
AVNT icon
208
Avient
AVNT
$3.58B
35 113 78 2.82%
CF icon
209
CF Industries
CF
$18.3B
35 209 174 122%
EEFT icon
210
Euronet Worldwide
EEFT
$2.43B
35 101 66 18.4%
HSIC icon
211
Henry Schein
HSIC
$9.63B
35 163 128 61.8%
L icon
212
Loews
L
$22.6B
35 169 134 163%
MOS icon
213
The Mosaic Company
MOS
$5.98B
35 205 170 58.8%
PLCE icon
214
Children's Place
PLCE
$23.8M
35 81 46 98.1%
SLAB icon
215
Silicon Laboratories
SLAB
$7.37B
35 85 50 364%
VYX icon
216
NCR Voyix
VYX
$1.05B
35 138 103 57.6%
WT icon
217
WisdomTree
WT
$3.24B
35 85 50 36.4%
WTS icon
218
Watts Water Technologies
WTS
$11.9B
35 78 43 462%
ROP icon
219
Roper Technologies
ROP
$37.9B
34 192 158 145%
CBRL icon
220
Cracker Barrel
CBRL
$1.54B
34 93 59 51%
PHYS icon
221
Sprott Physical Gold
PHYS
$14.9B
34 53 19 222%
PZZA icon
222
Papa John's
PZZA
$638M
34 74 40 65.3%
SCI icon
223
Service Corp International
SCI
$11.1B
34 113 79 258%
XLB icon
224
State Street Materials Select Sector SPDR ETF
XLB
$8.05B
34 121 87 110%
CAG icon
225
Conagra Brands
CAG
$6.91B
33 240 207 48.7%