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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘17
CB icon
201
Chubb
CB
$133B
40 406 366 135%
MIDD icon
202
Middleby
MIDD
$5.2B
40 137 97 14.8%
HUN icon
203
Huntsman Corp
HUN
$1.67B
40 133 93 71.4%
TEL icon
204
TE Connectivity
TEL
$59.2B
40 261 221 115%
AN icon
205
AutoNation
AN
$6.51B
40 107 67 284%
LNC icon
206
Lincoln National
LNC
$8.2B
40 259 219 44.3%
CALM icon
207
Cal-Maine
CALM
$3.89B
39 88 49 87.3%
CAR icon
208
Avis
CAR
$5.12B
39 93 54 230%
IWF icon
209
iShares Russell 1000 Growth ETF
IWF
$125B
39 330 291 262%
NXPI icon
210
NXP Semiconductors
NXPI
$56.5B
39 242 203 91.4%
PLXS icon
211
Plexus
PLXS
$6.53B
39 91 52 304%
SPY icon
212
State Street SPDR S&P 500 ETF Trust
SPY
$821B
39 697 658 187%
TTEK icon
213
Tetra Tech
TTEK
$9.37B
39 116 77 280%
FTV icon
214
Fortive
FTV
$18.2B
39 315 276 32.1%
OEF icon
215
iShares S&P 100 ETF
OEF
$20.3B
39 106 67 218%
DXCM icon
216
DexCom
DXCM
$33.7B
39 112 73 522%
IJK icon
217
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
39 159 120 114%
MPWR icon
218
Monolithic Power Systems
MPWR
$64.2B
39 137 98 1,062%
ROK icon
219
Rockwell Automation
ROK
$48B
39 282 243 120%
LULU icon
220
lululemon athletica
LULU
$13.3B
39 134 95 48.9%
FAST icon
221
Fastenal
FAST
$58.7B
38 260 222 274%
RNG icon
222
RingCentral
RNG
$5.56B
38 91 53 37.7%
UI icon
223
Ubiquiti
UI
$35.6B
38 70 32 727%
LVS icon
224
Las Vegas Sands
LVS
$30.1B
38 228 190 33.1%
TT icon
225
Trane Technologies
TT
$101B
38 261 223 416%