+61
New
61
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | 88262P102 | Jul 2024 | 1,111 | $939K | 2.22% | EC |
| 2 | GREEN BRICK PARTNERS, INC. | 392709101 | Jul 2024 | 11,770 | $861K | 2.03% | EC |
| 3 | ROBLOX CORPORATION | 771049103 | Jul 2024 | 20,648 | $857K | 2.03% | EC |
| 4 | NVIDIA CORPORATION | 67066G104 | Jul 2024 | 7,160 | $838K | 1.98% | EC |
| 5 | GUIDEWIRE SOFTWARE, INC. | 40171V100 | Jul 2024 | 5,563 | $835K | 1.97% | EC |
| 6 | TENET HEALTHCARE CORPORATION | 88033G407 | Jul 2024 | 5,308 | $795K | 1.88% | EC |
| 7 | APPLE INC. | 037833100 | Jul 2024 | 3,563 | $791K | 1.87% | EC |
| 8 | UNITED THERAPEUTICS CORPORATION | 91307C102 | Jul 2024 | 2,486 | $779K | 1.84% | EC |
| 9 | INCYTE CORPORATION | 45337C102 | Jul 2024 | 11,898 | $774K | 1.83% | EC |
| 10 | ORACLE CORPORATION | 68389X105 | Jul 2024 | 5,550 | $774K | 1.83% | EC |
| 11 | PROLOGIS, INC. | 74340W103 | Jul 2024 | 6,106 | $770K | 1.82% | EC |
| 12 | PLANET FITNESS, INC. | 72703H101 | Jul 2024 | 10,343 | $762K | 1.80% | EC |
| 13 | EXPEDIA GROUP, INC. | 30212P303 | Jul 2024 | 5,960 | $761K | 1.80% | EC |
| 14 | THE SHERWIN-WILLIAMS COMPANY | 824348106 | Jul 2024 | 2,154 | $756K | 1.79% | EC |
| 15 | ASBURY AUTOMOTIVE GROUP, INC. | 043436104 | Jul 2024 | 2,784 | $750K | 1.77% | EC |
| 16 | S&P GLOBAL INC. | 78409V104 | Jul 2024 | 1,545 | $749K | 1.77% | EC |
| 17 | WELLTOWER INC. | 95040Q104 | Jul 2024 | 6,700 | $745K | 1.76% | EC |
| 18 | Nuvalent Inc | 670703107 | Jul 2024 | 9,312 | $744K | 1.76% | EC |
| 19 | AMICUS THERAPEUTICS, INC. | 03152W109 | Jul 2024 | 71,208 | $734K | 1.74% | EC |
| 20 | GODADDY INC. | 380237107 | Jul 2024 | 5,014 | $729K | 1.72% | EC |
| 21 | THE HOME DEPOT, INC. | 437076102 | Jul 2024 | 1,973 | $726K | 1.72% | EC |
| 22 | FISERV, INC. | 337738108 | Jul 2024 | 4,432 | $725K | 1.71% | EC |
| 23 | GENERAL ELECTRIC COMPANY | 369604301 | Jul 2024 | 4,199 | $715K | 1.69% | EC |
| 24 | LINDE PUBLIC LIMITED COMPANY | G54950103 | Jul 2024 | 1,574 | $714K | 1.69% | EC |
| 25 | CARRIER GLOBAL CORPORATION | 14448C104 | Jul 2024 | 10,418 | $710K | 1.68% | EC |
| 26 | CYBERARK SOFTWARE LTD. | M2682V108 | Jul 2024 | 2,764 | $709K | 1.67% | EC |
| 27 | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | G7997R103 | Jul 2024 | 6,909 | $706K | 1.67% | EC |
| 28 | Maplebear Inc | 565394103 | Jul 2024 | 20,375 | $703K | 1.66% | EC |
| 29 | Post Holdings, Inc. | 737446104 | Jul 2024 | 6,376 | $697K | 1.65% | EC |
| 30 | ENDEAVOR GROUP HOLDINGS, INC. | 29260Y109 | Jul 2024 | 25,384 | $696K | 1.65% | EC |
| 31 | LITHIA MOTORS, INC. | 536797103 | Jul 2024 | 2,514 | $695K | 1.64% | EC |
| 32 | AMAZON.COM, INC. | 023135106 | Jul 2024 | 3,693 | $691K | 1.63% | EC |
| 33 | MoonLake Immunotherapeutics | 61559X104 | Jul 2024 | 16,555 | $690K | 1.63% | EC |
| 34 | Elastic N.V. | N14506104 | Jul 2024 | 6,247 | $685K | 1.62% | EC |
| 35 | MASTERCARD INCORPORATED. | 57636Q104 | Jul 2024 | 1,473 | $683K | 1.61% | EC |
| 36 | QUANTA SERVICES, INC. | 74762E102 | Jul 2024 | 2,564 | $680K | 1.61% | EC |
| 37 | UNITED PARKS AND RESORTS INC. | 81282V100 | Jul 2024 | 12,909 | $680K | 1.61% | EC |
| 38 | META PLATFORMS, INC. | 30303M102 | Jul 2024 | 1,430 | $679K | 1.60% | EC |
| 39 | PTC THERAPEUTICS, INC. | 69366J200 | Jul 2024 | 19,912 | $674K | 1.59% | EC |
| 40 | MICROSOFT CORPORATION | 594918104 | Jul 2024 | 1,607 | $672K | 1.59% | EC |
| 41 | PG&E CORPORATION | 69331C108 | Jul 2024 | 36,700 | $670K | 1.58% | EC |
| 42 | ALPHABET INC. | 02079K305 | Jul 2024 | 3,892 | $668K | 1.58% | EC |
| 43 | ASHLAND INC. | 044186104 | Jul 2024 | 6,869 | $664K | 1.57% | EC |
| 44 | Roivant Sciences Ltd | G76279101 | Jul 2024 | 59,285 | $643K | 1.52% | EC |
| 45 | VISA INC. | 92826C839 | Jul 2024 | 2,418 | $642K | 1.52% | EC |
| 46 | ALBERTSONS COMPANIES, INC. | 013091103 | Jul 2024 | 32,367 | $642K | 1.52% | EC |
| 47 | KELLANOVA | 487836108 | Jul 2024 | 10,912 | $635K | 1.50% | EC |
| 48 | MARVELL TECHNOLOGY, INC | 573874104 | Jul 2024 | 9,256 | $620K | 1.47% | EC |
| 49 | ALIBABA GROUP HOLDING LIMITED | 01609W102 | Jul 2024 | 7,802 | $615K | 1.45% | EC |
| 50 | SALESFORCE, INC. | 79466L302 | Jul 2024 | 2,376 | $615K | 1.45% | EC |
| 51 | COUPANG, INC. | 22266T109 | Jul 2024 | 29,623 | $615K | 1.45% | EC |
| 52 | THE WALT DISNEY COMPANY | 254687106 | Jul 2024 | 6,544 | $613K | 1.45% | EC |
| 53 | IDEXX LABORATORIES, INC. | 45168D104 | Jul 2024 | 1,251 | $596K | 1.41% | EC |
| 54 | CHIPOTLE MEXICAN GRILL, INC. | 169656105 | Jul 2024 | 10,800 | $587K | 1.39% | EC |
| 55 | VISTRA CORP. | 92840M102 | Jul 2024 | 7,263 | $575K | 1.36% | EC |
| 56 | CHESAPEAKE ENERGY CORPORATION | 165167735 | Jul 2024 | 7,434 | $567K | 1.34% | EC |
| 57 | AVIS BUDGET GROUP, INC. | 053774105 | Jul 2024 | 5,551 | $561K | 1.33% | EC |
| 58 | DELTA AIR LINES, INC. | 247361702 | Jul 2024 | 12,907 | $555K | 1.31% | EC |
| 59 | SNOWFLAKE INC. | 833445109 | Jul 2024 | 4,099 | $534K | 1.26% | EC |
| 60 | HERTZ GLOBAL HOLDINGS, INC. | 42806J700 | Jul 2024 | 122,522 | $500K | 1.18% | EC |
| 61 | IMMUNOCORE HOLDINGS PLC | 45258D105 | Jul 2024 | 12,468 | $495K | 1.17% | EC |