+74
New
74
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 594918104 | Apr 2024 | 5,093 | $2.0M | 9.74% | EC |
| 2 | Nvidia Corp | 67066G104 | Apr 2024 | 2,139 | $1.8M | 9.08% | EC |
| 3 | Apple Inc | 037833100 | Apr 2024 | 7,452 | $1.3M | 6.23% | EC |
| 4 | Amazon.com Inc | 023135106 | Apr 2024 | 6,571 | $1.1M | 5.65% | EC |
| 5 | Alphabet Inc | 02079K305 | Apr 2024 | 6,693 | $1.1M | 5.35% | EC |
| 6 | Meta Platforms Inc | 30303M102 | Apr 2024 | 1,696 | $730K | 3.58% | EC |
| 7 | Broadcom Ltd | 11135F101 | Apr 2024 | 387 | $503K | 2.47% | EC |
| 8 | Tjx Cos Inc/the | 872540109 | Apr 2024 | 3,638 | $342K | 1.68% | EC |
| 9 | Churchill Downs Inc | 171484108 | Apr 2024 | 2,466 | $318K | 1.56% | EC |
| 10 | Livanova Plc | G5509L101 | Apr 2024 | 5,640 | $314K | 1.54% | EC |
| 11 | Crowdstrike Holdings Inc | 22788C105 | Apr 2024 | 1,068 | $312K | 1.53% | EC |
| 12 | Visa Inc | 92826C839 | Apr 2024 | 1,067 | $287K | 1.41% | EC |
| 13 | Transmedics Group Inc | 89377M109 | Apr 2024 | 2,991 | $282K | 1.38% | EC |
| 14 | Freshpet Inc | 358039105 | Apr 2024 | 2,616 | $277K | 1.36% | EC |
| 15 | Tetra Technologies Inc | 88162F105 | Apr 2024 | 63,226 | $271K | 1.33% | EC |
| 16 | Cadence Design Systems Inc | 127387108 | Apr 2024 | 954 | $263K | 1.29% | EC |
| 17 | Eli Lilly & Co | 532457108 | Apr 2024 | 324 | $253K | 1.24% | EC |
| 18 | Chart Industries Inc | 16115Q308 | Apr 2024 | 1,747 | $252K | 1.24% | EC |
| 19 | Kratos Defense & Security Solutions Inc | 50077B207 | Apr 2024 | 13,509 | $241K | 1.18% | EC |
| 20 | Mp Materials Corp | 553368101 | Apr 2024 | 14,854 | $238K | 1.17% | EC |
| 21 | Integer Holdings Corp | 45826H109 | Apr 2024 | 2,119 | $237K | 1.16% | EC |
| 22 | Palo Alto Networks Inc | 697435105 | Apr 2024 | 803 | $234K | 1.15% | EC |
| 23 | Tenable Holdings Inc | 88025T102 | Apr 2024 | 5,131 | $231K | 1.13% | EC |
| 24 | Acadia Pharmaceuticals Inc | 004225108 | Apr 2024 | 13,524 | $226K | 1.11% | EC |
| 25 | Costco Wholesale Corp | 22160K105 | Apr 2024 | 310 | $224K | 1.10% | EC |
| 26 | Shift4 Payments Inc | 82452J109 | Apr 2024 | 3,826 | $221K | 1.09% | EC |
| 27 | First American Government Obligations Fund | 31846V336 | Apr 2024 | 211,619 | $212K | 1.04% | STIV |
| 28 | Autozone Inc | 053332102 | Apr 2024 | 67 | $198K | 0.97% | EC |
| 29 | Northern Oil & Gas Inc | 665531307 | Apr 2024 | 4,802 | $196K | 0.96% | EC |
| 30 | Palomar Holdings Inc | 69753M105 | Apr 2024 | 2,452 | $193K | 0.95% | EC |
| 31 | Western Alliance Bancorp | 957638109 | Apr 2024 | 3,267 | $186K | 0.91% | EC |
| 32 | Amgen Inc | 031162100 | Apr 2024 | 675 | $185K | 0.91% | EC |
| 33 | Unitedhealth Group Inc | 91324P102 | Apr 2024 | 381 | $184K | 0.91% | EC |
| 34 | Abbott Laboratories | 002824100 | Apr 2024 | 1,726 | $183K | 0.90% | EC |
| 35 | Darling Ingredients Inc | 237266101 | Apr 2024 | 4,242 | $180K | 0.88% | EC |
| 36 | Playags Inc | 72814N104 | Apr 2024 | 20,162 | $178K | 0.88% | EC |
| 37 | Constellation Brands Inc | 21036P108 | Apr 2024 | 685 | $174K | 0.85% | EC |
| 38 | Weatherford International Plc | G48833118 | Apr 2024 | 1,403 | $173K | 0.85% | EC |
| 39 | Charles Schwab Corp/the | 808513105 | Apr 2024 | 2,322 | $172K | 0.84% | EC |
| 40 | Tesla Inc | 88160R101 | Apr 2024 | 930 | $170K | 0.84% | EC |
| 41 | Uber Technologies Inc | 90353T100 | Apr 2024 | 2,502 | $166K | 0.81% | EC |
| 42 | Skywater Technology Inc | 83089J108 | Apr 2024 | 15,767 | $162K | 0.79% | EC |
| 43 | New Fortress Energy Inc | 644393100 | Apr 2024 | 5,944 | $156K | 0.76% | EC |
| 44 | Savers Value Village Inc | 80517M109 | Apr 2024 | 9,329 | $154K | 0.76% | EC |
| 45 | Teva Pharmaceutical Industries Ltd | 881624209 | Apr 2024 | 10,866 | $153K | 0.75% | EC |
| 46 | Merit Medical Systems Inc | 589889104 | Apr 2024 | 2,004 | $148K | 0.73% | EC |
| 47 | Intra-cellular Therapies Inc | 46116X101 | Apr 2024 | 2,048 | $147K | 0.72% | EC |
| 48 | Pinterest Inc | 72352L106 | Apr 2024 | 4,332 | $145K | 0.71% | EC |
| 49 | Lendingtree Inc | 52603B107 | Apr 2024 | 2,971 | $143K | 0.70% | EC |
| 50 | Regeneron Pharmaceuticals Inc | 75886F107 | Apr 2024 | 157 | $140K | 0.69% | EC |
| 51 | Chipotle Mexican Grill Inc | 169656105 | Apr 2024 | 44 | $139K | 0.68% | EC |
| 52 | Cactus Inc | 127203107 | Apr 2024 | 2,784 | $138K | 0.68% | EC |
| 53 | Aris Water Solutions Inc | 04041L106 | Apr 2024 | 9,781 | $137K | 0.67% | EC |
| 54 | Kkr & Co Inc | 48251W104 | Apr 2024 | 1,474 | $137K | 0.67% | EC |
| 55 | Cheniere Energy Inc | 16411R208 | Apr 2024 | 845 | $133K | 0.66% | EC |
| 56 | Netflix Inc | 64110L106 | Apr 2024 | 229 | $126K | 0.62% | EC |
| 57 | Insmed Inc | 457669307 | Apr 2024 | 4,917 | $122K | 0.60% | EC |
| 58 | Viking Therapeutics Inc | 92686J106 | Apr 2024 | 1,519 | $121K | 0.59% | EC |
| 59 | Salesforce Inc | 79466L302 | Apr 2024 | 445 | $120K | 0.59% | EC |
| 60 | Mongodb Inc | 60937P106 | Apr 2024 | 324 | $118K | 0.58% | EC |
| 61 | Hyatt Hotels Corp | 448579102 | Apr 2024 | 773 | $115K | 0.56% | EC |
| 62 | Aes Corp/the | 00130H105 | Apr 2024 | 6,295 | $113K | 0.55% | EC |
| 63 | Xpo Inc | 983793100 | Apr 2024 | 937 | $101K | 0.49% | EC |
| 64 | Indie Semiconductor Inc | 45569U101 | Apr 2024 | 17,451 | $98K | 0.48% | EC |
| 65 | Louisiana-pacific Corp | 546347105 | Apr 2024 | 1,303 | $95K | 0.47% | EC |
| 66 | Ultragenyx Pharmaceutical Inc | 90400D108 | Apr 2024 | 2,211 | $94K | 0.46% | EC |
| 67 | Willscot Mobile Mini Holdings Corp | 971378104 | Apr 2024 | 2,528 | $93K | 0.46% | EC |
| 68 | Match Group Inc | 57667L107 | Apr 2024 | 2,931 | $90K | 0.44% | EC |
| 69 | Modine Manufacturing Co | 607828100 | Apr 2024 | 917 | $85K | 0.42% | EC |
| 70 | Latham Group Inc | 51819L107 | Apr 2024 | 30,123 | $84K | 0.41% | EC |
| 71 | Snowflake Inc | 833445109 | Apr 2024 | 535 | $83K | 0.41% | EC |
| 72 | Antero Resources Corp | 03674X106 | Apr 2024 | 2,383 | $81K | 0.40% | EC |
| 73 | Brp Group Inc | 05589G102 | Apr 2024 | 1,618 | $43K | 0.21% | EC |
| 74 | Rubrik Inc | 781154109 | Apr 2024 | 711 | $23K | 0.11% | EC |