+32
New
32
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | RBC Bearings Inc | 75524B104 | Mar 2026 | 1,257 | $683K | 5.96% | EC |
| 2 | ASPEED Technology Inc | 000000000 | Mar 2026 | 1,673 | $577K | 5.03% | EC |
| 3 | Halma PLC | 000000000 | Mar 2026 | 11,109 | $567K | 4.95% | EC |
| 4 | UL Solutions Inc | 903731107 | Mar 2026 | 6,148 | $527K | 4.60% | EC |
| 5 | Monolithic Power Systems Inc | 609839105 | Mar 2026 | 459 | $502K | 4.38% | EC |
| 6 | WEG SA | 000000000 | Mar 2026 | 50,300 | $495K | 4.32% | EC |
| 7 | HealthEquity Inc | 42226A107 | Mar 2026 | 5,878 | $491K | 4.29% | EC |
| 8 | ASM International NV | 000000000 | Mar 2026 | 626 | $474K | 4.14% | EC |
| 9 | Dollarama Inc | 25675T107 | Mar 2026 | 3,728 | $458K | 3.99% | EC |
| 10 | Definity Financial Corp | 24477T100 | Mar 2026 | 9,481 | $446K | 3.90% | EC |
| 11 | HEICO Corp | 422806208 | Mar 2026 | 2,054 | $434K | 3.78% | EC |
| 12 | Saia Inc | 78709Y105 | Mar 2026 | 1,119 | $393K | 3.43% | EC |
| 13 | Rollins Inc | 775711104 | Mar 2026 | 7,293 | $390K | 3.40% | EC |
| 14 | Bajaj Finance Ltd | 000000000 | Mar 2026 | 43,325 | $371K | 3.24% | EC |
| 15 | Divi's Laboratories Ltd | 000000000 | Mar 2026 | 5,421 | $343K | 2.99% | EC |
| 16 | Finning International Inc | 318071404 | Mar 2026 | 5,202 | $322K | 2.81% | EC |
| 17 | Procore Technologies Inc | 74275K108 | Mar 2026 | 5,446 | $310K | 2.71% | EC |
| 18 | NU Holdings Ltd/Cayman Islands | 000000000 | Mar 2026 | 21,226 | $305K | 2.66% | EC |
| 19 | Sugi Holdings Co Ltd | 000000000 | Mar 2026 | 13,300 | $293K | 2.56% | EC |
| 20 | Manhattan Associates Inc | 562750109 | Mar 2026 | 2,158 | $287K | 2.51% | EC |
| 21 | Scout24 SE | 000000000 | Mar 2026 | 3,625 | $280K | 2.44% | EC |
| 22 | Hamilton Lane Inc | 407497106 | Mar 2026 | 2,699 | $268K | 2.34% | EC |
| 23 | Spotify Technology SA | 000000000 | Mar 2026 | 537 | $260K | 2.27% | EC |
| 24 | MonotaRO Co Ltd | 000000000 | Mar 2026 | 22,776 | $247K | 2.15% | EC |
| 25 | BayCurrent Inc | 000000000 | Mar 2026 | 8,417 | $244K | 2.13% | EC |
| 26 | Guidewire Software Inc | 40171V100 | Mar 2026 | 1,624 | $243K | 2.12% | EC |
| 27 | Loar Holdings Inc | 53947R105 | Mar 2026 | 4,187 | $240K | 2.09% | EC |
| 28 | Floor & Decor Holdings Inc | 339750101 | Mar 2026 | 4,628 | $235K | 2.05% | EC |
| 29 | MercadoLibre Inc | 58733R102 | Mar 2026 | 124 | $214K | 1.87% | EC |
| 30 | Trip.com Group Ltd | 000000000 | Mar 2026 | 4,117 | $203K | 1.78% | EC |
| 31 | Shift4 Payments Inc | 82452J109 | Mar 2026 | 4,639 | $203K | 1.77% | EC |
| 32 | Builders FirstSource Inc | 12008R107 | Mar 2026 | 2,083 | $171K | 1.50% | EC |