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Bridgewater

Tier 3 · directional-only · 31-DEC-2025 → 31-MAR-2026

AUM $22,404,547,213 · 993 positions · top-10 40.7% · SEC filing history →

13FScore 49/100 — cloning their disclosed top holdings over ~4.6y returned +5%/yr vs S&P +11%/yr (alpha -6%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$TSM · TAIWAN SEMICONDUCTOR MANUFAC1.6%$363,998,848Low
$NUE · NUCOR CORP0.5%$104,593,085Low
$GOOG · ALPHABET INC0.5%$111,015,394LowGoogle parent — search, ads, YouTube, Android, Google Cloud
$PCAR · PACCAR INC0.4%$89,751,816Low
$SNPS · SYNOPSYS INC0.4%$82,607,797LowChip design software (EDA) and IP
TOWER SEMICONDUCTOR LTD0.4%$81,198,983Low
$EMXC · ISHARES INC0.4%$84,345,545LowBlackRock iShares ETF family (index funds)
$STLD · STEEL DYNAMICS INC0.4%$78,854,220LowSteel manufacturing and recycling
$IM8N · INSMED INC0.2%$48,333,078LowRare-disease and pulmonary therapeutics
$TRI4EUR · THOMSON REUTERS CORP0.1%$14,388,612Low
$CRWV · COREWEAVE INC0.1%$28,201,017LowGPU cloud computing for AI workloads
$HUT · HUT 8 CORP0.1%$11,523,860LowBitcoin mining and digital-asset infrastructure
$PBR · PETROLEO BRASILEIRO S A0.1%$23,882,918Low
CONSTELLIUM SE0.1%$12,363,027Low
$KMT · KENNAMETAL INC0.1%$23,094,115Low
$LPX · LOUISIANA PAC CORP0.1%$12,306,099LowEngineered wood building products (siding, OSB)
$EMR · EMERSON ELEC CO0.1%$17,553,142LowIndustrial automation and process controls
$AAOI · APPLIED OPTOELECTRONICS INC0.1%$18,942,662LowFiber-optic networking components
$ASX · ASE TECHNOLOGY HLDG CO LTD0.1%$33,557,583LowSemiconductor packaging and test (Taiwan)
$J · JACOBS SOLUTIONS INC0.1%$12,485,022LowEngineering and infrastructure consulting
$WEA · WESTERN ALLIANCE BANCORP0.1%$13,518,180Low
$RAL · RALLIANT CORP0.1%$13,453,284LowPrecision instruments and test technology (Fortive spinoff)
ROSS STORES INC0.1%$13,494,099LowOff-price apparel and home retailer
$AEG · AEGON LTD0.0%$457,286Low
$ACLS · AXCELIS TECHNOLOGIES INC0.0%$772,657Low
CALIFORNIA WTR SVC GROUP0.0%$261,657Low
$SMCI · SUPER MICRO COMPUTER INC0.0%$1,682,430Low
$UDR · UDR INC0.0%$526,056LowMultifamily apartment REIT
$URI · UNITED RENTALS INC0.0%$7,545,696LowEquipment rental company
$GGB · GERDAU SA0.0%$173,908LowBrazilian long steel producer
GLOBALFOUNDRIES INC0.0%$3,365,357Low
$DOC · HEALTHPEAK PROPERTIES INC0.0%$452,384LowHealthcare real-estate REIT (labs, medical)
$IBOC · INTERNATIONAL BANCSHARES COR0.0%$8,857,786Low
$LZB · LA Z BOY INC0.0%$3,889,679Low
$PTON · PELOTON INTERACTIVE INC0.0%$3,358,628Low
$RYN · RAYONIER INC0.0%$906,826Low
$PKN · REVVITY INC0.0%$3,247,177LowLife sciences and diagnostics (formerly PerkinElmer)
$CGNX · COGNEX CORP0.0%$4,094,094LowMachine vision systems for factory automation
$WRBY · WARBY PARKER INC0.0%$3,613,926Low
$DIS · DISNEY WALT CO0.0%$2,299,627LowMedia, streaming, parks and entertainment
$EXPD · EXPEDITORS INTL WASH INC0.0%$2,075,976Low
$FNF · FIDELITY NATL FINL INC0.0%$1,295,904LowTitle insurance and transaction services
$FHB · FIRST HAWAIIAN INC0.0%$5,069,434LowHawaii regional bank
$AEP · AMERICAN ELEC PWR CO INC0.0%$6,798,989Low
$ATD · ATI INC0.0%$3,192,847Low
$ATRC · ATRICURE INC0.0%$956,240LowCardiac surgical ablation devices (atrial fibrillation)
$SNAP · SNAP INC0.0%$95,399LowSnapchat social media platform
$SHC · SOTERA HEALTH CO0.0%$9,971,921LowSterilization and lab services for medical devices
$SSNC · SS&C TECH HLDGS0.0%$2,344,949Low
$ULTA · ULTA BEAUTY INC0.0%$1,814,326LowBeauty products and cosmetics retailer
$FOXA · FOX CORP0.0%$502,474LowFox Corp — broadcast TV and news media
$GAP · GAP INC0.0%$5,139,233Low
$HRI · HERC HLDGS INC0.0%$4,336,796Low
$HXL · HEXCEL CORP NEW0.0%$1,779,893LowAdvanced composites and carbon fiber materials
$ILMN · ILLUMINA INC0.0%$1,571,688LowDNA sequencing systems and genomics
$KIM · KIMCO REALTY CORP0.0%$387,360LowOpen-air shopping center REIT
$PAAS · PAN AMERN SILVER CORP0.0%$8,274,424Low
$PRLB · PROTO LABS INC0.0%$438,484Low
$RG6 · ROGERS CORP0.0%$1,235,798LowEngineered materials and electronics components
$PCVX · VAXCYTE INC0.0%$749,793Low
$GBZ · WINMARK CORP0.0%$4,051,891Low
$EXTR · EXTREME NETWORKS INC0.0%$294,241Low
$FSLY · FASTLY INC0.0%$1,824,009LowEdge cloud and content-delivery platform
$ALB · ALBEMARLE CORP0.0%$5,911,205LowLithium and specialty chemicals
$ARGX · ARGENX SE0.0%$886,524LowAntibody therapeutics for autoimmune diseases
$TECH · BIO-TECHNE CORP0.0%$312,358LowLife-science reagents and diagnostics
$UFPI · UFP INDUSTRIES INC0.0%$4,328,166Low
$UAL · UNITED AIRLS HLDGS INC0.0%$7,387,881LowMajor US passenger airline
FIRSTSERVICE CORP NEW0.0%$246,202Low
$IPGP · IPG PHOTONICS CORP0.0%$581,659Low
JBS N.V.0.0%$472,240LowGlobal meat processor (beef, poultry, pork)
LYONDELLBASELL INDUSTRIES NV0.0%$641,983Low
$NEOG · NEOGEN CORP0.0%$988,707LowFood safety and animal-health diagnostics
$OSIS · OSI SYSTEMS INC0.0%$853,349Low
$PANW · PALO ALTO NETWORKS INC0.0%$2,111,254LowEnterprise cybersecurity platform
$RRX · REGAL REXNORD CORPORATION0.0%$683,312Low
$SNDK · SANDISK CORP0.0%$6,008,410Low
$SBAC · SBA COMMUNICATIONS CORP0.0%$2,521,756LowWireless communications tower REIT
$WY · WEYERHAEUSER CO0.0%$7,744,603Low
WHITE MTNS INS GROUP LTD0.0%$909,541Low
WOLVERINE WORLD WIDE INC0.0%$389,428Low
$YUM · YUM BRANDS INC0.0%$2,497,164LowFast food franchisor (KFC, Taco Bell, Pizza Hut)
$FDX · FEDEX CORP0.0%$499,008LowExpress shipping and logistics
$AYI · ACUITY INC0.0%$8,428,177LowLighting and building management products
$T · AT&T INC0.0%$4,648,923LowTelecom: wireless and broadband services
$BCS · BARCLAYS PLC0.0%$5,610,934LowUK global bank
$BAM · BROOKFIELD ASSET MANAGMT LTD0.0%$1,350,347Low
$BLDR · BUILDERS FIRSTSOURCE INC0.0%$334,424LowBuilding materials supplier to homebuilders
$CALY · CALLAWAY GOLF CO0.0%$596,326Low
$CECO · CECO ENVIRONMENTAL CORP0.0%$553,379Low
$SMTC · SEMTECH CORP0.0%$5,915,532LowAnalog and mixed-signal semiconductors
$SITM · SITIME CORP0.0%$4,646,684LowMEMS timing chips (silicon oscillators)
$SPB · SPECTRUM BRANDS HOLDINGS INC0.0%$717,838LowConsumer products (batteries, pet, home)
$TS · TENARIS S A0.0%$1,665,693Low
$WULF · TERAWULF INC0.0%$2,793,547LowBitcoin mining (nuclear/renewable powered)
$TSLA · TESLA INC0.0%$749,820LowElectric vehicles, energy storage and solar
$GT · GOODYEAR TIRE & RUBR CO0.0%$511,737LowTire manufacturer
$HEI.A · HEICO CORP NEW0.0%$617,227LowAerospace replacement parts and electronics
$JBLU · JETBLUE AIRWAYS CORP0.0%$60,550LowUS passenger airline
$MAT · MATTEL INC0.0%$600,423LowToys and games (Barbie, Hot Wheels)
$MDU · MDU RES GROUP INC0.0%$1,090,411Low
$NTRA · NATERA INC0.0%$5,047,148LowGenetic testing and diagnostics
$OTTR · OTTER TAIL CORP0.0%$1,334,192Low
$PCG · PG&E CORP0.0%$431,010LowCalifornia electric and gas utility
$RCI.B · ROGERS COMMUNICATIONS INC0.0%$940,688LowCanadian telecom and media
$CVBF · CVB FINL CORP0.0%$2,149,498Low
EQUINOX GOLD CORP0.0%$263,360Low
$ESS · ESSEX PPTY TR INC0.0%$507,232Low
$EVTC · EVERTEC INC0.0%$883,794LowPayment processing and transaction services (Latin America)
$EXR · EXTRA SPACE STORAGE INC0.0%$604,247LowSelf-storage facilities REIT
$FG · F&G ANNUITIES & LIFE INC0.0%$450,975LowAnnuities and life insurance provider
ALCON AG0.0%$2,176,937Low
$AGX · ARGAN INC0.0%$7,619,109LowPower-plant and energy-infrastructure construction services
$AVB · AVALONBAY CMNTYS INC0.0%$541,505Low
$AVTR · AVANTOR INC0.0%$1,005,159LowLab and production materials for life sciences
$BTE · BAYTEX ENERGY CORP0.0%$7,324,855Low
$BCC · BOISE CASCADE CO DEL0.0%$7,203,550Low
$SKM · SK TELECOM CO LTD0.0%$415,010Low
$TECK.B · TECK RESOURCES LTD0.0%$706,597LowDiversified mining (copper, zinc, coal)
$TXNM · TXNM ENERGY INC0.0%$4,379,765Low
$FLR · FLUOR CORP0.0%$8,931,982LowEngineering, procurement and construction services
$GVA · GRANITE CONSTR INC0.0%$4,110,565Low
$HAE · HAEMONETICS CORP MASS0.0%$2,726,528Low
$INDV · INDIVIOR PHARMACEUTICALS INC0.0%$1,132,058LowOpioid addiction treatment pharmaceuticals
$IOSP · INNOSPEC INC0.0%$434,469Low
$MATX · MATSON INC0.0%$2,398,934Low
$MPT · MEDICAL PROPERTIES TRUST INC0.0%$448,040LowHospital real-estate REIT
$MAA · MID-AMER APT CMNTYS INC0.0%$552,593LowSun Belt apartment REIT
$MSA · MSA SAFETY INC0.0%$430,533LowWorker safety equipment and detection
NEOGENOMICS INC0.0%$676,630LowCancer genetic and molecular testing labs
RBC BEARINGS INC0.0%$3,454,786LowPrecision bearings for aerospace/industrial
$REG · REGENCY CTRS CORP0.0%$468,260LowGrocery-anchored shopping center REIT
$CRWD · CROWDSTRIKE HLDGS INC0.0%$1,563,592LowCloud-native endpoint cybersecurity platform
$WMG · WARNER MUSIC GROUP CORP0.0%$826,117LowRecorded music and music publishing
$GWW · WW GRAINGER INC0.0%$1,311,154Low
$DPZ · DOMINOS PIZZA INC0.0%$4,094,870LowPizza delivery and carryout franchise
$DKNG · DRAFTKINGS INC NEW0.0%$8,558,493LowOnline sports betting and fantasy sports
$NPO · ENPRO INC0.0%$415,828Low
$AA · ALCOA CORP0.0%$3,805,418LowAluminum and bauxite/alumina producer
$ALGM · ALLEGRO MICROSYSTEMS INC0.0%$524,817Low
$AAL · AMERICAN AIRLINES GROUP INC0.0%$4,796,409Low
$ASH · ASHLAND INC0.0%$1,333,194Low
$AN · AUTONATION INC0.0%$1,211,979LowAuto dealership group
$CZR · CAESARS ENTERTAINMENT INC NE0.0%$511,553Low
$CRI · CARTERS INC0.0%$2,230,101Low
$CDW · CDW CORP0.0%$3,369,681LowIT products and solutions reseller
$SWK · STANLEY BLACK & DECKER INC0.0%$207,282LowPower tools and hardware (DeWalt, Craftsman)
$ERIC · TELEFONAKTIEBOLAGET LM ERICS0.0%$1,246,530Low
$HE · HAWAIIAN ELEC INDS INC MTN B0.0%$394,165Low
$HP · HELMERICH & PAYNE INC0.0%$2,488,664Low
KARMAN HLDGS INC0.0%$2,373,563Low
$KT · KT CORP0.0%$2,065,335Low
$KLIC · KULICKE & SOFFA INDS INC0.0%$2,204,840LowSemiconductor assembly and packaging equipment
$LYFT · LYFT INC0.0%$5,608,211LowRide-hailing and mobility platform
$MAS · MASCO CORP0.0%$1,506,232LowHome improvement and building products (Delta, Behr)
$MTRN · MATERION CORP0.0%$529,708LowAdvanced materials and specialty alloys
$MMSI · MERIT MED SYS INC0.0%$379,598LowMedical devices for cardiology and radiology
MILLICOM INTL CELLULAR S A0.0%$1,343,599Low
$MOD · MODINE MFG CO0.0%$5,557,745LowThermal management and cooling systems
$MUR · MURPHY OIL CORP0.0%$819,555Low
$OR · OR ROYALTIES INC.0.0%$3,555,815LowGold royalty and streaming company (Osisko)
$PENN · PENN ENTERTAINMENT INC0.0%$2,260,332LowCasinos and online sports betting
$S7V · SALLY BEAUTY HLDGS INC0.0%$3,173,949Low
$SAJA · COMPANHIA DE SANEAMENTO BASI0.0%$910,785Low
$WPM · WHEATON PRECIOUS METALS CORP0.0%$874,230LowPrecious-metals streaming company
$4DH · DANA INC0.0%$884,995LowVehicle driveline and electrified propulsion systems
$ENOV · ENOVIS CORPORATION0.0%$1,165,346LowOrthopedic medical devices and bracing
$ENQ · ENTEGRIS INC0.0%$7,187,867LowSemiconductor materials and filtration
$FIGS · FIGS INC0.0%$7,672,749LowDirect-to-consumer medical scrubs apparel
$MMM · 3M CO0.0%$1,506,326Low
AEHR TEST SYS0.0%$291,931Low
$AMH · AMERICAN HOMES 4 RENT0.0%$843,966LowSingle-family rental home REIT
$ADM · ARCHER DANIELS MIDLAND CO0.0%$3,229,907LowAgricultural commodities processing and trading
$AZO · AUTOZONE INC0.0%$1,685,512LowAuto parts retailer
$BUWA · BIO RAD LABS INC0.0%$469,415LowLife-science research and diagnostics products
$CHR · CHURCHILL DOWNS INC0.0%$372,345Low
$MWH · SOLV ENERGY INC0.0%$3,064,411Low
$SPXC · SPX TECHNOLOGIES INC0.0%$2,346,496Low
$UMC · UNITED MICROELECTRONICS CORP0.0%$1,203,580Low
$HLIO · HELIOS TECHNOLOGIES INC0.0%$422,168Low
HERBALIFE LTD0.0%$2,844,537Low
$IRM · IRON MTN INC DEL0.0%$479,445LowRecords storage and data-center REIT
$KNTK · KINETIK HOLDINGS INC0.0%$3,103,178Low
$KNX · KNIGHT-SWIFT TRANSN HLDGS IN0.0%$253,697LowTruckload and logistics carrier
$LLYVK · LIBERTY LIVE HOLDINGS INC0.0%$253,815LowTracking stock for Liberty's Live Nation stake
$MDA · MDA SPACE LTD0.0%$7,059,868Low
NORWEGIAN CRUISE LINE HLDGS0.0%$1,228,197LowGlobal cruise line operator
$RBA · RB GLOBAL INC0.0%$4,049,950LowIndustrial and auto auctions (Ritchie Bros.)
$COUR · COURSERA INC0.0%$62,478LowOnline higher-education and courses platform
$WCC · WESCO INTL INC0.0%$282,923LowElectrical and industrial product distribution
$WSFS · WSFS FINL CORP0.0%$5,848,131Low
$DKS · DICKS SPORTING GOODS INC0.0%$9,687,458LowSporting goods retail chain
$DIOD · DIODES INC0.0%$1,403,972LowDiscrete and analog semiconductors
$ECHO · ECHOSTAR CORP0.0%$4,134,210LowSatellite communications and Dish/Boost wireless
$EQR · EQUITY RESIDENTIAL0.0%$499,285LowApartment rental REIT
$EE · EXCELERATE ENERGY INC0.0%$1,292,519Low
$APO · APOLLO GLOBAL MGMT INC0.0%$502,838Low
$AVA · AVISTA CORP0.0%$726,173Low
$WHD · CACTUS INC0.0%$324,721LowOilfield wellhead equipment and services
$GIB.A · CGI INC0.0%$228,511Low
$CHV · CHEVRON CORPORATION0.0%$584,906LowIntegrated oil and gas major
$CIT · CINTAS CORP0.0%$1,939,359LowUniform rental and business services
$TW · TRADEWEB MKTS INC0.0%$379,571LowElectronic fixed-income and derivatives trading
$TFPM · TRIPLE FLAG PRECIOUS METAL0.0%$667,473LowPrecious-metals streaming and royalties
$FSK · FS KKR CAP CORP0.0%$353,185LowBusiness development company (middle-market lending)
$HAYW · HAYWARD HLDGS INC0.0%$749,146LowSwimming pool equipment manufacturer
$HUBG · HUB GROUP INC0.0%$321,981Low
$MSGS · MADISON SQUARE GRDN SPRT COR0.0%$393,394LowKnicks, Rangers and sports franchises
$MEOH · METHANEX CORP0.0%$807,065Low
$MGM · MGM RESORTS INTERNATIONAL0.0%$1,409,119LowCasino resorts and hospitality operator
$MKSI · MKS INC.0.0%$8,763,345LowSemiconductor and advanced manufacturing instruments
$PIPR · PIPER SANDLER COMPANIES0.0%$4,855,107LowInvestment bank and capital markets advisory
$PUMP · PROPETRO HLDG CORP0.0%$342,079LowHydraulic fracturing oilfield services
$PTGX · PROTAGONIST THERAPEUTICS INC0.0%$556,090LowPeptide therapeutics biotech
$VIAV · VIAVI SOLUTIONS INC0.0%$252,995LowNetwork test, measurement and optical products

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$AMZN · AMAZON COM INC4.1%+125%LowE-commerce, AWS cloud computing, advertising, devices
$GOOGL · ALPHABET INC2.6%+26%LowGoogle parent — search, ads, YouTube, Android, Google Cloud
$AVGO · BROADCOM INC2.5%+57%LowSemiconductors and infrastructure software
$MU · MICRON TECHNOLOGY INC2.2%+66%LowMemory chips (DRAM and NAND flash)
$MRVL · MARVELL TECHNOLOGY INC0.9%+97%LowData-infrastructure and networking semiconductors
$META · META PLATFORMS INC0.7%+30%LowFacebook, Instagram, WhatsApp; digital ads and AI
$CLS · CELESTICA INC0.7%+54%LowElectronics manufacturing services
$KLAC · KLA CORP0.7%+39%Low
$UNP · UNION PAC CORP0.6%+878%LowWestern US freight railroad
$AAPL · APPLE INC0.6%+95%LowiPhone, Mac, services and consumer electronics
$FIX · COMFORT SYS USA INC0.5%+27%LowCommercial HVAC installation and services
$VOO · VANGUARD INDEX FDS0.4%+334%LowVanguard index mutual fund/ETF family
$CSX · CSX CORP0.4%+244%LowEastern US freight railroad
CREDO TECHNOLOGY GROUP HOLDI0.4%+220%LowHigh-speed connectivity semiconductors (DSP, SerDes)
$NRA · NRG ENERGY INC0.4%+55%LowPower generation and retail electricity
$ALAB · ASTERA LABS INC0.4%+212%LowConnectivity semiconductors for AI data centers
$TER · TERADYNE INC0.4%+70%LowSemiconductor test equipment and robotics
$ARM · ARM HOLDINGS PLC0.4%+82%LowChip architecture and processor IP licensing
$BKR · BAKER HUGHES COMPANY0.4%+284%LowOilfield services and energy technology
$WDC · WESTERN DIGITAL CORP0.3%+244%LowHard drives and data storage devices
$CSCO · CISCO SYS INC0.3%+78%Low
$CEG · CONSTELLATION ENERGY CORP0.3%+381%LowLargest US nuclear power generator
$UTH · UNITED THERAPEUTICS CORP DEL0.3%+72%LowTherapies for pulmonary and rare diseases
$ONTO · ONTO INNOVATION INC0.3%+274%LowSemiconductor metrology and inspection
$AMKR · AMKOR TECHNOLOGY INC0.3%+1976%LowSemiconductor packaging and test services
$CAT · CATERPILLAR INC0.3%+33%LowConstruction and mining machinery
$FT2 · FIRST HORIZON CORPORATION0.2%+76%LowSoutheast US regional bank
$DELL · DELL TECHNOLOGIES INC0.2%+43%LowPCs, servers and enterprise IT infrastructure
$LNG · CHENIERE ENERGY INC0.2%+160%LowLNG export terminals and liquefaction
$SBSW · SIBANYE STILLWATER LTD0.2%+1566%LowPrecious and battery metals mining
$KGC · KINROSS GOLD CORP0.2%+124%LowCanadian gold mining company
$COHR · COHERENT CORP0.2%+234%LowLasers, optics and photonics for networking
$CENX · CENTURY ALUM CO0.2%+170%LowPrimary aluminum producer
$TEVA · TEVA PHARMACEUTICAL INDS LTD0.2%+50%LowGeneric and specialty pharmaceuticals
$CR · CRANE COMPANY0.1%+399%LowDiversified industrial: fluid handling, aerospace
$ELF · E L F BEAUTY INC0.1%+5370%Low
$AME · AMETEK INC0.1%+2428%LowElectronic instruments and electromechanical devices
NVENT ELEC PLC0.1%+112%Low
$CMI · CUMMINS INC0.1%+28%LowDiesel and alternative-power engines
$ACM · AECOM0.1%+329%LowInfrastructure engineering and design services
NEBIUS GROUP N.V.0.1%+435%LowAI cloud computing infrastructure (Yandex spinoff)
$PLTR · PALANTIR TECHNOLOGIES INC0.1%+300%LowBig-data analytics software for government/enterprise
$PPL · PPL CORP0.1%+675%LowPPL Corp — US electric and gas utility
$VSXY · VICTORIAS SECRET AND CO0.1%+148%LowLingerie and intimate apparel retailer
$EVRG · EVERGY INC0.1%+42%LowKansas/Missouri electric utility
SHARKNINJA INC0.1%+27%LowHome appliances (Shark, Ninja)
$TKR · TIMKEN CO0.1%+1072%LowBearings and power-transmission products
$HBM · HUDBAY MINERALS INC0.1%+329%Low
IREN LIMITED0.1%+161%LowBitcoin mining and AI data-center operator
$WSC · WILLSCOT HLDGS CORP0.1%+157%LowModular space and portable storage rentals
SPOTIFY TECHNOLOGY S A0.1%+55%LowMusic and podcast streaming platform
$PH · PARKER-HANNIFIN CORP0.1%+220%LowMotion and control technologies
$DG · DOLLAR GEN CORP0.1%+199%LowDiscount variety stores (rural focus)
$HWC · HANCOCK WHITNEY CORPORATION0.1%+5242%Low
$MPWR · MONOLITHIC PWR SYS INC0.1%+316%LowPower-management semiconductors
$PSX · PHILLIPS 660.1%+166%LowOil refining, midstream and chemicals
$ANF · ABERCROMBIE & FITCH CO0.1%+39%LowApparel retailer (Abercrombie, Hollister)
BRIDGEBIO PHARMA INC0.1%+501%LowGenetic-disease and oncology drug developer
$FLS · FLOWSERVE CORP0.1%+79%LowIndustrial pumps, valves and seals
GLOBAL E ONLINE LTD0.1%+415%LowCross-border e-commerce enablement platform
$KRYS · KRYSTAL BIOTECH INC0.1%+363%Low
$VLO · VALERO ENERGY CORP0.1%+55%LowPetroleum refining and renewable fuels
$CDE · COEUR MNG INC0.1%+105%LowSilver and gold mining
$EW · EDWARDS LIFESCIENCES CORP0.1%+124%LowHeart valves and cardiovascular devices
$OZK · BANK OZK LITTLE ROCK ARK0.1%+30%LowRegional bank (Arkansas), real-estate lending
$LUV · SOUTHWEST AIRLS CO0.1%+893%LowLow-cost US passenger airline
$MDB · MONGODB INC0.1%+8738%LowNoSQL database software and cloud (Atlas)
$PNC · PNC FINL SVCS GROUP INC0.1%+163%LowDiversified regional bank holding company
$PRIM · PRIMORIS SVCS CORP0.1%+35%Low
$BAC · VERIZON COMMUNICATIONS INC0.1%+249%LowWireless and broadband telecom carrier
$EBC · EASTERN BANKSHARES INC0.1%+32%LowRegional bank (Massachusetts)
$ADI · ANALOG DEVICES INC0.1%+1964%LowAnalog and mixed-signal semiconductors
$IDA · IDACORP INC0.1%+68%LowIdaho electric utility holding company
$KEYS · KEYSIGHT TECHNOLOGIES INC0.1%+63%LowElectronic test and measurement equipment
$MTZ · MASTEC INC0.1%+274%LowInfrastructure engineering and construction
ON HLDG AG0.1%+950%LowPremium athletic footwear (Switzerland)
$ROK · ROCKWELL AUTOMATION INC0.1%+3535%Low
$WST · WEST PHARMACEUTICAL SVSC INC0.0%+469%LowInjectable drug packaging and delivery components
$ABM · ABM INDS INC0.0%+66%Low
$ARWR · ARROWHEAD PHARMACEUTICALS IN0.0%+59%LowRNAi therapeutics drug developer
$BRBR · BELLRING BRANDS INC0.0%+86%LowProtein shakes and nutrition (Premier Protein)
$BX · BLACKSTONE INC0.0%+792%LowAlternative asset manager (private equity, real estate)
$CHTR · CHARTER COMMUNICATIONS INC0.0%+41%LowCable broadband and TV operator (Spectrum)
$UGI · UGI CORP NEW0.0%+26%LowNatural gas and propane utility/distribution
$FLO · FLOWERS FOODS INC0.0%+77%LowPackaged bakery foods (Wonder, Nature's Own)
$HIMS · HIMS & HERS HEALTH INC0.0%+543%Low
$HLI · HOULIHAN LOKEY INC0.0%+471%LowInvestment bank: M&A, restructuring advisory
$IDR · IDAHO STRATEGIC RESOURCES0.0%+67%LowGold mining and rare-earth exploration
$MTX · MINERALS TECHNOLOGIES INC0.0%+121%LowSpecialty minerals and materials producer
$NFLX · NETFLIX INC.0.0%+331%LowSubscription video streaming service
$NB · NIOCORP DEVS LTD0.0%+37%LowNiobium and rare-earth mining developer (Nebraska)
$VICR · VICOR CORP0.0%+74%LowModular power conversion components
$CLF · CLEVELAND-CLIFFS INC NEW0.0%+251%Low
$CL · COLGATE PALMOLIVE CO0.0%+34%LowConsumer oral, personal and home care
ENSIGN GROUP INC0.0%+258%Low
$AMGN · AMGEN INC0.0%+389%Low
$HSIC · SCHEIN HENRY INC0.0%+333%Low
$HL · HECLA MINING COMPANY0.0%+36%Low
$IPAR · INTERPARFUMS INC0.0%+51%LowPrestige fragrances under licensed brands
$IQV · IQVIA HLDGS INC0.0%+242%LowHealthcare data, analytics and clinical research
$IE · IVANHOE ELECTRIC INC0.0%+75%LowMineral exploration and electric-metals technology
$MGRC · MCGRATH RENTCORP0.0%+112%LowModular buildings and equipment rental
$NEE · NEXTERA ENERGY INC0.0%+241%LowUtility and renewable power generator (Florida)
COPA HOLDINGS SA0.0%+109%Low
$WLY · WILEY JOHN & SONS INC0.0%+463%LowAcademic and professional publishing
$DAR · DARLING INGREDIENTS INC0.0%+264%LowAnimal byproduct rendering and renewable fuels
$ESE · ESCO TECHNOLOGIES INC0.0%+337%LowEngineered filtration and test products
$ABBV · ABBVIE INC0.0%+114%Low
$AWR · AMER STATES WTR CO0.0%+47%LowRegulated water utility (California)
$TTEK · TETRA TECH INC NEW0.0%+233%LowEngineering and environmental consulting
$ITW · ILLINOIS TOOL WKS INC0.0%+43%LowDiversified industrial products and equipment
$IMCR · IMMUNOCORE HLDGS PLC0.0%+90%LowTCR-based cancer immunotherapy biotech (UK)
$ISRG · INTUITIVE SURGICAL INC0.0%+55%Lowda Vinci robotic surgical systems
KENON HLDGS LTD0.0%+171%LowHolding company for power generation and shipping
$LCII · LCI INDS0.0%+86%LowRV and recreational vehicle components maker
$QSR · RESTAURANT BRANDS INTL INC0.0%+31%LowBurger King, Tim Hortons, Popeyes franchisor
$RIO · RIO TINTO PLC0.0%+1107%LowGlobal mining: iron ore, copper, aluminum
$BROS · DUTCH BROS INC0.0%+48%LowDrive-thru coffee chain
ENCOMPASS HEALTH CORP0.0%+31%Low
F5 INC0.0%+435%LowApplication delivery and security networking
AMER SPORTS INC0.0%+37%LowSporting goods brands (Arc'teryx, Salomon, Wilson)
$AHQ · AMERICAN WOODMARK CORP0.0%+40%Low
AVIENT CORPORATION0.0%+64%LowSpecialty polymers and color additives
$BHC · BAUSCH HEALTH COS INC0.0%+37%LowPharmaceuticals and eye-care products
$BWXT · BWX TECHNOLOGIES INC0.0%+60%LowNuclear components for navy and power
STERIS PLC0.0%+231%Low
$TMO · THERMO FISHER SCIENTIFIC INC0.0%+759%LowLab equipment, reagents and life-science tools
$HLNE · HAMILTON LANE INC0.0%+98%LowPrivate-markets investment manager
$LBRT · LIBERTY ENERGY INC0.0%+87%Low
$MHK · MOHAWK INDS INC0.0%+41%LowFlooring manufacturer (carpet, tile, laminate)
PENTAIR PLC0.0%+287%LowWater treatment and pump systems
$VCYT · VERACYTE INC0.0%+223%LowGenomic diagnostic tests for cancer
$COLB · COLUMBIA BKG SYS INC0.0%+210%LowPacific Northwest regional bank
$ZWS · ZURN ELKAY WATER SOLNS CORP0.0%+129%LowWater management, drinking water and plumbing products
$ELAN · ELANCO ANIMAL HEALTH INC0.0%+289%LowAnimal health medicines and vaccines
$AFL · AFLAC INC0.0%+29%LowSupplemental health and life insurance
$AWI · ARMSTRONG WORLD INDS INC NEW0.0%+74%LowCeiling and wall systems
$BBY · BEST BUY INC0.0%+984%Low
$CVCO · CAVCO INDS INC DEL0.0%+40%LowManufactured and modular homes
$TTAN · SERVICETITAN INC0.0%+216%LowSoftware for home-services contractors
$TTMI · TTM TECHNOLOGIES INC0.0%+255%LowPrinted circuit board manufacturer
$GIS · GENERAL MILLS INC0.0%+36%Low
$GS · GOLDMAN SACHS GROUP INC0.0%+91%LowGlobal investment bank and asset manager
$GPK · GRAPHIC PACKAGING HLDG CO0.0%+51%LowPaper-based packaging manufacturer
$GXO · GXO LOGISTICS INCORPORATED0.0%+1291%LowContract logistics and warehousing
$KTB · KONTOOR BRANDS INC0.0%+79%LowDenim apparel (Wrangler, Lee)
$MZTI · MARZETTI COMPANY0.0%+124%LowSpecialty foods: dressings, dips, breads
$MRNA · MODERNA INC0.0%+393%LowmRNA vaccines and therapeutics biotech
$NVR · NVR INC0.0%+601%Low
PERRIGO CO PLC0.0%+73%LowStore-brand consumer self-care products
$PSA · PUBLIC STORAGE OPER CO0.0%+283%LowSelf-storage facilities REIT
$O · REALTY INCOME CORP0.0%+127%LowNet-lease commercial property REIT
$CLX · CLOROX CO DEL0.0%+39%LowHousehold cleaning and consumer products
$HCC · WARRIOR MET COAL INC0.0%+258%LowMetallurgical coal mining for steelmaking
$FAF · FIRST AMERN FINL CORP0.0%+51%LowTitle insurance and settlement services
$AG8 · AGILENT TECHNOLOGIES INC0.0%+463%LowAnalytical lab instruments and diagnostics
$BTO · B2GOLD CORP0.0%+754%LowGold mining company
$CNC · CENTENE CORP DEL0.0%+78%LowGovernment-sponsored managed care (Medicaid/ACA)
$SNA · SNAP ON INC0.0%+35%LowProfessional hand and power tools
SPORTRADAR GROUP AG0.0%+249%LowSports data, betting and integrity services
$SYM · SYMBOTIC INC0.0%+114%Low
TRANSOCEAN LTD0.0%+341%LowOffshore drilling rig contractor
$FMF · FORMFACTOR INC0.0%+93%LowSemiconductor test probe cards
$IDXX · IDEXX LABS INC0.0%+67%LowVeterinary diagnostics and software
$INSP · INSPIRE MED SYS INC0.0%+142%LowSleep apnea implant devices
$KMI · KINDER MORGAN INC DEL0.0%+43%Low
$LHX · L3HARRIS TECHNOLOGIES INC0.0%+206%LowDefense communications and electronics contractor
$LTM · LATAM AIRLINES GROUP SA0.0%+143%LowLatin American airline group
$SHOO · MADDEN STEVEN LTD0.0%+315%LowFootwear and accessories designer/retailer
$MTD · METTLER TOLEDO INTERNATIONAL0.0%+975%LowPrecision instruments and lab balances
$MP · MP MATERIALS CORP0.0%+73%LowRare-earth mining and processing (Mountain Pass)
$NOC · NORTHROP GRUMMAN CORP0.0%+79%LowAerospace and defense contractor
$PFGC · PERFORMANCE FOOD GROUP CO0.0%+133%LowFoodservice distribution
$POR · PORTLAND GEN ELEC CO0.0%+95%LowElectric utility (Oregon)
$WING · WINGSTOP INC0.0%+380%LowChicken wings fast-casual franchise
$FQI · DIGITAL RLTY TR INC0.0%+663%LowData-center REIT
$DLTR · DOLLAR TREE INC0.0%+92%LowDiscount variety store retailer
$AEO · AMERICAN EAGLE OUTFITTERS IN0.0%+101%LowCasual apparel retailer
AON PLC0.0%+51%LowInsurance brokerage and risk advisory
$BCPC · BALCHEM CORP0.0%+260%LowSpecialty ingredients and chemicals maker
$BCRX · BIOCRYST PHARMACEUTICALS INC0.0%+171%LowRare-disease drug developer (hereditary angioedema)
$BOOT · BOOT BARN HLDGS INC0.0%+108%Low
$CHRW · C H ROBINSON WORLDWIDE IN0.0%+574%Low
$CA8A · CACI INTL INC0.0%+215%LowGovernment IT and defense technology services
$GTLS · CHART INDS INC0.0%+127%LowCryogenic and gas-processing equipment
$SPG · SIMON PPTY GROUP INC NEW0.0%+159%LowShopping mall and retail real-estate REIT
$SYY · SYSCO CORP0.0%+67%Low
$TOWN · TOWNEBANK PORTSMOUTH VA0.0%+46%LowRegional bank (Virginia)
$UNFI · UNITED NAT FOODS INC0.0%+124%Low
$URBN · URBAN OUTFITTERS INC0.0%+1327%LowApparel and lifestyle retailer (Anthropologie)
$AG · FIRST MAJESTIC SILVER CORP0.0%+481%LowSilver mining in Mexico
$FULT · FULTON FINL CORP PA0.0%+57%Low
$GEHC · GE HEALTHCARE TECHNOLOGIES I0.0%+396%LowMedical imaging and diagnostics equipment
GOLAR LNG LTD0.0%+1253%LowFloating LNG liquefaction vessels
$7HP · HP INC0.0%+453%LowPCs and printers (HP Inc.)
$IEI · INSIGHT ENTERPRISES INC0.0%+39%LowIT solutions and reseller services
$ITRI · ITRON INC0.0%+122%LowUtility smart meters and grid technology
$JEF · JEFFERIES FINANCIAL GROUP IN0.0%+50%Low
$EL · LAUDER ESTEE COS INC0.0%+70%LowPrestige cosmetics and skincare
$LULU · LULULEMON ATHLETICA INC0.0%+97%LowAthletic apparel (yoga/athleisure)
$MCHP · MICROCHIP TECHNOLOGY INC.0.0%+213%LowMicrocontroller and analog semiconductors
$EYE · NATIONAL VISION HLDGS INC0.0%+73%Low
$NTRS · NORTHERN TR CORP0.0%+34%LowCustody bank and asset management (Northern Trust)
$PEN · PENUMBRA INC0.0%+743%Low
$TROW · PRICE T ROWE GROUP INC0.0%+60%LowActive asset management (mutual funds)
$COKE · COCA COLA CONS INC0.0%+55%Low
$8CW · CROWN CASTLE INC0.0%+298%LowCell towers and fiber infrastructure REIT
$DHI · D R HORTON INC0.0%+511%LowLargest US homebuilder
$DOCS · DOXIMITY INC0.0%+431%LowProfessional network for US physicians
$DY · DYCOM INDS INC0.0%+50%LowTelecom infrastructure construction services
EATON CORP PLC0.0%+626%Low
$ERO · ERO COPPER CORP0.0%+286%Low
$ADMA · ADMA BIOLOGICS INC0.0%+153%LowPlasma-derived immunoglobulin therapies
$AM · ANTERO MIDSTREAM CORP0.0%+36%LowNatural gas gathering and midstream infrastructure
$TDW · TIDEWATER INC NEW0.0%+61%Low
$HSY · HERSHEY CO0.0%+56%LowChocolate and confectionery maker
$PLD · PROLOGIS INC.0.0%+53%LowIndustrial logistics warehouse REIT
$RRC · RANGE RES CORP0.0%+157%LowNatural gas producer (Appalachia)
$VECO · VEECO INSTRS INC DEL0.0%+42%LowSemiconductor and thin-film process equipment
$VEN · VENTAS INC0.0%+201%LowHealthcare-focused REIT (senior housing, medical)

Top holdings now

Issuer% bookBusiness
$SPY · STATE STR SPDR S&P 500 ETF T12.7%
$IVV · ISHARES TR7.8%BlackRock iShares ETF family (index funds)
$AMZN · AMAZON COM INC4.1%E-commerce, AWS cloud computing, advertising, devices
$NVDA · NVIDIA CORPORATION3.7%GPUs and AI accelerator chips
$GOOGL · ALPHABET INC2.6%Google parent — search, ads, YouTube, Android, Google Cloud
$AVGO · BROADCOM INC2.5%Semiconductors and infrastructure software
$MU · MICRON TECHNOLOGY INC2.2%Memory chips (DRAM and NAND flash)
$MSFT · MICROSOFT CORP1.8%Windows, Office, Azure cloud, Xbox, AI software
$GEV · GE VERNOVA INC1.7%Power generation and grid equipment (GE energy)
$TSM · TAIWAN SEMICONDUCTOR MANUFAC1.6%

Generated 2026-06-27 · Alpha-Investor tracker