Ativo Capital Management LLC Diversified Active

CIK: 0001423065 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $213,383 (100.0% shares, 0.0% debt)

Holdings (120)

Icon PLC 6.2%
Value ($000) $13,225 Shares 50,472 Est. Cost $133.94 Unrealized
Check Point Software Tech Ltd 5.0%
Value ($000) $10,613 Shares 93,888 Est. Cost $106.61 Unrealized
SAP Sap SE Sp ADR 4.6%
Value ($000) $9,734 Shares 72,079 Est. Cost $83.37 Unrealized
Wipro Ltd Sp ADR 1 Sh 4.1%
Value ($000) $8,706 Shares 985,912 Est. Cost $4.35 Unrealized
INFY Infosys Ltd Sp ADR 3.0%
Value ($000) $6,441 Shares 289,472 Est. Cost $12.19 Unrealized
Alibaba Group Holding Ltd Sp A 2.6%
Value ($000) $5,499 Shares 37,143 Est. Cost $150.74 Unrealized
AAPL Apple Inc 1.6%
Value ($000) $3,469 Shares 24,518 Est. Cost $86.79 Unrealized +65.8%
TSM Taiwan Semiconductor Mfg Ltd S 1.3%
Value ($000) $2,713 Shares 24,303 Est. Cost $31.63 Unrealized
Alphabet Inc Cap Stock Cl A 1.2%
Value ($000) $2,524 Shares 944 Est. Cost $1107.57 Unrealized
Zozo Inc Unsponsored ADR 1.1%
Value ($000) $2,393 Shares 319,445 Est. Cost $5.70 Unrealized
Facebook Inc Cl A 1.1%
Value ($000) $2,289 Shares 6,746 Est. Cost $159.55 Unrealized
Recruit Holdings Co Ltd Unspon 1.0%
Value ($000) $2,163 Shares 176,575 Est. Cost $8.74 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $2,161 Shares 6,754 Est. Cost $113.29 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $2,152 Shares 7,632 Est. Cost $165.15 Unrealized +70.0%
RELX Relx PLC Sp ADR 1.0%
Value ($000) $2,073 Shares 71,829 Est. Cost $21.59 Unrealized
Headhunter Group PLC Sp ADS 0.9%
Value ($000) $2,023 Shares 41,453 Est. Cost $18.79 Unrealized
TM Toyota Motor Corp Sp ADR 2 0.9%
Value ($000) $1,964 Shares 11,048 Est. Cost $125.47 Unrealized
BIO Bio Rad Laboratories Inc Cl A 0.9%
Value ($000) $1,942 Shares 2,604 Est. Cost $367.68 Unrealized +103.7%
KLAC Kla Corporation 0.9%
Value ($000) $1,937 Shares 5,790 Est. Cost $220.47 Unrealized +44.6%
SHECY Shin Etsu Chem Co Ltd ADR 0.9%
Value ($000) $1,883 Shares 44,560 Est. Cost $33.59 Unrealized
Adobe Systems Inc 0.9%
Value ($000) $1,849 Shares 3,212 Est. Cost $194.86 Unrealized
CGI Inc Cl A 0.9%
Value ($000) $1,841 Shares 21,723 Est. Cost $70.10 Unrealized
CDW Corp 0.8%
Value ($000) $1,798 Shares 9,880 Est. Cost $66.84 Unrealized
Aon Plc 0.8%
Value ($000) $1,798 Shares 6,292 Est. Cost $165.05 Unrealized
MCO Moodys Corp 0.8%
Value ($000) $1,764 Shares 4,967 Est. Cost $138.05 Unrealized +163.1%
Broadcom Ltd 0.8%
Value ($000) $1,740 Shares 3,587 Est. Cost $318.60 Unrealized
NVO Novo-Nordisk AS ADR 0.8%
Value ($000) $1,728 Shares 18,001 Est. Cost $66.35 Unrealized
OTEX Open Text Corp 0.8%
Value ($000) $1,728 Shares 35,461 Est. Cost $32.21 Unrealized +42.5%
S&P Global Inc 0.8%
Value ($000) $1,727 Shares 4,064 Est. Cost $157.66 Unrealized
ARCELORMITTAL SA LUXEMBOURG NY 0.8%
Value ($000) $1,712 Shares 56,753 Est. Cost $30.17 Unrealized
HD Home Depot Inc 0.8%
Value ($000) $1,698 Shares 5,172 Est. Cost $171.59 Unrealized +71.7%
TXN Texas Instruments Inc 0.8%
Value ($000) $1,694 Shares 8,812 Est. Cost $66.66 Unrealized +152.0%
Petroleo Brasileiro SA Sp ADR 0.8%
Value ($000) $1,689 Shares 163,369 Est. Cost $10.34 Unrealized
Mastercard Incorporated 0.8%
Value ($000) $1,683 Shares 4,842 Est. Cost $114.07 Unrealized
Canadian Pacific Railway Ltd 0.8%
Value ($000) $1,645 Shares 25,274 Est. Cost $110.73 Unrealized
MKTAY Makita Corp Sp ADR 0.8%
Value ($000) $1,633 Shares 29,573 Est. Cost $48.82 Unrealized
APH Amphenol Corp New 0.8%
Value ($000) $1,630 Shares 22,257 Est. Cost $22.38 Unrealized +57.4%
RY Royal Bank of Canada Montreal 0.8%
Value ($000) $1,627 Shares 16,357 Est. Cost $64.59 Unrealized +57.8%
MTD Mettler Toledo International 0.8%
Value ($000) $1,608 Shares 1,167 Est. Cost $1096.55 Unrealized +37.3%
A P Moller-Maersk AS Unsponsor 0.7%
Value ($000) $1,584 Shares 116,978 Est. Cost $13.54 Unrealized
SKBSY Skanska Ab Sp ADR 0.7%
Value ($000) $1,580 Shares 61,365 Est. Cost $26.39 Unrealized
Dell Technologies Inc Cl C 0.7%
Value ($000) $1,576 Shares 15,146 Est. Cost $83.69 Unrealized
Price T Rowe Group Inc 0.7%
Value ($000) $1,574 Shares 8,002 Est. Cost $197.93 Unrealized
Telus Corp 0.7%
Value ($000) $1,557 Shares 70,900 Est. Cost $24.11 Unrealized
China Merchants Bank Co Ltd AD 0.7%
Value ($000) $1,548 Shares 38,925 Est. Cost $42.34 Unrealized
AVY Avery Dennison Corp 0.7%
Value ($000) $1,543 Shares 7,444 Est. Cost $110.79 Unrealized +79.5%
Edwards Lifesciences Corp 0.7%
Value ($000) $1,543 Shares 13,629 Est. Cost $70.01 Unrealized
TMO Thermo Fisher Scientific Inc 0.7%
Value ($000) $1,542 Shares 2,698 Est. Cost $212.62 Unrealized +155.1%
AME Ametek Inc 0.7%
Value ($000) $1,538 Shares 12,400 Est. Cost $50.18 Unrealized +160.0%
Quest Diagnostics Inc 0.7%
Value ($000) $1,529 Shares 10,524 Est. Cost $145.29 Unrealized
SNPS Synopsys Inc 0.7%
Value ($000) $1,528 Shares 5,104 Est. Cost $69.10 Unrealized +339.3%
Lam Research Corp 0.7%
Value ($000) $1,515 Shares 2,661 Est. Cost $569.33 Unrealized
Oracle Corp 0.7%
Value ($000) $1,515 Shares 17,387 Est. Cost $42.79 Unrealized
NTDOY Nintendo Ltd ADR 0.7%
Value ($000) $1,489 Shares 25,123 Est. Cost $70.18 Unrealized
Veolia Environnement Sp ADR 0.7%
Value ($000) $1,487 Shares 46,757 Est. Cost $22.13 Unrealized
RVTY PerkinElmer Inc 0.7%
Value ($000) $1,478 Shares 8,529 Est. Cost $174.45 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value ($000) $1,477 Shares 5,410 Est. Cost $279.44 Unrealized +0.5%
MRSH Marsh & McLennan Cos Inc 0.7%
Value ($000) $1,476 Shares 9,750 Est. Cost $93.00 Unrealized +52.3%
Laboratory Corp America Holdin 0.7%
Value ($000) $1,463 Shares 5,199 Est. Cost $161.74 Unrealized
AmerisourceBergen Corp 0.7%
Value ($000) $1,455 Shares 12,183 Est. Cost $83.20 Unrealized
Monster Beverage Corp 0.7%
Value ($000) $1,453 Shares 16,362 Est. Cost $62.69 Unrealized
LOW Lowes Cos Inc 0.7%
Value ($000) $1,435 Shares 7,073 Est. Cost $175.40 Unrealized +4.7%
Allegion Pub Ltd Co 0.7%
Value ($000) $1,414 Shares 10,695 Est. Cost $90.55 Unrealized
KKR & Co Inc Cl A 0.7%
Value ($000) $1,406 Shares 23,087 Est. Cost $59.25 Unrealized
SHW Sherwin Williams Co 0.7%
Value ($000) $1,403 Shares 5,014 Est. Cost $224.50 Unrealized +25.3%
Nvr Inc 0.7%
Value ($000) $1,401 Shares 292 Est. Cost $2988.87 Unrealized
McKesson Corp 0.7%
Value ($000) $1,395 Shares 6,997 Est. Cost $155.61 Unrealized
TRMB Trimble Inc 0.6%
Value ($000) $1,384 Shares 16,821 Est. Cost $39.78 Unrealized +120.8%
BHP BHP GROUP LTD 0.6%
Value ($000) $1,375 Shares 25,684 Est. Cost $54.58 Unrealized
AMAT Applied Materials Inc 0.6%
Value ($000) $1,369 Shares 10,636 Est. Cost $130.59 Unrealized 0.0%
GlaxoSmithKline PLC Sp ADR 0.6%
Value ($000) $1,365 Shares 35,722 Est. Cost $38.34 Unrealized
JBS SA Sp ADR 0.6%
Value ($000) $1,359 Shares 100,100 Est. Cost $13.58 Unrealized
Trend Micro Inc Sp ADR 0.6%
Value ($000) $1,358 Shares 24,347 Est. Cost $60.10 Unrealized
Trane Technologies PLC 0.6%
Value ($000) $1,356 Shares 7,855 Est. Cost $82.61 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $1,341 Shares 5,085 Est. Cost $89.33 Unrealized +185.7%
D R Horton Inc 0.6%
Value ($000) $1,338 Shares 15,939 Est. Cost $68.93 Unrealized
Intuitive Surgical Inc 0.6%
Value ($000) $1,319 Shares 1,327 Est. Cost $428.96 Unrealized
Unitedhealth Group Inc 0.6%
Value ($000) $1,313 Shares 3,359 Est. Cost $207.27 Unrealized
Iqvia Holdings Inc 0.6%
Value ($000) $1,298 Shares 5,417 Est. Cost $99.03 Unrealized
Logitech Intl SA 0.6%
Value ($000) $1,293 Shares 14,665 Est. Cost $112.72 Unrealized
Visa Inc Cl A 0.6%
Value ($000) $1,277 Shares 5,731 Est. Cost $105.74 Unrealized
Ansys Inc 0.6%
Value ($000) $1,267 Shares 3,723 Est. Cost $178.57 Unrealized
EXPD Expeditors Intl Wash Inc 0.6%
Value ($000) $1,267 Shares 10,639 Est. Cost $118.76 Unrealized 0.0%
UPS United Parcel Service Inc 0.6%
Value ($000) $1,263 Shares 6,937 Est. Cost $117.34 Unrealized +38.7%
Vedanta Ltd Sp ADR 0.6%
Value ($000) $1,247 Shares 81,601 Est. Cost $15.28 Unrealized
Comcast Corp New 0.6%
Value ($000) $1,242 Shares 22,200 Est. Cost $44.47 Unrealized
Vonovia SE ADR 0.6%
Value ($000) $1,233 Shares 41,145 Est. Cost $33.97 Unrealized
Hp Inc 0.6%
Value ($000) $1,209 Shares 44,202 Est. Cost $28.39 Unrealized
Novartis AG Sp ADR 0.6%
Value ($000) $1,189 Shares 14,538 Est. Cost $94.85 Unrealized
PHG Koninklijke Philips NV NY Reg 0.5%
Value ($000) $1,164 Shares 26,185 Est. Cost $38.72 Unrealized
Vale SA ADR 0.5%
Value ($000) $1,156 Shares 82,880 Est. Cost $16.18 Unrealized
ALL Allstate Corp 0.5%
Value ($000) $1,152 Shares 9,050 Est. Cost $98.09 Unrealized +21.0%
FTS Fortis Inc 0.5%
Value ($000) $1,149 Shares 25,927 Est. Cost $28.09 Unrealized +36.1%
RIO Rio Tinto PLC Sp ADR 0.5%
Value ($000) $1,148 Shares 17,184 Est. Cost $59.52 Unrealized
MAS Masco Corp 0.5%
Value ($000) $1,121 Shares 20,180 Est. Cost $51.02 Unrealized +7.1%
CIG Cia Energetica de Minas Gerais 0.5%
Value ($000) $1,114 Shares 442,147 Est. Cost $2.52 Unrealized
Biontech SE Sp ADS 0.5%
Value ($000) $1,071 Shares 3,923 Est. Cost $273.01 Unrealized
Verisign Inc 0.5%
Value ($000) $1,069 Shares 5,216 Est. Cost $193.26 Unrealized
Companhia Paranaense Energy Co 0.5%
Value ($000) $1,027 Shares 157,277 Est. Cost $5.87 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $1,016 Shares 6,292 Est. Cost $88.73 Unrealized +69.3%
GD General Dynamics Corp 0.5%
Value ($000) $1,001 Shares 5,105 Est. Cost $106.60 Unrealized +67.5%
iShares MSCI China A 0.4%
Value ($000) $944 Shares 22,179 Est. Cost $42.08 Unrealized
Sirius XM Holdings Inc 0.4%
Value ($000) $915 Shares 149,949 Est. Cost $5.56 Unrealized
Inmode Ltd 0.4%
Value ($000) $895 Shares 5,616 Est. Cost $28.34 Unrealized
WU Western Un Co 0.4%
Value ($000) $889 Shares 43,963 Est. Cost $26.78 Unrealized
CTSH Cognizant Technology Solutions 0.4%
Value ($000) $802 Shares 10,813 Est. Cost $70.57 Unrealized -2.5%
AMGN Amgen Inc 0.4%
Value ($000) $796 Shares 3,745 Est. Cost $151.44 Unrealized +32.2%
Ferguson PLC 0.3%
Value ($000) $658 Shares 4,717 Est. Cost $120.09 Unrealized
Companhia Siderurgica Nacional 0.3%
Value ($000) $651 Shares 123,776 Est. Cost $8.31 Unrealized
SGIOY Shionogi & Co Ltd Unsponsored 0.3%
Value ($000) $633 Shares 37,000 Est. Cost $13.51 Unrealized
JAPAY Japan Tobacco Inc Unsponsord A 0.3%
Value ($000) $611 Shares 62,000 Est. Cost $9.85 Unrealized
Anglo American PLC Sp ADR 0.3%
Value ($000) $553 Shares 31,117 Est. Cost $17.77 Unrealized
Daikin Industries Ltd Unsponso 0.3%
Value ($000) $546 Shares 24,950 Est. Cost $20.20 Unrealized
Auto Trader Group PLC Unsponso 0.2%
Value ($000) $506 Shares 254,500 Est. Cost $2.02 Unrealized
Constellium SE Cl A 0.2%
Value ($000) $464 Shares 24,730 Est. Cost $18.76 Unrealized
BIDU Baidu Inc Sp ADR A 0.1%
Value ($000) $313 Shares 2,039 Est. Cost $217.55 Unrealized
Mobile Telesystems PJSC Sp ADR 0.1%
Value ($000) $280 Shares 29,063 Est. Cost $9.27 Unrealized
Yum China Holdings Inc 0.1%
Value ($000) $263 Shares 4,520 Est. Cost $58.19 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $210 Shares 64 Est. Cost $166.20 Unrealized +3.8%
PM Philip Morris Intl Inc 0.1%
Value ($000) $204 Shares 2,154 Est. Cost $81.05 Unrealized 0.0%