PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value ($000): $26,527,793 (100.0% shares, 0.0% debt)

Holdings (174)

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A 4.7%
Value ($000) $1,250,692 Shares 14,097,069 Est. Cost $59.64 Unrealized +26.2%
GE GENERAL ELECTRIC COMPANY 3.9%
Value ($000) $1,042,334 Shares 11,033,492 Est. Cost $62.84 Unrealized -2.0%
EIX EDISON INTERNATIONAL 3.8%
Value ($000) $1,015,254 Shares 14,875,516 Est. Cost $46.17 Unrealized +14.0%
AIG AMERICAN INTERNATIONAL GROUP INC. 3.6%
Value ($000) $950,150 Shares 16,710,346 Est. Cost $35.75 Unrealized +45.0%
LEA LEAR CORPORATION 3.6%
Value ($000) $944,412 Shares 5,162,131 Est. Cost $118.25 Unrealized +33.8%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION 3.5%
Value ($000) $932,034 Shares 10,118,702 Est. Cost $72.15 Unrealized +24.1%
WFC WELLS FARGO & COMPANY 3.4%
Value ($000) $905,403 Shares 18,870,433 Est. Cost $32.15 Unrealized +38.1%
HAL HALLIBURTON COMPANY 3.3%
Value ($000) $883,350 Shares 38,624,847 Est. Cost $21.27 Unrealized +2.4%
PVH PVH CORP. 3.1%
Value ($000) $829,292 Shares 7,775,831 Est. Cost $88.91 Unrealized +22.0%
NRG NRG ENERGY INC. 2.8%
Value ($000) $742,031 Shares 17,224,488 Est. Cost $30.66 Unrealized +14.0%
MCK MCKESSON CORPORATION 2.8%
Value ($000) $733,455 Shares 2,950,700 Est. Cost $136.55 Unrealized +57.3%
EQH EQUITABLE HOLDINGS INC. 2.7%
Value ($000) $724,122 Shares 22,083,633 Est. Cost $19.65 Unrealized +50.5%
C CITIGROUP INC. 2.6%
Value ($000) $681,012 Shares 11,276,902 Est. Cost $41.29 Unrealized +38.5%
HPE HEWLETT PACKARD ENTERPRISE CO. 2.6%
Value ($000) $677,070 Shares 42,934,080 Est. Cost $9.16 Unrealized +45.8%
NWL NEWELL BRANDS INC 2.3%
Value ($000) $618,998 Shares 28,342,422 Est. Cost $17.01 Unrealized +10.0%
COF CAPITAL ONE FINANCIAL CORPORATION 2.1%
Value ($000) $565,993 Shares 3,900,980 Est. Cost $67.61 Unrealized +112.1%
NOV NOV INC 2.1%
Value ($000) $551,037 Shares 40,666,965 Est. Cost $14.55 Unrealized -5.8%
BKR BAKER HUGHES COMPANY CLASS A 2.1%
Value ($000) $549,369 Shares 22,833,273 Est. Cost $17.21 Unrealized +29.9%
AVT AVNET INC. 1.9%
Value ($000) $502,401 Shares 12,185,337 Est. Cost $29.71 Unrealized +16.7%
GIL GILDAN ACTIVEWEAR INC. 1.7%
Value ($000) $456,375 Shares 10,766,094 Est. Cost $22.22 Unrealized +64.3%
BAC BANK OF AMERICA CORP 1.5%
Value ($000) $406,895 Shares 9,145,772 Est. Cost $10.76 Unrealized +281.1%
DOX AMDOCS LIMITED 1.5%
Value ($000) $403,487 Shares 5,391,334 Est. Cost $67.64 Unrealized +1.5%
AXS AXIS CAPITAL HOLDINGS LIMITED 1.4%
Value ($000) $384,423 Shares 7,057,524 Est. Cost $37.51 Unrealized +24.3%
DOW DOW INC. 1.4%
Value ($000) $364,121 Shares 6,419,626 Est. Cost $32.56 Unrealized +38.3%
XOM EXXON MOBIL CORPORATION 1.3%
Value ($000) $332,718 Shares 5,437,457 Est. Cost $47.30 Unrealized +14.0%
MET METLIFE INC. 1.2%
Value ($000) $330,761 Shares 5,293,024 Est. Cost $29.42 Unrealized +88.2%
VOYA VOYA FINANCIAL INC. 1.2%
Value ($000) $321,730 Shares 4,851,903 Est. Cost $30.44 Unrealized +99.7%
FMS FRESENIUS MEDICAL CARE AG & CO. KGAA SPON ADR 1.2%
Value ($000) $307,054 Shares 9,459,446 Est. Cost $34.16 Unrealized
PFE PFIZER INC. 1.1%
Value ($000) $294,844 Shares 4,993,118 Est. Cost $27.42 Unrealized +46.7%
MHK MOHAWK INDUSTRIES INC. 1.1%
Value ($000) $291,315 Shares 1,599,051 Est. Cost $128.67 Unrealized +38.7%
TXT TEXTRON INC. 1.0%
Value ($000) $277,451 Shares 3,593,922 Est. Cost $37.20 Unrealized +98.7%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $276,229 Shares 1,744,422 Est. Cost $42.95 Unrealized +244.2%
GS GOLDMAN SACHS GROUP INC. 0.9%
Value ($000) $241,140 Shares 630,348 Est. Cost $123.47 Unrealized +188.7%
SSNC SS&C TECHNOLOGIES HOLDINGS INC. 0.9%
Value ($000) $234,933 Shares 2,865,734 Est. Cost $76.96 Unrealized +0.0%
ORCL ORACLE CORPORATION 0.8%
Value ($000) $212,055 Shares 2,431,550 Est. Cost $35.15 Unrealized +153.0%
SKECHERS U.S.A. INC. CLASS A 0.8%
Value ($000) $209,770 Shares 4,833,399 Est. Cost $43.63 Unrealized
JELD JELD-WEN HOLDING INC. 0.7%
Value ($000) $194,981 Shares 7,396,840 Est. Cost $28.01 Unrealized -7.4%
SWK STANLEY BLACK & DECKER INC. 0.7%
Value ($000) $190,772 Shares 1,011,410 Est. Cost $103.48 Unrealized +53.2%
TCOM TRIP.COM GROUP LTD. SPON ADR 0.7%
Value ($000) $187,700 Shares 7,623,896 Est. Cost $31.07 Unrealized
OLN OLIN CORPORATION 0.7%
Value ($000) $184,974 Shares 3,215,822 Est. Cost $14.85 Unrealized +247.5%
ROYAL DUTCH SHELL PLC SPON ADR CLASS A 0.7%
Value ($000) $174,025 Shares 4,009,803 Est. Cost $50.07 Unrealized
CNO CNO FINANCIAL GROUP INC. 0.6%
Value ($000) $158,155 Shares 6,634,014 Est. Cost $14.35 Unrealized +56.0%
CAH CARDINAL HEALTH INC. 0.6%
Value ($000) $153,665 Shares 2,984,361 Est. Cost $50.39 Unrealized -11.4%
FLEX FLEX LTD. 0.6%
Value ($000) $150,891 Shares 8,231,915 Est. Cost $8.30 Unrealized +63.1%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $150,782 Shares 881,404 Est. Cost $150.25 Unrealized -3.4%
TEX TEREX CORPORATION 0.5%
Value ($000) $142,182 Shares 3,235,079 Est. Cost $26.81 Unrealized +67.4%
WBS WEBSTER FINANCIAL CORPORATION 0.5%
Value ($000) $126,628 Shares 2,267,687 Est. Cost $35.46 Unrealized +58.8%
CVE CENOVUS ENERGY INC. 0.5%
Value ($000) $125,861 Shares 10,249,274 Est. Cost $9.70 Unrealized +12.1%
FTI TECHNIPFMC PLC 0.5%
Value ($000) $124,616 Shares 21,050,079 Est. Cost $10.89 Unrealized -38.1%
AMGN AMGEN INC. 0.5%
Value ($000) $120,330 Shares 534,870 Est. Cost $157.27 Unrealized +17.7%
BKNG BOOKING HOLDINGS INC. 0.5%
Value ($000) $119,460 Shares 49,791 Est. Cost $1756.43 Unrealized +32.8%
UBS UBS GROUP AG 0.4%
Value ($000) $118,058 Shares 6,606,486 Est. Cost $16.49 Unrealized +6.7%
BIDU BAIDU INC. SPON ADR CLASS A 0.4%
Value ($000) $115,236 Shares 774,485 Est. Cost $160.84 Unrealized
BDC BELDEN INC. 0.4%
Value ($000) $110,644 Shares 1,683,316 Est. Cost $39.86 Unrealized +55.8%
SPB SPECTRUM BRANDS HOLDINGS INC. 0.4%
Value ($000) $102,105 Shares 1,003,782 Est. Cost $60.08 Unrealized +63.4%
CI CIGNA CORPORATION 0.4%
Value ($000) $100,779 Shares 438,874 Est. Cost $191.87 Unrealized +2.8%
MS MORGAN STANLEY 0.4%
Value ($000) $100,025 Shares 1,018,996 Est. Cost $20.20 Unrealized +329.6%
R RYDER SYSTEM INC. 0.3%
Value ($000) $91,616 Shares 1,111,434 Est. Cost $64.59 Unrealized +29.8%
ELV ANTHEM INC. 0.3%
Value ($000) $88,298 Shares 190,486 Est. Cost $357.60 Unrealized +11.1%
CELESTICA INC. 0.3%
Value ($000) $84,514 Shares 7,593,324 Est. Cost $8.43 Unrealized
STEELCASE INC. CLASS A 0.3%
Value ($000) $82,160 Shares 7,010,227 Est. Cost $12.14 Unrealized
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 0.3%
Value ($000) $80,402 Shares 2,065,824 Est. Cost $24.09 Unrealized
EPAC ENERPAC TOOL GROUP CORP CLASS A 0.3%
Value ($000) $79,943 Shares 3,941,949 Est. Cost $21.92 Unrealized -2.5%
RF REGIONS FINANCIAL CORPORATION 0.3%
Value ($000) $79,132 Shares 3,629,926 Est. Cost $7.32 Unrealized +162.1%
ASB ASSOCIATED BANC-CORP 0.3%
Value ($000) $79,023 Shares 3,498,138 Est. Cost $13.16 Unrealized +45.5%
DAN DANA INCORPORATED 0.3%
Value ($000) $76,420 Shares 3,348,838 Est. Cost $13.60 Unrealized +52.4%
FIRST MIDWEST BANCORP INC. 0.3%
Value ($000) $75,541 Shares 3,688,549 Est. Cost $18.68 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.3%
Value ($000) $72,058 Shares 1,155,708 Est. Cost $36.77 Unrealized +33.9%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $71,989 Shares 345,319 Est. Cost $178.57 Unrealized +3.7%
JUNIPER NETWORKS INC. 0.3%
Value ($000) $68,569 Shares 1,920,154 Est. Cost $26.22 Unrealized
GAP GAP INC. 0.3%
Value ($000) $66,727 Shares 3,780,585 Est. Cost $15.66 Unrealized +12.1%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $65,766 Shares 1,510,122 Est. Cost $16.64 Unrealized +123.2%
KEY KEYCORP 0.2%
Value ($000) $65,318 Shares 2,823,949 Est. Cost $8.24 Unrealized +128.0%
TRS TRIMAS CORPORATION 0.2%
Value ($000) $63,780 Shares 1,723,779 Est. Cost $24.00 Unrealized +43.6%
OEC ORION ENGINEERED CARBONS SA 0.2%
Value ($000) $62,346 Shares 3,395,766 Est. Cost $13.84 Unrealized +34.6%
SUPER MICRO COMPUTER INC. 0.2%
Value ($000) $61,912 Shares 1,408,690 Est. Cost $28.07 Unrealized
IVZ INVESCO LTD. 0.2%
Value ($000) $61,815 Shares 2,685,284 Est. Cost $15.68 Unrealized +28.9%
MTZ MASTEC INC. 0.2%
Value ($000) $61,678 Shares 668,374 Est. Cost $59.97 Unrealized +52.4%
SCSC SCANSOURCE INC. 0.2%
Value ($000) $55,864 Shares 1,592,462 Est. Cost $34.83 Unrealized +1.2%
PKX POSCO SPON ADR 0.2%
Value ($000) $55,446 Shares 951,214 Est. Cost $43.92 Unrealized
ARGO GROUP INTERNATIONAL HOLDINGS LTD. 0.2%
Value ($000) $53,841 Shares 926,544 Est. Cost $42.20 Unrealized
MUR MURPHY OIL CORPORATION 0.2%
Value ($000) $53,545 Shares 2,050,729 Est. Cost $17.95 Unrealized +33.1%
HOPE HOPE BANCORP INC. 0.2%
Value ($000) $52,192 Shares 3,548,064 Est. Cost $14.98 Unrealized -1.4%
DRH DIAMONDROCK HOSPITALITY COMPANY 0.2%
Value ($000) $51,808 Shares 5,391,066 Est. Cost $8.09 Unrealized
UMPQUA HOLDINGS CORPORATION 0.2%
Value ($000) $51,675 Shares 2,685,819 Est. Cost $11.31 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.2%
Value ($000) $51,594 Shares 3,345,914 Est. Cost $12.39 Unrealized +5.1%
UVSP UNIVEST FINANCIAL CORPORATION 0.2%
Value ($000) $51,510 Shares 1,721,598 Est. Cost $21.37 Unrealized +36.1%
REV GROUP INC. 0.2%
Value ($000) $51,166 Shares 3,615,998 Est. Cost $9.63 Unrealized
RGA REINSURANCE GROUP OF AMERICA INCORPORATED 0.2%
Value ($000) $50,856 Shares 464,479 Est. Cost $93.30 Unrealized +19.1%
TBI TRUEBLUE INC. 0.2%
Value ($000) $48,952 Shares 1,769,139 Est. Cost $16.85 Unrealized +67.9%
UVV UNIVERSAL CORP 0.2%
Value ($000) $48,521 Shares 883,485 Est. Cost $51.13 Unrealized -2.5%
AMWD AMERICAN WOODMARK CORPORATION 0.2%
Value ($000) $48,000 Shares 736,196 Est. Cost $67.70 Unrealized 0.0%
USNA USANA HEALTH SCIENCES INC. 0.2%
Value ($000) $45,098 Shares 445,632 Est. Cost $98.99 Unrealized +0.8%
MOG/A MOOG INC. CLASS A 0.2%
Value ($000) $44,936 Shares 554,965 Est. Cost $57.23 Unrealized +30.4%
THNPY TECHNIP ENERGIES NV ADR 0.2%
Value ($000) $41,709 Shares 2,876,490 Est. Cost $14.97 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR 0.2%
Value ($000) $41,425 Shares 344,316 Est. Cost $33.11 Unrealized
IBN ICICI BANK LIMITED SPON ADR 0.1%
Value ($000) $38,380 Shares 1,939,358 Est. Cost $9.23 Unrealized
VREX VAREX IMAGING CORPORATION 0.1%
Value ($000) $37,837 Shares 1,199,257 Est. Cost $25.09 Unrealized +13.0%
INTERPUBLIC GROUP OF COMPANIES INC. 0.1%
Value ($000) $36,998 Shares 987,919 Est. Cost $12.76 Unrealized +143.4%
CSCO CISCO SYSTEMS INC. 0.1%
Value ($000) $36,124 Shares 570,053 Est. Cost $18.00 Unrealized +180.4%
WSFS WSFS FINANCIAL CORPORATION 0.1%
Value ($000) $35,309 Shares 704,492 Est. Cost $38.13 Unrealized +37.4%
TRIPLE-S MANAGEMENT CORPORATION CLASS B 0.1%
Value ($000) $32,998 Shares 924,828 Est. Cost $20.01 Unrealized
ARW ARROW ELECTRONICS INC. 0.1%
Value ($000) $31,357 Shares 233,538 Est. Cost $60.97 Unrealized +101.2%
MRC GLOBAL INC. 0.1%
Value ($000) $31,089 Shares 4,518,807 Est. Cost $8.26 Unrealized
MPAA MOTORCAR PARTS OF AMERICA INC. 0.1%
Value ($000) $30,678 Shares 1,797,163 Est. Cost $18.75 Unrealized +0.2%
HOFT HOOKER FURNISHINGS CORPORATION 0.1%
Value ($000) $30,648 Shares 1,316,484 Est. Cost $23.24 Unrealized +8.1%
NEXTIER OILFIELD SOLUTIONS INC. 0.1%
Value ($000) $29,432 Shares 8,290,669 Est. Cost $4.74 Unrealized
PAHC PHIBRO ANIMAL HEALTH CORPORATION CLASS A 0.1%
Value ($000) $28,745 Shares 1,407,675 Est. Cost $23.16 Unrealized -7.8%
G GENPACT LIMITED 0.1%
Value ($000) $26,813 Shares 505,149 Est. Cost $25.86 Unrealized +84.2%
ABEV AMBEV SA SPON ADR 0.1%
Value ($000) $26,327 Shares 9,402,393 Est. Cost $2.99 Unrealized
GL GLOBE LIFE INC. 0.1%
Value ($000) $22,648 Shares 241,660 Est. Cost $87.99 Unrealized +1.6%
SHG SHINHAN FINANCIAL GROUP CO. LTD. SPON ADR 0.1%
Value ($000) $22,134 Shares 716,086 Est. Cost $28.17 Unrealized
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A 0.1%
Value ($000) $21,984 Shares 261,531 Est. Cost $73.63 Unrealized +13.5%
ETR ENTERGY CORPORATION 0.1%
Value ($000) $21,469 Shares 190,579 Est. Cost $30.91 Unrealized +46.0%
F FORD MOTOR COMPANY 0.1%
Value ($000) $16,958 Shares 816,459 Est. Cost $6.88 Unrealized +103.5%
KBR KBR INC. 0.1%
Value ($000) $16,237 Shares 340,972 Est. Cost $15.69 Unrealized +169.3%
CBRE CBRE GROUP INC. CLASS A 0.1%
Value ($000) $15,896 Shares 146,489 Est. Cost $92.92 Unrealized +10.3%
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $13,436 Shares 320,984 Est. Cost $42.01 Unrealized
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $12,106 Shares 56,208 Est. Cost $135.51 Unrealized +41.4%
VZ VERIZON COMMUNICATIONS INC. 0.0%
Value ($000) $11,801 Shares 227,113 Est. Cost $40.91 Unrealized -1.3%
SSNHZ SAMSUNG ELECTRONICS CO. LTD. SPON GDR 0.0%
Value ($000) $4,495 Shares 2,730 Est. Cost $1056.35 Unrealized
LUKOY OIL COMPANY LUKOIL PJSC SPON ADR 0.0%
Value ($000) $4,277 Shares 47,632 Est. Cost $69.78 Unrealized
HNHAY HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A 0.0%
Value ($000) $4,166 Shares 554,073 Est. Cost $5.01 Unrealized
CIG COMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR 0.0%
Value ($000) $3,984 Shares 1,639,365 Est. Cost $2.05 Unrealized
BABA ALIBABA GROUP HOLDING LTD. SPON ADR 0.0%
Value ($000) $3,665 Shares 30,853 Est. Cost $139.25 Unrealized
PCFBY PACIFIC BASIN SHIPPING LIMITED UNSPON ADR 0.0%
Value ($000) $3,217 Shares 430,365 Est. Cost $4.60 Unrealized
CEZ AS UNSPON ADR 0.0%
Value ($000) $2,960 Shares 156,399 Est. Cost $12.79 Unrealized
WLMIY WILMAR INTERNATIONAL LIMITED UNSPON ADR 0.0%
Value ($000) $2,704 Shares 86,544 Est. Cost $24.34 Unrealized
GXYYY GALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR 0.0%
Value ($000) $2,686 Shares 103,659 Est. Cost $36.68 Unrealized
SCBFY STANDARD CHARTERED PLC UNSPON ADR 0.0%
Value ($000) $2,666 Shares 216,586 Est. Cost $16.81 Unrealized
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR 0.0%
Value ($000) $2,658 Shares 180,465 Est. Cost $15.21 Unrealized
SSL SASOL LIMITED SPON ADR 0.0%
Value ($000) $2,510 Shares 153,043 Est. Cost $32.29 Unrealized
LNVGY LENOVO GROUP LIMITED SPON ADR 0.0%
Value ($000) $2,469 Shares 107,424 Est. Cost $14.29 Unrealized
HYUNDAI MOTOR COMPANY SPON GDR 144A 0.0%
Value ($000) $2,360 Shares 26,847 Est. Cost $58.37 Unrealized
CICHY CHINA CONSTRUCTION BANK CORPORATION UNSPON ADR 0.0%
Value ($000) $1,695 Shares 123,360 Est. Cost $17.26 Unrealized
KB KB FINANCIAL GROUP INC. SPON ADR 0.0%
Value ($000) $1,547 Shares 33,522 Est. Cost $46.35 Unrealized
OTPIY OTP BANK NYRT SPON ADR 144A 0.0%
Value ($000) $1,493 Shares 58,286 Est. Cost $19.91 Unrealized
VTKLY VTECH HOLDINGS LIMITED UNSPON ADR 0.0%
Value ($000) $1,089 Shares 139,730 Est. Cost $10.43 Unrealized
DNFGY DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H 0.0%
Value ($000) $1,073 Shares 25,144 Est. Cost $44.04 Unrealized
RNRTY REUNERT LIMITED UNSPON ADR 0.0%
Value ($000) $915 Shares 127,975 Est. Cost $10.74 Unrealized
ITUB ITAU UNIBANCO HOLDING S.A. SPON ADR PFD 0.0%
Value ($000) $842 Shares 224,429 Est. Cost $5.16 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC. SPON ADR 0.0%
Value ($000) $737 Shares 108,562 Est. Cost $6.82 Unrealized
ITRN ITURAN LOCATION AND CONTROL LTD. 0.0%
Value ($000) $667 Shares 25,006 Est. Cost $18.42 Unrealized +42.5%
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $638 Shares 2,905 Est. Cost $194.45 Unrealized 0.0%
COR AMERISOURCEBERGEN CORPORATION 0.0%
Value ($000) $616 Shares 4,633 Est. Cost $74.38 Unrealized +57.5%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $605 Shares 9,097 Est. Cost $66.51 Unrealized
NOK NOKIA OYJ SPON ADR 0.0%
Value ($000) $586 Shares 94,266 Est. Cost $5.65 Unrealized
BCS BARCLAYS PLC SPON ADR 0.0%
Value ($000) $573 Shares 55,321 Est. Cost $10.36 Unrealized
REGN REGENERON PHARMACEUTICALS INC. 0.0%
Value ($000) $571 Shares 904 Est. Cost $484.19 Unrealized +26.3%
VMWARE INC. CLASS A 0.0%
Value ($000) $559 Shares 4,822 Est. Cost $115.93 Unrealized
UTHR UNITED THERAPEUTICS CORPORATION 0.0%
Value ($000) $559 Shares 2,587 Est. Cost $191.62 Unrealized +2.4%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD. 0.0%
Value ($000) $546 Shares 4,681 Est. Cost $108.87 Unrealized +6.5%
MRK MERCK & CO. INC. 0.0%
Value ($000) $528 Shares 6,885 Est. Cost $63.06 Unrealized +10.8%
CITRIX SYSTEMS INC. 0.0%
Value ($000) $484 Shares 5,117 Est. Cost $94.59 Unrealized
LAM RESEARCH CORPORATION 0.0%
Value ($000) $480 Shares 667 Est. Cost $719.64 Unrealized
CHRW C.H. ROBINSON WORLDWIDE INC. 0.0%
Value ($000) $472 Shares 4,388 Est. Cost $84.35 Unrealized +4.1%
TMUS T-MOBILE US INC. 0.0%
Value ($000) $462 Shares 3,983 Est. Cost $122.03 Unrealized -6.8%
META META PLATFORMS INC. CLASS A 0.0%
Value ($000) $450 Shares 1,338 Est. Cost $267.39 Unrealized +23.3%
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $428 Shares 7,618 Est. Cost $51.11 Unrealized 0.0%
INTC INTEL CORPORATION 0.0%
Value ($000) $408 Shares 7,928 Est. Cost $53.82 Unrealized -12.1%
DLTR DOLLAR TREE INC. 0.0%
Value ($000) $400 Shares 2,849 Est. Cost $83.41 Unrealized +45.6%
HUM HUMANA INC. 0.0%
Value ($000) $391 Shares 844 Est. Cost $406.77 Unrealized +4.4%
MMS MAXIMUS INC. 0.0%
Value ($000) $369 Shares 4,633 Est. Cost $73.22 Unrealized +11.6%
EWT ISHARES INC MSCI TAIWAN ETF 0.0%
Value ($000) $320 Shares 4,800 Est. Cost $66.67 Unrealized
HMC HONDA MOTOR CO. LTD. SPON ADR 0.0%
Value ($000) $299 Shares 10,511 Est. Cost $30.63 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $252 Shares 1,388 Est. Cost $44.65 Unrealized +260.4%
QRVO QORVO INC. 0.0%
Value ($000) $248 Shares 1,588 Est. Cost $184.45 Unrealized -13.8%
GILD GILEAD SCIENCES INC. 0.0%
Value ($000) $247 Shares 3,404 Est. Cost $56.86 Unrealized +3.4%
LPLA LPL FINANCIAL HOLDINGS INC. 0.0%
Value ($000) $235 Shares 1,465 Est. Cost $165.05 Unrealized 0.0%
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 0.0%
Value ($000) $228 Shares 1,696 Est. Cost $119.00 Unrealized 0.0%
SBNY SIGNATURE BANK 0.0%
Value ($000) $223 Shares 689 Est. Cost $323.66 Unrealized
HPQ HP INC. 0.0%
Value ($000) $221 Shares 5,874 Est. Cost $24.60 Unrealized +14.6%
AN AUTONATION INC. 0.0%
Value ($000) $220 Shares 1,882 Est. Cost $120.32 Unrealized 0.0%
HNHPF HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS 0.0%
Value ($000) $172 Shares 23,319 Est. Cost $5.29 Unrealized