PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $26,450,267 (100.0% shares, 0.0% debt)

Holdings (177)

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A 4.6%
Value ($000) $1,205,397 Shares 13,442,594 Est. Cost $59.64 Unrealized +38.3%
EIX EDISON INTERNATIONAL 3.9%
Value ($000) $1,028,401 Shares 14,670,491 Est. Cost $46.17 Unrealized +16.0%
GE GENERAL ELECTRIC COMPANY 3.8%
Value ($000) $1,011,170 Shares 11,051,038 Est. Cost $62.84 Unrealized -6.9%
AIG AMERICAN INTERNATIONAL GROUP INC. 3.7%
Value ($000) $988,178 Shares 15,742,837 Est. Cost $35.75 Unrealized +54.0%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION 3.6%
Value ($000) $961,489 Shares 9,997,806 Est. Cost $72.15 Unrealized +25.6%
LEA LEAR CORPORATION 3.4%
Value ($000) $893,402 Shares 6,265,529 Est. Cost $123.32 Unrealized +19.2%
HAL HALLIBURTON COMPANY 3.3%
Value ($000) $862,285 Shares 22,769,611 Est. Cost $21.27 Unrealized +40.3%
WFC WELLS FARGO & COMPANY 3.2%
Value ($000) $857,068 Shares 17,686,093 Est. Cost $32.15 Unrealized +50.8%
MCK MCKESSON CORPORATION 3.1%
Value ($000) $827,313 Shares 2,702,490 Est. Cost $136.55 Unrealized +95.2%
NWL NEWELL BRANDS INC 2.9%
Value ($000) $776,138 Shares 36,251,194 Est. Cost $17.52 Unrealized +10.4%
NOV NOV INC 2.9%
Value ($000) $756,260 Shares 38,565,035 Est. Cost $14.55 Unrealized +20.3%
NRG NRG ENERGY INC. 2.7%
Value ($000) $715,589 Shares 18,654,573 Est. Cost $30.99 Unrealized +12.9%
EQH EQUITABLE HOLDINGS INC. 2.6%
Value ($000) $677,756 Shares 21,926,757 Est. Cost $19.65 Unrealized +51.9%
C CITIGROUP INC. 2.4%
Value ($000) $639,786 Shares 11,981,006 Est. Cost $42.01 Unrealized +27.4%
HPE HEWLETT PACKARD ENTERPRISE CO. 2.4%
Value ($000) $627,956 Shares 37,579,672 Est. Cost $9.16 Unrealized +63.4%
PVH PVH CORP. 2.3%
Value ($000) $600,331 Shares 7,836,192 Est. Cost $88.91 Unrealized +3.4%
DOX AMDOCS LIMITED 2.0%
Value ($000) $534,350 Shares 6,499,823 Est. Cost $68.38 Unrealized +5.2%
COF CAPITAL ONE FINANCIAL CORPORATION 1.9%
Value ($000) $513,332 Shares 3,909,913 Est. Cost $67.61 Unrealized +101.0%
AVT AVNET INC. 1.8%
Value ($000) $488,731 Shares 12,040,671 Est. Cost $29.71 Unrealized +25.5%
BKR BAKER HUGHES COMPANY CLASS A 1.7%
Value ($000) $444,680 Shares 12,213,122 Est. Cost $17.21 Unrealized +60.9%
AXS AXIS CAPITAL HOLDINGS LIMITED 1.6%
Value ($000) $430,048 Shares 7,111,763 Est. Cost $37.51 Unrealized +34.9%
DOW DOW INC. 1.5%
Value ($000) $400,703 Shares 6,288,492 Est. Cost $32.56 Unrealized +48.2%
FMS FRESENIUS MEDICAL CARE AG & CO. KGAA SPON ADR 1.5%
Value ($000) $389,935 Shares 11,577,632 Est. Cost $34.07 Unrealized
XOM EXXON MOBIL CORPORATION 1.4%
Value ($000) $372,460 Shares 4,509,751 Est. Cost $47.30 Unrealized +43.5%
SSNC SS&C TECHNOLOGIES HOLDINGS INC. 1.4%
Value ($000) $364,690 Shares 4,861,235 Est. Cost $77.46 Unrealized +0.9%
MET METLIFE INC. 1.4%
Value ($000) $359,137 Shares 5,110,095 Est. Cost $29.42 Unrealized +104.3%
GIL GILDAN ACTIVEWEAR INC. 1.3%
Value ($000) $334,588 Shares 8,927,121 Est. Cost $22.22 Unrealized +63.1%
BAC BANK OF AMERICA CORP 1.2%
Value ($000) $329,344 Shares 7,989,915 Est. Cost $10.76 Unrealized +279.3%
VOYA VOYA FINANCIAL INC. 1.2%
Value ($000) $320,526 Shares 4,830,831 Est. Cost $30.44 Unrealized +107.5%
SKECHERS U.S.A. INC. CLASS A 1.1%
Value ($000) $281,441 Shares 6,904,844 Est. Cost $42.77 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 1.0%
Value ($000) $264,791 Shares 3,625,787 Est. Cost $50.44 Unrealized +12.7%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $238,401 Shares 1,748,831 Est. Cost $42.95 Unrealized +211.2%
MHK MOHAWK INDUSTRIES INC. 0.8%
Value ($000) $217,661 Shares 1,752,503 Est. Cost $130.54 Unrealized +14.9%
TCOM TRIP.COM GROUP LTD. SPON ADR 0.8%
Value ($000) $212,589 Shares 9,195,018 Est. Cost $29.71 Unrealized
FTI TECHNIPFMC PLC 0.8%
Value ($000) $211,464 Shares 27,285,730 Est. Cost $9.97 Unrealized -31.2%
ORCL ORACLE CORPORATION 0.8%
Value ($000) $201,522 Shares 2,435,895 Est. Cost $35.15 Unrealized +119.0%
GS GOLDMAN SACHS GROUP INC. 0.7%
Value ($000) $190,917 Shares 578,362 Est. Cost $123.47 Unrealized +159.0%
SHEL SHELL PLC 0.7%
Value ($000) $181,177 Shares 3,298,328 Est. Cost $54.93 Unrealized
OLN OLIN CORPORATION 0.7%
Value ($000) $177,995 Shares 3,404,652 Est. Cost $16.64 Unrealized +183.5%
CNO CNO FINANCIAL GROUP INC. 0.7%
Value ($000) $176,644 Shares 7,040,430 Est. Cost $14.83 Unrealized +53.3%
PFE PFIZER INC. 0.7%
Value ($000) $175,885 Shares 3,397,428 Est. Cost $27.42 Unrealized +54.9%
CAH CARDINAL HEALTH INC. 0.6%
Value ($000) $168,591 Shares 2,973,379 Est. Cost $50.39 Unrealized -2.4%
JELD JELD-WEN HOLDING INC. 0.6%
Value ($000) $160,218 Shares 7,900,293 Est. Cost $27.72 Unrealized -15.1%
FLEX FLEX LTD. 0.6%
Value ($000) $150,640 Shares 8,120,792 Est. Cost $8.30 Unrealized +54.0%
TXT TEXTRON INC. 0.6%
Value ($000) $148,373 Shares 1,994,801 Est. Cost $37.20 Unrealized +93.3%
SWK STANLEY BLACK & DECKER INC. 0.5%
Value ($000) $141,385 Shares 1,011,410 Est. Cost $103.48 Unrealized +37.6%
BKNG BOOKING HOLDINGS INC. 0.5%
Value ($000) $132,939 Shares 56,607 Est. Cost $1821.69 Unrealized +26.2%
WBS WEBSTER FINANCIAL CORPORATION 0.5%
Value ($000) $130,705 Shares 2,329,026 Est. Cost $36.09 Unrealized +64.5%
AMGN AMGEN INC. 0.5%
Value ($000) $128,699 Shares 532,210 Est. Cost $157.27 Unrealized +29.3%
UBS UBS GROUP AG 0.5%
Value ($000) $128,226 Shares 6,562,217 Est. Cost $16.49 Unrealized +14.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $127,020 Shares 716,695 Est. Cost $150.25 Unrealized +1.0%
TEX TEREX CORPORATION 0.5%
Value ($000) $120,914 Shares 3,390,746 Est. Cost $27.48 Unrealized +50.5%
CI CIGNA CORPORATION 0.4%
Value ($000) $105,138 Shares 438,788 Est. Cost $191.87 Unrealized +13.8%
BDC BELDEN INC. 0.4%
Value ($000) $103,440 Shares 1,867,145 Est. Cost $41.55 Unrealized +37.3%
BIDU BAIDU INC. SPON ADR CLASS A 0.4%
Value ($000) $100,509 Shares 759,705 Est. Cost $160.84 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC. 0.4%
Value ($000) $95,344 Shares 1,074,660 Est. Cost $62.19 Unrealized +47.9%
STEELCASE INC. CLASS A 0.4%
Value ($000) $94,869 Shares 7,938,793 Est. Cost $12.12 Unrealized
ELV ANTHEM INC. 0.4%
Value ($000) $93,698 Shares 190,746 Est. Cost $357.60 Unrealized +21.0%
EPAC ENERPAC TOOL GROUP CORP CLASS A 0.3%
Value ($000) $87,361 Shares 3,990,912 Est. Cost $21.88 Unrealized -14.0%
CELESTICA INC. 0.3%
Value ($000) $86,095 Shares 7,228,795 Est. Cost $8.43 Unrealized
ASB ASSOCIATED BANC-CORP 0.3%
Value ($000) $85,996 Shares 3,778,402 Est. Cost $13.72 Unrealized +50.8%
DAN DANA INCORPORATED 0.3%
Value ($000) $85,487 Shares 4,865,525 Est. Cost $15.07 Unrealized +21.6%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $83,297 Shares 345,373 Est. Cost $178.57 Unrealized +14.7%
R RYDER SYSTEM INC. 0.3%
Value ($000) $83,142 Shares 1,048,052 Est. Cost $64.59 Unrealized +20.4%
RF REGIONS FINANCIAL CORPORATION 0.3%
Value ($000) $79,996 Shares 3,593,698 Est. Cost $7.32 Unrealized +171.6%
AXTA AXALTA COATING SYSTEMS LTD. 0.3%
Value ($000) $78,617 Shares 3,198,398 Est. Cost $27.95 Unrealized 0.0%
ONB OLD NATIONAL BANCORP 0.3%
Value ($000) $72,900 Shares 4,450,553 Est. Cost $18.21 Unrealized 0.0%
MS MORGAN STANLEY 0.3%
Value ($000) $72,804 Shares 832,994 Est. Cost $20.20 Unrealized +318.9%
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY 0.3%
Value ($000) $72,691 Shares 1,821,373 Est. Cost $24.09 Unrealized
GAP GAP INC. 0.3%
Value ($000) $68,074 Shares 4,834,805 Est. Cost $15.18 Unrealized -11.4%
DRH DIAMONDROCK HOSPITALITY COMPANY 0.3%
Value ($000) $66,315 Shares 6,565,872 Est. Cost $8.45 Unrealized
KEY KEYCORP 0.2%
Value ($000) $62,419 Shares 2,789,049 Est. Cost $8.24 Unrealized +146.3%
IVZ INVESCO LTD. 0.2%
Value ($000) $61,766 Shares 2,678,478 Est. Cost $15.68 Unrealized +18.3%
MTZ MASTEC INC. 0.2%
Value ($000) $61,745 Shares 708,903 Est. Cost $61.53 Unrealized +42.0%
JUNIPER NETWORKS INC. 0.2%
Value ($000) $60,416 Shares 1,625,824 Est. Cost $26.22 Unrealized
MRC GLOBAL INC. 0.2%
Value ($000) $59,711 Shares 5,013,481 Est. Cost $8.62 Unrealized
OEC ORION ENGINEERED CARBONS SA 0.2%
Value ($000) $59,276 Shares 3,711,709 Est. Cost $14.13 Unrealized +21.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $59,201 Shares 1,375,478 Est. Cost $16.64 Unrealized +139.7%
USNA USANA HEALTH SCIENCES INC. 0.2%
Value ($000) $58,311 Shares 733,939 Est. Cost $95.52 Unrealized -5.6%
SCSC SCANSOURCE INC. 0.2%
Value ($000) $58,222 Shares 1,673,517 Est. Cost $34.74 Unrealized -4.9%
SUPER MICRO COMPUTER INC. 0.2%
Value ($000) $58,158 Shares 1,527,648 Est. Cost $28.85 Unrealized
PKX POSCO HOLDINGS INC. SPON ADR 0.2%
Value ($000) $56,466 Shares 952,698 Est. Cost $43.92 Unrealized
TRS TRIMAS CORPORATION 0.2%
Value ($000) $55,348 Shares 1,724,771 Est. Cost $24.00 Unrealized +39.0%
ARGO GROUP INTERNATIONAL HOLDINGS LTD. 0.2%
Value ($000) $54,860 Shares 1,328,981 Est. Cost $41.92 Unrealized
HOPE HOPE BANCORP INC. 0.2%
Value ($000) $54,580 Shares 3,394,254 Est. Cost $14.98 Unrealized +10.1%
UMPQUA HOLDINGS CORPORATION 0.2%
Value ($000) $54,103 Shares 2,868,670 Est. Cost $11.79 Unrealized
REV GROUP INC. 0.2%
Value ($000) $53,983 Shares 4,028,592 Est. Cost $10.02 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $51,699 Shares 890,281 Est. Cost $51.13 Unrealized +7.7%
TBI TRUEBLUE INC. 0.2%
Value ($000) $51,279 Shares 1,774,957 Est. Cost $16.85 Unrealized +63.1%
RGA REINSURANCE GROUP OF AMERICA INCORPORATED 0.2%
Value ($000) $50,508 Shares 461,425 Est. Cost $93.30 Unrealized +18.6%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.2%
Value ($000) $49,284 Shares 3,371,011 Est. Cost $12.39 Unrealized +5.5%
MOG/A MOOG INC. CLASS A 0.2%
Value ($000) $49,071 Shares 558,895 Est. Cost $57.23 Unrealized +36.9%
UVSP UNIVEST FINANCIAL CORPORATION 0.2%
Value ($000) $46,325 Shares 1,731,120 Est. Cost $21.37 Unrealized +37.5%
HSIC HENRY SCHEIN INC. 0.2%
Value ($000) $44,369 Shares 508,877 Est. Cost $81.45 Unrealized 0.0%
AMWD AMERICAN WOODMARK CORPORATION 0.2%
Value ($000) $41,830 Shares 854,538 Est. Cost $66.29 Unrealized -13.2%
NEXTIER OILFIELD SOLUTIONS INC. 0.1%
Value ($000) $37,646 Shares 4,074,296 Est. Cost $4.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR 0.1%
Value ($000) $36,210 Shares 347,311 Est. Cost $33.11 Unrealized
CVE CENOVUS ENERGY INC. 0.1%
Value ($000) $36,063 Shares 2,162,031 Est. Cost $9.70 Unrealized +42.3%
IBN ICICI BANK LIMITED SPON ADR 0.1%
Value ($000) $35,363 Shares 1,867,085 Est. Cost $9.23 Unrealized
INTERPUBLIC GROUP OF COMPANIES INC. 0.1%
Value ($000) $35,022 Shares 987,919 Est. Cost $12.76 Unrealized +143.3%
WSFS WSFS FINANCIAL CORPORATION 0.1%
Value ($000) $34,511 Shares 740,256 Est. Cost $38.79 Unrealized +33.6%
MPAA MOTORCAR PARTS OF AMERICA INC. 0.1%
Value ($000) $33,445 Shares 1,875,779 Est. Cost $18.67 Unrealized -9.6%
MUR MURPHY OIL CORPORATION 0.1%
Value ($000) $33,190 Shares 821,727 Est. Cost $17.95 Unrealized +65.7%
CSCO CISCO SYSTEMS INC. 0.1%
Value ($000) $32,000 Shares 573,896 Est. Cost $18.00 Unrealized +179.3%
PAHC PHIBRO ANIMAL HEALTH CORPORATION CLASS A 0.1%
Value ($000) $31,537 Shares 1,580,812 Est. Cost $22.83 Unrealized -11.6%
THNPY TECHNIP ENERGIES NV ADR 0.1%
Value ($000) $30,628 Shares 2,529,109 Est. Cost $14.97 Unrealized
ABEV AMBEV SA SPON ADR 0.1%
Value ($000) $30,370 Shares 9,402,393 Est. Cost $2.99 Unrealized
VREX VAREX IMAGING CORPORATION 0.1%
Value ($000) $28,013 Shares 1,315,804 Est. Cost $25.12 Unrealized +1.2%
ARW ARROW ELECTRONICS INC. 0.1%
Value ($000) $27,705 Shares 233,538 Est. Cost $60.97 Unrealized +105.5%
HOFT HOOKER FURNISHINGS CORPORATION 0.1%
Value ($000) $26,731 Shares 1,411,338 Est. Cost $23.11 Unrealized -7.8%
GL GLOBE LIFE INC. 0.1%
Value ($000) $24,311 Shares 241,660 Est. Cost $87.99 Unrealized +11.6%
SHG SHINHAN FINANCIAL GROUP CO. LTD. SPON ADR 0.1%
Value ($000) $24,163 Shares 722,806 Est. Cost $28.17 Unrealized
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A 0.1%
Value ($000) $22,285 Shares 261,531 Est. Cost $73.63 Unrealized +10.0%
ETR ENTERGY CORPORATION 0.1%
Value ($000) $22,250 Shares 190,579 Est. Cost $30.91 Unrealized +53.7%
G GENPACT LIMITED 0.1%
Value ($000) $21,979 Shares 505,149 Est. Cost $25.86 Unrealized +70.1%
CBRE CBRE GROUP INC. CLASS A 0.1%
Value ($000) $19,949 Shares 217,978 Est. Cost $94.40 Unrealized +3.2%
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $15,543 Shares 342,964 Est. Cost $42.22 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $11,822 Shares 699,131 Est. Cost $6.88 Unrealized +111.5%
VZ VERIZON COMMUNICATIONS INC. 0.0%
Value ($000) $11,645 Shares 228,604 Est. Cost $40.91 Unrealized +1.4%
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $11,550 Shares 56,208 Est. Cost $135.51 Unrealized +40.5%
CIG COMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR 0.0%
Value ($000) $5,238 Shares 1,626,765 Est. Cost $2.05 Unrealized
HNHAY HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A 0.0%
Value ($000) $4,411 Shares 596,073 Est. Cost $5.18 Unrealized
SSNHZ SAMSUNG ELECTRONICS CO. LTD. SPON GDR 0.0%
Value ($000) $3,919 Shares 2,730 Est. Cost $1056.35 Unrealized
BABA ALIBABA GROUP HOLDING LTD. SPON ADR 0.0%
Value ($000) $3,416 Shares 31,401 Est. Cost $138.72 Unrealized
PCFBY PACIFIC BASIN SHIPPING LIMITED UNSPON ADR 0.0%
Value ($000) $3,358 Shares 305,265 Est. Cost $4.60 Unrealized
SSL SASOL LIMITED SPON ADR 0.0%
Value ($000) $3,255 Shares 134,619 Est. Cost $32.29 Unrealized
GXYYY GALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR 0.0%
Value ($000) $3,046 Shares 105,059 Est. Cost $36.58 Unrealized
WLMIY WILMAR INTERNATIONAL LIMITED UNSPON ADR 0.0%
Value ($000) $3,032 Shares 86,574 Est. Cost $24.34 Unrealized
SCBFY STANDARD CHARTERED PLC UNSPON ADR 0.0%
Value ($000) $2,958 Shares 216,586 Est. Cost $16.81 Unrealized
CEZ AS UNSPON ADR 0.0%
Value ($000) $2,516 Shares 119,289 Est. Cost $12.79 Unrealized
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR 0.0%
Value ($000) $2,422 Shares 180,465 Est. Cost $15.21 Unrealized
OTPIY OTP BANK NYRT SPON ADR 144A 0.0%
Value ($000) $2,415 Shares 131,286 Est. Cost $19.07 Unrealized
LNVGY LENOVO GROUP LIMITED SPON ADR 0.0%
Value ($000) $2,295 Shares 107,424 Est. Cost $14.29 Unrealized
HYUNDAI MOTOR COMPANY SPON GDR 144A 0.0%
Value ($000) $1,999 Shares 26,847 Est. Cost $58.37 Unrealized
ITUB ITAU UNIBANCO HOLDING S.A. SPON ADR PFD 0.0%
Value ($000) $1,916 Shares 335,597 Est. Cost $5.34 Unrealized
CICHY CHINA CONSTRUCTION BANK CORPORATION UNSPON ADR 0.0%
Value ($000) $1,832 Shares 123,360 Est. Cost $17.26 Unrealized
KB KB FINANCIAL GROUP INC. SPON ADR 0.0%
Value ($000) $1,637 Shares 33,522 Est. Cost $46.35 Unrealized
VTKLY VTECH HOLDINGS LIMITED UNSPON ADR 0.0%
Value ($000) $1,015 Shares 139,730 Est. Cost $10.43 Unrealized
TSCDY TESCO PLC SPON ADR 0.0%
Value ($000) $952 Shares 87,376 Est. Cost $10.90 Unrealized
DNFGY DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H 0.0%
Value ($000) $949 Shares 25,144 Est. Cost $44.04 Unrealized
RNRTY REUNERT LIMITED UNSPON ADR 0.0%
Value ($000) $788 Shares 127,975 Est. Cost $10.74 Unrealized
VWAPY VOLKSWAGEN AG UNSPON ADR PFD 0.0%
Value ($000) $732 Shares 42,703 Est. Cost $17.14 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC. SPON ADR 0.0%
Value ($000) $681 Shares 108,562 Est. Cost $6.82 Unrealized
META META PLATFORMS INC. CLASS A 0.0%
Value ($000) $646 Shares 2,903 Est. Cost $257.04 Unrealized -3.4%
REGN REGENERON PHARMACEUTICALS INC. 0.0%
Value ($000) $645 Shares 924 Est. Cost $487.32 Unrealized +29.1%
HALO HALOZYME THERAPEUTICS INC. 0.0%
Value ($000) $628 Shares 15,738 Est. Cost $35.62 Unrealized 0.0%
ITRN ITURAN LOCATION AND CONTROL LTD. 0.0%
Value ($000) $626 Shares 27,215 Est. Cost $18.82 Unrealized +23.8%
NOK NOKIA OYJ SPON ADR 0.0%
Value ($000) $611 Shares 111,936 Est. Cost $5.62 Unrealized
QRVO QORVO INC. 0.0%
Value ($000) $527 Shares 4,245 Est. Cost $153.69 Unrealized -12.0%
INTC INTEL CORPORATION 0.0%
Value ($000) $527 Shares 10,632 Est. Cost $51.88 Unrealized -11.0%
BIIB BIOGEN INC. 0.0%
Value ($000) $502 Shares 2,384 Est. Cost $217.46 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORPORATION 0.0%
Value ($000) $497 Shares 2,768 Est. Cost $191.55 Unrealized -0.5%
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 0.0%
Value ($000) $490 Shares 4,746 Est. Cost $110.07 Unrealized -4.5%
WSM WILLIAMS-SONOMA INC. 0.0%
Value ($000) $482 Shares 3,327 Est. Cost $70.13 Unrealized 0.0%
COR AMERISOURCEBERGEN CORPORATION 0.0%
Value ($000) $476 Shares 3,079 Est. Cost $74.38 Unrealized +83.1%
LAM RESEARCH CORPORATION 0.0%
Value ($000) $473 Shares 879 Est. Cost $675.86 Unrealized
EXEL EXELIXIS INC. 0.0%
Value ($000) $469 Shares 20,669 Est. Cost $19.53 Unrealized 0.0%
IPGP IPG PHOTONICS CORPORATION 0.0%
Value ($000) $460 Shares 4,192 Est. Cost $137.48 Unrealized 0.0%
PLTK PLAYTIKA HOLDING CORP. 0.0%
Value ($000) $441 Shares 22,824 Est. Cost $17.80 Unrealized 0.0%
BCS BARCLAYS PLC SPON ADR 0.0%
Value ($000) $437 Shares 55,321 Est. Cost $10.36 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.0%
Value ($000) $428 Shares 3,209 Est. Cost $125.08 Unrealized 0.0%
MRK MERCK & CO. INC. 0.0%
Value ($000) $418 Shares 5,092 Est. Cost $63.06 Unrealized +10.8%
YETI YETI HOLDINGS INC. 0.0%
Value ($000) $404 Shares 6,729 Est. Cost $64.57 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $382 Shares 7,618 Est. Cost $51.11 Unrealized +0.1%
HUM HUMANA INC. 0.0%
Value ($000) $367 Shares 844 Est. Cost $406.77 Unrealized -1.1%
MMS MAXIMUS INC. 0.0%
Value ($000) $349 Shares 4,657 Est. Cost $73.22 Unrealized +4.5%
DHI D.R. HORTON INC. 0.0%
Value ($000) $297 Shares 3,981 Est. Cost $83.34 Unrealized 0.0%
CHRW C.H. ROBINSON WORLDWIDE INC. 0.0%
Value ($000) $277 Shares 2,572 Est. Cost $84.35 Unrealized +9.5%
DGX QUEST DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $269 Shares 1,966 Est. Cost $129.14 Unrealized 0.0%
LPLA LPL FINANCIAL HOLDINGS INC. 0.0%
Value ($000) $268 Shares 1,465 Est. Cost $165.05 Unrealized +5.5%
HMC HONDA MOTOR CO. LTD. SPON ADR 0.0%
Value ($000) $255 Shares 9,011 Est. Cost $30.63 Unrealized
CCL CARNIVAL CORPORATION 0.0%
Value ($000) $239 Shares 11,837 Est. Cost $20.22 Unrealized 0.0%
HPQ HP INC. 0.0%
Value ($000) $213 Shares 5,874 Est. Cost $24.60 Unrealized +30.3%
SBNY SIGNATURE BANK 0.0%
Value ($000) $202 Shares 689 Est. Cost $323.66 Unrealized
HNHPF HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS 0.0%
Value ($000) $169 Shares 23,319 Est. Cost $5.29 Unrealized
SIRIUS XM HOLDINGS INC. 0.0%
Value ($000) $137 Shares 20,715 Est. Cost $6.61 Unrealized
LUKOY OIL COMPANY LUKOIL PJSC SPON ADR 0.0%
Value ($000) $0 Shares 45,362 Est. Cost $69.78 Unrealized