Close Asset Management Ltd Diversified Active

CIK: 0001718570 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $2,803,196 (100.0% shares, 0.0% debt)

Holdings (203)

MSFT MICROSOFT CORP COM USD (US LISTED) 15.8%
Value ($000) $442,512 Shares 1,315,961 Est. Cost $110.57 Unrealized +163.5%
GOOGL ALPHABET INC COM CL A USD0.001 12.4%
Value ($000) $346,629 Shares 119,628 Est. Cost $60.43 Unrealized +123.1%
AMAT APPLIED MATERIALS INC COM USD0.01 8.4%
Value ($000) $234,703 Shares 1,491,648 Est. Cost $90.65 Unrealized +46.6%
AVTR AVANTOR INC COM USD0.01 7.4%
Value ($000) $207,973 Shares 4,934,700 Est. Cost $39.41 Unrealized -9.5%
ADBE ADOBE INC COM USD0.0001 6.0%
Value ($000) $168,519 Shares 297,086 Est. Cost $267.43 Unrealized +79.9%
COST COSTCO WHOLESALE COM USD0.01 5.9%
Value ($000) $164,500 Shares 289,750 Est. Cost $488.10 Unrealized +2.6%
MCO MOODYS CORP COM US$0.01 5.3%
Value ($000) $147,976 Shares 378,950 Est. Cost $372.33 Unrealized -12.7%
APD AIR PRODUCTS & CHEMICALS INC COM USD1 5.1%
Value ($000) $142,416 Shares 468,005 Est. Cost $241.82 Unrealized -4.1%
HUM HUMANA INC COM USD0.166 3.9%
Value ($000) $110,436 Shares 238,100 Est. Cost $424.84 Unrealized -5.3%
MRSH MARSH & MCLENNAN COM USD1.00 3.9%
Value ($000) $107,967 Shares 621,251 Est. Cost $154.51 Unrealized -3.8%
NVR NVR INC COM USD0.01 3.8%
Value ($000) $107,195 Shares 18,149 Est. Cost $5277.99 Unrealized -3.5%
MA MASTERCARD INC COM CL A USD0.0001 1.7%
Value ($000) $48,331 Shares 134,497 Est. Cost $215.40 Unrealized +63.2%
AAPL APPLE INC COM NPV 1.7%
Value ($000) $46,626 Shares 262,525 Est. Cost $89.27 Unrealized +84.7%
AMZN AMAZON COM INC COM USD0.01 1.7%
Value ($000) $46,562 Shares 13,962 Est. Cost $67.35 Unrealized +129.4%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $38,042 Shares 151,261 Est. Cost $219.62 Unrealized +9.8%
PM PHILIP MORRIS INTL INC COM STK NPV 1.3%
Value ($000) $35,723 Shares 376,008 Est. Cost $63.03 Unrealized +31.4%
GOOG ALPHABET INC COM CL C USD0.001 1.3%
Value ($000) $35,312 Shares 12,200 Est. Cost $53.08 Unrealized +154.2%
NVDA NVIDIA CORP COM USD0.001 1.1%
Value ($000) $30,768 Shares 104,591 Est. Cost $18.92 Unrealized +32.3%
META META PLATFORMS INC COM CL A USD0.000006 1.1%
Value ($000) $30,494 Shares 90,665 Est. Cost $197.33 Unrealized +25.8%
CSCO CISCO SYSTEMS INC COM USD0.001 1.1%
Value ($000) $29,759 Shares 469,576 Est. Cost $39.06 Unrealized +28.7%
BRK/B BERKSHIRE HATHAWAY CL B USD0.0033 0.7%
Value ($000) $20,608 Shares 68,932 Est. Cost $218.29 Unrealized +48.2%
PFE PFIZER INC COM USD0.05 0.7%
Value ($000) $19,031 Shares 322,320 Est. Cost $28.85 Unrealized +47.2%
BMY BRISTOL-MYERS SQUIBB CO. COM USD0.10 0.6%
Value ($000) $17,354 Shares 278,315 Est. Cost $51.21 Unrealized +11.0%
MCD MCDONALDS CORP COM USD0.01 0.6%
Value ($000) $15,647 Shares 58,378 Est. Cost $170.99 Unrealized +33.2%
ACTIVISION BLIZZARD INC COM USD0.000001 0.5%
Value ($000) $15,003 Shares 225,531 Est. Cost $63.91 Unrealized
EBAY EBAY INC COM USD0.001 (US LISTED) 0.5%
Value ($000) $13,690 Shares 205,820 Est. Cost $42.98 Unrealized +25.7%
BKNG BOOKING HLDGS INC COM USD0.008 0.5%
Value ($000) $13,370 Shares 5,570 Est. Cost $1854.60 Unrealized +23.9%
JPM JP MORGAN CHASE & CO COM USD1 0.4%
Value ($000) $11,599 Shares 73,259 Est. Cost $94.93 Unrealized +40.8%
EA ELECTRONIC ARTS (EA) INC COM CL A USD0.01 0.4%
Value ($000) $11,506 Shares 87,219 Est. Cost $107.78 Unrealized +18.2%
JNJ JOHNSON & JOHNSON COM USD1.00 0.4%
Value ($000) $11,057 Shares 64,647 Est. Cost $112.04 Unrealized +35.5%
KO COCA-COLA INC COM USD0.25 0.4%
Value ($000) $10,352 Shares 174,827 Est. Cost $40.58 Unrealized +33.2%
PEP PEPSICO INC CAP USD0.01666 0.4%
Value ($000) $9,869 Shares 56,811 Est. Cost $102.21 Unrealized +45.2%
HON HONEYWELL INTL INC COM STK USD1 0.3%
Value ($000) $9,004 Shares 43,176 Est. Cost $130.34 Unrealized +30.7%
C CITIGROUP INC COM USD0.01 0.2%
Value ($000) $6,821 Shares 112,978 Est. Cost $50.18 Unrealized +6.6%
CARR CARRIER GLOBAL CORP COM USD0.01 0.2%
Value ($000) $5,299 Shares 97,679 Est. Cost $37.08 Unrealized +20.3%
FRPT FRESHPET INC COM USD0.001 0.2%
Value ($000) $5,263 Shares 55,280 Est. Cost $144.09 Unrealized -34.7%
PG PROCTER & GAMBLE CO COM NPV 0.2%
Value ($000) $4,977 Shares 30,430 Est. Cost $77.47 Unrealized +83.5%
CL COLGATE PALMOLIVE COM USD 1 0.2%
Value ($000) $4,798 Shares 56,220 Est. Cost $58.06 Unrealized +24.6%
EL ESTEE LAUDER CO INC COM CL A USD0.01 0.2%
Value ($000) $4,599 Shares 12,421 Est. Cost $255.03 Unrealized +10.7%
KKR KKR & CO INC COM NPV CL A 0.2%
Value ($000) $4,411 Shares 59,184 Est. Cost $21.13 Unrealized +188.1%
NTR NUTRIEN LTD COM USD NPV (US LISTED) 0.2%
Value ($000) $4,377 Shares 58,215 Est. Cost $41.83 Unrealized +75.5%
LMT LOCKHEED MARTIN COM USD0.01 0.2%
Value ($000) $4,292 Shares 12,077 Est. Cost $261.41 Unrealized +39.7%
BLACKROCK INC COM STK USD0.01 0.1%
Value ($000) $4,072 Shares 4,449 Est. Cost $503.76 Unrealized
ILMN ILLUMINA INC COM USD0.01 0.1%
Value ($000) $3,927 Shares 10,318 Est. Cost $410.15 Unrealized -17.6%
PYPL PAYPAL HLDGS INC COM USD0.0001 0.1%
Value ($000) $3,921 Shares 20,788 Est. Cost $169.15 Unrealized -21.5%
DUK DUKE ENERGY CORP COM NPV 0.1%
Value ($000) $3,553 Shares 33,866 Est. Cost $61.40 Unrealized +45.3%
MDLZ MONDELEZ INTL INC COM USD0.01 0.1%
Value ($000) $3,517 Shares 53,047 Est. Cost $44.54 Unrealized +31.7%
FISV FISERV INC COM USD0.01 0.1%
Value ($000) $2,552 Shares 24,590 Est. Cost $87.20 Unrealized +16.1%
CVX CHEVRON CORP COM USD0.75 0.1%
Value ($000) $2,512 Shares 21,405 Est. Cost $85.53 Unrealized +43.5%
GILD GILEAD SCIENCES INC COM USD0.001 0.1%
Value ($000) $2,498 Shares 34,397 Est. Cost $53.33 Unrealized +3.4%
OTIS OTIS WORLDWIDE CORP COM USD0.01 0.1%
Value ($000) $2,497 Shares 28,674 Est. Cost $62.54 Unrealized +20.1%
CMCSA COMCAST CORP COM CL A USD0.01 0.1%
Value ($000) $1,872 Shares 37,186 Est. Cost $38.77 Unrealized +10.5%
ORCL ORACLE CORP COM USD0.01 0.1%
Value ($000) $1,810 Shares 20,752 Est. Cost $47.23 Unrealized +63.0%
MO ALTRIA GROUP INC COM USD0.33333 0.1%
Value ($000) $1,402 Shares 29,589 Est. Cost $33.71 Unrealized +10.1%
AMGN AMGEN INC COM USD0.0001 0.0%
Value ($000) $1,292 Shares 5,742 Est. Cost $153.65 Unrealized +32.3%
ASPEN TECHNOLOGY INC COM USD0.10 0.0%
Value ($000) $1,211 Shares 7,950 Est. Cost $99.97 Unrealized
ABT ABBOTT LABORATORIES COM NPV 0.0%
Value ($000) $1,109 Shares 7,881 Est. Cost $77.63 Unrealized +48.6%
CERNER CORP COM USD0.01 0.0%
Value ($000) $929 Shares 10,000 Est. Cost $72.17 Unrealized
DIS WALT DISNEY CO COM USD0.01 0.0%
Value ($000) $919 Shares 5,933 Est. Cost $130.30 Unrealized +8.4%
CHARGEPOINT HLDGS INC COM CL A USD0.0001 0.0%
Value ($000) $891 Shares 46,750 Est. Cost $34.74 Unrealized
IVV ISHARES S&P 500 CORE ETF USD INC (US LIST) 0.0%
Value ($000) $881 Shares 1,848 Est. Cost $278.25 Unrealized
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $713 Shares 13,838 Est. Cost $44.31 Unrealized +4.2%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $704 Shares 5,200 Est. Cost $62.20 Unrealized +103.2%
XOM EXXON MOBIL CORP COM NPV 0.0%
Value ($000) $702 Shares 11,468 Est. Cost $54.07 Unrealized +25.6%
BAC BANK OF AMERICA COM USD 0.01 0.0%
Value ($000) $676 Shares 15,200 Est. Cost $25.08 Unrealized +62.7%
BABA ALIBABA GROUP HOLDING ADR (1 TO 8) 0.0%
Value ($000) $628 Shares 5,290 Est. Cost $212.39 Unrealized
LLY ELI LILLY & CO COM NPV 0.0%
Value ($000) $566 Shares 2,049 Est. Cost $102.30 Unrealized +142.9%
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $491 Shares 3,600 Est. Cost $80.38 Unrealized +36.5%
T AT&T INC COM USD1.00 0.0%
Value ($000) $485 Shares 19,700 Est. Cost $14.54 Unrealized +2.6%
FCX FREEPORT-MCMOR C&G INC COM STK USD0.10 0.0%
Value ($000) $482 Shares 11,550 Est. Cost $23.44 Unrealized +78.5%
NOV NOV INC COM USD0.01 0.0%
Value ($000) $479 Shares 35,331 Est. Cost $14.51 Unrealized +20.6%
EOG EOG RESOURCES INC COM USD0.01 0.0%
Value ($000) $469 Shares 5,280 Est. Cost $70.73 Unrealized +32.2%
JXN JACKSON FINANCIAL COM CL A USD0.01 0.0%
Value ($000) $457 Shares 10,928 Est. Cost $21.96 Unrealized +55.9%
DSI ISHARES MSCI US KLD SOCIAL 400 ETF USD INC 0.0%
Value ($000) $405 Shares 4,364 Est. Cost $91.70 Unrealized
MRK MERCK & CO INC COM USD0.50 0.0%
Value ($000) $393 Shares 5,129 Est. Cost $59.38 Unrealized +17.6%
IVE ISHARES S&P 500 VALUE ETF USD INC 0.0%
Value ($000) $368 Shares 2,350 Est. Cost $111.65 Unrealized
BOTZ GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC 0.0%
Value ($000) $359 Shares 10,000 Est. Cost $33.68 Unrealized
COP CONOCOPHILLIPS COM USD0.01 0.0%
Value ($000) $334 Shares 4,629 Est. Cost $41.51 Unrealized +91.9%
NFLX NETFLIX COM INC COM USD0.001 0.0%
Value ($000) $310 Shares 515 Est. Cost $40.20 Unrealized +3.6%
KEX KIRBY CORP COM USD0.10 0.0%
Value ($000) $281 Shares 4,725 Est. Cost $71.20 Unrealized -6.4%
PCAR PACCAR INC COM STK USD1 0.0%
Value ($000) $278 Shares 3,154 Est. Cost $31.11 Unrealized +68.5%
NKE NIKE INC COM CL B 0.0%
Value ($000) $268 Shares 1,605 Est. Cost $139.33 Unrealized -5.3%
EMQQ ETCT EM INTERNET & ECOMMERCE ETF USD INC 0.0%
Value ($000) $257 Shares 6,000 Est. Cost $64.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $246 Shares 643 Est. Cost $174.71 Unrealized +83.0%
EW EDWARDS LIFESCIENCES CORP COM USD1 0.0%
Value ($000) $236 Shares 1,822 Est. Cost $70.04 Unrealized +60.2%
IFF INTL FLAVORS & FRAGRANCES INC COM USD0.125 0.0%
Value ($000) $226 Shares 1,500 Est. Cost $119.43 Unrealized -0.5%
GE GENERAL ELECTRIC CO COM USD0.01 0.0%
Value ($000) $221 Shares 2,340 Est. Cost $62.65 Unrealized -6.6%
MSTR MICROSTRATEGY INC COM CL A USD0.001 0.0%
Value ($000) $221 Shares 406 Est. Cost $69.31 Unrealized -37.6%
NVO NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1) 0.0%
Value ($000) $213 Shares 1,900 Est. Cost $52.48 Unrealized
MGM MGM RESORTS INTL COM USD0.01 0.0%
Value ($000) $210 Shares 4,675 Est. Cost $34.87 Unrealized +23.3%
MELI MERCADOLIBRE INC COM STK USD0.001 0.0%
Value ($000) $202 Shares 150 Est. Cost $1696.72 Unrealized -35.9%
BTI BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2) 0.0%
Value ($000) $178 Shares 4,750 Est. Cost $48.58 Unrealized
PSX PHILLIPS 66 COM USD0.01 0.0%
Value ($000) $171 Shares 2,356 Est. Cost $73.20 Unrealized -0.5%
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $164 Shares 1,001 Est. Cost $94.97 Unrealized +80.9%
AZN ASTRAZENECA ADR (1 TO 1) 0.0%
Value ($000) $143 Shares 2,460 Est. Cost $49.83 Unrealized
NEM NEWMONT GOLDCORP COM USD 0.0%
Value ($000) $136 Shares 2,200 Est. Cost $37.58 Unrealized +59.8%
AVGO BROADINC COM LTD INC COM NPV 0.0%
Value ($000) $133 Shares 200 Est. Cost $19.34 Unrealized +184.8%
LIVENT CORP COM STK USD0.001 0.0%
Value ($000) $117 Shares 4,800 Est. Cost $17.29 Unrealized
HD HOME DEPOT INC COM USD0.05 0.0%
Value ($000) $110 Shares 266 Est. Cost $244.44 Unrealized +28.5%
CCO CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01 0.0%
Value ($000) $96 Shares 29,000 Est. Cost $1.89 Unrealized +79.4%
CME CME GROUP INC COM STK CL A USD0.01 0.0%
Value ($000) $96 Shares 421 Est. Cost $176.02 Unrealized +14.0%
HESS CORPORATION COM USD1 0.0%
Value ($000) $89 Shares 1,200 Est. Cost $100.05 Unrealized
ASAN ASANA INC COM CL A USD0.00001 0.0%
Value ($000) $77 Shares 1,030 Est. Cost $35.45 Unrealized +46.8%
DICERNA PHARMA INC COM USD0.0001 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $20.00 Unrealized
BALLYS CORP COM USD0.01 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $54.10 Unrealized
IBM IBM (INTL BUSINESS MACHINES) COM USD 0.20 0.0%
Value ($000) $75 Shares 560 Est. Cost $96.52 Unrealized +16.1%
GFI GOLD FIELDS LTD ADR (1 TO 1) 0.0%
Value ($000) $73 Shares 6,600 Est. Cost $3.73 Unrealized
KDP KEURIG DR PEPPER INC COM USD0.01 0.0%
Value ($000) $71 Shares 1,918 Est. Cost $21.14 Unrealized +61.5%
ON ON SEMICONDUCTOR CORP COM USD0.01 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $39.25 Unrealized +55.3%
DOV DOVER CORP COM STK USD1.00 0.0%
Value ($000) $68 Shares 375 Est. Cost $119.60 Unrealized +30.5%
ED CONSD EDISON INC COM USD0.10 0.0%
Value ($000) $66 Shares 777 Est. Cost $60.62 Unrealized +24.7%
EXTR EXTREME NETWORKS INC COM USD0.001 0.0%
Value ($000) $66 Shares 4,200 Est. Cost $10.55 Unrealized +18.3%
GOSS GOSSAMER BIO INC COM USD0.0001 0.0%
Value ($000) $65 Shares 5,750 Est. Cost $9.21 Unrealized +4.8%
CCJ CAMECO CORP COM NPV 0.0%
Value ($000) $64 Shares 2,920 Est. Cost $23.92 Unrealized -2.9%
BMI BADGER METER INC COM USD1 0.0%
Value ($000) $62 Shares 580 Est. Cost $97.10 Unrealized -2.0%
ADM ARCHER DANIELS MIDLAND CO COM NPV 0.0%
Value ($000) $61 Shares 900 Est. Cost $35.41 Unrealized +96.6%
INTU INTUIT INC COM USD0.01 0.0%
Value ($000) $59 Shares 92 Est. Cost $524.46 Unrealized -4.8%
KHC KRAFT HEINZ CO COM USD 0.01 0.0%
Value ($000) $58 Shares 1,621 Est. Cost $40.71 Unrealized -23.8%
BMRN BIOMARIN PHARMA COM USD0.001 0.0%
Value ($000) $57 Shares 650 Est. Cost $78.91 Unrealized +6.0%
CTVA CORTEVA INC COM USD0.01 0.0%
Value ($000) $57 Shares 1,205 Est. Cost $41.91 Unrealized +16.9%
CMPS COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1) 0.0%
Value ($000) $55 Shares 2,500 Est. Cost $38.00 Unrealized
FMC FMC CORP COM STK USD0.10 0.0%
Value ($000) $55 Shares 500 Est. Cost $94.77 Unrealized +8.1%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $53 Shares 570 Est. Cost $67.72 Unrealized +6.4%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $52 Shares 380 Est. Cost $112.02 Unrealized +9.4%
DNOW NOW INC COM USD0.01 0.0%
Value ($000) $51 Shares 6,017 Est. Cost $10.60 Unrealized -8.6%
RVTY PERKINELMER INC COM USD1 0.0%
Value ($000) $49 Shares 245 Est. Cost $57.21 Unrealized +207.7%
LHX L3HARRIS TECHNOLOGIES INC COM USD1.00 0.0%
Value ($000) $48 Shares 225 Est. Cost $169.70 Unrealized +26.5%
MAXAR TECHNOLOGIES INC COM USD0.0001 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $28.13 Unrealized
ECL ECOLAB INC COM USD1 0.0%
Value ($000) $47 Shares 200 Est. Cost $171.07 Unrealized +5.0%
ANAPLAN INC COM USD0.0001 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $54.00 Unrealized
CEVA CEVA INC COM USD0.001 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $45.41 Unrealized -14.4%
ADPT ADAPTIVE BIOTECHNOLOGIES COM USD0.0001 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $38.88 Unrealized -59.6%
KTOS KRATOS DEFENSE & SECURITY COM USD0.001 0.0%
Value ($000) $41 Shares 2,100 Est. Cost $24.73 Unrealized -26.2%
DOMA HOLDINGS INC COM USD0.0001 0.0%
Value ($000) $41 Shares 8,000 Est. Cost $7.38 Unrealized
CANOO INC COM CL A USD0.0001 0.0%
Value ($000) $39 Shares 5,100 Est. Cost $9.02 Unrealized
MITK MITEK SYSTEMS INC COM USD0.001 0.0%
Value ($000) $39 Shares 2,200 Est. Cost $20.25 Unrealized -24.4%
DOW DOW INC COM USD0.01 0.0%
Value ($000) $38 Shares 667 Est. Cost $45.81 Unrealized +5.4%
CAT CATERPILLAR INC COM USD1.00 0.0%
Value ($000) $38 Shares 183 Est. Cost $189.09 Unrealized +3.4%
PRECISION BIOSCIENCES INC COM USD0.000005 0.0%
Value ($000) $37 Shares 5,000 Est. Cost $11.60 Unrealized
PLTR PALANTIR TECH INC COM CL A USD0.001 0.0%
Value ($000) $35 Shares 1,900 Est. Cost $27.43 Unrealized -51.4%
MSCI MSCI INC COM USD0.01 0.0%
Value ($000) $34 Shares 55 Est. Cost $583.04 Unrealized -14.9%
BARRICK GOLD CORP COM NPV (US LISTED) 0.0%
Value ($000) $32 Shares 1,696 Est. Cost $14.21 Unrealized
ASH ASHLAND GLOBAL HLDGS INC COM USD0.01 0.0%
Value ($000) $30 Shares 275 Est. Cost $67.82 Unrealized +31.3%
LYRA THERAPEUTICS INC COM USD0.001 0.0%
Value ($000) $30 Shares 7,000 Est. Cost $9.14 Unrealized
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 2,100 Est. Cost $5.83 Unrealized +63.7%
PLUG PLUG POWER INC COM USD0.01 0.0%
Value ($000) $29 Shares 1,025 Est. Cost $44.36 Unrealized -46.3%
CYBIN INC COM NPV 0.0%
Value ($000) $29 Shares 24,000 Est. Cost $2.17 Unrealized
ARKK ARK INNOVATION ETF USD INC 0.0%
Value ($000) $29 Shares 308 Est. Cost $118.97 Unrealized
AMP AMERIPRISE FIN INC COM STK USD 0.01 0.0%
Value ($000) $29 Shares 95 Est. Cost $200.84 Unrealized +42.2%
HUBS HUBSPOT INC COM USD0.001 0.0%
Value ($000) $28 Shares 43 Est. Cost $439.38 Unrealized +10.3%
ANSYS INC COM USD 0.01 0.0%
Value ($000) $28 Shares 70 Est. Cost $342.86 Unrealized
HCA HCA HEALTHCARE INC COM USD0.01 0.0%
Value ($000) $26 Shares 100 Est. Cost $124.89 Unrealized +94.3%
DE DEERE & CO COM USD1 0.0%
Value ($000) $26 Shares 75 Est. Cost $307.48 Unrealized +18.1%
ABNB AIRBNB INC COM CL A USD0.0001 0.0%
Value ($000) $25 Shares 153 Est. Cost $185.28 Unrealized -14.0%
AWK AMERICAN WATER WORKS INC COM STK USD 0.01 0.0%
Value ($000) $24 Shares 125 Est. Cost $78.28 Unrealized +86.6%
CC THE CHEMOURS COMPANY COM USD0.30 'WI' 0.0%
Value ($000) $24 Shares 722 Est. Cost $23.30 Unrealized +16.5%
BIODELIVERY SCIENCES INTERNATIONAL INC 0.0%
Value ($000) $23 Shares 7,500 Est. Cost $5.11 Unrealized
EVOQUA WATER TECHNOLOGIES CORP COM USD0. 0.0%
Value ($000) $23 Shares 500 Est. Cost $33.00 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM USD0.001 0.0%
Value ($000) $23 Shares 268 Est. Cost $95.79 Unrealized -11.5%
DD DUPONT DE NEMOURS INC COM USD0.01 0.0%
Value ($000) $22 Shares 277 Est. Cost $29.07 Unrealized +3.4%
MIND MEDICINE MINDMED INC (SUB VTG) 0.0%
Value ($000) $22 Shares 16,000 Est. Cost $2.31 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $22 Shares 40 Est. Cost $59.44 Unrealized +50.6%
BALL BALL CORP COM NPV 0.0%
Value ($000) $22 Shares 226 Est. Cost $72.42 Unrealized +19.0%
EDIT EDITAS MEDICINE INC COM USD0.0001 0.0%
Value ($000) $21 Shares 780 Est. Cost $36.99 Unrealized -49.7%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $141.81 Unrealized +17.5%
CLIR CLEARSIGN TECHNOLOGIES COM USD0.0001 0.0%
Value ($000) $19 Shares 14,000 Est. Cost $3.79 Unrealized -65.8%
CBOE CBOE GLOBAL MARKETS INC COM USD0.01 0.0%
Value ($000) $19 Shares 145 Est. Cost $91.73 Unrealized +23.2%
CVS CVS HEALTH CORPORATION COM STK USD0.01 0.0%
Value ($000) $19 Shares 180 Est. Cost $62.28 Unrealized +47.7%
KLDO KALEIDO BIOSCIENCES INC COM USD0.001 0.0%
Value ($000) $19 Shares 7,900 Est. Cost $6.20 Unrealized -71.2%
POWI POWER INTEGRATIONS INC COM USD 0.0%
Value ($000) $19 Shares 200 Est. Cost $42.00 Unrealized +97.9%
MTZ MASTEC INC COM USD0.10 0.0%
Value ($000) $18 Shares 200 Est. Cost $43.09 Unrealized +102.8%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $18 Shares 100 Est. Cost $148.21 Unrealized +2.0%
GINGKO BIOWORKS HLDGS COM CL A USD0.0001 0.0%
Value ($000) $18 Shares 2,200 Est. Cost $11.36 Unrealized
BSY BENTLEY SYSTEMS INC COM CL B USD0.01 0.0%
Value ($000) $17 Shares 350 Est. Cost $44.79 Unrealized -12.5%
NVS NOVARTIS AG ADR (1 TO 1) 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
NIO NIO INC SPON ADR (1 TO 1) 0.0%
Value ($000) $16 Shares 505 Est. Cost $39.10 Unrealized
IWM ISHARES TRUST RUSSELL 2000 ETF 0.0%
Value ($000) $16 Shares 70 Est. Cost $228.57 Unrealized
FIX COMFORT SYSTEMS USA INC COM USD0.01 0.0%
Value ($000) $14 Shares 145 Est. Cost $62.44 Unrealized +41.3%
OKTA OKTA INC COM CL A USD0.0001 0.0%
Value ($000) $13 Shares 56 Est. Cost $251.31 Unrealized -28.7%
FLO FLOWERS FOODS INC COM USD0.01 0.0%
Value ($000) $12 Shares 420 Est. Cost $18.47 Unrealized +23.4%
PTC PTC INC COM USD0.01 0.0%
Value ($000) $12 Shares 100 Est. Cost $133.18 Unrealized -15.6%
DXCM DEXCOM INC COM USD0.001 0.0%
Value ($000) $12 Shares 22 Est. Cost $93.87 Unrealized +16.5%
IEMG ISHARES MSCI EMERGING MARKETS ETF USD INC 0.0%
Value ($000) $10 Shares 170 Est. Cost $58.82 Unrealized
BYND BEYOND MEAT INC COM USD 0.0001 0.0%
Value ($000) $10 Shares 150 Est. Cost $140.83 Unrealized -61.0%
OPTU ALTICE USA INC COM CL A USD0.01 0.0%
Value ($000) $9 Shares 535 Est. Cost $35.00 Unrealized -61.8%
ROBO ROBO GBL ROBOTICS & AUTOMATION ETF USD INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $57.85 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA US LC ETF USD INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $100.00 Unrealized
FSLR FIRST SOLAR INC COM STK USD0.001 0.0%
Value ($000) $9 Shares 100 Est. Cost $43.87 Unrealized +74.5%
MP MP MATERIALS CORPORATION COM CL A USD0.0001 0.0%
Value ($000) $6 Shares 130 Est. Cost $34.79 Unrealized +26.5%
OGN ORGANON & CO COM USD0.01 0.0%
Value ($000) $6 Shares 201 Est. Cost $26.93 Unrealized +6.0%
LIONS GATE ENTERTAINMENT CORP VTG SHS CL A 0.0%
Value ($000) $5 Shares 300 Est. Cost $1609.15 Unrealized
MTCH MATCH GROUP INC COM USD0.001 (NEW) 0.0%
Value ($000) $5 Shares 40 Est. Cost $146.00 Unrealized -26.1%
OATLEY GROUP AB SPON ADR (1 TO 1) 0.0%
Value ($000) $5 Shares 645 Est. Cost $11.42 Unrealized
CLOVIS ONCOLOGY IN INC COM USD0.001 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $57.83 Unrealized
FISKER INC COM CL A USD0.0001 0.0%
Value ($000) $5 Shares 330 Est. Cost $16.16 Unrealized
CHAMPIONX CORP COM USD0.01 0.0%
Value ($000) $4 Shares 187 Est. Cost $21.39 Unrealized
IJH ISHARES S&P MID CAP 400 ETF USD INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.71 Unrealized
LUMINAR TECHNOLOGIES INC COM CL A USD0.0001 0.0%
Value ($000) $4 Shares 220 Est. Cost $22.73 Unrealized
CDZI CADIZ INC COM USD0.01 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $11.79 Unrealized -78.6%
COTY COTY INC COM CL A USD0.01 0.0%
Value ($000) $4 Shares 425 Est. Cost $11.25 Unrealized -20.7%
TROW T ROWE PRICE GROUP INC COM USD0.20 0.0%
Value ($000) $4 Shares 20 Est. Cost $72.68 Unrealized +77.5%
CALY CALLAWAY GOLF CO COM USD0.01 0.0%
Value ($000) $3 Shares 99 Est. Cost $32.14 Unrealized -24.5%
MEMBERSHIP COLLECT COM CLA USD0.01 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized