Concentric Capital Strategies, LP Quant / Systematic

CIK: 0001851869 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $2,428,337 (100.0% shares, 0.0% debt)

Holdings (261)

SPY SPDR S&P 500 ETF TR 13.2%
Value ($000) $321,306 Shares 560,000 Est. Cost $394.82 Unrealized
SPY SPDR S&P 500 ETF TR 5.9%
Value ($000) $143,440 Shares 250,000 Est. Cost $394.82 Unrealized
IWM ISHARES TR 3.9%
Value ($000) $95,005 Shares 430,100 Est. Cost $204.19 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $57,155 Shares 245,300 Est. Cost $185.12 Unrealized +19.9%
MU MICRON TECHNOLOGY INC 2.2%
Value ($000) $53,328 Shares 514,200 Est. Cost $115.11 Unrealized -9.7%
XLP SELECT SECTOR SPDR TR 2.1%
Value ($000) $51,360 Shares 618,800 Est. Cost $76.58 Unrealized
XLE SELECT SECTOR SPDR TR 1.8%
Value ($000) $43,198 Shares 492,000 Est. Cost $87.80 Unrealized
CSCO CISCO SYS INC 1.7%
Value ($000) $41,991 Shares 789,000 Est. Cost $45.29 Unrealized +3.3%
AAPL APPLE INC 1.5%
Value ($000) $37,011 Shares 158,844 Est. Cost $185.12 Unrealized +19.9%
WTW WILLIS TOWERS WATSON PLC LTD 1.5%
Value ($000) $35,785 Shares 121,500 Est. Cost $234.14 Unrealized +17.5%
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $35,444 Shares 247,100 Est. Cost $130.68 Unrealized +10.2%
MSM MSC INDL DIRECT INC 1.3%
Value ($000) $31,644 Shares 367,700 Est. Cost $81.78 Unrealized 0.0%
WMT WALMART INC 1.2%
Value ($000) $29,982 Shares 371,300 Est. Cost $56.04 Unrealized +29.3%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $26,109 Shares 214,997 Est. Cost $102.61 Unrealized +15.1%
MSFT MICROSOFT CORP 1.0%
Value ($000) $25,216 Shares 58,600 Est. Cost $366.01 Unrealized +15.6%
PCG PG&E CORP 1.0%
Value ($000) $24,428 Shares 1,235,600 Est. Cost $18.53 Unrealized 0.0%
GOOGL ALPHABET INC 1.0%
Value ($000) $23,914 Shares 144,188 Est. Cost $158.18 Unrealized +5.4%
AMZN AMAZON COM INC 0.9%
Value ($000) $22,863 Shares 122,700 Est. Cost $147.28 Unrealized +23.9%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $18,762 Shares 210,546 Est. Cost $32.23 Unrealized +2.3%
IP INTERNATIONAL PAPER CO 0.7%
Value ($000) $17,987 Shares 368,200 Est. Cost $39.22 Unrealized +12.7%
LLY ELI LILLY & CO 0.7%
Value ($000) $17,816 Shares 20,110 Est. Cost $776.82 Unrealized +14.6%
AMZN AMAZON COM INC 0.7%
Value ($000) $17,110 Shares 91,828 Est. Cost $147.28 Unrealized +23.9%
ESI ELEMENT SOLUTIONS INC 0.7%
Value ($000) $16,584 Shares 610,609 Est. Cost $23.30 Unrealized +10.4%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $16,149 Shares 98,419 Est. Cost $136.63 Unrealized +11.2%
CCK CROWN HLDGS INC 0.7%
Value ($000) $15,996 Shares 166,835 Est. Cost $84.85 Unrealized 0.0%
FLEX FLEX LTD 0.6%
Value ($000) $15,446 Shares 462,044 Est. Cost $30.43 Unrealized +1.1%
INFORMATICA INC 0.6%
Value ($000) $15,398 Shares 609,100 Est. Cost $30.88 Unrealized
BEACON ROOFING SUPPLY INC 0.6%
Value ($000) $15,245 Shares 176,390 Est. Cost $93.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $15,073 Shares 32,748 Est. Cost $382.29 Unrealized +15.7%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $14,901 Shares 122,700 Est. Cost $102.61 Unrealized +15.1%
GDX VANECK ETF TRUST 0.6%
Value ($000) $14,889 Shares 373,900 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $14,662 Shares 23,206 Est. Cost $530.90 Unrealized +5.5%
TJX TJX COS INC NEW 0.6%
Value ($000) $14,575 Shares 124,000 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $14,354 Shares 316,730 Est. Cost $45.32 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $14,154 Shares 104,507 Est. Cost $135.44 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $14,090 Shares 160,484 Est. Cost $87.80 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $14,043 Shares 186,836 Est. Cost $60.40 Unrealized +16.6%
TAP MOLSON COORS BEVERAGE CO 0.6%
Value ($000) $14,006 Shares 243,500 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.6%
Value ($000) $13,661 Shares 59,352 Est. Cost $208.07 Unrealized +5.8%
ASH ASHLAND INC 0.6%
Value ($000) $13,550 Shares 155,800 Est. Cost $93.13 Unrealized -7.4%
ILMN ILLUMINA INC 0.6%
Value ($000) $13,369 Shares 102,518 Est. Cost $123.37 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.5%
Value ($000) $13,278 Shares 112,009 Est. Cost $75.21 Unrealized +51.4%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $12,874 Shares 54,124 Est. Cost $192.10 Unrealized +16.9%
MSGS MADISON SQUARE GRDN SPRT COR 0.5%
Value ($000) $12,749 Shares 61,216 Est. Cost $179.30 Unrealized +12.1%
EWG ISHARES INC 0.5%
Value ($000) $12,487 Shares 369,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $12,202 Shares 25,000 Est. Cost Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $12,115 Shares 21,164 Est. Cost $356.31 Unrealized +43.7%
AVGO BROADCOM INC 0.5%
Value ($000) $12,113 Shares 70,220 Est. Cost $145.89 Unrealized +8.3%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $12,096 Shares 78,538 Est. Cost $149.30 Unrealized
NTNX NUTANIX INC 0.5%
Value ($000) $12,039 Shares 203,197 Est. Cost $45.69 Unrealized +20.2%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $11,955 Shares 109,983 Est. Cost $94.48 Unrealized +4.0%
HUBS HUBSPOT INC 0.5%
Value ($000) $11,906 Shares 22,397 Est. Cost $557.65 Unrealized -9.9%
FXI ISHARES TR 0.5%
Value ($000) $11,727 Shares 369,000 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $11,722 Shares 261,001 Est. Cost $34.10 Unrealized +12.6%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.5%
Value ($000) $11,373 Shares 102,216 Est. Cost $99.89 Unrealized +5.0%
ARISTA NETWORKS INC 0.5%
Value ($000) $11,191 Shares 29,158 Est. Cost $359.37 Unrealized
NKE NIKE INC 0.5%
Value ($000) $11,156 Shares 126,200 Est. Cost Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $11,145 Shares 33,627 Est. Cost $290.05 Unrealized +3.9%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $10,912 Shares 50,658 Est. Cost $149.84 Unrealized +28.0%
CYBERARK SOFTWARE LTD 0.4%
Value ($000) $10,743 Shares 36,841 Est. Cost $291.61 Unrealized
WDAY WORKDAY INC 0.4%
Value ($000) $10,490 Shares 42,919 Est. Cost $236.18 Unrealized 0.0%
SNX TD SYNNEX CORPORATION 0.4%
Value ($000) $10,461 Shares 87,115 Est. Cost $101.58 Unrealized +11.6%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $9,949 Shares 100,000 Est. Cost $83.91 Unrealized -1.4%
VXX BARCLAYS BANK PLC 0.4%
Value ($000) $9,633 Shares 194,215 Est. Cost $49.60 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $9,475 Shares 18,300 Est. Cost $497.83 Unrealized +10.2%
RS RELIANCE INC 0.4%
Value ($000) $9,448 Shares 32,667 Est. Cost $275.79 Unrealized +3.8%
UAL UNITED AIRLS HLDGS INC 0.4%
Value ($000) $9,274 Shares 162,533 Est. Cost $46.91 Unrealized -1.3%
TSLA TESLA INC 0.4%
Value ($000) $8,775 Shares 33,540 Est. Cost $228.05 Unrealized 0.0%
MOD MODINE MFG CO 0.4%
Value ($000) $8,537 Shares 64,286 Est. Cost $108.96 Unrealized +1.4%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $8,498 Shares 80,077 Est. Cost $98.02 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $8,244 Shares 168,761 Est. Cost $39.22 Unrealized +12.7%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $8,213 Shares 13,278 Est. Cost $585.58 Unrealized +0.6%
AZEK CO INC 0.3%
Value ($000) $8,104 Shares 173,162 Est. Cost $44.23 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $8,075 Shares 96,363 Est. Cost $69.71 Unrealized +13.1%
EXP EAGLE MATLS INC 0.3%
Value ($000) $8,050 Shares 27,986 Est. Cost $217.75 Unrealized +14.1%
RTX RTX CORPORATION 0.3%
Value ($000) $8,041 Shares 66,365 Est. Cost $111.08 Unrealized 0.0%
PCG PG&E CORP 0.3%
Value ($000) $7,997 Shares 404,499 Est. Cost $18.53 Unrealized 0.0%
ORCL ORACLE CORP 0.3%
Value ($000) $7,914 Shares 46,445 Est. Cost $114.22 Unrealized +25.2%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $7,822 Shares 149,727 Est. Cost $48.39 Unrealized -1.6%
INTC INTEL CORP 0.3%
Value ($000) $7,812 Shares 333,000 Est. Cost $25.19 Unrealized -1.2%
C CITIGROUP INC 0.3%
Value ($000) $7,662 Shares 122,400 Est. Cost $57.19 Unrealized +3.9%
HOOD ROBINHOOD MKTS INC 0.3%
Value ($000) $7,644 Shares 326,374 Est. Cost $20.60 Unrealized +2.3%
EQT EQT CORP 0.3%
Value ($000) $7,517 Shares 205,159 Est. Cost $33.40 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $7,502 Shares 35,580 Est. Cost $186.88 Unrealized +9.7%
APTIV PLC 0.3%
Value ($000) $7,259 Shares 100,808 Est. Cost $71.66 Unrealized
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $7,148 Shares 215,238 Est. Cost $33.15 Unrealized 0.0%
PINS PINTEREST INC 0.3%
Value ($000) $7,049 Shares 217,750 Est. Cost $34.88 Unrealized -2.6%
NUE NUCOR CORP 0.3%
Value ($000) $6,949 Shares 46,219 Est. Cost $148.99 Unrealized -1.5%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $6,813 Shares 34,004 Est. Cost $200.37 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $6,660 Shares 21,026 Est. Cost $348.89 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $6,599 Shares 101,280 Est. Cost $60.02 Unrealized +6.7%
MPC MARATHON PETE CORP 0.3%
Value ($000) $6,540 Shares 40,146 Est. Cost $163.95 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $6,436 Shares 79,668 Est. Cost $67.09 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $6,406 Shares 23,253 Est. Cost $224.64 Unrealized +12.1%
GFL GFL ENVIRONMENTAL INC 0.3%
Value ($000) $6,321 Shares 158,497 Est. Cost $39.93 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $6,289 Shares 30,293 Est. Cost $204.28 Unrealized 0.0%
URI UNITED RENTALS INC 0.3%
Value ($000) $6,265 Shares 7,737 Est. Cost $710.77 Unrealized 0.0%
FLS FLOWSERVE CORP 0.3%
Value ($000) $6,099 Shares 118,001 Est. Cost $47.09 Unrealized 0.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $6,097 Shares 67,725 Est. Cost $80.83 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $6,066 Shares 48,114 Est. Cost $127.00 Unrealized -6.4%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $6,060 Shares 30,172 Est. Cost $186.37 Unrealized +6.2%
URA GLOBAL X FDS 0.2%
Value ($000) $6,009 Shares 210,043 Est. Cost $28.95 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $5,785 Shares 112,251 Est. Cost $55.40 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $5,739 Shares 43,839 Est. Cost $119.05 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $5,633 Shares 16,481 Est. Cost $162.47 Unrealized +3.6%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $5,613 Shares 31,389 Est. Cost $168.79 Unrealized +6.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $5,608 Shares 11,357 Est. Cost $450.82 Unrealized +2.4%
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $5,590 Shares 151,407 Est. Cost $37.11 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $5,547 Shares 23,113 Est. Cost $233.91 Unrealized +4.3%
GPGI COMPOSECURE INC 0.2%
Value ($000) $5,445 Shares 388,355 Est. Cost $8.47 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $5,308 Shares 28,149 Est. Cost $111.01 Unrealized +51.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $5,272 Shares 21,205 Est. Cost $229.79 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $5,259 Shares 20,723 Est. Cost $178.71 Unrealized +19.8%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $5,226 Shares 33,999 Est. Cost $151.72 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $5,101 Shares 3,574 Est. Cost $967.47 Unrealized +19.1%
V VISA INC 0.2%
Value ($000) $5,059 Shares 18,399 Est. Cost $272.30 Unrealized -1.7%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $4,977 Shares 61,834 Est. Cost $60.67 Unrealized +12.9%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $4,939 Shares 28,650 Est. Cost $185.12 Unrealized 0.0%
VEEV VEEVA SYS INC 0.2%
Value ($000) $4,932 Shares 23,498 Est. Cost $197.66 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,903 Shares 109,757 Est. Cost $41.11 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $4,888 Shares 12,575 Est. Cost $267.07 Unrealized +28.5%
HUN HUNTSMAN CORP 0.2%
Value ($000) $4,878 Shares 201,569 Est. Cost $22.87 Unrealized -3.0%
IRM IRON MTN INC DEL 0.2%
Value ($000) $4,867 Shares 40,960 Est. Cost $102.07 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $4,865 Shares 44,413 Est. Cost $98.96 Unrealized 0.0%
HZO MARINEMAX INC 0.2%
Value ($000) $4,832 Shares 137,004 Est. Cost $32.62 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.2%
Value ($000) $4,824 Shares 27,317 Est. Cost $165.19 Unrealized 0.0%
TREX TREX CO INC 0.2%
Value ($000) $4,764 Shares 71,560 Est. Cost $70.19 Unrealized 0.0%
APG API GROUP CORP 0.2%
Value ($000) $4,676 Shares 141,618 Est. Cost $25.10 Unrealized -6.5%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $4,674 Shares 19,724 Est. Cost $236.05 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $4,631 Shares 161,649 Est. Cost $28.35 Unrealized 0.0%
INCY INCYTE CORP 0.2%
Value ($000) $4,585 Shares 69,369 Est. Cost $63.77 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $4,521 Shares 43,498 Est. Cost $93.03 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $4,420 Shares 35,388 Est. Cost $105.14 Unrealized +7.7%
KKR KKR & CO INC 0.2%
Value ($000) $4,377 Shares 33,516 Est. Cost $94.38 Unrealized +24.4%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $4,337 Shares 39,292 Est. Cost $83.81 Unrealized +12.2%
ADBE ADOBE INC 0.2%
Value ($000) $4,308 Shares 8,320 Est. Cost $497.83 Unrealized +10.2%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.2%
Value ($000) $4,213 Shares 101,087 Est. Cost $41.68 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $4,178 Shares 40,282 Est. Cost $115.11 Unrealized -9.7%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $4,163 Shares 41,760 Est. Cost $92.25 Unrealized 0.0%
ITRI ITRON INC 0.2%
Value ($000) $4,064 Shares 38,047 Est. Cost $92.71 Unrealized +9.1%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $3,999 Shares 10,852 Est. Cost $233.53 Unrealized +42.4%
PACS PACS GROUP INC 0.2%
Value ($000) $3,970 Shares 99,332 Est. Cost $36.35 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $3,961 Shares 58,000 Est. Cost $46.43 Unrealized +8.4%
LIN LINDE PLC 0.2%
Value ($000) $3,956 Shares 8,296 Est. Cost $386.76 Unrealized +15.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $3,876 Shares 39,758 Est. Cost $82.83 Unrealized 0.0%
SRAD SPORTRADAR GROUP AG 0.2%
Value ($000) $3,805 Shares 314,241 Est. Cost $12.11 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $3,730 Shares 18,055 Est. Cost $176.15 Unrealized +9.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $3,630 Shares 12,192 Est. Cost $250.89 Unrealized +4.9%
ABNB AIRBNB INC 0.1%
Value ($000) $3,421 Shares 26,977 Est. Cost $152.81 Unrealized -15.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $3,405 Shares 166,445 Est. Cost $18.38 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $3,360 Shares 49,196 Est. Cost $46.43 Unrealized +8.4%
DOCU DOCUSIGN INC 0.1%
Value ($000) $3,346 Shares 53,884 Est. Cost $50.28 Unrealized +11.5%
DT DYNATRACE INC 0.1%
Value ($000) $3,336 Shares 62,383 Est. Cost $47.61 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $3,320 Shares 72,602 Est. Cost $41.12 Unrealized 0.0%
BALL BALL CORP 0.1%
Value ($000) $3,252 Shares 47,889 Est. Cost $62.49 Unrealized -0.5%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $3,225 Shares 25,963 Est. Cost $132.41 Unrealized 0.0%
LAD LITHIA MTRS INC 0.1%
Value ($000) $3,210 Shares 10,105 Est. Cost $278.77 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $3,192 Shares 50,996 Est. Cost $57.19 Unrealized +3.9%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $3,148 Shares 27,405 Est. Cost $180.52 Unrealized -31.9%
ELF E L F BEAUTY INC 0.1%
Value ($000) $3,110 Shares 28,525 Est. Cost $156.88 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $3,072 Shares 17,244 Est. Cost $216.97 Unrealized -7.7%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $2,999 Shares 76,664 Est. Cost $42.17 Unrealized 0.0%
BLD TOPBUILD CORP 0.1%
Value ($000) $2,977 Shares 7,317 Est. Cost $407.56 Unrealized -1.0%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $2,958 Shares 10,859 Est. Cost $241.27 Unrealized 0.0%
GDDY GODADDY INC 0.1%
Value ($000) $2,839 Shares 18,106 Est. Cost $152.87 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $2,829 Shares 14,919 Est. Cost $151.93 Unrealized +13.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $2,806 Shares 16,159 Est. Cost $136.05 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $2,741 Shares 48,429 Est. Cost $56.60 Unrealized
XPO XPO INC 0.1%
Value ($000) $2,707 Shares 25,175 Est. Cost $109.25 Unrealized +2.4%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $2,706 Shares 19,450 Est. Cost $134.32 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $2,646 Shares 30,741 Est. Cost $81.78 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $2,568 Shares 2,871 Est. Cost $146.74 Unrealized +12.0%
SAIA SAIA INC 0.1%
Value ($000) $2,523 Shares 5,769 Est. Cost $465.78 Unrealized -9.1%
ENTG ENTEGRIS INC 0.1%
Value ($000) $2,512 Shares 22,324 Est. Cost $131.08 Unrealized -10.3%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $2,506 Shares 8,510 Est. Cost $234.14 Unrealized +17.5%
CART MAPLEBEAR INC 0.1%
Value ($000) $2,478 Shares 60,817 Est. Cost $29.26 Unrealized +20.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $2,468 Shares 17,204 Est. Cost $130.68 Unrealized +10.2%
GTLB GITLAB INC 0.1%
Value ($000) $2,423 Shares 47,003 Est. Cost $51.46 Unrealized -2.9%
FIVE FIVE BELOW INC 0.1%
Value ($000) $2,394 Shares 27,102 Est. Cost $84.24 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $2,319 Shares 12,028 Est. Cost $145.70 Unrealized +25.7%
APA APA CORPORATION 0.1%
Value ($000) $2,313 Shares 94,551 Est. Cost $26.35 Unrealized 0.0%
LYFT LYFT INC 0.1%
Value ($000) $2,256 Shares 176,919 Est. Cost $13.52 Unrealized -11.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,247 Shares 3,843 Est. Cost $494.66 Unrealized +10.8%
AXTA AXALTA COATING SYS LTD 0.1%
Value ($000) $2,206 Shares 60,960 Est. Cost $31.32 Unrealized +12.0%
GAP GAP INC 0.1%
Value ($000) $2,159 Shares 97,934 Est. Cost $21.23 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $2,158 Shares 4,365 Est. Cost $553.37 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $2,133 Shares 14,032 Est. Cost $171.47 Unrealized 0.0%
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $2,127 Shares 155,277 Est. Cost $17.53 Unrealized 0.0%
CF CF INDS HLDGS INC 0.1%
Value ($000) $2,111 Shares 24,609 Est. Cost $75.08 Unrealized -0.3%
AA ALCOA CORP 0.1%
Value ($000) $2,055 Shares 53,276 Est. Cost $33.52 Unrealized 0.0%
MGNI MAGNITE INC 0.1%
Value ($000) $2,038 Shares 147,184 Est. Cost $13.63 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $2,012 Shares 4,673 Est. Cost $208.84 Unrealized +80.3%
COO COOPER COS INC 0.1%
Value ($000) $2,005 Shares 18,167 Est. Cost $97.33 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,997 Shares 7,182 Est. Cost $255.52 Unrealized +2.7%
SN SHARKNINJA INC 0.1%
Value ($000) $1,991 Shares 18,313 Est. Cost $86.98 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $1,978 Shares 89,928 Est. Cost $18.78 Unrealized 0.0%
CHWY CHEWY INC 0.1%
Value ($000) $1,954 Shares 66,713 Est. Cost $26.67 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $1,911 Shares 149,684 Est. Cost $14.38 Unrealized -5.6%
FFIV F5 INC 0.1%
Value ($000) $1,903 Shares 8,641 Est. Cost $193.86 Unrealized 0.0%
HEI HEICO CORP NEW 0.1%
Value ($000) $1,861 Shares 7,117 Est. Cost $211.13 Unrealized +14.6%
CRM SALESFORCE INC 0.1%
Value ($000) $1,856 Shares 6,782 Est. Cost $221.45 Unrealized +14.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,836 Shares 34,495 Est. Cost $45.29 Unrealized +3.3%
ITT ITT INC 0.1%
Value ($000) $1,804 Shares 12,063 Est. Cost $136.13 Unrealized 0.0%
CCJ CAMECO CORP 0.1%
Value ($000) $1,796 Shares 37,609 Est. Cost $44.07 Unrealized -1.5%
WULF TERAWULF INC 0.1%
Value ($000) $1,743 Shares 372,451 Est. Cost $3.47 Unrealized +30.7%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,741 Shares 18,386 Est. Cost $110.28 Unrealized -21.7%
RPD RAPID7 INC 0.1%
Value ($000) $1,734 Shares 43,457 Est. Cost $46.62 Unrealized -19.4%
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $1,720 Shares 42,143 Est. Cost $33.18 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,711 Shares 14,600 Est. Cost $110.08 Unrealized -0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,710 Shares 8,465 Est. Cost $174.31 Unrealized +16.1%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $1,710 Shares 6,576 Est. Cost $201.97 Unrealized -2.4%
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $1,704 Shares 42,182 Est. Cost $35.66 Unrealized 0.0%
QXO QXO INC 0.1%
Value ($000) $1,693 Shares 107,372 Est. Cost $29.17 Unrealized 0.0%
NVMI NOVA LTD 0.1%
Value ($000) $1,691 Shares 8,118 Est. Cost $213.31 Unrealized 0.0%
FLNC FLUENCE ENERGY INC 0.1%
Value ($000) $1,676 Shares 73,821 Est. Cost $18.08 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $1,667 Shares 15,885 Est. Cost $77.14 Unrealized +25.2%
ABBV ABBVIE INC 0.1%
Value ($000) $1,657 Shares 8,392 Est. Cost $164.20 Unrealized +8.8%
XPEL XPEL INC 0.1%
Value ($000) $1,644 Shares 37,899 Est. Cost $51.44 Unrealized -21.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,630 Shares 10,058 Est. Cost $145.92 Unrealized +4.6%
WFRD WEATHERFORD INTL PLC 0.1%
Value ($000) $1,601 Shares 18,848 Est. Cost $113.41 Unrealized -5.0%
TLN TALEN ENERGY CORP 0.1%
Value ($000) $1,559 Shares 8,747 Est. Cost $138.87 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,555 Shares 5,107 Est. Cost $255.04 Unrealized +4.6%
MRK MERCK & CO INC 0.1%
Value ($000) $1,490 Shares 13,123 Est. Cost $114.61 Unrealized -1.4%
PSTG PURE STORAGE INC 0.1%
Value ($000) $1,485 Shares 29,556 Est. Cost $57.88 Unrealized -2.3%
ALLY ALLY FINL INC 0.1%
Value ($000) $1,442 Shares 40,505 Est. Cost $38.03 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value ($000) $1,410 Shares 45,786 Est. Cost $29.81 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,404 Shares 3,464 Est. Cost $336.87 Unrealized +4.7%
WMT WALMART INC 0.1%
Value ($000) $1,398 Shares 17,314 Est. Cost $56.04 Unrealized +29.3%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $1,391 Shares 19,160 Est. Cost $72.80 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,387 Shares 33,070 Est. Cost $45.97 Unrealized -7.2%
VST VISTRA CORP 0.1%
Value ($000) $1,325 Shares 11,180 Est. Cost $65.21 Unrealized +29.0%
BBBY BEYOND INC 0.1%
Value ($000) $1,319 Shares 130,900 Est. Cost Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value ($000) $1,285 Shares 13,216 Est. Cost $96.41 Unrealized 0.0%
ULS UL SOLUTIONS INC 0.1%
Value ($000) $1,264 Shares 25,632 Est. Cost $48.68 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $1,253 Shares 21,306 Est. Cost $53.80 Unrealized 0.0%
ARCADIUM LITHIUM PLC 0.1%
Value ($000) $1,250 Shares 438,680 Est. Cost $3.09 Unrealized
MIR MIRION TECHNOLOGIES INC 0.1%
Value ($000) $1,234 Shares 111,517 Est. Cost $10.52 Unrealized 0.0%
ARRY ARRAY TECHNOLOGIES INC 0.0%
Value ($000) $1,210 Shares 183,389 Est. Cost $8.22 Unrealized 0.0%
TS TENARIS S A 0.0%
Value ($000) $1,163 Shares 36,576 Est. Cost $31.79 Unrealized
MATX MATSON INC 0.0%
Value ($000) $1,151 Shares 8,068 Est. Cost $129.25 Unrealized 0.0%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $1,060 Shares 77,400 Est. Cost $17.53 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,057 Shares 26,644 Est. Cost $35.46 Unrealized +9.3%
PAR PAR TECHNOLOGY CORP 0.0%
Value ($000) $1,031 Shares 19,806 Est. Cost $44.21 Unrealized +17.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $967 Shares 6,569 Est. Cost $146.62 Unrealized -4.5%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $945 Shares 1,066 Est. Cost $706.75 Unrealized +22.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $934 Shares 3,746 Est. Cost $225.17 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $905 Shares 14,288 Est. Cost $56.09 Unrealized +4.6%
ABT ABBOTT LABS 0.0%
Value ($000) $904 Shares 7,926 Est. Cost $105.48 Unrealized +1.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $877 Shares 15,529 Est. Cost $56.01 Unrealized -2.1%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $830 Shares 5,805 Est. Cost $143.01 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $791 Shares 3,400 Est. Cost $210.79 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $785 Shares 3,261 Est. Cost $215.67 Unrealized 0.0%
MNDY MONDAY COM LTD 0.0%
Value ($000) $746 Shares 2,685 Est. Cost $210.91 Unrealized +17.4%
CAVA CAVA GROUP INC 0.0%
Value ($000) $703 Shares 5,677 Est. Cost $101.64 Unrealized 0.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $696 Shares 24,384 Est. Cost $26.44 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $619 Shares 2,741 Est. Cost $225.76 Unrealized
CDLX CARDLYTICS INC 0.0%
Value ($000) $489 Shares 152,800 Est. Cost $8.68 Unrealized -36.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $474 Shares 4,921 Est. Cost $96.38 Unrealized
COMPOSECURE INC 0.0%
Value ($000) $409 Shares 108,437 Est. Cost $3.77 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $374 Shares 5,182 Est. Cost $68.74 Unrealized 0.0%
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $317 Shares 12,192 Est. Cost $26.04 Unrealized