Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of August 16, 2022

Top 23 Holdings

Symbol Name % Weight Price % Change
ANET Arista Networks Inc 9.44% 129.46 -0.35%
MSI Motorola Solutions Inc 8.56% 255.42 -0.46%
FFIV F5 Inc 7.63% 170.25 -1.56%
CSCO Cisco Systems Inc 7.56% 46.66 -0.24%
JNPR Juniper Networks Inc 7.03% 28.82 -0.96%
CALX Calix Inc 5.84% 55.78 -1.95%
COMM CommScope Holding Co Inc 4.79% 10.63 -1.12%
CIEN Ciena Corp 4.50% 54.67 -1.73%
VSAT Viasat Inc 4.22% 38.94 -4.02%
UI Ubiquiti Inc 4.20% 323.04 0.00%
ADTN Adtran Inc 4.12% 24.15 -2.74%
VIAV Viavi Solutions Inc 4.10% 15.34 -1.60%
LITE Lumentum Holdings Inc 4.01% 89.31 -0.32%
EXTR Extreme Networks Inc 3.84% 13.30 -2.42%
POLY Plantronics Inc 3.67% 39.84 -0.08%
NTCT NetScout Systems Inc 3.62% 33.09 -0.66%
CLFD Clearfield Inc 2.93% 118.00 -0.83%
INFN Infinera Corp 2.68% 5.62 -2.94%
DGII Digi International Inc 2.57% 33.84 -0.38%
HLIT Harmonic Inc 2.56% 11.18 -1.76%
NTGR Netgear Inc 1.60% 25.41 -1.66%
DZSI DZS Inc 0.51% 14.02 2.04%
XTSLA BlackRock Cash Funds Treasury SL Agency 0.06% 1.00 0.00%
As of August 16, 2022