Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of December 31, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
ENPH Enphase Energy Inc 2.11% 196.49 -3.08%
TRMB Trimble Inc 1.59% 69.81 -1.48%
SEDG SolarEdge Technologies Inc 1.56% 303.80 -2.04%
MPWR Monolithic Power Systems Inc 1.48% 389.33 -0.51%
FICO Fair Isaac Corp 1.42% 511.08 0.00%
GNRC Generac Holdings Inc 1.36% 267.58 -0.54%
CGNX Cognex Corp 1.33% 82.85 -1.73%
MASI Masimo Corp 1.29% 251.84 -2.04%
FDS FactSet Research Systems Inc 1.20% 313.14 -1.38%
PTC PTC Inc 1.20% 129.44 -1.10%
CRL Charles River Laboratories International Inc 1.18% 266.99 -2.39%
TECH Bio-Techne Corp 1.17% 345.00 -2.11%
GGG Graco Inc 1.15% 72.40 -3.16%
CABO Cable One Inc 1.15% 2014.01 -2.61%
CREE Cree Inc 1.11% 106.75 -3.93%
BRO Brown & Brown Inc 1.06% 46.03 -3.56%
RUN Sunrun Inc 1.03% 79.44 1.06%
OLED Universal Display Corp 0.94% 244.35 -1.35%
FIVE Five Below Inc 0.93% 185.71 -0.55%
TREX Trex Co Inc 0.92% 99.20 0.72%
RGEN Repligen Corp 0.92% 205.22 -4.67%
AMED Amedisys Inc 0.92% 311.53 -0.84%
DAR Darling Ingredients Inc 0.89% 66.83 0.44%
TTC The Toro Co 0.89% 99.20 -0.64%
JAZZ Jazz Pharmaceuticals PLC 0.88% 168.05 -1.71%
As of December 31, 2020