Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of July 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
SNPS Synopsys Inc 2.42% 385.44 2.24%
WST West Pharmaceutical Services Inc 2.02% 340.98 0.96%
TR4 Tractor Supply Co 2.00% -- --
117 Arista Networks Inc 1.96% -- --
CMG Chipotle Mexican Grill Inc 1.93% 1663.70 2.00%
MCHP Microchip Technology Inc 1.82% 73.71 3.28%
RJF Raymond James Financial Inc 1.72% 109.34 1.77%
CRWD CrowdStrike Holdings Inc 1.71% 200.87 1.42%
OM6 O'Reilly Automotive Inc 1.68% -- --
TECH Bio-Techne Corp 1.67% 379.65 1.39%
MTD Mettler-Toledo International Inc 1.63% 1364.10 1.29%
WCN Waste Connections Inc 1.60% 141.56 1.86%
FTNT Fortinet Inc 1.60% 54.29 3.37%
WAT Waters Corp 1.60% 335.23 1.09%
DLTR Dollar Tree Inc 1.60% 166.76 0.84%
BRO Brown & Brown Inc 1.56% 67.55 1.52%
GWW W.W. Grainger Inc 1.41% -- --
WEX WEX Inc 1.41% 167.54 1.06%
LULU Lululemon Athletica Inc 1.38% 321.69 1.49%
CPRT Copart Inc 1.37% 129.97 1.14%
MSCI MSCI Inc 1.36% 506.71 1.12%
CDW CDW Corp 1.34% 180.27 2.60%
ABMD Abiomed Inc 1.28% 293.59 0.91%
FA1 FactSet Research Systems Inc 1.28% -- --
TYL Tyler Technologies Inc 1.26% 409.34 0.52%
As of July 31, 2022