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| Name: |
2Xideas AG |
| City: |
KUSNACHT |
| State: |
V8 |
| Zip: |
8700 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FTNT |
Fortinet Inc |
3 |
- |
$61.43 |
$50,128,000 |
733,832 |
6.13% |
28,781,000 |
369,105 |
0.093 |
Computer Peripherals |
|
|
EW |
Edwards Lifesciences Corp |
10 |
- |
$30.14 |
$18,778,000 |
196,508 |
2.3% |
6,880,000 |
40,465 |
0.032 |
Medical Appliances & ... |
|
|
WSC |
Willscot Mobile Mini Holdin... |
12 |
- |
$40.65 |
$18,549,000 |
398,907 |
2.27% |
6,982,000 |
138,973 |
0.175 |
N/A |
|
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PAYC |
Paycom Software, Inc. |
16 |
- |
$182.28 |
$16,344,000 |
82,126 |
2% |
7,711,000 |
40,366 |
0.14 |
N/A |
|
|
KNSL |
Kinsale Capital Group, Inc. |
17 |
- |
$390.92 |
$15,754,000 |
30,022 |
1.93% |
7,009,000 |
3,911 |
0.132 |
N/A |
|
|
TYL |
Tyler Technologies Inc |
18 |
- |
$489.14 |
$15,362,000 |
36,145 |
1.88% |
3,654,000 |
8,144 |
0.09 |
Information Technolog... |
|
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ALGN |
Align Technology Inc |
23 |
- |
$271.50 |
$12,031,000 |
36,689 |
1.47% |
2,329,000 |
1,279 |
0.047 |
Medical Appliances & ... |
|
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COO |
Cooper Companies Inc |
34 |
- |
$97.31 |
$10,781,000 |
106,255 |
1.32% |
-2,084,000 |
72,261 |
0.053 |
Medical Instruments &... |
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