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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ARES |
Ares Management Lp |
38 |
- |
$0.00 |
$1,782,000 |
13,398 |
0.02% |
189,000 |
0 |
0.008 |
N/A |
|
|
AAPL |
Apple Inc |
45 |
- |
$212.49 |
$506,000 |
2,952 |
0.01% |
-62,000 |
0 |
0 |
Personal Computers |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
48 |
- |
$385.44 |
$110,000 |
342 |
0% |
23,000 |
0 |
0 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
49 |
- |
$317.31 |
$107,000 |
377 |
0% |
-4,000 |
0 |
0 |
Networking & Communic... |
|
|
ISRG |
Intuitive Surgical Inc |
50 |
- |
$372.63 |
$99,000 |
249 |
0% |
15,000 |
0 |
0 |
Medical Appliances & ... |
|
|
CRM |
Salesforce.com Inc |
51 |
- |
$231.94 |
$90,000 |
299 |
0% |
11,000 |
0 |
0 |
Internet Software & S... |
|
|
NOW |
Servicenow, Inc. |
52 |
- |
$728.58 |
$85,000 |
112 |
0% |
6,000 |
0 |
0 |
Information Technolog... |
|
|
ARM |
Arm Holdings American Depos... |
53 |
- |
$157.89 |
$84,000 |
670 |
0% |
34,000 |
0 |
0 |
N/A |
|
|
SNPS |
Synopsys Inc |
55 |
- |
$590.21 |
$81,000 |
142 |
0% |
8,000 |
0 |
0 |
Technical & System So... |
|
|
DDOG |
Datadog, Inc. |
56 |
- |
$0.00 |
$80,000 |
646 |
0% |
2,000 |
0 |
0 |
N/A |
|
|
WDAY |
Workday, Inc. |
58 |
- |
$209.48 |
$79,000 |
288 |
0% |
-1,000 |
0 |
0 |
Application Software |
|
|
CDNS |
Cadence Design Systems Inc |
61 |
- |
$312.10 |
$79,000 |
254 |
0% |
10,000 |
0 |
0 |
Technical & System So... |
|
|
DHR |
Danaher Corp |
62 |
- |
$254.85 |
$76,000 |
305 |
0% |
5,000 |
0 |
0 |
General Building Mate... |
|
|
CGEMY |
Capgemini |
63 |
- |
$39.03 |
$69,000 |
1,504 |
0% |
6,000 |
0 |
0 |
N/A |
|
|
ALC |
Alcon Inc |
65 |
- |
$90.68 |
$62,000 |
746 |
0% |
4,000 |
0 |
0 |
Medical Instruments &... |
|
|
MDB |
Mongodb Inc |
71 |
- |
$227.00 |
$53,000 |
148 |
0% |
-8,000 |
0 |
0 |
N/A |
|
|
SNOW |
Snowflake Inc. |
74 |
- |
$127.17 |
$49,000 |
304 |
0% |
-11,000 |
0 |
0 |
N/A |
|
|
BKNG |
Booking Holdings Inc |
75 |
- |
$3,859.10 |
$47,000 |
13 |
0% |
1,000 |
0 |
0 |
Internet Software & S... |
|
|
WM |
Waste Management Inc |
77 |
- |
$203.64 |
$45,000 |
211 |
0% |
7,000 |
0 |
0 |
Waste Management |
|
|
CTAS |
Cintas Corp |
76 |
- |
$695.69 |
$45,000 |
66 |
0% |
5,000 |
0 |
0 |
Business Services |
|
|
ECL |
Ecolab Inc |
78 |
- |
$240.05 |
$44,000 |
189 |
0% |
7,000 |
0 |
0 |
Cleaning Products |
|
|
COST |
Costco Wholesale Corp |
82 |
- |
$855.67 |
$40,000 |
55 |
0% |
4,000 |
0 |
0 |
Discount, Variety Stores |
|
|
HESAY |
Hermes International SCA |
83 |
- |
$225.79 |
$38,000 |
148 |
0% |
7,000 |
0 |
0 |
N/A |
|
|
MELI |
Mercadolibre Inc |
86 |
- |
$1,582.14 |
$35,000 |
23 |
0% |
-1,000 |
0 |
0 |
Business Services |
|
|
EW |
Edwards Lifesciences Corp |
87 |
- |
$29.25 |
$35,000 |
371 |
0% |
7,000 |
0 |
0 |
Medical Appliances & ... |
|
|
ANSS |
ANSYS Inc |
88 |
- |
$323.17 |
$32,000 |
93 |
0% |
-2,000 |
0 |
0 |
Technical & System So... |
|
|
DXCM |
DexCom Inc |
89 |
- |
$115.95 |
$31,000 |
226 |
0% |
3,000 |
0 |
0 |
Medical Instruments &... |
|
|
SAUHY |
Straumann Holding Adr |
90 |
- |
$0.00 |
$30,000 |
1,898 |
0% |
-1,000 |
0 |
0.001 |
N/A |
|
|
SAP |
SAP AG (ADR) |
91 |
- |
$187.82 |
$29,000 |
148 |
0% |
6,000 |
0 |
0 |
Application Software |
|
|
SHOP |
Shopify Inc |
93 |
- |
$67.66 |
$28,000 |
357 |
0% |
0 |
0 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
94 |
- |
$178.37 |
$27,000 |
180 |
0% |
2,000 |
0 |
0 |
Search Engines & Info... |
|
|
RACE |
Ferrari NV |
98 |
- |
$0.00 |
$24,000 |
54 |
0% |
6,000 |
0 |
0 |
N/A |
|
|
MSCI |
Msci Inc |
96 |
- |
$480.53 |
$24,000 |
42 |
0% |
0 |
0 |
0 |
Business Services |
|
|
YUM |
YUM! Brands Inc |
101 |
- |
$134.34 |
$20,000 |
143 |
0% |
1,000 |
0 |
0 |
Restaurants |
|
|
HEI |
Heico Corp |
102 |
- |
$225.17 |
$19,000 |
101 |
0% |
1,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
MCO |
Moodys Corp |
103 |
- |
$408.12 |
$19,000 |
48 |
0% |
0 |
0 |
0 |
Business Services |
|
|
SPGI |
S&P Global Inc |
104 |
- |
$434.40 |
$18,000 |
42 |
0% |
-1,000 |
0 |
0 |
Publishing |
|
|
CCHGY |
Coca Cola HBC S.A. (ADR) |
105 |
- |
$33.99 |
$17,000 |
545 |
0% |
1,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
ASMI |
ASM International NV |
106 |
- |
$726.57 |
$17,000 |
27 |
0% |
3,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
MAR |
Marriott International Inc |
108 |
- |
$239.45 |
$16,000 |
63 |
0% |
2,000 |
0 |
0 |
Lodging |
|
|
PINS |
Pinterest, Inc. |
113 |
- |
$43.51 |
$8,000 |
245 |
0% |
-1,000 |
0 |
0 |
N/A |
|
