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Advisory Research Inc

Q4 2020 Holdings

Filed 2021-02-12 | 378 holdings | $102.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
News Corporation Class B(NWS)COM65249B208$18210,2410.0%
Winnebago Industries Inc(WGO)COM974637100$2023,3650.0%
Kinder Morgan, Inc.(KMI)COM49456B101$20214,7430.0%
Stride Incorporated(LRN)COM86333M108$21210,0000.0%
Kansas City SouthernCOM485170302$2191,0710.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$2235,8800.0%
Insulet Corporation(PODD)COM45784P101$2268850.0%
Duke Energy Corp New(DUK)COM26441C204$2302,5140.0%
Avalara Incorporated(AVLRUSD)COM05338G106$2451,4870.0%
QuinStreet Incorporated(QNST)COM74874Q100$25011,6730.0%
nLight Incorporated(LASR)COM65487K100$2577,8610.0%
Iovance Biotherapeutics Incorp(IOVA)COM462260100$2575,5430.0%
Iron Mountain(IRM)COM46284V101$2618,8450.0%
Nvidia Corp(NVDA)COM67066G104$2665100.0%
Avery Dennison(AVY)COM053611109$2731,7600.0%
Arista Networks Inc(ANETEUR)COM040413106$2789560.0%
Charles Schwab Corp.(SCHW)COM808513105$2795,2630.0%
Amerco Incorporated(UHAL)COM023586100$2796150.0%
Horizon Therapeutics PLCCOMG46188101$2853,8920.0%
Quanta Services(PWR)COM74762E102$2914,0470.0%
Keysight Technologies Inc(KEYS)COM49338L103$2982,2540.0%
Square Incorporated Class A(XYZ)COM852234103$3031,3930.0%
Cognex Corporation(CGNX)COM192422103$3073,8290.0%
Triton International Ltd. ClasCOMG9078F107$3096,3750.0%
Brightcove Incorporated(BCOVUSD)COM10921T101$31316,9900.0%
Paylocity Holdings Corporation(PCTY)COM70438V106$3281,5930.0%
Ringcentral Incorporated Class(RNG)COM76680R206$3348810.0%
Asml Holding NV-Ny Reg Shs(ASML)COMN07059210$3457070.0%
IES Holdings Incorporated(IESC)COM44951W106$3457,4840.0%
LendingClub Corp(LC)COM52603A208$34732,8710.0%
Okta Incorporated Class A(OKTA)COM679295105$3491,3710.0%
Rockwell Automation Inc(ROK)COM773903109$3511,4010.0%
ITT Industries Incorporated(ITT)COM45073V108$3554,6060.0%
Dolby Laboratories Incorporate(DLB)COM25659T107$3563,6690.0%
CrowdStrike Holdings Inc Class(CRWD)COM22788C105$3571,6850.0%
Grainger WW(GWW)COM384802104$3689020.0%
Molina Healthcare Incorporated(MOH)COM60855R100$3751,7650.0%
Lemonade Inc(LMND)COM52567D107$3813,1070.0%
Aptiv PLC(APTV)COMG6095L109$4123,1590.0%
Middleby Corporation(MIDD)COM596278101$4333,3620.0%
Netflix Inc(NFLX)COM64110L106$4358050.0%
Rio Tinto PLC Spon ADR(RIO)ADR767204100$4365,8060.0%
Wayfair Incorporated(W)COM94419L101$4411,9530.0%
Marvell Technology Group LTD(MRVL)COMG5876H105$4459,3590.0%
Elastic NV(ESTC)COMN14506104$4483,0690.0%
Fifth Third Bancorp(FITB)COM316773100$45116,3600.0%
SmileDirectClub Incorporated C(SDCCQ)COM83192H106$45337,9530.0%
Fiverr International LTD(FVRR)COMM4R82T106$4552,3330.0%
XPO Logistics Inc(XPO)COM983793100$4633,8870.0%
First Solar Incorporated(FSLR)COM336433107$4764,8120.0%
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