Q2 2022 Holdings
Filed 2022-07-19 | 707 holdings | $193.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Western Digital Corp.(WDC) | COM | 958102105 | $349 | 7,785 | 0.0% |
| Azure PWR Global LTD | SHS | V0393H103 | $353 | 30,969 | 0.0% |
| Tusimple Hldgs Inc(TSPH) | CL A | 90089L108 | $354 | 48,997 | 0.0% |
| Camtek LTD(CAMT) | ORD | M20791105 | $371 | 14,930 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $371 | 1,800 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $372 | 1,655 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $373 | 2,367 | 0.0% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $378 | 3,726 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $379 | 2,262 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $391 | 8,620 | 0.0% |
| Global X FDS(CLOU) | CLOUD COMPUTNG | 37954Y442 | $398 | 24,158 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $402 | 5,686 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $402 | 782 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $403 | 1,574 | 0.0% |
| Pulte Group Inc(PHM) | COM | 745867101 | $405 | 10,180 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $411 | 2,300 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $413 | 2,374 | 0.0% |
| Kroger Co(KR) | COM | 501044101 | $431 | 9,100 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $431 | 15,699 | 0.0% |
| Mosaic Co New(MOS) | COM | 61945C103 | $432 | 9,149 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $441 | 1,331 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $452 | 5,273 | 0.0% |
| General Electric Co(GE) | COM NEW | 369604301 | $452 | 7,098 | 0.0% |
| Hyster Yale Matls Handling I(HY) | CL A | 449172105 | $464 | 14,411 | 0.0% |
| Ishares Silver TR(SLV) | ISHARES | 46428Q109 | $464 | 24,400 | 0.0% |
| Invesco Exch Traded FD TR II(TAN) | SOLAR ETF | 46138G706 | $465 | 6,520 | 0.0% |
| Meatech 3D LTD | SPONSORED ADS | 583435102 | $465 | 140,580 | 0.0% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $487 | 38,955 | 0.0% |
| Roblox Corp(RBLX) | CL A | 771049103 | $488 | 14,858 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $490 | 23,950 | 0.0% |
| Credit Suisse Group | SH | 225401108 | $493 | 86,930 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $494 | 2,235 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $499 | 6,783 | 0.0% |
| Prologis Inc.(PLD) | COM | 74340W103 | $507 | 4,308 | 0.0% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $510 | 32,229 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $528 | 5,493 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $529 | 3,146 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $538 | 23,013 | 0.0% |
| Service Corp Intl(SCI) | COM | 817565104 | $540 | 7,810 | 0.0% |
| Fuelcell Energy Inc(FCELCHF) | COM | 35952H601 | $542 | 144,509 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $547 | 4,608 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $551 | 8,088 | 0.0% |
| Banco Santander S.A.(SAN) | SH | 05964H105 | $552 | 197,100 | 0.0% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $570 | 30,913 | 0.0% |
| Renesola LTD(VQKA) | SPONSORED ADS | 75971T301 | $570 | 119,994 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $583 | 3,532 | 0.0% |
| Maxeon Solar Technologies LT | SHS | Y58473102 | $583 | 43,884 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $592 | 6,789 | 0.0% |
| Shoals Technologies Group in(SHLS) | CL A | 82489W107 | $593 | 35,959 | 0.0% |
| Lloyds Banking Group PLC(LYG) | SH | 539439109 | $593 | 290,540 | 0.0% |