THEMATIC

Shorts Test

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Index Performance

-7.57%
Shorts Test

Overview

Description

A test portfolio for short and long holdings

  • Inception Date11/09/2024
  • WeightingCustom
  • # of holdings61
What's inside?

Holdings

All holdings as of May 22, 2026
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Newmont Corp. (NEM)4.92%$128.85B47.46%62.44%4.69
Broadcom Inc. (AVGO)4.46%$2.00T29.47%65.57%24.48
Caterpillar, Inc. (CAT)4.31%$386.56B4.29%32.21%4.51
Amphenol Corp. (APH)3.46%$184.06B51.71%36.88%7.68
Northern Trust Corp. (NTRS)3.12%$30.39B7.77%N/A0.01
Johnson Controls International Plc (JCI)3.11%$86.86B6.84%35.78%3.45
Arista Networks, Inc. (ANET)2.96%$222.76B28.60%64.06%17.37
NVIDIA Corp. (NVDA)2.84%$5.06T65.47%71.07%21.07
CME Group, Inc. (CME)2.65%$103.42B14.48%84.31%16.05
Exxon Mobil Corp. (XOM)2.59%$618.95B-4.71%21.68%1.74
Eli Lilly & Co. (LLY)2.48%$835.18B44.70%83.04%15.39
Edwards Lifesciences Corp. (EW)2.47%$48.52B16.70%78.21%7.09
McKesson Corp. (MCK)2.39%$101.43B11.40%3.28%0.27
Chubb Ltd. (CB)2.29%$127.26B9.87%N/AN/A
Diamondback Energy, Inc. (FANG)2.25%$54.80B35.79%35.16%4.27
O'Reilly Automotive, Inc. (ORLY)2.15%$77.92B6.42%48.75%4.86
EOG Resources, Inc. (EOG)2.15%$71.32B-3.51%40.80%2.78
BlackRock Finance, Inc. (BLK)2.03%$170.33B25.81%81.43%N/A
W.W. Grainger, Inc. (GWW)2.00%$54.33B4.51%38.61%2.85
Hubbell, Inc. (HUBB)2.00%$29.33B3.84%35.47%4.41
Microsoft Corp. (MSFT)1.96%$3.15T16.72%68.04%11.92
Airbnb, Inc. (ABNB)1.86%$86.94B10.84%72.26%6.16
Old Dominion Freight Line, Inc. (ODFL)1.77%$45.82B-5.48%31.67%6.04
Graco, Inc. (GGG)1.67%$13.54B2.25%51.96%5.98
Domino's Pizza, Inc. (DPZ)1.41%$12.37B4.96%39.15%3.88
Copart, Inc. (CPRT)1.18%$31.86B-3.58%43.32%7.50
Chipotle Mexican Grill, Inc. (CMG)1.10%$44.56B5.41%22.35%4.50
Lennar Corp. (LEN)1.05%$23.09B-13.34%15.01%0.91
Manhattan Associates, Inc. (MANH)0.98%$8.43B7.39%54.48%7.11
Millrose Properties, Inc. (MRP)0.17%$4.74BN/AN/A11.74
Snap, Inc. (SNAP)-0.32%$9.54B10.63%52.33%2.51
DraftKings, Inc. (DKNG)-0.39%$20.60B26.99%41.25%2.95
NIKE, Inc. (NKE)-0.40%$66.18B-0.16%40.40%2.05
Cognizant Technology Solutions Corp. (CTSH)-0.43%$26.36B6.95%31.26%1.89
HP, Inc. (HPQ)-0.48%$18.10B7.46%19.34%0.46
Best Buy Co., Inc. (BBY)-0.49%$12.64B0.39%22.45%0.38
United Parcel Service, Inc. (UPS)-0.55%$90.96B-2.49%18.53%1.21
International Flavors & Fragrances, Inc. (IFF)-0.55%$18.17B-5.17%30.94%2.14
Roblox Corp. (RBLX)-0.57%$39.75B35.77%23.75%11.17
Invitation Homes, Inc. (INVH)-0.59%$16.26B2.41%32.83%9.11
Edison International (EIX)-0.60%$26.50B9.76%31.31%3.45
Crown Castle, Inc. (CCI)-0.61%$37.68B-4.81%56.63%15.47
Uber Technologies, Inc. (UBER)-0.64%$152.03B18.28%33.36%3.43
Enphase Energy, Inc. (ENPH)-0.67%$4.71B10.72%61.91%2.75
Carnival Corp. (CCL)-0.68%$37.55B6.11%24.82%2.56
Alnylam Pharmaceuticals, Inc. (ALNY)-0.68%$40.77B65.19%81.64%14.44
ConocoPhillips (COP)-0.70%$148.41B7.51%24.63%2.29
Moderna, Inc. (MRNA)-0.70%$20.12B-39.93%44.29%3.59
Netflix, Inc. (NFLX)-0.70%$389.43B19.31%52.44%8.84
Okta, Inc. (OKTA)-0.76%$13.44B11.84%77.36%4.46
Zoom Communications, Inc. (ZM)-0.79%$27.12B4.36%77.02%4.22
Rivian Automotive, Inc. (RIVN)-0.82%$20.50B8.39%-2.77%4.18
Marriott International, Inc. (MAR)-0.84%$97.27B4.33%19.13%3.88
Verizon Communications, Inc. (VZ)-0.84%$195.62B2.52%45.79%2.43
General Motors Co. (GM)-0.88%$70.55B-1.29%6.27%0.98
Microchip Technology, Inc. (MCHP)-0.90%$48.40B15.59%45.56%9.13
Roku, Inc. (ROKU)-1.04%$16.99B15.18%43.79%3.08
Cloudflare, Inc. (NET)-1.47%$72.88B29.85%74.51%31.41
Teradyne, Inc. (TER)-2.08%$65.45B13.27%55.05%9.68
Western Digital Corp. (WDC)-4.52%$136.97B-29.59%45.74%6.75
Sandisk Corp. (SNDK)-4.55%$146.11B61.25%50.94%4.73
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