THEMATIC

Shorts Test

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Index Performance

+4.71%
Shorts Test

Overview

Description

A test portfolio for short and long holdings

  • Inception Date11/09/2024
  • WeightingCustom
  • # of holdings62
What's inside?

Holdings

All holdings as of December 3, 2025
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Newmont Corp. (NEM)4.74%$97.83B16.96%48.29%4.36
Broadcom Inc. (AVGO)4.71%$1.80T22.03%64.08%24.30
Amphenol Corp. (APH)4.18%$169.72B53.37%38.09%7.77
Caterpillar, Inc. (CAT)3.33%$276.81B9.51%31.89%4.00
Johnson Controls International Plc (JCI)2.94%$69.80B2.81%36.37%3.51
McKesson Corp. (MCK)2.88%$99.40B10.14%3.19%0.27
Arista Networks, Inc. (ANET)2.82%$160.94B27.46%64.56%20.82
Northern Trust Corp. (NTRS)2.79%$24.99B-9.24%N/A-0.87
CME Group, Inc. (CME)2.78%$98.93B-2.95%82.29%15.41
Edwards Lifesciences Corp. (EW)2.76%$48.73B14.67%78.29%7.21
Eli Lilly & Co. (LLY)2.74%$977.11B53.87%82.91%12.09
NVIDIA Corp. (NVDA)2.71%$4.36T62.49%73.41%24.10
O'Reilly Automotive, Inc. (ORLY)2.64%$83.24B7.82%51.85%5.73
Microsoft Corp. (MSFT)2.53%$3.55T18.43%69.05%13.22
Chubb Ltd. (CB)2.34%$116.12B8.19%N/A2.41
BlackRock Finance, Inc. (BLK)2.29%$176.17B19.11%77.86%8.68
Exxon Mobil Corp. (XOM)2.22%$496.78B-4.29%22.47%1.60
Domino's Pizza, Inc. (DPZ)2.15%$14.59B6.20%40.09%4.22
Hologic, Inc. (HOLX)2.07%$16.72B1.74%55.77%3.83
Graco, Inc. (GGG)2.07%$13.76B4.65%53.23%6.26
Hubbell, Inc. (HUBB)2.05%$22.82B4.15%36.49%4.30
Diamondback Energy, Inc. (FANG)2.01%$45.38B48.36%34.63%4.14
Airbnb, Inc. (ABNB)1.92%$73.95B10.85%77.91%5.50
EOG Resources, Inc. (EOG)1.90%$60.51B-2.75%40.55%2.90
W.W. Grainger, Inc. (GWW)1.76%$46.18B6.13%38.61%2.72
Lennar Corp. (LEN)1.72%$33.71B-6.35%17.67%1.10
Copart, Inc. (CPRT)1.50%$37.61B0.72%45.92%7.93
Old Dominion Freight Line, Inc. (ODFL)1.44%$31.56B-4.33%32.70%5.33
Manhattan Associates, Inc. (MANH)1.38%$10.76B3.42%55.96%11.51
Chipotle Mexican Grill, Inc. (CMG)1.26%$44.86B7.51%21.48%4.76
Millrose Properties, Inc. (MRP)0.22%$4.93BN/AN/A17.80
Enphase Energy, Inc. (ENPH)-0.34%$3.85B7.76%46.97%2.95
Moderna, Inc. (MRNA)-0.43%$9.84B-45.44%74.51%2.82
Snap, Inc. (SNAP)-0.47%$13.17B9.78%52.50%2.47
HP, Inc. (HPQ)-0.51%$23.55B4.03%19.98%0.58
Edison International (EIX)-0.53%$22.05B10.56%34.99%3.55
International Flavors & Fragrances, Inc. (IFF)-0.55%$17.19B-7.90%31.11%1.98
United Parcel Service, Inc. (UPS)-0.58%$83.32B-3.52%17.67%1.04
DraftKings, Inc. (DKNG)-0.58%$30.78B4.43%31.46%3.53
ConocoPhillips (COP)-0.62%$113.45B15.22%23.37%2.27
Invitation Homes, Inc. (INVH)-0.62%$16.96B8.71%30.44%9.32
NIKE, Inc. (NKE)-0.64%$97.04B1.01%41.78%2.51
Best Buy Co., Inc. (BBY)-0.64%$15.63B2.40%23.24%0.49
Crown Castle, Inc. (CCI)-0.65%$38.47B-35.11%58.49%14.77
Microchip Technology, Inc. (MCHP)-0.69%$34.38B-2.01%41.23%9.54
Sandisk Corp. (SNDK)-0.70%$28.49B22.57%29.77%2.47
Cognizant Technology Solutions Corp. (CTSH)-0.73%$38.24B7.36%31.58%1.51
Zoom Communications, Inc. (ZM)-0.73%$25.36B4.44%77.90%3.89
Carnival Corp. (CCL)-0.77%$33.89B3.25%37.42%2.70
Verizon Communications, Inc. (VZ)-0.79%$171.48B1.47%46.89%2.54
Marriott International, Inc. (MAR)-0.79%$82.29B3.74%21.17%3.36
Okta, Inc. (OKTA)-0.80%$15.22B11.58%77.09%5.03
Roku, Inc. (ROKU)-0.88%$13.74B13.97%43.36%2.95
Uber Technologies, Inc. (UBER)-0.93%$188.42B20.37%32.93%4.29
Netflix, Inc. (NFLX)-0.94%$440.51B19.06%47.03%12.19
General Motors Co. (GM)-0.96%$69.68B-0.34%6.41%0.86
Rivian Automotive, Inc. (RIVN)-1.16%$21.49B78.26%-3.15%2.71
Roblox Corp. (RBLX)-1.23%$64.65B47.96%23.09%21.39
Alnylam Pharmaceuticals, Inc. (ALNY)-1.24%$62.53B149.35%83.98%19.53
Teradyne, Inc. (TER)-1.32%$30.55B4.33%57.95%7.52
Cloudflare, Inc. (NET)-1.60%$71.58B30.68%73.97%36.96
Western Digital Corp. (WDC)-1.69%$53.20B-31.18%43.44%4.28
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