THEMATIC

Shorts Test

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Index Performance

+1.16%
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 April 7, 2026
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Newmont Corp. (NEM)5.70%$124.72B19.08%49.78%4.90
Broadcom Inc. (AVGO)3.89%$1.58T29.47%65.57%24.48
Caterpillar, Inc. (CAT)3.83%$337.07B4.29%32.21%4.51
Amphenol Corp. (APH)3.63%$157.81B51.71%36.88%7.68
Johnson Controls International Plc (JCI)3.22%$81.50B6.84%35.78%3.45
CME Group, Inc. (CME)3.04%$111.38B6.37%82.58%14.97
Exxon Mobil Corp. (XOM)2.94%$682.97B-4.71%21.68%1.74
Northern Trust Corp. (NTRS)2.91%$27.06B-9.93%N/A-1.06
McKesson Corp. (MCK)2.88%$104.93B11.40%3.28%0.27
Arista Networks, Inc. (ANET)2.76%$167.92B28.60%64.06%17.37
NVIDIA Corp. (NVDA)2.52%$4.33T65.47%71.07%21.07
Edwards Lifesciences Corp. (EW)2.49%$46.95B11.55%77.91%7.65
Chubb Ltd. (CB)2.44%$127.74B6.98%N/A2.57
Diamondback Energy, Inc. (FANG)2.33%$54.99B35.79%35.16%4.27
EOG Resources, Inc. (EOG)2.32%$77.38B-3.51%40.80%2.78
Eli Lilly & Co. (LLY)2.32%$879.71B44.70%83.04%15.39
O'Reilly Automotive, Inc. (ORLY)2.29%$76.60B6.42%48.75%4.86
Hubbell, Inc. (HUBB)2.24%$26.54B3.84%35.47%4.41
Graco, Inc. (GGG)1.99%$14.05B5.83%52.45%6.05
Hologic, Inc. (HOLX)1.97%$16.97B2.54%55.75%4.12
BlackRock Finance, Inc. (BLK)1.93%$156.38B19.22%76.55%7.28
W.W. Grainger, Inc. (GWW)1.89%$52.50B4.51%38.61%2.85
Airbnb, Inc. (ABNB)1.87%$76.07B10.84%72.26%6.16
Microsoft Corp. (MSFT)1.85%$2.76T16.72%68.04%11.92
Old Dominion Freight Line, Inc. (ODFL)1.78%$41.46B-5.48%31.67%6.04
Domino's Pizza, Inc. (DPZ)1.74%$12.38B4.96%39.15%3.88
Copart, Inc. (CPRT)1.20%$31.90B-3.58%43.32%7.50
Chipotle Mexican Grill, Inc. (CMG)1.15%$43.06B5.41%22.35%4.50
Lennar Corp. (LEN)1.04%$21.13B-13.11%15.23%0.91
Manhattan Associates, Inc. (MANH)0.98%$8.08B3.75%55.74%9.54
Millrose Properties, Inc. (MRP)0.18%$4.27BN/AN/A11.74
Snap, Inc. (SNAP)-0.27%$8.11B10.63%52.33%2.51
Enphase Energy, Inc. (ENPH)-0.34%$4.20B10.72%61.91%2.75
HP, Inc. (HPQ)-0.36%$17.02B7.46%19.34%0.46
DraftKings, Inc. (DKNG)-0.36%$20.33B26.99%41.25%2.95
NIKE, Inc. (NKE)-0.40%$63.54B-0.16%40.40%2.05
Best Buy Co., Inc. (BBY)-0.52%$13.39B0.39%22.45%0.38
Cognizant Technology Solutions Corp. (CTSH)-0.53%$29.41B6.95%31.26%1.89
International Flavors & Fragrances, Inc. (IFF)-0.54%$17.88B-5.17%30.94%2.14
Invitation Homes, Inc. (INVH)-0.54%$15.61B2.41%32.83%9.11
United Parcel Service, Inc. (UPS)-0.56%$82.85B-2.49%18.53%1.21
Crown Castle, Inc. (CCI)-0.60%$37.03B-35.08%58.11%15.98
Edison International (EIX)-0.64%$27.94B9.76%31.31%3.45
Zoom Communications, Inc. (ZM)-0.67%$24.76B4.36%77.02%4.22
Uber Technologies, Inc. (UBER)-0.69%$147.63B18.28%33.36%3.43
Microchip Technology, Inc. (MCHP)-0.69%$36.53B15.59%45.56%9.13
Okta, Inc. (OKTA)-0.69%$14.03B11.84%77.36%4.46
Carnival Corp. (CCL)-0.70%$34.86B6.11%24.82%2.56
Roblox Corp. (RBLX)-0.72%$40.75B35.77%23.75%11.17
Alnylam Pharmaceuticals, Inc. (ALNY)-0.78%$42.38B65.19%81.64%14.44
Moderna, Inc. (MRNA)-0.80%$19.79B-39.93%44.29%3.59
Marriott International, Inc. (MAR)-0.80%$87.69B4.33%19.13%3.88
ConocoPhillips (COP)-0.84%$161.07B7.51%24.63%2.29
Netflix, Inc. (NFLX)-0.84%$417.23B16.46%48.59%9.17
Roku, Inc. (ROKU)-0.87%$14.53B15.18%43.79%3.08
General Motors Co. (GM)-0.88%$65.77B-1.29%6.27%0.98
Verizon Communications, Inc. (VZ)-0.89%$205.06B2.52%45.79%2.43
Rivian Automotive, Inc. (RIVN)-0.91%$18.23B8.39%-2.77%4.18
Cloudflare, Inc. (NET)-1.59%$76.13B29.85%74.51%31.41
Teradyne, Inc. (TER)-2.03%$50.17B13.27%55.05%9.68
Sandisk Corp. (SNDK)-2.41%$104.91B61.25%50.94%4.73
Western Digital Corp. (WDC)-3.18%$105.77B-29.59%45.74%6.75
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