THEMATIC

Shorts Test

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Index Performance

-4.42%
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 July 16, 2026
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Caterpillar, Inc. (CAT)4.25%$404.06B22.22%33.13%5.22
Newmont Corp. (NEM)4.12%$96.97B47.46%62.44%4.69
Broadcom Inc. (AVGO)3.99%$1.78T47.87%67.24%27.82
Amphenol Corp. (APH)3.97%$188.40B58.39%38.48%6.84
Northern Trust Corp. (NTRS)3.48%$34.89B7.77%N/A-0.30
Arista Networks, Inc. (ANET)3.21%$212.25B35.13%61.90%14.83
Johnson Controls International Plc (JCI)3.15%$86.18B8.21%36.83%3.65
NVIDIA Corp. (NVDA)2.71%$5.02T85.23%74.93%19.77
Eli Lilly & Co. (LLY)2.70%$1.10T55.55%81.93%11.93
McKesson Corp. (MCK)2.60%$98.50B12.36%3.48%0.28
Edwards Lifesciences Corp. (EW)2.50%$50.58B16.70%78.16%6.91
Exxonmobil Corp. (XOM)2.43%$604.96B7.31%20.20%2.30
Chubb Ltd. (CB)2.38%$133.31B9.77%N/A2.58
CME Group, Inc. (CME)2.23%$89.24B14.48%84.31%16.05
W.W. Grainger, Inc. (GWW)2.23%$66.19B10.13%39.98%2.95
Diamondback Energy, Inc. (FANG)2.11%$53.49B4.74%38.18%4.98
EOG Resources, Inc. (EOG)2.08%$73.75B15.63%44.22%3.47
Airbnb, Inc. (ABNB)2.06%$89.08B17.87%66.13%5.29
BlackRock Finance, Inc. (BLK)2.04%$176.75B22.09%81.78%N/A
Hubbell, Inc. (HUBB)2.01%$25.47B11.10%33.63%4.73
O'Reilly Automotive, Inc. (ORLY)2.00%$71.48B10.24%51.47%4.74
Old Dominion Freight Line, Inc. (ODFL)1.98%$49.32B-2.92%30.86%7.45
Microsoft Corp. (MSFT)1.86%$2.98T18.30%67.63%8.81
Graco, Inc. (GGG)1.67%$12.64B2.25%51.96%5.98
Domino's Pizza, Inc. (DPZ)1.46%$10.97B3.47%40.37%3.47
Manhattan Associates, Inc. (MANH)1.14%$9.65B7.39%54.48%7.11
Chipotle Mexican Grill, Inc. (CMG)1.13%$43.87B7.41%20.15%3.79
Lennar Corp. (LEN)1.01%$20.76B-4.53%16.16%0.79
Copart, Inc. (CPRT)0.97%$26.19B2.09%45.72%5.85
Millrose Properties, Inc. (MRP)0.18%$4.56B135.71%N/A9.86
Snap, Inc. (SNAP)-0.26%$7.77B12.15%53.66%1.50
Cognizant Technology Solutions Corp. (CTSH)-0.36%$21.12B5.83%29.63%1.35
DraftKings, Inc. (DKNG)-0.38%$22.09B16.84%42.32%1.90
NIKE, Inc. (NKE)-0.40%$66.10B-0.01%43.20%1.52
Enphase Energy, Inc. (ENPH)-0.42%$5.41B-20.55%46.91%3.32
HP, Inc. (HPQ)-0.46%$22.08B11.05%20.88%0.46
Crown Castle, Inc. (CCI)-0.53%$34.36B-4.81%56.73%15.47
International Flavors & Fragrances, Inc. (IFF)-0.57%$19.81B-3.59%31.81%2.28
Netflix, Inc. (NFLX)-0.58%$313.07B12.98%51.93%N/A
Invitation Homes, Inc. (INVH)-0.61%$18.07B7.52%29.45%8.39
Roblox Corp. (RBLX)-0.63%$38.67B39.30%27.81%7.33
United Parcel Service, Inc. (UPS)-0.64%$99.60B-1.22%16.08%1.21
Alnylam Pharmaceuticals, Inc. (ALNY)-0.64%$37.80B96.43%81.91%10.66
Edison International (EIX)-0.65%$30.03B7.66%31.25%3.70
ConocoPhillips (COP)-0.65%$137.47B-5.20%26.26%3.09
Uber Technologies, Inc. (UBER)-0.66%$150.72B14.48%37.86%2.90
Best Buy Co., Inc. (BBY)-0.67%$17.98B1.93%23.50%0.35
Zoom Communications, Inc. (ZM)-0.69%$27.25B5.47%77.86%4.35
Carnival Corp. Ltd. (CCL)-0.70%$36.79B5.29%25.74%2.30
Verizon Communications, Inc. (VZ)-0.75%$183.22B2.85%46.09%2.87
Microchip Technology, Inc. (MCHP)-0.78%$44.35B7.08%43.55%8.62
Marriott International, Inc. (MAR)-0.83%$97.87B6.24%19.34%3.92
General Motors Co. (GM)-0.87%$70.08B-0.90%11.45%0.92
Moderna, Inc. (MRNA)-0.94%$25.06B260.19%-160.67%7.26
Rivian Automotive, Inc. (RIVN)-0.98%$24.74B11.37%2.82%3.48
Roku, Inc. (ROKU)-1.18%$21.33B22.36%45.24%2.50
Okta, Inc. (OKTA)-1.20%$25.68B11.19%77.78%3.64
Cloudflare, Inc. (NET)-1.83%$96.76B33.54%71.21%30.97
Teradyne, Inc. (TER)-1.85%$50.45B86.84%60.72%12.27
Sandisk Corp. (SNDK)-4.30%$208.97B251.03%78.35%8.09
Western Digital Corp. (WDC)-4.31%$160.90B45.47%50.22%9.56
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