THEMATIC

Shorts Test

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Index Performance

+5.92%
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 February 20, 2026
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Newmont Corp. (NEM)5.90%$132.86B19.08%49.78%4.90
Amphenol Corp. (APH)4.16%$185.66B51.71%36.88%7.68
Caterpillar, Inc. (CAT)3.91%$353.50B4.29%32.21%4.51
Broadcom Inc. (AVGO)3.76%$1.58T23.87%64.71%28.86
Johnson Controls International Plc (JCI)3.39%$88.01B6.84%35.78%3.45
McKesson Corp. (MCK)3.10%$116.05B11.40%3.28%0.27
CME Group, Inc. (CME)2.86%$111.10B6.37%82.58%14.92
Northern Trust Corp. (NTRS)2.80%$27.38B-10.12%N/A-0.77
Arista Networks, Inc. (ANET)2.67%$166.86B28.60%64.06%17.37
NVIDIA Corp. (NVDA)2.61%$4.61T62.49%73.41%24.10
Exxon Mobil Corp. (XOM)2.56%$613.68B-4.71%21.68%1.74
Eli Lilly & Co. (LLY)2.45%$952.34B44.70%83.04%15.39
Chubb Ltd. (CB)2.40%$130.51B6.47%N/AN/A
Edwards Lifesciences Corp. (EW)2.39%$46.30B11.55%78.13%7.83
Hubbell, Inc. (HUBB)2.30%$28.00B3.84%35.47%4.41
O'Reilly Automotive, Inc. (ORLY)2.28%$78.92B6.42%51.59%4.86
BlackRock Finance, Inc. (BLK)2.13%$178.04B18.88%82.05%N/A
Graco, Inc. (GGG)2.12%$15.39B5.83%52.45%6.05
Diamondback Energy, Inc. (FANG)2.03%$50.43B48.36%34.63%4.14
EOG Resources, Inc. (EOG)1.93%$66.78B-2.75%40.55%2.90
Microsoft Corp. (MSFT)1.92%$2.95T16.72%68.04%11.92
Hologic, Inc. (HOLX)1.90%$16.84B2.54%55.75%4.12
W.W. Grainger, Inc. (GWW)1.87%$53.39B4.51%38.61%2.85
Airbnb, Inc. (ABNB)1.86%$77.85B10.84%72.26%6.16
Domino's Pizza, Inc. (DPZ)1.76%$13.00B6.20%40.09%4.22
Old Dominion Freight Line, Inc. (ODFL)1.75%$42.11B-5.48%31.67%6.02
Lennar Corp. (LEN)1.38%$28.52B-3.79%17.61%1.07
Copart, Inc. (CPRT)1.29%$35.31B-3.58%43.32%7.50
Chipotle Mexican Grill, Inc. (CMG)1.27%$48.89B5.41%22.35%4.50
Manhattan Associates, Inc. (MANH)1.02%$8.63B3.75%55.74%9.54
Millrose Properties, Inc. (MRP)0.20%$4.79BN/AN/A17.80
Snap, Inc. (SNAP)-0.29%$8.68B10.63%52.33%2.51
DraftKings, Inc. (DKNG)-0.34%$19.77B26.99%41.25%2.95
HP, Inc. (HPQ)-0.35%$17.07B4.09%20.34%0.61
Enphase Energy, Inc. (ENPH)-0.49%$6.10B10.72%45.70%2.75
Best Buy Co., Inc. (BBY)-0.51%$13.51B2.40%23.21%0.48
Invitation Homes, Inc. (INVH)-0.52%$15.42B2.41%32.83%9.11
Cognizant Technology Solutions Corp. (CTSH)-0.54%$31.10B6.95%31.26%1.89
NIKE, Inc. (NKE)-0.59%$96.82B0.37%40.58%2.12
Crown Castle, Inc. (CCI)-0.60%$38.33B-35.08%57.90%15.98
International Flavors & Fragrances, Inc. (IFF)-0.61%$20.84B-5.17%30.95%2.08
Okta, Inc. (OKTA)-0.63%$13.17B11.58%77.09%5.03
Edison International (EIX)-0.63%$28.37B9.76%31.31%3.45
United Parcel Service, Inc. (UPS)-0.64%$99.12B-2.49%18.53%1.21
Netflix, Inc. (NFLX)-0.65%$332.16B16.46%48.59%9.17
ConocoPhillips (COP)-0.68%$135.11B7.51%24.63%2.29
Uber Technologies, Inc. (UBER)-0.69%$152.01B18.28%33.36%3.43
Zoom Communications, Inc. (ZM)-0.70%$26.73B4.44%77.90%3.89
Roblox Corp. (RBLX)-0.76%$43.94B35.77%23.75%11.17
Microchip Technology, Inc. (MCHP)-0.77%$42.06B15.59%45.56%9.13
Roku, Inc. (ROKU)-0.77%$13.13B15.18%43.79%3.08
Moderna, Inc. (MRNA)-0.78%$19.49B-39.93%44.29%3.59
Alnylam Pharmaceuticals, Inc. (ALNY)-0.80%$44.59B65.19%81.64%14.44
Marriott International, Inc. (MAR)-0.82%$92.20B4.33%19.13%3.92
Carnival Corp. (CCL)-0.87%$44.18B6.40%29.21%2.34
Verizon Communications, Inc. (VZ)-0.88%$207.72B2.52%45.64%2.43
Rivian Automotive, Inc. (RIVN)-0.92%$18.95B8.39%-2.77%4.18
General Motors Co. (GM)-0.95%$73.68B-1.29%6.27%0.98
Cloudflare, Inc. (NET)-1.27%$61.97B29.85%74.43%31.41
Teradyne, Inc. (TER)-2.00%$50.86B13.27%55.05%9.68
Sandisk Corp. (SNDK)-2.14%$95.94B61.25%50.94%4.73
Western Digital Corp. (WDC)-2.83%$96.80B-29.59%45.74%6.75
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