THEMATIC

Shorts Test

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Index Performance

+2.65%
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 12, 2025
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Newmont Corp. (NEM)5.15%$107.10B16.96%48.29%4.36
Broadcom Inc. (AVGO)4.43%$1.70T23.87%64.71%28.31
Amphenol Corp. (APH)3.87%$158.20B53.37%38.09%7.77
Caterpillar, Inc. (CAT)3.35%$279.80B9.51%31.89%4.00
Johnson Controls International Plc (JCI)2.94%$70.13B2.81%36.37%3.51
Northern Trust Corp. (NTRS)2.91%$26.20B-9.24%N/A-0.87
McKesson Corp. (MCK)2.90%$100.44B10.14%3.19%0.27
CME Group, Inc. (CME)2.76%$98.64B-2.95%82.29%15.41
Arista Networks, Inc. (ANET)2.74%$157.11B27.46%64.56%20.82
Edwards Lifesciences Corp. (EW)2.72%$48.21B14.67%78.29%7.21
Eli Lilly & Co. (LLY)2.72%$971.39B53.87%82.91%12.09
NVIDIA Corp. (NVDA)2.63%$4.25T62.49%73.41%24.10
Microsoft Corp. (MSFT)2.52%$3.56T18.43%69.05%13.22
O'Reilly Automotive, Inc. (ORLY)2.51%$79.44B7.82%51.85%5.73
Chubb Ltd. (CB)2.43%$121.40B8.19%N/A2.41
BlackRock Finance, Inc. (BLK)2.30%$177.67B19.11%77.86%8.68
Exxon Mobil Corp. (XOM)2.25%$501.08B-4.29%22.47%1.60
Domino's Pizza, Inc. (DPZ)2.14%$14.59B6.20%40.09%4.22
Hubbell, Inc. (HUBB)2.12%$23.81B4.15%36.49%4.30
Graco, Inc. (GGG)2.07%$13.86B4.65%53.23%6.26
Hologic, Inc. (HOLX)2.06%$16.72B1.74%55.77%3.83
Airbnb, Inc. (ABNB)2.04%$79.03B10.85%77.91%5.50
Diamondback Energy, Inc. (FANG)1.97%$44.89B48.36%34.63%4.14
W.W. Grainger, Inc. (GWW)1.85%$48.62B6.13%38.61%2.72
EOG Resources, Inc. (EOG)1.83%$58.61B-2.75%40.55%2.90
Lennar Corp. (LEN)1.54%$30.25B-6.35%17.67%1.10
Old Dominion Freight Line, Inc. (ODFL)1.51%$33.35B-4.33%32.70%5.33
Copart, Inc. (CPRT)1.49%$37.43B0.72%45.92%7.93
Manhattan Associates, Inc. (MANH)1.34%$10.47B3.42%55.96%11.51
Chipotle Mexican Grill, Inc. (CMG)1.33%$47.79B7.51%21.48%4.76
Millrose Properties, Inc. (MRP)0.21%$4.89BN/AN/A17.80
Enphase Energy, Inc. (ENPH)-0.37%$4.21B7.76%46.97%2.95
Snap, Inc. (SNAP)-0.44%$12.57B9.78%52.50%2.47
HP, Inc. (HPQ)-0.50%$22.71B4.09%20.34%0.61
Moderna, Inc. (MRNA)-0.50%$11.51B-45.44%74.51%2.82
International Flavors & Fragrances, Inc. (IFF)-0.52%$16.20B-7.90%31.11%1.98
Edison International (EIX)-0.54%$22.44B10.56%34.99%3.55
Invitation Homes, Inc. (INVH)-0.59%$16.15B8.71%30.44%9.32
DraftKings, Inc. (DKNG)-0.60%$31.64B4.43%31.46%3.53
United Parcel Service, Inc. (UPS)-0.60%$85.62B-3.52%17.67%1.04
Best Buy Co., Inc. (BBY)-0.63%$15.39B2.40%23.21%0.48
ConocoPhillips (COP)-0.64%$118.06B15.22%23.37%2.27
NIKE, Inc. (NKE)-0.65%$99.73B1.01%41.78%2.51
Crown Castle, Inc. (CCI)-0.67%$39.61B-35.11%58.49%14.77
Microchip Technology, Inc. (MCHP)-0.72%$36.31B-2.01%41.23%9.54
Sandisk Corp. (SNDK)-0.74%$30.22B22.57%29.77%2.47
Zoom Communications, Inc. (ZM)-0.76%$26.51B4.44%77.90%3.89
Cognizant Technology Solutions Corp. (CTSH)-0.76%$40.51B7.36%31.58%1.51
Marriott International, Inc. (MAR)-0.77%$80.16B3.74%21.17%3.36
Verizon Communications, Inc. (VZ)-0.78%$172.41B1.47%46.89%2.54
Carnival Corp. (CCL)-0.82%$35.97B3.25%37.42%2.70
Okta, Inc. (OKTA)-0.84%$15.98B11.58%77.09%5.03
Netflix, Inc. (NFLX)-0.86%$434.97B19.06%47.03%12.19
Uber Technologies, Inc. (UBER)-0.86%$176.84B20.37%32.93%4.29
Roku, Inc. (ROKU)-1.01%$15.88B13.97%43.36%2.95
General Motors Co. (GM)-1.03%$75.46B-0.34%6.41%0.86
Alnylam Pharmaceuticals, Inc. (ALNY)-1.03%$52.52B149.35%83.98%19.53
Roblox Corp. (RBLX)-1.18%$62.13B47.96%23.09%21.39
Rivian Automotive, Inc. (RIVN)-1.21%$22.58B78.26%-3.15%2.71
Teradyne, Inc. (TER)-1.30%$30.28B4.33%57.95%7.52
Cloudflare, Inc. (NET)-1.58%$70.91B30.68%73.97%36.96
Western Digital Corp. (WDC)-1.91%$60.29B-31.18%43.44%4.28
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