Edgestream Partners, L.P. Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$1.7T

Holdings

433

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (433 positions)

StockValue
VIGVANGUARD SPECIALIZED FUNDS
$920.0M
ICEINTERCONTINENTAL EXCHANGE IN
$911.0M
K6BKBR INC
$902.0M
VTIVANGUARD INDEX FDS
$892.0M
ITWILLINOIS TOOL WKS INC
$874.0M
MTZMASTEC INC
$861.0M
SPGIS&P GLOBAL INC
$859.0M
CGNXCOGNEX CORP
$856.0M
LEALEAR CORP
$851.0M
ITRIITRON INC
$850.0M
INTUINTUIT
$839.0M
CLBCORE LABORATORIES N V
$838.0M
PACWUSDPACWEST BANCORP DEL
$834.0M
EWZISHARES INC
$796.0M
ORCLORACLE CORP
$795.0M
XLBSELECT SECTOR SPDR TR
$795.0M
RAMPLIVERAMP HLDGS INC
$776.0M
CMCSACOMCAST CORP NEW
$772.0M
FTITECHNIPFMC PLC
$744.0M
DPZDOMINOS PIZZA INC
$732.0M
BABOEING CO
$732.0M
TDYTELEDYNE TECHNOLOGIES INC
$731.0M
SJIEURSOUTH JERSEY INDS INC
$704.0M
COLMCOLUMBIA SPORTSWEAR CO
$687.0M
POOLPOOL CORP
$686.0M
NTESNETEASE INC
$682.0M
RLRALPH LAUREN CORP
$670.0M
XLUSELECT SECTOR SPDR TR
$666.0M
MZTILANCASTER COLONY CORP
$656.0M
S7VSALLY BEAUTY HLDGS INC
$643.0M
TDCTERADATA CORP DEL
$641.0M
MRKMERCK & CO INC
$635.0M
GGALGRUPO FINANCIERO GALICIA S.A
$635.0M
EMREMERSON ELEC CO
$622.0M
WWWWOLVERINE WORLD WIDE INC
$621.0M
MMSIMERIT MED SYS INC
$587.0M
XRAYDENTSPLY SIRONA INC
$582.0M
GSGOLDMAN SACHS GROUP INC
$580.0M
W3UWESTERN UN CO
$565.0M
GGBGERDAU SA
$563.0M
RMERESMED INC
$561.0M
QCOMQUALCOMM INC
$554.0M
LULULULULEMON ATHLETICA INC
$553.0M
DFSEURDISCOVER FINL SVCS
$551.0M
CSGPCOSTAR GROUP INC
$549.0M
TTCTORO CO
$546.0M
LVLNSPDR SER TR
$543.0M
XLFISELECT SECTOR SPDR TR
$538.0M
OVVOVINTIV INC
$532.0M
IJHISHARES TR
$519.0M
MDRXALLSCRIPTS HEALTHCARE SOLUTN
$517.0M
EQREQUITY RESIDENTIAL
$515.0M
IWFISHARES TR
$510.0M
IWOISHARES TR
$509.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$506.0M
CLVTRIP COM GROUP LTD
$493.0M
MCOMOODYS CORP
$492.0M
AGCOAGCO CORP
$481.0M
MLB1MERCADOLIBRE INC
$472.0M
INCYINCYTE CORP
$469.0M
ALXNALEXION PHARMACEUTICALS INC
$467.0M
BYDBOYD GAMING CORP
$466.0M
IWBISHARES TR
$456.0M
AXONAXON ENTERPRISE INC
$453.0M
IYRISHARES TR
$448.0M
STRASTRATEGIC ED INC
$440.0M
TJXTJX COS INC NEW
$421.0M
TRPTC ENERGY CORP
$415.0M
CATCATERPILLAR INC
$403.0M
ESSESSEX PPTY TR INC
$398.0M
HIGHARTFORD FINL SVCS GROUP INC
$395.0M
PBCTEURPEOPLES UNITED FINANCIAL INC
$392.0M
ERIEERIE INDTY CO
$380.0M
IJRISHARES TR
$365.0M
EMEEMCOR GROUP INC
$361.0M
LBEURL BRANDS INC
$357.0M
IBBISHARES TR
$352.0M
MTBM & T BK CORP
$348.0M
CHRCHURCHILL DOWNS INC
$347.0M
ENQENTEGRIS INC
$342.0M
MDC1USDM D C HLDGS INC
$341.0M
EXPDEXPEDITORS INTL WASH INC
$337.0M
CBRECBRE GROUP INC
$336.0M
ABGAMERISOURCEBERGEN CORP
$334.0M
TTTRANE TECHNOLOGIES PLC
$329.0M
UMPQUSDUMPQUA HLDGS CORP
$328.0M
VRSNVERISIGN INC
$327.0M
BUWABIO RAD LABS INC
$322.0M
SYNASYNAPTICS INC
$316.0M
MCHPMICROCHIP TECHNOLOGY INC.
$315.0M
IWRISHARES TR
$314.0M
MTDMETTLER TOLEDO INTERNATIONAL
$314.0M
MANMANPOWERGROUP INC WIS
$313.0M
KBHKB HOME
$313.0M
NEMNEWMONT CORP
$310.0M
SWN1EURSOUTHWESTERN ENERGY CO
$304.0M
ITUBITAU UNIBANCO HLDG S A
$302.0M
ICLRICON PLC
$302.0M
RTXRAYTHEON TECHNOLOGIES CORP
$296.0M
SYKSTRYKER CORPORATION
$292.0M
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