Edgestream Partners, L.P. Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.3T

Holdings

435

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (435 positions)

#StockSharesValue% PortfolioType
201
NAVINAVIENT CORPORATION
128,708$1.9B0.15%
202
HPOSERVICE PPTYS TR
364,170$1.9B0.15%
203
NDAQNASDAQ INC
33,274$1.9B0.15%
204
SBCSABRA HEALTH CARE REIT INC
142,758$1.9B0.14%
205
KMTKENNAMETAL INC
90,697$1.9B0.14%
206
FOSLFOSSIL GROUP INC
537,628$1.8B0.14%
207
ICUIICU MED INC
12,020$1.8B0.14%
208
KLACKLA CORP
5,982$1.8B0.14%
209
NEONEOGENOMICS INC
207,427$1.8B0.14%
210
RGENREPLIGEN CORP
9,518$1.8B0.14%
211
BIGGQBIG LOTS INC
108,826$1.7B0.13%
212
FCNFTI CONSULTING INC
10,204$1.7B0.13%
213
AWRAMER STATES WTR CO
21,623$1.7B0.13%
214
ROLROLLINS INC
48,568$1.7B0.13%
215
DGXQUEST DIAGNOSTICS INC
13,630$1.7B0.13%
216
GPKGRAPHIC PACKAGING HLDG CO
84,134$1.7B0.13%
217
JPMJPMORGAN CHASE & CO
15,744$1.6B0.13%
218
CVLTCOMMVAULT SYS INC
30,938$1.6B0.13%
219
MKLMARKEL CORP
1,511$1.6B0.13%
220
KRKROGER CO
37,427$1.6B0.13%
221
OLNOLIN CORP
37,925$1.6B0.13%
222
SMSM ENERGY CO
43,083$1.6B0.13%
223
IM8NINSMED INC
73,982$1.6B0.12%
224
PLDPROLOGIS INC.
15,648$1.6B0.12%
225
AMGNAMGEN INC
7,040$1.6B0.12%
226
AERAERCAP HOLDINGS NV
37,204$1.6B0.12%
227
ODFLOLD DOMINION FREIGHT LINE IN
6,293$1.6B0.12%
228
IBMINTERNATIONAL BUSINESS MACHS
13,108$1.6B0.12%
229
ICLRICON PLC
8,439$1.6B0.12%
230
ITUBITAU UNIBANCO HLDG S A
294,739$1.5B0.12%
231
TTEKTETRA TECH INC NEW
11,794$1.5B0.12%
232
SONSONOCO PRODS CO
26,415$1.5B0.12%
233
VRTXVERTEX PHARMACEUTICALS INC
5,068$1.5B0.11%
234
FRCBFIRST REP BK SAN FRANCISCO C
10,970$1.4B0.11%
235
UHSUNIVERSAL HLTH SVCS INC
16,222$1.4B0.11%
236
EBAEBAY INC.
37,829$1.4B0.11%
237
REXRREXFORD INDL RLTY INC
26,692$1.4B0.11%
238
CCLCARNIVAL CORP
197,216$1.4B0.11%
239
ALAIR LEASE CORP
44,657$1.4B0.11%
240
MCDMCDONALDS CORP
5,786$1.3B0.10%
241
PNFPPINNACLE FINL PARTNERS INC
16,365$1.3B0.10%
242
TLTISHARES TR
12,851$1.3B0.10%
243
GILDGILEAD SCIENCES INC
21,088$1.3B0.10%
244
FRONTLINE LTD
118,277$1.3B0.10%
245
OEFISHARES TR
7,779$1.3B0.10%
246
PDCOEURPATTERSON COS INC
52,558$1.3B0.10%
247
FTNTFORTINET INC
25,380$1.2B0.10%
248
JNJJOHNSON & JOHNSON
7,581$1.2B0.10%
249
CBCHUBB LIMITED
6,755$1.2B0.10%
250
DXCDXC TECHNOLOGY CO
50,199$1.2B0.10%
251
MOHMOLINA HEALTHCARE INC
3,724$1.2B0.09%
252
GMGENERAL MTRS CO
38,202$1.2B0.09%
253
HSICHENRY SCHEIN INC
17,918$1.2B0.09%
254
XLKSELECT SECTOR SPDR TR
9,674$1.1B0.09%
255
JBHTHUNT J B TRANS SVCS INC
7,328$1.1B0.09%
256
USBUS BANCORP DEL
28,078$1.1B0.09%
257
MLMMARTIN MARIETTA MATLS INC
3,507$1.1B0.09%
258
DOVDOVER CORP
9,684$1.1B0.09%
259
GWWGRAINGER W W INC
2,294$1.1B0.09%
260
VLOVALERO ENERGY CORP
10,447$1.1B0.09%
261
ATRAPTARGROUP INC
11,706$1.1B0.09%
262
HIWHIGHWOODS PPTYS INC
40,964$1.1B0.09%
263
LLYLILLY ELI & CO
3,388$1.1B0.08%
264
EGPEASTGROUP PPTYS INC
7,538$1.1B0.08%
265
BMYBRISTOL-MYERS SQUIBB CO
15,308$1.1B0.08%
266
HRLHORMEL FOODS CORP
23,769$1.1B0.08%
267
NVCRNOVOCURE LTD
14,158$1.1B0.08%
268
CACCCREDIT ACCEP CORP MICH
2,443$1.1B0.08%
269
XLVSELECT SECTOR SPDR TR
8,738$1.1B0.08%
270
W3UWESTERN UN CO
76,540$1.0B0.08%
271
INGING GROEP N.V.
120,524$1.0B0.08%
272
IRMIRON MTN INC DEL
23,209$1.0B0.08%
273
CICIGNA CORP NEW
3,640$1.0B0.08%
274
XRXXEROX HOLDINGS CORP
76,493$1.0B0.08%
275
EVREVERCORE INC
11,700$962.0M0.07%
276
RCLROYAL CARIBBEAN GROUP
25,323$960.0M0.07%
277
CSCOCISCO SYS INC
23,879$955.0M0.07%
278
APAAPA CORPORATION
27,914$954.0M0.07%
279
SOSOUTHERN CO
13,830$940.0M0.07%
280
CNCCENTENE CORP DEL
12,046$937.0M0.07%
281
COHRCOHERENT CORP
26,848$936.0M0.07%
282
NBIXNEUROCRINE BIOSCIENCES INC
8,789$933.0M0.07%
283
PBRPETROLEO BRASILEIRO SA PETRO
75,596$933.0M0.07%
284
APHAMPHENOL CORP NEW
13,843$927.0M0.07%
285
CASYCASEYS GEN STORES INC
4,565$925.0M0.07%
286
VYXNCR CORP NEW
47,275$899.0M0.07%
287
QCOMQUALCOMM INC
7,907$893.0M0.07%
288
ASHASHLAND INC
9,395$892.0M0.07%
289
GRMNGARMIN LTD
11,003$884.0M0.07%
290
CIENCIENA CORP
21,377$864.0M0.07%
291
HN9HANESBRANDS INC
121,969$849.0M0.07%
292
WOOFOOT LOCKER INC
27,197$847.0M0.07%
293
SKTTANGER FACTORY OUTLET CTRS I
61,810$846.0M0.07%
294
AXONAXON ENTERPRISE INC
7,247$839.0M0.06%
295
LYVLIVE NATION ENTERTAINMENT IN
10,868$826.0M0.06%
296
CLFCLEVELAND-CLIFFS INC NEW
60,809$819.0M0.06%
297
ANFABERCROMBIE & FITCH CO
52,391$815.0M0.06%
298
CAHCARDINAL HEALTH INC
12,102$807.0M0.06%
299
STLDSTEEL DYNAMICS INC
11,234$797.0M0.06%
300
AAALCOA CORP
23,315$785.0M0.06%
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