Edgestream Partners, L.P. Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$1.3T

Holdings

796

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (796 positions)

StockValue
VIAVVIAVI SOLUTIONS INC
$480.0M
VTYVERINT SYS INC
$478.1M
FW2NBANNER CORP
$477.5M
IRWDIRONWOOD PHARMACEUTICALS INC
$467.3M
SSFSENSIENT TECHNOLOGIES CORP
$462.9M
LXPUSDLXP INDUSTRIAL TRUST
$462.6M
CTRACOTERRA ENERGY INC
$462.3M
CNNECANNAE HLDGS INC
$461.8M
UNFUNIFIRST CORP MASS
$460.7M
FULTFULTON FINL CORP PA
$460.3M
BMBLBUMBLE INC
$460.0M
PRGPROG HOLDINGS INC
$457.6M
JWNUSDNORDSTROM INC
$455.1M
PNRPENTAIR PLC
$448.8M
NUENUCOR CORP
$448.7M
ASGNASGN INC
$445.9M
BHFBRIGHTHOUSE FINL INC
$443.8M
IVWISHARES TR
$442.7M
SRPTSAREPTA THERAPEUTICS INC
$442.2M
CDWCDW CORP
$441.9M
FIXCOMFORT SYS USA INC
$441.4M
AIGAMERICAN INTL GROUP INC
$441.0M
RYNRAYONIER INC
$438.9M
COSCNO FINL GROUP INC
$436.9M
CBCHUBB LIMITED
$432.0M
AIRCUSDAPARTMENT INCOME REIT CORP
$430.4M
ELLAUDER ESTEE COS INC
$430.2M
ALNYALNYLAM PHARMACEUTICALS INC
$429.5M
SLGNSILGAN HLDGS INC
$429.2M
NDAQNASDAQ INC
$424.5M
PRUPRUDENTIAL FINL INC
$424.3M
GNRCGENERAC HLDGS INC
$422.2M
TTEKTETRA TECH INC NEW
$417.9M
VALVALARIS LTD
$413.1M
CMICUMMINS INC
$412.1M
TSCOTRACTOR SUPPLY CO
$411.8M
PBRPETROLEO BRASILEIRO SA PETRO
$410.0M
VFCV F CORP
$410.0M
RHIROBERT HALF INC.
$402.5M
BKRBAKER HUGHES COMPANY
$401.7M
UNPUNION PAC CORP
$401.6M
IRMIRON MTN INC DEL
$400.5M
ABGCENCORA INC
$400.3M
BBIOBRIDGEBIO PHARMA INC
$396.6M
VTVANGUARD INTL EQUITY INDEX F
$395.9M
HALOHALOZYME THERAPEUTICS INC
$395.8M
FDSFACTSET RESH SYS INC
$395.7M
EWYISHARES INC
$395.0M
EXLSEXLSERVICE HOLDINGS INC
$394.9M
ESEVERSOURCE ENERGY
$394.0M
SIGISELECTIVE INS GROUP INC
$393.5M
PAHUSDELEMENT SOLUTIONS INC
$388.7M
CFLTCONFLUENT INC
$386.9M
SPSCSPS COMM INC
$382.0M
PFFISHARES TR
$379.6M
DTDYNATRACE INC
$377.9M
FMFFORMFACTOR INC
$376.9M
RSPINVESCO EXCHANGE TRADED FD T
$376.8M
FHBFIRST HAWAIIAN INC
$376.6M
VLOVALERO ENERGY CORP
$374.4M
CMGCHIPOTLE MEXICAN GRILL INC
$373.7M
PGNYPROGYNY INC
$372.5M
DPZDOMINOS PIZZA INC
$368.6M
AGGISHARES TR
$368.4M
VCSHVANGUARD SCOTTSDALE FDS
$365.5M
TJXTJX COS INC NEW
$365.5M
CRICARTERS INC
$365.2M
UGIUGI CORP NEW
$365.1M
GEGENERAL ELECTRIC CO
$364.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$362.6M
LYVLIVE NATION ENTERTAINMENT IN
$360.6M
SPGSIMON PPTY GROUP INC NEW
$357.5M
WCCWESCO INTL INC
$357.0M
CCIVGBPLUCID GROUP INC
$356.2M
MRSHMARSH & MCLENNAN COS INC
$353.0M
LLOEWS CORP
$350.9M
HDHOME DEPOT INC
$348.7M
SCHXSCHWAB STRATEGIC TR
$348.1M
IBKRINTERACTIVE BROKERS GROUP IN
$346.3M
AVAAVISTA CORP
$343.4M
CGNXCOGNEX CORP
$340.2M
TRGPTARGA RES CORP
$337.4M
PTENPATTERSON-UTI ENERGY INC
$337.1M
ANFABERCROMBIE & FITCH CO
$335.9M
FUODOLBY LABORATORIES INC
$331.1M
VEEVVEEVA SYS INC
$330.4M
MTSIMACOM TECH SOLUTIONS HLDGS I
$326.4M
XLBSELECT SECTOR SPDR TR
$326.4M
SNASNAP ON INC
$326.0M
BACVERIZON COMMUNICATIONS INC
$324.4M
MLMMARTIN MARIETTA MATLS INC
$322.2M
LPLALPL FINL HLDGS INC
$322.0M
CAHCARDINAL HEALTH INC
$320.9M
XLUSELECT SECTOR SPDR TR
$320.2M
WIREEURENCORE WIRE CORP
$319.3M
LENLENNAR CORP
$318.2M
GLPIGAMING & LEISURE PPTYS INC
$317.1M
ALLYALLY FINL INC
$317.1M
THGHANOVER INS GROUP INC
$315.4M
CNACNA FINL CORP
$314.2M
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