Edgestream Partners, L.P. Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$1.3T

Holdings

494

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (494 positions)

#StockSharesValue% PortfolioType
101
EXASEXACT SCIENCES CORP
99,883$3.9B0.31%
102
EWEDWARDS LIFESCIENCES CORP
41,364$3.9B0.31%
103
GNTXGENTEX CORP
138,165$3.9B0.30%
104
LXPUSDLXP INDUSTRIAL TRUST
359,680$3.9B0.30%
105
WCNWASTE CONNECTIONS INC
30,847$3.8B0.30%
106
FLRFLUOR CORP NEW
156,374$3.8B0.30%
107
NATNORDIC AMERICAN TANKERS LIMI
1,766,353$3.8B0.30%
108
SIXEURSIX FLAGS ENTMT CORP NEW
172,642$3.7B0.30%
109
BIGGQBIG LOTS INC
177,577$3.7B0.29%
110
OI*O-I GLASS INC
264,622$3.7B0.29%
111
KEYKEYCORP
214,103$3.7B0.29%
112
DISDISNEY WALT CO
38,782$3.7B0.29%
113
COPCONOCOPHILLIPS
40,718$3.7B0.29%
114
INCYINCYTE CORP
47,979$3.6B0.29%
115
LNWOLIGHT & WONDER INC
77,505$3.6B0.29%
116
W3UWESTERN UN CO
220,526$3.6B0.29%
117
NDAQNASDAQ INC
23,765$3.6B0.29%
118
CNRCANADIAN NATL RY CO
31,366$3.5B0.28%
119
ANFABERCROMBIE & FITCH CO
206,207$3.5B0.28%
120
PGRPROGRESSIVE CORP
29,958$3.5B0.27%
121
CBSHCOMMERCE BANCSHARES INC
52,912$3.5B0.27%
122
FRTFEDERAL RLTY INVT TR NEW
36,196$3.5B0.27%
123
KOCOCA COLA CO
54,980$3.5B0.27%
124
MLCOMELCO RESORTS AND ENTMNT LTD
593,285$3.4B0.27%
125
ALBALBEMARLE CORP
16,240$3.4B0.27%
126
IRMIRON MTN INC NEW
69,023$3.4B0.26%
127
ICUIICU MED INC
20,364$3.3B0.26%
128
GVAGRANITE CONSTR INC
114,356$3.3B0.26%
129
RHIROBERT HALF INTL INC
44,058$3.3B0.26%
130
OLNOLIN CORP
70,207$3.2B0.26%
131
SLMSLM CORP
202,963$3.2B0.26%
132
JNPJUNIPER NETWORKS INC
112,818$3.2B0.25%
133
MNSTMONSTER BEVERAGE CORP NEW
34,630$3.2B0.25%
134
DONSPDR DOW JONES INDL AVERAGE
10,408$3.2B0.25%
135
BRK/BBERKSHIRE HATHAWAY INC DEL
11,543$3.2B0.25%
136
POOLPOOL CORP
8,927$3.1B0.25%
137
CPTCAMDEN PPTY TR
23,075$3.1B0.24%
138
CRICARTERS INC
43,727$3.1B0.24%
139
CXWCORECIVIC INC
277,294$3.1B0.24%
140
EXREXTRA SPACE STORAGE INC
17,620$3.0B0.24%
141
CHDCHURCH & DWIGHT CO INC
32,091$3.0B0.23%
142
AOSSMITH A O CORP
54,365$3.0B0.23%
143
DREUSDDUKE REALTY CORP
53,853$3.0B0.23%
144
OVEROVERSTOCK COM INC DEL
117,669$2.9B0.23%
145
GENNORTONLIFELOCK INC
134,031$2.9B0.23%
146
ERIEERIE INDTY CO
15,183$2.9B0.23%
147
TSNTYSON FOODS INC
33,765$2.9B0.23%
148
RHCRH PLC
82,405$2.9B0.23%
149
UMPQUSDUMPQUA HLDGS CORP
166,898$2.8B0.22%
150
DWDMORGAN STANLEY
36,732$2.8B0.22%
151
AZOAUTOZONE INC
1,299$2.8B0.22%
152
NFLXNETFLIX INC
15,936$2.8B0.22%
153
RIGTRANSOCEAN LTD
836,770$2.8B0.22%
154
SWKSTANLEY BLACK & DECKER INC
26,558$2.8B0.22%
155
FNBF N B CORP
255,847$2.8B0.22%
156
S7VSALLY BEAUTY HLDGS INC
230,795$2.8B0.22%
157
UGIUGI CORP NEW
70,425$2.7B0.21%
158
MURMURPHY OIL CORP
89,660$2.7B0.21%
159
LYVLIVE NATION ENTERTAINMENT IN
32,725$2.7B0.21%
160
CHS1USDCHICOS FAS INC
541,254$2.7B0.21%
161
CSCOCISCO SYS INC
62,905$2.7B0.21%
162
CNPCENTERPOINT ENERGY INC
90,289$2.7B0.21%
163
OREALTY INCOME CORP
38,997$2.7B0.21%
164
REGNREGENERON PHARMACEUTICALS
4,491$2.7B0.21%
165
EWTISHARES INC
52,194$2.6B0.21%
166
WTWWILLIS TOWERS WATSON PLC LTD
13,246$2.6B0.21%
167
AQLTISHARES TR
22,214$2.6B0.21%
168
CFRCULLEN FROST BANKERS INC
22,331$2.6B0.20%
169
IMGIAMGOLD CORP
1,572,724$2.5B0.20%
170
GTGOODYEAR TIRE & RUBR CO
232,737$2.5B0.20%
171
UNMUNUM GROUP
72,775$2.5B0.20%
172
AMDADVANCED MICRO DEVICES INC
32,241$2.5B0.19%
173
HRUSDHEALTHCARE RLTY TR
88,902$2.4B0.19%
174
T77LENDINGTREE INC NEW
54,771$2.4B0.19%
175
FRCBFIRST REP BK SAN FRANCISCO C
16,227$2.3B0.18%
176
KRKROGER CO
48,590$2.3B0.18%
177
PEPPEPSICO INC
13,719$2.3B0.18%
178
PEGPUBLIC SVC ENTERPRISE GRP IN
35,986$2.3B0.18%
179
CLRUSDCONTINENTAL RES INC
34,469$2.3B0.18%
180
OIIOCEANEERING INTL INC
210,093$2.2B0.18%
181
AKXANSYS INC
9,360$2.2B0.18%
182
SAPSAP SE
24,660$2.2B0.18%
183
OMCOMNICOM GROUP INC
35,137$2.2B0.18%
184
TXNTEXAS INSTRS INC
14,468$2.2B0.18%
185
XLFISELECT SECTOR SPDR TR
30,601$2.2B0.17%
186
PSAPUBLIC STORAGE
6,981$2.2B0.17%
187
ABTABBOTT LABS
20,038$2.2B0.17%
188
VLOVALERO ENERGY CORP
20,295$2.2B0.17%
189
NTRSNORTHERN TR CORP
22,145$2.1B0.17%
190
RRCRANGE RES CORP
86,141$2.1B0.17%
191
INTUINTUIT
5,532$2.1B0.17%
192
MATMATTEL INC
95,306$2.1B0.17%
193
IVVISHARES TR
5,539$2.1B0.17%
194
TECK/BTECK RESOURCES LTD
68,222$2.1B0.16%
195
EEFTEURONET WORLDWIDE INC
20,724$2.1B0.16%
196
ERICERICSSON
281,346$2.1B0.16%
197
VRSNVERISIGN INC
12,403$2.1B0.16%
198
BBYBEST BUY INC
31,691$2.1B0.16%
199
HAEHAEMONETICS CORP MASS
31,440$2.0B0.16%
200
HPOSERVICE PPTYS TR
390,984$2.0B0.16%
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