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
201
OTXOPEN TEXT CORP
53,650$2.0B0.16%
202
MCOMOODYS CORP
7,363$2.0B0.16%
203
WWWWOLVERINE WORLD WIDE INC
98,734$2.0B0.16%
204
AVTAVNET INC
46,280$2.0B0.16%
205
CMICUMMINS INC
10,168$2.0B0.16%
206
COSTCOSTCO WHSL CORP NEW
4,067$1.9B0.15%
207
MSAMSA SAFETY INC
15,981$1.9B0.15%
208
INFYINFOSYS LTD
104,314$1.9B0.15%
209
HPEHEWLETT PACKARD ENTERPRISE C
143,783$1.9B0.15%
210
MBTGBPMOBILE TELESYSTEMS PUB JT ST
448,459$1.9B0.15%
211
UNPUNION PAC CORP
8,898$1.9B0.15%
212
MANMANPOWERGROUP INC WIS
24,732$1.9B0.15%
213
CVSCVS HEALTH CORP
20,130$1.9B0.15%
214
CITCINTAS CORP
4,990$1.9B0.15%
215
HRBBLOCK H & R INC
52,566$1.9B0.15%
216
LMTLOCKHEED MARTIN CORP
4,299$1.8B0.15%
217
DLTRDOLLAR TREE INC
11,847$1.8B0.15%
218
2362120DSINCLAIR BROADCAST GROUP INC
90,280$1.8B0.15%
219
BCEBCE INC
37,419$1.8B0.15%
220
DEDEERE & CO
6,133$1.8B0.14%
221
ODFLOLD DOMINION FREIGHT LINE IN
7,163$1.8B0.14%
222
MTZMASTEC INC
25,530$1.8B0.14%
223
WDFCWD 40 CO
9,005$1.8B0.14%
224
MTCHMATCH GROUP INC NEW
26,006$1.8B0.14%
225
TDTORONTO DOMINION BK ONT
27,570$1.8B0.14%
226
MYGNMYRIAD GENETICS INC
98,342$1.8B0.14%
227
MLMMARTIN MARIETTA MATLS INC
5,952$1.8B0.14%
228
HOGHARLEY DAVIDSON INC
56,203$1.8B0.14%
229
BMYBRISTOL-MYERS SQUIBB CO
22,991$1.8B0.14%
230
ARWARROW ELECTRS INC
15,777$1.8B0.14%
231
FOXAFOX CORP
54,525$1.8B0.14%
232
MRVLMARVELL TECHNOLOGY INC
40,111$1.7B0.14%
233
BBDBANCO BRADESCO S A
534,347$1.7B0.14%
234
STTSTATE STR CORP
28,107$1.7B0.14%
235
IPGINTERPUBLIC GROUP COS INC
62,945$1.7B0.14%
236
IRBTQIROBOT CORP
46,534$1.7B0.13%
237
FITBFIFTH THIRD BANCORP
50,096$1.7B0.13%
238
DKDELEK US HLDGS INC NEW
65,080$1.7B0.13%
239
VMCVULCAN MATLS CO
11,824$1.7B0.13%
240
LKQ1LKQ CORP
33,917$1.7B0.13%
241
CHRCHURCHILL DOWNS INC
8,608$1.6B0.13%
242
BAXBAXTER INTL INC
25,670$1.6B0.13%
243
ANAUTONATION INC
14,554$1.6B0.13%
244
SONSONOCO PRODS CO
28,155$1.6B0.13%
245
JWNUSDNORDSTROM INC
75,626$1.6B0.13%
246
XLKSELECT SECTOR SPDR TR
12,530$1.6B0.13%
247
TFXTELEFLEX INCORPORATED
6,442$1.6B0.12%
248
ALNYALNYLAM PHARMACEUTICALS INC
10,785$1.6B0.12%
249
SJMSMUCKER J M CO
12,265$1.6B0.12%
250
CGNXCOGNEX CORP
36,451$1.6B0.12%
251
CIENCIENA CORP
33,748$1.5B0.12%
252
EDCONSOLIDATED EDISON INC
15,978$1.5B0.12%
253
A4SAMERIPRISE FINL INC
6,392$1.5B0.12%
254
ACNACCENTURE PLC IRELAND
5,439$1.5B0.12%
255
NNNNATIONAL RETAIL PROPERTIES I
34,910$1.5B0.12%
256
FLOFLOWERS FOODS INC
56,939$1.5B0.12%
257
PHMPULTE GROUP INC
37,566$1.5B0.12%
258
FCXFREEPORT-MCMORAN INC
50,553$1.5B0.12%
259
VLYVALLEY NATL BANCORP
138,910$1.4B0.11%
260
SSDSIMPSON MFG INC
14,373$1.4B0.11%
261
LDOSLEIDOS HOLDINGS INC
14,155$1.4B0.11%
262
MTHMERITAGE HOMES CORP
19,486$1.4B0.11%
263
DVADAVITA INC
17,649$1.4B0.11%
264
CNMDCONMED CORP
14,714$1.4B0.11%
265
ACGLARCH CAP GROUP LTD
30,713$1.4B0.11%
266
RMERESMED INC
6,660$1.4B0.11%
267
PLCECHILDRENS PL INC NEW
35,622$1.4B0.11%
268
CDNSCADENCE DESIGN SYSTEM INC
9,193$1.4B0.11%
269
ADSKAUTODESK INC
7,887$1.4B0.11%
270
PTENPATTERSON-UTI ENERGY INC
84,831$1.3B0.11%
271
DDSDILLARDS INC
6,026$1.3B0.10%
272
BPBP PLC
46,656$1.3B0.10%
273
CCLCARNIVAL CORP
151,820$1.3B0.10%
274
NDSNNORDSON CORP
6,481$1.3B0.10%
275
HESHESS CORP
12,380$1.3B0.10%
276
AESAES CORP
62,044$1.3B0.10%
277
FOSLFOSSIL GROUP INC
249,995$1.3B0.10%
278
QCOMQUALCOMM INC
9,726$1.2B0.10%
279
CSLCARLISLE COS INC
5,201$1.2B0.10%
280
TERTERADYNE INC
13,816$1.2B0.10%
281
AMTAMERICAN TOWER CORP NEW
4,833$1.2B0.10%
282
IM8NINSMED INC
62,331$1.2B0.10%
283
BAPCREDICORP LTD
10,232$1.2B0.10%
284
WWEUSDWORLD WRESTLING ENTMT INC
19,588$1.2B0.10%
285
UPSUNITED PARCEL SERVICE INC
6,692$1.2B0.10%
286
CNKCINEMARK HLDGS INC
81,130$1.2B0.10%
287
WSOWATSCO INC
5,060$1.2B0.10%
288
INTCINTEL CORP
31,944$1.2B0.09%
289
SJIEURSOUTH JERSEY INDS INC
34,961$1.2B0.09%
290
ADCAGREE RLTY CORP
16,456$1.2B0.09%
291
VIAVVIAVI SOLUTIONS INC
89,707$1.2B0.09%
292
TSCOTRACTOR SUPPLY CO
6,105$1.2B0.09%
293
FRFIRST INDL RLTY TR INC
24,922$1.2B0.09%
294
NEENEXTERA ENERGY INC
14,866$1.2B0.09%
295
RCLROYAL CARIBBEAN GROUP
32,871$1.1B0.09%
296
FT2FIRST HORIZON CORPORATION
52,529$1.1B0.09%
297
CDECOEUR MNG INC
376,882$1.1B0.09%
298
TRNTRINITY INDS INC
47,131$1.1B0.09%
299
ATRAPTARGROUP INC
11,001$1.1B0.09%
300
FAFFIRST AMERN FINL CORP
21,354$1.1B0.09%
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