Edgestream Partners, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.3T

Holdings

813

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (813 positions)

#StockSharesValue% PortfolioType
201
CVCOCAVCO INDS INC DEL
8,893$3.8B0.17%
202
BURLBURLINGTON STORES INC
14,405$3.8B0.17%
203
MSAMSA SAFETY INC
21,317$3.8B0.17%
204
LSCCLATTICE SEMICONDUCTOR CORP
71,140$3.8B0.17%
205
ACGLARCH CAP GROUP LTD
33,712$3.8B0.17%
206
FRFIRST INDL RLTY TR INC
67,057$3.8B0.17%
207
EMREMERSON ELEC CO
34,274$3.7B0.16%
208
MANHMANHATTAN ASSOCIATES INC
13,302$3.7B0.16%
209
PCGPG&E CORP
188,676$3.7B0.16%
210
SPTSPROUT SOCIAL INC
125,742$3.7B0.16%
211
JCIJOHNSON CTLS INTL PLC
46,918$3.6B0.16%
212
SPNTSIRIUSPOINT LTD
252,699$3.6B0.16%
213
WFRDWEATHERFORD INTL PLC
42,575$3.6B0.16%
214
SRLNSSGA ACTIVE ETF TR
86,265$3.6B0.16%
215
KLICKULICKE & SOFFA INDS INC
79,189$3.6B0.16%
216
RFREGIONS FINANCIAL CORP NEW
152,787$3.6B0.16%
217
XLFISELECT SECTOR SPDR TR
42,878$3.6B0.16%
218
USHYISHARES TR
94,485$3.6B0.16%
219
UEOWESTLAKE CORPORATION
23,650$3.6B0.16%
220
PNRPENTAIR PLC
36,051$3.5B0.16%
221
IBTXUSDINDEPENDENT BANK GROUP INC
61,064$3.5B0.15%
222
YETIYETI HLDGS INC
85,440$3.5B0.15%
223
DWDMORGAN STANLEY
33,622$3.5B0.15%
224
ATKRATKORE INC
40,826$3.5B0.15%
225
RHPRYMAN HOSPITALITY PPTYS INC
32,059$3.4B0.15%
226
HPHELMERICH & PAYNE INC
112,107$3.4B0.15%
227
LGNDLIGAND PHARMACEUTICALS INC
34,069$3.4B0.15%
228
DOWDOW INC
62,335$3.4B0.15%
229
PWIPOWER INTEGRATIONS INC
52,857$3.4B0.15%
230
ADSKAUTODESK INC
12,299$3.4B0.15%
231
EWBCEAST WEST BANCORP INC
40,937$3.4B0.15%
232
ACADACADIA PHARMACEUTICALS INC
219,329$3.4B0.15%
233
SSDSIMPSON MFG INC
17,557$3.4B0.15%
234
EMEEMCOR GROUP INC
7,791$3.4B0.15%
235
AMHAMERICAN HOMES 4 RENT
87,273$3.4B0.15%
236
JNKSPDR SER TR
34,154$3.3B0.15%
237
EIXEDISON INTL
38,114$3.3B0.15%
238
VALVALARIS LTD
58,921$3.3B0.14%
239
CATYCATHAY GEN BANCORP
76,480$3.3B0.14%
240
BEBLOOM ENERGY CORP
310,047$3.3B0.14%
241
JNJJOHNSON & JOHNSON
20,151$3.3B0.14%
242
SLMSLM CORP
142,122$3.3B0.14%
243
WERNWERNER ENTERPRISES INC
84,085$3.2B0.14%
244
AGOASSURED GUARANTY LTD
40,625$3.2B0.14%
245
LAMRLAMAR ADVERTISING CO NEW
24,123$3.2B0.14%
246
OMCOMNICOM GROUP INC
31,124$3.2B0.14%
247
HUBGHUB GROUP INC
70,682$3.2B0.14%
248
HUNHUNTSMAN CORP
132,681$3.2B0.14%
249
VRNSVARONIS SYS INC
56,797$3.2B0.14%
250
SOFISOFI TECHNOLOGIES INC
404,277$3.2B0.14%
251
DRVNDRIVEN BRANDS HLDGS INC
222,525$3.2B0.14%
252
OKEONEOK INC NEW
34,776$3.2B0.14%
253
AEISADVANCED ENERGY INDS
29,956$3.2B0.14%
254
VCVISTEON CORP
33,060$3.1B0.14%
255
PTCPTC INC
17,409$3.1B0.14%
256
WTSWATTS WATER TECHNOLOGIES INC
15,132$3.1B0.14%
257
ASHASHLAND INC
36,036$3.1B0.14%
258
NOGNORTHERN OIL & GAS INC
87,985$3.1B0.14%
259
JXC1ZIFF DAVIS INC
64,011$3.1B0.14%
260
SPOTSPOTIFY TECHNOLOGY S A
8,420$3.1B0.14%
261
MRNAMODERNA INC
46,286$3.1B0.14%
262
SFBSSERVISFIRST BANCSHARES INC
38,174$3.1B0.14%
263
NMIHNMI HLDGS INC
74,456$3.1B0.13%
264
BRBRBELLRING BRANDS INC
50,453$3.1B0.13%
265
DHRDANAHER CORPORATION
10,965$3.0B0.13%
266
WDAYWORKDAY INC
12,470$3.0B0.13%
267
WOOFOOT LOCKER INC
117,602$3.0B0.13%
268
UDRUDR INC
66,994$3.0B0.13%
269
COSTCOSTCO WHSL CORP NEW
3,420$3.0B0.13%
270
FUODOLBY LABORATORIES INC
39,600$3.0B0.13%
271
HTOSJW GROUP
52,072$3.0B0.13%
272
RPMRPM INTL INC
24,984$3.0B0.13%
273
XLVSELECT SECTOR SPDR TR
19,609$3.0B0.13%
274
PTENPATTERSON-UTI ENERGY INC
393,843$3.0B0.13%
275
NVSTENVISTA HOLDINGS CORPORATION
151,925$3.0B0.13%
276
MCHPMICROCHIP TECHNOLOGY INC.
37,377$3.0B0.13%
277
PVHPVH CORPORATION
29,665$3.0B0.13%
278
UI2KEMPER CORP
48,826$3.0B0.13%
279
PIPRPIPER SANDLER COMPANIES
10,534$3.0B0.13%
280
VIAVVIAVI SOLUTIONS INC
330,313$3.0B0.13%
281
KIMKIMCO RLTY CORP
127,495$3.0B0.13%
282
CNHICNH INDL N V
266,282$3.0B0.13%
283
VCTRVICTORY CAP HLDGS INC
53,093$2.9B0.13%
284
EPAMEPAM SYS INC
14,731$2.9B0.13%
285
JEFJEFFERIES FINL GROUP INC
47,523$2.9B0.13%
286
TCBITEXAS CAP BANCSHARES INC
40,880$2.9B0.13%
287
NABLN-ABLE INC
223,617$2.9B0.13%
288
TMHCTAYLOR MORRISON HOME CORP
41,421$2.9B0.13%
289
SLGSL GREEN RLTY CORP
41,620$2.9B0.13%
290
ITGRINTEGER HLDGS CORP
22,264$2.9B0.13%
291
HOODROBINHOOD MKTS INC
123,503$2.9B0.13%
292
RHIROBERT HALF INC.
42,758$2.9B0.13%
293
TMOTHERMO FISHER SCIENTIFIC INC
4,644$2.9B0.13%
294
MKSIMKS INSTRS INC
26,415$2.9B0.13%
295
APLSAPELLIS PHARMACEUTICALS INC
99,401$2.9B0.13%
296
UALUNITED AIRLS HLDGS INC
50,122$2.9B0.13%
297
KROKRONOS WORLDWIDE INC
226,811$2.8B0.12%
298
IRMIRON MTN INC DEL
23,718$2.8B0.12%
299
PSAPUBLIC STORAGE OPER CO
7,732$2.8B0.12%
300
FFBCFIRST FINL BANCORP OH
110,651$2.8B0.12%
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