Edgestream Partners, L.P. Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$1.6T

Holdings

468

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (468 positions)

#StockSharesValue% PortfolioType
101
WMTWALMART INC
32,782$4.7B0.30%
102
OCOWENS CORNING NEW
52,153$4.7B0.29%
103
MSAMSA SAFETY INC
31,179$4.7B0.29%
104
ROLROLLINS INC
136,619$4.7B0.29%
105
T7DTRANSDIGM GROUP INC
7,329$4.7B0.29%
106
LNWOSCIENTIFIC GAMES CORP
68,363$4.6B0.28%
107
LNGCHENIERE ENERGY INC
44,992$4.6B0.28%
108
CPECALLON PETE CO DEL
94,815$4.5B0.28%
109
ERIEERIE INDTY CO
23,170$4.5B0.28%
110
BMOBANK MONTREAL QUE
41,176$4.4B0.28%
111
CDECOEUR MNG INC
868,541$4.4B0.27%
112
RLIRLI CORP
38,938$4.4B0.27%
113
SKTTANGER FACTORY OUTLET CTRS I
225,533$4.3B0.27%
114
RMERESMED INC
16,363$4.3B0.27%
115
T77LENDINGTREE INC NEW
34,679$4.3B0.27%
116
CXCEMEX SAB DE CV
622,873$4.2B0.26%
117
TMUST-MOBILE US INC
35,943$4.2B0.26%
118
VTIVANGUARD INDEX FDS
17,044$4.1B0.26%
119
LGNDLIGAND PHARMACEUTICALS INC
26,497$4.1B0.26%
120
JECUSDJACOBS ENGR GROUP INC
29,121$4.1B0.25%
121
KWRQUAKER HOUGHTON
17,547$4.0B0.25%
122
PFEPFIZER INC
68,240$4.0B0.25%
123
FITBFIFTH THIRD BANCORP
92,196$4.0B0.25%
124
AMZNAMAZON COM INC
1,201$4.0B0.25%
125
SSDSIMPSON MFG INC
28,759$4.0B0.25%
126
HRLHORMEL FOODS CORP
80,798$3.9B0.25%
127
WFCWELLS FARGO CO NEW
81,920$3.9B0.25%
128
KRKROGER CO
86,750$3.9B0.24%
129
NBIXNEUROCRINE BIOSCIENCES INC
46,056$3.9B0.24%
130
HN9HANESBRANDS INC
232,486$3.9B0.24%
131
DONSPDR DOW JONES INDL AVERAGE
10,677$3.9B0.24%
132
DDSDILLARDS INC
15,448$3.8B0.24%
133
HDBHDFC BANK LTD
57,831$3.8B0.23%
134
ERICERICSSON
345,404$3.8B0.23%
135
USBUS BANCORP DEL
66,655$3.7B0.23%
136
ALNYALNYLAM PHARMACEUTICALS INC
21,987$3.7B0.23%
137
MKLMARKEL CORP
3,012$3.7B0.23%
138
ETNEATON CORP PLC
21,503$3.7B0.23%
139
BACBK OF AMERICA CORP
83,012$3.7B0.23%
140
CRLCHARLES RIV LABS INTL INC
9,672$3.6B0.23%
141
NBRNABORS INDUSTRIES LTD
44,658$3.6B0.23%
142
CCLCARNIVAL CORP
178,846$3.6B0.22%
143
CHS1USDCHICOS FAS INC
643,139$3.5B0.22%
144
GPKGRAPHIC PACKAGING HLDG CO
174,580$3.4B0.21%
145
OXYOCCIDENTAL PETE CORP
115,780$3.4B0.21%
146
IM8NINSMED INC
122,937$3.3B0.21%
147
IPINTERNATIONAL PAPER CO
69,713$3.3B0.20%
148
AMATAPPLIED MATLS INC
20,609$3.2B0.20%
149
MSIMOTOROLA SOLUTIONS INC
11,681$3.2B0.20%
150
NUENUCOR CORP
27,760$3.2B0.20%
151
FRFIRST INDL RLTY TR INC
47,619$3.2B0.20%
152
PRUPRUDENTIAL FINL INC
28,752$3.1B0.19%
153
COFCAPITAL ONE FINL CORP
21,353$3.1B0.19%
154
EQIXEQUINIX INC
3,629$3.1B0.19%
155
HCQAMN HEALTHCARE SVCS INC
24,962$3.1B0.19%
156
FOSLFOSSIL GROUP INC
296,292$3.0B0.19%
157
CP.TOCANADIAN PAC RY LTD
42,061$3.0B0.19%
158
INTCINTEL CORP
58,593$3.0B0.19%
159
IRMIRON MTN INC NEW
57,490$3.0B0.19%
160
OLNOLIN CORP
52,218$3.0B0.19%
161
FCFSFIRSTCASH HOLDINGS INC
40,142$3.0B0.19%
162
ORIOLD REP INTL CORP
122,164$3.0B0.19%
163
BSXBOSTON SCIENTIFIC CORP
70,227$3.0B0.19%
164
XLESELECT SECTOR SPDR TR
53,642$3.0B0.19%
165
MBTGBPMOBILE TELESYSTEMS PUB JT ST
373,794$3.0B0.19%
166
2362120DSINCLAIR BROADCAST GROUP INC
111,433$2.9B0.18%
167
MTDMETTLER TOLEDO INTERNATIONAL
1,726$2.9B0.18%
168
ABGAMERISOURCEBERGEN CORP
21,996$2.9B0.18%
169
IPGINTERPUBLIC GROUP COS INC
78,019$2.9B0.18%
170
WWWWOLVERINE WORLD WIDE INC
100,945$2.9B0.18%
171
WPMWHEATON PRECIOUS METALS CORP
67,684$2.9B0.18%
172
QDELUSDQUIDEL CORP
21,473$2.9B0.18%
173
AWRAMER STATES WTR CO
27,582$2.9B0.18%
174
PWRQUANTA SVCS INC
24,326$2.8B0.17%
175
JEFJEFFERIES FINL GROUP INC
71,408$2.8B0.17%
176
XLYSELECT SECTOR SPDR TR
13,436$2.7B0.17%
177
JCIJOHNSON CTLS INTL PLC
33,776$2.7B0.17%
178
CLVTRIP COM GROUP LTD
111,220$2.7B0.17%
179
BRK/BBERKSHIRE HATHAWAY INC DEL
9,130$2.7B0.17%
180
TFCTRUIST FINL CORP
46,271$2.7B0.17%
181
TRNTRINITY INDS INC
89,269$2.7B0.17%
182
EGPEASTGROUP PPTYS INC
11,820$2.7B0.17%
183
VFCV F CORP
36,425$2.7B0.17%
184
CRICARTERS INC
26,329$2.7B0.17%
185
XLKSELECT SECTOR SPDR TR
15,318$2.7B0.17%
186
TECHBIO-TECHNE CORP
5,127$2.7B0.17%
187
STLDSTEEL DYNAMICS INC
42,683$2.6B0.17%
188
EXREXTRA SPACE STORAGE INC
11,681$2.6B0.17%
189
AZOAUTOZONE INC
1,256$2.6B0.16%
190
OI*O-I GLASS INC
216,656$2.6B0.16%
191
PRGOPERRIGO CO PLC
66,876$2.6B0.16%
192
EFAISHARES TR
32,425$2.6B0.16%
193
GVAGRANITE CONSTR INC
65,432$2.5B0.16%
194
DVADAVITA INC
22,135$2.5B0.16%
195
OIIOCEANEERING INTL INC
222,393$2.5B0.16%
196
NGNOVAGOLD RES INC
362,633$2.5B0.16%
197
MACMACERICH CO
143,808$2.5B0.15%
198
INFYINFOSYS LTD
97,274$2.5B0.15%
199
LXPUSDLXP INDUSTRIAL TRUST
155,185$2.4B0.15%
200
DWDMORGAN STANLEY
24,599$2.4B0.15%
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