ICON ADVISERS INC/CO Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$613.0M

Holdings

164

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
EPAMEPAM Systems Inc.
32,831$16.8M2.74%
2
AWMSKYWORKS SOLUTIONS INC
82,342$15.8M2.58%
3
MAMASTERCARD INCORPORATED CL A
40,380$14.7M2.40%
4
GPNGlobal Payments Inc.
76,075$14.3M2.33%
5
ADBEAdobe Inc.
24,129$14.1M2.31%
6
GTLSChart Industries Inc.
86,992$12.7M2.08%
7
FANGDiamondback Energy Inc.
128,017$12.0M1.96%
8
BACBANK AMER CORP
275,815$11.4M1.86%
9
JPMJPMORGAN CHASE & CO
69,995$10.9M1.78%
10
NKENIKE Inc. Class B
68,092$10.5M1.72%
11
EEFTEuronet Worldwide Inc.
67,977$9.2M1.50%
12
ALLYALLY FINL INC
172,400$8.6M1.40%
13
NXPINXP Semiconductors NV
41,687$8.6M1.40%
14
AYAtlantica Sustainable Infrastr
202,000$7.5M1.23%
15
ULTAULTA BEAUTY INC
21,157$7.3M1.19%
16
EXTRExtreme Networks Inc.
636,757$7.1M1.16%
17
FIVEFive Below Inc.
34,701$6.7M1.09%
18
ABBVABBVIE INC
58,586$6.6M1.08%
19
VOYAVOYA FINL INC
106,690$6.6M1.07%
20
RDS/ARoyal Dutch Shell Plc Sponsore
161,000$6.5M1.06%
21
XOMExxon Mobil Corporation
103,000$6.5M1.06%
22
DKDelek US Holdings Inc
300,000$6.5M1.06%
23
MLKNHerman Miller Inc.
130,000$6.1M1.00%
24
VVISA INC COM CL A
26,130$6.1M1.00%
25
UNHUNITEDHEALTH GROUP INC
15,219$6.1M0.99%
26
MCRIMonarch Casino & Resort Inc.
91,800$6.1M0.99%
27
GOOGAlphabet Inc. Class C
2,404$6.0M0.98%
28
BKRBaker Hughes Company Class A
260,781$6.0M0.97%
29
BCBRUNSWICK CORP
59,460$5.9M0.97%
30
MGAMAGNA INTL INC
62,057$5.7M0.94%
31
MTZMASTEC INC
53,395$5.7M0.92%
32
ENSEnerSys
54,100$5.3M0.86%
33
WBAWALGREENS BOOTS ALLIANCE INC
100,300$5.3M0.86%
34
AWIARMSTRONG WORLD INDS INC NEW
48,000$5.1M0.84%
35
COHRII-VI Incorporated
70,900$5.1M0.84%
36
QRVOQORVO INC
26,300$5.1M0.84%
37
ADSKAutodesk Inc.
17,500$5.1M0.83%
38
VLOValero Energy Corporation
65,000$5.1M0.83%
39
UNPUNION PAC CORP
23,059$5.1M0.83%
40
USBU.S. Bancorp
87,500$5.0M0.81%
41
IPInternational Paper Company
79,100$4.8M0.79%
42
ODFLOld Dominion Freight Line Inc.
19,000$4.8M0.79%
43
RG6Rogers Corporation
24,000$4.8M0.79%
44
PSXPhillips 66
55,000$4.7M0.77%
45
EOGEOG Resources Inc.
56,000$4.7M0.76%
46
AMZNAmazon.com Inc.
1,323$4.6M0.74%
47
VMIValmont Industries Inc.
19,000$4.5M0.73%
48
LNCLINCOLN NATL CORP IND
70,800$4.4M0.73%
49
PRFTUSDPerficient Inc.
55,100$4.4M0.72%
50
MASMASCO CORP
75,000$4.4M0.72%
51
LULULululemon Athletica Inc
11,261$4.1M0.67%
52
BMYBristol-Myers Squibb Company
61,500$4.1M0.67%
53
TTTrane Technologies plc
22,060$4.1M0.66%
54
STSensata Technologies Holding P
66,600$3.9M0.63%
55
EBAeBay Inc.
54,461$3.8M0.62%
56
OLEDUniversal Display Corporation
17,000$3.8M0.62%
57
PKGPackaging Corporation of Ameri
27,700$3.8M0.61%
58
BERYEURBerry Global Group Inc
57,000$3.7M0.61%
59
EXPEagle Materials Inc.
26,100$3.7M0.61%
60
HUBBHubbell Incorporated Class B
19,700$3.7M0.60%
61
ALGAlamo Group Inc.
24,000$3.7M0.60%
62
JBHTJ.B. Hunt Transport Services I
22,054$3.6M0.59%
63
SAICScience Applications Internati
39,900$3.5M0.57%
64
ELVANTHEM INC
9,100$3.5M0.57%
65
MTORMERITOR INC
148,000$3.5M0.57%
66
EVRGEvergy Inc.
56,500$3.4M0.56%
67
GGenpact Limited
74,000$3.4M0.55%
68
WMSAdvanced Drainage Systems Inc.
28,700$3.3M0.55%
69
GPCGenuine Parts Company
25,900$3.3M0.53%
70
PRUPrudential Financial Inc.
31,500$3.2M0.53%
71
CMICummins Inc.
13,125$3.2M0.52%
72
MLMMARTIN MARIETTA MATLS INC
9,000$3.2M0.52%
73
MDC1USDM D C HLDGS INC
61,776$3.1M0.51%
74
LHXL3Harris Technologies Inc
14,272$3.1M0.50%
75
GSGOLDMAN SACHS GROUP INC
8,115$3.1M0.50%
76
JBLJabil Inc.
52,400$3.0M0.50%
77
GWWW.W. Grainger Inc.
6,500$2.8M0.46%
78
WHRWHIRLPOOL CORP
13,000$2.8M0.46%
79
QCOMQUALCOMM Incorporated
19,800$2.8M0.46%
80
SJNKSPDR Bloomberg Barclays Short
100,000$2.8M0.45%
81
MDUMDU Resources Group Inc.
85,000$2.7M0.43%
82
NXSTNEXSTAR MEDIA GROUP INC CL A
18,000$2.7M0.43%
83
BAHBOOZ ALLEN HAMILTON HLDG CORP
31,000$2.6M0.43%
84
TXNTexas Instruments Incorporated
13,500$2.6M0.42%
85
LMTLockheed Martin Corporation
6,800$2.6M0.42%
86
PHMPULTE GROUP INC
46,900$2.6M0.42%
87
Neenah Inc
50,700$2.5M0.42%
88
SAIASaia Inc.
12,000$2.5M0.41%
89
PRIMPrimoris Services Corporation
85,000$2.5M0.41%
90
MMSMAXIMUS Inc.
28,300$2.5M0.41%
91
AVGOBROADCOM INC
5,188$2.5M0.40%
92
EMNEastman Chemical Company
21,100$2.5M0.40%
93
VFCV.F. Corporation
30,000$2.5M0.40%
94
FASTFastenal Company
47,000$2.4M0.40%
95
GRBKGreen Brick Partners Inc.
106,008$2.4M0.39%
96
CICigna Corporation
10,100$2.4M0.39%
97
XELXcel Energy Inc.
35,800$2.4M0.38%
98
LEGLeggett andl Platt Incorporate
45,400$2.4M0.38%
99
AXPAMERICAN EXPRESS CO
14,200$2.3M0.38%
100
W3UWestern Union Company
100,900$2.3M0.38%
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