Informed Momentum Co LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$518.2B

Holdings

271

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
1
POWLPowell Industries Inc
73,333$6.1B1.17%
2
CBAYUSDCymabay Therapeutics Inc
381,564$5.7B1.10%
3
AEHRAehr Test Systems
111,417$5.1B0.98%
4
MDXGMiMedx Group Inc
664,213$4.8B0.93%
5
HDSNHudson Technologies Inc
343,732$4.6B0.88%
6
RXSTRxSight Inc
163,168$4.6B0.88%
7
AAOIApplied Optoelectronics Inc
405,239$4.4B0.86%
8
SLNOVivo Capital LLC
139,330$4.1B0.79%
9
GAMBGambling.com Group Ltd
313,997$4.1B0.79%
10
LMBLimbach Holdings Inc
126,710$4.0B0.78%
11
IMVTRoivant Sciences Ltd
102,520$3.9B0.76%
12
ARLOArlo Technologies Inc
381,151$3.9B0.76%
13
PETQEURPetIQ Inc
194,593$3.8B0.74%
14
NPKINewpark Resources Inc
542,587$3.7B0.72%
15
RCELAvita Medical Inc
249,192$3.6B0.70%
16
MODModine Manufacturing Co
79,449$3.6B0.70%
17
FTAIFTAI Aviation Ltd
102,027$3.6B0.70%
18
AMRAlpha Metallurgical Resources Inc
13,808$3.6B0.69%
19
CEIXEURCONSOL Energy Inc
33,425$3.5B0.68%
20
TTITETRA Technologies Inc
544,081$3.5B0.67%
21
ADMAADMA Biologics Inc
967,146$3.5B0.67%
22
RELYRemitly Global Inc
136,039$3.4B0.66%
23
OIIOceaneering International Inc
133,068$3.4B0.66%
24
HURNHuron Consulting Group Inc
31,162$3.2B0.63%
25
DMRCDigimarc Corp
97,592$3.2B0.61%
26
ANFAbercrombie & Fitch Co
55,559$3.1B0.60%
27
AROCArchrock Inc
246,903$3.1B0.60%
28
PLPCPreformed Line Products Co
19,053$3.1B0.60%
29
BBWBuild-A-Bear Workshop Inc
104,115$3.1B0.59%
30
OLMAOlema Pharmaceuticals Inc
243,290$3.0B0.58%
31
GPORGulfport Energy Corp
25,216$3.0B0.58%
32
LFMDLifeMD Inc
476,528$3.0B0.57%
33
TRNSTranscat Inc
30,230$3.0B0.57%
34
CRSCarpenter Technology Corp
43,787$2.9B0.57%
35
ONTOOnto Innovation Inc
22,892$2.9B0.56%
36
CECOCECO Environmental Corp
182,042$2.9B0.56%
37
COURCoursera Inc
154,627$2.9B0.56%
38
SXIStandex International Corp
19,608$2.9B0.55%
39
LYTSLSI Industries Inc
179,276$2.8B0.55%
40
SKYWSkyWest Inc
67,177$2.8B0.54%
41
COCOVita Coco Co Inc/The
107,838$2.8B0.54%
42
CRNXCrinetics Pharmaceuticals Inc
94,189$2.8B0.54%
43
FSLYFastly Inc
145,733$2.8B0.54%
44
TASTUSDCarrols Restaurant Group Inc
422,852$2.8B0.54%
45
STRLSterling Infrastructure Inc
37,680$2.8B0.53%
46
CDLXCardlytics Inc
167,142$2.8B0.53%
47
GRPNGroupon Inc
178,940$2.7B0.53%
48
CMPRCimpress PLC
38,846$2.7B0.52%
49
CWCOConsolidated Water Co Ltd
95,547$2.7B0.52%
50
EFREnergy Fuels Inc/Canada
329,498$2.7B0.52%
51
PRIMPrimoris Services Corp
82,700$2.7B0.52%
52
SKTTanger Factory Outlet Centers Inc
118,544$2.7B0.52%
53
ACMRACM Research Inc
147,188$2.7B0.51%
54
QTRXQuanterix Corp
97,677$2.7B0.51%
55
GSHDGoosehead Insurance Inc
35,558$2.7B0.51%
56
SKWDWestaim Corp/The
96,431$2.6B0.51%
57
EMEEMCOR Group Inc
12,470$2.6B0.51%
58
ICFIICF International Inc
21,690$2.6B0.51%
59
TDUPThredUp Inc
652,869$2.6B0.51%
60
DO1USDDiamond Offshore Drilling Inc
174,893$2.6B0.50%
61
AESIAtlas Energy Solutions Inc
115,112$2.6B0.49%
62
MYRGMYR Group Inc
18,975$2.6B0.49%
63
PARPAR Technology Corp
66,273$2.6B0.49%
64
WFRDWeatherford International PLC
27,911$2.5B0.49%
65
IESCTontine Associates LLC
38,181$2.5B0.49%
66
IMGNEURImmunoGen Inc
155,429$2.5B0.48%
67
VECOVeeco Instruments Inc
85,965$2.4B0.47%
68
FNFabrinet
14,441$2.4B0.46%
69
IRONDisc Medicine Inc
51,111$2.4B0.46%
70
URGNUroGen Pharma Ltd
170,523$2.4B0.46%
71
NMIHNMI Holdings Inc
87,857$2.4B0.46%
72
IDYAIdeaya Biosciences Inc
87,662$2.4B0.46%
73
TNGXTango Therapeutics Inc
209,401$2.4B0.46%
74
MTRXMatrix Service Co
198,000$2.3B0.45%
75
BBIOBridgebio Pharma Inc
88,167$2.3B0.45%
76
MAMAMama's Creations Inc
528,944$2.3B0.45%
77
ORNOrion Group Holdings Inc
430,127$2.3B0.44%
78
WW6WW International Inc
207,212$2.3B0.44%
79
U6ZUranium Energy Corp
444,018$2.3B0.44%
80
BHVNBiohaven Ltd
87,552$2.3B0.44%
81
ARCBArcBest Corp
22,369$2.3B0.44%
82
LEUCentrus Energy Corp
39,371$2.2B0.43%
83
HOVHovnanian Enterprises Inc
21,920$2.2B0.43%
84
CRDOCredo Technology Group Holding Ltd
145,658$2.2B0.43%
85
GPCRStructure Therapeutics Inc
43,978$2.2B0.43%
86
AITApplied Industrial Technologies Inc
14,307$2.2B0.43%
87
KNSAKiniksa Pharmaceuticals Ltd
124,438$2.2B0.42%
88
MLRMiller Industries Inc/TN
54,319$2.1B0.41%
89
OSISOSI Systems Inc
18,010$2.1B0.41%
90
UFPTUFP Technologies Inc
13,068$2.1B0.41%
91
VRTVertiv Holdings Co
56,552$2.1B0.41%
92
SSDSimpson Manufacturing Co Inc
14,005$2.1B0.40%
93
MTSIMACOM Technology Solutions Holdings Inc
25,659$2.1B0.40%
94
APPAppLovin Corp
52,340$2.1B0.40%
95
NENoble Holding Corp PLC
41,098$2.1B0.40%
96
TDWTidewater Inc
29,051$2.1B0.40%
97
HQYHealthEquity Inc
27,998$2.0B0.39%
98
ACLSAxcelis Technologies Inc
12,506$2.0B0.39%
99
IONQIonQ Inc
136,136$2.0B0.39%
100
OCOwens Corning
14,727$2.0B0.39%
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