Informed Momentum Co LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$610.6M

Holdings

292

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
101
BEBloom Energy Corp
74,149$2.1M0.35%
102
FATEFate Therapeutics Inc
23,209$2.1M0.35%
103
NOVAQSunnova Energy International Inc
46,659$2.1M0.34%
104
FIVEFive Below Inc
12,036$2.1M0.34%
105
APLSApellis Pharmaceuticals Inc
36,677$2.1M0.34%
106
LTHM1EURLivent Corp
111,187$2.1M0.34%
107
CLFCleveland-Cliffs Inc
142,647$2.1M0.34%
108
CLNEClean Energy Fuels Corp
263,973$2.1M0.34%
109
VRTSVirtus Investment Partners Inc
9,416$2.0M0.33%
110
HASIHannon Armstrong Sustainable Infrastruct
32,171$2.0M0.33%
111
GMEDGlobus Medical Inc
31,233$2.0M0.33%
112
FUODolby Laboratories Inc
20,933$2.0M0.33%
113
ACHCAcadia Healthcare Co Inc
40,446$2.0M0.33%
114
AM6Amicus Therapeutics Inc
87,882$2.0M0.33%
115
BCOVUSDBrightcove Inc
110,247$2.0M0.33%
116
SIBNSI-BONE Inc
67,379$2.0M0.33%
117
SWAVUSDShockwave Medical Inc
19,397$2.0M0.33%
118
AMBAAmbarella Inc
21,776$2.0M0.33%
119
QTRXQuanterix Corp
42,999$2.0M0.33%
120
TTECTTEC Holdings Inc
27,357$2.0M0.33%
121
ALLKGUSDAllakos Inc
14,191$2.0M0.33%
122
AGCOAGCO Corp
19,269$2.0M0.33%
123
MATXMatson Inc
34,589$2.0M0.32%
124
MATMattel Inc
112,648$2.0M0.32%
125
TRTN-PATriton International Ltd/Bermuda
40,495$2.0M0.32%
126
BLDRBuilders FirstSource Inc
47,905$2.0M0.32%
127
SONOSonos Inc
82,727$1.9M0.32%
128
BEAMBeam Therapeutics Inc
23,642$1.9M0.32%
129
LNWOScientific Games Corp
46,298$1.9M0.31%
130
MEDMedifast Inc
9,780$1.9M0.31%
131
MKSIMKS Instruments Inc
12,697$1.9M0.31%
132
KURAKura Oncology Inc
58,409$1.9M0.31%
133
SMARGBPSmartsheet Inc
27,443$1.9M0.31%
134
BLFSBioLife Solutions Inc
47,636$1.9M0.31%
135
TKRTimken Co/The
24,470$1.9M0.31%
136
LOVEMistral Equity Partners
43,875$1.9M0.31%
137
UTZUtz Brands Inc
85,563$1.9M0.31%
138
AHCOAdaptHealth Corp
50,091$1.9M0.31%
139
AIMCUSDAltra Industrial Motion Corp
33,936$1.9M0.31%
140
PPHMEURAvid Bioservices Inc
162,614$1.9M0.31%
141
Lydall Inc
62,414$1.9M0.31%
142
QNSTQuinStreet Inc
87,043$1.9M0.31%
143
RG6Rogers Corp
11,982$1.9M0.30%
144
IESCTontine Associates LLC
40,390$1.9M0.30%
145
STROSutro Biopharma Inc
85,527$1.9M0.30%
146
RVLVRevolve Group Inc
59,349$1.9M0.30%
147
RRXRegal Beloit Corp
15,059$1.8M0.30%
148
PDPagerDuty Inc
44,336$1.8M0.30%
149
GPROGoPro Inc
222,326$1.8M0.30%
150
ADNTAdient PLC
52,910$1.8M0.30%
151
DARDarling Ingredients Inc
31,875$1.8M0.30%
152
HSKAEURHeska Corp
12,549$1.8M0.30%
153
INFNEURInfinera Corp
173,719$1.8M0.30%
154
G2CEveri Holdings Inc
130,934$1.8M0.30%
155
AMSCAmerican Superconductor Corp
76,895$1.8M0.29%
156
TLSTelos Corp
54,283$1.8M0.29%
157
S9QSpirit AeroSystems Holdings Inc
45,722$1.8M0.29%
158
PWRQuanta Services Inc
24,785$1.8M0.29%
159
KODKodiak Sciences Inc
12,143$1.8M0.29%
160
CSWCSW Industrials Inc
15,886$1.8M0.29%
161
CSTLCastle Biosciences Inc
26,357$1.8M0.29%
162
TCE2Celldex Therapeutics Inc
100,259$1.8M0.29%
163
STRLSterling Construction Co Inc
93,289$1.7M0.28%
164
Turning Point Therapeutics Inc
14,103$1.7M0.28%
165
SAIASaia Inc
9,488$1.7M0.28%
166
AAMIBrightsphere Investment Group Inc
88,978$1.7M0.28%
167
COWNEURCowen Inc
65,936$1.7M0.28%
168
RMBS*Rambus Inc
97,652$1.7M0.28%
169
ALXOALX Oncology Holdings Inc
19,645$1.7M0.28%
170
CLPTClearPoint Neuro Inc
105,928$1.7M0.28%
171
ADPTAdaptive Biotechnologies Corp
28,310$1.7M0.27%
172
ATSG*Air Transport Services Group Inc
53,222$1.7M0.27%
173
YETIYETI Holdings Inc
24,268$1.7M0.27%
174
FNDAres Management Corp
17,705$1.6M0.27%
175
ALKAlaska Air Group Inc
31,443$1.6M0.27%
176
RCKTRocket Pharmaceuticals Inc
29,645$1.6M0.27%
177
SFIXStitch Fix Inc
27,561$1.6M0.26%
178
TFINTriumph Bancorp Inc
33,150$1.6M0.26%
179
LOBLive Oak Bancshares Inc
33,785$1.6M0.26%
180
VUZIVuzix Corp
176,483$1.6M0.26%
181
WMSAdvanced Drainage Systems Inc
18,982$1.6M0.26%
182
SNDXSyndax Pharmaceuticals Inc
70,666$1.6M0.26%
183
NFENew Fortress Energy Inc
29,296$1.6M0.26%
184
MNKDMannKind Corp
499,125$1.6M0.26%
185
TRUPTrupanion Inc
12,947$1.6M0.25%
186
ORBCOMM Inc
207,039$1.5M0.25%
187
EBIXEUREbix Inc
40,020$1.5M0.25%
188
QAD Inc
23,972$1.5M0.25%
189
ARAntero Resources Corp
275,755$1.5M0.25%
190
IMVTRoivant Sciences Ltd
32,498$1.5M0.25%
191
Systemax Inc
41,707$1.5M0.25%
192
Affimed NV
255,948$1.5M0.24%
193
Textainer Group Holdings Ltd
77,613$1.5M0.24%
194
NEOGAMES SA
38,783$1.5M0.24%
195
MFS1EURWelbilt Inc
111,626$1.5M0.24%
196
Mohawk Group Holdings Inc
85,378$1.5M0.24%
197
CSSEQChicken Soup for the Soul Holdings LLC
73,298$1.5M0.24%
198
LADLithia Motors Inc
4,963$1.5M0.24%
199
NVMINova Measuring Instruments Ltd
20,475$1.4M0.24%
200
CAMTCamtek Ltd/Israel
65,726$1.4M0.24%
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