Follow-The-Filings

Cross-manager

Summary

133 of 137 filed constant set 132 2024 Q1 → 2024 Q2 dollar-sum holdings as of 30 Jun 2024 as of today

grid activity managers

2024 Q2

133 of 137 filed

sectors · dollar-sum

?

Quarter-aligned featured master book. Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

mapped 96.0%
include sector mix
Communication Services 9.1%
Consumer Discretionary 9.2%
Consumer Staples 5.5%
Energy 6.3%
Financials 22.2%
Health Care 10.2%
Industrials 9.5%
Information Technology 23.6%
Materials 1.9%
Real Estate 1.5%
Utilities 1.0%

96.0% of full AUM is mapped unmapped 2.3% all names

2024 Q1 → 2024 Q2 up down

1 new in 2024 Q2

excluded from Δ: Altarock Partners.

sector 2024 Q1 2024 Q2 Δ $ 2024 Q2
Communication Services 8.5% 9.1% +0.56% $119.8B
Consumer Discretionary 8.7% 9.2% +0.53% $120.7B
Consumer Staples 5.7% 5.5% −0.14% $72.8B
Energy 6.2% 6.3% +0.11% $82.4B
Financials 21.7% 22.2% +0.48% $292.3B
Health Care 10.0% 10.2% +0.18% $134.3B
Industrials 9.1% 9.5% +0.40% $125B
Information Technology 25.8% 23.6% −2.20% $310B
Materials 1.9% 1.9% −0.00% $24.4B
Real Estate 1.6% 1.5% −0.07% $19.7B
Utilities 0.90% 1.0% +0.15% $13.7B
?

Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Names lead with |Δ|. Among owners is holders only. Dollars across the constant set. GOOG / GOOGL is one name; holders stay per class. Add/Reduce on a grouped row is —. Check sectors to mix names.

Health Care · 339 shown · 133 of 137 filed · dollar-sum

ticker issuer owners weight among owners Δ weight new add reduce exit
HUM Humana, Inc.
11
0.31% 1.8% +0.18% 3 4 3 2
UNH Unitedhealth Group Inc.
29
0.78% 2.4% +0.14% 5 9 13 2
CI The Cigna Group
11
0.51% 2.6% −0.13% 1 2 6 0
CVS Cvs Health Corp.
14
0.41% 2.3% +0.10% 2 10 2 2
DHR Danaher Corporation
16
0.10% 1.9% −0.08% 0 4 5 3
TMO Thermo Fisher Scientific Inc.
14
0.23% 1.7% −0.07% 0 5 7 3
SOLV Solventum Corporation
8
0.05% 1.4% +0.05% 7 1 0 0
ELV Elevance Health Inc.
14
0.43% 3.6% +0.04% 0 3 9 0
ALGN Align Technology Inc.
5
<0.01% 0.28% −0.03% 1 1 3 1
ALNY Alnylam Pharmaceuticals, Inc.
4
0.07% 2.0% +0.03% 0 — — 1
CNC Centene Corp. Del
6
0.16% 1.7% +0.03% 1 1 3 0
GEHC Ge Healthcare Technologies, Inc.
9
0.16% 1.9% −0.03% 1 3 3 0
BAX Baxter Intl Inc.
8
0.17% 1.2% −0.02% 0 5 3 1
NTRA Natera Inc.
8
0.07% 2.0% +0.02% 0 6 1 0
DVA Davita Inc.
4
0.37% 0.59% +0.02% 0 2 1 0
REGN Regeneron Pharmaceuticals, Inc.
6
0.18% 1.4% +0.02% 0 0 5 1
IQV Iqvia Hldgs Inc.
6
0.24% 1.9% −0.02% 0 4 0 1
LLY Eli Lilly & Co.
10
0.15% 1.2% +0.02% 0 3 6 3
ZBH Zimmer Biomet Holdings, Inc.
8
0.14% 1.00% −0.02% 0 5 3 0
BMY Bristol-Myers Squibb Co.
11
0.10% 1.2% −0.02% 2 3 4 1
INSM Insmed Inc.
6
0.02% 3.1% +0.01% 5 0 1 0
BHC Bausch Health Companies Inc.
6
0.03% 2.7% −0.01% 2 0 1 1
WAT Waters Corp.
3
0.10% 2.6% −0.01% 0 1 2 0
ABT Abbott Labs
8
0.14% 0.77% −0.01% 0 1 4 1
ZTS Zoetis Inc.
8
0.15% 1.4% +0.01% 0 2 5 1
NVS Novartis AG
6
0.10% 0.36% +0.01% 0 2 3 0
IDXX Idexx Laboratories Inc.
4
0.17% 2.0% −0.01% 1 0 3 1
GSK Gsk PLC
6
0.20% 2.2% −0.01% 0 — — 0
BIO Bio Rad Labs Inc.
5
0.02% 1.0% +0.01% 0 4 1 0
RVMD Revolution Medicines Inc.
4
0.03% 1.9% +0.01% 0 2 0 0
AVTR Avantor, Inc.
7
0.12% 1.2% −0.01% 1 3 3 0
MCK Mckesson Corp.
7
0.07% 4.2% −0.01% 0 0 5 2
BDX Becton Dickinson & Co.
7
0.05% 0.80% +0.01% 0 2 3 0
SNY Sanofi SA
7
0.28% 1.0% +0.01% 2 3 2 1
LH Labcorp Holdings Inc.
3
0.01% 1.2% +0.01% 3 0 0 0
MOH Molina Healthcare Inc.
2
0.01% 0.81% −0.01% 0 1 1 0
ISRG Intuitive Surgical Inc.
8
0.06% 0.95% −0.01% 1 1 5 0
A Agilent Technologies Inc.
6
0.07% 1.7% −0.01% 1 1 3 0
WST Western Alliance Bancorp
7
0.06% 2.7% −0.01% 0 — — 1
INCY Incyte Corp.
3
0.07% 0.71% +0.01% 1 0 2 0
INSP Inspire Med Sys Inc.
2
<0.01% 0.11% −0.01% 0 2 0 1
CRL Charles Riv Labs Intl Inc.
5
0.03% 1.8% −0.01% 0 2 3 0
HCA Hca Healthcare Inc.
11
0.44% 2.7% +0.01% 0 3 3 0
NVAX Novavax Inc.
3
0.01% 8.9% +0.01% 0 2 1 0
PODD Insulet Corp.
2
<0.01% 0.84% −0.01% 0 0 1 1
ITGR Integer Hldgs Corp.
2
0.01% 0.28% +0.01% 1 1 0 0
BSX Boston Scientific Corp.
7
0.04% 1.1% −0.01% 1 1 3 2
SYK Stryker Corp.
5
0.18% 2.6% −0.01% 0 1 2 1
MDT Medtronic PLC
10
0.24% 1.4% −0.01% 0 4 6 0
BBIO Bridgebio Pharma Inc.
1
0.05% 2.4% −0.01% 0 0 0 0
LNTH Lantheus Hldgs Inc.
3
0.02% 0.72% +0.01% 0 1 2 0
AGIO Agios Pharmaceuticals Inc.
1
0.02% 1.2% +0.01% 0 1 0 0
NVO Novo-Nordisk A S
10
0.12% 0.82% +0.01% 0 1 5 1
AMGN Amgen Inc.
8
<0.01% 0.38% +0.01% 1 2 3 0
MTD Mettler Toledo Ord
3
0.09% 1.6% +0.01% 0 0 3 1
TWST Twist Bioscience Corp.
2
0.02% 1.4% +0.01% 1 0 1 0
ELAN Elanco Animal Health, Inc.
2
0.09% 0.37% −0.01% 1 0 1 1
Masimo Masimo Corp.
4
0.01% 0.37% −0.01% 0 1 2 0
PFE Pfizer Inc.
12
0.05% 1.6% +0.01% 1 4 6 0
TEVA Teva Pharmaceutical Inds Ltd
8
0.02% 0.96% +0.01% 0 3 3 0
SGRY Surgery Partners Inc.
4
<0.01% 0.48% −0.01% 0 0 4 0
CRSP Crispr Therapeutics AG
3
0.03% 1.3% −0.01% 1 0 1 0
UHS Universal Hlth Svcs Inc.
4
0.08% 1.7% −0.01% 0 0 4 0
ACHC Acadia Healthcare Company In
4
0.03% 1.3% +0.01% 0 4 0 2
VEEV Veeva Sys Inc.
7
0.02% 0.46% −0.01% 2 3 2 1
MDGL Madrigal Pharmaceuticals Inc.
2
0.04% 19.2% +0.01% 0 1 0 1
ILMN Illumina Inc.
7
0.03% 2.4% +0.00% 0 6 0 1
FTRE Fortrea Hldgs Inc.
4
0.02% 1.8% +0.00% 1 3 0 0
SDGR Schrodinger Inc.
2
0.01% 0.35% −0.00% 0 0 1 1
DOCS Doximity Inc.
2
0.01% 0.72% +0.00% 0 1 1 1
ALC Alcon Inc.
1
0.04% 7.8% +0.00% 0 0 1 0
OSCR Oscar Health Inc.
5
0.03% 2.9% +0.00% 0 1 1 0
CDNA Caredx Inc.
3
<0.01% 0.30% +0.00% 0 1 2 0
BHVN Biohaven Ltd
4
<0.01% 0.71% +0.00% 1 3 0 0
JNJ Johnson & Johnson
15
0.07% 1.3% −0.00% 0 1 9 0
GERN Geron Corp.
1
<0.01% 0.34% +0.00% 0 1 0 0
CHE Chemed Corp. New
2
0.02% 1.2% −0.00% 0 0 1 0
ROIV Roivant Sciences Ltd
3
0.06% 1.8% +0.00% 0 1 2 0
PTGX Protagonist Therapeutics Inc.
2
0.02% 0.89% +0.00% 0 1 1 0
GILD Gilead Sciences, Inc.
5
0.17% 0.78% −0.00% 1 0 4 0
WGS Genedx Holdings Corp.
1
<0.01% 3.0% +0.00% 0 0 0 0
RGEN Repligen Corp.
2
<0.01% 0.03% −0.00% 1 0 1 0
BKD Brookdale Sr Living Inc.
2
<0.01% 0.48% −0.00% 0 1 1 1
BMRN Biomarin Pharmaceutical, Inc.
6
0.16% 2.6% +0.00% 0 2 3 0
UTHR United Therapeutics Corp.
5
0.01% 5.8% +0.00% 0 1 4 1
JAZZ Jazz Pharmaceuticals PLC
4
0.02% 5.2% +0.00% 0 3 1 1
IVVD Invivyd Inc.
2
<0.01% 0.13% −0.00% 1 0 0 0
LIVN Livanova PLC
1
<0.01% 1.7% −0.00% 0 0 1 0
ARVN Arvinas Inc.
2
<0.01% 3.4% −0.00% 0 2 0 0
OPCH Option Care Health Inc.
3
<0.01% 0.60% +0.00% 1 2 0 0
HROW Harrow Health Inc.
1
<0.01% 19.0% +0.00% 0 1 0 0
BEAM Beam Therapeutics Inc.
3
0.03% 0.82% −0.00% 0 1 1 1
CATX Perspective Therapeutics Inc.
2
<0.01% 0.92% +0.00% 2 0 0 0
MRK Merck
15
0.02% 1.4% −0.00% 0 2 9 0
EWTX Edgewise Therapeutics Inc.
3
<0.01% 1.2% −0.00% 0 0 3 0
FDMT 4D Molecular Therapeutics In
2
<0.01% 0.95% −0.00% 0 1 0 1
ALHC Alignment Healthcare Inc.
1
<0.01% 0.26% +0.00% 1 0 0 0
PCVX Vaxcyte Inc.
4
<0.01% 0.87% +0.00% 0 1 1 0
CRBU Caribou Biosciences Inc.
1
<0.01% 0.02% −0.00% 0 0 0 1
VKTX Viking Therapeutics Inc.
3
<0.01% 0.92% −0.00% 0 2 1 0
CRNX Crinetics Pharmaceuticals In
3
<0.01% 0.29% +0.00% 1 1 0 1
ABBV Abbvie Inc.
11
0.01% 0.55% −0.00% 0 6 2 1
ARGX Argenx Se
2
0.01% 0.71% +0.00% 1 0 1 1
CGEM Cullinan Therapeutics Inc.
1
<0.01% 1.2% +0.00% 1 0 0 0
VSTM Verastem Inc.
1
<0.01% 0.62% −0.00% 0 1 0 1
ADPT Adaptive Biotechnologies Cor
2
0.01% 0.39% +0.00% 0 1 0 0
NAMS Newamsterdam Pharma Company
3
0.01% 0.81% −0.00% 0 1 1 0
TFX Teleflex Incorporated
1
<0.01% 0.51% +0.00% 1 0 0 0
BIIB Biogen Inc.
5
0.01% 5.4% +0.00% 0 2 2 0
INBX Inhibrx Biosciences Inc.
1
<0.01% 0.10% +0.00% 1 0 0 0
OGN Organon & Company
2
<0.01% 4.6% +0.00% 0 1 1 0
QDEL Quidelortho Corp.
2
<0.01% 1.5% −0.00% 0 1 1 0
APGE Apogee Therapeutics Inc.
1
<0.01% 0.81% −0.00% 0 1 0 1
ORIC Oric Pharmaceuticals Inc.
2
<0.01% 0.08% −0.00% 1 0 0 1
COR Cencora Inc.
2
<0.01% 0.17% −0.00% 0 0 2 2
NRIX Nurix Therapeutics Inc.
4
<0.01% 0.62% +0.00% 2 0 1 0
BNTX Biontech Se-Adr
2
<0.01% 2.4% −0.00% 0 1 1 1
NVST Envista Holdings Corporation
3
0.03% 1.2% −0.00% 0 3 0 0
OCUL Ocular Therapeutix Inc.
1
<0.01% 8.3% −0.00% 0 0 1 1
RCKT Rocket Pharmaceuticals Inc.
4
<0.01% 0.72% −0.00% 0 3 1 0
RXRX Recursion Pharmaceuticals Inc.
1
0.02% 1.9% −0.00% 0 1 0 0
HIMS Hims & Hers Health Inc.
2
<0.01% 0.11% −0.00% 0 0 1 0
PBH Prestige Consumer Healthcare Inc.
3
0.01% 0.91% +0.00% 0 2 0 0
CGON Cg Oncology Inc.
1
<0.01% 1.7% −0.00% 0 0 1 0
PRME Prime Medicine Inc.
3
<0.01% 0.15% −0.00% 0 1 1 0
DXCM Dexcom Inc.
6
0.02% 0.72% −0.00% 1 2 1 0
RPRX Royalty Pharma PLC
4
0.03% 1.5% −0.00% 0 4 0 0
IOVA Iovance Biotherapeutics Inc.
3
<0.01% 1.2% −0.00% 0 1 0 0
XRAY Dentsply Sirona Inc.
2
0.02% 0.38% +0.00% 0 2 0 0
ARQT Arcutis Biotherapeutics Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
FMS Fresenius Medical Care AG
2
0.03% 0.57% +0.00% 0 0 1 0
NBIX Neurocrine Biosciences, Inc.
4
0.02% 1.5% +0.00% 0 2 1 0
CNTA Centessa Pharmaceuticals PLC
2
<0.01% 0.18% +0.00% 1 1 0 0
CERT Certara Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
FOLD Amicus Therapeutics Inc.
2
<0.01% 5.2% −0.00% 0 0 1 0
WAY Waystar Hldg Corp.
3
<0.01% 0.09% +0.00% 3 0 0 0
BTSG Brightspring Health Svcs Inc.
1
<0.01% <0.01% −0.00% 0 0 0 2
IMVT Immunovant Inc.
6
<0.01% 0.31% +0.00% 1 3 1 0
DGX Quest Diagnostics Inc.
6
0.03% 0.89% +0.00% 0 2 2 0
ICLR Icon PLC
4
0.06% 0.88% −0.00% 0 2 2 0
CNTX Context Therapeutics Inc.
1
<0.01% 0.63% +0.00% 1 0 0 1
ACAD Acadia Pharmaceuticals Inc.
1
<0.01% 4.6% −0.00% 0 1 0 1
PRVA Privia Health Group Inc.
4
0.01% 0.60% −0.00% 0 1 1 0
TALK Talkspace Inc.
2
<0.01% 0.90% −0.00% 0 0 2 0
CAH Cardinal Health Inc.
8
0.03% 1.7% −0.00% 1 4 1 0
PGNY Progyny Inc.
2
<0.01% 0.10% +0.00% 0 1 1 0
ESTA Establishment Labs Hldgs Inc.
2
<0.01% 0.54% +0.00% 0 2 0 0
TECH Bio Techne Corp.
5
0.04% 0.62% +0.00% 1 0 3 0
EXEL Exelixis Inc.
3
0.05% 6.7% +0.00% 0 3 0 1
SNDX Syndax Pharmaceuticals Inc.
4
<0.01% 1.8% +0.00% 0 1 1 0
GUTS Fractyl Health Inc.
1
<0.01% 0.34% −0.00% 0 0 0 0
URGN Urogen Pharma Ltd
4
<0.01% 0.88% +0.00% 1 2 0 0
PHVS Pharvaris N V
1
<0.01% 0.26% −0.00% 0 0 0 0
ZLAB Zai Lab Ltd
2
<0.01% 0.11% +0.00% 0 1 1 0
ENTA Enanta Pharmaceuticals Inc.
2
<0.01% 3.8% −0.00% 0 1 0 0
CRBP Corbus Pharmaceuticals Hldgs
1
<0.01% 0.41% +0.00% 1 0 0 0
STXS Stereotaxis Inc.
1
<0.01% 5.9% −0.00% 0 0 0 0
RDNT Radnet Inc.
2
<0.01% <0.01% −0.00% 0 1 1 1
GPCR Structure Therapeutics Inc.
3
<0.01% 0.63% +0.00% 2 1 0 0
GKOS Glaukos Corp.
3
<0.01% 0.38% +0.00% 1 0 0 1
USNA Usana Health Sciences Inc.
1
<0.01% 0.16% +0.00% 0 1 0 0
COO Cooper Cos Inc.
2
<0.01% 0.22% −0.00% 0 1 1 0
MYGN Myriad Genetics Inc.
1
<0.01% 1.8% −0.00% 0 0 1 0
DYN Dyne Therapeutics Inc.
2
<0.01% 1.2% +0.00% 1 1 0 0
BRKR Bruker Corp.
0
<0.01% — −0.00% 0 0 0 1
HQY Healthequity Inc.
2
<0.01% 0.10% +0.00% 0 0 0 0
GRAL Grail Inc.
3
<0.01% 0.10% +0.00% 3 0 0 0
TECX Tectonic Therapeutic Inc.
1
<0.01% 0.03% +0.00% 1 0 0 0
ATRC Atricure Inc.
1
<0.01% 3.5% +0.00% 0 1 0 0
CABA Cabaletta Bio Inc.
0
<0.01% — −0.00% 0 0 0 1
THC Tenet Healthcare Corp.
9
0.07% 2.8% +0.00% 2 1 5 0
COLL Collegium Pharmaceutical Inc.
3
<0.01% 0.40% −0.00% 0 2 1 0
Perrigo Perrigo Company PLC
2
<0.01% 1.0% −0.00% 1 1 0 0
COGT Cogent Biosciences Inc.
2
<0.01% 0.19% +0.00% 0 1 1 0
ARCT Arcturus Therapeutics Holdings
1
<0.01% 0.42% −0.00% 0 1 0 0
GH Guardant Health Inc.
1
<0.01% 0.12% +0.00% 0 1 0 0
CMPX Compass Therapeutics Inc.
1
<0.01% 0.03% −0.00% 0 0 0 1
TYRA Tyra Biosciences Inc.
1
<0.01% 0.25% +0.00% 1 0 0 0
SYRE Spyre Therapeutics Inc.
3
<0.01% 0.11% +0.00% 1 2 0 0
BTI British Amern Tob PLC
2
<0.01% 0.34% +0.00% 0 2 0 0
IONS Ionis Pharmaceuticals Inc.
5
0.02% 1.7% −0.00% 0 0 3 1
NMRA Neumora Therapeutics Inc.
1
<0.01% 0.75% −0.00% 0 0 0 0
SRTA Blade Air Mobility Inc.
1
<0.01% 0.20% +0.00% 0 1 0 0
IPSC Century Therapeutics Inc.
1
<0.01% 1.0% −0.00% 0 1 0 1
LQDA Liquidia Corporation
2
<0.01% 0.50% −0.00% 0 0 1 0
CYH Community Health Sys Inc. New
1
<0.01% <0.01% −0.00% 0 0 0 1
BLCO Bausch Plus Lomb Corp.
2
<0.01% 0.72% −0.00% 0 1 0 0
Catalyst Pharmaceutic… Catalyst Pharmaceuticals Inc.
1
<0.01% 2.3% −0.00% 0 0 1 0
MEDP Medpace Holdings Inc.
4
<0.01% 0.91% −0.00% 0 3 1 0
ADUS Addus Homecare Corp.
0
<0.01% — −0.00% 0 0 0 1
MRNA Moderna Inc.
3
0.01% 0.44% +0.00% 0 0 1 0
WVE Wave Life Sciences Ltd
2
<0.01% 0.40% −0.00% 1 0 1 0
HOLX Hologic, Inc.
3
<0.01% 1.5% +0.00% 0 1 1 0
CMPS Compass Pathways PLC
2
<0.01% 0.23% −0.00% 0 0 1 0
GRFS Grifols S A
3
<0.01% 0.04% +0.00% 1 0 0 0
ASND Ascendis Pharma A/S
2
<0.01% 1.4% −0.00% 0 1 1 1
PRTA Prothena Corp. PLC
1
<0.01% 4.0% −0.00% 0 1 0 0
NEOG Neogen Corp.
2
<0.01% 0.19% +0.00% 0 1 1 0
NUVL Nuvalent Inc.
1
<0.01% 1.0% +0.00% 1 0 0 0
NGNE Neurogene Inc.
2
<0.01% 0.61% +0.00% 1 1 0 0
Enhabit Enhabit Inc.
1
<0.01% 1.1% −0.00% 0 0 0 0
ALT Altimmune Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
COYA Coya Therapeutics Inc.
1
<0.01% 0.38% −0.00% 0 0 0 0
MLTX Moonlake Immunotherapeutics
0
<0.01% — −0.00% 0 0 0 1
AORT Artivion Inc.
1
<0.01% 0.03% +0.00% 0 1 0 0
VNDA Vanda Pharmaceuticals Inc.
2
<0.01% 0.86% +0.00% 1 0 0 0
BFLY Butterfly Network Inc.
2
<0.01% 0.11% −0.00% 0 0 1 0
EDIT Editas Medicine Inc.
2
<0.01% 0.08% +0.00% 1 0 0 0
TGTX Tg Therapeutics Inc.
1
<0.01% 9.3% +0.00% 0 0 0 1
ANTX An2 Therapeutics Inc.
0
<0.01% — −0.00% 0 0 0 1
CERS Cerus Corp.
1
<0.01% 0.31% −0.00% 0 0 1 0
PGEN Precigen Inc.
1
<0.01% 1.5% +0.00% 0 1 0 1
CYTK Cytokinetics Inc.
5
<0.01% 1.7% −0.00% 1 1 0 1
MRVI Maravai Lifesciences Hldgs I
2
<0.01% 0.07% +0.00% 1 0 0 0
ANAB Anaptysbio Inc.
1
<0.01% 2.3% +0.00% 0 1 0 0
PEPG Pepgen Inc.
1
<0.01% 0.09% +0.00% 0 0 0 0
LXEO Lexeo Therapeutics Inc.
1
<0.01% 0.68% +0.00% 0 0 0 0
ZNTL Zentalis Pharmaceuticals Inc.
0
<0.01% — −0.00% 0 0 0 1
GMAB Genmab A/S
1
<0.01% <0.01% −0.00% 0 1 0 1
ARAY Accuray Inc.
1
<0.01% 0.53% −0.00% 0 0 0 1
PRAX Praxis Precision Medicines I
0
<0.01% — −0.00% 0 0 0 1
NVCR Novocure Ltd
2
<0.01% 0.58% +0.00% 0 0 0 0
ALVO Alvotech SA
1
<0.01% 0.49% −0.00% 0 0 1 0
RLMD Relmada Therapeutics Inc.
3
<0.01% 0.22% −0.00% 0 0 1 0
AVAH Aveanna Healthcare Hldgs
1
<0.01% 9.2% +0.00% 0 0 0 0
INDV Indivior PLC
1
<0.01% 1.1% +0.00% 0 1 0 0
AVBP Arrivent Biopharma Inc.
0
<0.01% — −0.00% 0 0 0 1
ENOV Enovis Corporation
2
<0.01% 0.04% −0.00% 0 2 0 1
NUVB Nuvation Bio Inc.
3
<0.01% 0.16% −0.00% 0 0 0 0
HSTM Healthstream Inc.
1
<0.01% 0.03% +0.00% 0 1 0 0
AXSM Axsome Therapeutics Inc.
3
<0.01% 0.48% −0.00% 0 1 1 0
IDYA Ideaya Biosciences Inc.
2
<0.01% 2.6% +0.00% 0 1 1 1
RARE Ultragenyx Pharmaceutical In
2
<0.01% 0.85% −0.00% 0 1 0 0
Select Med Select Med Hldgs Corp.
1
<0.01% 0.02% +0.00% 0 1 0 0
VYGR Voyager Therapeutics Inc.
1
<0.01% 0.09% −0.00% 0 0 0 0
TRVI Trevi Therapeutics Inc.
2
<0.01% 0.93% −0.00% 0 0 0 0
PNTG Pennant Group Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
EOLS Evolus Inc.
1
<0.01% 0.17% −0.00% 0 1 0 0
IBIO Ibio Inc.
1
<0.01% 0.18% −0.00% 0 0 1 0
DMAC Diamedica Therapeutics Inc.
1
<0.01% 0.17% +0.00% 0 1 0 0
HSIC Henry Schein Inc.
2
<0.01% 0.60% −0.00% 1 0 0 0
ALKS Alkermes PLC
4
<0.01% 1.2% +0.00% 1 0 0 0
PRCT Procept Biorobotics Corp.
1
<0.01% 0.20% −0.00% 0 0 1 0
DNTH Dianthus Therapeutics Inc.
1
<0.01% 3.2% −0.00% 0 1 0 0
Nano-X Imaging Nano-X Imaging Ltd
1
<0.01% 0.02% −0.00% 0 0 1 0
VRTX Vertex Pharmaceuticals Inc.
4
<0.01% 0.62% +0.00% 0 0 3 0
KOD Kodiak Sciences Inc.
0
<0.01% — −0.00% 0 0 0 1
MIRM Mirum Pharmaceuticals Inc.
2
<0.01% 0.66% −0.00% 0 0 1 0
TAK Takeda Pharmaceutical Co. Ltd
1
<0.01% 0.48% −0.00% 0 0 1 0
ALLO Allogene Therapeutics Inc.
2
<0.01% 0.17% +0.00% 1 0 0 0
LRMR Larimar Therapeutics Inc.
1
<0.01% 1.1% −0.00% 0 0 1 1
ANGO Angiodynamics Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
GANX Gain Therapeutics Inc.
1
<0.01% 0.04% −0.00% 0 0 0 0
ANRO Alto Neuroscience Inc.
1
<0.01% 0.31% +0.00% 0 1 0 0
PSNL Personalis Inc.
1
<0.01% 0.07% −0.00% 0 1 0 0
BCYC Bicycle Therapeutics PLC
3
<0.01% 0.24% −0.00% 0 0 0 0
IRWD Ironwood Pharmaceuticals Inc.
2
<0.01% <0.01% −0.00% 0 1 0 0
VCYT Veracyte Inc.
3
0.01% 0.52% +0.00% 0 1 1 0
ATEC Alphatec Hldgs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
ALEC Alector Inc.
1
<0.01% 0.99% −0.00% 0 0 0 0
STOK Stoke Therapeutics Inc.
2
<0.01% 0.43% +0.00% 0 1 0 0
Compugen Compugen Ltd
3
<0.01% 0.07% −0.00% 0 2 0 0
DNLI Denali Therapeutics Inc.
0
<0.01% — −0.00% 0 0 0 1
BCRX Biocryst Pharmaceuticals Inc.
1
<0.01% 1.0% +0.00% 0 0 1 0
RAPP Rapport Therapeutics Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
AMLX Amylyx Pharmaceuticals Inc.
1
<0.01% 0.01% −0.00% 0 0 0 0
ANIP Ani Pharmaceuticals Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
HALO Halozyme Therapeutics
1
<0.01% 0.40% +0.00% 0 0 1 0
PHG Koninklijke Philips NV
2
<0.01% 0.44% +0.00% 0 0 2 0
ETON Eton Pharmaceuticals Inc.
1
<0.01% 1.8% −0.00% 0 0 1 0
PHAT Phathom Pharmaceuticals Inc.
1
<0.01% 0.71% −0.00% 0 0 1 0
ABSI Absci Corp.
1
<0.01% 0.15% −0.00% 0 1 0 0
ADCT Adc Therapeutics SA
1
<0.01% 0.15% +0.00% 1 0 0 0
AQST Aquestive Therapeutics Inc.
1
<0.01% 0.33% −0.00% 0 1 0 0
FULC Fulcrum Therapeutics Inc.
1
<0.01% 0.40% +0.00% 0 1 0 0
LFCR Lifecore Biomedical Inc.
1
<0.01% 5.3% +0.00% 0 1 0 0
TERN Terns Pharmaceuticals Inc.
1
<0.01% 0.14% +0.00% 1 0 0 0
CRMD Cormedix Inc.
1
<0.01% 0.04% +0.00% 0 0 0 0
HAE Haemonetics Corp. Mass
0
<0.01% — −0.00% 0 0 0 1
EMBC Embecta Corp.
2
<0.01% 0.17% −0.00% 0 0 2 0
PRQR Proqr Therapeutics N V
1
<0.01% 0.36% −0.00% 0 0 0 0
Kalvista Pharmaceutic… Kalvista Pharmaceuticals Inc.
1
<0.01% 2.3% +0.00% 0 0 0 0
TNDM Tandem Diabetes Care Inc.
1
<0.01% 2.0% −0.00% 0 0 1 0
LFST Lifestance Health Group Inc.
1
<0.01% 0.50% +0.00% 0 1 0 0
KURA Kura Oncology Inc.
1
<0.01% 2.1% +0.00% 0 1 0 0
ABCL Abcellera Biologics Inc.
1
<0.01% 0.14% +0.00% 1 0 0 1
Inmode Inmode Ltd
1
<0.01% 0.02% +0.00% 0 1 0 0
TSHA Taysha Gene Therapies Inc.
1
<0.01% 0.21% −0.00% 0 0 0 0
IART Integra Lifesciences Hldgs
1
<0.01% 0.59% −0.00% 0 1 0 1
AXGN Axogen Inc.
2
<0.01% 0.81% −0.00% 0 0 0 0
OSUR Orasure Technologies Inc.
1
<0.01% 0.16% −0.00% 0 0 0 1
INFU Infusystem Hldgs Inc.
1
<0.01% 0.01% −0.00% 0 1 0 0
RMD Resmed Inc.
0
<0.01% — −0.00% 0 0 0 1
VTRS Viatris Inc.
5
0.06% 2.6% +0.00% 0 3 1 0
BWAY Brainsway Ltd
1
<0.01% 0.43% +0.00% 0 0 0 0
APRE Aprea Therapeutics Inc.
1
<0.01% 0.13% −0.00% 0 0 0 0
AMN Amn Healthcare Svcs Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
DCGO Docgo Inc.
1
<0.01% 0.04% +0.00% 1 0 0 0
TMDX Transmedics Group Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
MLYS Mineralys Therapeutics Inc.
1
<0.01% 0.33% +0.00% 0 1 0 0
RCUS Arcus Biosciences Inc.
1
<0.01% 0.92% −0.00% 0 1 0 0
SPRY Ars Pharmaceuticals Inc.
1
<0.01% 0.49% −0.00% 0 0 0 0
BOLD Boundless Bio Inc.
0
<0.01% — −0.00% 0 0 0 1
EHC Encompass Health Corp.
2
<0.01% 0.03% +0.00% 0 0 1 0
DSGN Design Therapeutics Inc.
1
<0.01% 0.16% +0.00% 0 1 0 0
LZAGY Lonza Group Adr
1
<0.01% 0.89% −0.00% 0 1 0 0
GMED Globus Med Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
FHTX Foghorn Therapeutics Inc.
1
<0.01% 0.06% +0.00% 1 0 0 0
XOMA Xoma Corp. Del
1
<0.01% 1.4% +0.00% 0 0 0 0
LKFT Galapagos NV
2
<0.01% 0.53% +0.00% 0 1 0 0
CGC Canopy Growth Corp.
1
<0.01% <0.01% +0.00% 1 0 0 0
ACRV Acrivon Therapeutics Inc.
1
<0.01% 0.17% −0.00% 0 0 1 0
XENE Xenon Pharmaceuticals Inc.
3
<0.01% 1.3% −0.00% 0 1 0 0
ENSG Ensign Group Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
EW Edwards Lifesciences Corp.
3
<0.01% 2.2% −0.00% 0 3 0 2
AHCO Adapthealth Corp.
2
<0.01% 0.12% −0.00% 0 1 1 0
LTRN Lantern Pharma Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
INGN Inogen Inc.
1
<0.01% 0.41% +0.00% 0 0 0 0
TVTX Travere Therapeutics Inc.
1
<0.01% 0.11% +0.00% 0 0 0 0
AUTL Autolus Therapeutics PLC
1
<0.01% 0.29% −0.00% 0 1 0 0
SUPN Supernus Pharmaceuticals, Inc.
1
<0.01% 0.87% −0.00% 0 1 0 0
RDY Dr Reddy's Laboratories Ltd
1
<0.01% 0.22% +0.00% 0 0 1 0
CCCC C4 Therapeutics Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
VCEL Vericel Corp.
1
<0.01% 0.01% −0.00% 0 0 0 0
Esperion Therapeutics Esperion Therapeutics Inc. Ne
1
<0.01% 0.01% −0.00% 0 0 0 0
XERS Xeris Biopharma Holdings Inc.
1
<0.01% 0.03% +0.00% 0 1 0 0
IRTC Irhythm Technologies Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
RFL Rafael Holding
1
<0.01% 0.07% −0.00% 0 0 1 0
ALDX Aldeyra Therapeutics Inc.
1
<0.01% 0.09% +0.00% 0 0 0 0
CVRX Cvrx Inc.
1
<0.01% 0.02% −0.00% 0 1 0 0
MMSI Merit Med Sys Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
ACRS Aclaris Therapeutics Inc.
1
<0.01% 0.07% −0.00% 0 0 0 0
APYX Apyx Med Corp.
1
<0.01% 0.01% +0.00% 0 0 0 0
RYTM Rhythm Pharmaceuticals Inc.
1
<0.01% 4.8% +0.00% 0 0 0 0
KRYS Krystal Biotech Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
SHC Sotera Health Co.
5
0.01% 1.5% +0.00% 1 0 2 0
REPL Replimune Group Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
ARDX Ardelyx Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
GALT Galectin Therapeutics Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0