CIK: 0001749585
Total reported value
$44.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRNS | Transcat INC | Stock-Other | 26.75% | -10.61% | -2.17% | |
| 2 | OTIS | Otis Worldwide CORP | Stock-Industrials | 14.79% | — | — | |
| 3 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 12.90% | — | — | |
| 4 | ENOV | Enovis CORP | Stock-Other | 11.51% | — | — | |
| 5 | HEI-A | Heico Corp-class A | Stock-Other | 11.03% | -17.08% | +17.65% | |
| 6 | NOMD | Nomad Foods Limited | Stock-Other | 10.46% | — | -16.67% | |
| 7 | FRG1USD | Franchise Group INC | Stock-Other | 7.34% | — | — | |
| 8 | TYL | Tyler Technologies INC | Stock-Tech | 5.22% | — | — |