CIK: 0001749585
Total reported value
$44.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRNS | Transcat INC | Stock-Other | 38.89% | -10.61% | — | |
| 2 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 17.76% | — | +6.67% | |
| 3 | ENOV | Enovis CORP | Stock-Other | 13.15% | — | +25.00% | |
| 4 | HEI-A | Heico Corp-class A | Stock-Other | 10.47% | -17.08% | -20.00% | |
| 5 | OTIS | Otis Worldwide CORP | Stock-Industrials | 7.29% | — | -50.00% | |
| 6 | NOMD | Nomad Foods Limited | Stock-Other | 6.49% | — | -20.00% | |
| 7 | TYL | Tyler Technologies INC | Stock-Tech | 5.95% | — | — |