| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 12/15/2023 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 17 -10.53% |
| of those in investment advisory functions | 8 |
| Registration | SEC, Approved, 4/2/1990 |
| AUM* | 3,071,521,476 3.16% |
| of that, discretionary | 3,071,521,476 3.16% |
| Private Fund GAV* | 0 |
| Avg Account Size | 180,677,734 3.16% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 415 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker002896207 | Stock NameAbercrombie & Fitch Co | $ Position$80,288,610 | % Position3.00% | $ Change-10.00% | # Change14.00% |
| Stck Ticker144285103 | Stock NameCarpenter Technology Corp | $ Position$78,800,604 | % Position3.00% | $ Change66.00% | # Change14.00% |
| Stck Ticker29084Q100 | Stock NameEMCOR Group Inc | $ Position$78,743,937 | % Position3.00% | $ Change34.00% | # Change14.00% |
| Stck Ticker607828100 | Stock NameModine Manufacturing Co | $ Position$95,622,079 | % Position3.00% | $ Change51.00% | # Change14.00% |
| Stck Ticker85208M102 | Stock NameSprouts Farmers Market Inc | $ Position$101,168,683 | % Position3.00% | $ Change50.00% | # Change14.00% |
| Stck Ticker70202L102 | Stock NameParsons Corp | $ Position$61,233,408 | % Position2.00% | $ Change45.00% | # Change14.00% |
| Stck Ticker50155Q100 | Stock NameKyndryl Holdings Inc | $ Position$49,342,656 | % Position2.00% | $ Change0.00% | # Change14.00% |
| Stck Ticker859241101 | Stock NameSterling Infrastructure Inc | $ Position$64,490,394 | % Position2.00% | $ Change40.00% | # Change14.00% |
| Stck Ticker398905109 | Stock NameGroup 1 Automotive Inc | $ Position$47,496,960 | % Position2.00% | $ Change47.00% | # Change14.00% |
| Stck Ticker364760108 | Stock NameGap Inc/The | $ Position$76,850,865 | % Position2.00% | $ Change5.00% | # Change14.00% |