| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | XILINX INC | 7,773,945 | 422,436,000 | 15.63% | ||
| 2 | BWX TECHNOLOGIES INC COM | 10,561,086 | 405,229,000 | 14.99% | ||
| 3 | INVESTORS BANCORP INC NEW | 29,732,428 | 357,086,000 | 13.21% | ||
| 4 | AGCO | 6,835,700 | 337,137,000 | 12.47% | ||
| 5 | RACKSPACE HOSTING INC | 10,469,305 | 331,772,000 | 12.28% | ||
| 6 | AVNET INC | 4,476,772 | 183,816,000 | 6.80% | ||
| 7 | ROWAN COMPANIES PLC SHS CL A | 9,992,812 | 151,491,000 | 5.61% | ||
| 8 | AKAMAI TECH | 2,558,433 | 135,571,000 | 5.02% | ||
| 9 | ALLSCRIPTS HEALTHCARE | 9,309,695 | 122,609,000 | 4.54% | ||
| 10 | F5 NETWORKS INC | 967,742 | 120,619,000 | 4.46% | ||
| 11 | FERROGLOBE PLC SHS | 7,226,831 | 65,258,000 | 2.41% | ||
| 12 | MEDNAX INC | 544,536 | 36,076,000 | 1.33% | ||
| 13 | BABCOCK & WILCOX ENTERPRIS INC COM | 1,084,391 | 17,892,000 | 0.66% | ||
| 14 | CHECK POINT SOFTWARE TECH LT | 202,001 | 15,677,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086334, filed 2016.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
