Managers

63 positions · as of December 31, 2017 · First Tr Exch Trd Fd Vi Dorsey Wright Focus 5 · Home Depot Incorporated · Johnson & Johnson

1 positions · as of September 30, 2026 · Warner Bros Discovery Inc

35 positions · as of December 31, 2025 · Alphabet Inc · Apple Inc · Nvidia Corporation

23 positions · as of September 30, 2014 · Rio Alto Mng Ltd New · Points Intl Ltd · Mag Silver Corp

25 positions · as of September 30, 2017 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

4 positions · as of September 30, 2022 · Twist Bioscience Corp · Selecta Biosciences Inc · Icosavax Inc

282 positions · as of June 30, 2026 · State Street SPDR Portfolio S&P 500 ETF · Ishares U.s. Equity Factor Rotation Active ETF · Ishares International Country Rotation Active ETF

1 positions · as of September 30, 2024 · Valens Semiconductor Ltd

3 positions · as of September 30, 2023 · Vaneck ETF Trust · Oric Pharmaceuticals Inc · Y-mabs Therapeutics Inc

4 positions · as of September 30, 2022 · Accolade, Inc. · Buzzfeed, Inc. · Liveperson, Inc.

1 positions · as of September 30, 2026 · Chime Finl Inc

22 positions · as of September 30, 2015 · Intel Corp · Vipshop Hldgs Lt · Seacor Holdings Inc

9 positions · as of September 30, 2016 · Syneron Medical Ltd · Aralez Pharmaceuticals Inc · Zeltiq Aesthetics Inc

3 positions · as of September 30, 2025 · Cambium Networks Corp · Cpi Card Group Inc · Liveperson Inc

18 positions · as of September 30, 2023 · SPDR S&P 500 ETF Tr · Intercontinental Exchange Ord · Marsh & Mclennan Cos Inc

16 positions · as of September 30, 2021 · SPDR S&P 500 ETF Tr Tr Unit · Ishares Tr Rus 1000 ETF · Vanguard Tax-managed Intl Fd Ftse Dev Mkt ETF

47 positions · as of June 30, 2020 · Microsoft Corp · Vanguard Whitehall Fds · Verizon Communications Inc

2 positions · as of September 30, 2022 · Affirm Hldgs Inc · Rumble Inc

7 positions · as of September 30, 2026 · Blackrock ETF Trust · Ishares Tr · SPDR Series Trust

1 positions · as of June 30, 2026 · Angiodynamics Inc

2 positions · as of June 30, 2026 · Ishares Usd Treasury Bond 1-3yr Ucits ETF · Ishares Usd Treasury Bond 3-7yr Ucits ETF

112 positions · as of September 30, 2024 · Ke Hldgs Inc · Qifu Technology Inc · Harmony Gold Mining Co Ltd

34 positions · as of March 31, 2022 · Vanguard Ftse Developed Markets ETF · SPDR Gold Shares · Ishares Core S&P Mid-cap

11 positions · as of September 30, 2019 · General Electric Co · Beyond Meat Inc · SPDR S And P 500 ETF Tr