Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VARONIS SYS INC(VRNS) | 495,694 | 382,088 | -113,606 | 10,643 | 16,032 | 10.13% | +5,390 |
| CERTARA INC(CERT) | 1,288,452 | 1,858,539 | +570,087 | 7,344 | 12,173 | 7.69% | +4,829 |
| TYLER TECHNOLOGIES INC(TYL) | 3,834 | 19,605 | +15,771 | 1,313 | 5,734 | 3.62% | +4,421 |
| SOUNDTHINKING INC | 972,302 | 1,114,648 | +142,346 | 6,437 | 10,088 | 6.38% | +3,651 |
| TRUPANION INC(TRUP) | 399,691 | 522,999 | +123,308 | 10,236 | 12,955 | 8.19% | +2,719 |
| MAGNITE INC(MGNI) | 855,904 | 674,451 | -181,453 | 10,168 | 12,801 | 8.09% | +2,633 |
| COGNEX CORP(CGNX) | 96,065 | 91,319 | -4,746 | 4,706 | 6,613 | 4.18% | +1,907 |
| POWERFLEET INC | 2,436,612 | 2,424,288 | -12,324 | 7,505 | 9,285 | 5.87% | +1,780 |
| ACI WORLDWIDE INC | 181,315 | 180,470 | -845 | 7,436 | 9,076 | 5.74% | +1,640 |
| CRYOPORT INC | 209,162 | 208,169 | -993 | 1,732 | 3,268 | 2.07% | +1,536 |
| TREX INC(TREX) | 0 | 28,962 | +28,962 | 0 | 1,449 | 0.92% | +1,449 |
| STRATASYS LTD | 926,799 | 947,970 | +21,171 | 7,238 | 8,115 | 5.13% | +876 |
| SIMULATIONS PLUS INC | 222,443 | 184,614 | -37,829 | 2,629 | 3,380 | 2.14% | +751 |
| ENERGY RECOVERY INC | 506,965 | 639,545 | +132,580 | 5,105 | 5,769 | 3.65% | +664 |
| NICE LTD(NICE) | 115,026 | 146,272 | +31,246 | 12,683 | 13,289 | 8.40% | +606 |
| HEXCEL CORP NEW(HXL) | 54,443 | 46,856 | -7,587 | 4,406 | 4,688 | 2.96% | +282 |
| COHERENT CORP(COHR) | 2,649 | 1,680 | -969 | 631 | 663 | 0.42% | +32 |
| SPDR SERIES TRUST ST STR BLO 1 ETF | 32,033 | 31,824 | -209 | 2,936 | 2,916 | 1.84% | -19 |
| TECHNIPFMC PLC(FTI) | 107,166 | 99,053 | -8,113 | 7,408 | 6,567 | 4.15% | -841 |
| BORGWARNER INC | 121,014 | 69,428 | -51,586 | 6,566 | 4,610 | 2.91% | -1,956 |
| TENNANT CO(TNC) | 171,553 | 99,878 | -71,675 | 11,391 | 8,743 | 5.53% | -2,648 |