Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HUMANA INC(HUM) | 117,766 | 138,217 | +20,451 | 52,657 | 67,245 | 44.80% | +14,589 |
| TIDEWATER INC(TDW) | 211,682 | 236,390 | +24,708 | 11,736 | 16,800 | 11.19% | +5,065 |
| T-MOBILE US INC(TMUS) | 70,110 | 96,610 | +26,500 | 9,738 | 13,530 | 9.01% | +3,792 |
| ELEVANCE HEALTH INC(ELV) | 60,870 | 62,870 | +2,000 | 27,044 | 27,375 | 18.24% | +331 |
| CENTENE CORP DEL(CNC) | 109,271 | 109,271 | 0 | 7,370 | 7,527 | 5.01% | +156 |
| TECK RESOURCES LTD-CLS B(TECK) | 136,413 | 136,413 | 0 | 5,743 | 5,878 | 3.92% | +135 |
| MOODYS CORP(MCO) | 36,128 | 37,128 | +1,000 | 12,562 | 11,739 | 7.82% | -824 |