MOODY ALDRICH PARTNERS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CIPHER DIGITAL INC(CIFR) | 0 | 295,672 | +295,672 | 0 | 7,243,964 | 1.30% | +7,243,964 |
| AMBIQ MICRO INC | 0 | 81,393 | +81,393 | 0 | 7,187,002 | 1.29% | +7,187,002 |
| SKYWORKS SOLUTIONS INC(SWKS) | 0 | 98,792 | +98,792 | 0 | 6,698,098 | 1.20% | +6,698,098 |
| LIGAND PHARMACEUTICALS INC(LGND) | 14,675 | 28,160 | +13,485 | 2,929,864 | 8,901,094 | 1.60% | +5,971,230 |
| ENERSYS(ENS) | 0 | 24,017 | +24,017 | 0 | 5,615,655 | 1.01% | +5,615,655 |
| GRAHAM CORP(GHM) | 0 | 38,132 | +38,132 | 0 | 4,720,360 | 0.85% | +4,720,360 |
| PLEXUS CORP(PLXS) | 0 | 15,205 | +15,205 | 0 | 4,571,687 | 0.82% | +4,571,687 |
| HERC HLDGS INC(HRI) | 0 | 31,030 | +31,030 | 0 | 4,447,840 | 0.80% | +4,447,840 |
| LXP INDUSTRIAL TRUST(LXP) | 0 | 80,655 | +80,655 | 0 | 4,345,691 | 0.78% | +4,345,691 |
| CREDICORP LTD(BAP) | 0 | 10,810 | +10,810 | 0 | 4,211,360 | 0.76% | +4,211,360 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 42,458 | +42,458 | 0 | 3,769,421 | 0.68% | +3,769,421 |
| VIAVI SOLUTIONS INC(VIAV) | 61,582 | 119,137 | +57,555 | 2,049,449 | 5,688,792 | 1.02% | +3,639,343 |
| CEVA INC(CEVA) | 0 | 76,186 | +76,186 | 0 | 3,592,932 | 0.65% | +3,592,932 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 0 | 86,587 | +86,587 | 0 | 3,536,213 | 0.64% | +3,536,213 |
| UMB FINL CORP(UMBF) | 0 | 23,298 | +23,298 | 0 | 3,326,022 | 0.60% | +3,326,022 |
| ERASCA INC(ERAS) | 0 | 177,939 | +177,939 | 0 | 3,259,842 | 0.59% | +3,259,842 |
| ORUKA THERAPEUTICS INC(ORKA) | 135,061 | 101,411 | -33,650 | 6,624,742 | 9,651,285 | 1.73% | +3,026,543 |
| CORE SCIENTIFIC INC NEW(CORZ) | 334,373 | 312,858 | -21,515 | 5,002,220 | 8,006,036 | 1.44% | +3,003,816 |
| BGC GROUP INC | 0 | 253,999 | +253,999 | 0 | 2,715,249 | 0.49% | +2,715,249 |
| RIOT PLATFORMS INC(RIOT) | 466,924 | 300,390 | -166,534 | 5,771,181 | 8,224,678 | 1.48% | +2,453,497 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 51,025 | +51,025 | 0 | 2,400,216 | 0.43% | +2,400,216 |
| CATHAY GEN BANCORP(CATY) | 81,799 | 104,425 | +22,626 | 4,078,498 | 6,473,306 | 1.16% | +2,394,808 |
| POWER INTEGRATIONS INC(POWI) | 0 | 28,119 | +28,119 | 0 | 2,355,247 | 0.42% | +2,355,247 |
| LOAR HOLDINGS INC(LOAR) | 53,297 | 65,974 | +12,677 | 3,053,385 | 5,318,164 | 0.96% | +2,264,779 |
| YETI HLDGS INC(YETI) | 0 | 44,219 | +44,219 | 0 | 2,191,494 | 0.39% | +2,191,494 |
| WERNER ENTERPRISES INC(WERN) | 72,140 | 95,875 | +23,735 | 2,121,637 | 4,181,109 | 0.75% | +2,059,472 |
| MAXLINEAR INC(MXL) | 223,701 | 45,661 | -178,040 | 3,890,160 | 5,845,978 | 1.05% | +1,955,818 |
| UNITED BANKSHARES INC WEST V(UBSI) | 108,618 | 138,493 | +29,875 | 4,498,958 | 6,347,134 | 1.14% | +1,848,176 |
| TERRENO RLTY CORP(TRNO) | 75,864 | 98,796 | +22,932 | 4,659,567 | 6,399,017 | 1.15% | +1,739,450 |
| BOOT BARN HLDGS INC | 11,453 | 20,224 | +8,771 | 1,676,261 | 3,322,196 | 0.60% | +1,645,935 |
| PROTAGONIST THERAPEUTICS INC | 53,893 | 59,601 | +5,708 | 5,680,322 | 7,305,891 | 1.31% | +1,625,569 |
| BIOAGE LABS INC(BIOA) | 0 | 47,491 | +47,491 | 0 | 1,164,004 | 0.21% | +1,164,004 |
| VIASAT INC(VSAT) | 0 | 12,927 | +12,927 | 0 | 1,160,974 | 0.21% | +1,160,974 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 0 | 21,200 | +21,200 | 0 | 1,140,136 | 0.20% | +1,140,136 |
| FIRST TRACKS BIOTHERAPEUTICS | 0 | 54,316 | +54,316 | 0 | 1,092,838 | 0.20% | +1,092,838 |
| NAVITAS SEMICONDUCTOR CORP(NVTS) | 0 | 59,921 | +59,921 | 0 | 1,073,784 | 0.19% | +1,073,784 |
| GENEDX HOLDINGS CORP(WGS) | 0 | 15,553 | +15,553 | 0 | 1,067,713 | 0.19% | +1,067,713 |
| ELEMENT SOLUTIONS INC(ESI) | 278,433 | 221,423 | -57,010 | 9,505,703 | 10,572,948 | 1.90% | +1,067,245 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 57,802 | +57,802 | 0 | 1,038,124 | 0.19% | +1,038,124 |
| TEREX CORP NEW(TEX) | 80,253 | 79,270 | -983 | 4,742,952 | 5,738,355 | 1.03% | +995,403 |
| AFFILIATED MANAGERS GROUP | 15,111 | 15,111 | 0 | 4,181,214 | 5,113,562 | 0.92% | +932,348 |
| MERITAGE HOMES CORP(MTH) | 34,650 | 36,099 | +1,449 | 2,142,756 | 3,026,901 | 0.54% | +884,145 |
| FIRST INTST BANCSYSTEM INC(FIBK) | 170,347 | 170,347 | 0 | 5,689,590 | 6,568,580 | 1.18% | +878,990 |
| SANDISK CORP(SNDK) | 0 | 380 | +380 | 0 | 864,017 | 0.16% | +864,017 |
| MYR GROUP INC(MYRG) | 20,236 | 12,990 | -7,246 | 5,713,028 | 6,500,196 | 1.17% | +787,168 |
| PNC FINL SVCS GROUP INC(PNC) | 20,351 | 20,351 | 0 | 4,234,840 | 5,010,823 | 0.90% | +775,983 |
| HUT 8 CORP(HUT) | 132,584 | 59,916 | -72,668 | 6,219,515 | 6,917,003 | 1.24% | +697,488 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 114,141 | 104,952 | -9,189 | 3,595,442 | 4,264,200 | 0.77% | +668,758 |
| FRONTDOOR INC(FTDR) | 81,632 | 64,125 | -17,507 | 4,315,068 | 4,975,459 | 0.89% | +660,391 |
| SOLARIS ENERGY INFRAS INC(SEI) | 93,129 | 73,102 | -20,027 | 5,262,720 | 5,881,787 | 1.06% | +619,067 |
| TRAVELERS COMPANIES INC(TRV) | 15,761 | 15,761 | 0 | 4,597,168 | 5,203,021 | 0.93% | +605,853 |
| ARCHROCK INC(AROC) | 146,373 | 139,883 | -6,490 | 5,093,780 | 5,694,637 | 1.02% | +600,857 |
| ARCBEST CORP(ARCB) | 35,707 | 28,490 | -7,217 | 3,512,141 | 4,089,455 | 0.73% | +577,314 |
| CONSTRUCTION PARTNERS INC(ROAD) | 25,300 | 28,518 | +3,218 | 2,811,336 | 3,387,083 | 0.61% | +575,747 |
| ENACT HLDGS INC | 115,819 | 115,819 | 0 | 4,726,573 | 5,294,086 | 0.95% | +567,513 |
| FORESTAR GROUP INC(FOR) | 131,272 | 117,361 | -13,911 | 3,208,288 | 3,714,476 | 0.67% | +506,188 |
| MAREX GROUP PLC(MRX) | 139,793 | 109,733 | -30,060 | 6,231,972 | 6,688,226 | 1.20% | +456,254 |
| INSTALLED BLDG PRODS INC(IBP) | 11,468 | 15,140 | +3,672 | 3,040,740 | 3,479,778 | 0.63% | +439,038 |
| SL GREEN RLTY CORP(SLG) | 97,666 | 77,770 | -19,896 | 3,607,782 | 4,026,153 | 0.72% | +418,371 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 82,129 | 74,552 | -7,577 | 6,892,266 | 7,267,329 | 1.31% | +375,063 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 1,952 | +1,952 | 0 | 365,571 | 0.07% | +365,571 |
| ASCENDIS PHARMA A/S(ASND) | 0 | 1,246 | +1,246 | 0 | 332,333 | 0.06% | +332,333 |
| MGIC INVT CORP WIS(MTG) | 163,841 | 163,841 | 0 | 4,300,826 | 4,620,316 | 0.83% | +319,490 |
| MKS INC.(MKSI) | 1,169 | 1,308 | +139 | 268,648 | 581,798 | 0.10% | +313,150 |
| ONTO INNOVATION INC(ONTO) | 0 | 795 | +795 | 0 | 300,868 | 0.05% | +300,868 |
| VITA COCO CO INC(COCO) | 73,873 | 57,865 | -16,008 | 3,539,255 | 3,827,191 | 0.69% | +287,936 |
| AMKOR TECHNOLOGY INC | 0 | 3,300 | +3,300 | 0 | 284,559 | 0.05% | +284,559 |
| TOLL BROTHERS INC(TOL) | 9,658 | 9,658 | 0 | 1,318,027 | 1,591,155 | 0.29% | +273,128 |
| ABERCROMBIE & FITCH CO | 40,661 | 44,287 | +3,626 | 3,715,196 | 3,986,273 | 0.72% | +271,077 |
| CARPENTER TECHNOLOGY CORP(CRS) | 1,214 | 1,211 | -3 | 478,498 | 746,993 | 0.13% | +268,495 |
| ENTEGRIS INC(ENTG) | 0 | 1,490 | +1,490 | 0 | 267,991 | 0.05% | +267,991 |
| KYMERA THERAPEUTICS INC(KYMR) | 38,195 | 30,006 | -8,189 | 3,181,262 | 3,440,788 | 0.62% | +259,526 |
| COHERENT CORP(COHR) | 1,228 | 1,388 | +160 | 292,522 | 547,524 | 0.10% | +255,002 |
| PVH CORPORATION(PVH) | 56,076 | 56,076 | 0 | 3,911,862 | 4,164,204 | 0.75% | +252,342 |
| PULTE GROUP INC(PHM) | 0 | 1,759 | +1,759 | 0 | 241,352 | 0.04% | +241,352 |
| CASEYS GEN STORES INC(CASY) | 0 | 301 | +301 | 0 | 239,232 | 0.04% | +239,232 |
| ARRIVENT BIOPHARMA INC(AVBP) | 56,088 | 44,044 | -12,044 | 1,293,950 | 1,530,089 | 0.27% | +236,139 |
| ASTERA LABS INC(ALAB) | 0 | 471 | +471 | 0 | 227,502 | 0.04% | +227,502 |
| INNODATA INC(INOD) | 45,343 | 25,961 | -19,382 | 1,751,147 | 1,962,132 | 0.35% | +210,985 |
| NOVANTA INC(NOVT) | 21,213 | 16,659 | -4,554 | 2,505,467 | 2,702,756 | 0.49% | +197,289 |
| CIENA CORP(CIEN) | 940 | 1,117 | +177 | 364,936 | 547,956 | 0.10% | +183,020 |
| WINTRUST FINL CORP(WTFC) | 65,156 | 57,414 | -7,742 | 9,052,775 | 9,227,578 | 1.66% | +174,803 |
| COMFORT SYS USA INC(FIX) | 277 | 275 | -2 | 381,980 | 545,036 | 0.10% | +163,056 |
| EAST WEST BANCORP INC(EWBC) | 5,475 | 5,460 | -15 | 584,511 | 704,831 | 0.13% | +120,320 |
| MASTEC INC(MTZ) | 1,186 | 1,182 | -4 | 381,584 | 491,783 | 0.09% | +110,199 |
| SIGNET JEWELERS LIMITED | 62,004 | 62,004 | 0 | 5,248,019 | 5,344,745 | 0.96% | +96,726 |
| HEICO CORP NEW | 1,883 | 1,877 | -6 | 397,482 | 484,097 | 0.09% | +86,615 |
| JOYY INC(JOYY) | 11,263 | 11,263 | 0 | 657,647 | 743,245 | 0.13% | +85,598 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 1,136 | 1,133 | -3 | 301,404 | 383,124 | 0.07% | +81,720 |
| RBC BEARINGS INC(RBC) | 542 | 540 | -2 | 294,371 | 347,792 | 0.06% | +53,421 |
| TELEDYNE TECHNOLOGIES INC(TDY) | 860 | 858 | -2 | 520,309 | 572,200 | 0.10% | +51,891 |
| CAMDEN PPTY TR(CPT) | 3,075 | 3,068 | -7 | 300,305 | 351,255 | 0.06% | +50,950 |
| HOWMET AEROSPACE INC(HWM) | 1,339 | 1,335 | -4 | 308,586 | 358,928 | 0.06% | +50,342 |
| EVERCORE INC(EVR) | 965 | 962 | -3 | 288,062 | 328,465 | 0.06% | +40,403 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 1,784 | 1,779 | -5 | 244,640 | 279,232 | 0.05% | +34,592 |
| CYTOKINETICS INC(CYTK) | 36,945 | 28,963 | -7,982 | 2,435,045 | 2,467,358 | 0.44% | +32,313 |
| DICKS SPORTING GOODS INC(DKS) | 1,106 | 1,102 | -4 | 219,309 | 249,945 | 0.04% | +30,636 |
| FTAI AVIATION LTD(FTAI) | 999 | 997 | -2 | 244,755 | 269,718 | 0.05% | +24,963 |
| SHARKNINJA INC(SN) | 2,363 | 1,794 | -569 | 250,242 | 273,172 | 0.05% | +22,930 |
| IDACORP INC(IDA) | 2,885 | 2,877 | -8 | 412,468 | 435,290 | 0.08% | +22,822 |