Atom Investors

Atom Investors as of Sept. 30, 2019

Portfolio Holdings for Atom Investors

Atom Investors holds 271 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Communic etfeqty (XLC) 4.1 $60M 1.2M 49.52
Microsoft Corporation (MSFT) 2.9 $42M 302k 139.03
Visa (V) 2.3 $34M 198k 172.01
Advanced Micro Devices (AMD) 2.3 $34M 1.2M 28.99
Alteryx 2.3 $33M 308k 107.43
Medicines Company 2.1 $31M 623k 50.00
salesforce (CRM) 2.0 $29M 194k 148.45
MasterCard Incorporated (MA) 1.9 $28M 102k 271.57
CBS Corporation 1.8 $27M 664k 40.37
Comcast Corporation (CMCSA) 1.8 $26M 585k 45.08
Coupa Software 1.8 $26M 204k 129.57
Amazon (AMZN) 1.8 $26M 15k 1735.91
Amarin Corporation (AMRN) 1.6 $23M 1.5M 15.16
Twilio Inc cl a (TWLO) 1.5 $22M 198k 109.96
Linde 1.4 $20M 105k 193.72
Athene Holding Ltd Cl A 1.1 $17M 393k 42.06
Elastic N V ord (ESTC) 1.1 $16M 191k 82.34
HEALTH INSURANCE Common equity Innovations shares 1.0 $15M 603k 24.93
Spotify Technology Sa (SPOT) 1.0 $15M 131k 114.00
North American Const (NOA) 1.0 $15M 1.3M 11.53
Canadian Pacific Railway 0.9 $14M 62k 222.46
Cheniere Energy (LNG) 0.9 $14M 220k 63.06
United Therapeutics Corporation (UTHR) 0.9 $14M 173k 79.75
Suncor Energy (SU) 0.9 $13M 421k 31.58
Palo Alto Networks (PANW) 0.9 $13M 65k 203.82
Abbvie (ABBV) 0.9 $13M 172k 75.72
Alphabet Inc Class A cs (GOOGL) 0.9 $13M 10k 1221.11
Berkshire Hathaway (BRK.A) 0.8 $13M 40.00 311825.00
Middleby Corporation (MIDD) 0.8 $13M 107k 116.90
Strategic Education (STRA) 0.8 $13M 92k 135.89
Texas Instruments Incorporated (TXN) 0.8 $12M 95k 129.24
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.8 $12M 173k 71.14
Nxp Semiconductors N V (NXPI) 0.8 $12M 111k 109.12
Inphi Corporation 0.8 $12M 193k 61.05
Biogen Idec (BIIB) 0.8 $11M 48k 232.83
Euronet Worldwide (EEFT) 0.8 $11M 76k 146.29
United Rentals (URI) 0.7 $11M 86k 124.64
Triple-S Management 0.7 $11M 799k 13.40
Invitae (NVTAQ) 0.7 $10M 538k 19.27
Alphabet Inc Class C cs (GOOG) 0.7 $10M 8.5k 1218.97
Okta Inc cl a (OKTA) 0.7 $10M 105k 98.46
Wyndham Hotels And Resorts (WH) 0.7 $10M 196k 51.74
Spirit Airlines (SAVE) 0.7 $9.9M 273k 36.30
Laureate Education Inc cl a (LAUR) 0.7 $9.8M 589k 16.58
Limelight Networks 0.7 $9.5M 3.2M 3.03
Vishay Precision (VPG) 0.6 $9.4M 286k 32.74
Danaher Corporation (DHR) 0.6 $9.2M 64k 144.44
Hanger Orthopedic 0.6 $9.1M 447k 20.38
Innoviva (INVA) 0.6 $9.0M 856k 10.54
Sherwin-Williams Company (SHW) 0.6 $8.8M 16k 549.88
TJX Companies (TJX) 0.6 $8.8M 157k 55.74
Portola Pharmaceuticals 0.6 $8.6M 321k 26.82
Career Education 0.6 $8.5M 536k 15.89
Monolithic Power Systems (MPWR) 0.6 $8.5M 54k 155.64
Analog Devices (ADI) 0.5 $7.9M 71k 111.73
Atlassian Corp Plc cl a 0.5 $7.9M 63k 125.43
Walt Disney Company (DIS) 0.5 $7.7M 59k 130.31
Intercept Pharmaceuticals In 0.5 $7.8M 118k 66.36
Skechers USA (SKX) 0.5 $7.7M 205k 37.35
Bausch Health Companies (BHC) 0.5 $7.6M 350k 21.85
Independence Holding Company 0.5 $7.5M 193k 38.59
SPDR S&P Retail (XRT) 0.5 $7.4M 175k 42.43
Zoom Video Communications In cl a (ZM) 0.5 $7.4M 98k 76.20
Penn National Gaming (PENN) 0.5 $7.3M 390k 18.62
Molina Healthcare (MOH) 0.5 $7.4M 67k 109.72
Twitter 0.5 $7.3M 177k 41.20
Sientra 0.5 $7.3M 1.1M 6.48
Gilead Sciences (GILD) 0.5 $7.1M 112k 63.38
FleetCor Technologies 0.5 $7.2M 25k 286.80
Match 0.5 $7.2M 101k 71.44
Goldman Sachs (GS) 0.5 $7.0M 34k 207.23
JPMorgan Chase & Co. (JPM) 0.5 $6.9M 59k 117.69
Ringcentral (RNG) 0.5 $6.9M 55k 125.65
Veritex Hldgs (VBTX) 0.5 $6.9M 286k 24.27
CSX Corporation (CSX) 0.5 $6.7M 97k 69.27
Haemonetics Corporation (HAE) 0.5 $6.8M 54k 126.15
Silk Road Medical Inc Common 0.5 $6.7M 206k 32.53
Taylor Morrison Hom (TMHC) 0.5 $6.7M 257k 25.94
Smartsheet (SMAR) 0.5 $6.6M 184k 36.03
Aqua America 0.4 $6.3M 141k 44.83
Mondelez Int (MDLZ) 0.4 $6.4M 115k 55.32
Exterran 0.4 $6.3M 485k 13.06
EXACT Sciences Corporation (EXAS) 0.4 $6.1M 68k 90.38
Gci Liberty Incorporated 0.4 $6.1M 99k 62.07
Revolve Group Inc cl a (RVLV) 0.4 $6.2M 264k 23.37
Netflix (NFLX) 0.4 $5.8M 22k 267.62
Ironwood Pharmaceuticals (IRWD) 0.4 $5.9M 687k 8.59
Godaddy Inc cl a (GDDY) 0.4 $5.8M 88k 65.98
Ryanair Holdings (RYAAY) 0.4 $5.6M 85k 66.38
Norfolk Southern (NSC) 0.4 $5.6M 31k 179.65
Harsco Corporation (NVRI) 0.4 $5.6M 294k 18.96
Carlisle Companies (CSL) 0.4 $5.5M 38k 145.55
American Water Works (AWK) 0.4 $5.5M 44k 124.23
Catalyst Pharmaceutical Partners (CPRX) 0.4 $5.4M 1.0M 5.31
Uber Technologies (UBER) 0.4 $5.5M 179k 30.47
Insmed (INSM) 0.4 $5.2M 296k 17.64
Cadiz (CDZI) 0.3 $5.2M 413k 12.49
Premier (PINC) 0.3 $5.1M 177k 28.92
Western Digital (WDC) 0.3 $5.0M 84k 59.64
Eldorado Resorts 0.3 $5.0M 126k 39.87
Inseego 0.3 $4.9M 1.0M 4.80
SJW (SJW) 0.3 $4.7M 68k 68.30
Jazz Pharmaceuticals (JAZZ) 0.3 $4.6M 36k 128.15
Fnf (FNF) 0.3 $4.4M 100k 44.41
Zillow Group Inc Cl C Cap Stk (Z) 0.3 $4.3M 145k 29.82
Sandridge Energy (SD) 0.3 $4.5M 950k 4.70
Cigna Corp (CI) 0.3 $4.4M 29k 151.77
Rollins (ROL) 0.3 $4.2M 125k 34.07
Solaredge Technologies (SEDG) 0.3 $4.2M 50k 83.72
Veracyte (VCYT) 0.3 $4.0M 169k 24.00
Home Depot (HD) 0.3 $3.9M 17k 232.01
SPDR S&P MidCap 400 ETF (MDY) 0.3 $3.9M 11k 352.47
Facebook Inc cl a (META) 0.3 $3.9M 22k 178.07
Karyopharm Therapeutics (KPTI) 0.3 $3.9M 406k 9.62
Forterra 0.3 $3.9M 546k 7.23
BioMarin Pharmaceutical (BMRN) 0.3 $3.8M 56k 67.39
Zions Bancorporation (ZION) 0.3 $3.8M 86k 44.52
Parsley Energy Inc-class A 0.3 $3.8M 229k 16.80
Global Blood Therapeutics In 0.3 $3.8M 78k 48.53
Quanta Services (PWR) 0.2 $3.6M 95k 37.80
Allergan 0.2 $3.5M 21k 168.29
Ptc Therapeutics I (PTCT) 0.2 $3.4M 101k 33.82
Uniqure Nv (QURE) 0.2 $3.4M 86k 39.36
Arlo Technologies (ARLO) 0.2 $3.4M 986k 3.41
Lyft (LYFT) 0.2 $3.3M 81k 40.84
Omeros Corporation (OMER) 0.2 $3.2M 193k 16.33
Vericel (VCEL) 0.2 $3.3M 216k 15.14
Newmont Mining Corporation (NEM) 0.2 $3.1M 82k 37.92
Zimmer Holdings (ZBH) 0.2 $3.1M 22k 137.28
Concho Resources 0.2 $3.1M 45k 67.91
Berry Plastics (BERY) 0.2 $3.1M 78k 39.27
Trade Desk (TTD) 0.2 $3.0M 16k 187.55
Micron Technology (MU) 0.2 $3.0M 70k 42.85
Six Flags Entertainment (SIX) 0.2 $2.9M 57k 50.79
UnitedHealth (UNH) 0.2 $2.7M 13k 217.31
V.F. Corporation (VFC) 0.2 $2.6M 30k 89.00
Pioneer Natural Resources 0.2 $2.7M 22k 125.78
Retrophin 0.2 $2.6M 222k 11.59
Hldgs (UAL) 0.2 $2.5M 28k 88.41
Insperity (NSP) 0.2 $2.5M 25k 98.62
Puma Biotechnology (PBYI) 0.2 $2.5M 237k 10.76
Epizyme 0.2 $2.5M 242k 10.32
Abbott Laboratories (ABT) 0.2 $2.4M 28k 83.68
Procter & Gamble Company (PG) 0.2 $2.4M 19k 124.41
Churchill Downs (CHDN) 0.2 $2.3M 19k 123.46
OceanFirst Financial (OCFC) 0.2 $2.3M 97k 23.60
Sun Communities (SUI) 0.2 $2.3M 15k 148.48
Carbonite 0.2 $2.4M 153k 15.49
OSI Systems (OSIS) 0.1 $2.2M 21k 101.54
Xperi 0.1 $2.1M 103k 20.68
Papa John's Int'l (PZZA) 0.1 $2.1M 39k 52.34
Trivago N V spon ads a 0.1 $2.1M 500k 4.11
Industrial SPDR (XLI) 0.1 $1.9M 25k 77.64
World Wrestling Entertainment 0.1 $1.9M 27k 71.16
Alexion Pharmaceuticals 0.1 $1.9M 20k 97.96
Envestnet (ENV) 0.1 $1.9M 34k 56.69
Jacobs Engineering 0.1 $1.8M 20k 91.52
Kadmon Hldgs 0.1 $1.7M 688k 2.52
Iovance Biotherapeutics (IOVA) 0.1 $1.7M 93k 18.20
Encore Capital (ECPG) 0.1 $1.6M 49k 33.32
Aaron's 0.1 $1.7M 26k 64.25
ArQule 0.1 $1.6M 220k 7.17
Angi Homeservices (ANGI) 0.1 $1.6M 226k 7.09
Karuna Therapeutics Ord 0.1 $1.7M 101k 16.32
National Beverage (FIZZ) 0.1 $1.5M 33k 44.36
Coca-Cola Company (KO) 0.1 $1.4M 25k 54.45
Apple (AAPL) 0.1 $1.4M 6.1k 223.95
Stryker Corporation (SYK) 0.1 $1.4M 6.2k 216.35
EQT Corporation (EQT) 0.1 $1.3M 119k 10.64
General Motors Company (GM) 0.1 $1.3M 35k 37.48
MGIC Investment (MTG) 0.1 $1.1M 90k 12.58
Health Care SPDR (XLV) 0.1 $1.1M 12k 90.13
Boeing Company (BA) 0.1 $1.1M 3.0k 380.33
Pepsi (PEP) 0.1 $1.1M 8.2k 137.06
Cimarex Energy 0.1 $1.1M 23k 47.93
Ww Intl (WW) 0.1 $1.2M 31k 37.82
CVS Caremark Corporation (CVS) 0.1 $1.1M 17k 63.09
Becton, Dickinson and (BDX) 0.1 $1.1M 4.3k 252.88
Intuitive Surgical (ISRG) 0.1 $999k 1.9k 539.71
Louisiana-Pacific Corporation (LPX) 0.1 $1.1M 44k 24.58
Dollar General (DG) 0.1 $979k 6.2k 158.93
Heska Corporation 0.1 $952k 13k 70.88
Graftech International (EAF) 0.1 $974k 76k 12.79
Boston Scientific Corporation (BSX) 0.1 $910k 22k 40.70
Ford Motor Company (F) 0.1 $907k 99k 9.16
GameStop (GME) 0.1 $845k 153k 5.52
Exponent (EXPO) 0.1 $823k 12k 69.93
QEP Resources 0.1 $852k 230k 3.70
Anthem (ELV) 0.1 $810k 3.4k 240.07
Sciplay Corp cl a 0.1 $894k 84k 10.70
Tractor Supply Company (TSCO) 0.1 $749k 8.3k 90.49
Baxter International (BAX) 0.1 $717k 8.2k 87.49
Edwards Lifesciences (EW) 0.1 $734k 3.3k 219.83
Philip Morris International (PM) 0.1 $689k 9.1k 75.97
Estee Lauder Companies (EL) 0.1 $722k 3.6k 198.90
Brooks Automation (AZTA) 0.1 $782k 21k 37.04
F.N.B. Corporation (FNB) 0.1 $789k 68k 11.53
Glu Mobile 0.1 $737k 148k 4.99
AtriCure (ATRC) 0.1 $661k 27k 24.94
Hca Holdings (HCA) 0.1 $659k 5.5k 120.39
American Tower Reit (AMT) 0.1 $750k 3.4k 221.04
Independent Bank (IBTX) 0.1 $660k 13k 52.59
Roku (ROKU) 0.1 $753k 7.4k 101.70
Equitrans Midstream Corp (ETRN) 0.1 $729k 50k 14.55
Wal-Mart Stores (WMT) 0.0 $576k 4.9k 118.64
Lowe's Companies (LOW) 0.0 $576k 5.2k 110.01
Callon Pete Co Del Com Stk 0.0 $566k 131k 4.34
Huron Consulting (HURN) 0.0 $524k 8.6k 61.29
IBERIABANK Corporation 0.0 $622k 8.2k 75.57
Ameris Ban (ABCB) 0.0 $611k 15k 40.26
Heron Therapeutics (HRTX) 0.0 $561k 30k 18.50
International Game Technology (IGT) 0.0 $539k 38k 14.21
First Hawaiian (FHB) 0.0 $540k 20k 26.70
Dmc Global (BOOM) 0.0 $652k 15k 43.99
IDEXX Laboratories (IDXX) 0.0 $376k 1.4k 272.07
Kimberly-Clark Corporation (KMB) 0.0 $492k 3.5k 142.07
Live Nation Entertainment (LYV) 0.0 $402k 6.1k 66.27
McGrath Rent (MGRC) 0.0 $415k 6.0k 69.55
Humana (HUM) 0.0 $456k 1.8k 255.89
Brookline Ban (BRKL) 0.0 $412k 28k 14.74
Tennant Company (TNC) 0.0 $442k 6.3k 70.69
SM Energy (SM) 0.0 $496k 51k 9.70
Teck Resources Ltd cl b (TECK) 0.0 $476k 29k 16.22
Enerplus Corp 0.0 $410k 55k 7.44
Prologis (PLD) 0.0 $386k 4.5k 85.23
Fs Investment Corporation 0.0 $506k 87k 5.83
Ladder Capital Corp Class A (LADR) 0.0 $424k 25k 17.28
Crown Castle Intl (CCI) 0.0 $443k 3.2k 139.00
Equinix (EQIX) 0.0 $376k 652.00 576.69
Wingstop (WING) 0.0 $448k 5.1k 87.33
Myokardia 0.0 $407k 7.8k 52.13
Candj Energy Svcs 0.0 $486k 45k 10.74
Harborone Bancorp (HONE) 0.0 $430k 43k 10.06
ResMed (RMD) 0.0 $312k 2.3k 135.24
Cerner Corporation 0.0 $286k 4.2k 68.11
Ross Stores (ROST) 0.0 $331k 3.0k 110.00
Laboratory Corp. of America Holdings 0.0 $264k 1.6k 168.26
Cooper Companies 0.0 $237k 797.00 297.37
AmerisourceBergen (COR) 0.0 $226k 2.7k 82.27
Equity Residential (EQR) 0.0 $230k 2.7k 86.43
AvalonBay Communities (AVB) 0.0 $230k 1.1k 215.15
Constellation Brands (STZ) 0.0 $230k 1.1k 207.02
Quest Diagnostics Incorporated (DGX) 0.0 $231k 2.2k 106.85
Intuit (INTU) 0.0 $300k 1.1k 266.19
Teleflex Incorporated (TFX) 0.0 $252k 742.00 339.62
Centene Corporation (CNC) 0.0 $230k 5.3k 43.26
Team 0.0 $271k 15k 18.02
Valmont Industries (VMI) 0.0 $276k 2.0k 138.35
Simon Property (SPG) 0.0 $338k 2.2k 155.69
O'reilly Automotive (ORLY) 0.0 $232k 581.00 399.31
Primo Water Corporation 0.0 $276k 23k 12.27
Ascena Retail 0.0 $281k 1.1M 0.26
Veeva Sys Inc cl a (VEEV) 0.0 $298k 2.0k 152.66
Monster Beverage Corp (MNST) 0.0 $240k 4.1k 58.10
Welltower Inc Com reit (WELL) 0.0 $281k 3.1k 90.50
Cowen Group Inc New Cl A 0.0 $317k 21k 15.40
Peabody Energy (BTU) 0.0 $235k 16k 14.75
Savara (SVRA) 0.0 $291k 110k 2.65
Booking Holdings (BKNG) 0.0 $330k 168.00 1964.29
Keurig Dr Pepper (KDP) 0.0 $224k 8.2k 27.32
Costco Wholesale Corporation (COST) 0.0 $216k 748.00 288.77
Hologic (HOLX) 0.0 $217k 4.3k 50.57
Patterson-UTI Energy (PTEN) 0.0 $111k 13k 8.56
Ventas (VTR) 0.0 $209k 2.9k 73.18
Dex (DXCM) 0.0 $218k 1.5k 148.91
Financial Select Sector SPDR (XLF) 0.0 $208k 7.4k 27.94
Antares Pharma 0.0 $94k 28k 3.35
Antero Res (AR) 0.0 $173k 57k 3.02
Sba Communications Corp (SBAC) 0.0 $209k 868.00 240.78
Keane 0.0 $79k 13k 6.07
Exantas Cap Corp 0.0 $140k 12k 11.33