Moody Aldrich Partners as of Sept. 30, 2019
Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 123 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 |
|---|---|---|---|---|---|
| Rexford Industrial Realty Inc reit (REXR) | 3.0 | $11M | 255k | 44.02 | |
| Cabot Microelectronics Corporation | 2.9 | $11M | 76k | 141.21 | |
| Southwest Gas Corporation (SWX) | 2.8 | $10M | 114k | 91.04 | |
| Terreno Realty Corporation (TRNO) | 2.6 | $9.8M | 192k | 51.09 | |
| Chesapeake Utilities Corporation (CPK) | 2.3 | $8.8M | 92k | 95.32 | |
| Independent Bank (INDB) | 2.1 | $7.8M | 105k | 74.65 | |
| Balchem Corporation (BCPC) | 2.0 | $7.5M | 76k | 99.19 | |
| Nomad Foods (NOMD) | 2.0 | $7.4M | 362k | 20.50 | |
| Frontdoor (FTDR) | 2.0 | $7.4M | 151k | 48.57 | |
| Iaa | 1.9 | $7.1M | 170k | 41.73 | |
| Trex Company (TREX) | 1.8 | $6.9M | 76k | 90.93 | |
| Columbia Banking System (COLB) | 1.8 | $6.6M | 180k | 36.90 | |
| Albany International (AIN) | 1.7 | $6.5M | 72k | 90.15 | |
| Steven Madden (SHOO) | 1.7 | $6.5M | 181k | 35.79 | |
| Calavo Growers (CVGW) | 1.6 | $6.2M | 65k | 95.18 | |
| Exponent (EXPO) | 1.6 | $5.9M | 85k | 69.90 | |
| Semtech Corporation (SMTC) | 1.6 | $5.8M | 120k | 48.61 | |
| Atlantic Union B (AUB) | 1.6 | $5.8M | 156k | 37.25 | |
| Inter Parfums (IPAR) | 1.5 | $5.8M | 83k | 69.96 | |
| Triumph Ban (TFIN) | 1.5 | $5.8M | 181k | 31.89 | |
| South Jersey Industries | 1.5 | $5.5M | 168k | 32.91 | |
| Hilton Grand Vacations (HGV) | 1.5 | $5.5M | 171k | 32.00 | |
| Mercury Computer Systems (MRCY) | 1.4 | $5.4M | 67k | 81.17 | |
| CenterState Banks | 1.4 | $5.3M | 222k | 23.99 | |
| Brookline Ban | 1.4 | $5.2M | 351k | 14.73 | |
| RBC Bearings Incorporated (RBC) | 1.3 | $5.0M | 30k | 165.90 | |
| Ingevity (NGVT) | 1.3 | $5.0M | 59k | 84.84 | |
| Qts Realty Trust | 1.3 | $4.9M | 96k | 51.41 | |
| Silicon Laboratories (SLAB) | 1.3 | $4.7M | 43k | 111.35 | |
| Essent (ESNT) | 1.2 | $4.7M | 98k | 47.67 | |
| Stifel Financial (SF) | 1.2 | $4.6M | 81k | 57.38 | |
| Five9 (FIVN) | 1.2 | $4.4M | 83k | 53.74 | |
| Dorman Products (DORM) | 1.1 | $4.2M | 53k | 79.53 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.1 | $4.2M | 72k | 58.64 | |
| Vonage Holdings | 1.1 | $4.2M | 369k | 11.30 | |
| Provident Financial Services (PFS) | 1.1 | $4.0M | 165k | 24.53 | |
| Interxion Holding | 1.1 | $4.0M | 49k | 81.45 | |
| Welbilt | 1.1 | $4.0M | 239k | 16.86 | |
| EnerSys (ENS) | 1.1 | $3.9M | 60k | 65.95 | |
| Forward Air Corporation | 1.0 | $3.9M | 61k | 63.72 | |
| Kennametal (KMT) | 1.0 | $3.6M | 117k | 30.74 | |
| Parsons Corporation (PSN) | 1.0 | $3.6M | 110k | 32.98 | |
| LivePerson | 0.9 | $3.6M | 101k | 35.70 | |
| Wpx Energy | 0.9 | $3.5M | 334k | 10.59 | |
| ACADIA Pharmaceuticals (ACAD) | 0.9 | $3.5M | 97k | 35.99 | |
| Crane | 0.9 | $3.5M | 43k | 80.62 | |
| Chart Industries (GTLS) | 0.9 | $3.4M | 55k | 62.36 | |
| Repligen Corporation (RGEN) | 0.9 | $3.3M | 43k | 76.70 | |
| Cactus Inc - A (WHD) | 0.9 | $3.3M | 113k | 28.94 | |
| Globus Med Inc cl a (GMED) | 0.8 | $3.2M | 63k | 51.13 | |
| Generac Holdings (GNRC) | 0.8 | $3.1M | 39k | 78.33 | |
| Everbridge, Inc. Cmn (EVBG) | 0.8 | $3.1M | 50k | 61.71 | |
| Entegris (ENTG) | 0.8 | $3.0M | 63k | 47.06 | |
| UniFirst Corporation (UNF) | 0.8 | $3.0M | 15k | 195.12 | |
| Monro Muffler Brake (MNRO) | 0.8 | $2.9M | 37k | 79.02 | |
| Visteon Corporation (VC) | 0.8 | $2.9M | 35k | 82.54 | |
| Haemonetics Corporation (HAE) | 0.7 | $2.7M | 22k | 126.15 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.7 | $2.7M | 26k | 103.61 | |
| On Assignment (ASGN) | 0.7 | $2.7M | 42k | 62.85 | |
| Kadant (KAI) | 0.7 | $2.5M | 29k | 87.79 | |
| Medicines Company | 0.7 | $2.5M | 50k | 50.01 | |
| Brooks Automation (AZTA) | 0.7 | $2.5M | 66k | 37.03 | |
| Teladoc (TDOC) | 0.6 | $2.4M | 36k | 67.73 | |
| eHealth (EHTH) | 0.6 | $2.3M | 34k | 66.79 | |
| CONMED Corporation (CNMD) | 0.6 | $2.3M | 24k | 96.16 | |
| AMN Healthcare Services (AMN) | 0.6 | $2.2M | 38k | 57.56 | |
| LHC | 0.6 | $2.2M | 20k | 113.56 | |
| Novocure Ltd ord (NVCR) | 0.6 | $2.2M | 30k | 74.77 | |
| M/a (MTSI) | 0.6 | $2.2M | 102k | 21.49 | |
| Amedisys (AMED) | 0.6 | $2.1M | 16k | 131.02 | |
| Merit Medical Systems (MMSI) | 0.5 | $2.0M | 67k | 30.46 | |
| Comfort Systems USA (FIX) | 0.5 | $2.0M | 44k | 44.23 | |
| Inphi Corporation | 0.5 | $1.9M | 32k | 61.04 | |
| Proto Labs (PRLB) | 0.5 | $1.9M | 19k | 102.11 | |
| Solaredge Technologies (SEDG) | 0.5 | $1.9M | 23k | 83.72 | |
| Rogers Corporation (ROG) | 0.5 | $1.9M | 14k | 136.73 | |
| Saia (SAIA) | 0.5 | $1.8M | 20k | 93.72 | |
| Uniqure Nv (QURE) | 0.5 | $1.8M | 47k | 39.35 | |
| Deciphera Pharmaceuticals | 0.5 | $1.7M | 52k | 33.94 | |
| 4068594 Enphase Energy (ENPH) | 0.5 | $1.7M | 76k | 22.23 | |
| Natera (NTRA) | 0.4 | $1.6M | 50k | 32.80 | |
| Bandwidth (BAND) | 0.4 | $1.5M | 24k | 65.10 | |
| Iovance Biotherapeutics (IOVA) | 0.4 | $1.5M | 84k | 18.20 | |
| Axsome Therapeutics (AXSM) | 0.4 | $1.5M | 73k | 20.24 | |
| Blueprint Medicines (BPMC) | 0.4 | $1.4M | 19k | 73.48 | |
| Invitae (NVTAQ) | 0.4 | $1.3M | 70k | 19.27 | |
| Healthequity (HQY) | 0.3 | $1.3M | 23k | 57.14 | |
| Ally Financial (ALLY) | 0.3 | $1.3M | 39k | 33.16 | |
| Kohl's Corporation (KSS) | 0.3 | $1.2M | 23k | 49.64 | |
| Franklin Resources (BEN) | 0.3 | $979k | 34k | 28.85 | |
| Capital One Financial (COF) | 0.3 | $963k | 11k | 91.02 | |
| Ra Pharmaceuticals | 0.3 | $962k | 41k | 23.65 | |
| Industries N shs - a - (LYB) | 0.2 | $841k | 9.4k | 89.44 | |
| Assured Guaranty (AGO) | 0.2 | $765k | 17k | 44.44 | |
| Lear Corporation (LEA) | 0.2 | $703k | 6.0k | 117.87 | |
| Alliance Resource Partners (ARLP) | 0.2 | $709k | 44k | 16.00 | |
| T. Rowe Price (TROW) | 0.2 | $622k | 5.4k | 114.19 | |
| AllianceBernstein Holding (AB) | 0.2 | $636k | 22k | 29.35 | |
| Johnson & Johnson (JNJ) | 0.2 | $598k | 4.6k | 129.44 | |
| Southwest Airlines (LUV) | 0.1 | $559k | 10k | 54.02 | |
| Juniper Networks (JNPR) | 0.1 | $506k | 21k | 24.73 | |
| Kimco Realty Corporation (KIM) | 0.1 | $494k | 24k | 20.87 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $486k | 20k | 24.95 | |
| CNA Financial Corporation (CNA) | 0.1 | $464k | 9.4k | 49.28 | |
| American Eagle Outfitters (AEO) | 0.1 | $410k | 25k | 16.22 | |
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $410k | 2.5k | 162.76 | |
| Federated Investors (FHI) | 0.1 | $401k | 12k | 32.41 | |
| MDU Resources (MDU) | 0.1 | $398k | 14k | 28.21 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $395k | 7.4k | 53.38 | |
| Sun Communities (SUI) | 0.1 | $418k | 2.8k | 148.60 | |
| MetLife (MET) | 0.1 | $369k | 7.8k | 47.13 | |
| Jack Henry & Associates (JKHY) | 0.1 | $377k | 2.6k | 145.90 | |
| Hexcel Corporation (HXL) | 0.1 | $351k | 4.3k | 82.14 | |
| Transunion (TRU) | 0.1 | $346k | 4.3k | 81.20 | |
| Catalent | 0.1 | $250k | 5.3k | 47.62 | |
| East West Ban (EWBC) | 0.1 | $238k | 5.4k | 44.24 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $239k | 5.2k | 46.09 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $209k | 649.00 | 322.03 | |
| Masimo Corporation (MASI) | 0.1 | $228k | 1.5k | 148.63 | |
| Ansys (ANSS) | 0.1 | $205k | 924.00 | 221.86 | |
| Lamb Weston Hldgs (LW) | 0.1 | $202k | 2.8k | 72.64 | |
| Changyou | 0.0 | $132k | 14k | 9.52 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $108k | 11k | 10.21 |
