Moody Aldrich Partners as of March 31, 2020
Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 131 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mesa Laboratories (MLAB) | 2.6 | $8.7M | 39k | 226.08 | |
| Exponent (EXPO) | 2.4 | $8.1M | 112k | 71.91 | |
| Qts Realty Trust | 2.3 | $7.6M | 130k | 58.01 | |
| Terreno Realty Corporation (TRNO) | 2.3 | $7.5M | 146k | 51.75 | |
| Balchem Corporation (BCPC) | 2.3 | $7.5M | 76k | 98.72 | |
| Independent Bank (INDB) | 2.1 | $6.9M | 108k | 64.37 | |
| Nomad Foods (NOMD) | 2.0 | $6.8M | 365k | 18.56 | |
| Iaa | 1.9 | $6.2M | 209k | 29.96 | |
| Five9 (FIVN) | 1.8 | $6.1M | 79k | 76.46 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.8 | $5.9M | 145k | 41.01 | |
| Silicon Laboratories (SLAB) | 1.7 | $5.8M | 67k | 85.42 | |
| Chesapeake Utilities Corporation (CPK) | 1.7 | $5.7M | 67k | 85.71 | |
| Cabot Microelectronics Corporation | 1.7 | $5.6M | 49k | 114.13 | |
| CenterState Banks | 1.7 | $5.5M | 321k | 17.23 | |
| Mercury Computer Systems (MRCY) | 1.6 | $5.5M | 77k | 71.34 | |
| Columbia Banking System (COLB) | 1.6 | $5.4M | 200k | 26.80 | |
| Frontdoor (FTDR) | 1.6 | $5.4M | 154k | 34.78 | |
| ACADIA Pharmaceuticals (ACAD) | 1.5 | $5.1M | 120k | 42.25 | |
| Essent (ESNT) | 1.5 | $5.1M | 192k | 26.34 | |
| South Jersey Industries | 1.5 | $4.9M | 196k | 25.00 | |
| eHealth (EHTH) | 1.5 | $4.8M | 34k | 140.81 | |
| Repligen Corporation (RGEN) | 1.4 | $4.8M | 50k | 96.53 | |
| Teladoc (TDOC) | 1.4 | $4.7M | 30k | 155.00 | |
| Southwest Gas Corporation (SWX) | 1.4 | $4.7M | 67k | 69.57 | |
| Triumph Ban (TFIN) | 1.4 | $4.6M | 178k | 26.00 | |
| Allete (ALE) | 1.4 | $4.5M | 75k | 60.68 | |
| ICF International (ICFI) | 1.4 | $4.5M | 65k | 68.70 | |
| LHC | 1.3 | $4.2M | 30k | 140.21 | |
| Brookline Ban (BRKL) | 1.2 | $4.0M | 353k | 11.28 | |
| EnerSys (ENS) | 1.1 | $3.8M | 76k | 49.53 | |
| Generac Holdings (GNRC) | 1.1 | $3.7M | 40k | 93.18 | |
| Axsome Therapeutics (AXSM) | 1.1 | $3.7M | 62k | 58.84 | |
| Trex Company (TREX) | 1.1 | $3.6M | 45k | 80.13 | |
| Parsons Corporation (PSN) | 1.1 | $3.6M | 111k | 31.96 | |
| Lumentum Hldgs (LITE) | 1.1 | $3.5M | 48k | 73.70 | |
| Inphi Corporation | 1.1 | $3.5M | 45k | 79.17 | |
| Calavo Growers (CVGW) | 1.1 | $3.5M | 61k | 57.69 | |
| Atlantic Union B (AUB) | 1.0 | $3.5M | 158k | 21.90 | |
| WSFS Financial Corporation (WSFS) | 1.0 | $3.4M | 137k | 24.92 | |
| McGrath Rent (MGRC) | 1.0 | $3.4M | 65k | 52.38 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.0 | $3.3M | 72k | 46.34 | |
| Inter Parfums (IPAR) | 0.9 | $3.1M | 68k | 46.36 | |
| Forward Air Corporation (FWRD) | 0.9 | $3.1M | 61k | 50.65 | |
| ESCO Technologies (ESE) | 0.9 | $3.0M | 40k | 75.90 | |
| Bandwidth (BAND) | 0.9 | $3.0M | 44k | 67.30 | |
| Amedisys (AMED) | 0.9 | $2.9M | 16k | 183.57 | |
| KB Home (KBH) | 0.9 | $2.9M | 159k | 18.10 | |
| Esperion Therapeutics (ESPR) | 0.8 | $2.8M | 89k | 31.53 | |
| Hilton Grand Vacations (HGV) | 0.8 | $2.7M | 174k | 15.77 | |
| AMN Healthcare Services (AMN) | 0.8 | $2.7M | 47k | 57.82 | |
| John Bean Technologies Corporation (JBT) | 0.8 | $2.7M | 37k | 74.28 | |
| Semtech Corporation (SMTC) | 0.8 | $2.7M | 72k | 37.50 | |
| Louisiana-Pacific Corporation (LPX) | 0.8 | $2.7M | 157k | 17.18 | |
| Globus Med Inc cl a (GMED) | 0.8 | $2.7M | 63k | 42.53 | |
| Albany International (AIN) | 0.8 | $2.7M | 56k | 47.33 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.8 | $2.6M | 48k | 55.57 | |
| Iovance Biotherapeutics (IOVA) | 0.8 | $2.5M | 85k | 29.93 | |
| Fox Factory Hldg (FOXF) | 0.8 | $2.5M | 60k | 42.00 | |
| 4068594 Enphase Energy (ENPH) | 0.8 | $2.5M | 77k | 32.29 | |
| UniFirst Corporation (UNF) | 0.7 | $2.3M | 15k | 151.06 | |
| LivePerson (LPSN) | 0.7 | $2.3M | 101k | 22.75 | |
| Kennametal (KMT) | 0.7 | $2.2M | 120k | 18.62 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $2.2M | 20k | 112.81 | |
| Haemonetics Corporation (HAE) | 0.7 | $2.2M | 22k | 99.68 | |
| Deciphera Pharmaceuticals (DCPH) | 0.7 | $2.2M | 53k | 41.16 | |
| Deckers Outdoor Corporation (DECK) | 0.6 | $2.2M | 16k | 133.97 | |
| Crane | 0.6 | $2.1M | 44k | 49.18 | |
| Novocure Ltd ord (NVCR) | 0.6 | $2.1M | 31k | 67.34 | |
| Us Ecology | 0.6 | $1.9M | 62k | 30.41 | |
| Karuna Therapeutics Ord | 0.6 | $1.9M | 26k | 72.01 | |
| Bioxcel Therapeutics (BTAI) | 0.5 | $1.8M | 80k | 22.35 | |
| Invitae (NVTAQ) | 0.5 | $1.7M | 128k | 13.67 | |
| Visteon Corporation (VC) | 0.5 | $1.7M | 35k | 47.97 | |
| Comfort Systems USA (FIX) | 0.5 | $1.6M | 45k | 36.55 | |
| Simpson Manufacturing (SSD) | 0.5 | $1.6M | 26k | 61.99 | |
| Fibrogen (FGEN) | 0.5 | $1.6M | 46k | 34.74 | |
| Healthequity (HQY) | 0.5 | $1.6M | 32k | 50.59 | |
| Steven Madden (SHOO) | 0.5 | $1.5M | 67k | 23.23 | |
| Ascendis Pharma A S (ASND) | 0.5 | $1.5M | 14k | 112.60 | |
| On Assignment (ASGN) | 0.5 | $1.5M | 43k | 35.33 | |
| Natera (NTRA) | 0.5 | $1.5M | 50k | 29.86 | |
| Dicerna Pharmaceuticals | 0.4 | $1.5M | 80k | 18.37 | |
| Brooks Automation (AZTA) | 0.4 | $1.4M | 47k | 30.49 | |
| T. Rowe Price (TROW) | 0.4 | $1.4M | 14k | 97.62 | |
| CONMED Corporation (CNMD) | 0.4 | $1.4M | 24k | 57.25 | |
| Cactus Inc - A (WHD) | 0.4 | $1.3M | 115k | 11.60 | |
| Reliance Steel & Aluminum (RS) | 0.4 | $1.3M | 15k | 87.56 | |
| Ingevity (NGVT) | 0.4 | $1.3M | 37k | 35.20 | |
| Southwest Airlines (LUV) | 0.3 | $1.2M | 32k | 35.61 | |
| Momenta Pharmaceuticals | 0.3 | $1.1M | 40k | 27.20 | |
| Reata Pharmaceuticals Inc Cl A | 0.3 | $1.1M | 7.4k | 144.33 | |
| Robert Half International (RHI) | 0.3 | $1.0M | 28k | 37.74 | |
| BlackRock (BLK) | 0.3 | $923k | 2.1k | 440.15 | |
| Capital One Financial (COF) | 0.3 | $878k | 17k | 50.42 | |
| MetLife (MET) | 0.2 | $819k | 27k | 30.59 | |
| Hanover Insurance (THG) | 0.2 | $804k | 8.9k | 90.58 | |
| Magna Intl Inc cl a (MGA) | 0.2 | $795k | 25k | 31.55 | |
| Johnson & Johnson (JNJ) | 0.2 | $735k | 5.6k | 131.18 | |
| Franklin Resources (BEN) | 0.2 | $733k | 44k | 16.68 | |
| WNS | 0.2 | $732k | 17k | 42.97 | |
| AllianceBernstein Holding (AB) | 0.2 | $656k | 35k | 18.59 | |
| Juniper Networks (JNPR) | 0.2 | $554k | 29k | 19.13 | |
| Cyrusone | 0.2 | $533k | 8.6k | 61.80 | |
| Fifth Third Ban (FITB) | 0.2 | $515k | 35k | 14.85 | |
| Jack Henry & Associates (JKHY) | 0.2 | $507k | 3.3k | 155.19 | |
| Ringcentral (RNG) | 0.2 | $497k | 2.3k | 211.94 | |
| Assured Guaranty (AGO) | 0.1 | $483k | 19k | 25.79 | |
| Travelers Companies (TRV) | 0.1 | $467k | 4.7k | 99.26 | |
| Evercore Partners (EVR) | 0.1 | $434k | 9.4k | 46.09 | |
| American Eagle Outfitters (AEO) | 0.1 | $430k | 54k | 7.95 | |
| Delta Air Lines (DAL) | 0.1 | $429k | 15k | 28.52 | |
| Qualcomm (QCOM) | 0.1 | $394k | 5.8k | 67.57 | |
| MDU Resources (MDU) | 0.1 | $384k | 18k | 21.52 | |
| Lear Corporation (LEA) | 0.1 | $370k | 4.6k | 81.32 | |
| Transunion (TRU) | 0.1 | $357k | 5.4k | 66.15 | |
| Catalent (CTLT) | 0.1 | $345k | 6.6k | 51.95 | |
| Masimo Corporation (MASI) | 0.1 | $344k | 1.9k | 176.95 | |
| Atmos Energy Corporation (ATO) | 0.1 | $341k | 3.4k | 99.10 | |
| Janus Henderson Group Plc Ord (JHG) | 0.1 | $305k | 20k | 15.32 | |
| Docusign (DOCU) | 0.1 | $283k | 3.1k | 92.48 | |
| Ansys (ANSS) | 0.1 | $272k | 1.2k | 232.28 | |
| West Pharmaceutical Services (WST) | 0.1 | $271k | 1.8k | 152.50 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $269k | 2.1k | 131.03 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $244k | 821.00 | 297.20 | |
| Bio-techne Corporation (TECH) | 0.1 | $243k | 1.3k | 189.40 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $241k | 7.9k | 30.58 | |
| Monolithic Power Systems (MPWR) | 0.1 | $235k | 1.4k | 167.26 | |
| Coupa Software | 0.1 | $231k | 1.7k | 140.00 | |
| Nordson Corporation (NDSN) | 0.1 | $230k | 1.7k | 134.90 | |
| Lamb Weston Hldgs (LW) | 0.1 | $202k | 3.5k | 57.18 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $201k | 1.5k | 137.11 |
