Redwood Investments as of Dec. 31, 2019
Portfolio Holdings for Redwood Investments
Redwood Investments holds 111 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Five9 (FIVN) | 2.7 | $29M | 444k | 65.58 | |
| Simply Good Foods (SMPL) | 2.7 | $28M | 992k | 28.54 | |
| AMN Healthcare Services (AMN) | 2.5 | $27M | 434k | 62.31 | |
| Brink's Company (BCO) | 2.4 | $25M | 277k | 90.68 | |
| Chart Industries (GTLS) | 2.3 | $25M | 363k | 67.49 | |
| Everbridge, Inc. Cmn (EVBG) | 2.3 | $24M | 308k | 78.08 | |
| Deckers Outdoor Corporation (DECK) | 2.2 | $24M | 139k | 168.86 | |
| Viavi Solutions Inc equities (VIAV) | 2.2 | $24M | 1.6M | 15.00 | |
| Qts Realty Trust | 2.2 | $23M | 431k | 54.27 | |
| Freshpet (FRPT) | 2.1 | $23M | 383k | 59.09 | |
| Monolithic Power Systems (MPWR) | 2.1 | $22M | 124k | 178.02 | |
| Generac Holdings (GNRC) | 2.0 | $22M | 217k | 100.59 | |
| Omnicell (OMCL) | 2.0 | $21M | 260k | 81.72 | |
| WD-40 Company (WDFC) | 2.0 | $21M | 109k | 194.14 | |
| Trex Company (TREX) | 1.9 | $21M | 232k | 89.88 | |
| Repligen Corporation (RGEN) | 1.9 | $21M | 222k | 92.50 | |
| Planet Fitness Inc-cl A (PLNT) | 1.9 | $20M | 269k | 74.68 | |
| Power Integrations (POWI) | 1.9 | $20M | 199k | 98.91 | |
| Brady Corporation (BRC) | 1.8 | $20M | 342k | 57.26 | |
| Advanced Energy Industries (AEIS) | 1.8 | $20M | 274k | 71.20 | |
| Wingstop (WING) | 1.8 | $19M | 222k | 86.23 | |
| McGrath Rent (MGRC) | 1.6 | $18M | 229k | 76.54 | |
| NeoGenomics (NEO) | 1.6 | $18M | 598k | 29.25 | |
| LHC | 1.6 | $17M | 124k | 137.76 | |
| Inphi Corporation | 1.6 | $17M | 227k | 74.02 | |
| Lithia Motors (LAD) | 1.6 | $17M | 112k | 147.00 | |
| First Financial Bankshares (FFIN) | 1.5 | $16M | 469k | 35.10 | |
| Funko (FNKO) | 1.5 | $16M | 958k | 17.16 | |
| Deluxe Corporation (DLX) | 1.5 | $16M | 325k | 49.92 | |
| Insight Enterprises (NSIT) | 1.5 | $16M | 230k | 70.29 | |
| Mercury Computer Systems (MRCY) | 1.5 | $16M | 228k | 69.11 | |
| Moog (MOG.A) | 1.5 | $16M | 183k | 85.33 | |
| Workiva Inc equity us cm (WK) | 1.4 | $16M | 369k | 42.05 | |
| Vericel (VCEL) | 1.4 | $15M | 880k | 17.40 | |
| eHealth (EHTH) | 1.4 | $15M | 158k | 96.08 | |
| Medpace Hldgs (MEDP) | 1.4 | $15M | 180k | 84.06 | |
| Penumbra (PEN) | 1.4 | $15M | 88k | 164.27 | |
| Addus Homecare Corp (ADUS) | 1.4 | $14M | 148k | 97.22 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.3 | $14M | 278k | 50.81 | |
| LivePerson (LPSN) | 1.3 | $14M | 372k | 37.00 | |
| Microsoft Corporation (MSFT) | 1.2 | $13M | 84k | 157.69 | |
| Gw Pharmaceuticals Plc ads | 1.2 | $13M | 124k | 104.56 | |
| Tandem Diabetes Care (TNDM) | 1.2 | $13M | 217k | 59.61 | |
| Exponent (EXPO) | 1.2 | $13M | 185k | 69.01 | |
| Solaredge Technologies (SEDG) | 1.1 | $12M | 123k | 95.09 | |
| Lattice Semiconductor (LSCC) | 1.1 | $11M | 596k | 19.14 | |
| KB Home (KBH) | 1.0 | $10M | 302k | 34.27 | |
| Amazon (AMZN) | 1.0 | $10M | 5.5k | 1847.77 | |
| Palomar Hldgs (PLMR) | 0.9 | $9.9M | 196k | 50.49 | |
| Aaron's | 0.9 | $9.7M | 169k | 57.11 | |
| Avalara | 0.9 | $9.7M | 133k | 73.25 | |
| Caredx (CDNA) | 0.9 | $9.5M | 440k | 21.57 | |
| HMS Holdings | 0.9 | $9.3M | 315k | 29.60 | |
| MasterCard Incorporated (MA) | 0.7 | $7.8M | 26k | 298.59 | |
| Taiwan Semiconductor Mfg (TSM) | 0.7 | $7.3M | 126k | 58.10 | |
| Alibaba Group Holding (BABA) | 0.5 | $5.6M | 27k | 212.08 | |
| Merck & Co (MRK) | 0.5 | $5.5M | 60k | 90.96 | |
| Burlington Stores (BURL) | 0.5 | $5.1M | 22k | 228.05 | |
| Comcast Corporation (CMCSA) | 0.5 | $4.8M | 106k | 44.97 | |
| Global Payments (GPN) | 0.4 | $4.7M | 26k | 182.55 | |
| ICICI Bank (IBN) | 0.4 | $4.5M | 300k | 15.09 | |
| Crown Castle Intl (CCI) | 0.4 | $4.3M | 31k | 142.14 | |
| Cdw (CDW) | 0.4 | $4.3M | 30k | 142.85 | |
| Waste Management (WM) | 0.4 | $4.1M | 36k | 113.97 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $4.0M | 12k | 324.89 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.8M | 13k | 293.95 | |
| Qualcomm (QCOM) | 0.4 | $3.9M | 44k | 88.24 | |
| D.R. Horton (DHI) | 0.4 | $3.9M | 74k | 52.75 | |
| salesforce (CRM) | 0.3 | $3.7M | 23k | 162.63 | |
| Walt Disney Company (DIS) | 0.3 | $3.4M | 24k | 144.63 | |
| Estee Lauder Companies (EL) | 0.3 | $3.4M | 17k | 206.54 | |
| Euronet Worldwide (EEFT) | 0.3 | $3.4M | 22k | 157.54 | |
| Apple (AAPL) | 0.3 | $3.3M | 11k | 293.69 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $3.3M | 25k | 132.35 | |
| Msci (MSCI) | 0.3 | $3.2M | 13k | 258.21 | |
| Norfolk Southern (NSC) | 0.3 | $2.9M | 15k | 194.14 | |
| Motorola Solutions (MSI) | 0.3 | $3.0M | 19k | 161.13 | |
| Truist Financial Corp equities (TFC) | 0.3 | $3.0M | 53k | 56.32 | |
| Procter & Gamble Company (PG) | 0.3 | $2.9M | 23k | 124.90 | |
| Servicenow (NOW) | 0.3 | $2.9M | 10k | 282.28 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | 20k | 139.41 | |
| Transunion (TRU) | 0.2 | $2.6M | 31k | 85.60 | |
| CoStar (CSGP) | 0.2 | $2.5M | 4.2k | 598.39 | |
| Intuitive Surgical (ISRG) | 0.2 | $2.4M | 4.1k | 591.05 | |
| Danaher Corporation (DHR) | 0.2 | $2.4M | 16k | 153.45 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.7M | 1.3k | 1339.31 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 5.0k | 329.80 | |
| HDFC Bank (HDB) | 0.1 | $1.6M | 25k | 63.35 | |
| Hca Holdings (HCA) | 0.1 | $1.4M | 9.3k | 147.84 | |
| S&p Global (SPGI) | 0.1 | $1.4M | 5.0k | 273.07 | |
| Raytheon Company | 0.1 | $1.3M | 6.0k | 219.71 | |
| Cintas Corporation (CTAS) | 0.1 | $1.3M | 4.8k | 269.10 | |
| General Motors Company (GM) | 0.1 | $1.2M | 34k | 36.60 | |
| Fortive (FTV) | 0.1 | $1.2M | 15k | 76.41 | |
| NetEase (NTES) | 0.1 | $1.1M | 3.5k | 306.74 | |
| Square Inc cl a (XYZ) | 0.1 | $1.1M | 17k | 62.53 | |
| Parsley Energy Inc-class A | 0.1 | $953k | 50k | 18.92 | |
| Ally Financial (ALLY) | 0.1 | $822k | 27k | 30.56 | |
| Shopify Inc cl a (SHOP) | 0.1 | $869k | 2.2k | 397.53 | |
| NVIDIA Corporation (NVDA) | 0.1 | $605k | 2.6k | 235.41 | |
| Ceridian Hcm Hldg (DAY) | 0.0 | $394k | 5.8k | 67.87 | |
| AutoZone (AZO) | 0.0 | $287k | 241.00 | 1190.87 | |
| HEICO Corporation (HEI) | 0.0 | $276k | 2.4k | 114.05 | |
| Ringcentral (RNG) | 0.0 | $369k | 2.2k | 168.72 | |
| Hubspot (HUBS) | 0.0 | $325k | 2.0k | 158.61 | |
| Terraform Power Inc - A | 0.0 | $360k | 23k | 15.39 | |
| Bausch Health Companies (BHC) | 0.0 | $314k | 11k | 29.90 | |
| Zebra Technologies (ZBRA) | 0.0 | $259k | 1.0k | 255.17 | |
| Darden Restaurants (DRI) | 0.0 | $207k | 1.9k | 109.23 | |
| Waste Connections (WCN) | 0.0 | $234k | 2.6k | 90.73 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $1.0k | 1.00 | 1000.00 |
