Scout Investments

Scout Investments as of Sept. 30, 2020

Portfolio Holdings for Scout Investments

Scout Investments holds 315 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Crowdstrike Hldgs Inc cl a (CRWD) 1.6 $72M 524k 137.32
Horizon Therapeutics 1.6 $71M 914k 77.68
Royal Caribbean Cruises (RCL) 1.5 $68M 1.1M 64.73
Lear Corporation (LEA) 1.2 $56M 515k 109.05
Roku (ROKU) 1.2 $54M 287k 188.80
Mid-amer Apt Cmntys Reit (MAA) 1.2 $53M 457k 115.95
Ally Financial (ALLY) 1.1 $51M 2.1M 25.07
D.R. Horton (DHI) 1.1 $49M 653k 75.63
SVB Financial (SIVBQ) 1.1 $48M 200k 240.62
Evercore Partners (EVR) 1.1 $48M 735k 65.46
Floor & Decor Hldgs Inc cl a (FND) 1.0 $46M 618k 74.80
W.W. Grainger (GWW) 0.9 $42M 119k 356.77
Owens Corning (OC) 0.9 $41M 598k 68.81
Thor Industries (THO) 0.9 $39M 413k 95.26
Pulte (PHM) 0.9 $39M 848k 46.29
CenterPoint Energy (CNP) 0.9 $39M 2.0M 19.35
Eagle Materials (EXP) 0.8 $38M 434k 86.32
Zynga 0.8 $37M 4.1M 9.12
Huntsman Corporation (HUN) 0.8 $37M 1.7M 22.21
Skyworks Solutions (SWKS) 0.8 $37M 254k 145.50
Kansas City Southern 0.8 $37M 205k 180.83
Generac Holdings (GNRC) 0.8 $35M 179k 193.64
JetBlue Airways Corporation (JBLU) 0.7 $33M 2.9M 11.33
Brunswick Corporation (BC) 0.7 $32M 535k 58.91
Dollar General (DG) 0.7 $31M 150k 209.62
Lumentum Hldgs (LITE) 0.7 $31M 417k 75.13
Robert Half International (RHI) 0.7 $30M 574k 52.94
Citizens Financial (CFG) 0.7 $30M 1.2M 25.28
Baker Hughes A Ge Company (BKR) 0.7 $30M 2.3M 13.29
Best Buy (BBY) 0.7 $30M 269k 111.29
Pure Storage Inc - Class A (PSTG) 0.7 $30M 1.9M 15.39
Host Hotels & Resorts Reit (HST) 0.7 $30M 2.8M 10.79
Atmos Energy Corporation (ATO) 0.6 $29M 302k 95.59
Casey's General Stores (CASY) 0.6 $29M 163k 177.65
Xylem (XYL) 0.6 $29M 342k 84.12
Knight Swift Transn Hldgs (KNX) 0.6 $29M 703k 40.70
Darden Restaurants (DRI) 0.6 $28M 279k 100.74
Vulcan Materials Company (VMC) 0.6 $28M 206k 135.54
Kirkland Lake Gold 0.6 $28M 569k 48.73
BioMarin Pharmaceutical (BMRN) 0.6 $28M 362k 76.08
Wec Energy Group (WEC) 0.6 $28M 284k 96.90
One Gas (OGS) 0.6 $28M 399k 69.01
CMS Energy Corporation (CMS) 0.6 $27M 446k 61.41
Lincoln National Corporation (LNC) 0.6 $27M 870k 31.33
Insulet Corporation (PODD) 0.6 $27M 115k 236.59
Prologis Reit (PLD) 0.6 $26M 263k 100.62
Carnival Corporation (CCL) 0.6 $26M 1.7M 15.18
Martin Marietta Materials (MLM) 0.6 $25M 108k 235.36
United Rentals (URI) 0.6 $25M 145k 174.50
Marathon Petroleum Corp (MPC) 0.6 $25M 864k 29.34
Aerojet Rocketdy 0.6 $25M 634k 39.89
eBay (EBAY) 0.6 $25M 482k 52.10
FTI Consulting (FCN) 0.6 $25M 236k 105.97
Bwx Technologies (BWXT) 0.6 $25M 441k 56.31
stock 0.5 $24M 126k 188.13
Copart (CPRT) 0.5 $24M 225k 105.16
Zebra Technologies (ZBRA) 0.5 $24M 94k 252.46
Darling International (DAR) 0.5 $23M 649k 36.03
Abiomed 0.5 $23M 83k 277.06
Docusign (DOCU) 0.5 $23M 107k 215.24
American Eagle Outfitters (AEO) 0.5 $23M 1.5M 14.81
Americold Realty T Reit (COLD) 0.5 $23M 634k 35.75
Neurocrine Biosciences (NBIX) 0.5 $23M 235k 96.16
Agnc Investment Corp Reit (AGNC) 0.5 $23M 1.6M 13.91
Workday Inc cl a (WDAY) 0.5 $23M 104k 215.13
Edwards Lifesciences (EW) 0.5 $22M 281k 79.82
Healthcare Realty Trust Incorporated Reit 0.5 $22M 742k 30.12
Alaska Air (ALK) 0.5 $22M 607k 36.63
Agree Realty Corp Reit (ADC) 0.5 $22M 346k 63.64
Monolithic Power Systems (MPWR) 0.5 $22M 79k 279.61
Pentair cs (PNR) 0.5 $22M 478k 45.77
Solaredge Technologies (SEDG) 0.5 $22M 91k 238.35
Brown & Brown (BRO) 0.5 $22M 480k 45.27
Advanced Micro Devices (AMD) 0.5 $21M 261k 81.99
KLA-Tencor Corporation (KLAC) 0.5 $21M 110k 193.74
Paychex (PAYX) 0.5 $21M 263k 79.77
Texas Roadhouse (TXRH) 0.4 $20M 330k 60.79
Teladoc (TDOC) 0.4 $20M 91k 219.25
AGCO Corporation (AGCO) 0.4 $20M 268k 74.27
Match Group (MTCH) 0.4 $20M 179k 110.65
Chipotle Mexican Grill (CMG) 0.4 $20M 16k 1243.74
Evergy (EVRG) 0.4 $20M 386k 50.82
Voya Financial (VOYA) 0.4 $20M 407k 47.93
Timken Company (TKR) 0.4 $19M 358k 54.22
Expedia (EXPE) 0.4 $19M 212k 91.69
L3harris Technologies (LHX) 0.4 $19M 113k 169.84
Dxc Technology (DXC) 0.4 $19M 1.1M 17.85
Marvell Technology Group 0.4 $19M 470k 39.70
CoStar (CSGP) 0.4 $19M 22k 848.50
Hartford Financial Services (HIG) 0.4 $19M 504k 36.86
Vail Resorts (MTN) 0.4 $19M 86k 213.97
Booking Holdings (BKNG) 0.4 $18M 11k 1710.69
Albemarle Corporation (ALB) 0.4 $18M 203k 89.28
Keysight Technologies (KEYS) 0.4 $18M 182k 98.78
Spotify Technology Sa (SPOT) 0.4 $18M 73k 242.57
Chewy Inc cl a (CHWY) 0.4 $17M 315k 54.83
Take-Two Interactive Software (TTWO) 0.4 $17M 104k 165.22
Exelixis (EXEL) 0.4 $17M 691k 24.45
Amer (UHAL) 0.4 $17M 47k 355.98
Lamb Weston Hldgs (LW) 0.4 $17M 254k 66.27
AFLAC Incorporated (AFL) 0.4 $17M 462k 36.35
Garmin (GRMN) 0.4 $17M 175k 94.86
Masimo Corporation (MASI) 0.4 $17M 70k 236.06
Synovus Finl (SNV) 0.4 $17M 782k 21.17
Marsh & McLennan Companies (MMC) 0.4 $16M 141k 114.70
Teleflex Incorporated (TFX) 0.4 $16M 47k 340.42
Hecla Mining Company (HL) 0.3 $16M 3.0M 5.08
Hexcel Corporation (HXL) 0.3 $15M 458k 33.55
Prudential Adr (PUK) 0.3 $15M 531k 28.59
Tree (TREE) 0.3 $15M 49k 306.90
Zscaler Incorporated (ZS) 0.3 $15M 107k 140.69
Omnicell (OMCL) 0.3 $15M 202k 74.66
Universal Display Corporation (OLED) 0.3 $15M 83k 180.74
LHC 0.3 $15M 70k 212.56
Agnico (AEM) 0.3 $15M 187k 79.61
Iac Interactive Ord 0.3 $15M 124k 119.78
ON Semiconductor (ON) 0.3 $15M 673k 21.69
Clorox Company (CLX) 0.3 $15M 69k 210.17
Boston Beer Company (SAM) 0.3 $15M 17k 883.35
Textron (TXT) 0.3 $15M 403k 36.09
Tractor Supply Company (TSCO) 0.3 $14M 101k 143.34
Allianz Societas Europaea-se Adr (ALIZY) 0.3 $14M 751k 19.15
Lamar Advertising Company Reit (LAMR) 0.3 $14M 217k 66.17
Delta Air Lines (DAL) 0.3 $14M 468k 30.58
Henkel Ag & Co. Kgaa Adr (HENOY) 0.3 $14M 524k 26.20
EOG Resources (EOG) 0.3 $14M 382k 35.94
Royal Dutch Shell Adr 0.3 $14M 566k 24.22
Lululemon Athletica (LULU) 0.3 $14M 42k 329.37
Nestle Sa/ag Adr (NSRGY) 0.3 $13M 112k 119.25
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $13M 60k 223.97
Xilinx 0.3 $13M 126k 104.24
Diageo Adr (DEO) 0.3 $13M 96k 137.66
Novo Nordisk A/s Adr (NVO) 0.3 $13M 185k 69.43
Live Nation Entertainment (LYV) 0.3 $13M 236k 53.88
Bancolombia Adr 0.3 $13M 495k 25.55
Everest Re Group (EG) 0.3 $13M 64k 197.54
O'reilly Automotive (ORLY) 0.3 $13M 27k 461.07
Wal-mart De Mexico Adr (WMMVY) 0.3 $13M 525k 23.94
Proofpoint 0.3 $13M 119k 105.55
Emergent BioSolutions (EBS) 0.3 $13M 121k 103.33
Novartis Adr (NVS) 0.3 $13M 144k 86.96
Mettler-Toledo International (MTD) 0.3 $13M 13k 965.73
Nortonlifelock (GEN) 0.3 $12M 593k 20.84
Black Knight 0.3 $12M 139k 87.05
Zoom Video Communications In cl a (ZM) 0.3 $12M 26k 470.12
Enbridge (ENB) 0.3 $12M 402k 29.20
Analog Devices (ADI) 0.3 $12M 101k 116.74
Tandem Diabetes Care (TNDM) 0.3 $12M 101k 113.50
Novocure Ltd ord (NVCR) 0.3 $12M 103k 111.31
NuVasive 0.3 $11M 234k 48.57
CF Industries Holdings (CF) 0.3 $11M 368k 30.71
Installed Bldg Prods (IBP) 0.2 $11M 111k 101.75
Servicenow (NOW) 0.2 $11M 23k 485.01
Sap Se Adr (SAP) 0.2 $11M 72k 155.81
Proto Labs (PRLB) 0.2 $11M 86k 129.50
Medpace Hldgs (MEDP) 0.2 $11M 100k 111.75
Ihs Markit 0.2 $11M 141k 78.51
Arista Networks 0.2 $11M 53k 206.92
Trade Desk (TTD) 0.2 $11M 21k 518.80
Bhp Group Adr (BHP) 0.2 $11M 208k 51.71
Moody's Corporation (MCO) 0.2 $11M 37k 289.86
Arch Capital Group (ACGL) 0.2 $11M 362k 29.25
Ryanair Holdings Adr (RYAAY) 0.2 $11M 129k 81.76
Lgi Homes (LGIH) 0.2 $10M 89k 116.17
Entegris (ENTG) 0.2 $10M 138k 74.34
Credicorp (BAP) 0.2 $10M 83k 123.99
Tyson Foods (TSN) 0.2 $10M 171k 59.48
Iaa 0.2 $10M 194k 52.07
MarketAxess Holdings (MKTX) 0.2 $10M 21k 481.59
Chart Industries (GTLS) 0.2 $10M 142k 70.27
Pool Corporation (POOL) 0.2 $9.9M 30k 334.56
Universal Health Services (UHS) 0.2 $9.8M 92k 107.02
Descartes Sys Grp (DSGX) 0.2 $9.5M 167k 56.98
W.R. Berkley Corporation (WRB) 0.2 $9.5M 156k 61.15
Henry Schein (HSIC) 0.2 $9.4M 160k 58.78
Veeva Sys Inc cl a (VEEV) 0.2 $9.4M 34k 281.19
AMN Healthcare Services (AMN) 0.2 $9.3M 159k 58.46
Euronet Worldwide (EEFT) 0.2 $9.2M 101k 91.10
Insmed (INSM) 0.2 $9.1M 284k 32.14
Cohen & Steers (CNS) 0.2 $8.9M 161k 55.74
Bruker Corporation (BRKR) 0.2 $8.8M 223k 39.75
Semtech Corporation (SMTC) 0.2 $8.8M 166k 52.96
Pra Health Sciences 0.2 $8.7M 86k 101.44
ICU Medical, Incorporated (ICUI) 0.2 $8.4M 46k 182.77
Envestnet (ENV) 0.2 $8.4M 109k 77.16
Align Technology (ALGN) 0.2 $8.4M 26k 327.37
Tpi Composites (TPICQ) 0.2 $8.0M 277k 28.96
Biotelemetry 0.2 $8.0M 175k 45.58
Adapthealth Corp -a (AHCO) 0.2 $7.9M 364k 21.81
Westlake Chemical Corporation (WLK) 0.2 $7.9M 125k 63.22
Insperity (NSP) 0.2 $7.9M 121k 65.49
Kratos Defense & Security Solutions (KTOS) 0.2 $7.9M 408k 19.28
Inphi Corporation 0.2 $7.8M 70k 112.26
NeoGenomics (NEO) 0.2 $7.8M 211k 36.89
Upland Software (UPLD) 0.2 $7.7M 205k 37.70
U.S. Physical Therapy (USPH) 0.2 $7.7M 89k 86.88
Halozyme Therapeutics (HALO) 0.2 $7.7M 294k 26.28
IDEXX Laboratories (IDXX) 0.2 $7.7M 20k 393.09
Ii-vi 0.2 $7.7M 190k 40.56
Balchem Corporation (BCPC) 0.2 $7.7M 79k 97.63
Burlington Stores (BURL) 0.2 $7.7M 37k 206.08
Huntington Ingalls Inds (HII) 0.2 $7.4M 53k 140.75
Healthequity (HQY) 0.2 $7.4M 145k 51.37
Nxp Semiconductors N V (NXPI) 0.2 $7.4M 59k 124.81
Cabot Oil & Gas Corporation (CTRA) 0.2 $7.4M 424k 17.36
Performance Food (PFGC) 0.2 $7.4M 212k 34.62
Lam Research Corporation 0.2 $7.3M 22k 331.77
Verisk Analytics (VRSK) 0.2 $7.3M 39k 185.30
White Mountains Insurance Gp (WTM) 0.2 $7.3M 9.3k 779.03
Cousins Properties Incorporated Reit (CUZ) 0.2 $7.2M 253k 28.59
Dex (DXCM) 0.2 $7.1M 17k 412.21
J Global (ZD) 0.2 $7.1M 103k 69.22
Twitter 0.2 $7.1M 160k 44.50
Vericel (VCEL) 0.2 $6.8M 369k 18.53
Molina Healthcare (MOH) 0.1 $6.7M 37k 183.04
Qualys (QLYS) 0.1 $6.7M 68k 98.01
Power Integrations (POWI) 0.1 $6.5M 118k 55.40
Qts Realty Trust Reit 0.1 $6.5M 103k 63.02
Allison Transmission Hldngs I (ALSN) 0.1 $6.5M 184k 35.14
Fabrinet (FN) 0.1 $6.4M 102k 63.03
Integer Hldgs (ITGR) 0.1 $6.3M 107k 59.01
Plexus (PLXS) 0.1 $6.2M 88k 70.63
Box Inc cl a (BOX) 0.1 $5.8M 332k 17.36
Verint Systems (VRNT) 0.1 $5.8M 119k 48.18
Dycom Industries (DY) 0.1 $5.7M 107k 52.82
Monro Muffler Brake (MNRO) 0.1 $5.6M 139k 40.57
I3 Verticals (IIIV) 0.1 $5.6M 222k 25.25
Systemax 0.1 $5.6M 233k 23.94
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $5.6M 69k 81.07
Supernus Pharmaceuticals (SUPN) 0.1 $5.6M 267k 20.84
Alliant Energy Corporation (LNT) 0.1 $5.5M 107k 51.65
Eagle Pharmaceuticals (EGRX) 0.1 $5.5M 129k 42.48
ePlus (PLUS) 0.1 $5.3M 72k 73.21
Applied Industrial Technologies (AIT) 0.1 $5.3M 95k 55.10
Ambarella (AMBA) 0.1 $5.2M 100k 52.19
Forward Air Corporation 0.1 $4.9M 86k 57.38
Pra (PRAA) 0.1 $4.9M 122k 39.95
Albany International (AIN) 0.1 $4.9M 98k 49.51
Masco Corporation (MAS) 0.1 $4.8M 87k 55.13
Cracker Barrel Old Country Store (CBRL) 0.1 $4.7M 41k 114.66
Green Dot Corporation (GDOT) 0.1 $4.6M 90k 50.61
Centene Corporation (CNC) 0.1 $4.6M 78k 58.33
HMS Holdings 0.1 $4.5M 189k 23.95
Cantel Medical 0.1 $4.4M 101k 43.94
iRobot Corporation (IRBT) 0.1 $4.4M 58k 75.90
Gpo Fin Banorte Adr (GBOOY) 0.1 $4.3M 248k 17.22
Healthcare Services (HCSG) 0.1 $4.3M 198k 21.53
Caretrust Reit Reit (CTRE) 0.1 $4.1M 229k 17.79
Bofi Holding (AX) 0.1 $4.1M 175k 23.31
Stoneridge (SRI) 0.1 $4.0M 220k 18.37
Brit Amer Tobacco Adr (BTI) 0.1 $4.0M 112k 36.15
PetMed Express (PETS) 0.1 $4.0M 127k 31.62
Axa Adr (AXAHY) 0.1 $3.9M 212k 18.53
Hilltop Holdings (HTH) 0.1 $3.9M 189k 20.58
United Overseas Bank Adr (UOVEY) 0.1 $3.9M 137k 28.17
Etsy (ETSY) 0.1 $3.8M 31k 121.64
Orix Corporation Adr (IX) 0.1 $3.8M 60k 62.57
Singapore Telecommunications Adr (SGAPY) 0.1 $3.7M 238k 15.66
Peloton Interactive Inc cl a (PTON) 0.1 $3.7M 38k 99.25
Carlisle Companies (CSL) 0.1 $3.7M 30k 122.37
Fresenius Se & Co. Kgaa Adr (FSNUY) 0.1 $3.7M 324k 11.40
CNO Financial (CNO) 0.1 $3.7M 230k 16.04
Discover Financial Services 0.1 $3.7M 64k 57.78
Delphi Automotive Inc international 0.1 $3.7M 40k 91.68
Tokyo Electron Adr (TOELY) 0.1 $3.6M 56k 64.95
Banco Bilbao Vizcaya Argentaria Adr (BBVA) 0.1 $3.6M 1.3M 2.74
Bnp Paribas Adr (BNPQY) 0.1 $3.5M 194k 18.27
Mtn Group Adr (MTNOY) 0.1 $3.5M 1.0M 3.42
Cheesecake Factory Incorporated (CAKE) 0.1 $3.5M 126k 27.74
Dnb Asa Adr 0.1 $3.5M 252k 13.75
Astellas Pharma Adr (ALPMY) 0.1 $3.4M 226k 14.91
Reckitt Benck Grp Adr (RBGLY) 0.1 $3.3M 170k 19.65
Coca-cola Hbc Adr (CCHGY) 0.1 $3.3M 133k 24.67
Volkswagen Aktiengesellschaft Adr (VWAGY) 0.1 $3.3M 184k 17.74
Compass Group Adr (CMPGY) 0.1 $3.3M 215k 15.09
Sandvik A/b Adr (SDVKY) 0.1 $3.2M 164k 19.71
Impinj (PI) 0.1 $3.2M 122k 26.35
G-III Apparel (GIII) 0.1 $3.1M 240k 13.11
Nitto Electric Industrial Adr (NDEKY) 0.1 $3.1M 94k 32.60
Pan Pacific Intl Hldgs Corp Adr/gdr (DQJCY) 0.1 $3.0M 129k 23.45
Roche Holdings Adr (RHHBY) 0.1 $3.0M 70k 42.81
Jgc Holdings Corporation Adr (JGCCY) 0.1 $3.0M 142k 21.05
CSL Adr (CSLLY) 0.1 $3.0M 29k 103.38
Adecco Group Adr (AHEXY) 0.1 $2.9M 111k 26.23
Kering Adr (PPRUY) 0.1 $2.9M 44k 66.54
Kubota Corp Adr (KUBTY) 0.1 $2.9M 32k 90.06
Siemens Adr (SIEGY) 0.1 $2.9M 41k 69.65
Total Se Adr (TTE) 0.1 $2.9M 83k 34.30
Abb Adr (ABBNY) 0.1 $2.9M 112k 25.45
Air Liquide Adr (AIQUY) 0.1 $2.9M 90k 31.81
Komatsu Adr (KMTUY) 0.1 $2.8M 128k 22.00
Givaudan Sa Adr (GVDNY) 0.1 $2.8M 32k 86.31
WPP Adr (WPP) 0.1 $2.7M 69k 39.25
Munich Reinsurance Adr (MURGY) 0.1 $2.6M 103k 25.40
L'oreal Adr (LRLCY) 0.1 $2.6M 39k 65.15
Continental Adr (CTTAY) 0.1 $2.4M 227k 10.81
Woodside Petroleum Adr (WDS) 0.1 $2.4M 185k 12.84
Imperial Oil (IMO) 0.1 $2.4M 198k 11.96
Lindblad Expeditions Hldgs I (LIND) 0.1 $2.3M 268k 8.51
Sysmex Corp Adr (SSMXY) 0.0 $2.2M 46k 47.99
Basf Se Adr (BASFY) 0.0 $2.2M 143k 15.29
Varex Imaging (VREX) 0.0 $2.1M 165k 12.72
Dassault Systemes Adr (DASTY) 0.0 $1.9M 10k 187.51
Aac Technologies H Adr (AACAY) 0.0 $1.9M 344k 5.38
Blucora 0.0 $1.7M 185k 9.42
Fanuc Corporation Adr (FANUY) 0.0 $1.7M 90k 19.16
Core Laboratories 0.0 $1.0M 69k 15.27
Persimmon Adr (PSMMY) 0.0 $289k 4.5k 64.83
Northern Star Resources (NESRF) 0.0 $252k 25k 9.94
Kao Corp Adr (KAOOY) 0.0 $244k 16k 14.99
Kddi Corp Adr (KDDIY) 0.0 $234k 19k 12.54
Coloplast As Adr (CLPBY) 0.0 $231k 15k 15.75
Kose Corporation Adr (KSRYY) 0.0 $207k 8.4k 24.63
Unicharm Corp Adr (UNICY) 0.0 $199k 22k 9.00
Canadian Natural Resources (CNQ) 0.0 $169k 11k 16.02