Informed Momentum Co LLC
274 holdingsFiling period: 2026-03-31Current AUM: $941.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AEIS | Advanced Energy Industries Inc | 44.6K | $14.4M | $12.9M | 1.37% | -4,592 | 2026-03-31 |
| 2 | LASR | nLight Inc | 246.8K | $14.1M | $17.0M | 1.80% | -27,437 | 2026-03-31 |
| 3 | TTMI | TTM Technologies Inc | 95.2K | $9.3M | $11.0M | 1.17% | -50,455 | 2026-03-31 |
| 4 | VIAV | Viavi Solutions Inc | 270.1K | $9.0M | $10.0M | 1.06% | -63,294 | 2026-03-31 |
| 5 | AXTI | AXT Inc | 155.0K | $8.8M | $9.4M | 0.99% | +39.4K | 2026-03-31 |
| 6 | — | Fabrinet | 16.8K | $8.7M | $8.7M | 0.93% | -5,694 | 2026-03-31 |
| 7 | NXT | Nextpower Inc | 70.5K | $8.5M | $6.3M | 0.67% | -7,275 | 2026-03-31 |
| 8 | — | Golar LNG Ltd | 153.7K | $8.3M | $8.3M | 0.88% | -- | 2026-03-31 |
| 9 | MOG/A | Moog Inc | 26.7K | $7.8M | $7.8M | 0.83% | -- | 2026-03-31 |
| 10 | MOD | Modine Manufacturing Co | 35.2K | $7.6M | $7.1M | 0.75% | -- | 2026-03-31 |
| 11 | BE | Bloom Energy Corp | 55.7K | $7.5M | $11.5M | 1.22% | +21.9K | 2026-03-31 |
| 12 | VICR | Vicor Corp | 46.1K | $7.4M | $9.6M | 1.02% | -4,762 | 2026-03-31 |
| 13 | SPHR | Sphere Entertainment Co | 61.0K | $7.2M | $8.7M | 0.93% | -6,255 | 2026-03-31 |
| 14 | FORM | FormFactor Inc | 73.6K | $7.1M | $7.8M | 0.83% | +3.0K | 2026-03-31 |
| 15 | MYRG | MYR Group Inc | 25.0K | $7.1M | $8.3M | 0.88% | -- | 2026-03-31 |
| 16 | BW | Babcock & Wilcox Enterprises Inc | 475.5K | $7.0M | $4.4M | 0.47% | +281.2K | 2026-03-31 |
| 17 | BTSG | BrightSpring Health Services Inc | 163.0K | $6.9M | $9.7M | 1.03% | -16,820 | 2026-03-31 |
| 18 | PL | Planet Labs PBC | 241.2K | $6.7M | $4.9M | 0.52% | -24,968 | 2026-03-31 |
| 19 | DAN | Dana Inc | 198.1K | $6.7M | $5.3M | 0.57% | -- | 2026-03-31 |
| 20 | ATRO | Astronics Corp | 99.5K | $6.6M | $6.9M | 0.73% | -26,706 | 2026-03-31 |
| 21 | DY | Dycom Industries Inc | 19.4K | $6.6M | $7.8M | 0.83% | -1,997 | 2026-03-31 |
| 22 | DNTH | Dianthus Therapeutics Inc | 76.6K | $6.4M | $8.2M | 0.87% | -7,996 | 2026-03-31 |
| 23 | SEI | Solaris Energy Infrastructure Inc | 113.5K | $6.4M | $5.8M | 0.62% | -9,499 | 2026-03-31 |
| 24 | EFXT | Enerflex Ltd | 303.1K | $6.3M | $6.7M | 0.71% | -36,220 | 2026-03-31 |
| 25 | SMIN | Blackrock Inc | 104.9K | $6.3M | $7.3M | 0.78% | +6.1K | 2026-03-31 |
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