New Portfolio
Mar 21, 2022
Below is our new portfolio with approximate pricing based on Monday's close.
We will re-enter the market tomorrow (Tuesday) noon.
| Mon close | 12% | +10% | ||
| AMPH | Amphastar Pharma | 35.45 | 31.02 | 39.00 |
| ACLS | Axcelis Technologies | 78.53 | 68.71 | 86.38 |
| MPWR | Monolithic Power | 464.43 | 406.38 | 510.87 |
| CMC | Commercial Metals | 41.07 | 35.94 | 45.18 |
| ANET | Arista Networks | 131.95 | 115.46 | 145.15 |
| MP | M P Materials | 49.10 | 42.96 | 54.01 |
| ZIM | ZIM Integrated Shipping | 88.01 | 77.01 | 96.81 |
| AOSL | Alpha & Omega Semiconductor | 56.94 | 49.82 | 62.63 |
| NVDA | Nvidia Corp. | 267.34 | 233.92 | 294.07 |
| MATX | Matson Inc. | 119.91 | 104.92 | 131.90 |
Good luck and stay tuned.
Duncan Campbell
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