Universe · entity
Informed Momentum Co LLC
Institutional manager (13F) · CIK 1510989
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $338M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Advanced Energy Industries Inc | $14M | 44,577 |
| 2 | nLight Inc | $14M | 246,778 |
| 3 | TTM Technologies Inc | $9M | 95,222 |
| 4 | Viavi Solutions Inc | $9M | 270,120 |
| 5 | AXT Inc | $9M | 155,011 |
| 6 | Fabrinet | $9M | 16,764 |
| 7 | Nextpower Inc | $9M | 70,539 |
| 8 | Golar LNG Ltd | $8M | 153,702 |
| 9 | Moog Inc | $8M | 26,715 |
| 10 | Modine Manufacturing Co | $8M | 35,241 |
| 11 | Bloom Energy Corp | $8M | 55,680 |
| 12 | Vicor Corp | $7M | 46,108 |
| 13 | Sphere Entertainment Co | $7M | 60,983 |
| 14 | FormFactor Inc | $7M | 73,580 |
| 15 | MYR Group Inc | $7M | 24,990 |
| 16 | Babcock & Wilcox Enterprises Inc | $7M | 475,486 |
| 17 | BrightSpring Health Services Inc | $7M | 162,998 |
| 18 | Planet Labs PBC | $7M | 241,195 |
| 19 | Dana Inc | $7M | 198,097 |
| 20 | Astronics Corp | $7M | 99,453 |
| 21 | Dycom Industries Inc | $7M | 19,406 |
| 22 | Dianthus Therapeutics Inc | $6M | 76,640 |
| 23 | Solaris Energy Infrastructure Inc | $6M | 113,459 |
| 24 | Enerflex Ltd | $6M | 303,065 |
| 25 | Blackrock Inc | $6M | 104,949 |
| 26 | EchoStar Corp | $6M | 53,594 |
| 27 | FirstCash Holdings Inc | $6M | 33,269 |
| 28 | Argan Inc | $6M | 11,269 |
| 29 | Praxis Precision Medicines Inc | $6M | 18,995 |
| 30 | National Energy Services Reunited Corp | $6M | 280,139 |
| 31 | Fastly Inc | $6M | 205,508 |
| 32 | DHT Holdings Inc | $6M | 324,678 |
| 33 | DigitalOcean Holdings Inc | $6M | 67,989 |
| 34 | Huntington Ingalls Industries Inc | $6M | 14,809 |
| 35 | SiTime Corp | $6M | 16,139 |
| 36 | Ensign Group Inc/The | $6M | 27,411 |
| 37 | Preformed Line Products Co | $6M | 20,359 |
| 38 | Calumet Inc | $5M | 151,692 |
| 39 | Himalaya Shipping Ltd | $5M | 411,523 |
| 40 | MACOM Technology Solutions Holdings Inc | $5M | 24,036 |
| 41 | Perpetua Resources Corp | $5M | 189,334 |
| 42 | AZZ Inc | $5M | 42,159 |
| 43 | Figs Inc | $5M | 353,939 |
| 44 | Terns Pharmaceuticals Inc | $5M | 98,860 |
| 45 | Archrock Inc | $5M | 149,616 |
| 46 | Five Below Inc | $5M | 22,651 |
| 47 | AAR Corp | $5M | 47,122 |
| 48 | Viasat Inc | $5M | 110,615 |
| 49 | Century Aluminum Co | $5M | 85,714 |
| 50 | Tower Semiconductor Ltd | $5M | 28,577 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.