Titelia

Holdings of Informed Momentum Co LLC

239 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 12.8 % of the equity sleeve

Sector breakdown

  • Technology 3.5 %
  • Industrials 2.4 %
  • Financials 0.8 %
  • Health care 0.6 %
  • Energy 0.5 %
  • Unattributed 92.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US239738.8M $100.00 %

Positions

CompanySharesValueWeight
Advanced Energy Industries Inc 44,57714.4M $
nLight Inc 246,77814.1M $
TTM Technologies Inc 95,2229.3M $
Viavi Solutions Inc 270,1209M $
AXT Inc 155,0118.8M $
Nextpower Inc 70,5398.5M $
Moog Inc 26,7157.8M $
Modine Manufacturing Co 35,2417.6M $
Bloom Energy Corp 55,6807.5M $
Vicor Corp 46,1087.4M $
Sphere Entertainment Co 60,9837.2M $
FormFactor Inc 73,5807.1M $
MYR Group Inc 24,9907.1M $
Babcock & Wilcox Enterprises Inc 475,4867M $
BrightSpring Health Services Inc 162,9986.9M $
Planet Labs PBC 241,1956.7M $
Dana Inc 198,0976.7M $
Astronics Corp 99,4536.6M $
Dycom Industries Inc 19,4066.6M $
Dianthus Therapeutics Inc 76,6406.4M $
Solaris Energy Infrastructure Inc 113,4596.4M $
iShares Trust 104,9496.3M $
EchoStar Corp 53,5946.3M $
FirstCash Holdings Inc 33,2696.3M $
Argan Inc 11,2696.1M $
Praxis Precision Medicines Inc 18,9956.1M $
Fastly Inc 205,5086M $
DigitalOcean Holdings Inc 67,9895.8M $
Huntington Ingalls Industries, Inc. 14,8095.6M $
SiTime Corp 16,1395.6M $
Ensign Group Inc/The 27,4115.5M $
Preformed Line Products Co 20,3595.5M $
Calumet Inc 151,6925.4M $
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 24,0365.3M $
AZZ Inc 42,1595.3M $
Figs Inc 353,9395.2M $
Terns Pharmaceuticals Inc 98,8605.2M $
Archrock Inc 149,6165.2M $
Five Below Inc 22,6515.2M $
AAR Corp 47,1225.2M $
Viasat Inc 110,6155.1M $
Century Aluminum Co 85,7145M $
American Public Education Inc 87,6465M $
Celcuity Inc 43,5915M $
CareTrust REIT Inc 133,9544.9M $
Par Pacific Holdings Inc 77,8394.9M $
Revolution Medicines Inc 50,1224.9M $
Diebold Nixdorf Inc 64,3554.9M $
iRadimed Corp 49,9954.8M $
LSB Industries Inc 321,1004.8M $
Bel Fuse Inc 24,0224.8M $
Liberty Energy Inc 163,3344.7M $
Cogent Biosciences Inc 121,9284.7M $
Phibro Animal Health Corp 84,1064.7M $
PBF Energy Inc 97,1324.6M $
Lincoln Educational Services Corp 112,1274.6M $
Plexus Corp 22,4414.5M $
Oceaneering International Inc 127,2694.5M $
Kulicke & Soffa Industries Inc 68,5204.5M $
Axsome Therapeutics Inc 26,5664.5M $
BWX Technologies Inc 21,9564.5M $
Graham Corp 56,4774.5M $
Vistance Networks Inc 244,6574.5M $
Amprius Technologies Inc 262,0364.4M $
EZCORP Inc 173,9974.4M $
Watts Water Technologies Inc 15,1454.4M $
Magnolia Oil & Gas Corp 139,0054.4M $
Vishay Precision Group Inc 100,3564.4M $
Diversified Healthcare Trust 649,0234.3M $
LightPath Technologies Inc 428,0864.3M $
Kodiak Gas Services Inc 73,5614.3M $
Element Solutions Inc 125,0024.3M $
Krystal Biotech Inc 16,4834.3M $
BorgWarner Inc 78,4614.3M $
Ducommun Inc 34,8694.3M $
Littelfuse Inc 12,4514.2M $
Madison Square Garden Sports Corp 12,8874.1M $
Elanco Animal Health Inc 171,7654.1M $
APA Corp 95,2044M $
Mirum Pharmaceuticals Inc 43,5934M $
Primoris Services Corp 28,1434M $
Universal Technical Institute Inc 110,5944M $
Hasbro Inc 42,5934M $
DT Midstream Inc 29,3814M $
Lattice Semiconductor Corp 42,0283.9M $
Travel + Leisure Co 55,9913.9M $
Atmus Filtration Technologies Inc 66,7803.8M $
Brookdale Senior Living Inc 276,3033.8M $
Proto Labs Inc 65,8233.8M $
VSE Corp 20,2193.7M $
Uranium Energy Corp 274,8343.7M $
Flowserve Corp 50,2393.7M $
Garrett Motion Inc 201,6953.7M $
Palvella Therapeutics Inc 29,3283.7M $
Lumentum Holdings Inc 5,1823.6M $
MKS Inc 15,8143.6M $
Clearway Energy Inc 89,9973.5M $
Kymera Therapeutics Inc 42,3413.5M $
Tango Therapeutics Inc 167,9983.5M $
Clear Secure Inc 72,2443.5M $