» Holdings: 75
» Holdings in Top 20: 70.21%
» Qtr over Qtr Change**: +21.81%
Top Holdings:
$Ascendis Pharma A/S (ASND.US)$
$Vaxcyte (PCVX.US)$
$Legend Biotech (LEGN.US)$
$Janux Therapeutics (JANX.US)$
$Aerovate (AVTE.US)$
$Rhythm Pharmaceuticals (RYTM.US)$
$Evolent Health (EVH.US)$
$NewAmsterdam Pharma (NAMS.US)$
$RxSight (RXST.US)$
$TYRA BIOSCIENCES, INC. (TYRA.US)$
$Edgewise Therapeutics (EWTX.US)$
$4D Molecular Therapeutics (FDMT.US)$
$Biogen (BIIB.US)$
$PepGen (PEPG.US)$
...

Upgrades
• $New Oriental (EDU.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $36.60 (from $18.80)
• $ExlService (EXLS.US)$ : Needham Upgrades to Buy from Hold - PT $190
• $First Solar (FSLR.US)$ : Oppenheimer Upgrades to Outperform from Perform
• $Mid-America Apartment Communities Inc (MAA.US)$ : JMP Securities Upgrades to Market Outperform from Market Perform - PT $220
• $Northrop Grumman (NOC.US)$ : Baird Upgrades to Outp...

$Boeing (BA.US)$ Boeing said that the U.S. Department of Defense has awarded it a follow-up contract worth 23.8 billion U.S. dollars to provide 10-year service for the C-17 transport aircraft. It is reported that Boeing will continue to provide engineering, field support and materials management services for 275 aircraft of the U.S. Air Force and eight global partners
$Walgreens Boots Alliance (WBA.US)$ $Evolent Health (EVH.US)$ It is reported that Walgreens Boots Alliance is weighing the acquisition of Evolent Health, a provider of medical insurance services.
$Robinhood (HOOD.US)$ Robinhood said it has established a content partnership with Snapchat to bring "Snacks" financial content services to Snapchat's mobile users