Diff di portafoglio
Janus Henderson Group Plc
Q4 2025 ⇄ Q1 2026
+79Aggiunto
−77Rimossa
200Ridimensionato
942Invariato
Aggiunto (Q1 2026)
Rimossa (era detenuto in Q4 2025)
Posizioni ridimensionate
| Strumento finanziario | Q4 2025 azioni | Q1 2026 azioni | Variazione |
|---|---|---|---|
| DMRA DAMORA THERAPEUTICS INC | 1.74K | 2.36M | +135765.2% |
| NERV MINERVA NEUROSCIENCES… | 9.00K | 4.29M | +47614.0% |
| JKHY HENRY JACK & ASSOC INC | 8.02K | 1.08M | +13343.0% |
| GPGI GPGI INC | 19.22K | 2.12M | +10911.0% |
| AEP AMERICAN ELEC PWR CO INC | 25.00K | 2.22M | +8776.8% |
| DUK DUKE ENERGY CORP NEW | 51.09K | 2.74M | +5254.4% |
| GEV GE VERNOVA INC | 34.09K | 1.52M | +4358.6% |
| SEMR SEMRUSH HLDGS INC | 18.63K | 790.14K | +4141.5% |
| STX SEAGATE TECHNOLOGY… | 24.36K | 967.53K | +3872.1% |
| ALAB ASTERA LABS INC | 11.41K | 433.17K | +3696.4% |
| LMT LOCKHEED MARTIN CORP | 12.54K | 451.28K | +3497.5% |
| GSHD GOOSEHEAD INS INC | 10.79K | 386.91K | +3485.1% |
| WEC WEC ENERGY GROUP INC | 20.38K | 700.53K | +3337.5% |
| SUNC SUNOCOCORP LLC | 18.00K | 583.03K | +3139.1% |
| DAWN DAY ONE… | 21.30K | 546.43K | +2465.4% |
| MOD MODINE MFG CO | 22.28K | 523.51K | +2249.9% |
| SO SOUTHERN CO | 77.50K | 1.71M | +2111.0% |
| AUR AURORA INNOVATION INC | 518.40K | 11.24M | +2068.8% |
| LIVN LIVANOVA PLC | 22.68K | 471.38K | +1978.8% |
| PFSI PENNYMAC FINL SVCS INC… | 13.51K | 267.87K | +1882.2% |
| DBD DIEBOLD NIXDORF INC | 6.60K | 126.39K | +1815.0% |
| HLX HELIX ENERGY SOLUTIONS… | 63.15K | 1.06M | +1571.3% |
| ENR ENERGIZER HLDGS INC | 27.32K | 453.95K | +1561.6% |
| AAMI ACADIAN ASSET… | 12.43K | 195.34K | +1471.1% |
| ROKU ROKU INC | 58.76K | 834.62K | +1320.4% |
| ANIP ANI PHARMACEUTICALS INC | 7.78K | 109.55K | +1308.1% |
| TRNO TERRENO RLTY CORP | 47.52K | 642.75K | +1252.5% |
| EBAY EBAY INC. | 67.05K | 877.68K | +1209.0% |
| SLDE SLIDE INS HLDGS INC | 13.80K | 172.68K | +1151.3% |
| BHVN BIOHAVEN LTD | 1.41M | 17.53M | +1145.9% |
| CHH CHOICE HOTELS INTL INC | 12.58K | 139.55K | +1009.6% |
| BSY BENTLEY SYS INC | 6.87K | 75.50K | +999.5% |
| DBRG DIGITALBRIDGE GROUP INC | 74.37K | 812.38K | +992.3% |
| TENX TENAX THERAPEUTICS INC | 166.67K | 1.82M | +989.3% |
| IEX IDEX CORP | 7.73K | 81.44K | +953.1% |
| ADEA ADEIA INC | 45.16K | 473.44K | +948.3% |
| AZN ASTRAZENECA PLC | 1.21M | 11.95M | +889.9% |
| GBCI GLACIER BANCORP INC NEW | 56.28K | 555.76K | +887.5% |
| IPAR INTERPARFUMS INC | 9.11K | 89.03K | +877.1% |
| DVN DEVON ENERGY CORP NEW | 27.60K | 262.10K | +849.7% |
| PIPR PIPER SANDLER COMPANIES | 51.70K | 482.18K | +832.7% |
| WTRG ESSENTIAL UTILS INC | 13.47K | 125.20K | +829.7% |
| GERN GERON CORP | 239.36K | 2.22M | +826.7% |
| PLTR PALANTIR TECHNOLOGIES… | 371.06K | 3.32M | +795.6% |
| HOOD ROBINHOOD MKTS INC | 81.10K | 713.96K | +780.4% |
| CSTM CONSTELLIUM SE | 50.15K | 439.30K | +775.9% |
| RCAT RED CAT HLDGS INC | 47.12K | 392.81K | +733.7% |
| CON CONCENTRA GROUP… | 51.01K | 419.77K | +722.9% |
| VVX V2X INC | 12.11K | 97.88K | +708.3% |
| OUST OUSTER INC | 22.07K | 177.90K | +706.0% |
| SFBS SERVISFIRST BANCSHARES… | 24.27K | 190.65K | +685.5% |
| FOLD AMICUS THERAPEUTIC | 137.57K | 1.07M | +680.6% |
| ETSY ETSY INC | 38.42K | 279.41K | +627.2% |
| CLMT CALUMET INC | 31.30K | 217.95K | +596.3% |
| NET CLOUDFLARE INC | 35.34K | 241.37K | +583.1% |
| SHBI SHORE BANCSHARES INC | 56.08K | 380.28K | +578.2% |
| DRI DARDEN RESTAURANTS INC | 12.59K | 80.81K | +541.7% |
| SPG SIMON PPTY GROUP INC NEW | 53.35K | 338.77K | +535.0% |
| CTRA COTERRA ENERGY INC | 52.81K | 318.59K | +503.3% |
| SEE SEALED AIR CORP NEW | 63.10K | 378.57K | +500.0% |
| NTNX NUTANIX INC | 19.92K | 117.80K | +491.5% |
| AFG AMERICAN FINANCIAL… | 5.19K | 30.50K | +487.7% |
| BXP BXP INC | 12.02K | 69.91K | +481.7% |
| PAYC PAYCOM SOFTWARE INC | 4.09K | 23.20K | +467.2% |
| BTSG BRIGHTSPRING HEALTH… | 41.46K | 228.94K | +452.3% |
| IREN IREN LIMITED | 6.39K | 34.49K | +439.4% |
| DOCU DOCUSIGN INC | 18.58K | 97.11K | +422.7% |
| CRBG COREBRIDGE FINL INC | 10.93K | 56.23K | +414.3% |
| RNG RINGCENTRAL INC | 34.71K | 177.97K | +412.7% |
| BIOA BIOAGE LABS INC | 409.21K | 2.09M | +411.8% |
| ITGR INTEGER HLDGS CORP | 16.39K | 83.39K | +408.8% |
| KAI KADANT INC | 11.09K | 56.16K | +406.6% |
| OII OCEANEERING INTL INC | 44.02K | 217.25K | +393.6% |
| BKD BROOKDALE SR LIVING INC | 104.94K | 511.50K | +387.4% |
| AEBI AEBI SCHMIDT HLDG AG | 16.07K | 77.71K | +383.5% |
| BAX BAXTER INTL INC | 51.22K | 237.68K | +364.1% |
| TXT TEXTRON INC | 17.02K | 78.81K | +363.1% |
| RRX REGAL REXNORD… | 27.61K | 127.68K | +362.4% |
| BCO BRINKS CO | 38.64K | 175.37K | +353.8% |
| BDC BELDEN INC | 34.46K | 155.67K | +351.7% |
| ARE ALEXANDRIA REAL ESTATE… | 16.65K | 72.56K | +335.8% |
| XERS XERIS BIOPHARMA… | 69.89K | 295.49K | +322.8% |
| APLD APPLIED DIGITAL CORP | 187.60K | 785.15K | +318.5% |
| CAH CARDINAL HEALTH INC | 176.02K | 735.47K | +317.8% |
| SRE SEMPRA | 78.89K | 328.85K | +316.9% |
| CF CF INDUSTRIES HOLD | 17.98K | 72.72K | +304.4% |
| TRMB TRIMBLE INC | 26.78K | 107.73K | +302.3% |
| JLL JONES LANG LASALLE INC | 21.55K | 84.30K | +291.3% |
| RIGL RIGEL PHARMACEUTICALS… | 36.22K | 135.88K | +275.2% |
| ACT ENACT HLDGS INC | 11.12K | 40.94K | +268.1% |
| AKAM AKAMAI TECHNOLOGIES INC | 59.62K | 214.97K | +260.6% |
| RACE FERRARI N V | 89.33K | 320.94K | +259.3% |
| GFF GRIFFON CORP | 68.05K | 241.73K | +255.2% |
| CEG CONSTELLATION ENERGY… | 30.38K | 104.33K | +243.5% |
| USFD US FOODS HLDG CORP | 99.38K | 331.03K | +233.1% |
| DY DYCOM INDS INC | 12.52K | 40.23K | +221.4% |
| BMRN BIOMARIN PHARMACEUTICAL… | 276.33K | 857.01K | +210.1% |
| COP CONOCOPHILLIPS | 1.20M | 3.70M | +207.9% |
| VCTR VICTORY CAP HLDGS INC… | 19.15K | 58.13K | +203.5% |
| WWW WOLVERINE WORLD WIDE INC | 34.84K | 103.78K | +197.9% |
| TILE INTERFACE INC | 25.43K | 75.02K | +195.0% |
| WH WYNDHAM HOTELS &… | 34.29K | 100.95K | +194.4% |
| SOLV SOLVENTUM CORP | 11.69K | 32.78K | +180.5% |
| RXT RACKSPACE TECHNOLOGY INC | 1.05M | 2.94M | +179.7% |
| SNEX STONEX GROUP INC | 48.57K | 134.86K | +177.7% |
| SM SM ENERGY COMPANY | 45.36K | 124.44K | +174.3% |
| ATEN A10 NETWORKS INC | 32.28K | 87.50K | +171.1% |
| ATS ATS CORPORATION | 861.84K | 2.30M | +166.5% |
| SJM SMUCKER J M CO | 17.74K | 47.12K | +165.5% |
| LITE LUMENTUM HLDGS INC | 215.51K | 567.18K | +163.2% |
| AZZ AZZ INC | 33.68K | 88.27K | +162.1% |
| CBRE CBRE GROUP INC | 450.86K | 1.16M | +157.8% |
| RDW REDWIRE CORPORATION | 21.20K | 54.60K | +157.5% |
| BE BLOOM ENERGY CORP | 58.33K | 150.09K | +157.3% |
| FMNB FARMERS NATIONAL BANC… | 13.79K | 34.99K | +153.8% |
| NATL NCR ATLEOS CORPORATION | 32.28K | 81.48K | +152.4% |
| JAAA JANUS DETROIT STR TR | 1.17M | 2.94M | +152.2% |
| WAY WAYSTAR HLDG CORP | 789.69K | 1.99M | +152.1% |
| HTFL HEARTFLOW INC | 865.56K | 2.18M | +152.0% |
| TRGP TARGA RES CORP | 14.46K | 35.23K | +143.6% |
Confronto grezzo del numero di azioni tra i due trimestri selezionati (come dichiarato; gli split tra trimestri distanti non sono rettificati qui — le schede delle variazioni trimestrali nella pagina del manager sono rettificate per split). Solo posizioni in azioni ordinarie con ticker associati.
Provenienza: Entrambe le istantanee provengono dalle tabelle informative 13F analizzate del gestore (ultime versioni accettate).
← Torna alla scheda del gestore