Informed Momentum Co LLC
Top Portfolio Positions
267 positions ·
$845,087,887 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AEIS |
Advanced Energy Industries Inc
Industrials
|
44,577 | $14,385,443 | 1.70% |
| LASR |
Nlight, Inc.
Technology
|
246,778 | $14,071,281 | 1.67% |
| TTMI |
Ttm Technologies Inc
Technology
|
95,222 | $9,276,527 | 1.10% |
| VIAV |
Viavi Solutions Inc.
Technology
|
270,120 | $8,989,593 | 1.06% |
| AXTI |
Axt Inc
Technology
|
155,011 | $8,832,526 | 1.05% |
| FN |
Fabrinet
Technology
|
16,764 | $8,742,761 | 1.03% |
| NXT |
Nextpower Inc.
Technology
|
70,539 | $8,503,476 | 1.01% |
| GLNG |
Golar Lng Ltd
Energy
|
153,702 | $8,316,815 | 0.98% |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
35,241 | $7,637,077 | 0.90% |
| BE |
Bloom Energy Corp
Industrials
|
55,680 | $7,544,083 | 0.89% |
Portfolio Trend
Holdings in IZEA
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $727,684 | 166,138 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $618,033 | 166,138 | Shares | Sole | 2025-11-14 | |
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