EDGESTREAM PARTNERS, L.P.

PrivateCIK: 1535061
Location

PRINCETON, NJ

859
Positions
$3.05B
Total AUM (reported)
60.48M
Total Shares

Allocation by class

TOTAL AUM$3.05B859 positions
COM$2.18B71.5%
CL A$226.21M7.4%
COM NEW$159.31M5.2%
COM CL A$72.19M2.4%
COMMON STOCK$41.57M1.4%
SHS$30.56M1.0%
COM SHS$26.32M0.9%

Portfolio Concentration

Top 32.0%4–103.4%11–256.2%Rest88.4%TOP 105.3%0%100%
Top 3$59.58M2.0%
4–10$102.78M3.4%
11–25$190.11M6.2%
Rest$2.70B88.4%

Top 3 weight

2.0%

Top 10 weight

5.3%

Voting Authority Distribution

Total shares with voting rights: 60.48M

Sole

Full voting authority

60.48M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole859
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings859
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares146.49K
TypeSH
Market value$25.55M
0.84%
Sole
146.49K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares28.98K
TypeSH
Market value$18.85M
0.62%
Sole
28.98K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares245.59K
TypeSH
Market value$15.18M
0.50%
Sole
245.59K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares17.87K
TypeSH
Market value$15.12M
0.50%
Sole
17.87K
Shared
0.00
None
0.00

EVERGY INC

SOLE
COM
Shares184.29K
TypeSH
Market value$15.10M
0.50%
Sole
184.29K
Shared
0.00
None
0.00

POPULAR INC

SOLE
COM NEW
Shares111.15K
TypeSH
Market value$14.91M
0.49%
Sole
111.15K
Shared
0.00
None
0.00

INCYTE CORP

SOLE
COM
Shares157.47K
TypeSH
Market value$14.82M
0.49%
Sole
157.47K
Shared
0.00
None
0.00

STATE STR CORP

SOLE
COM
Shares114.37K
TypeSH
Market value$14.48M
0.47%
Sole
114.37K
Shared
0.00
None
0.00

PORTLAND GEN ELEC CO

SOLE
COM NEW
Shares269.15K
TypeSH
Market value$14.20M
0.47%
Sole
269.15K
Shared
0.00
None
0.00

VICI PPTYS INC

SOLE
COM
Shares518.19K
TypeSH
Market value$14.16M
0.46%
Sole
518.19K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM NEW
Shares85.06K
TypeSH
Market value$14.00M
0.46%
Sole
85.06K
Shared
0.00
None
0.00

DT MIDSTREAM INC

SOLE
COMMON STOCK
Shares103.68K
TypeSH
Market value$13.96M
0.46%
Sole
103.68K
Shared
0.00
None
0.00

NORTHERN TR CORP

SOLE
COM
Shares98.79K
TypeSH
Market value$13.79M
0.45%
Sole
98.79K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares37.13K
TypeSH
Market value$13.74M
0.45%
Sole
37.13K
Shared
0.00
None
0.00

REINSURANCE GROUP AMER INC

SOLE
COM NEW
Shares64.48K
TypeSH
Market value$13.16M
0.43%
Sole
64.48K
Shared
0.00
None
0.00

FIRST BANCORP CORPORATION

SOLE
COM NEW
Shares607.97K
TypeSH
Market value$12.99M
0.43%
Sole
607.97K
Shared
0.00
None
0.00

AUTOZONE INC

SOLE
COM
Shares3.82K
TypeSH
Market value$12.89M
0.42%
Sole
3.82K
Shared
0.00
None
0.00

CATHAY GEN BANCORP

SOLE
COM
Shares254.12K
TypeSH
Market value$12.67M
0.42%
Sole
254.12K
Shared
0.00
None
0.00

CAL MAINE FOODS INC

SOLE
COM NEW
Shares154.63K
TypeSH
Market value$12.24M
0.40%
Sole
154.63K
Shared
0.00
None
0.00

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares39.76K
TypeSH
Market value$12.09M
0.40%
Sole
39.76K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares246.51K
TypeSH
Market value$12.08M
0.40%
Sole
246.51K
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares255.30K
TypeSH
Market value$11.91M
0.39%
Sole
255.30K
Shared
0.00
None
0.00

VERRA MOBILITY CORP

SOLE
CL A COM STK
Shares818.60K
TypeSH
Market value$11.70M
0.38%
Sole
818.60K
Shared
0.00
None
0.00

ZIONS BANCORPORATION NATL AS

SOLE
COM
Shares199.68K
TypeSH
Market value$11.51M
0.38%
Sole
199.68K
Shared
0.00
None
0.00

COPART INC

SOLE
COM
Shares342.47K
TypeSH
Market value$11.37M
0.37%
Sole
342.47K
Shared
0.00
None
0.00
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