StockDriftsStockDriftsTop 50 Dorsey Wright & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA LLC COM | 3.73% | 34.5K | $30.1M | +106.46%(+17.79K) | $510.11(+118.21%) | 2026-03-31 | |
| NEM | NEWMONT CORP COM | 3.24% | 241.3K | $26.1M | +60.71%(+91.17K) | $84.51(+14.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.16% | 146.2K | $25.5M | +64.72%(+57.43K) | $96.87(+101.12%) | 2026-03-31 | |
| APH | AMPHENOL CORP CL A | 3.14% | 200.7K | $25.4M | +55.77%(+71.86K) | $103.19(+59.50%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC COM | 2.96% | 113.2K | $23.9M | +301.87%(+85.00K) | $196.38(+21.67%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP COM | 2.93% | 59.9K | $23.6M | +53.62%(+20.92K) | $294.00(+103.14%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC COM | 2.71% | 15.9K | $21.9M | +87.24%(+7.40K) | $908.95(+91.57%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC COM | 2.39% | 279.1K | $19.3M | +127.48%(+156.39K) | $50.32(+32.65%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 2.3% | 127.1K | $18.6M | +31.57%(+30.50K) | $105.27(+22.82%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP COM | 2.18% | 25.8K | $17.6M | +55.24%(+9.19K) | $374.31(+103.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.44% | +106.95% |
| Top 20 Holdings Unweighted | +28.11% | +110.25% |
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