StockDriftsStockDriftsTop 25 Scalar Gauge Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FN | Fabrinet | 12.58% | 25.0K | $13.0M | +35.14%(+6.50K) | $332.45(+117.19%) | 2026-03-31 | |
| CLS | Celestica Inc | 8.69% | 32.0K | $9.0M | -11.11%(-4.00K) | $119.40(+200.29%) | 2026-03-31 | |
| LGN | Legence Corp | 8.17% | 150.0K | $8.5M | new | $49.75(+69.45%) | 2026-03-31 | |
| FIX | Comfort Systems USA Inc | 8.11% | 6.1K | $8.4M | new | $680.70(+192.75%) | 2026-03-31 | |
| ONTO | Onto Innovation Inc | 7.12% | 36.0K | $7.4M | new | $181.47(+49.76%) | 2026-03-31 | |
| VRT | Vertiv Holdings Co | 5.8% | 24.0K | $6.0M | new | $206.29(+79.81%) | 2026-03-31 | |
| BL | Blackline Inc | 5.47% | 153.1K | $5.7M | -70.98%(-374.65K) | $56.23(-51.54%) | 2026-03-31 | |
| AAOI | Applied Optoelectronics Inc | 4.84% | 59.3K | $5.0M | -56.71%(-77.70K) | $30.40(+526.29%) | 2026-03-31 | |
| CGNT | Cognyte Software Ltd | 4.29% | 549.0K | $4.4M | -39.27%(-355.07K) | $7.54(+29.77%) | 2026-03-31 | |
| SIMO | Silicon Motion Technology Corp | 4.22% | 39.0K | $4.4M | new | $102.49(+153.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.03% | +9.36% |
| Top 20 Holdings Unweighted | +8.93% | +29.26% |
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