<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IGM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IGM compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>IGM: filing for 2026-06-30 -- 16 added, 8 dropped, turnover 12.7%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>289 positions became 297: 16 added (0.17% of the fund), 8 dropped (0.07%). Turnover proxy 12.7%. Largest increases: Micron Technology, Inc. 2.51% to 5.46%; Advanced Micro Devices, Inc. 2.19% to 4.13%; Intel Corp. 1.37% to 2.87%; Sandisk Corp. 0.62% to 1.47%; Applied Materials, Inc. 1.79% to 2.5%; Lam Research Corp. 1.76% to 2.36%. Largest decreases: Netflix, Inc. 2.68% to 1.31%; Palantir Technologies, Inc. 2.2% to 1.17%; Apple, Inc. 8.76% to 7.91%; Microsoft Corp. 8.23% to 7.48%; Salesforce, Inc. 1.15% to 0.56%; Oracle Corp. 1.64% to 1.08%. New: Cerebras Systems, Inc. (0.03%), AXT, Inc. (0.02%), Ouster, Inc. (0.02%), Ichor Holdings Ltd. (0.02%), Penguin Solutions, Inc. (0.02%), Aehr Test Systems (0.01%). Gone: Clearwater Analytics Holdings, Inc. (0.04%), Onestream, Inc. (0.01%), PAR Technology Corp. (0%), SEMrush Holdings, Inc. (0%), Grid Dynamics Holdings, Inc. (0%), N-able, Inc. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Aug 2026 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2026-03-31 -- 0 added, 3 dropped, turnover 7.3%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>292 positions became 289: 0 added (0% of the fund), 3 dropped (0.06%). Turnover proxy 7.3%. Largest increases: Broadcom, Inc. 7.39% to 8.16%; Micron Technology, Inc. 1.97% to 2.51%; Applied Materials, Inc. 1.26% to 1.79%; Lam Research Corp. 1.32% to 1.76%; Sandisk Corp. 0.2% to 0.62%; Intel Corp. 1.02% to 1.37%. Largest decreases: Microsoft Corp. 8.91% to 8.23%; Meta Platforms, Inc. 4.74% to 4.16%; NVIDIA Corp. 8.95% to 8.44%; AppLovin Corp. 1.12% to 0.71%; Salesforce, Inc. 1.55% to 1.15%; Oracle Corp. 2.01% to 1.64%. Gone: Confluent, Inc. (0.06%), Jamf Holding Corp. (0.01%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2025-12-31 -- 17 added, 6 dropped, turnover 5.5%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>281 positions became 292: 17 added (0.61% of the fund), 6 dropped (0.04%). Turnover proxy 5.5%. Largest increases: Micron Technology, Inc. 1.18% to 1.97%; Advanced Micro Devices, Inc. 1.66% to 2.14%; Meta Platforms, Inc. 4.26% to 4.74%; Microsoft Corp. 8.53% to 8.91%; NVIDIA Corp. 8.67% to 8.95%; Lam Research Corp. 1.07% to 1.32%. Largest decreases: Oracle Corp. 2.94% to 2.01%; Netflix, Inc. 3.22% to 2.44%; Apple, Inc. 9.26% to 8.6%; Strategy, Inc. 0.54% to 0.25%; ROBLOX Corp. 0.56% to 0.33%; ServiceNow, Inc. 1.21% to 0.98%. New: Astera Labs, Inc. (0.13%), Qnity Electronics, Inc. (0.11%), CoreWeave, Inc. (0.1%), BitMine Immersion Technologies, Inc. (0.05%), ServiceTitan, Inc. (0.04%), Ralliant Corp. (0.04%). Gone: Informatica, Inc. (0.02%), Verint Systems, Inc. (0.01%), PROS Holdings, Inc. (0.01%), Meridianlink, Inc. (0.01%), Sprout Social, Inc. (0%), Corsair Gaming, Inc. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Feb 2026 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2025-09-30 -- 0 added, 3 dropped, turnover 9.3%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>284 positions became 281: 0 added (0% of the fund), 3 dropped (0.31%). Turnover proxy 9.3%. Largest increases: Broadcom, Inc. 4.63% to 7.36%; Apple, Inc. 8.36% to 9.26%; AppLovin Corp. 0.53% to 1.23%; Palantir Technologies, Inc. 1.97% to 2.62%; Oracle Corp. 2.42% to 2.94%; Intel Corp. 0.66% to 0.93%. Largest decreases: Meta Platforms, Inc. 8.64% to 4.26%; Netflix, Inc. 3.88% to 3.22%; Salesforce, Inc. 1.78% to 1.43%; Accenture plc 1.27% to 0.97%; Intuit, Inc. 1.5% to 1.2%; ServiceNow, Inc. 1.45% to 1.21%. Gone: ANSYS, Inc. (0.21%), Juniper Networks, Inc. (0.09%), E2open Parent Holdings, Inc. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2025-06-30 -- 7 added, 9 dropped, turnover 5.2%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>286 positions became 284: 7 added (0.1% of the fund), 9 dropped (0.08%). Turnover proxy 5.2%. Largest increases: NVIDIA Corp. 8.04% to 8.85%; Broadcom, Inc. 3.97% to 4.63%; Palantir Technologies, Inc. 1.47% to 1.97%; Oracle Corp. 1.93% to 2.42%; Netflix, Inc. 3.4% to 3.88%; Meta Platforms, Inc. 8.37% to 8.64%. Largest decreases: Apple, Inc. 9.09% to 8.36%; Salesforce, Inc. 2.19% to 1.78%; Accenture plc 1.66% to 1.27%; Adobe, Inc. 1.42% to 1.12%; QUALCOMM, Inc. 1.45% to 1.19%; Cisco Systems, Inc. 2.09% to 1.88%. New: D-Wave Quantum, Inc. (0.03%), Rigetti Computing, Inc. (0.02%), Onestream, Inc. (0.01%), Quantum Computing, Inc. (0.01%), Arlo Technologies, Inc. (0.01%), Rumble, Inc. (0.01%). Gone: QXO, Inc. (0.03%), DoubleVerify Holdings, Inc. (0.02%), SolarWinds Corp. (0.01%), Ichor Holdings Ltd. (0.01%), PDF Solutions, Inc. (0%), Xerox Holdings Corp. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2025-03-31 -- 2 added, 7 dropped, turnover 5.3%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>291 positions became 286: 2 added (0.05% of the fund), 7 dropped (0.23%). Turnover proxy 5.3%. Largest increases: Netflix, Inc. 2.86% to 3.4%; International Business Machines Corp. 1.53% to 1.96%; Cisco Systems, Inc. 1.77% to 2.09%; Microsoft Corp. 8.19% to 8.5%; Palantir Technologies, Inc. 1.16% to 1.47%; Apple, Inc. 8.82% to 9.09%. Largest decreases: Broadcom, Inc. 5.93% to 3.97%; NVIDIA Corp. 8.54% to 8.04%; Marvell Technology, Inc. 0.72% to 0.45%; Alphabet, Inc. 4.73% to 4.48%; ServiceNow, Inc. 1.64% to 1.4%; Salesforce, Inc. 2.4% to 2.19%. New: Sandisk Corp. (0.05%), N/A (0%). Gone: Smartsheet, Inc. (0.06%), Aspen Technology, Inc. (0.05%), Altair Engineering, Inc. (0.05%), HashiCorp, Inc. (0.04%), Zuora, Inc. (0.01%), Matterport, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2024-12-31 -- 18 added, 10 dropped, turnover 7.7%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>283 positions became 291: 18 added (2.18% of the fund), 10 dropped (1.9%). Turnover proxy 7.7%. Largest increases: Broadcom, Inc. 4.51% to 5.93%; Palantir Technologies, Inc. 0.6% to 1.16%; Netflix, Inc. 2.45% to 2.86%; Apple, Inc. 8.49% to 8.82%; AppLovin Corp. 0.22% to 0.52%; Salesforce, Inc. 2.14% to 2.4%. Largest decreases: Meta Platforms, Inc. 8.85% to 8.1%; Advanced Micro Devices, Inc. 2.14% to 1.47%; Adobe, Inc. 1.85% to 1.47%; Applied Materials, Inc. 1.35% to 1.01%; QUALCOMM, Inc. 1.53% to 1.28%; Texas Instruments, Inc. 1.52% to 1.28%. New: Arista Networks, Inc. (0.86%), Lam Research Corp. (0.7%), Reddit, Inc. (0.12%), Super Micro Computer, Inc. (0.12%), Flex Ltd. (0.11%), SoundHound AI, Inc. (0.05%). Gone: Lam Research Corp. (0.86%), Arista Networks, Inc. (0.8%), Super Micro Computer, Inc. (0.17%), Squarespace, Inc. (0.03%), Perficient, Inc. (0.02%), Envestnet, Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2024-09-30 -- 1 added, 2 dropped, turnover 4.6%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>284 positions became 283: 1 added (0.37% of the fund), 2 dropped (0.39%). Turnover proxy 4.6%. Largest increases: Meta Platforms, Inc. 8.41% to 8.85%; Oracle Corp. 1.87% to 2.19%; International Business Machines Corp. 1.32% to 1.64%; NVIDIA Corp. 8.02% to 8.27%; Broadcom, Inc. 4.26% to 4.51%; Apple, Inc. 8.27% to 8.49%. Largest decreases: Microsoft Corp. 8.51% to 8.18%; QUALCOMM, Inc. 1.85% to 1.53%; Lam Research Corp. 1.16% to 0.86%; Intel Corp. 1.1% to 0.81%; Micron Technology, Inc. 1.21% to 0.93%; Applied Materials, Inc. 1.63% to 1.35%. New: TE Connectivity plc (0.37%). Gone: TE Connectivity Ltd. (0.38%), Everbridge, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Nov 2024 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2024-06-30 -- 7 added, 3 dropped, turnover 4.5%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>280 positions became 284: 7 added (0.16% of the fund), 3 dropped (0.06%). Turnover proxy 4.5%. Largest increases: QUALCOMM, Inc. 1.55% to 1.85%; Meta Platforms, Inc. 8.12% to 8.41%; Netflix, Inc. 2.15% to 2.42%; Oracle Corp. 1.64% to 1.87%; Applied Materials, Inc. 1.4% to 1.63%; Adobe, Inc. 1.87% to 2.07%. Largest decreases: Alphabet, Inc. 5.22% to 4.76%; Intel Corp. 1.53% to 1.1%; Alphabet, Inc. 4.41% to 3.98%; Apple, Inc. 8.69% to 8.27%; NVIDIA Corp. 8.35% to 8.02%; Salesforce, Inc. 2.38% to 2.07%. New: Celestica, Inc. (0.06%), ASGN, Inc. (0.03%), Cleanspark, Inc. (0.03%), Photronics, Inc. (0.01%), Diebold Nixdorf, Inc. (0.01%), Napco Security Technologies, Inc. (0.01%). Gone: Celestica, Inc. (0.04%), Model N, Inc. (0.01%), Methode Electronics, Inc. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Aug 2024 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2024-03-31 -- 0 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>282 positions became 280: 0 added (0% of the fund), 2 dropped (0.25%). Turnover proxy 5.6%. Largest increases: Meta Platforms, Inc. 7.31% to 8.12%; Alphabet, Inc. 4.42% to 5.22%; Apple, Inc. 7.94% to 8.69%; Microsoft Corp. 8.12% to 8.81%; Alphabet, Inc. 3.75% to 4.41%; Super Micro Computer, Inc. 0.12% to 0.42%. Largest decreases: Adobe, Inc. 2.53% to 1.87%; Intel Corp. 1.97% to 1.53%; Broadcom, Inc. 4.56% to 4.27%; Accenture plc 2.05% to 1.78%; Cisco Systems, Inc. 1.9% to 1.66%; Snowflake, Inc. 0.61% to 0.44%. Gone: Splunk, Inc. (0.22%), Alteryx, Inc. (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2023-12-31 -- 10 added, 9 dropped, turnover 4.7%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>281 positions became 282: 10 added (0.16% of the fund), 9 dropped (1.28%). Turnover proxy 4.7%. Largest increases: Broadcom, Inc. 3.68% to 4.56%; Advanced Micro Devices, Inc. 1.78% to 2.22%; Intel Corp. 1.6% to 1.97%; Salesforce, Inc. 2.12% to 2.38%; Netflix, Inc. 1.8% to 1.98%; Shopify, Inc. 0.7% to 0.87%. Largest decreases: Apple, Inc. 8.57% to 7.94%; Cisco Systems, Inc. 2.35% to 1.9%; Microsoft Corp. 8.51% to 8.12%; Oracle Corp. 1.79% to 1.56%; Alphabet, Inc. 3.97% to 3.75%; Alphabet, Inc. 4.63% to 4.42%. New: Aurora Innovation, Inc. (0.03%), CCC Intelligent Solutions Holdings, Inc. (0.03%), Crane NXT Co. (0.03%), Clearwater Analytics Holdings, Inc. (0.02%), Veeco Instruments, Inc. (0.02%), Vertex, Inc. (0.01%). Gone: Activision Blizzard, Inc. (0.72%), VMware, Inc. (0.39%), National Instruments Corp. (0.09%), New Relic, Inc. (0.05%), Avid Technology, Inc. (0.01%), Cerence, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2023-09-30 -- 1 added, 2 dropped, turnover 3.4%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>282 positions became 281: 1 added (0% of the fund), 2 dropped (0.1%). Turnover proxy 3.4%. Largest increases: Meta Platforms, Inc. 6.66% to 7.17%; Alphabet, Inc. 4.25% to 4.63%; Alphabet, Inc. 3.7% to 3.97%; Intuit, Inc. 1.35% to 1.54%; Adobe, Inc. 2.35% to 2.5%; Intel Corp. 1.46% to 1.6%. Largest decreases: NVIDIA Corp. 8.88% to 8.37%; Netflix, Inc. 2.05% to 1.8%; Texas Instruments, Inc. 1.71% to 1.55%; Advanced Micro Devices, Inc. 1.92% to 1.78%; Oracle Corp. 1.92% to 1.79%; Apple, Inc. 8.69% to 8.57%. New: Aviat Networks, Inc. (0%). Gone: Black Knight, Inc. (0.1%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 22 Nov 2023 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2023-06-30 -- 10 added, 57 dropped, turnover 20.7%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>329 positions became 282: 10 added (0.43% of the fund), 57 dropped (19.38%). Turnover proxy 20.7%. Largest increases: NVIDIA Corp. 5.99% to 8.88%; Meta Platforms, Inc. 4.13% to 6.66%; Broadcom, Inc. 2.35% to 3.79%; Adobe, Inc. 1.55% to 2.35%; Netflix, Inc. 1.35% to 2.05%; Oracle Corp. 1.25% to 1.92%. Largest decreases: Microsoft Corp. 8.89% to 8.47%; Alphabet, Inc. 4.66% to 4.25%; Alphabet, Inc. 4.07% to 3.7%; EPAM Systems, Inc. 0.15% to 0.14%; Enphase Energy, Inc. 0.25% to 0.24%; Aspen Technology, Inc. 0.06% to 0.05%. New: Atlassian Corp. (0.27%), Samsara, Inc. (0.04%), HashiCorp, Inc. (0.03%), Riot Platforms, Inc. (0.02%), IonQ, Inc. (0.02%), Braze, Inc. (0.02%). Gone: Amazon.com, Inc. (8.07%), Visa, Inc. (3.21%), Mastercard, Inc. (2.69%), Automatic Data Processing, Inc. (0.81%), PayPal Holdings, Inc. (0.75%), Fiserv, Inc. (0.63%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Aug 2023 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2023-03-31 -- 1 added, 2 dropped, turnover 5.8%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>330 positions became 329: 1 added (0% of the fund), 2 dropped (0.07%). Turnover proxy 5.8%. Largest increases: NVIDIA Corp. 3.9% to 5.99%; Meta Platforms, Inc. 2.9% to 4.13%; Apple, Inc. 8.12% to 8.52%; Salesforce, Inc. 1.42% to 1.75%; Advanced Micro Devices, Inc. 1.12% to 1.38%; Microsoft Corp. 8.64% to 8.89%. Largest decreases: Mastercard, Inc. 3.16% to 2.69%; Visa, Inc. 3.64% to 3.21%; International Business Machines Corp. 1.36% to 1.04%; Automatic Data Processing, Inc. 1.06% to 0.81%; Accenture plc 1.8% to 1.58%; Cisco Systems, Inc. 2.1% to 1.88%. New: N/A (0%). Gone: Coupa Software, Inc. (0.06%), Duck Creek Technologies, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 May 2023 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2022-12-31 -- 27 added, 27 dropped, turnover 5.1%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>330 positions became 330: 27 added (0.51% of the fund), 27 dropped (1.21%). Turnover proxy 5.1%. Largest increases: NVIDIA Corp. 3.4% to 3.9%; Mastercard, Inc. 2.71% to 3.16%; Broadcom, Inc. 2% to 2.43%; Visa, Inc. 3.25% to 3.64%; Oracle Corp. 1.04% to 1.35%; Cisco Systems, Inc. 1.85% to 2.1%. Largest decreases: Meta Platforms, Inc. 3.46% to 2.9%; Apple, Inc. 8.61% to 8.12%; Amazon.com, Inc. 8.38% to 7.99%; PayPal Holdings, Inc. 1.11% to 0.87%; Salesforce, Inc. 1.6% to 1.42%; Crowdstrike Holdings, Inc. 0.39% to 0.24%. New: ROBLOX Corp. (0.11%), Toast, Inc. (0.06%), Procore Technologies, Inc. (0.03%), Gitlab, Inc. (0.03%), Freshworks, Inc. (0.03%), Clear Secure, Inc. (0.02%). Gone: Twitter, Inc. (0.33%), Trade Desk, Inc. (The) (0.3%), Citrix Systems, Inc. (0.14%), Zendesk, Inc. (0.11%), Avalara, Inc. (0.09%), Switch, Inc. (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Feb 2023 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2022-09-30 -- 2 added, 9 dropped, turnover 4.3%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>337 positions became 330: 2 added (0.07% of the fund), 9 dropped (0.42%). Turnover proxy 4.3%. Largest increases: Netflix, Inc. 0.79% to 1.17%; PayPal Holdings, Inc. 0.82% to 1.11%; Snowflake, Inc. 0.34% to 0.54%; Automatic Data Processing, Inc. 0.89% to 1.05%; Enphase Energy, Inc. 0.27% to 0.42%; Texas Instruments, Inc. 1.44% to 1.58%. Largest decreases: NVIDIA Corp. 3.85% to 3.4%; Intel Corp. 1.55% to 1.18%; Adobe, Inc. 1.75% to 1.44%; Meta Platforms, Inc. 3.75% to 3.46%; Microsoft Corp. 8.94% to 8.67%; Apple, Inc. 8.84% to 8.61%. New: Coherent Corp. (0.05%), ADTRAN Holdings, Inc. (0.02%). Gone: Coherent Inc (0.07%), CDK Global Inc (0.06%), Sailpoint Technologies Holdings Inc (0.06%), II-VI Inc (0.05%), Mandiant Inc (0.05%), CMC Materials Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2022-06-30 -- 6 added, 19 dropped, turnover 5.9%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>350 positions became 337: 6 added (0.52% of the fund), 19 dropped (0.4%). Turnover proxy 5.9%. Largest increases: Microsoft Corp 8.44% to 8.94%; Visa Inc 2.87% to 3.28%; International Business Machines Corp 0.91% to 1.29%; Mastercard Inc 2.41% to 2.75%; Alphabet Inc 4.27% to 4.56%; Alphabet Inc 3.96% to 4.2%. Largest decreases: NVIDIA Corp 5.32% to 3.85%; Netflix Inc 1.3% to 0.79%; Meta Platforms Inc 4% to 3.75%; Amazon.com Inc 8.68% to 8.43%; Shopify Inc 0.6% to 0.36%; PayPal Holdings Inc 1.05% to 0.82%. New: Roper Technologies Inc (0.42%), Aspen Technology Inc (0.05%), Nuvei Corp (0.02%), Digi International Inc (0.01%), Mirion Technologies Inc (0.01%), DZS Inc (0%). Gone: Aspen Technology Inc (0.09%), Zynga Inc (0.08%), Anaplan Inc (0.07%), Azenta Inc (0.05%), Mimecast Ltd (0.04%), Bottomline Technologies DE Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Aug 2022 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2022-03-31 -- 1 added, 4 dropped, turnover 5.2%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>353 positions became 350: 1 added (0.02% of the fund), 4 dropped (0.49%). Turnover proxy 5.2%. Largest increases: Amazon.com Inc 8.1% to 8.68%; Visa Inc 2.4% to 2.87%; NVIDIA Corp 4.86% to 5.32%; Mastercard Inc 2.06% to 2.41%; Advanced Micro Devices Inc 1.15% to 1.39%; Broadcom Inc 1.81% to 2.03%. Largest decreases: Meta Platforms Inc 5.26% to 4%; Netflix Inc 1.76% to 1.3%; Shopify Inc 1.04% to 0.6%; PayPal Holdings Inc 1.47% to 1.05%; Intuit Inc 1.2% to 1.06%; EPAM Systems Inc 0.25% to 0.13%. New: nCino Inc (0.02%). Gone: Xilinx Inc (0.35%), Nuance Communications Inc (0.1%), nCino Inc (0.02%), McAfee Corp (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 May 2022 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2021-12-31 -- 36 added, 13 dropped, turnover 6.3%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>330 positions became 353: 36 added (1.02% of the fund), 13 dropped (0.37%). Turnover proxy 6.3%. Largest increases: NVIDIA Corp 3.68% to 4.86%; Broadcom Inc 1.42% to 1.81%; Apple Inc 8.25% to 8.61%; QUALCOMM Inc 1.04% to 1.35%; Accenture PLC 1.44% to 1.73%; Advanced Micro Devices Inc 0.89% to 1.15%. Largest decreases: PayPal Holdings Inc 2.18% to 1.47%; Meta Platforms Inc 5.76% to 5.26%; Amazon.com Inc 8.47% to 8.1%; Visa Inc 2.68% to 2.4%; Block Inc 0.68% to 0.43%; salesforce.com Inc 1.88% to 1.64%. New: DoorDash Inc (0.16%), Unity Software Inc (0.15%), Teledyne Technologies Inc (0.13%), Wolfspeed Inc (0.09%), UiPath Inc (0.07%), Bentley Systems Inc (0.06%). Gone: Zillow Group Inc (0.11%), Cree Inc (0.07%), Stamps.com Inc (0.04%), FireEye Inc (0.03%), Medallia Inc (0.03%), Cloudera Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2021-09-30 -- 3 added, 7 dropped, turnover 4.1%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>334 positions became 330: 3 added (0.1% of the fund), 7 dropped (0.51%). Turnover proxy 4.1%. Largest increases: Snowflake Inc 0.11% to 0.49%; salesforce.com Inc 1.6% to 1.88%; Netflix Inc 1.66% to 1.92%; Analog Devices Inc 0.45% to 0.64%; Palantir Technologies Inc 0.08% to 0.27%; Alphabet Inc 4.12% to 4.3%. Largest decreases: Apple Inc 8.83% to 8.25%; PayPal Holdings Inc 2.42% to 2.18%; Zoom Video Communications Inc 0.58% to 0.4%; Facebook Inc 5.9% to 5.76%; Visa Inc 2.8% to 2.68%; Micron Technology Inc 0.67% to 0.57%. New: Lightspeed Commerce Inc (0.09%), N-Able Inc (0.01%), SolarWinds Corp (0%). Gone: Maxim Integrated Products Inc (0.2%), Slack Technologies Inc (0.16%), Proofpoint Inc (0.07%), Lightspeed POS Inc (0.05%), Sykes Enterprises Inc (0.02%), SolarWinds Corp (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Nov 2021 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2021-06-30 -- 39 added, 23 dropped, turnover 5%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>318 positions became 334: 39 added (1.15% of the fund), 23 dropped (2.17%). Turnover proxy 5%. Largest increases: NVIDIA Corp 2.56% to 3.53%; Facebook Inc 5.49% to 5.9%; Apple Inc 8.54% to 8.83%; PayPal Holdings Inc 2.2% to 2.42%; Adobe Inc 1.76% to 1.98%; Shopify Inc 0.96% to 1.17%. Largest decreases: Intel Corp 2.01% to 1.6%; Mastercard Inc 2.42% to 2.26%; Alphabet Inc 4.26% to 4.12%; Netflix Inc 1.79% to 1.66%; Amazon.com Inc 8.47% to 8.35%; Cisco Systems Inc/Delaware 1.69% to 1.58%. New: Marvell Technology Inc (0.34%), Seagate Technology Holdings PLC (0.12%), IAC/InterActiveCorp (0.09%), Palantir Technologies Inc (0.08%), Vimeo Inc (0.05%), Skillz Inc (0.04%). Gone: Booking Holdings Inc (0.74%), Marvell Technology Group Ltd (0.25%), Expedia Group Inc (0.18%), IAC/InterActiveCorp (0.14%), Seagate Technology PLC (0.12%), Leidos Holdings Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Aug 2021 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2021-03-31 -- 0 added, 3 dropped, turnover 3.4%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>321 positions became 318: 0 added (0% of the fund), 3 dropped (0.05%). Turnover proxy 3.4%. Largest increases: Intel Corp 1.63% to 2.01%; Applied Materials Inc 0.63% to 0.95%; Facebook Inc 5.26% to 5.49%; Cisco Systems Inc/Delaware 1.51% to 1.69%; Texas Instruments Inc 1.21% to 1.35%; Alphabet Inc 4.12% to 4.26%. Largest decreases: Apple Inc 8.82% to 8.54%; QUALCOMM Inc 1.38% to 1.17%; Visa Inc 2.97% to 2.78%; Microsoft Corp 8.65% to 8.47%; Adobe Inc 1.92% to 1.76%; Advanced Micro Devices Inc 0.88% to 0.74%. Gone: Acacia Communications Inc (0.02%), Fitbit Inc (0.01%), Virtusa Corp (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 May 2021 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2020-12-31 -- 25 added, 1 dropped, turnover 5.4%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>297 positions became 321: 25 added (1.56% of the fund), 1 dropped (0.04%). Turnover proxy 5.4%. Largest increases: Amazon.com Inc 8.25% to 8.6%; Apple Inc 8.49% to 8.82%; Micron Technology Inc 0.5% to 0.67%; Snap Inc 0.22% to 0.37%; Microsoft Corp 8.52% to 8.65%; Applied Materials Inc 0.52% to 0.63%. Largest decreases: Facebook Inc 6.01% to 5.26%; NVIDIA Corp 3.19% to 2.59%; salesforce.com Inc 2.18% to 1.63%; Intel Corp 2.1% to 1.63%; Mastercard Inc 2.85% to 2.51%; Adobe Inc 2.24% to 1.92%. New: NXP Semiconductors NV (0.35%), Crowdstrike Holdings Inc (0.32%), Slack Technologies Inc (0.16%), Datadog Inc (0.15%), Snowflake Inc (0.07%), Bill.Com Holdings Inc (0.06%). Gone: Cabot Microelectronics Corp (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Feb 2021 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2020-09-30 -- 2 added, 5 dropped, turnover 4.8%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>300 positions became 297: 2 added (0.37% of the fund), 5 dropped (0.42%). Turnover proxy 4.8%. Largest increases: Zoom Video Communications Inc 0.08% to 0.82%; NVIDIA Corp 2.47% to 3.19%; salesforce.com Inc 1.78% to 2.18%; Advanced Micro Devices Inc 0.65% to 0.92%; Facebook Inc 5.77% to 6.01%; Square Inc 0.38% to 0.58%. Largest decreases: Intel Corp 2.68% to 2.1%; Cisco Systems Inc 2.09% to 1.59%; Amazon.com Inc 8.63% to 8.25%; Visa Inc 3.45% to 3.22%; Microsoft Corp 8.74% to 8.52%; Apple Inc 8.69% to 8.49%. New: Match Group Inc (0.27%), IAC/InterActiveCorp (0.09%). Gone: Match Group Inc (0.25%), Match Group Inc/old (0.06%), Tech Data Corp (0.06%), LogMeIn Inc (0.04%), ForeScout Technologies Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2020-06-30 -- 10 added, 12 dropped, turnover 4.9%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>302 positions became 300: 10 added (0.12% of the fund), 12 dropped (0.26%). Turnover proxy 4.9%. Largest increases: Apple Inc 7.93% to 8.69%; PayPal Holdings Inc 1.58% to 2.16%; Shopify Inc 0.61% to 1.08%; Amazon.com Inc 8.19% to 8.63%; NVIDIA Corp 2.26% to 2.47%; Facebook Inc 5.63% to 5.77%. Largest decreases: Intel Corp 3.3% to 2.68%; Visa Inc 3.87% to 3.45%; Oracle Corp 1.47% to 1.22%; Cisco Systems Inc 2.34% to 2.09%; International Business Machines Corp 1.38% to 1.13%; Mastercard Inc 3.01% to 2.76%. New: Chewy Inc (0.03%), Xperi Holding Corp (0.02%), Fastly Inc (0.02%), Cloudflare Inc (0.02%), Glu Mobile Inc (0.01%), Calix Inc (0.01%). Gone: Cypress Semiconductor Corp (0.12%), Anixter International Inc (0.04%), CoreLogic Inc/United States (0.03%), KEMET Corp (0.02%), TiVo Corp (0.01%), Groupon Inc (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2020-03-31 -- 0 added, 3 dropped, turnover 4.5%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>305 positions became 302: 0 added (0% of the fund), 3 dropped (0.04%). Turnover proxy 4.5%. Largest increases: Netflix Inc 1.64% to 2.31%; NVIDIA Corp 1.66% to 2.26%; Adobe Inc 1.84% to 2.16%; Intel Corp 3% to 3.3%; Microsoft Corp 8.47% to 8.64%; Visa Inc 3.71% to 3.87%. Largest decreases: Apple Inc 8.91% to 7.93%; Amazon.com Inc 8.64% to 8.19%; Booking Holdings Inc 0.99% to 0.79%; Broadcom Inc 1.45% to 1.32%; Accenture PLC 1.54% to 1.45%; QUALCOMM Inc 1.16% to 1.08%. Gone: Instructure Inc (0.02%), AVX Corp (0.01%), Cision Ltd (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>IGM: filing for 2019-12-31 -- 23 added, 6 dropped, turnover 3.7%</title><link>https://themulden.com/funds/igm/</link><guid isPermaLink="true">https://themulden.com/funds/igm/</guid><description>288 positions became 305: 23 added (0.66% of the fund), 6 dropped (0.28%). Turnover proxy 3.7%. Largest increases: Amazon.com Inc 8.19% to 8.64%; NVIDIA Corp 1.35% to 1.66%; Facebook Inc 5.44% to 5.69%; Advanced Micro Devices Inc 0.4% to 0.59%; Apple Inc 8.73% to 8.91%; Netflix Inc 1.49% to 1.64%. Largest decreases: Cisco Systems Inc 2.66% to 2.35%; Microsoft Corp 8.79% to 8.47%; International Business Machines Corp 1.64% to 1.37%; Alphabet Inc 4.31% to 4.07%; Oracle Corp 1.54% to 1.32%; Alphabet Inc 4.28% to 4.09%. New: NortonLifeLock Inc (0.17%), DocuSign Inc (0.11%), Anaplan Inc (0.05%), Zscaler Inc (0.03%), Elastic NV (0.02%), Enphase Energy Inc (0.02%). Gone: Symantec Corp (0.17%), Versum Materials Inc (0.07%), Pivotal Software Inc (0.02%), Presidio Inc (0.01%), ADTRAN Inc (0.01%), GTT Communications Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>