<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IWP filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IWP 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>IWP: filing for 2026-06-30 -- 90 added, 101 dropped, turnover 48.6%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>279 positions became 268: 90 added (31.25% of the fund), 101 dropped (27.71%). Turnover proxy 48.6%. Largest increases: Lumentum Holdings, Inc. 0.13% to 1.67%; Astera Labs, Inc. 0.51% to 2.02%; Robinhood Markets, Inc. 0.25% to 1.75%; Simon Property Group, Inc. 0.48% to 1.96%; Rockwell Automation, Inc. 0.12% to 1.25%; Datadog, Inc. 1.33% to 2.34%. Largest decreases: Royal Caribbean Cruises Ltd. 2.51% to 1.24%; Ameriprise Financial, Inc. 1.32% to 0.1%; Cheniere Energy, Inc. 0.98% to 0.09%; IDEXX Laboratories, Inc. 1.61% to 0.96%; LPL Financial Holdings, Inc. 0.86% to 0.22%; MSCI, Inc. 0.68% to 0.06%. New: Snowflake, Inc. (2.33%), Teradyne, Inc. (2.07%), Microchip Technology, Inc. (1.33%), Credo Technology Group Holding Ltd. (1.23%), Chipotle Mexican Grill, Inc. (1.19%), Autodesk, Inc. (1.12%). Gone: Vertiv Holdings Co. (3.43%), Howmet Aerospace, Inc. (3.32%), Hilton Worldwide Holdings, Inc. (2.5%), Quanta Services, Inc. (2.25%), Monolithic Power Systems, Inc. (1.82%), Carvana Co. (1.53%). 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>IWP: filing for 2026-03-31 -- 1 added, 4 dropped, turnover 9.6%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>282 positions became 279: 1 added (0% of the fund), 4 dropped (0.38%). Turnover proxy 9.6%. Largest increases: Vertiv Holdings Co. 2.07% to 3.43%; Comfort Systems USA, Inc. 1.09% to 1.73%; Quanta Services, Inc. 1.62% to 2.25%; Targa Resources Corp. 1.32% to 1.92%; Howmet Aerospace, Inc. 2.77% to 3.32%; Texas Pacific Land Corp. 0.56% to 0.98%. Largest decreases: Flutter Entertainment plc 0.95% to 0.48%; ROBLOX Corp. 1.69% to 1.26%; Carvana Co. 1.92% to 1.53%; Fair Isaac Corp. 1.1% to 0.73%; Reddit, Inc. 0.96% to 0.63%; Ares Management Corp. 1.02% to 0.74%. New: N/A (0%). Gone: Confluent, Inc. (0.29%), Exact Sciences Corp. (0.04%), Dayforce, Inc. (0.03%), Pinnacle Financial Partners, Inc. (0.02%). 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>IWP: filing for 2025-12-31 -- 2 added, 3 dropped, turnover 6.8%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>283 positions became 282: 2 added (0.01% of the fund), 3 dropped (0.24%). Turnover proxy 6.8%. Largest increases: Insmed, Inc. 0.81% to 1.15%; Rocket Lab Corp. 0.64% to 0.97%; Natera, Inc. 0.68% to 1%; Carvana Co. 1.61% to 1.92%; Expedia Group, Inc. 0.84% to 1.12%; Hilton Worldwide Holdings, Inc. 1.94% to 2.2%. Largest decreases: ROBLOX Corp. 2.74% to 1.69%; Axon Enterprise, Inc. 1.73% to 1.43%; Vistra Corp. 2.15% to 1.84%; Royal Caribbean Cruises Ltd. 2.65% to 2.38%; Coupang, Inc. 1.29% to 1.04%; Veeva Systems, Inc. 1.14% to 0.88%. New: Figure Technology Solutions, Inc. (0.01%), Bullish (0.01%). Gone: Light &amp;amp; Wonder, Inc. (0.22%), Spirit AeroSystems Holdings, Inc. (0.02%), N/A (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>IWP: filing for 2025-09-30 -- 8 added, 6 dropped, turnover 7.5%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>281 positions became 283: 8 added (0.23% of the fund), 6 dropped (0.24%). Turnover proxy 7.5%. Largest increases: ROBLOX Corp. 1.98% to 2.74%; Alnylam Pharmaceuticals, Inc. 1.36% to 1.84%; Astera Labs, Inc. 0.43% to 0.8%; Comfort Systems USA, Inc. 0.62% to 0.93%; Reddit, Inc. 0.59% to 0.87%; Howmet Aerospace, Inc. 2.28% to 2.55%. Largest decreases: Gartner, Inc. 1.01% to 0.64%; Trade Desk, Inc. (The) 1.07% to 0.71%; Axon Enterprise, Inc. 2.06% to 1.73%; Dexcom, Inc. 1.14% to 0.85%; Fair Isaac Corp. 1.19% to 0.94%; Ameriprise Financial, Inc. 1.55% to 1.32%. New: BlackRock Funds III (0.11%), James Hardie Industries plc (0.06%), Circle Internet Group, Inc. (0.03%), NIQ Global Intelligence plc (0.01%), Caris Life Sciences, Inc. (0.01%), GCI Liberty, Inc. (0.01%). Gone: AZEK Co., Inc. (The) (0.16%), Bruker Corp. (0.07%), Crocs, Inc. (0%), IQVIA Holdings, Inc. (0%), Builders FirstSource, Inc. (0%), Madison Square Garden Sports Corp. (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>IWP: filing for 2025-06-30 -- 60 added, 69 dropped, turnover 31.4%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>290 positions became 281: 60 added (11.8% of the fund), 69 dropped (18.69%). Turnover proxy 31.4%. Largest increases: Howmet Aerospace, Inc. 0.12% to 2.28%; Royal Caribbean Cruises Ltd. 0.6% to 2.49%; Carvana Co. 0.28% to 1.44%; Hilton Worldwide Holdings, Inc. 0.99% to 2.07%; Quanta Services, Inc. 0.4% to 1.44%; ROBLOX Corp. 1.09% to 1.98%. Largest decreases: Old Dominion Freight Line, Inc. 1.14% to 0.06%; Coinbase Global, Inc. 1.04% to 0.24%; Verisk Analytics, Inc. 1.49% to 0.87%; Entegris, Inc. 0.47% to 0.07%; MongoDB, Inc. 0.45% to 0.05%; Pool Corp. 0.42% to 0.06%. New: Flutter Entertainment plc (1.38%), Reddit, Inc. (0.59%), Insmed, Inc. (0.56%), Tapestry, Inc. (0.56%), Sprouts Farmers Market, Inc. (0.54%), Take-Two Interactive Software, Inc. (0.49%). Gone: Palantir Technologies, Inc. (6.18%), AppLovin Corp. (2.47%), NU Holdings Ltd. (1.18%), Hess Corp. (1.03%), Clorox Co. (The) (0.65%), Iron Mountain, Inc. (0.51%). 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>IWP: filing for 2025-03-31 -- 1 added, 2 dropped, turnover 7.4%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>291 positions became 290: 1 added (0% of the fund), 2 dropped (0.38%). Turnover proxy 7.4%. Largest increases: Palantir Technologies, Inc. 5.01% to 6.18%; Cencora, Inc. 1.23% to 1.71%; Targa Resources Corp. 1.27% to 1.54%; Hess Corp. 0.79% to 1.03%; Verisk Analytics, Inc. 1.28% to 1.49%; Alnylam Pharmaceuticals, Inc. 0.89% to 1.1%. Largest decreases: Trade Desk, Inc. (The) 1.73% to 0.87%; Vertiv Holdings Co. 1.34% to 0.92%; Deckers Outdoor Corp. 1.02% to 0.61%; Coinbase Global, Inc. 1.39% to 1.04%; Datadog, Inc. 1.41% to 1.07%; AppLovin Corp. 2.8% to 2.47%. New: N/A (0%). Gone: Smartsheet, Inc. (0.25%), HashiCorp, Inc. (0.13%). 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>IWP: filing for 2024-12-31 -- 3 added, 2 dropped, turnover 9%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>290 positions became 291: 3 added (0.52% of the fund), 2 dropped (0.74%). Turnover proxy 9%. Largest increases: Palantir Technologies, Inc. 2.66% to 5.01%; AppLovin Corp. 1.22% to 2.8%; Axon Enterprise, Inc. 1.02% to 1.41%; Coinbase Global, Inc. 1.05% to 1.39%; Cloudflare, Inc. 0.86% to 1.06%; HubSpot, Inc. 0.92% to 1.12%. Largest decreases: Monolithic Power Systems, Inc. 1.54% to 0.92%; NU Holdings Ltd. 1.54% to 1.09%; IDEXX Laboratories, Inc. 1.48% to 1.11%; Old Dominion Freight Line, Inc. 1.39% to 1.12%; Enphase Energy, Inc. 0.53% to 0.3%; Alnylam Pharmaceuticals, Inc. 1.1% to 0.89%. New: Super Micro Computer, Inc. (0.5%), Standardaero, Inc. (0.02%), Ingram Micro Holding Corp. (0%). Gone: Super Micro Computer, Inc. (0.73%), N/A (0%). 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>IWP: filing for 2024-09-30 -- 67 added, 109 dropped, turnover 36.7%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>332 positions became 290: 67 added (12.09% of the fund), 109 dropped (25.58%). Turnover proxy 36.7%. Largest increases: Vertiv Holdings Co. 0.07% to 1.27%; Vistra Corp. 0.27% to 1.45%; Palantir Technologies, Inc. 1.51% to 2.66%; AppLovin Corp. 0.13% to 1.22%; NU Holdings Ltd. 0.64% to 1.54%; Entegris, Inc. 0.03% to 0.6%. Largest decreases: Ross Stores, Inc. 1.38% to 0.41%; IQVIA Holdings, Inc. 1.1% to 0.17%; Rockwell Automation, Inc. 0.98% to 0.1%; Paychex, Inc. 1.18% to 0.55%; Cheniere Energy, Inc. 1.29% to 0.75%; ResMed, Inc. 0.86% to 0.34%. New: Coinbase Global, Inc. (1.05%), Sysco Corp. (0.86%), Super Micro Computer, Inc. (0.73%), Lennox International, Inc. (0.69%), Las Vegas Sands Corp. (0.63%), Comfort Systems USA, Inc. (0.49%). Gone: Crowdstrike Holdings, Inc. (2.53%), Apollo Global Management, Inc. (1.9%), Cintas Corp. (1.67%), Copart, Inc. (1.44%), Spotify Technology SA (1.36%), Amphenol Corp. (1.22%). 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>IWP: filing for 2024-06-30 -- 1 added, 1 dropped, turnover 6.4%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>332 positions became 332: 1 added (0% of the fund), 1 dropped (0.35%). Turnover proxy 6.4%. Largest increases: Crowdstrike Holdings, Inc. 2.03% to 2.53%; Alnylam Pharmaceuticals, Inc. 0.45% to 0.75%; Spotify Technology SA 1.1% to 1.36%; Monolithic Power Systems, Inc. 0.92% to 1.17%; Amphenol Corp. 1.01% to 1.22%; Fair Isaac Corp. 0.9% to 1.11%. Largest decreases: Dexcom, Inc. 1.59% to 1.35%; MongoDB, Inc. 0.72% to 0.52%; Old Dominion Freight Line, Inc. 1.2% to 1%; Veeva Systems, Inc. 1% to 0.82%; DoorDash, Inc. 0.99% to 0.82%; Ulta Beauty, Inc. 0.75% to 0.58%. New: GRAIL, Inc. (0%). Gone: Shockwave Medical, Inc. (0.35%). 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>IWP: filing for 2024-03-31 -- 1 added, 4 dropped, turnover 6.5%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>335 positions became 332: 1 added (0.6% of the fund), 4 dropped (1.78%). Turnover proxy 6.5%. Largest increases: Crowdstrike Holdings, Inc. 1.75% to 2.03%; Palantir Technologies, Inc. 1.05% to 1.32%; Spotify Technology SA 0.85% to 1.1%; DoorDash, Inc. 0.76% to 0.99%; Apollo Global Management, Inc. 1.56% to 1.74%; WW Grainger, Inc. 1.17% to 1.33%. Largest decreases: Cheniere Energy, Inc. 1.31% to 1.15%; Alnylam Pharmaceuticals, Inc. 0.61% to 0.45%; MongoDB, Inc. 0.88% to 0.72%; Rockwell Automation, Inc. 1.15% to 0.99%; ROBLOX Corp. 0.68% to 0.53%; IDEXX Laboratories, Inc. 1.47% to 1.32%. New: Corpay, Inc. (0.6%). Gone: Splunk, Inc. (0.76%), FleetCor Technologies, Inc. (0.61%), Karuna Therapeutics, Inc. (0.32%), Alteryx, Inc. (0.09%). 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>IWP: filing for 2023-12-31 -- 3 added, 4 dropped, turnover 6.6%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>336 positions became 335: 3 added (0.03% of the fund), 4 dropped (2.27%). Turnover proxy 6.6%. Largest increases: Crowdstrike Holdings, Inc. 1.26% to 1.75%; Dexcom, Inc. 1.29% to 1.54%; ROBLOX Corp. 0.48% to 0.68%; Block, Inc. 0.32% to 0.5%; Monolithic Power Systems, Inc. 0.75% to 0.93%; IDEXX Laboratories, Inc. 1.29% to 1.47%. Largest decreases: Trade Desk, Inc. (The) 1.23% to 1.02%; BlackRock Funds III 0.33% to 0.15%; Align Technology, Inc. 0.83% to 0.67%; Veeva Systems, Inc. 1.05% to 0.9%; West Pharmaceutical Services, Inc. 0.99% to 0.84%; Old Dominion Freight Line, Inc. 1.35% to 1.2%. New: Birkenstock Holding plc (0.01%), Maplebear, Inc. (0.01%), N/A (0.01%). Gone: Seagen, Inc. (1.06%), Horizon Therapeutics plc (0.82%), National Instruments Corp. (0.22%), New Relic, Inc. (0.17%). 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>IWP: filing for 2023-09-30 -- 3 added, 3 dropped, turnover 6.1%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>336 positions became 336: 3 added (0.2% of the fund), 3 dropped (0.2%). Turnover proxy 6.1%. Largest increases: Apollo Global Management, Inc. 1.36% to 1.68%; Splunk, Inc. 0.58% to 0.8%; Crowdstrike Holdings, Inc. 1.05% to 1.26%; Old Dominion Freight Line, Inc. 1.15% to 1.35%; Cheniere Energy, Inc. 1.26% to 1.44%; BlackRock Funds III 0.17% to 0.33%. Largest decreases: Dexcom, Inc. 1.69% to 1.29%; ResMed, Inc. 1.08% to 0.77%; Insulet Corp. 0.68% to 0.4%; Enphase Energy, Inc. 0.76% to 0.57%; Apellis Pharmaceuticals, Inc. 0.31% to 0.14%; ROBLOX Corp. 0.63% to 0.48%. New: TKO Group Holdings, Inc. (0.13%), Globus Medical, Inc. (0.06%), Cava Group, Inc. (0.01%). Gone: World Wrestling Entertainment, Inc. (0.16%), Extra Space Storage, Inc. (0.04%), N/A (0.01%). 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>IWP: filing for 2023-06-30 -- 56 added, 119 dropped, turnover 31.8%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>399 positions became 336: 56 added (9.09% of the fund), 119 dropped (22.34%). Turnover proxy 31.8%. Largest increases: Yum! Brands, Inc. 0.12% to 1.16%; Ross Stores, Inc. 0.43% to 1.19%; Apollo Global Management, Inc. 0.65% to 1.36%; Rockwell Automation, Inc. 0.64% to 1.29%; Cheniere Energy, Inc. 0.63% to 1.26%; Ameriprise Financial, Inc. 0.58% to 1.19%. Largest decreases: Delta Air Lines, Inc. 0.63% to 0.05%; Keysight Technologies, Inc. 0.75% to 0.26%; Entegris, Inc. 0.34% to 0.03%; MSCI, Inc. 0.92% to 0.62%; NVR, Inc. 0.33% to 0.06%; JB Hunt Transport Services, Inc. 0.36% to 0.1%. New: Coupang, Inc. (0.65%), Block, Inc. (0.46%), Cardinal Health, Inc. (0.42%), NU Holdings Ltd. (0.42%), Shockwave Medical, Inc. (0.35%), Equitable Holdings, Inc. (0.33%). Gone: Synopsys, Inc. (1.66%), Cadence Design Systems, Inc. (1.61%), Chipotle Mexican Grill, Inc. (1.32%), Fortinet, Inc. (1.21%), AutoZone, Inc. (1.18%), Arista Networks, Inc. (1.16%). 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>IWP: filing for 2023-03-31 -- 2 added, 5 dropped, turnover 6.3%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>402 positions became 399: 2 added (0.1% of the fund), 5 dropped (0.52%). Turnover proxy 6.3%. Largest increases: Cadence Design Systems, Inc. 1.34% to 1.61%; Arista Networks, Inc. 0.91% to 1.16%; Fortinet, Inc. 0.96% to 1.21%; Seagen, Inc. 0.53% to 0.77%; Warner Bros Discovery, Inc. 0.5% to 0.73%; Spotify Technology SA 0.34% to 0.53%. Largest decreases: Enphase Energy, Inc. 1.06% to 0.77%; Alnylam Pharmaceuticals, Inc. 0.89% to 0.69%; Agilent Technologies, Inc. 1.22% to 1.03%; Devon Energy Corp. 0.6% to 0.45%; Hess Corp. 0.96% to 0.82%; Texas Pacific Land Corp. 0.41% to 0.27%. New: Ritchie Bros Auctioneers, Inc. (0.09%), N/A (0.01%). Gone: SVB Financial Group (0.26%), IAA, Inc. (0.14%), Coupa Software, Inc. (0.1%), Signature Bank (0.01%), Signify Health, Inc. (0%). 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>IWP: filing for 2022-12-31 -- 2 added, 9 dropped, turnover 7.7%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>409 positions became 402: 2 added (0.01% of the fund), 9 dropped (2.27%). Turnover proxy 7.7%. Largest increases: Dexcom, Inc. 1% to 1.34%; Horizon Therapeutics plc 0.41% to 0.72%; Mettler-Toledo International, Inc. 0.77% to 0.97%; Apollo Global Management, Inc. 0.52% to 0.72%; Hess Corp. 0.76% to 0.96%; Agilent Technologies, Inc. 1.04% to 1.22%. Largest decreases: Crowdstrike Holdings, Inc. 1.1% to 0.68%; Trade Desk, Inc. (The) 0.83% to 0.6%; Generac Holdings, Inc. 0.35% to 0.19%; Datadog, Inc. 0.75% to 0.6%; Chipotle Mexican Grill, Inc. 1.33% to 1.18%; Zscaler, Inc. 0.43% to 0.29%. New: Masterbrand, Inc. (0.01%), RXO, Inc. (0%). Gone: Twitter, Inc. (0.96%), ABIOMED, Inc. (0.35%), Zendesk, Inc. (0.29%), Avalara, Inc. (0.25%), Citrix Systems, Inc. (0.2%), Switch, Inc. (0.09%). 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>IWP: filing for 2022-09-30 -- 1 added, 2 dropped, turnover 6%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>410 positions became 409: 1 added (0.02% of the fund), 2 dropped (0.35%). Turnover proxy 6%. Largest increases: Enphase Energy, Inc. 0.8% to 1.15%; Trade Desk, Inc. (The) 0.57% to 0.83%; Alnylam Pharmaceuticals, Inc. 0.55% to 0.77%; Chipotle Mexican Grill, Inc. 1.14% to 1.33%; Twitter, Inc. 0.81% to 0.96%; Arista Networks, Inc. 0.73% to 0.88%. Largest decreases: IQVIA Holdings, Inc. 1.28% to 1.07%; Avantor, Inc. 0.55% to 0.35%; Match Group, Inc. 0.58% to 0.4%; Seagen, Inc. 0.75% to 0.59%; Fortinet, Inc. 1.16% to 1.01%; Veeva Systems, Inc. 0.86% to 0.73%. New: Coherent Corp. (0.02%). Gone: Coherent Inc (0.18%), CDK Global Inc (0.17%). 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>IWP: filing for 2022-06-30 -- 97 added, 78 dropped, turnover 25.8%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>391 positions became 410: 97 added (12.91% of the fund), 78 dropped (10.36%). Turnover proxy 25.8%. Largest increases: AutoZone Inc 0.25% to 1.21%; Twitter Inc 0.09% to 0.81%; Hess Corp 0.06% to 0.73%; IQVIA Holdings Inc 0.61% to 1.28%; Synopsys Inc 0.89% to 1.45%; Take-Two Interactive Software Inc 0.1% to 0.5%. Largest decreases: Simon Property Group Inc 1.04% to 0.47%; Okta Inc 0.53% to 0.05%; Dexcom Inc 1.37% to 0.91%; CoStar Group Inc 0.56% to 0.11%; Cloudflare Inc 0.82% to 0.38%; Zebra Technologies Corp 0.61% to 0.2%. New: Warner Bros Discovery Inc (0.73%), AmerisourceBergen Corp (0.66%), CF Industries Holdings Inc (0.56%), Devon Energy Corp (0.56%), SVB Financial Group (0.46%), ROBLOX Corp (0.45%). Gone: Palo Alto Networks Inc (1.68%), Pioneer Natural Resources Co (0.67%), Bill.com Holdings Inc (0.59%), Carrier Global Corp (0.51%), Discover Financial Services (0.49%), VF Corp (0.33%). 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>IWP: filing for 2022-03-31 -- 2 added, 6 dropped, turnover 8.2%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>395 positions became 391: 2 added (0.47% of the fund), 6 dropped (1.92%). Turnover proxy 8.2%. Largest increases: Palo Alto Networks Inc 1.27% to 1.68%; Cheniere Energy Inc 0.57% to 0.9%; Crowdstrike Holdings Inc 0.97% to 1.26%; Pioneer Natural Resources Co 0.42% to 0.67%; Splunk Inc 0.45% to 0.66%; Hershey Co/The 0.58% to 0.76%. Largest decreases: EPAM Systems Inc 0.86% to 0.44%; Roku Inc 0.64% to 0.41%; Etsy Inc 0.66% to 0.44%; Spotify Technology SA 0.77% to 0.58%; Carvana Co 0.43% to 0.26%; Trex Co Inc 0.37% to 0.21%. New: Apollo Global Management Inc (0.41%), nCino Inc (0.06%). Gone: Xilinx Inc (1.25%), Apollo Global Management Inc (0.41%), Nuance Communications Inc (0.14%), nCino Inc (0.07%), McAfee Corp (0.04%), Sterling Bancorp/DE (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>IWP: filing for 2021-12-31 -- 9 added, 7 dropped, turnover 7.8%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>393 positions became 395: 9 added (0.19% of the fund), 7 dropped (0.7%). Turnover proxy 7.8%. Largest increases: Xilinx Inc 0.91% to 1.25%; Arista Networks Inc 0.46% to 0.74%; Datadog Inc 0.81% to 1.08%; Trade Desk Inc/The 0.74% to 0.95%; Cadence Design Systems Inc 1.02% to 1.22%; Teradyne Inc 0.44% to 0.64%. Largest decreases: DocuSign Inc 1.21% to 0.7%; Peloton Interactive Inc 0.56% to 0.23%; Roku Inc 0.9% to 0.64%; Palantir Technologies Inc 0.96% to 0.72%; Crowdstrike Holdings Inc 1.19% to 0.97%; Pinterest Inc 0.69% to 0.49%. New: Regal Rexnord Corp (0.06%), GLOBALFOUNDRIES Inc (0.04%), Mandiant Inc (0.03%), Informatica Inc (0.02%), Fluence Energy Inc (0.01%), Olaplex Holdings Inc (0.01%). Gone: Acceleron Pharma Inc (0.22%), Kansas City Southern (0.16%), CoreSite Realty Corp (0.12%), PPD Inc (0.07%), Medallia Inc (0.05%), Cimarex Energy Co (0.04%). 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>IWP: filing for 2021-09-30 -- 9 added, 8 dropped, turnover 7.7%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>392 positions became 393: 9 added (0.51% of the fund), 8 dropped (2%). Turnover proxy 7.7%. Largest increases: DoorDash Inc 0.32% to 0.64%; Upstart Holdings Inc 0.04% to 0.35%; Dexcom Inc 1% to 1.3%; Palo Alto Networks Inc 0.86% to 1.12%; MongoDB Inc 0.46% to 0.72%; Datadog Inc 0.57% to 0.81%. Largest decreases: Roku Inc 1.28% to 0.9%; Pinterest Inc 1.05% to 0.69%; Novocure Ltd 0.55% to 0.29%; Peloton Interactive Inc 0.79% to 0.56%; StoneCo Ltd 0.34% to 0.18%; Spotify Technology SA 0.91% to 0.76%. New: Bath &amp;amp; Body Works Inc (0.22%), GXO Logistics Inc (0.16%), Victoria&apos;s Secret &amp;amp; Co (0.06%), Procore Technologies Inc (0.02%), Mister Car Wash Inc (0.01%), Paycor HCM Inc (0.01%). Gone: Maxim Integrated Products Inc (0.65%), Slack Technologies Inc (0.53%), Proofpoint Inc (0.24%), L Brands Inc (0.24%), PRA Health Sciences Inc (0.24%), W R Grace &amp;amp; Co (0.09%). 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>IWP: filing for 2021-06-30 -- 121 added, 89 dropped, turnover 30.2%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>360 positions became 392: 121 added (18.59% of the fund), 89 dropped (15.15%). Turnover proxy 30.2%. Largest increases: Agilent Technologies Inc 0.1% to 0.98%; Peloton Interactive Inc 0.2% to 0.79%; Expedia Group Inc 0.08% to 0.56%; Waters Corp 0.04% to 0.48%; Zillow Group Inc 0.06% to 0.49%; Maxim Integrated Products Inc 0.24% to 0.65%. Largest decreases: O&apos;Reilly Automotive Inc 1.05% to 0.29%; Church &amp;amp; Dwight Co Inc 0.64% to 0.03%; McKesson Corp 0.68% to 0.11%; Ball Corp 0.75% to 0.19%; ANSYS Inc 0.86% to 0.31%; FleetCor Technologies Inc 0.65% to 0.12%. New: Palantir Technologies Inc (1.04%), Dexcom Inc (1%), Delta Air Lines Inc (0.67%), Hilton Worldwide Holdings Inc (0.54%), Trane Technologies PLC (0.52%), Discover Financial Services (0.48%). Gone: KLA Corp (1.51%), Align Technology Inc (1.25%), Twilio Inc (1.2%), Moderna Inc (1.1%), Cerner Corp (0.65%), IHS Markit Ltd (0.62%). 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>IWP: filing for 2021-03-31 -- 11 added, 0 dropped, turnover 6.1%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>349 positions became 360: 11 added (0.22% of the fund), 0 dropped (0%). Turnover proxy 6.1%. Largest increases: KLA Corp 1.19% to 1.51%; Moderna Inc 0.88% to 1.1%; Simon Property Group Inc 0.64% to 0.86%; Wayfair Inc 0.43% to 0.6%; Generac Holdings Inc 0.37% to 0.54%; Zebra Technologies Corp 0.55% to 0.69%. Largest decreases: Sarepta Therapeutics Inc 0.38% to 0.16%; RingCentral Inc 0.88% to 0.69%; Trade Desk Inc/The 0.98% to 0.79%; Coupa Software Inc 0.69% to 0.52%; Spotify Technology SA 1.22% to 1.06%; Splunk Inc 0.8% to 0.65%. New: Maravai LifeSciences Holdings Inc (0.05%), Sotera Health Co (0.03%), Playtika Holding Corp (0.03%), C3.ai Inc (0.03%), Sana Biotechnology Inc (0.02%), Certara 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 May 2021 12:00:00 GMT</pubDate></item><item><title>IWP: filing for 2020-12-31 -- 10 added, 4 dropped, turnover 7.8%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>343 positions became 349: 10 added (0.89% of the fund), 4 dropped (1.93%). Turnover proxy 7.8%. Largest increases: Roku Inc 0.7% to 1.07%; Align Technology Inc 0.9% to 1.23%; Enphase Energy Inc 0.31% to 0.55%; Trade Desk Inc/The 0.76% to 0.98%; Peloton Interactive Inc 0.08% to 0.28%; Twilio Inc 0.99% to 1.17%. Largest decreases: Splunk Inc 1.05% to 0.8%; Veeva Systems Inc 1.32% to 1.09%; O&apos;Reilly Automotive Inc 1.19% to 0.96%; Wayfair Inc 0.62% to 0.43%; DocuSign Inc 1.35% to 1.17%; Church &amp;amp; Dwight Co Inc 0.81% to 0.64%. New: Seagen Inc (0.66%), Unity Software Inc (0.11%), BorgWarner Inc (0.04%), American Well Corp (0.02%), JFrog Ltd (0.02%), Leslie&apos;s Inc (0.01%). Gone: Seattle Genetics Inc (0.84%), Immunomedics Inc (0.62%), Livongo Health Inc (0.27%), Dunkin&apos; Brands Group Inc (0.2%). 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>IWP: filing for 2020-09-30 -- 14 added, 3 dropped, turnover 7.3%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>332 positions became 343: 14 added (1.42% of the fund), 3 dropped (1.19%). Turnover proxy 7.3%. Largest increases: Immunomedics Inc 0.28% to 0.62%; Roku Inc 0.46% to 0.7%; Crowdstrike Holdings Inc 0.33% to 0.53%; Pinterest Inc 0.29% to 0.49%; Carvana Co 0.26% to 0.43%; DocuSign Inc 1.18% to 1.35%. Largest decreases: BioMarin Pharmaceutical Inc 0.79% to 0.44%; ResMed Inc 1.07% to 0.87%; Spotify Technology SA 1.32% to 1.12%; Splunk Inc 1.23% to 1.05%; Incyte Corp 0.74% to 0.58%; Fortinet Inc 0.71% to 0.55%. New: Match Group Inc (0.85%), IAC/InterActiveCorp (0.32%), Royalty Pharma PLC (0.05%), Dun &amp;amp; Bradstreet Holdings Inc (0.04%), Vroom Inc (0.04%), BigCommerce Holdings Inc (0.02%). Gone: Match Group Inc (0.95%), Match Group Inc/old (0.23%), LogMeIn 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>IWP: filing for 2020-06-30 -- 73 added, 147 dropped, turnover 36.1%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>406 positions became 332: 73 added (12.53% of the fund), 147 dropped (27.01%). Turnover proxy 36.1%. Largest increases: Spotify Technology SA 0.62% to 1.32%; Match Group Inc 0.31% to 0.95%; McKesson Corp 0.09% to 0.72%; DocuSign Inc 0.57% to 1.18%; Microchip Technology Inc 0.18% to 0.72%; Lululemon Athletica Inc 0.88% to 1.38%. Largest decreases: Motorola Solutions Inc 0.66% to 0.09%; Yum China Holdings Inc 0.49% to 0.05%; Waters Corp 0.46% to 0.03%; Citrix Systems Inc 0.58% to 0.19%; Keysight Technologies Inc 0.62% to 0.25%; TransDigm Group Inc 0.52% to 0.2%. New: Simon Property Group Inc (0.64%), Cardinal Health Inc (0.59%), Datadog Inc (0.52%), Teladoc Health Inc (0.5%), Slack Technologies Inc (0.45%), NortonLifeLock Inc (0.43%). Gone: Fiserv Inc (2.11%), Advanced Micro Devices Inc (1.85%), Global Payments Inc (1.69%), Dollar General Corp (1.42%), Lam Research Corp (1.2%), SBA Communications Corp (1.19%). 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>IWP: filing for 2020-03-31 -- 5 added, 4 dropped, turnover 10%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>405 positions became 406: 5 added (0.99% of the fund), 4 dropped (1.66%). Turnover proxy 10%. Largest increases: Centene Corp 0.67% to 1.16%; Advanced Micro Devices Inc 1.48% to 1.85%; SBA Communications Corp 0.85% to 1.19%; DexCom Inc 0.62% to 0.96%; MSCI Inc 0.67% to 0.93%; Dollar General Corp 1.19% to 1.42%. Largest decreases: Hilton Worldwide Holdings Inc 0.97% to 0.74%; ViacomCBS Inc 0.39% to 0.16%; ONEOK Inc 0.31% to 0.11%; TransDigm Group Inc 0.7% to 0.52%; Darden Restaurants Inc 0.42% to 0.26%; Wynn Resorts Ltd 0.35% to 0.19%. New: Trane Technologies PLC (0.73%), Ingersoll Rand Inc (0.19%), PPD Inc (0.03%), Reynolds Consumer Products Inc (0.02%), Bill.Com Holdings Inc (0.01%). Gone: Ingersoll-Rand PLC (0.94%), WellCare Health Plans Inc (0.47%), Zayo Group Holdings Inc (0.24%), Chicago Mercantile Exchange (0%). 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>IWP: filing for 2019-12-31 -- 4 added, 4 dropped, turnover 5.5%</title><link>https://themulden.com/funds/iwp/</link><guid isPermaLink="true">https://themulden.com/funds/iwp/</guid><description>405 positions became 405: 4 added (0.51% of the fund), 4 dropped (0.82%). Turnover proxy 5.5%. Largest increases: Advanced Micro Devices Inc 0.98% to 1.48%; Align Technology Inc 0.48% to 0.68%; Centene Corp 0.5% to 0.67%; Lam Research Corp 0.99% to 1.16%; DexCom Inc 0.46% to 0.62%; Splunk Inc 0.6% to 0.72%. Largest decreases: Twitter Inc 1.05% to 0.76%; Ball Corp 0.81% to 0.66%; Expedia Group Inc 0.54% to 0.41%; Chicago Mercantile Exchange 0.14% to 0%; Sage Therapeutics Inc 0.24% to 0.12%; Dollar General Corp 1.31% to 1.19%. New: ViacomCBS Inc (0.39%), Envista Holdings Corp (0.09%), Prosperity Bancshares Inc (0.02%), ViacomCBS Inc (0%). Gone: CBS Corp (0.41%), Versum Materials Inc (0.19%), Medidata Solutions Inc (0.19%), Genesee &amp;amp; Wyoming Inc (0.04%). 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>