<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>TGRW filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of TGRW 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>TGRW: filing for 2026-06-30 -- 14 added, 3 dropped, turnover 24.8%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>70 positions became 81: 14 added (10.65% of the fund), 3 dropped (0.1%). Turnover proxy 24.8%. Largest increases: STATE STREET INS US GO MM FD-IS 0.2% to 4.93%; ALPHABET INC CL A 7.26% to 11.37%; ADVANCED MICRO DEVICES 1.19% to 3.69%; LAM RESEARCH CORP 1.01% to 2.16%; CROWDSTRIKE HOLDINGS INC - A 0.7% to 1.02%; TAIWAN SEMICONDUCTOR-SP ADR 0.78% to 0.96%. Largest decreases: APPLE INC 11.46% to 5.62%; MICROSOFT CORP 9.37% to 3.99%; AMAZON.COM INC 4.89% to 1.28%; NVIDIA CORP 14.26% to 13.23%; META PLATFORMS INC-CLASS A 4% to 3.01%; NETFLIX INC 1.98% to 1.16%. New: MICRON TECHNOLOGY INC (3.72%), APPLIED MATERIALS INC (1.87%), CATERPILLAR INC (1.32%), SANDISK CORP (0.8%), KLA CORP (0.76%), MARVELL TECHNOLOGY INC (0.59%). Gone: WINGSTOP INC (0.06%), ARES MANAGEMENT CORP (0.03%), COUPANG INC-A (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 2026 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2026-03-31 -- 7 added, 4 dropped, turnover 8.7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>67 positions became 70: 7 added (2.47% of the fund), 4 dropped (0.56%). Turnover proxy 8.7%. Largest increases: COSTCO WHOLESALE CORP 0.2% to 0.86%; LAM RESEARCH CORP 0.36% to 1.01%; GE VERNOVA LLC 0.2% to 0.69%; ADVANCED MICRO DEVICES 0.82% to 1.19%; NVIDIA CORP 13.89% to 14.26%; CHUBB LTD 0.23% to 0.54%. Largest decreases: MICROSOFT CORP 11.65% to 9.37%; ELI LILLY &amp;amp; CO 3.53% to 3.07%; META PLATFORMS INC-CLASS A 4.44% to 4%; ARISTA NETWORKS INC 0.79% to 0.41%; ARES MANAGEMENT CORP 0.4% to 0.03%; APPLOVIN CORP-CLASS A 1.03% to 0.67%. New: CINTAS CORP (0.54%), VERTIV HOLDINGS CO-A (0.46%), MORGAN STANLEY (0.46%), INVESCO QQQ TRUST SERIES 1 (0.31%), MARSH &amp;amp; MCLENNAN COS (0.26%), OLD DOMINION FREIGHT LINE (0.23%). Gone: ISHARES RUSSELL 1000 GROWTH FD (0.44%), ROPER TECHNOLOGIES INC (0.05%), CIGNA GROUP/THE (0.05%), FLOOR &amp;amp; DECOR HOLDINGS INC-A (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>TGRW: filing for 2025-12-31 -- 8 added, 9 dropped, turnover 9.7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>68 positions became 67: 8 added (2.3% of the fund), 9 dropped (1.63%). Turnover proxy 9.7%. Largest increases: ALPHABET INC CL A 5.78% to 7.4%; ELI LILLY &amp;amp; CO 2.01% to 3.53%; BROADCOM INC 4.8% to 5.5%; ADVANCED MICRO DEVICES 0.31% to 0.82%; ISHARES RUSSELL 1000 GROWTH FD 0.11% to 0.44%; INTUITIVE SURGICAL INC 1.04% to 1.35%. Largest decreases: MICROSOFT CORP 13.04% to 11.65%; NETFLIX INC 2.6% to 1.68%; NVIDIA CORP 14.68% to 13.89%; ORACLE CORP 1.39% to 0.8%; FERRARI NV 0.71% to 0.12%; COUPANG INC-A 0.67% to 0.28%. New: HOWMET AEROSPACE INC (0.73%), WELLTOWER INC (0.4%), LAM RESEARCH CORP (0.36%), FABRINET (0.23%), CHUBB LTD (0.23%), COSTCO WHOLESALE CORP (0.2%). Gone: INVESCO QQQ TRUST SERIES 1 (0.48%), STATE STREET INS US GO MM FD-IS (0.46%), SYNOPSYS INC (0.28%), ROCKWELL AUTOMATION INC (0.25%), DUOLINGO (0.11%), FISERV INC (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Feb 2026 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2025-09-30 -- 18 added, 1 dropped, turnover 16%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>51 positions became 68: 18 added (9.02% of the fund), 1 dropped (0.32%). Turnover proxy 16%. Largest increases: ALPHABET INC CL A 3.39% to 5.78%; APPLE INC 9.59% to 11.3%; TESLA INC 1.7% to 3.2%; GENERAL AEROSPACE 1.26% to 1.76%; THERMO FISHER SCIENTIFIC INC 0.07% to 0.36%; BROADCOM INC 4.52% to 4.8%. Largest decreases: MICROSOFT CORP 14.83% to 13.04%; AMAZON.COM INC 6.59% to 5.24%; STATE STREET INS US GO MM FD-IS 1.46% to 0.46%; META PLATFORMS INC-CLASS A 5.73% to 4.8%; VISA INC-CLASS A SHARES 3.44% to 2.62%; INTUIT INC 1.5% to 0.71%. New: ORACLE CORP (1.39%), ARISTA NETWORKS INC (1.15%), CARVANA CO (1.05%), DOORDASH INC - A (0.71%), CROWDSTRIKE HOLDINGS INC - A (0.51%), INVESCO QQQ TRUST SERIES 1 (0.48%). Gone: Keysight Technologies Inc (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Nov 2025 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2025-06-30 -- 1 added, 9 dropped, turnover 17%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>59 positions became 51: 1 added (1.26% of the fund), 9 dropped (1.7%). Turnover proxy 17%. Largest increases: NVIDIA Corp 9.92% to 14.71%; Microsoft Corp 11.19% to 14.83%; Broadcom Inc 1.64% to 4.52%; Meta Platforms Inc 4.89% to 5.73%; Netflix Inc 2.43% to 3.11%; Tesla Inc 1.1% to 1.7%. Largest decreases: Apple Inc 12.05% to 9.59%; Alphabet Inc 5.83% to 3.39%; Amazon.com Inc 8.58% to 6.59%; Eli Lilly &amp;amp; Co 3.41% to 2.38%; Danaher Corp 1.5% to 0.56%; Lululemon Athletica Inc 0.83% to 0.03%. New: General Electric Co (1.26%). Gone: Starbucks Corp (0.69%), Pinterest Inc (0.39%), Dynatrace Inc (0.39%), IDEXX Laboratories Inc (0.15%), Advanced Micro Devices Inc (0.02%), Alphabet Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Aug 2025 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2025-03-31 -- 0 added, 6 dropped, turnover 7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>65 positions became 59: 0 added (0% of the fund), 6 dropped (0.59%). Turnover proxy 7%. Largest increases: Visa Inc 2.63% to 3.26%; Netflix Inc 1.94% to 2.43%; Broadcom Inc 1.16% to 1.64%; Eli Lilly &amp;amp; Co 2.95% to 3.41%; Roper Technologies Inc 0.77% to 1.19%; Taiwan Semiconductor Manufacturing Co Ltd 0.38% to 0.77%. Largest decreases: Tesla Inc 2.33% to 1.1%; State Street Institutional US Government Money Market Fund 2.35% to 1.66%; Microsoft Corp 11.85% to 11.19%; Autodesk Inc 0.64% to 0.02%; Alphabet Inc 6.43% to 5.83%; Salesforce Inc 0.43% to 0.01%. Gone: Chubb Ltd (0.35%), Lineage Inc (0.05%), Adobe Inc (0.05%), Uber Technologies Inc (0.05%), Legend Biotech Corp (0.05%), MongoDB Inc (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 May 2025 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2024-12-31 -- 5 added, 5 dropped, turnover 10.5%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>65 positions became 65: 5 added (2.21% of the fund), 5 dropped (0.65%). Turnover proxy 10.5%. Largest increases: Alphabet Inc 4.9% to 6.43%; Amazon.com Inc 7.73% to 8.74%; Amphenol Corp 0.12% to 0.84%; State Street Institutional US Government Money Market Fund 1.66% to 2.35%; Lululemon Athletica Inc 0.37% to 0.9%; Snowflake Inc 0.22% to 0.74%. Largest decreases: Apple Inc 13.77% to 12.08%; Uber Technologies Inc 1.18% to 0.05%; Microsoft Corp 12.62% to 11.85%; Eli Lilly &amp;amp; Co 3.69% to 2.95%; Adobe Inc 0.74% to 0.05%; UnitedHealth Group Inc 1.58% to 0.9%. New: Broadcom Inc (1.16%), Natera Inc (0.31%), Keysight Technologies Inc (0.3%), MercadoLibre Inc (0.28%), Duolingo Inc (0.15%). Gone: Dollar General Corp (0.48%), Rivian Automotive Inc (0.11%), Fortinet Inc (0.02%), Intel Corp (0.02%), Lam Research Corp (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>TGRW: filing for 2024-09-30 -- 4 added, 13 dropped, turnover 10.4%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>74 positions became 65: 4 added (1.48% of the fund), 13 dropped (1.35%). Turnover proxy 10.4%. Largest increases: Apple Inc 11.77% to 13.77%; Tesla Inc 1.12% to 1.99%; State Street Institutional US Government Money Market Fund 1.01% to 1.66%; Starbucks Corp 0.23% to 0.78%; Shopify Inc 0.83% to 1.2%; Argenx SE 0.47% to 0.83%. Largest decreases: Alphabet Inc 7.03% to 4.9%; NVIDIA Corp 12.15% to 10.42%; Lam Research Corp 0.63% to 0.02%; Fortinet Inc 0.54% to 0.02%; Taiwan Semiconductor Manufacturing Co Ltd 0.54% to 0.03%; Microsoft Corp 13.13% to 12.62%. New: HubSpot Inc (0.52%), AppLovin Corp (0.39%), Lululemon Athletica Inc (0.37%), Lineage Inc (0.21%). Gone: NIKE Inc (0.42%), Schlumberger NV (0.13%), TransUnion (0.12%), Vertex Pharmaceuticals Inc (0.11%), T-Mobile US Inc (0.1%), Ross Stores Inc (0.08%). 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>TGRW: filing for 2024-06-30 -- 3 added, 2 dropped, turnover 10.9%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>73 positions became 74: 3 added (0.64% of the fund), 2 dropped (0.09%). Turnover proxy 10.9%. Largest increases: Apple Inc 7.79% to 11.77%; NVIDIA Corp 9.41% to 12.15%; Alphabet Inc 6.09% to 7.03%; Tesla Inc 0.41% to 1.12%; State Street Institutional US Government Money Market Fund 0.52% to 1.01%; Taiwan Semiconductor Manufacturing Co Ltd 0.26% to 0.54%. Largest decreases: UnitedHealth Group Inc 2.35% to 1.57%; Salesforce Inc 1.26% to 0.55%; Schlumberger NV 0.81% to 0.13%; T-Mobile US Inc 0.68% to 0.1%; Visa Inc 2.97% to 2.4%; Vertex Pharmaceuticals Inc 0.65% to 0.11%. New: Rockwell Automation Inc (0.31%), Starbucks Corp (0.23%), IDEXX Laboratories Inc (0.1%). Gone: Trade Desk Inc/The (0.05%), Avantor Inc (0.04%). 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>TGRW: filing for 2024-03-31 -- 5 added, 11 dropped, turnover 9.9%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>79 positions became 73: 5 added (3.1% of the fund), 11 dropped (0.38%). Turnover proxy 9.9%. Largest increases: NVIDIA Corp 6.06% to 9.41%; Meta Platforms Inc 3.73% to 4.73%; Eli Lilly &amp;amp; Co 2.9% to 3.41%; Amazon.com Inc 7.8% to 8.14%; Old Dominion Freight Line Inc 0.43% to 0.59%; Shopify Inc 0.63% to 0.77%. Largest decreases: Apple Inc 9.79% to 7.79%; Tesla Inc 1.4% to 0.41%; Rivian Automotive Inc 1.39% to 0.45%; Alphabet Inc 1.51% to 0.98%; Accenture PLC 0.78% to 0.26%; Chubb Ltd 0.98% to 0.6%. New: Uber Technologies Inc (0.9%), Autodesk Inc (0.75%), Fortinet Inc (0.74%), Synopsys Inc (0.46%), Taiwan Semiconductor Manufacturing Co Ltd (0.26%). Gone: Lululemon Athletica Inc (0.04%), Humana Inc (0.04%), Constellation Brands Inc (0.04%), Marvell Technology Inc (0.04%), Estee Lauder Cos Inc/The (0.04%), McKesson Corp (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 May 2024 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2023-12-31 -- 6 added, 5 dropped, turnover 7.3%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>78 positions became 79: 6 added (2.04% of the fund), 5 dropped (0.5%). Turnover proxy 7.3%. Largest increases: Microsoft Corp 12.82% to 13.32%; Atlassian Corp 0.25% to 0.69%; Advanced Micro Devices Inc 0.58% to 0.97%; Intuitive Surgical Inc 1.2% to 1.54%; Adobe Inc 0.85% to 1.18%; Charles Schwab Corp/The 0.36% to 0.68%. Largest decreases: Humana Inc 1.03% to 0.04%; Constellation Brands Inc 0.71% to 0.04%; State Street Institutional US Government Money Market Fund 1.1% to 0.67%; Procter &amp;amp; Gamble Co/The 0.45% to 0.03%; McKesson Corp 0.4% to 0.03%; Match Group Inc 0.34% to 0.02%. New: Dollar General Corp (0.96%), NIKE Inc (0.61%), Intel Corp (0.4%), Veralto Corp (0.03%), Hess Corp (0.03%), Amphenol Corp (0.01%). Gone: Activision Blizzard Inc (0.4%), Global Payments Inc (0.03%), HCA Healthcare Inc (0.02%), Align Technology Inc (0.02%), FedEx Corp (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Feb 2024 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2023-09-30 -- 7 added, 7 dropped, turnover 8.6%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>78 positions became 78: 7 added (2.68% of the fund), 7 dropped (0.16%). Turnover proxy 8.6%. Largest increases: Alphabet Inc 5.4% to 6.45%; State Street Institutional US Government Money Market Fund 0.26% to 1.1%; Amazon.com Inc 6.82% to 7.63%; Eli Lilly &amp;amp; Co 2.4% to 2.88%; Rivian Automotive Inc 0.92% to 1.37%; Meta Platforms Inc 3.5% to 3.78%. Largest decreases: Microsoft Corp 14.1% to 12.82%; Apple Inc 10.79% to 9.56%; Advanced Micro Devices Inc 1.5% to 0.58%; HCA Healthcare Inc 0.42% to 0.02%; Chipotle Mexican Grill Inc 1.11% to 0.73%; Intuitive Surgical Inc 1.55% to 1.2%. New: Adobe Inc (0.85%), Schlumberger NV (0.81%), Thermo Fisher Scientific Inc (0.61%), Snowflake Inc (0.24%), Aurora Innovation Inc (0.08%), Klaviyo Inc (0.04%). Gone: Insulet Corp (0.03%), Expedia Group Inc (0.02%), Wynn Resorts Ltd (0.02%), Sea Ltd (0.02%), Peloton Interactive Inc (0.02%), AstraZeneca PLC (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Nov 2023 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2023-06-30 -- 3 added, 4 dropped, turnover 12%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>79 positions became 78: 3 added (1.06% of the fund), 4 dropped (0.1%). Turnover proxy 12%. Largest increases: Meta Platforms Inc 1.6% to 3.5%; NVIDIA Corp 4.37% to 5.93%; Amazon.com Inc 5.28% to 6.82%; Alphabet Inc 4.34% to 5.4%; Eli Lilly &amp;amp; Co 1.73% to 2.4%; Microsoft Corp 13.53% to 14.1%. Largest decreases: Ferrari NV 2.5% to 1.36%; ASML Holding NV 2.25% to 1.45%; Ross Stores Inc 1.46% to 0.7%; Sea Ltd 0.76% to 0.02%; UnitedHealth Group Inc 3.3% to 2.73%; Wynn Resorts Ltd 0.57% to 0.02%. New: Dynatrace Inc (0.51%), Charles Schwab Corp/The (0.36%), Legend Biotech Corp (0.2%). Gone: Black Knight Inc (0.03%), HashiCorp Inc (0.03%), Verisk Analytics Inc (0.03%), SentinelOne Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 22 Aug 2023 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2023-03-31 -- 11 added, 6 dropped, turnover 13.3%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>74 positions became 79: 11 added (5.58% of the fund), 6 dropped (0.18%). Turnover proxy 13.3%. Largest increases: NVIDIA Corp 2.54% to 4.37%; Meta Platforms Inc 0.35% to 1.6%; Tesla Inc 0.03% to 1.22%; Apple Inc 9.29% to 10.28%; Microsoft Corp 13.01% to 13.53%; Advanced Micro Devices Inc 1.41% to 1.86%. Largest decreases: State Street Global Advisors 4.74% to 0.39%; Alphabet Inc 2.39% to 1.39%; Ross Stores Inc 2.37% to 1.46%; Rivian Automotive Inc 1.8% to 0.98%; UnitedHealth Group Inc 4.03% to 3.3%; Amazon.com Inc 5.72% to 5.28%. New: Chubb Ltd (0.76%), Procter &amp;amp; Gamble Co/The (0.73%), Linde PLC (0.72%), Constellation Brands Inc (0.52%), McKesson Corp (0.46%), Vertex Pharmaceuticals Inc (0.45%). Gone: Generac Holdings Inc (0.04%), DoorDash Inc (0.04%), Block Inc (0.03%), Bill.com Holdings Inc (0.03%), Moderna Inc (0.02%), Carvana Co (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 May 2023 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2022-12-31 -- 5 added, 6 dropped, turnover 17.7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>75 positions became 74: 5 added (2.46% of the fund), 6 dropped (0.92%). Turnover proxy 17.7%. Largest increases: State Street Global Advisors 0.68% to 4.74%; Mastercard Inc 2.07% to 3.04%; Visa Inc 2.37% to 3.28%; Microsoft Corp 12.16% to 13.01%; Ferrari NV 1.53% to 2.38%; NVIDIA Corp 1.75% to 2.54%. Largest decreases: Amazon.com Inc 11.32% to 5.72%; Tesla Inc 3.47% to 0.03%; Rivian Automotive Inc 3.53% to 1.8%; Alphabet Inc 3.85% to 2.39%; Chipotle Mexican Grill Inc 1.39% to 0.79%; Meta Platforms Inc 0.88% to 0.35%. New: Lam Research Corp (0.67%), Estee Lauder Cos Inc/The (0.64%), Atlassian Corp (0.64%), Pinterest Inc (0.46%), Mobileye Global Inc (0.05%). Gone: Atlassian Corp PLC (0.83%), MarketAxess Holdings Inc (0.02%), Snowflake Inc (0.02%), Datadog Inc (0.02%), Snap Inc (0.01%), Twilio Inc (0.01%). 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>TGRW: filing for 2022-09-30 -- 4 added, 9 dropped, turnover 9.3%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>80 positions became 75: 4 added (1.46% of the fund), 9 dropped (0.27%). Turnover proxy 9.3%. Largest increases: Tesla Inc 2.23% to 3.47%; Amazon.com Inc 10.22% to 11.32%; Rivian Automotive Inc 2.63% to 3.53%; Apple Inc 8.61% to 9.48%; Ferrari NV 0.98% to 1.53%; Netflix Inc 0.61% to 0.93%. Largest decreases: Alphabet Inc 4.56% to 3.85%; Microsoft Corp 12.81% to 12.16%; State Street Global Advisors 1.3% to 0.68%; Snap Inc 0.63% to 0.01%; Alphabet Inc 4.69% to 4.18%; FedEx Corp 0.99% to 0.51%. New: Old Dominion Freight Line Inc (0.47%), Danaher Corp (0.34%), Floor &amp;amp; Decor Holdings Inc (0.34%), Moderna Inc (0.3%). Gone: ROBLOX Corp (0.05%), Zoom Video Communications Inc (0.04%), UiPath Inc (0.04%), Taiwan Semiconductor Manufacturing Co Ltd (0.03%), Airbnb Inc (0.03%), Tradeweb Markets Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 23 Nov 2022 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2022-06-30 -- 1 added, 13 dropped, turnover 12.7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>92 positions became 80: 1 added (0.26% of the fund), 13 dropped (0.37%). Turnover proxy 12.7%. Largest increases: UnitedHealth Group Inc 0.97% to 3.71%; Rivian Automotive Inc 0.81% to 2.63%; Microsoft Corp 11.64% to 12.81%; Apple Inc 7.65% to 8.61%; Visa Inc 1.87% to 2.48%; Eli Lilly &amp;amp; Co 1.04% to 1.6%. Largest decreases: Tesla Inc 4.99% to 2.23%; Amazon.com Inc 11.94% to 10.22%; Meta Platforms Inc 2.66% to 0.97%; Netflix Inc 1.29% to 0.61%; Snap Inc 1.27% to 0.63%; NVIDIA Corp 2.67% to 2.09%. New: Verisk Analytics Inc (0.26%). Gone: Anthem Inc (0.06%), NIKE Inc (0.04%), S&amp;amp;P Global Inc (0.04%), Paycom Software Inc (0.04%), Shopify Inc (0.03%), Avalara Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Aug 2022 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2022-03-31 -- 3 added, 12 dropped, turnover 12.9%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>101 positions became 92: 3 added (1.16% of the fund), 12 dropped (0.48%). Turnover proxy 12.9%. Largest increases: Amazon.com Inc 10.2% to 11.94%; Tesla Inc 3.37% to 4.99%; Apple Inc 6.04% to 7.65%; NVIDIA Corp 1.81% to 2.67%; Microsoft Corp 10.84% to 11.64%; Chipotle Mexican Grill Inc 0.69% to 1.06%. Largest decreases: Meta Platforms Inc 4.97% to 2.66%; Rivian Automotive Inc 1.49% to 0.81%; Netflix Inc 1.94% to 1.29%; Sea Ltd 1.81% to 1.21%; Shopify Inc 0.62% to 0.03%; S&amp;amp;P Global Inc 0.6% to 0.04%. New: Atlassian Corp PLC (0.69%), Insulet Corp (0.25%), Twilio Inc (0.22%). Gone: MSCI Inc (0.18%), Alibaba Group Holding Ltd (0.05%), Incyte Corp (0.04%), XP Inc (0.03%), Zebra Technologies Corp (0.03%), Southwest Airlines Co (0.03%). 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>TGRW: filing for 2021-12-31 -- 8 added, 8 dropped, turnover 11.2%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>101 positions became 101: 8 added (2.9% of the fund), 8 dropped (0.26%). Turnover proxy 11.2%. Largest increases: Microsoft Corp 9.41% to 10.84%; State Street Global Advisors 0.4% to 1.56%; NVIDIA Corp 0.69% to 1.81%; Apple Inc 5.02% to 6.04%; Tesla Inc 2.59% to 3.37%; Amazon.com Inc 9.72% to 10.2%. Largest decreases: Sea Ltd 2.75% to 1.81%; Alibaba Group Holding Ltd 0.97% to 0.05%; Snap Inc 2.33% to 1.41%; Meta Platforms Inc 5.71% to 4.97%; Visa Inc 2.17% to 1.58%; PayPal Holdings Inc 0.96% to 0.47%. New: Rivian Automotive Inc (1.49%), Expedia Group Inc (0.46%), Ceridian HCM Holding Inc (0.26%), Pinduoduo Inc (0.25%), Peloton Interactive Inc (0.17%), Monday.com Ltd (0.1%). Gone: Linde PLC (0.1%), Playtika Holding Corp (0.04%), Cummins Inc (0.03%), Clarivate PLC (0.02%), Vertex Pharmaceuticals Inc (0.02%), Equifax Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Feb 2022 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2021-09-30 -- 6 added, 2 dropped, turnover 9.6%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>97 positions became 101: 6 added (2.46% of the fund), 2 dropped (0.08%). Turnover proxy 9.6%. Largest increases: Microsoft Corp 8.81% to 9.41%; UiPath Inc 0.01% to 0.58%; Spotify Technology SA 0.51% to 0.98%; Alphabet Inc 3.73% to 4.16%; Alphabet Inc 3.77% to 4.13%; Netflix Inc 1.82% to 2.14%. Largest decreases: Fidelity National Information Services Inc 0.88% to 0.02%; Vertex Pharmaceuticals Inc 0.77% to 0.02%; State Street Global Advisors 1.13% to 0.4%; Alibaba Group Holding Ltd 1.71% to 0.97%; Mastercard Inc 2.42% to 1.7%; Visa Inc 2.87% to 2.17%. New: Square Inc (1.1%), MongoDB Inc (0.69%), Trade Desk Inc/The (0.35%), SentinelOne Inc (0.3%), Toast Inc (0.02%), DiDi Global Inc (0%). Gone: Chubb Ltd (0.04%), Wix.com Ltd (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 19 Nov 2021 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2021-06-30 -- 5 added, 9 dropped, turnover 8.2%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>101 positions became 97: 5 added (0.46% of the fund), 9 dropped (0.68%). Turnover proxy 8.2%. Largest increases: Facebook Inc 4.53% to 5.68%; Alphabet Inc 2.74% to 3.77%; Microsoft Corp 8.13% to 8.81%; Apple Inc 4.45% to 4.91%; Zoom Video Communications Inc 0.49% to 0.92%; Alphabet Inc 3.33% to 3.73%. Largest decreases: UnitedHealth Group Inc 1.86% to 0.67%; Alibaba Group Holding Ltd 2.61% to 1.71%; Cigna Corp 1.28% to 0.5%; Fiserv Inc 1.28% to 0.97%; Anthem Inc 0.82% to 0.51%; salesforce.com Inc 1.48% to 1.19%. New: MarketAxess Holdings Inc (0.18%), Vimeo Inc (0.1%), Bright Health Group Inc (0.08%), IAC/InterActiveCorp (0.07%), UiPath Inc (0.01%). Gone: IAC/InterActiveCorp (0.16%), Parker-Hannifin Corp (0.13%), Adobe Inc (0.11%), Fortive Corp (0.06%), Union Pacific Corp (0.05%), Centene Corp (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 12 Aug 2021 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2021-03-31 -- 16 added, 7 dropped, turnover 11.5%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>92 positions became 101: 16 added (5.41% of the fund), 7 dropped (0.31%). Turnover proxy 11.5%. Largest increases: Tesla Inc 1.04% to 2.58%; Alphabet Inc 2.23% to 2.74%; Facebook Inc 4.05% to 4.53%; DoorDash Inc 0.05% to 0.36%; Microsoft Corp 7.84% to 8.13%; Alphabet Inc 3.06% to 3.33%. Largest decreases: Amazon.com Inc 10.9% to 9.83%; Fortive Corp 0.63% to 0.06%; Marvell Technology Group Ltd 0.62% to 0.05%; Slack Technologies Inc 0.6% to 0.05%; Parker-Hannifin Corp 0.66% to 0.13%; Adobe Inc 0.6% to 0.11%. New: Eli Lilly and Co (1.06%), AstraZeneca PLC (0.53%), Zoom Video Communications Inc (0.49%), Farfetch Ltd (0.48%), Black Knight Inc (0.45%), Boeing Co/The (0.41%). Gone: Westinghouse Air Brake Technologies Corp (0.07%), Cboe Global Markets Inc (0.07%), Vontier Corp (0.05%), Palantir Technologies Inc (0.04%), Alcon Inc (0.03%), JB Hunt Transport Services Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 19 May 2021 12:00:00 GMT</pubDate></item><item><title>TGRW: filing for 2020-12-31 -- 8 added, 6 dropped, turnover 7%</title><link>https://themulden.com/funds/tgrw/</link><guid isPermaLink="true">https://themulden.com/funds/tgrw/</guid><description>90 positions became 92: 8 added (1.52% of the fund), 6 dropped (0.32%). Turnover proxy 7%. Largest increases: Snap Inc 1.15% to 1.73%; Sea Ltd 1.63% to 2.16%; Alphabet Inc 2.58% to 3.06%; Apple Inc 4.23% to 4.6%; Microsoft Corp 7.52% to 7.84%; Wynn Resorts Ltd 0.6% to 0.88%. Largest decreases: salesforce.com Inc 2.63% to 1.86%; Alibaba Group Holding Ltd 3.69% to 2.99%; Fidelity National Information Services Inc 1.76% to 1.1%; Amazon.com Inc 11.33% to 10.9%; NVIDIA Corp 1.36% to 0.97%; Mastercard Inc 2.82% to 2.5%. New: Las Vegas Sands Corp (0.49%), Shopify Inc (0.45%), Avantor Inc (0.22%), Coupa Software Inc (0.18%), Airbnb Inc (0.06%), Vontier Corp (0.05%). Gone: Goldman Sachs Group Inc/The (0.09%), AbbVie Inc (0.08%), General Electric Co (0.06%), IAC/InterActiveCorp (0.04%), Sempra Energy (0.03%), TD Ameritrade Holding Corp (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 17 Feb 2021 12:00:00 GMT</pubDate></item></channel></rss>