<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>VOT filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of VOT 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>VOT: filing for 2026-06-30 -- 6 added, 14 dropped, turnover 15.5%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>132 positions became 124: 6 added (3.15% of the fund), 14 dropped (4.94%). Turnover proxy 15.5%. Largest increases: Bloom Energy Corp 0.47% to 1.8%; Western Digital Corp 1.19% to 2.42%; Coherent Corp 0.58% to 1.7%; Comfort Systems USA Inc 0.63% to 1.53%; Datadog Inc 1.01% to 1.89%; Rocket Lab Corp 0.47% to 1.29%. Largest decreases: Zoetis Inc 1.17% to 0.6%; Tractor Supply Co 0.62% to 0.09%; Constellation Energy Corp 2.24% to 1.77%; Motorola Solutions Inc 1.87% to 1.52%; EQT Corp 0.52% to 0.18%; Broadridge Financial Solutions Inc 0.49% to 0.17%. New: Astera Labs Inc (0.82%), Carnival Corp Ltd (0.78%), Flex Ltd (0.65%), Republic Services Inc (0.47%), AST SpaceMobile Inc (0.28%), Cerebras Systems Inc (0.15%). Gone: Marvell Technology Inc (1.12%), Carnival Corp (0.75%), Corning Inc (0.68%), Coterra Energy Inc (0.66%), Interactive Brokers Group Inc (0.37%), NVR Inc (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2026-03-31 -- 14 added, 2 dropped, turnover 14.6%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>120 positions became 132: 14 added (6.96% of the fund), 2 dropped (0.22%). Turnover proxy 14.6%. Largest increases: Vertiv Holdings Co 1.62% to 2.49%; Teradyne Inc 0.4% to 1.21%; Seagate Technology Holdings PLC 1.54% to 2.22%; Zoetis Inc 0.65% to 1.17%; Quanta Services Inc 1.65% to 2.13%; Chipotle Mexican Grill Inc 0.64% to 1.08%. Largest decreases: Robinhood Markets Inc 2.33% to 1.42%; DoorDash Inc 2.05% to 1.36%; Constellation Energy Corp 2.89% to 2.24%; Flutter Entertainment PLC 0.89% to 0.37%; Atlassian Corp 0.71% to 0.3%; ROBLOX Corp 1.32% to 0.92%. New: Western Digital Corp (1.19%), Ciena Corp (0.71%), Corning Inc (0.68%), Autodesk Inc (0.66%), Lumentum Holdings Inc (0.65%), Comfort Systems USA Inc (0.63%). Gone: Gartner Inc (0.11%), TransUnion (0.11%). 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>VOT: filing for 2025-12-31 -- 8 added, 11 dropped, turnover 9.8%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>123 positions became 120: 8 added (3.69% of the fund), 11 dropped (1.45%). Turnover proxy 9.8%. Largest increases: Coreweave Inc 0.12% to 0.58%; Microchip Technology Inc 0.45% to 0.9%; Reddit Inc 0.36% to 0.79%; Paychex Inc 0.53% to 0.95%; Rocket Cos Inc 0.12% to 0.47%; Ross Stores Inc 1.29% to 1.54%. Largest decreases: ROBLOX Corp 2.2% to 1.32%; Coinbase Global Inc 1.88% to 1.28%; Robinhood Markets Inc 2.87% to 2.33%; Gartner Inc 0.49% to 0.11%; DoorDash Inc 2.39% to 2.05%; Motorola Solutions Inc 1.97% to 1.67%. New: Electronic Arts Inc (0.67%), Zoetis Inc (0.65%), Chipotle Mexican Grill Inc (0.64%), Workday Inc (0.6%), Insmed Inc (0.49%), Iron Mountain Inc (0.31%). Gone: NVR Inc (0.28%), Invitation Homes Inc (0.22%), Sun Communities Inc (0.21%), Okta Inc (0.2%), Domino&apos;s Pizza Inc (0.17%), FactSet Research Systems Inc (0.14%). 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>VOT: filing for 2025-09-30 -- 5 added, 8 dropped, turnover 10.3%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>126 positions became 123: 5 added (2.28% of the fund), 8 dropped (4.47%). Turnover proxy 10.3%. Largest increases: Robinhood Markets Inc 1.86% to 2.87%; ROBLOX Corp 1.63% to 2.2%; Seagate Technology Holdings PLC 0.79% to 1.3%; Ventas Inc 0.37% to 0.82%; Alnylam Pharmaceuticals Inc 1.1% to 1.55%; Vertiv Holdings Co 1.27% to 1.49%. Largest decreases: Molina Healthcare Inc 0.42% to 0.07%; FactSet Research Systems Inc 0.44% to 0.14%; TransDigm Group Inc 2.21% to 1.92%; Gartner Inc 0.77% to 0.49%; Invitation Homes Inc 0.49% to 0.22%; Trade Desk Inc/The 0.84% to 0.57%. New: Marvell Technology Inc (0.94%), Paychex Inc (0.53%), Microchip Technology Inc (0.45%), Reddit Inc (0.36%), Figma Inc (0%). Gone: Amphenol Corp (1.55%), Hess Corp (1%), ANSYS Inc (0.8%), Diamondback Energy Inc (0.34%), IQVIA Holdings Inc (0.34%), Cooper Cos Inc/The (0.18%). 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>VOT: filing for 2025-06-30 -- 3 added, 11 dropped, turnover 12.6%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>134 positions became 126: 3 added (1.45% of the fund), 11 dropped (4.23%). Turnover proxy 12.6%. Largest increases: Robinhood Markets Inc 0.92% to 1.86%; Coinbase Global Inc 0.99% to 1.82%; Constellation Energy Corp 1.82% to 2.63%; ROBLOX Corp 0.98% to 1.63%; Vistra Corp 1.15% to 1.7%; Royal Caribbean Cruises Ltd 1.43% to 1.98%. Largest decreases: Amphenol Corp 2.28% to 1.55%; Diamondback Energy Inc 0.86% to 0.34%; IQVIA Holdings Inc 0.85% to 0.34%; Hess Corp 1.34% to 1%; Copart Inc 1.41% to 1.11%; Cooper Cos Inc/The 0.48% to 0.18%. New: Flutter Entertainment PLC (1.31%), Coreweave Inc (0.15%), N/A (0%). Gone: Welltower Inc (1.41%), MicroStrategy Inc (1%), Hershey Co/The (0.36%), Devon Energy Corp (0.35%), ON Semiconductor Corp (0.25%), UDR Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Aug 2025 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2025-03-31 -- 3 added, 9 dropped, turnover 10.2%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>140 positions became 134: 3 added (1.06% of the fund), 9 dropped (3.16%). Turnover proxy 10.2%. Largest increases: Robinhood Markets Inc 0.36% to 0.92%; Garmin Ltd 0.42% to 0.96%; Carvana Co 0.33% to 0.76%; Hess Corp 0.99% to 1.34%; Howmet Aerospace Inc 1.19% to 1.51%; TransDigm Group Inc 1.81% to 2.12%. Largest decreases: Trade Desk Inc/The 1.41% to 0.71%; Welltower Inc 2.1% to 1.41%; ON Semiconductor Corp 0.72% to 0.25%; Block Inc 1.27% to 0.87%; Illumina Inc 0.57% to 0.18%; Vertiv Holdings Co 1.14% to 0.79%. New: Ross Stores Inc (0.61%), Ventas Inc (0.43%), Venture Global Inc (0.02%). Gone: Palantir Technologies Inc (2.1%), Halliburton Co (0.29%), BioMarin Pharmaceutical Inc (0.17%), Pool Corp (0.16%), Brown-Forman Corp (0.15%), Incyte Corp (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 May 2025 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2024-12-31 -- 7 added, 9 dropped, turnover 11.2%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>142 positions became 140: 7 added (3.04% of the fund), 9 dropped (3.61%). Turnover proxy 11.2%. Largest increases: Edwards Lifesciences Corp 0.53% to 1.17%; Targa Resources Corp 0.43% to 1.04%; Royal Caribbean Cruises Ltd 1.04% to 1.49%; Coinbase Global Inc 0.92% to 1.29%; Atlassian Corp 0.68% to 1.05%; MicroStrategy Inc 0.39% to 0.73%. Largest decreases: Cintas Corp 1.88% to 0.84%; Apollo Global Management Inc 1.33% to 0.87%; Hershey Co/The 0.76% to 0.33%; Monolithic Power Systems Inc 1.14% to 0.73%; Constellation Energy Corp 2.19% to 1.89%; Enphase Energy Inc 0.39% to 0.12%. New: Axon Enterprise Inc (1.15%), Garmin Ltd (0.42%), Super Micro Computer Inc (0.41%), Robinhood Markets Inc (0.36%), Carvana Co (0.33%), Aptiv Holdings Ltd (0.19%). Gone: Marvell Technology Inc (0.83%), Microchip Technology Inc (0.57%), Super Micro Computer Inc (0.55%), Aptiv PLC (0.51%), GE Vernova Inc (0.47%), AppLovin Corp (0.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2025 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2024-09-30 -- 7 added, 17 dropped, turnover 9.1%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>152 positions became 142: 7 added (2.52% of the fund), 17 dropped (1.44%). Turnover proxy 9.1%. Largest increases: Vistra Corp 0.43% to 1.09%; Palantir Technologies Inc 1.48% to 2.02%; Block Inc 0.52% to 1%; Constellation Energy Corp 1.82% to 2.19%; Brown &amp;amp; Brown Inc 0.29% to 0.63%; Lululemon Athletica Inc 0.49% to 0.83%. Largest decreases: Microchip Technology Inc 1.42% to 0.57%; Super Micro Computer Inc 1.18% to 0.55%; Dexcom Inc 1.3% to 0.72%; Moderna Inc 1.18% to 0.62%; Coinbase Global Inc 1.22% to 0.92%; Albemarle Corp 0.32% to 0.07%. New: Edwards Lifesciences Corp (0.53%), GE Vernova Inc (0.47%), Snowflake Inc (0.46%), Targa Resources Corp (0.43%), AppLovin Corp (0.39%), Lineage Inc (0.14%). Gone: Cheniere Energy Inc (0.55%), Zoom Video Communications Inc (0.2%), Akamai Technologies Inc (0.2%), Lamb Weston Holdings Inc (0.18%), LKQ Corp (0.16%), EPAM Systems Inc (0.15%). 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>VOT: filing for 2024-06-30 -- 5 added, 10 dropped, turnover 10.3%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>157 positions became 152: 5 added (1.78% of the fund), 10 dropped (1.13%). Turnover proxy 10.3%. Largest increases: IDEXX Laboratories Inc 0.63% to 1.16%; Yum! Brands Inc 0.56% to 1.08%; Agilent Technologies Inc 0.61% to 1.1%; Vertiv Holdings Co 0.42% to 0.89%; Amphenol Corp 1.95% to 2.34%; Hershey Co/The 0.41% to 0.78%. Largest decreases: Arista Networks Inc 1.02% to 0%; Cheniere Energy Inc 1.02% to 0.55%; EPAM Systems Inc 0.45% to 0.15%; Ball Corp 0.3% to 0%; Akamai Technologies Inc 0.46% to 0.2%; Skyworks Solutions Inc 0.24% to 0%. New: Block Inc (0.52%), Lululemon Athletica Inc (0.49%), Vistra Corp (0.43%), MicroStrategy Inc (0.31%), Rocket Cos Inc (0.03%). Gone: Chipotle Mexican Grill Inc (1.13%), McCormick &amp;amp; Co Inc/MD (0%), DocuSign Inc (0%), Match Group Inc (0%), Roku Inc (0%), BILL Holdings 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>VOT: filing for 2024-03-31 -- 8 added, 3 dropped, turnover 10.6%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>152 positions became 157: 8 added (4.81% of the fund), 3 dropped (1.98%). Turnover proxy 10.6%. Largest increases: Constellation Energy Corp 0.58% to 1.68%; Coinbase Global Inc 0.83% to 1.39%; Moderna Inc 0.53% to 1.04%; Howmet Aerospace Inc 0.35% to 0.8%; Palantir Technologies Inc 1.05% to 1.3%; TransDigm Group Inc 1.65% to 1.84%. Largest decreases: Arista Networks Inc 1.82% to 1.02%; Skyworks Solutions Inc 0.56% to 0.24%; Insulet Corp 0.47% to 0.17%; Atlassian Corp 1.14% to 0.87%; McCormick &amp;amp; Co Inc/MD 0.27% to 0%; Twilio Inc 0.4% to 0.15%. New: Super Micro Computer Inc (1.4%), Agilent Technologies Inc (0.61%), Corpay Inc (0.6%), Cooper Cos Inc/The (0.57%), Yum! Brands Inc (0.56%), Vertiv Holdings Co (0.42%). Gone: Splunk Inc (0.8%), FleetCor Technologies Inc (0.6%), Cooper Cos Inc/The (0.58%). 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>VOT: filing for 2023-12-31 -- 4 added, 10 dropped, turnover 8.4%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>158 positions became 152: 4 added (1.16% of the fund), 10 dropped (3.09%). Turnover proxy 8.4%. Largest increases: Fair Isaac Corp 0.35% to 0.85%; Coinbase Global Inc 0.39% to 0.83%; Arista Networks Inc 1.45% to 1.82%; Dexcom Inc 1.23% to 1.49%; Snap Inc 0.31% to 0.55%; ROBLOX Corp 0.47% to 0.69%. Largest decreases: NVR Inc 0.63% to 0.33%; TransUnion 0.47% to 0.21%; Trimble Inc 0.45% to 0.21%; ON Semiconductor Corp 1.36% to 1.12%; BILL Holdings Inc 0.37% to 0.13%; Veeva Systems Inc 1.01% to 0.79%. New: Veralto Corp (0.6%), Moderna Inc (0.53%), Lucid Group Inc (0.03%), N/A (0.01%). Gone: Seagen Inc (1.01%), Horizon Therapeutics Plc (0.9%), Zebra Technologies Corp (0.21%), Charles River Laboratories International Inc (0.17%), Caesars Entertainment Inc (0.16%), FMC Corp (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Feb 2024 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2023-09-30 -- 5 added, 10 dropped, turnover 7.4%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>163 positions became 158: 5 added (1.74% of the fund), 10 dropped (1.41%). Turnover proxy 7.4%. Largest increases: Brown-Forman Corp 0.34% to 0.61%; Splunk Inc 0.57% to 0.83%; Illumina Inc 0.48% to 0.74%; Arista Networks Inc 1.22% to 1.45%; Atlassian Corp 0.83% to 1.05%; Apollo Asset Management Inc 0.99% to 1.21%. Largest decreases: Dexcom Inc 1.62% to 1.23%; ResMed Inc 1.04% to 0.74%; Zebra Technologies Corp 0.49% to 0.21%; Insulet Corp 0.65% to 0.38%; Enphase Energy Inc 0.74% to 0.53%; Etsy Inc 0.34% to 0.14%. New: Constellation Energy Corp (0.6%), Rockwell Automation Inc (0.56%), Fair Isaac Corp (0.35%), Seagate Technology Holdings PLC (0.22%), Symbotic Inc (0.01%). Gone: Avantor Inc (0.22%), Masco Corp (0.21%), MGM Resorts International (0.21%), Mosaic Co/The (0.19%), Vail Resorts Inc (0.16%), Black Knight Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2023-06-30 -- 5 added, 3 dropped, turnover 7.6%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>161 positions became 163: 5 added (1.35% of the fund), 3 dropped (1.1%). Turnover proxy 7.6%. Largest increases: MongoDB Inc 0.52% to 0.89%; Palantir Technologies Inc 0.49% to 0.85%; First Solar Inc 0.37% to 0.63%; Royal Caribbean Cruises Ltd 0.48% to 0.73%; Xylem Inc/NY 0.64% to 0.87%; CoStar Group Inc 0.95% to 1.18%. Largest decreases: Mosaic Co/The 0.52% to 0.19%; MSCI Inc 1.44% to 1.16%; Catalent Inc 0.38% to 0.12%; MGM Resorts International 0.46% to 0.21%; Avantor Inc 0.46% to 0.22%; Enphase Energy Inc 0.97% to 0.74%. New: Illumina Inc (0.48%), Ingersoll Rand Inc (0.43%), Brown-Forman Corp (0.34%), Brown-Forman Corp (0.06%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.05%). Gone: Cadence Design Systems Inc (0.97%), UiPath Inc (0.09%), Sirius XM Holdings Inc (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Aug 2023 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2023-03-31 -- 3 added, 9 dropped, turnover 7.9%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>167 positions became 161: 3 added (0.64% of the fund), 9 dropped (1.8%). Turnover proxy 7.9%. Largest increases: Welltower Inc 0.57% to 1.19%; WW Grainger Inc 0.47% to 1.06%; Seagen Inc 0.66% to 0.96%; Arista Networks Inc 1.03% to 1.31%; Align Technology Inc 0.58% to 0.84%; LPL Financial Holdings Inc 0.3% to 0.54%. Largest decreases: Cadence Design Systems Inc 1.63% to 0.97%; Devon Energy Corp 1.48% to 1.12%; Enphase Energy Inc 1.33% to 0.97%; Alnylam Pharmaceuticals Inc 1.08% to 0.84%; CoStar Group Inc 1.16% to 0.95%; Hess Corp 1.45% to 1.25%. New: First Solar Inc (0.37%), Howmet Aerospace Inc (0.27%), N/A (0%). Gone: Digital Realty Trust Inc (0.53%), First Republic Bank/CA (0.41%), PerkinElmer Inc (0.33%), SVB Financial Group (0.25%), Generac Holdings Inc (0.12%), Dropbox Inc (0.11%). 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>VOT: filing for 2022-12-31 -- 5 added, 12 dropped, turnover 10.7%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>174 positions became 167: 5 added (2.01% of the fund), 12 dropped (3.65%). Turnover proxy 10.7%. Largest increases: AutoZone Inc 0.4% to 0.86%; Horizon Therapeutics Plc 0.55% to 0.95%; Dexcom Inc 1.21% to 1.62%; Quanta Services Inc 0.35% to 0.75%; Molina Healthcare Inc 0.37% to 0.71%; Marathon Oil Corp 0.29% to 0.63%. Largest decreases: Digital Realty Trust Inc 1.09% to 0.53%; SVB Financial Group 0.76% to 0.25%; First Republic Bank/CA 0.91% to 0.41%; Generac Holdings Inc 0.44% to 0.12%; Trade Desk Inc/The 1.02% to 0.74%; PerkinElmer Inc 0.58% to 0.33%. New: Atlassian Corp (0.7%), Welltower Inc (0.57%), WW Grainger Inc (0.47%), Texas Pacific Land Corp (0.27%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0%). Gone: Twitter Inc (1.09%), Synopsys Inc (0.89%), ABIOMED Inc (0.43%), Expeditors International of Washington Inc (0.28%), Westinghouse Air Brake Technologies Corp (0.27%), Zendesk Inc (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 01 Mar 2023 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2022-09-30 -- 9 added, 15 dropped, turnover 10.7%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>180 positions became 174: 9 added (2.51% of the fund), 15 dropped (3.06%). Turnover proxy 10.7%. Largest increases: Motorola Solutions Inc 0.65% to 1.43%; Hess Corp 0.55% to 1.16%; Enphase Energy Inc 0.98% to 1.44%; Cheniere Energy Inc 1.13% to 1.59%; Trade Desk Inc/The 0.69% to 1.02%; Albemarle Corp 0.91% to 1.19%. Largest decreases: Synopsys Inc 1.73% to 0.89%; Expeditors International of Washington Inc 0.61% to 0.28%; Digital Realty Trust Inc 1.38% to 1.09%; Westinghouse Air Brake Technologies Corp 0.53% to 0.27%; Avantor Inc 0.7% to 0.46%; IQVIA Holdings Inc 1.53% to 1.29%. New: AutoZone Inc (0.4%), Molina Healthcare Inc (0.37%), Quanta Services Inc (0.35%), LPL Financial Holdings Inc (0.32%), Zoom Video Communications Inc (0.3%), Brown &amp;amp; Brown Inc (0.26%). Gone: Centene Corp (0.92%), Palo Alto Networks Inc (0.92%), SS&amp;amp;C Technologies Holdings Inc (0.23%), Teleflex Inc (0.21%), Cognex Corp (0.13%), Wynn Resorts Ltd (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Nov 2022 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2022-06-30 -- 10 added, 14 dropped, turnover 11.5%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>184 positions became 180: 10 added (3.5% of the fund), 14 dropped (1.98%). Turnover proxy 11.5%. Largest increases: Albemarle Corp 0.39% to 0.91%; Diamondback Energy Inc 0.36% to 0.8%; Coterra Energy Inc 0.31% to 0.74%; Seagen Inc 0.59% to 0.91%; Realty Income Corp 1.23% to 1.53%; Mosaic Co/The 0.37% to 0.64%. Largest decreases: Centene Corp 1.47% to 0.92%; Cloudflare Inc 0.9% to 0.41%; Dexcom Inc 1.49% to 1.09%; Expedia Group Inc 0.88% to 0.54%; Unity Software Inc 0.61% to 0.28%; Bill.com Holdings Inc 0.67% to 0.41%. New: Motorola Solutions Inc (0.65%), Hess Corp (0.55%), Halliburton Co (0.47%), Align Technology Inc (0.35%), DoorDash Inc (0.31%), Marathon Oil Corp (0.3%). Gone: Pioneer Natural Resources Co (0.86%), Cerner Corp (0.41%), DraftKings Inc (0.18%), Peloton Interactive Inc (0.11%), Lucid Group Inc (0.11%), 10X Genomics Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Aug 2022 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2022-03-31 -- 9 added, 8 dropped, turnover 10.5%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>183 positions became 184: 9 added (3.31% of the fund), 8 dropped (3.3%). Turnover proxy 10.5%. Largest increases: Realty Income Corp 0.53% to 1.23%; Twitter Inc 0.43% to 0.88%; Devon Energy Corp 0.78% to 1.18%; Cheniere Energy Inc 0.6% to 0.95%; Royal Caribbean Cruises Ltd 0.22% to 0.54%; Palantir Technologies Inc 0.41% to 0.71%. Largest decreases: Fortinet Inc 1.3% to 0.71%; EPAM Systems Inc 0.94% to 0.48%; Palo Alto Networks Inc 1.36% to 0.92%; AppLovin Corp 0.54% to 0.27%; Roku Inc 0.7% to 0.45%; Etsy Inc 0.72% to 0.47%. New: Apollo Asset Management Inc (0.78%), Twilio Inc (0.42%), Albemarle Corp (0.39%), Mosaic Co/The (0.37%), Diamondback Energy Inc (0.36%), Coterra Energy Inc (0.31%). Gone: Xilinx Inc (1.37%), IHS Markit Ltd (1.24%), Apollo Global Management Inc (0.42%), Novocure Ltd (0.09%), IPG Photonics Corp (0.08%), Oak Street Health Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 31 May 2022 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2021-12-31 -- 8 added, 10 dropped, turnover 10.5%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>185 positions became 183: 8 added (0.63% of the fund), 10 dropped (3.39%). Turnover proxy 10.5%. Largest increases: ON Semiconductor Corp 0.27% to 0.76%; AppLovin Corp 0.07% to 0.54%; Devon Energy Corp 0.33% to 0.78%; PerkinElmer Inc 0.27% to 0.66%; Xilinx Inc 1.04% to 1.37%; Arista Networks Inc 0.55% to 0.86%. Largest decreases: Marvell Technology Inc 1.37% to 0.94%; Peloton Interactive Inc 0.62% to 0.26%; DocuSign Inc 0.66% to 0.37%; Teleflex Inc 0.49% to 0.2%; McCormick &amp;amp; Co Inc/MD 0.56% to 0.31%; Cerner Corp 0.58% to 0.36%. New: Pool Corp (0.28%), Las Vegas Sands Corp (0.21%), Olaplex Holdings Inc (0.05%), HashiCorp Inc (0.04%), Gitlab Inc (0.02%), Ginkgo Bioworks Holdings Inc (0.02%). Gone: KLA Corp (0.71%), Kansas City Southern (0.68%), Lululemon Athletica Inc (0.67%), Alexandria Real Estate Equities Inc (0.4%), MGM Resorts International (0.25%), Citrix Systems Inc (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 01 Mar 2022 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2021-09-30 -- 9 added, 9 dropped, turnover 9.4%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>185 positions became 185: 9 added (1.65% of the fund), 9 dropped (2.32%). Turnover proxy 9.4%. Largest increases: MongoDB Inc 0.3% to 0.8%; Catalent Inc 0.26% to 0.63%; Monolithic Power Systems Inc 0.23% to 0.59%; Liberty Broadband Corp 0.37% to 0.7%; Dexcom Inc 1.15% to 1.47%; Palo Alto Networks Inc 0.95% to 1.23%. Largest decreases: DocuSign Inc 1.43% to 0.66%; IDEXX Laboratories Inc 1.49% to 0.74%; Chipotle Mexican Grill Inc 1.21% to 0.67%; Alexandria Real Estate Equities Inc 0.74% to 0.4%; Peloton Interactive Inc 0.88% to 0.62%; Roku Inc 0.73% to 0.51%. New: Bill.com Holdings Inc (0.36%), Charles River Laboratories International Inc (0.29%), Avantor Inc (0.28%), PerkinElmer Inc (0.27%), Apollo Global Management Inc (0.18%), Lucid Group Inc (0.14%). Gone: Align Technology Inc (0.64%), Slack Technologies Inc (0.59%), Hess Corp (0.34%), Dollar Tree Inc (0.32%), Cboe Global Markets Inc (0.18%), XPO Logistics Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Nov 2021 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2021-06-30 -- 14 added, 9 dropped, turnover 9.8%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>180 positions became 185: 14 added (4.21% of the fund), 9 dropped (3.7%). Turnover proxy 9.8%. Largest increases: Aptiv PLC 0.59% to 1.18%; Palantir Technologies Inc 0.13% to 0.6%; Generac Holdings Inc 0.33% to 0.73%; DocuSign Inc 1.14% to 1.43%; Caesars Entertainment Inc 0.27% to 0.57%; Horizon Therapeutics Plc 0.33% to 0.58%. Largest decreases: Dollar Tree Inc 0.85% to 0.32%; Microchip Technology Inc 1.32% to 1.14%; Cboe Global Markets Inc 0.34% to 0.18%; Cadence Design Systems Inc 1.21% to 1.06%; Citrix Systems Inc 0.55% to 0.4%; Teladoc Health Inc 0.78% to 0.64%. New: Marvell Technology Inc (1.29%), Teledyne Technologies Inc (0.54%), IAC/InterActiveCorp (0.34%), Bentley Systems Inc (0.29%), Devon Energy Corp (0.27%), STERIS PLC (0.27%). Gone: Marvell Technology Group Ltd (1.04%), IAC/InterActiveCorp (0.54%), Crowdstrike Holdings Inc (0.52%), Varian Medical Systems Inc (0.51%), Newmont Corp (0.38%), Carvana Co (0.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Aug 2021 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2021-03-31 -- 23 added, 9 dropped, turnover 12.2%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>166 positions became 180: 23 added (5.43% of the fund), 9 dropped (3.24%). Turnover proxy 12.2%. Largest increases: Zebra Technologies Corp 0.33% to 0.82%; Pioneer Natural Resources Co 0.6% to 1.09%; Etsy Inc 0.36% to 0.76%; HubSpot Inc 0.28% to 0.63%; Burlington Stores Inc 0.28% to 0.63%; Teradyne Inc 0.32% to 0.64%. Largest decreases: Crowdstrike Holdings Inc 1.2% to 0.52%; Twitter Inc 1.39% to 0.76%; Align Technology Inc 1.22% to 0.61%; Roku Inc 1.17% to 0.57%; KLA Corp 1.29% to 0.81%; Pinterest Inc 1.09% to 0.62%. New: Aptiv PLC (0.59%), Plug Power Inc (0.57%), Unity Software Inc (0.43%), Horizon Therapeutics Plc (0.33%), Generac Holdings Inc (0.33%), Enphase Energy Inc (0.3%). Gone: Snap Inc (0.9%), Twilio Inc (0.77%), Moderna Inc (0.53%), Arthur J Gallagher &amp;amp; Co (0.38%), Concho Resources Inc (0.37%), Tiffany &amp;amp; Co (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 01 Jun 2021 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2020-12-31 -- 11 added, 5 dropped, turnover 10.8%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>160 positions became 166: 11 added (3.81% of the fund), 5 dropped (1.78%). Turnover proxy 10.8%. Largest increases: Teladoc Health Inc 0.35% to 0.84%; Crowdstrike Holdings Inc 0.76% to 1.2%; Coupa Software Inc 0.36% to 0.75%; Roku Inc 0.78% to 1.17%; Zillow Group Inc 0.29% to 0.63%; Pinterest Inc 0.75% to 1.09%. Largest decreases: Lululemon Athletica Inc 1.52% to 0.67%; Twilio Inc 1.33% to 0.77%; DexCom Inc 1.54% to 1.15%; SBA Communications Corp 1.39% to 1.01%; Moderna Inc 0.87% to 0.53%; Veeva Systems Inc 1.48% to 1.19%. New: Seagen Inc (0.76%), Peloton Interactive Inc (0.59%), Liberty Broadband Corp (0.41%), Etsy Inc (0.36%), Zebra Technologies Corp (0.33%), Teradyne Inc (0.32%). Gone: Seattle Genetics Inc (0.93%), CBRE Group Inc (0.29%), Mid-America Apartment Communities Inc (0.26%), Essex Property Trust Inc (0.25%), Diamondback Energy Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Mar 2021 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2020-09-30 -- 14 added, 25 dropped, turnover 10.7%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>171 positions became 160: 14 added (3.79% of the fund), 25 dropped (4.99%). Turnover proxy 10.7%. Largest increases: Marvell Technology Group Ltd 0.49% to 1.03%; Trade Desk Inc/The 0.35% to 0.84%; West Pharmaceutical Services Inc 0.35% to 0.79%; Pinterest Inc 0.38% to 0.75%; Twitter Inc 0.94% to 1.3%; Roku Inc 0.5% to 0.78%. Largest decreases: BioMarin Pharmaceutical Inc 0.94% to 0.54%; Essex Property Trust Inc 0.63% to 0.25%; CBRE Group Inc 0.61% to 0.29%; Mid-America Apartment Communities Inc 0.55% to 0.26%; Centene Corp 1.55% to 1.32%; Diamondback Energy Inc 0.28% to 0.05%. New: Match Group Inc/old (1.06%), Newmont Corp (0.5%), IAC/InterActiveCorp (0.37%), Coupa Software Inc (0.36%), Teladoc Health Inc (0.35%), EPAM Systems Inc (0.33%). Gone: IAC/interactivecorp (1.08%), Zoom Video Communications Inc (0.85%), Square Inc (0.8%), AvalonBay Communities Inc (0.46%), ONEOK Inc (0.31%), Match Group Inc (0.25%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Nov 2020 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2020-06-30 -- 12 added, 3 dropped, turnover 12%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>162 positions became 171: 12 added (4.49% of the fund), 3 dropped (0.65%). Turnover proxy 12%. Largest increases: Twilio Inc 0.64% to 1.19%; Crowdstrike Holdings Inc 0.07% to 0.61%; RingCentral Inc 0.45% to 0.93%; Zoom Video Communications Inc 0.38% to 0.85%; Datadog Inc 0.06% to 0.52%; Snap Inc 0.66% to 1%. Largest decreases: Advanced Micro Devices Inc 1.45% to 0%; Markel Corp 0.69% to 0.26%; Centene Corp 1.98% to 1.55%; SBA Communications Corp 1.74% to 1.4%; Jazz Pharmaceuticals PLC 0.31% to 0.06%; Iron Mountain Inc 0.39% to 0.16%. New: DocuSign Inc (1.26%), Moderna Inc (0.74%), Marvell Technology Group Ltd (0.49%), West Pharmaceutical Services Inc (0.35%), Trade Desk Inc/The (0.35%), Pioneer Natural Resources Co (0.34%). Gone: WABCO Holdings Inc (0.4%), CarMax Inc (0.25%), United States Treasury Bill (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Aug 2020 12:00:00 GMT</pubDate></item><item><title>VOT: filing for 2020-03-31 -- 3 added, 4 dropped, turnover 9.8%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>163 positions became 162: 3 added (0.09% of the fund), 4 dropped (1.14%). Turnover proxy 9.8%. Largest increases: Centene Corp 1.12% to 1.98%; Digital Realty Trust Inc 1.13% to 1.66%; SBA Communications Corp 1.23% to 1.74%; DexCom Inc 0.91% to 1.41%; MSCI Inc 0.94% to 1.33%; Citrix Systems Inc 0.62% to 1%. Largest decreases: ONEOK Inc 1.42% to 0.51%; Diamondback Energy Inc 0.68% to 0.24%; TransDigm Group Inc 1.29% to 0.93%; Targa Resources Corp 0.43% to 0.09%; Concho Resources Inc 0.8% to 0.49%; Wynn Resorts Ltd 0.57% to 0.31%. New: PPD Inc (0.07%), United States Treasury Bill (0.01%), United States Treasury Bill (0%). Gone: WellCare Health Plans Inc. (0.75%), Zayo Group Holdings Inc. (0.37%), United States Treasury Bill (0.01%), Apache Corp. (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>VOT: filing for 2019-12-31 -- 5 added, 17 dropped, turnover 7.1%</title><link>https://themulden.com/funds/vot/</link><guid isPermaLink="true">https://themulden.com/funds/vot/</guid><description>175 positions became 163: 5 added (0.73% of the fund), 17 dropped (1.94%). Turnover proxy 7.1%. Largest increases: KLA Corp. 0.61% to 1.27%; MarketAxess Holdings Inc. 0.28% to 0.62%; Sun Communities Inc. 0.31% to 0.63%; Centene Corp. 0.82% to 1.12%; Skyworks Solutions Inc. 0.65% to 0.93%; Align Technology Inc. 0.63% to 0.9%. Largest decreases: Twitter Inc. 1.45% to 1.07%; Advanced Micro Devices Inc. 1.51% to 1.16%; Dollar Tree Inc. 1.3% to 1.01%; E*TRADE Financial Corp. 0.5% to 0.23%; Apache Corp. 0.23% to 0%; Cabot Oil &amp;amp; Gas Corp. 0.35% to 0.16%. New: Burlington Stores Inc. (0.34%), RingCentral Inc. (0.29%), Interactive Brokers Group Inc. (0.08%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.02%), United States Treasury Bill (0.01%). Gone: Global Payments Inc. (1.09%), Noble Energy Inc. (0.26%), Sensata Technologies Holding plc (0.19%), Roper Technologies Inc. (0.17%), Norwegian Cruise Line Holdings Ltd. (0.05%), Packaging Corp. of America (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>