SSI INVESTMENT MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 1.466 B 3.40 %

Average holding period

12 ans

Performance

$ 1.742 B 69 513.70 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SSI INVESTMENT MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 4.52% 66.298 M $ 99055 2015/03/31 4.445 M $ 7.80 %
2025/09/30 BOEING CO 2.52% 36.913 M $ 531435 2024/12/31 646.990 K $ 1.79 %
2025/09/30 UBER TECHNOLOGIES INC 2.45% 35.933 M $ 24444000 2024/12/31 973.720 K $ 2.80 %
2025/09/30 WESTERN DIGITAL CORP 2.41% 35.289 M $ 11002000 2024/12/31 15.585 M $ 78.55 %
2025/09/30 NEXTERA ENERGY CAP HLDGS INC 2.32% 34.073 M $ 28851000 2025/03/31 1.343 M $ 3.52 %
2025/09/30 SEAGATE HDD CAYMAN 1.77% 25.963 M $ 9014998 2024/09/30 12.074 M $ 60.05 %
2025/09/30 DUKE ENERGY CORP NEW 1.66% 24.299 M $ 22635000 2024/06/30 231.050 K $ 0.95 %
2025/09/30 WFC-PL WELLS FARGO CO NEW 1.52% 22.252 M $ 18011 2021/12/31 1.088 M $ 5.13 %
2025/09/30 MKS INC. 1.44% 21.069 M $ 19240999 2025/06/30 2.185 M $ 11.62 %
2025/09/30 BAC-PL BANK AMERICA CORP 1.35% 19.786 M $ 15453 2021/12/31 1.074 M $ 5.52 %
2025/09/30 SOUTHERN CO 1.35% 19.776 M $ 17571000 2024/03/31 563.519 K $ 1.81 %
2025/09/30 ALIBABA GROUP HLDG LTD 1.34% 19.693 M $ 10720000 2025/06/30 4.834 M $ 44.75 %
2025/09/30 BLOOM ENERGY CORP 1.33% 19.444 M $ 4343000 2024/06/30 11.148 M $ 202.84 %
2025/09/30 APO-PA APOLLO GLOBAL MGMT INC 1.32% 19.409 M $ 275135 2023/09/30 -1.503 M $ -6.08 %
2025/09/30 SNOWFLAKE INC 1.30% 19.057 M $ 12553999 2025/09/30 0.000 $ 0.00 %
2025/09/30 HEWLETT PACKARD ENTERPRISE C 1.23% 18.088 M $ 265415 2024/09/30 2.469 M $ 15.49 %
2025/09/30 PPL CAP FDG INC 1.22% 17.947 M $ 15722000 2024/03/31 951.119 K $ 5.56 %
2025/09/30 ARES MANAGEMENT CORPORATION 1.22% 17.944 M $ 360390 2024/12/31 -1.388 M $ -7.18 %
2025/09/30 KKR & CO INC 1.22% 17.897 M $ 343115 2025/03/31 -390.583 K $ -2.67 %
2025/09/30 WEC ENERGY GROUP INC 1.15% 16.837 M $ 14054000 2025/06/30 1.002 M $ 6.21 %
2025/09/30 PARSONS CORP DEL 1.14% 16.639 M $ 14596000 2025/03/31 1.340 M $ 7.53 %
2025/09/30 LQD ISHARES TR 1.07% 15.704 M $ 140883 2023/03/31 261.514 K $ 1.70 %
2025/09/30 VENTAS RLTY LTD PARTNERSHIP 1.06% 15.597 M $ 12077000 2024/06/30 1.219 M $ 7.53 %
2025/09/30 BTSGU BRIGHTSPRING HEALTH SVCS INC 1.03% 15.162 M $ 150135 2025/03/31 2.788 M $ 22.50 %
2025/09/30 IEMG ISHARES INC 1.01% 14.805 M $ 224591 2020/12/31 669.298 K $ 9.81 %
2025/09/30 JAZZ INVESTMENTS I LTD 0.97% 14.153 M $ 11928000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OSI SYSTEMS INC 0.96% 14.069 M $ 9706000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VXUS VANGUARD STAR FDS 0.96% 14.061 M $ 191407 2021/03/31 834.324 K $ 6.33 %
2025/09/30 MIRUM PHARMACEUTICALS INC 0.92% 13.492 M $ 5618000 2024/06/30 4.040 M $ 35.55 %
2025/09/30 ON SEMICONDUCTOR CORP 0.92% 13.486 M $ 11851000 2022/06/30 -477.760 K $ -3.38 %
2025/09/30 ASCENDIS PHARMA A/S 0.91% 13.314 M $ 9790000 2023/06/30 1.335 M $ 8.80 %
2025/09/30 CLOUDFLARE INC 0.89% 13.000 M $ 10436000 2022/09/30 731.290 K $ 5.92 %
2025/09/30 IYW ISHARES TR 0.88% 12.913 M $ 65930 2023/12/31 1.798 M $ 13.04 %
2025/09/30 EQUINOX GOLD CORP 0.87% 12.737 M $ 6646000 2024/09/30 4.785 M $ 60.00 %
2025/09/30 ALBEMARLE CORP 0.84% 12.265 M $ 321995 2024/03/31 1.787 M $ 18.40 %
2025/09/30 WAYFAIR INC 0.82% 12.070 M $ 7921000 2023/09/30 3.534 M $ 33.35 %
2025/09/30 MICROCHIP TECHNOLOGY INC. 0.82% 12.022 M $ 203655 2025/03/31 -1.344 M $ -9.88 %
2025/09/30 SOUTHERN CO 0.79% 11.634 M $ 10467000 2025/06/30 32.800 K $ 0.91 %
2025/09/30 UBER TECHNOLOGIES INC 0.78% 11.390 M $ 9351000 2021/12/31 195.600 K $ 1.67 %
2025/09/30 RIVIAN AUTOMOTIVE INC 0.76% 11.169 M $ 12159000 2024/12/31 304.189 K $ 2.47 %
2025/09/30 LUMENTUM HLDGS INC 0.73% 10.760 M $ 6395000 2020/12/31 3.540 M $ 43.41 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.73% 10.741 M $ 211519 2024/06/30 6.282 K $ 0.06 %
2025/09/30 LIBERTY MEDIA CORP DEL 0.70% 10.206 M $ 7697000 2023/09/30 0.000 $ 0.00 %
2025/09/30 EVERGY INC 0.66% 9.698 M $ 7718000 2024/12/31 694.620 K $ 7.70 %
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 0.66% 9.673 M $ 289444 2023/09/30 467.191 K $ 5.09 %
2025/09/30 TWO HARBORS INVENTMENT CORPO 0.65% 9.473 M $ 9497000 2021/03/31 161.436 K $ 1.68 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.64% 9.446 M $ 49795 2025/03/31 392.443 K $ 4.38 %
2025/09/30 COINBASE GLOBAL INC 0.63% 9.200 M $ 7327999 2025/06/30 -366.400 K $ -3.83 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 0.62% 9.109 M $ 435227 2023/12/31 4.321 K $ 0.05 %
2025/09/30 GLOBAL PMTS INC 0.62% 9.071 M $ 9911000 2025/03/31 235.048 K $ 2.49 %
2025/09/30 ADVANCED ENERGY INDS 0.62% 9.062 M $ 6544999 2024/09/30 1.178 M $ 15.03 %
2025/09/30 LIVE NATION ENTERTAINMENT IN 0.59% 8.711 M $ 5400000 2024/03/31 366.380 K $ 4.56 %
2025/09/30 REDWOOD TRUST INC 0.59% 8.654 M $ 8650000 2025/06/30 103.886 K $ 1.22 %
2025/09/30 HALOZYME THERAPEUTICS INC 0.58% 8.568 M $ 6098000 2023/09/30 1.663 M $ 23.72 %
2025/09/30 BLOOM ENERGY CORP 0.56% 8.254 M $ 2000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHYG ISHARES TR 0.56% 8.207 M $ 189540 2024/06/30 30.052 K $ 0.37 %
2025/09/30 GRANITE CONSTR INC 0.55% 8.064 M $ 5272000 2025/06/30 867.339 K $ 12.46 %
2025/09/30 JD.COM INC 0.55% 8.048 M $ 7507000 2025/06/30 227.310 K $ 2.88 %
2025/09/30 SPHERE ENTERTAINMENT CO 0.55% 8.033 M $ 4250000 2024/12/31 2.083 M $ 34.96 %
2025/09/30 JBBB JANUS DETROIT STR TR 0.54% 7.983 M $ 165723 2025/06/30 -6.557 K $ -0.08 %
2025/09/30 IEF ISHARES TR 0.53% 7.825 M $ 81121 2022/06/30 55.039 K $ 0.72 %
2025/09/30 INTERDIGITAL INC 0.53% 7.821 M $ 1749000 2024/03/31 2.728 M $ 53.56 %
2025/09/30 CENTERPOINT ENERGY INC 0.53% 7.764 M $ 6995000 2024/09/30 147.960 K $ 2.77 %
2025/09/30 VARONIS SYS INC 0.53% 7.758 M $ 7197000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LUMENTUM HLDGS INC 0.53% 7.701 M $ 3191000 2024/06/30 4.916 M $ 57.39 %
2025/09/30 AEROVIRONMENT INC 0.52% 7.619 M $ 6149000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SUMMIT HOTEL PPTYS 0.52% 7.607 M $ 7766000 2021/03/31 76.922 K $ 1.50 %
2025/09/30 ICVT ISHARES TR 0.50% 7.397 M $ 73930 2024/06/30 727.295 K $ 11.04 %
2025/09/30 FORD MTR CO 0.50% 7.338 M $ 7240000 2022/03/31 171.182 K $ 2.23 %
2025/09/30 AFFIRM HLDGS INC 0.50% 7.331 M $ 7715000 2023/06/30 115.871 K $ 1.47 %
2025/09/30 WAYFAIR INC 0.49% 7.203 M $ 3474000 2025/06/30 2.501 M $ 53.30 %
2025/09/30 EXPEDIA GROUP INC 0.48% 7.037 M $ 6988000 2022/03/31 316.464 K $ 3.91 %
2025/09/30 GTLS-PB CHART INDS INC 0.48% 7.021 M $ 98640 2022/12/31 1.155 M $ 17.58 %
2025/09/30 PG&E CORP 0.47% 6.873 M $ 6796000 2024/12/31 120.749 K $ 1.78 %
2025/09/30 ACWX ISHARES TR 0.47% 6.831 M $ 105080 2025/03/31 532.970 K $ 6.68 %
2025/09/30 QXO INC 0.46% 6.752 M $ 122790 2025/06/30 -768.452 K $ -10.25 %
2025/09/30 ALNYLAM PHARMACEUTICALS INC 0.46% 6.735 M $ 4098000 2023/09/30 2.325 M $ 26.17 %
2025/09/30 SHIFT4 PMTS INC 0.46% 6.684 M $ 70800 2025/06/30 -1.539 M $ -18.31 %
2025/09/30 ALLIANT ENERGY CORP 0.44% 6.470 M $ 6016000 2024/03/31 300.800 K $ 4.87 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.44% 6.390 M $ 168069 2024/09/30 455.286 K $ 7.77 %
2025/09/30 IRHYTHM TECHNOLOGIES INC 0.43% 6.369 M $ 4642000 2025/03/31 268.290 K $ 7.03 %
2025/09/30 ENOVIS CORPORATION 0.42% 6.147 M $ 6250000 2024/12/31 -6.250 K $ -0.10 %
2025/09/30 PTC THERAPEUTICS INC 0.42% 6.121 M $ 4773000 2025/03/31 620.490 K $ 11.29 %
2025/09/30 GUARDANT HEALTH INC 0.41% 6.043 M $ 4650000 2025/06/30 655.900 K $ 12.04 %
2025/09/30 IMAX CORP 0.41% 6.018 M $ 5128000 2024/12/31 256.399 K $ 4.46 %
2025/09/30 LIBERTY MEDIA CORP DEL 0.41% 5.994 M $ 5750000 2024/03/31 0.000 $ 0.00 %
2025/09/30 TRIP COM GROUP LTD 0.41% 5.942 M $ 4662000 2025/06/30 750.239 K $ 14.42 %
2025/09/30 ON SEMICONDUCTOR CORP 0.40% 5.889 M $ 6383000 2024/03/31 -9.765 K $ -0.17 %
2025/09/30 ITRON INC 0.39% 5.725 M $ 5421000 2022/09/30 -408.519 K $ -6.21 %
2025/09/30 CSG SYS INTL INC 0.38% 5.593 M $ 5041000 2024/09/30 -80.819 K $ -1.78 %
2025/09/30 BOX INC 0.38% 5.545 M $ 5517000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRIDGEBIO PHARMA INC 0.37% 5.415 M $ 5500000 2023/09/30 294.249 K $ 5.75 %
2025/09/30 FLUOR CORP 0.36% 5.325 M $ 4488000 2024/09/30 -583.560 K $ -9.15 %
2025/09/30 CONMED CORP 0.36% 5.233 M $ 5500000 2023/06/30 24.595 K $ 0.43 %
2025/09/30 FUBOTV INC 0.36% 5.214 M $ 5280000 2025/03/31 71.124 K $ 1.23 %
2025/09/30 PENNYMAC CORP 0.35% 5.176 M $ 5212000 2022/03/31 25.703 K $ 0.46 %
2025/09/30 KBWB INVESCO EXCH TRADED FD TR II 0.35% 5.126 M $ 65543 2025/03/31 822.076 K $ 9.20 %
2025/09/30 LYFT INC 0.35% 5.115 M $ 3965000 2025/03/31 944.459 K $ 20.64 %
2025/09/30 PROGRESS SOFTWARE CORP 0.34% 5.023 M $ 5000000 2025/03/31 -1.497 M $ -13.83 %
2025/09/30 IWM ISHARES TR 0.34% 4.945 M $ 20436 2025/06/30 525.179 K $ 12.13 %