Portfolio (Quarterly)
Guide ↗
Roubaix Capital, LLC
· CIK 0001769700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JBI | JANUS INTERNATIONAL GROUP IN | Industrials | 993,145 | $6.5M | 2.77% | SOLD |
| 2 | MOD | MODINE MFG CO | Consumer Cyclical | 46,196 | $6.2M | 2.63% | SOLD |
| 3 | AZTA | AZENTA INC | Healthcare | 183,599 | $6.1M | 2.60% | SOLD |
| 4 | XPEL | XPEL INC | Consumer Cyclical | 116,949 | $5.8M | 2.49% | SOLD |
| 5 | — | BIRKENSTOCK HOLDING PLC | — | 130,625 | $5.3M | 2.28% | SOLD |
| 6 | AIR | AAR CORP | Industrials | 63,009 | $5.2M | 2.22% | SOLD |
| 7 | GENI | GENIUS SPORTS LIMITED | Communication Services | 464,560 | $5.1M | 2.18% | SOLD |
| 8 | NCNO | NCINO INC | Technology | 199,020 | $5.1M | 2.18% | SOLD |
| 9 | OMCL | OMNICELL COM | Healthcare | 111,815 | $5.1M | 2.16% | SOLD |
| 10 | FUL | FULLER H B CO | Basic Materials | 83,821 | $5.0M | 2.12% | SOLD |
| 11 | CERT | CERTARA INC | Healthcare | 563,064 | $5.0M | 2.12% | SOLD |
| 12 | SITM | SITIME CORP | Technology | 14,036 | $5.0M | 2.11% | SOLD |
| 13 | LFUS | LITTELFUSE INC | Technology | 19,442 | $4.9M | 2.10% | SOLD |
| 14 | ORA | ORMAT TECHNOLOGIES INC | Utilities | 43,598 | $4.8M | 2.05% | SOLD |
| 15 | NXT | NEXTPOWER INC | Technology | 54,513 | $4.7M | 2.02% | SOLD |
| 16 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | Industrials | 626,414 | $4.5M | 1.91% | SOLD |
| 17 | KRMN | KARMAN HLDGS INC | Industrials | 61,118 | $4.5M | 1.91% | SOLD |
| 18 | LTH | LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 162,150 | $4.3M | 1.84% | SOLD |
| 19 | ATI | ATI INC | Industrials | 37,284 | $4.3M | 1.82% | SOLD |
| 20 | ITRI | ITRON INC | Technology | 45,141 | $4.2M | 1.79% | SOLD |
Sector Allocation
Technology
42.9%
Industrials
29.3%
Healthcare
16.8%
Consumer Cyclical
4.2%
Basic Materials
3.8%
Energy
1.8%
Financial Services
1.2%