Feb 1, 2026, 10:20 PM EST - 7 hours ago
In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT fol...
AAON
AMPL
CCOI
CFLT
CIEN
GTLB
IBM