Visualize Group LP Portfolio Holdings by Sector

Visualize Group LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Waste Management \| Industrials WCN RSG CWST 3 stocks	$61 Million 35.1% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology ADSK NOW 2 stocks	$23.4 Million 13.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$23 Million 13.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$19.4 Million 11.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$16.8 Million 9.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$16.3 Million 9.37% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$6.57 Million 3.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology IIIV 1 stocks	$5.29 Million 3.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SEAT 1 stocks	$2.13 Million 1.22% of portfolio	-	-	-	-	0 Calls 0 Puts

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