Just two months after its creation, the portfolio handily is beating the Russell 2000 Index and Russell Microcap Index.
It has been 18 months since the portfolio was unveiled, and the results have been impressive on the whole, with one big exception.
'Double-nets' have been fertile ground for acquisitions.
Pacific Biosciences of California, AveXis and Novavax were among the biotech stock movers in premarket trading on Thursday.
The list is dominated by retailers, of which there are four; that's unfortunate, given the pressure that sector is facing these days.