|
MELI
|
US |
MERCADOLIBRE INC |
117,089 |
$199M |
8.22% |
-29.4%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
2,651,994 |
$169M |
6.99% |
-2.6%
|
- |
|
IBN
|
US |
ICICI BANK LTD-SPON ADR |
4,778,538 |
$143M |
5.89% |
-3.1%
|
- |
|
FTI
|
US |
TECHNIPFMC PLC |
4,635,791 |
$134M |
5.54% |
-48.6%
|
- |
|
TEAM
|
US |
ATLASSIAN CORP-CL A |
528,349 |
$129M |
5.31% |
0.8%
|
- |
|
HWM
|
US |
HOWMET AEROSPACE INC |
948,887 |
$104M |
4.28% |
-5.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
738,429 |
$99M |
4.09% |
6.1%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
762,326 |
$87M |
3.57% |
-5.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
191,793 |
$81M |
3.34% |
4.8%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
381,432 |
$75M |
3.11% |
7.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
396,032 |
$75M |
3.09% |
13.6%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
141,042 |
$74M |
3.06% |
6.7%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
97,141 |
$67M |
2.78% |
17.9%
|
- |
|
AAPL
|
US |
APPLE INC |
233,779 |
$59M |
2.42% |
-4.4%
|
- |
|
CTVA
|
US |
CORTEVA INC |
831,529 |
$47M |
1.95% |
20.6%
|
- |
|
VRTX
|
US |
VERTEX PHARMACEUTICALS INC |
114,664 |
$46M |
1.91% |
-0.2%
|
- |
|
CW
|
US |
CURTISS-WRIGHT CORP |
124,483 |
$44M |
1.82% |
-3.6%
|
- |
|
MMC
|
US |
MARSH & MCLENNAN COS |
203,732 |
$43M |
1.79% |
-6.6%
|
- |
|
IQV
|
US |
IQVIA HOLDINGS INC |
202,170 |
$40M |
1.64% |
-11.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
179,505 |
$39M |
1.63% |
40.1%
|
- |