|
PCG
|
US |
P G & E CORP |
48,500,000 |
$979M |
13.15% |
-2.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,450,000 |
$757M |
10.17% |
-6.8%
|
- |
|
DHR
|
US |
DANAHER CORP |
1,900,000 |
$436M |
5.86% |
-2.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
665,000 |
$389M |
5.23% |
22.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
1,780,000 |
$352M |
4.72% |
-
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
2,085,000 |
$311M |
4.17% |
-
|
- |
|
BN
|
US |
BROOKFIELD CORP |
4,990,000 |
$287M |
3.85% |
5.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
600,000 |
$253M |
3.40% |
-31.0%
|
- |
|
CRH
|
US |
CRH PLC |
2,715,000 |
$251M |
3.38% |
32.4%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
870,000 |
$225M |
3.02% |
70.6%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
1,720,000 |
$223M |
2.99% |
-26.5%
|
- |
|
J
|
US |
JACOBS SOLUTIONS INC |
1,650,000 |
$220M |
2.96% |
-
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
655,000 |
$214M |
2.87% |
35.1%
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
1,200,000 |
$208M |
2.80% |
24.4%
|
- |
|
CPAY
|
US |
CORPAY INC |
610,000 |
$206M |
2.77% |
-20.3%
|
- |
|
TDS
|
US |
TELEPHONE AND DATA SYSTEMS |
6,000,000 |
$205M |
2.75% |
108.7%
|
- |
|
TSLA
|
US |
TESLA INC |
500,000 |
$202M |
2.71% |
25.0%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
350,000 |
$182M |
2.45% |
100.0%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
925,000 |
$165M |
2.22% |
100.0%
|
- |
|
CRS
|
US |
CARPENTER TECHNOLOGY |
870,000 |
$148M |
1.98% |
31.8%
|
- |