|
META
|
US |
META PLATFORMS INC-CLASS A |
2,036,930 |
$1,193M |
8.86% |
7.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,789,034 |
$831M |
6.17% |
-30.9%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
6,468,372 |
$778M |
5.78% |
44.4%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
3,760,444 |
$743M |
5.52% |
-10.7%
|
- |
|
VST
|
US |
VISTRA CORP |
5,352,965 |
$738M |
5.48% |
-21.4%
|
- |
|
INTU
|
US |
INTUIT INC |
1,156,762 |
$727M |
5.40% |
25.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,639,697 |
$691M |
5.13% |
-1.0%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
1,922,748 |
$628M |
4.66% |
-11.8%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
782,860 |
$604M |
4.49% |
100.0%
|
- |
|
KKR
|
US |
KKR & CO INC |
4,048,143 |
$599M |
4.45% |
-10.5%
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
6,475,057 |
$591M |
4.39% |
59.8%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
3,235,823 |
$577M |
4.28% |
100.0%
|
- |
|
CRM
|
US |
SALESFORCE INC |
1,565,193 |
$523M |
3.89% |
-33.0%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
1,912,519 |
$494M |
3.67% |
100.0%
|
- |
|
PTC
|
US |
PTC INC |
2,326,231 |
$428M |
3.18% |
-8.7%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
913,564 |
$409M |
3.04% |
-41.2%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
1,543,464 |
$398M |
2.96% |
-3.8%
|
- |
|
CEG
|
US |
CONSTELLATION ENERGY |
1,737,526 |
$389M |
2.89% |
-27.4%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
1,085,113 |
$351M |
2.61% |
-54.2%
|
- |
|
HWM
|
US |
HOWMET AEROSPACE INC |
3,061,707 |
$335M |
2.49% |
-
|
- |