|
MSFT
|
US |
MICROSOFT CORP |
315,594 |
$133M |
10.91% |
6.1%
|
- |
|
AAPL
|
US |
APPLE INC |
361,332 |
$90M |
7.42% |
0.3%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
292,671 |
$58M |
4.74% |
-0.7%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
195,076 |
$57M |
4.68% |
5.5%
|
- |
|
NDSN
|
US |
NORDSON CORP |
234,243 |
$49M |
4.02% |
7.8%
|
- |
|
ITW
|
US |
ILLINOIS TOOL WORKS |
187,715 |
$48M |
3.90% |
8.7%
|
- |
|
PCAR
|
US |
PACCAR INC |
404,434 |
$42M |
3.45% |
4.8%
|
- |
|
DOV
|
US |
DOVER CORP |
221,736 |
$42M |
3.41% |
5.8%
|
- |
|
ECL
|
US |
ECOLAB INC |
169,602 |
$40M |
3.26% |
4.2%
|
- |
|
DCI
|
US |
DONALDSON CO INC |
561,818 |
$38M |
3.10% |
9.4%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
223,050 |
$37M |
3.07% |
7.7%
|
- |
|
46120e602
|
- |
INTUITIVE SURGICAL INC COM NEW |
70,499 |
$37M |
3.02% |
0.5%
|
- |
|
EMR
|
US |
EMERSON ELECTRIC CO |
294,258 |
$36M |
2.99% |
4.8%
|
- |
|
31428x106
|
- |
FEDEX CORPORATION |
120,058 |
$34M |
2.77% |
1.6%
|
- |
|
CTAS
|
US |
CINTAS CORP |
182,882 |
$33M |
2.74% |
0.1%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
140,246 |
$32M |
2.60% |
3.4%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
411,971 |
$29M |
2.35% |
0.5%
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
456,795 |
$28M |
2.33% |
8.0%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
194,783 |
$28M |
2.31% |
5.3%
|
- |
|
PEP
|
US |
PEPSICO INC |
182,145 |
$28M |
2.27% |
4.9%
|
- |