|
GEV
|
US |
GE VERNOVA INC |
187,040 |
$62M |
11.04% |
-13.8%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
221,186 |
$44M |
7.84% |
-4.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
150,769 |
$33M |
5.94% |
-4.1%
|
- |
|
GMED
|
US |
GLOBUS MEDICAL INC - A |
368,163 |
$30M |
5.47% |
-2.9%
|
- |
|
ALC
|
US |
ALCON INC |
303,492 |
$26M |
4.62% |
-2.9%
|
- |
|
CG
|
US |
CARLYLE GROUP INC/THE |
426,764 |
$22M |
3.87% |
-9.6%
|
- |
|
ROP
|
US |
ROPER TECHNOLOGIES INC |
38,893 |
$20M |
3.63% |
-2.9%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
120,215 |
$20M |
3.60% |
38.7%
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
173,058 |
$19M |
3.48% |
28.3%
|
- |
|
HEI/A
|
US |
HEICO CORP-CLASS A |
96,218 |
$18M |
3.21% |
19.5%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
183,816 |
$16M |
2.95% |
-2.9%
|
- |
|
VST
|
US |
VISTRA CORP |
116,409 |
$16M |
2.88% |
-2.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
37,643 |
$16M |
2.85% |
-1.2%
|
- |
|
DNB
|
US |
DUN & BRADSTREET HOLDINGS IN |
1,217,682 |
$15M |
2.72% |
926.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
111,314 |
$15M |
2.68% |
-21.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
15,375 |
$12M |
2.13% |
-2.9%
|
- |
|
AVGO
|
US |
BROADCOM INC |
47,127 |
$11M |
1.96% |
-11.9%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
170,745 |
$10M |
1.85% |
-3.6%
|
- |
|
ODFL
|
US |
OLD DOMINION FREIGHT LINE |
56,603 |
$10M |
1.79% |
-2.9%
|
- |
|
BDX
|
US |
BECTON DICKINSON AND CO |
42,947 |
$10M |
1.75% |
-2.9%
|
- |