|
AAPL
|
US |
APPLE INC |
2,128,054 |
$533M |
7.23% |
-0.3%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
629,082 |
$486M |
6.59% |
-3.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,111,828 |
$469M |
6.36% |
0.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
2,132,879 |
$421M |
5.71% |
0.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,530,665 |
$355M |
4.81% |
4.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
2,325,525 |
$312M |
4.24% |
6.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,432,421 |
$271M |
3.68% |
0.1%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
320,100 |
$222M |
3.01% |
0.2%
|
- |
|
JCI
|
US |
JOHNSON CONTROLS INTERNATION |
2,642,443 |
$209M |
2.83% |
0.0%
|
- |
|
NOW
|
US |
SERVICENOW INC |
188,814 |
$200M |
2.72% |
0.0%
|
- |
|
INTU
|
US |
INTUIT INC |
296,073 |
$186M |
2.52% |
0.2%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
2,111,948 |
$182M |
2.46% |
-0.9%
|
- |
|
ORCL
|
US |
ORACLE CORP |
957,622 |
$160M |
2.16% |
0.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
922,475 |
$155M |
2.10% |
0.2%
|
- |
|
ADBE
|
US |
ADOBE INC |
339,225 |
$151M |
2.05% |
0.0%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
1,231,020 |
$149M |
2.02% |
0.0%
|
- |
|
TT
|
US |
TRANE TECHNOLOGIES PLC |
403,779 |
$149M |
2.02% |
0.0%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
1,207,025 |
$146M |
1.98% |
-0.7%
|
- |
|
KEYS
|
US |
KEYSIGHT TECHNOLOGIES IN |
867,765 |
$139M |
1.89% |
-0.2%
|
- |
|
AZO
|
US |
AUTOZONE INC |
40,646 |
$130M |
1.77% |
0.0%
|
- |