|
MSFT
|
US |
MICROSOFT CORP |
6,556,617 |
$2,764M |
7.39% |
2.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
7,085,841 |
$2,239M |
5.99% |
-9.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
8,494,045 |
$1,608M |
4.30% |
0.1%
|
- |
|
ADSK
|
US |
AUTODESK INC |
5,066,777 |
$1,498M |
4.01% |
-3.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
9,718,838 |
$1,305M |
3.49% |
18.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
5,241,185 |
$1,150M |
3.08% |
23.9%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
9,129,031 |
$1,099M |
2.94% |
-2.5%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
218,839 |
$1,087M |
2.91% |
-28.5%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
7,312,785 |
$1,058M |
2.83% |
0.2%
|
- |
|
INTU
|
US |
INTUIT INC |
1,439,315 |
$905M |
2.42% |
-2.7%
|
- |
|
VRSN
|
US |
VERISIGN INC |
3,911,460 |
$810M |
2.17% |
-0.5%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
2,483,033 |
$727M |
1.94% |
-4.0%
|
- |
|
MCO
|
US |
MOODY'S CORP |
1,517,725 |
$718M |
1.92% |
-2.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
3,029,639 |
$702M |
1.88% |
-18.5%
|
- |
|
CHKP
|
US |
CHECK POINT SOFTWARE TECH |
3,589,586 |
$670M |
1.79% |
-0.4%
|
- |
|
AAPL
|
US |
APPLE INC |
2,637,630 |
$661M |
1.77% |
-11.5%
|
- |
|
ICLR
|
US |
ICON PLC |
2,946,953 |
$618M |
1.65% |
9.3%
|
- |
|
EA
|
US |
ELECTRONIC ARTS INC |
4,190,652 |
$613M |
1.64% |
-2.1%
|
- |
|
TKO
|
US |
TKO GROUP HOLDINGS INC |
4,151,608 |
$590M |
1.58% |
4.1%
|
- |
|
FDS
|
US |
FACTSET RESEARCH SYSTEMS INC |
1,210,882 |
$582M |
1.56% |
-2.1%
|
- |