|
MSFT
|
US |
MICROSOFT CORP |
2,847,194 |
$1,200M |
8.53% |
1.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
8,026,378 |
$1,078M |
7.66% |
-0.2%
|
- |
|
AAPL
|
US |
APPLE INC |
3,346,040 |
$838M |
5.96% |
-1.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,305,208 |
$725M |
5.15% |
25.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
1,612,286 |
$510M |
3.62% |
-15.3%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
1,100,000 |
$492M |
3.50% |
-26.7%
|
- |
|
CRM
|
US |
SALESFORCE INC |
1,189,931 |
$398M |
2.83% |
-16.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
2,049,444 |
$390M |
2.77% |
-12.0%
|
- |
|
LIN
|
US |
LINDE PLC |
743,448 |
$311M |
2.21% |
-5.2%
|
- |
|
PH
|
US |
PARKER HANNIFIN CORP |
463,709 |
$295M |
2.10% |
-29.7%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
372,933 |
$288M |
2.05% |
12.4%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
2,841,581 |
$283M |
2.01% |
254.1%
|
- |
|
PLD
|
US |
PROLOGIS INC |
2,592,864 |
$274M |
1.95% |
38.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
460,401 |
$270M |
1.92% |
0.7%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,129,101 |
$262M |
1.86% |
11.3%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
1,701,585 |
$254M |
1.80% |
1237.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
1,260,968 |
$249M |
1.77% |
-17.8%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
5,674,003 |
$249M |
1.77% |
-15.1%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
1,486,964 |
$249M |
1.77% |
-18.2%
|
- |
|
TECK
|
US |
TECK RESOURCES LTD-CLS B |
6,020,023 |
$244M |
1.74% |
32.2%
|
- |