|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
136,375 |
$27M |
7.11% |
10.2%
|
- |
|
CRM
|
US |
SALESFORCE INC |
41,861 |
$14M |
3.70% |
100.0%
|
- |
|
NFLX
|
US |
NETFLIX INC |
13,165 |
$12M |
3.10% |
613.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
44,340 |
$10M |
2.72% |
100.0%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
140,664 |
$10M |
2.58% |
102.5%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
114,650 |
$8M |
2.13% |
-39.4%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
134,966 |
$8M |
2.11% |
100.0%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
166,695 |
$7M |
1.94% |
568.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
11,836 |
$7M |
1.83% |
-74.1%
|
- |
|
BERY
|
US |
BERRY GLOBAL GROUP INC |
83,335 |
$5M |
1.42% |
100.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
10,078 |
$5M |
1.35% |
100.0%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
8,362 |
$5M |
1.26% |
100.0%
|
- |
|
BMY
|
US |
BRISTOL-MYERS SQUIBB CO |
81,262 |
$5M |
1.21% |
236.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
22,968 |
$4M |
1.16% |
-82.6%
|
- |
|
HPE
|
US |
HEWLETT PACKARD ENTERPRISE |
203,403 |
$4M |
1.15% |
100.0%
|
- |
|
ANSS
|
US |
ANSYS INC |
12,535 |
$4M |
1.12% |
100.0%
|
- |
|
C
|
US |
CITIGROUP INC |
52,444 |
$4M |
0.98% |
257.1%
|
- |
|
KEYS
|
US |
KEYSIGHT TECHNOLOGIES IN |
22,669 |
$4M |
0.96% |
100.0%
|
- |
|
ERIE
|
US |
ERIE INDEMNITY COMPANY-CL A |
8,711 |
$4M |
0.95% |
100.0%
|
- |
|
TEL
|
US |
TE CONNECTIVITY PLC |
23,786 |
$3M |
0.90% |
100.0%
|
- |