|
NVDA
|
US |
NVIDIA CORP |
519,570 |
$70M |
5.64% |
-12.1%
|
- |
|
WMS
|
US |
ADVANCED DRAINAGE SYSTEMS IN |
539,811 |
$62M |
5.05% |
12.6%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
97,264 |
$51M |
4.14% |
0.1%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
91,037 |
$48M |
3.84% |
-12.2%
|
- |
|
KLAC
|
US |
KLA CORP |
74,351 |
$47M |
3.79% |
19.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
233,953 |
$46M |
3.74% |
-0.3%
|
- |
|
DE
|
US |
DEERE & CO |
102,450 |
$43M |
3.51% |
0.1%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
257,395 |
$43M |
3.49% |
-7.2%
|
- |
|
EBAY
|
US |
EBAY INC |
657,998 |
$41M |
3.30% |
-7.4%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
222,500 |
$40M |
3.27% |
102.0%
|
- |
|
ADBE
|
US |
ADOBE INC |
86,137 |
$38M |
3.10% |
-
|
- |
|
GEN
|
US |
GEN DIGITAL INC |
1,388,538 |
$38M |
3.07% |
-1.0%
|
- |
|
EW
|
US |
EDWARDS LIFESCIENCES CORP |
509,958 |
$38M |
3.05% |
0.1%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
100,030 |
$37M |
2.98% |
-
|
- |
|
FSLR
|
US |
FIRST SOLAR INC |
208,450 |
$37M |
2.97% |
119.0%
|
- |
|
SW
|
US |
SMURFIT WESTROCK PLC |
603,234 |
$32M |
2.63% |
-2.0%
|
- |
|
PLNT
|
US |
PLANET FITNESS INC - CL A |
314,000 |
$31M |
2.51% |
-9.5%
|
- |
|
RMD
|
US |
RESMED INC |
135,200 |
$31M |
2.50% |
-
|
- |
|
MWA
|
US |
MUELLER WATER PRODUCTS INC-A |
1,324,500 |
$30M |
2.41% |
0.3%
|
- |
|
AKAM
|
US |
AKAMAI TECHNOLOGIES INC |
301,924 |
$29M |
2.33% |
-
|
- |