|
NVDA
|
US |
NVIDIA CORP |
646,601 |
$87M |
6.07% |
-15.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
196,155 |
$83M |
5.78% |
18.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
289,644 |
$64M |
4.44% |
-19.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
88,079 |
$52M |
3.61% |
-24.1%
|
- |
|
AAPL
|
US |
APPLE INC |
176,542 |
$44M |
3.09% |
-33.3%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
193,676 |
$38M |
2.67% |
90.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
83,194 |
$38M |
2.64% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
198,625 |
$38M |
2.63% |
4.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
157,435 |
$36M |
2.55% |
-17.0%
|
- |
|
WAL
|
US |
WESTERN ALLIANCE BANCORP |
417,075 |
$35M |
2.44% |
0.7%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
67,628 |
$34M |
2.39% |
54.0%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
648,340 |
$28M |
1.99% |
219.3%
|
- |
|
HCA
|
US |
HCA HEALTHCARE INC |
91,744 |
$28M |
1.93% |
100.0%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
73,937 |
$27M |
1.91% |
38.9%
|
- |
|
CRH
|
US |
CRH PLC |
267,820 |
$25M |
1.73% |
-12.6%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
31,714 |
$24M |
1.71% |
102.9%
|
- |
|
AEM
|
US |
AGNICO EAGLE MINES LTD |
311,818 |
$24M |
1.71% |
-
|
- |
|
CRM
|
US |
SALESFORCE INC |
72,816 |
$24M |
1.70% |
0.1%
|
- |
|
FI
|
US |
FISERV INC |
114,743 |
$24M |
1.65% |
-31.6%
|
- |
|
EFX
|
US |
EQUIFAX INC |
86,282 |
$22M |
1.54% |
122.8%
|
- |