|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
332,928 |
$66M |
15.81% |
-
|
- |
|
APD
|
US |
AIR PRODUCTS & CHEMICALS INC |
129,017 |
$37M |
9.00% |
-
|
- |
|
IFF
|
US |
INTL FLAVORS & FRAGRANCES |
441,502 |
$37M |
8.97% |
-
|
- |
|
CTVA
|
US |
CORTEVA INC |
643,770 |
$37M |
8.81% |
-
|
- |
|
GM
|
US |
GENERAL MOTORS CO |
581,327 |
$31M |
7.44% |
-
|
- |
|
G3265R107
|
- |
APTIV PLC |
403,900 |
$24M |
5.87% |
-
|
- |
|
ETN
|
US |
EATON CORP PLC |
73,282 |
$24M |
5.85% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
171,726 |
$23M |
5.54% |
-
|
- |
|
RTX
|
US |
RTX CORP |
168,220 |
$19M |
4.68% |
-
|
- |
|
MMM
|
US |
3M CO |
140,173 |
$18M |
4.35% |
-
|
- |
|
CRH
|
US |
CRH PLC |
178,768 |
$17M |
3.98% |
-
|
- |
|
EMN
|
US |
EASTMAN CHEMICAL CO |
141,593 |
$13M |
3.11% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
54,871 |
$12M |
2.89% |
-
|
- |
|
EMR
|
US |
EMERSON ELECTRIC CO |
85,248 |
$11M |
2.54% |
-
|
- |
|
JCI
|
US |
JOHNSON CONTROLS INTERNATION |
133,262 |
$11M |
2.53% |
-
|
- |
|
CNH
|
US |
CNH INDUSTRIAL NV |
568,747 |
$6M |
1.55% |
-
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
27,853 |
$6M |
1.51% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
23,374 |
$5M |
1.30% |
-
|
- |
|
CMI
|
US |
CUMMINS INC |
13,771 |
$5M |
1.15% |
-
|
- |
|
NXPI
|
US |
NXP SEMICONDUCTORS NV |
22,507 |
$5M |
1.12% |
-
|
- |