+48
New
48
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 594918104 | Mar 2023 | 33,104 | $9.5M | 7.09% | EC |
| 2 | UnitedHealth Group I | 91324P102 | Mar 2023 | 12,920 | $6.1M | 4.53% | EC |
| 3 | Costco Wholesale Cor | 22160K105 | Mar 2023 | 11,016 | $5.5M | 4.06% | EC |
| 4 | Visa Inc | 92826C839 | Mar 2023 | 23,153 | $5.2M | 3.88% | EC |
| 5 | AbbVie Inc | 00287Y109 | Mar 2023 | 31,099 | $5.0M | 3.68% | EC |
| 6 | Ameriprise Financial | 03076C106 | Mar 2023 | 15,561 | $4.8M | 3.54% | EC |
| 7 | Marsh & McLennan Cos | 571748102 | Mar 2023 | 26,616 | $4.4M | 3.29% | EC |
| 8 | Cadence Design Syste | 127387108 | Mar 2023 | 21,023 | $4.4M | 3.28% | EC |
| 9 | TJX Cos Inc/The | 872540109 | Mar 2023 | 55,449 | $4.3M | 3.23% | EC |
| 10 | VMware Inc | 928563402 | Mar 2023 | 34,118 | $4.3M | 3.16% | EC |
| 11 | Vertex Pharmaceutica | 92532F100 | Mar 2023 | 12,990 | $4.1M | 3.04% | EC |
| 12 | Advanced Micro | 007903107 | Mar 2023 | 40,952 | $4.0M | 2.98% | EC |
| 13 | Prologis Inc | 74340W103 | Mar 2023 | 28,700 | $3.6M | 2.66% | EC |
| 14 | Dollar Tree Inc | 256746108 | Mar 2023 | 24,700 | $3.5M | 2.63% | EC |
| 15 | Aptiv PLC | G6095L109 | Mar 2023 | 31,531 | $3.5M | 2.63% | EC |
| 16 | Bio-Rad Laboratories | 090572207 | Mar 2023 | 6,943 | $3.3M | 2.47% | EC |
| 17 | Voya Financial Inc | 929089100 | Mar 2023 | 45,768 | $3.3M | 2.43% | EC |
| 18 | MSA Safety Inc | 553498106 | Mar 2023 | 23,558 | $3.1M | 2.34% | EC |
| 19 | NXP Semiconductors N | N6596X109 | Mar 2023 | 16,845 | $3.1M | 2.33% | EC |
| 20 | salesforce.com Inc | 79466L302 | Mar 2023 | 15,704 | $3.1M | 2.33% | EC |
| 21 | Eli Lilly & Co | 532457108 | Mar 2023 | 8,427 | $2.9M | 2.15% | EC |
| 22 | Allstate Corp/The | 020002101 | Mar 2023 | 25,977 | $2.9M | 2.14% | EC |
| 23 | Starbucks Corp | 855244109 | Mar 2023 | 26,825 | $2.8M | 2.07% | EC |
| 24 | Take-Two Interactive | 874054109 | Mar 2023 | 22,677 | $2.7M | 2.01% | EC |
| 25 | Akamai Technologies | 00971T101 | Mar 2023 | 34,001 | $2.7M | 1.98% | EC |
| 26 | Fidelity Investments | FISXX | Mar 2023 | 2,535,936 | $2.5M | 1.88% | STIV |
| 27 | THE AZEK CO INC | 05478C105 | Mar 2023 | 100,437 | $2.4M | 1.76% | EC |
| 28 | Sprouts Farmers Mark | 85208M102 | Mar 2023 | 64,369 | $2.3M | 1.67% | EC |
| 29 | Bank OZK | 06417N103 | Mar 2023 | 65,633 | $2.2M | 1.67% | EC |
| 30 | Adobe Systems Inc | 00724F101 | Mar 2023 | 5,733 | $2.2M | 1.64% | EC |
| 31 | Ecolab Inc | 278865100 | Mar 2023 | 13,151 | $2.2M | 1.62% | EC |
| 32 | Estee Lauder Cos Inc | 518439104 | Mar 2023 | 8,711 | $2.1M | 1.59% | EC |
| 33 | MONTROSE ENVIRONMENT | 615111101 | Mar 2023 | 57,226 | $2.0M | 1.52% | EC |
| 34 | Regal Rexnord Corp | 758750103 | Mar 2023 | 13,575 | $1.9M | 1.42% | EC |
| 35 | Vail resorts Inc | 91879Q109 | Mar 2023 | 6,407 | $1.5M | 1.11% | EC |
| 36 | Brunswick Corp/DE | 117043109 | Mar 2023 | 17,808 | $1.5M | 1.08% | EC |
| 37 | International Flavor | 459506101 | Mar 2023 | 15,369 | $1.4M | 1.05% | EC |
| 38 | American Water Works | 030420103 | Mar 2023 | 9,119 | $1.3M | 0.99% | EC |
| 39 | BLOOM ENERGY CORP-A | 093712107 | Mar 2023 | 60,313 | $1.2M | 0.89% | EC |
| 40 | SHOALS TECHNOLOGIES | 82489W107 | Mar 2023 | 51,406 | $1.2M | 0.87% | EC |
| 41 | Micron Technology In | 595112103 | Mar 2023 | 15,488 | $935K | 0.69% | EC |
| 42 | ON Semiconductor Cor | 682189105 | Mar 2023 | 9,109 | $750K | 0.56% | EC |
| 43 | Option Care Health I | 68404L201 | Mar 2023 | 21,000 | $667K | 0.50% | EC |
| 44 | SolarEdge Technologi | 83417M104 | Mar 2023 | 2,052 | $624K | 0.46% | EC |
| 45 | Sweetgreen Inc | 87043Q108 | Mar 2023 | 60,794 | $477K | 0.35% | EC |
| 46 | Maravai LifeSciences | 56600D107 | Mar 2023 | 31,753 | $445K | 0.33% | EC |
| 47 | AMERICAN WELL CORP | 03044L105 | Mar 2023 | 125,806 | $297K | 0.22% | EC |
| 48 | Rivian Automotive In | 76954A103 | Mar 2023 | 18,400 | $285K | 0.21% | EC |