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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Varma Mutual Pension Insurance Co

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001140361-24-025715

Total Value
$11.54B
Positions
355
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (355)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT1,315,672$553.5M4.80%
2MFC DBX ETF TRUST XTRACKERS MSCI ACWI EXUSA ESG LEADERS EQUITY ETF23305119217,971,430$509.3M4.41%
3APPLE INC COM STKAAPL2,726,753$467.6M4.05%
4NVIDIA CORP COMNVDA461,968$417.4M3.62%
5AMAZON COM INC COMAMZN2,088,332$376.7M3.26%
6ALPHABET INC CAPITAL STOCK USD0.001 CL AGOOG2,117,779$319.6M2.77%
7MFC BLACKROCK ETF TR U S CARBON TRANSITION READINESS ETFBLK4,814,000$276.4M2.39%
8MFC ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF4642882812,656,000$238.2M2.06%
9META PLATFORMS INC COM USD0.000006 CL 'A'META479,854$233.0M2.02%
10MFC VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM CORP BD INDEX FD92206C8702,700,000$217.4M1.88%
11MFC VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE92206C4092,180,000$168.5M1.46%
12MFC VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL9219468852,250,000$143.7M1.24%
13MFC DEUTSCHE X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF2330518795,269,125$126.8M1.10%
14JPMORGAN CHASE & CO COMVYLD591,400$118.5M1.03%
15ELI LILLY & CO COMLLY142,873$111.1M0.96%
16EXXON MOBIL CORP COMXOM904,800$105.2M0.91%
17BROADCOM INC COMAVGO78,824$104.5M0.91%
18VANECK VECTORS ETF TRUST JP MORGAN EMRG MKTS LCL CURNY BD ETF(R/S92189H3004,100,000$100.5M0.87%
19VISA INC COM CL A STKV337,900$94.3M0.82%
20TESLA INC COM USD0.001TSLA492,900$86.6M0.75%
21MASTERCARD INC CL AMA178,400$85.9M0.74%
22UNITEDHEALTH GROUP INC COMUNH158,000$78.2M0.68%
23JOHNSON & JOHNSON COM USD1JNJ446,300$70.6M0.61%
24PROCTER & GAMBLE COM NPV742718109428,200$69.5M0.60%
25HOME DEPOT INC COMHD180,148$69.1M0.60%
26CHEVRON CORP COMCVX425,400$67.1M0.58%
27MERCK & CO INC NEW COMMRK484,200$63.9M0.55%
28ABBVIE INC COM USD0.01ABBV332,800$60.6M0.53%
29BANK OF AMERICA CORP0605051041,562,479$59.2M0.51%
30ADVANCED MICRO DEVICES INC COMAMD309,922$55.9M0.48%
31COSTCO WHOLESALE CORP NEW COM22160K10576,000$55.7M0.48%
32SALESFORCE INC COM USD0.001CRM182,926$55.1M0.48%
33MFC ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515632,390$53.9M0.47%
34COCA COLA CO COMKO810,700$49.6M0.43%
35NETFLIX INC COM STKNFLX81,098$49.3M0.43%
36WALMART INC COMWMT812,300$48.9M0.42%
37PEPSICO INC COMPEP275,700$48.3M0.42%
38WELLS FARGO & CO NEW COM STK949746101791,500$45.9M0.40%
39THERMO FISHER SCIENTIFIC INC COM USD1TMO78,400$45.6M0.39%
40LINDE PLCLIN95,500$44.3M0.38%
41CONOCOPHILLIPS COMCOP339,100$43.2M0.37%
42WALT DISNEY CO254687106352,572$43.1M0.37%
43ADOBE INC COMADBE85,123$43.0M0.37%
44ACCENTURE PLC CLS AACN123,100$42.7M0.37%
45MC DONALDS CORP COMMCD148,600$41.9M0.36%
46CISCO SYSTEMS INCCSCO797,513$39.8M0.34%
47ABBOTT LAB COMABLZF344,500$39.2M0.34%
48MFC ISHARES TRUST MSCI INDIA ETF46429B598755,271$39.0M0.34%
49INTUIT COMINTU58,975$38.3M0.33%
50GENERAL ELEC CO COM NEW369604301218,229$38.3M0.33%
51ORACLE CORP COMORCL-PD304,204$38.2M0.33%
52S&P GLOBAL INC COMSPGI89,500$38.1M0.33%
53APPLIED MATERIALS INC COM038222105183,900$37.9M0.33%
54QUALCOMM INC COMQCOM218,067$36.9M0.32%
55CATERPILLAR INC COMCAT99,796$36.6M0.32%
56ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10874039100266,100$36.2M0.31%
57ROYAL BK OF CANADA COM NPV780087102354,700$35.8M0.31%
58COMCAST CORP NEW-CL ACCZ813,282$35.3M0.31%
59DANAHER CORP COM235851102135,800$33.9M0.29%
60INTEL CORP COMINTC757,400$33.5M0.29%
61GOLDMAN SACHS GROUP INC COMGSCE80,000$33.4M0.29%
62VERIZON COMMUNICATIONS COMVZ794,886$33.4M0.29%
63AMERICAN EXPRESS COAXP146,100$33.3M0.29%
64INTERNATIONAL BUSINESS MACHS CORP COMINTR172,800$33.0M0.29%
65SERVICENOW INC COM USD0.001NOW42,716$32.6M0.28%
66LAM RESH CORP COMLRCX33,400$32.5M0.28%
67CITIGROUP INC COM NEW COM NEWC-PR488,200$30.9M0.27%
68TEXAS INSTRUMENTS INC COM882508104174,212$30.3M0.26%
69EATON CORP PLC COM USD0.50ETN96,466$30.2M0.26%
70MORGAN STANLEY COM STK USD0.01MS-PQ318,700$30.0M0.26%
71PFIZER INC COMPFE1,064,900$29.6M0.26%
72AMGEN INC COMAMGN103,500$29.4M0.25%
73BLACKROCK INC COM STKBLK34,900$29.1M0.25%
74INTUITIVE SURGICAL INC COM NEW STKISRG71,600$28.6M0.25%
75BOOKING HLDGS INC COMBKNG7,830$28.4M0.25%
76LOWES COS INC COM548661107111,301$28.4M0.25%
77PROLOGIS INC COMPLDGP215,200$28.0M0.24%
78UBER TECHNOLOGIES INC COM USD0.00001UBER361,846$27.9M0.24%
79PROGRESSIVE CORP OH COM743315103133,400$27.6M0.24%
80ENBRIDGE INC COM NPVENNPF761,100$27.5M0.24%
81MFC ISHARES INC MSCI CDA ETF464286509714,350$27.3M0.24%
82BOSTON SCIENTIFIC CORP COMBSX394,200$27.0M0.23%
83UNION PAC CORP COMUNP109,552$26.9M0.23%
84TORONTO-DOMINION COM NPVTORO445,000$26.9M0.23%
85MICRON TECH INC COMMU218,899$25.8M0.22%
86NEXTERA ENERGY INC COMNEE-PW401,700$25.7M0.22%
87SCHWAB CHARLES CORP COM NEWSCHW-PJ351,000$25.4M0.22%
88STRYKER CORPSYK70,700$25.3M0.22%
89FREEPORT-MCMORAN INCFCX535,400$25.2M0.22%
90FISERV INC COMFISV156,800$25.1M0.22%
91CHUBB LTD ORD CHF24.15CB96,400$25.0M0.22%
92AT&T INC COMT-PC1,411,173$24.8M0.22%
93EOG RESOURCES INC COMEOG193,300$24.7M0.21%
94ALPHABET INC CAP STK USD0.001 CL CGOOG160,385$24.4M0.21%
95MARSH & MCLENNAN CO'S INC COM571748102117,300$24.2M0.21%
96ANALOG DEVICES INC COMADI121,027$23.9M0.21%
97TJX COS INC COM NEW872540109232,668$23.6M0.20%
98MEDTRONIC PLC COMMON STOCK STOCKMDT269,900$23.5M0.20%
99BRISTOL MYERS SQUIBB CO COMCELG-RI432,700$23.5M0.20%
100BANK OF MONTREAL COM NPV063671101238,400$23.3M0.20%
101BLACKSTONE INC COM USD0.00001BX176,000$23.1M0.20%
102NIKE INC CL BNKE245,081$23.0M0.20%
103DEERE & CO COMDE56,021$23.0M0.20%
104ELEVANCE HEALTH INCELV43,700$22.7M0.20%
105MARATHON PETE CORP COMMARA111,100$22.4M0.19%
106VERTEX PHARMACEUTICALS INC COMVRTX53,400$22.3M0.19%
107STARBUCKS CORP COMSBUX243,800$22.3M0.19%
108MONDELEZ INTL INC COM609207105317,300$22.2M0.19%
109CDN PAC KANS CY COM NPVCP250,680$22.1M0.19%
110HILTON WORLDWIDE HLDGS INC COM NEW COM NEWHLT102,700$21.9M0.19%
111PARKER-HANNIFIN CORP COMPH39,224$21.8M0.19%
112BK OF NOVA SCOTIA COM NPV064149107420,700$21.8M0.19%
113PIONEER NAT RES CO COM72378710782,500$21.7M0.19%
114KLA CORPORATION COM USD0.001KLAC30,932$21.6M0.19%
115AUTOMATIC DATA PROCESSING INC COMADP86,428$21.6M0.19%
116SYNOPSYS INC COMSNPS37,600$21.5M0.19%
117MOODYS CORP COMMCO54,400$21.4M0.19%
118REGENERON PHARMACEUTICALS INC COMREGN22,200$21.4M0.19%
119CDN NATL RAILWAYS COM NPV136375102161,710$21.3M0.18%
120THE CIGNA GROUP12552310058,400$21.2M0.18%
121T-MOBILE US INC COMTMUSZ129,437$21.1M0.18%
122SCHLUMBERGER LTD COM COMSLB384,200$21.1M0.18%
123INTERCONTINENTAL EXCHANGE INC COM45866F104152,300$20.9M0.18%
124WASTE MGMT INC DEL COM STK94106L10997,909$20.9M0.18%
125PACCAR INC COMPCAR168,140$20.8M0.18%
126PHILLIPS 66 COMPSX125,400$20.5M0.18%
127DIAMONDBACK ENERGY INC COMFANG103,100$20.4M0.18%
128TRANSDIGM GROUP INC COMTDG16,557$20.4M0.18%
129SHOPIFY INC COM NPV CL ASHOP257,700$19.9M0.17%
130EMERSON ELECTRIC CO COMEMR174,867$19.8M0.17%
131GILEAD SCIENCES INCGILD269,400$19.7M0.17%
132UNITED PARCEL SVC INC CL BUPS132,658$19.7M0.17%
133AMERICAN TOWER CORP03027X10099,500$19.7M0.17%
134CADENCE DESIGN SYS INC COMCDNS63,018$19.6M0.17%
135PNC FINANCIAL SERVICES GROUP COM STK693475105120,400$19.5M0.17%
136MANULIFE FINL CORP COM NPV56501R106777,100$19.4M0.17%
137AMERICAN EAGLE OUTFITTERS INC NEW COMAEO752,000$19.4M0.17%
138CVS HEALTH CORP COMCVS242,700$19.4M0.17%
139BROOKFIELD CORP CLASS A LTD VOTING SHS11271J107460,800$19.3M0.17%
140EQUINIX INC COM PAR $0.001EQIX23,300$19.2M0.17%
141CHIPOTLE MEXICAN GRILL INC COM STKCMG6,600$19.2M0.17%
142AON PLCAON57,400$19.2M0.17%
143PAYPAL HLDGS INC COMPYPL282,400$18.9M0.16%
144BUNGE GLOBAL SA F COMMON STOCKBG184,000$18.9M0.16%
145COLGATE-PALMOLIVE CO COMCL209,200$18.8M0.16%
146GATES INDL CORP PL COM USD0.01G391081081,063,000$18.8M0.16%
147EDWARDS LIFESCIENCES CORP COMEW196,500$18.8M0.16%
148GEN MTRS CO COM37045V100413,400$18.7M0.16%
149PAYCOM SOFTWARE INC COMPAYC94,000$18.7M0.16%
150OSHKOSH CORPORATIONOSK149,600$18.7M0.16%
151AGCO CORP COMAGCO151,000$18.6M0.16%
152CME GROUP INC COM STKCME86,200$18.6M0.16%
153TRANE TECHNOLOGIES PLC COM USD1TT61,801$18.6M0.16%
154PALO ALTO NETWORKS INC COM USD0.0001PANW65,230$18.5M0.16%
155SHERWIN-WILLIAMS CO COMSHW53,200$18.5M0.16%
156AMPHENOL CORP NEW CL A032095101160,000$18.5M0.16%
157TARGET CORP COM STKTGT104,000$18.4M0.16%
158US BANCORPUSB-PS409,900$18.3M0.16%
159ITT INC COMITT134,100$18.2M0.16%
160HESS CORP COM STKHESM119,300$18.2M0.16%
161CANADIAN IMP BANK COM NPVCNDIF357,900$18.2M0.16%
162ILL TOOL WKS INC COM45230810967,659$18.2M0.16%
163MCKESSON CORPMCK33,800$18.1M0.16%
164CSX CORP COM STKCSX485,220$18.0M0.16%
165WOODWARD INC COMWWD115,700$17.8M0.15%
166MOLSON COORS BEVERAGE COMPANY COM USD0.01 CLASS BTAP-A265,000$17.8M0.15%
167JACOBS SOLUTIONS INC COMJ115,800$17.8M0.15%
168AMERICAN INTERNATIONAL GROUP INC COM026874784227,000$17.7M0.15%
169CROWDSTRIKE HLDGS INC CL A CL ACRWD55,300$17.7M0.15%
170PAYLOCITY HLDG CORP COMPCTY103,000$17.7M0.15%
171LEAR CORP COM NEW COM NEWLEA122,000$17.7M0.15%
172PEMBINA PIPELINE CORPORATION COMMON STOCKPPLOF498,300$17.6M0.15%
173PRUDENTIAL FINL INC COMPUKPF149,600$17.6M0.15%
174VALERO ENERGY CORP COM STK NEWVLO102,700$17.5M0.15%
175KKR & CO INC CL A CL AKKRT173,900$17.5M0.15%
176CAPITAL ONE FINL CORP COM14040H105117,300$17.5M0.15%
177MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK55405Y100182,300$17.4M0.15%
178DOVER CORP COM USD1.00DOV98,118$17.4M0.15%
179KB HOME COMKBH245,000$17.4M0.15%
180SKYWORKS SOLUTIONS INC COMSWKS160,000$17.3M0.15%
181TRUIST FINL CORP COM89832Q109443,200$17.3M0.15%
182INTERPUBLIC GROUP COMPANIES INC COMINTR529,300$17.3M0.15%
183GRACO INC COMGGG184,000$17.2M0.15%
184SNAP-ON INC COMSNA58,000$17.2M0.15%
185TAPESTRY INC COM USD0.01TPR361,000$17.1M0.15%
186CUMMINS INCCMI58,030$17.1M0.15%
187HALLIBURTON CO COMHAL428,800$16.9M0.15%
188INGREDION INC COMINGR144,600$16.9M0.15%
189QUALYS INC COM USD0.001QLYS101,000$16.9M0.15%
190DYNATRACE INC COMDT361,000$16.8M0.15%
191ARISTA NETWORKS INC COMANET57,700$16.7M0.14%
192MARRIOTT INTL INC NEW COM STK CL A57190320266,300$16.7M0.14%
193NXP SEMICONDUCTORS N V COM STKNXPI67,384$16.7M0.14%
194F5 INC COM STK NPVFFIV88,000$16.7M0.14%
195AUTODESK INC COMADSK63,800$16.6M0.14%
196AIRBNB INC CL A COM USD0.0001 CL AABNB100,000$16.5M0.14%
197RAMBUS INC DEL COMRMBS266,000$16.4M0.14%
198WILLIAMS CO INC COM969457100420,100$16.4M0.14%
199ZURN ELKAY WATER SOLUTIONS CORPORATION98983L108488,300$16.3M0.14%
200GENPACT LIMITED COM STK USD0.01G495,600$16.3M0.14%
201ECOLAB INC COM STK USD1ECL70,500$16.3M0.14%
202ACADEMY SPORTS & OUTDOORS INC COMASO240,000$16.2M0.14%
203TRAVELERS COS INC COM STKTRV70,100$16.1M0.14%
204ONEOK INC COM STKOKE200,800$16.1M0.14%
205SIMON PROPERTY GROUP INC COM828806109102,700$16.1M0.14%
206DEVON ENERGY CORP NEW COM25179M103319,600$16.0M0.14%
207O REILLY AUTOMOTIVE INC NEW COM USD0.0167103H10714,200$16.0M0.14%
208L3HARRIS TECHNOLOGIES INC COMLHX75,055$16.0M0.14%
209CACI INTL INC CL A CL A12719030442,000$15.9M0.14%
210ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADSBBAAY219,100$15.9M0.14%
211GALLAGHER ARTHUR J & CO COM36357610963,200$15.8M0.14%
212DISCOVER FINL SVCS COM STK254709108120,500$15.8M0.14%
213CINTAS CORP COMCTAS22,845$15.7M0.14%
214ZOETIS INC COM USD0.01 CL 'A'ZTS92,200$15.6M0.14%
215BLOCK INCBSQKZ184,300$15.6M0.14%
216BANK NEW YORK MELLON CORP COM STK064058100269,900$15.6M0.13%
217APOLLO GLOBAL MANAGEMENT INC COM USD0.0000103769M106137,600$15.5M0.13%
218AMERIPRISE FINL INC COM03076C10635,000$15.3M0.13%
219MARVELL TECHNOLOGY INC COMMRVL214,920$15.2M0.13%
220MERCADOLIBRE INC COM STKMELI10,050$15.2M0.13%
221CORTEVA INC COM USD0.01 WICTVA262,000$15.1M0.13%
222COINBASE GLOBAL INC COM CL ACOIN56,900$15.1M0.13%
223RAPID7 INC COMRPD305,300$15.0M0.13%
224FABRINET COM USD0.01FN79,000$14.9M0.13%
225KINDER MORGAN INC DEL COMEP-PC811,800$14.9M0.13%
226INGERSOLL RAND INC COMIR156,570$14.9M0.13%
227BECTON DICKINSON & CO COMBDX59,800$14.8M0.13%
228YUM BRANDS INC COMYUM106,700$14.8M0.13%
229METLIFE INC COM STK USD0.01MET-PF199,600$14.8M0.13%
230TC ENERGY CORPORAT COM NPVTRPRF364,900$14.7M0.13%
231UNITED RENTALS INC COMURI20,356$14.7M0.13%
232WORKDAY INC CL A COM USD0.001WDAY53,800$14.7M0.13%
233WHEATON PRECIOUS M COM NPVWPM311,200$14.7M0.13%
234CENCORA INCCOR60,200$14.6M0.13%
235COPART INC COMCPRT251,455$14.6M0.13%
236GENERAL MILLS INC COM370334104207,400$14.5M0.13%
237SUNCOR ENERGY INC COM NPV 'NEW'SU392,200$14.5M0.13%
238FORD MTR CO DEL COM PAR $0.01 COM PAR $0.013453708601,086,100$14.4M0.12%
239FIDELITY NATL INFORMATION SVCS INC COM STK31620M106192,000$14.2M0.12%
2403M CO COMMMM134,200$14.2M0.12%
241REPUBLIC SVCS INC COM76075910074,078$14.2M0.12%
242REALTY INCOME CORP COMO261,600$14.2M0.12%
243SUN LIFE FINL INC COM NPVSUNFF258,800$14.1M0.12%
244HCA HEALTHCARE INC COMHCA42,200$14.1M0.12%
245MARATHON OIL CORP COMMARA496,300$14.1M0.12%
246AMETEK INC NEW COMAME76,852$14.1M0.12%
247ROPER TECHNOLOGIES INCROP25,000$14.0M0.12%
248TE CONNECTIVITY LTDTEL96,347$14.0M0.12%
249KIMBERLY-CLARK CORP COMKMB108,100$14.0M0.12%
250MFC ISHARES INC MSCI HONG KONG ETF464286871895,776$13.9M0.12%
251DEXCOM INC COMDXCM100,000$13.9M0.12%
252AGILENT TECHNOLOGIES INC COMA94,900$13.8M0.12%
253FEDEX CORP COMFDX47,455$13.7M0.12%
254JOHNSON CTLS INTL PLC COM USD0.01G51502105208,564$13.6M0.12%
255WELLTOWER INC COM REITWELL145,400$13.6M0.12%
256AUTOZONE INC COMAZO4,290$13.5M0.12%
257BOX INC CL A CL ABXCAP470,700$13.3M0.12%
258AFLAC INC COMAFL154,900$13.3M0.12%
259THOMSON REUTERS CORPORATIONTMSOF85,277$13.3M0.12%
260MICROCHIP TECHNOLOGY INC COMMCHPP148,000$13.3M0.12%
261AGNICO EAGLE MINES LTD COM NPVAEM222,100$13.3M0.11%
262ZIMMER BIOMET HLDGS INC COMZBH100,400$13.3M0.11%
263HOWMET AEROSPACE INC COM USD1.00 WIHWM193,512$13.2M0.11%
264MOTOROLA SOLUTIONS INCMSI37,140$13.2M0.11%
265CGI INCGIB119,200$13.2M0.11%
266D R HORTON INC COM23331A10979,800$13.1M0.11%
267HEALTHPEAK OP LLCDOC700,000$13.1M0.11%
268ESTEE LAUDER COMPANIES INC CL A USD0.0151843910484,600$13.0M0.11%
269EVERSOURCE ENERGY COMES218,100$13.0M0.11%
270NUCOR CORP COMNUE65,000$12.9M0.11%
271AVALONBAY CMNTYS REITAWX69,100$12.8M0.11%
272CABOT CORP COMCBT138,500$12.8M0.11%
273NORFOLK SOUTHN CORP COM65584410850,000$12.7M0.11%
274METTLER-TOLEDO INTL INC COMMTD9,540$12.7M0.11%
275IQVIA HLDGS INC COM USD0.01IQV50,200$12.7M0.11%
276WEYERHAEUSER CO COMWY352,200$12.6M0.11%
277CONS EDISON INC COMED138,800$12.6M0.11%
278BAKER HUGHES COBKR374,400$12.5M0.11%
279LENNAR CORP CL A CL ALEN-B72,900$12.5M0.11%
280NASDAQ INCNDAQ197,900$12.5M0.11%
281VULCAN MATERIALS CO COM92916010945,600$12.4M0.11%
282CARRIER GLOBAL CORPORATION COM USD0.01 WICARR213,114$12.4M0.11%
283COGNIZANT TECH SOLUTIONS CORP CL ACTSH168,600$12.4M0.11%
284PPG IND INC COM69350610784,900$12.3M0.11%
285EQTY RESDNTL EFF 5/15/02EQR194,900$12.3M0.11%
286OTIS WORLDWIDE CORP COM USD0.01 WIOTIS123,680$12.3M0.11%
287FORTINET INC COMFTNT178,100$12.2M0.11%
288ROSS STORES INC COMROST82,600$12.1M0.11%
289ARCH CAPITAL GROUP COM STKG0450A105131,100$12.1M0.10%
290SYSCO CORP COMSYY149,200$12.1M0.10%
291NEWMONT CORPORATIONNEMCL337,700$12.1M0.10%
292HERSHEY COMPANY COM STK USD1HSY61,700$12.0M0.10%
293AIR PROD & CHEM INC COMAIIR49,400$12.0M0.10%
294EDISON INTL COM281020107167,100$11.8M0.10%
295DIGITAL RLTY TR INC COM25386810381,700$11.8M0.10%
296CHENIERE ENERGY INC COM NEWLNG72,700$11.7M0.10%
297IDEXX LABS INC COM45168D10421,600$11.7M0.10%
298DUPONT DE NEMOURS INC COMMON STOCKDD151,200$11.6M0.10%
299PUB STORAGE COMPSA-PS39,900$11.6M0.10%
300KEURIG DR PEPPER INC COMKDP376,500$11.5M0.10%
301CARPENTER TECHNOLOGY CORP COMCRS161,500$11.5M0.10%
302EQUIFAX INC COMEFX43,000$11.5M0.10%
303ALEXANDRIA REAL ESTATE EQUITIES INC COM01527110988,800$11.4M0.10%
304CORNING INC COMGLW342,400$11.3M0.10%
305CONSTELLATION BRANDS INC CL A CL ASTZ41,100$11.2M0.10%
306EXELON CORP COMEXC296,900$11.2M0.10%
307KELLANOVA COM USD0.25BEKE193,000$11.1M0.10%
308KIMCO REALTY CORPORATION49446R109563,600$11.1M0.10%
309VICI PPTYS INC COM925652109369,100$11.0M0.10%
310AMKOR TECHNOLOGY INC COMAMKR338,400$10.9M0.09%
311SNOWFLAKE INC CL A CL ASNOW67,300$10.9M0.09%
312CROWN CASTLE INC COMCCI102,400$10.8M0.09%
313PALANTIR TECHNOLOGIES INC CL A CL APLTR469,600$10.8M0.09%
314MONSTER BEVERAGE CORP NEW COMMNST181,500$10.8M0.09%
315CHURCH & DWIGHT INC COMCHD103,100$10.8M0.09%
316FLOWSERVE CORP COMFLS234,300$10.7M0.09%
317PAYCHEX INC COMPAYX86,495$10.6M0.09%
318AMERICAN WTR WKS CO INC NEW COM03042010386,100$10.5M0.09%
319CENTENE CORP DEL COMCNC133,400$10.5M0.09%
320LULULEMON ATHLETICA INC COMLULU25,900$10.1M0.09%
321KENVUE INC COMKVUE468,800$10.1M0.09%
322ROGERS COMMS INC CLASS'B'COM CAD1.62478RCIAF236,400$9.7M0.08%
323RESTAURANT BRANDS INTERN-W/I COMMON STOCK76131D103118,300$9.4M0.08%
324VERISK ANALYTICS INC COM USD0.001VRSK39,766$9.4M0.08%
325HEICO CORP NEW COMHEI-A47,800$9.1M0.08%
326CARGURUS INC CL A CL ACARG393,700$9.1M0.08%
327HUMANA INC COMHUM26,200$9.1M0.08%
328PG& E CORP COMPCG-PX532,700$8.9M0.08%
329BIOGEN INC COMMON STOCKBIIB40,900$8.8M0.08%
330FORMFACTOR INC COM STKFORM178,100$8.1M0.07%
331ADR PDD HOLDINGS INC SPON ADS EACH REP 4 ORD SHSPDD68,400$8.0M0.07%
332MUELLER WTR PRODS INC COM STK624758108487,500$7.8M0.07%
333RESIDEO TECHNOLOGIES INC COM USD0.001REZI348,000$7.8M0.07%
334CHARTER COMMUNICATIONS INC NEW CL A CL A16119P10825,999$7.6M0.07%
335KORN FERRY COMKFY103,700$6.8M0.06%
336ADR NETEASE INC SPONSORED ADR ADR EACH REPR 25 COM STK USD0.0001NETTF65,897$6.8M0.06%
337ADR JD COM INC SPONSORED ADR REPSTG COM CL AJDCMF245,800$6.7M0.06%
338BRADY CORP CL A CL ABRC112,000$6.6M0.06%
339EDGEWELL PERS CARE CO COM28035Q102156,000$6.0M0.05%
340STELLANTIS N.VSTLA212,100$6.0M0.05%
341CHEWY INC CLASS ACHWY350,000$5.6M0.05%
342MFC ISHARES TR RUSSELL 2000 ETF46428765525,348$5.3M0.05%
343MINERALS TECHNOLOGIES INC COMMTX70,000$5.3M0.05%
344FERRARI N V FERRARI N V COMMON S TOCKRACE12,000$5.2M0.05%
345ADR BAIDU INC SPON ADS EACH REP 8 ORD SHSBAIDF48,797$5.1M0.04%
346SPDR BARCLAYS EMERGING MARKET LOCAL BONDETF78464A391200,000$4.1M0.04%
347MFC ISHARES TR MSCI EMERGING MKTS INDEX FD ETF46428723486,517$3.6M0.03%
348LINDSAY CORPORATION COMLNN25,100$3.0M0.03%
349MATTEL INC COM STOCK 1.00 PARMAT140,000$2.8M0.02%
350BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010BMRN30,000$2.6M0.02%
351RESTAURANT BRANDS INTL INC COM NPV76131D10331,000$2.5M0.02%
352MFC SPDR INDEX SHS FDS S&P CHINA ETF78463X40037,358$2.5M0.02%
353HEICO CORP NEW CL A CL AHEI-A15,150$2.3M0.02%
354ADR ARGENX SE SPONSORED ADSARGX5,000$2.0M0.02%
355ZIFF DAVIS INC COM USD0.001ZD12,000$756,4800.01%