13F HOLDINGS REPORT
Railway Pension Investments Ltd
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001658020-25-000002
Total Value
$7.54B
Positions
208
Other Managers
0
Confidential Omitted
No
Holdings (208)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 422,000 | $177.9M | 2.36% |
| 2 | SERVICENOW INC | NOW | 161,600 | $171.3M | 2.27% |
| 3 | BROADCOM INC | AVGO | 728,190 | $168.8M | 2.24% |
| 4 | WALMART INC | WMT | 1,656,197 | $149.6M | 1.98% |
| 5 | ALPHABET INC | GOOG | 740,420 | $140.2M | 1.86% |
| 6 | ACCENTURE PLC IRELAND | ACN | 392,682 | $138.1M | 1.83% |
| 7 | AMAZON COM INC | AMZN | 603,500 | $132.4M | 1.76% |
| 8 | META PLATFORMS INC | META | 225,920 | $132.3M | 1.75% |
| 9 | APPLE INC | AAPL | 527,152 | $132.0M | 1.75% |
| 10 | ABBVIE INC | ABBV | 717,668 | $127.5M | 1.69% |
| 11 | GILEAD SCIENCES INC | GILD | 1,351,365 | $124.8M | 1.66% |
| 12 | EQUINIX INC | EQIX | 127,369 | $120.1M | 1.59% |
| 13 | S&P GLOBAL INC | SPGI | 238,400 | $118.7M | 1.57% |
| 14 | VISA INC | V | 364,939 | $115.3M | 1.53% |
| 15 | PROCTER AND GAMBLE CO | 742718109 | 656,263 | $110.0M | 1.46% |
| 16 | CHENIERE ENERGY INC | LNG | 511,000 | $109.8M | 1.46% |
| 17 | PALO ALTO NETWORKS INC | PANW | 581,306 | $105.8M | 1.40% |
| 18 | NEXTERA ENERGY INC | NEE-PW | 1,456,332 | $104.4M | 1.38% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 85,321 | $101.2M | 1.34% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 451,800 | $101.1M | 1.34% |
| 21 | JOHNSON & JOHNSON | JNJ | 697,836 | $100.9M | 1.34% |
| 22 | ALTRIA GROUP INC | MO | 1,748,200 | $91.4M | 1.21% |
| 23 | EQT CORP | EQT | 1,963,000 | $90.5M | 1.20% |
| 24 | MERCK & CO INC | MRK | 885,115 | $88.1M | 1.17% |
| 25 | CAMECO CORP | CCJ | 1,706,900 | $87.7M | 1.16% |
| 26 | CENTERPOINT ENERGY INC | CNP | 2,703,745 | $85.8M | 1.14% |
| 27 | TEXAS INSTRS INC | 882508104 | 452,286 | $84.8M | 1.12% |
| 28 | AUTOZONE INC | AZO | 26,027 | $83.3M | 1.11% |
| 29 | CISCO SYS INC | CSCO | 1,392,276 | $82.4M | 1.09% |
| 30 | MCKESSON CORP | MCK | 138,522 | $78.9M | 1.05% |
| 31 | KROGER CO | KR | 1,276,110 | $78.0M | 1.03% |
| 32 | COLGATE PALMOLIVE CO | CL | 852,296 | $77.5M | 1.03% |
| 33 | DANAHER CORPORATION | 235851102 | 330,699 | $75.9M | 1.01% |
| 34 | PHILIP MORRIS INTL INC | 718172109 | 629,540 | $75.8M | 1.00% |
| 35 | IDEXX LABS INC | 45168D104 | 182,330 | $75.4M | 1.00% |
| 36 | GRAINGER W W INC | 384802104 | 71,088 | $74.9M | 0.99% |
| 37 | FASTENAL CO | FAST | 1,005,855 | $72.3M | 0.96% |
| 38 | THERMO FISHER SCIENTIFIC INC | TMO | 138,370 | $72.0M | 0.95% |
| 39 | FREEPORT-MCMORAN INC | FCX | 1,882,400 | $71.7M | 0.95% |
| 40 | TECK RESOURCES LTD | TCKRF | 1,768,600 | $71.7M | 0.95% |
| 41 | CHEVRON CORP NEW | CVX | 487,400 | $70.6M | 0.94% |
| 42 | BOOKING HOLDINGS INC | BKNG | 14,000 | $69.6M | 0.92% |
| 43 | EOG RES INC | EOG | 536,700 | $65.8M | 0.87% |
| 44 | COSTCO WHSL CORP NEW | 22160K105 | 63,742 | $58.4M | 0.77% |
| 45 | DOORDASH INC | DASH | 344,212 | $57.7M | 0.77% |
| 46 | FAIR ISAAC CORP | FICO | 28,100 | $55.9M | 0.74% |
| 47 | HOME DEPOT INC | HD | 143,658 | $55.9M | 0.74% |
| 48 | GARTNER INC | IT | 110,678 | $53.6M | 0.71% |
| 49 | DATADOG INC | DDOG | 371,761 | $53.1M | 0.70% |
| 50 | CENCORA INC | COR | 235,329 | $52.9M | 0.70% |
| 51 | ROBINHOOD MKTS INC | 770700102 | 1,417,536 | $52.8M | 0.70% |
| 52 | CMS ENERGY CORP | CMS-PC | 790,900 | $52.7M | 0.70% |
| 53 | FORTINET INC | FTNT | 540,405 | $51.1M | 0.68% |
| 54 | HP INC | HPQ | 1,517,015 | $49.5M | 0.66% |
| 55 | OTIS WORLDWIDE CORP | OTIS | 526,000 | $48.7M | 0.65% |
| 56 | MOTOROLA SOLUTIONS INC | MSI | 104,700 | $48.4M | 0.64% |
| 57 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 369,900 | $47.6M | 0.63% |
| 58 | BILL HOLDINGS INC | BILL | 549,946 | $46.6M | 0.62% |
| 59 | HCA HEALTHCARE INC | HCA | 148,767 | $44.7M | 0.59% |
| 60 | NASDAQ INC | NDAQ | 567,900 | $43.9M | 0.58% |
| 61 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 540,780 | $41.6M | 0.55% |
| 62 | PEPSICO INC | PEP | 272,984 | $41.5M | 0.55% |
| 63 | LINDE PLC | LIN | 97,900 | $41.0M | 0.54% |
| 64 | CINTAS CORP | CTAS | 221,996 | $40.6M | 0.54% |
| 65 | CROWDSTRIKE HLDGS INC | CRWD | 113,748 | $38.9M | 0.52% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 76,456 | $38.7M | 0.51% |
| 67 | TJX COS INC NEW | 872540109 | 315,500 | $38.1M | 0.51% |
| 68 | VERALTO CORP | VLTO | 373,299 | $38.0M | 0.50% |
| 69 | ROLLINS INC | ROL | 810,817 | $37.6M | 0.50% |
| 70 | NETAPP INC | NTAP | 320,750 | $37.2M | 0.49% |
| 71 | ORACLE CORP | ORCL-PD | 222,000 | $37.0M | 0.49% |
| 72 | CHURCH & DWIGHT CO INC | CHD | 352,499 | $36.9M | 0.49% |
| 73 | NVR INC | NVR | 4,474 | $36.6M | 0.49% |
| 74 | ELEVANCE HEALTH INC | ELV | 95,928 | $35.4M | 0.47% |
| 75 | INTERNATIONAL BUSINESS MACHS | INTR | 157,700 | $34.7M | 0.46% |
| 76 | JPMORGAN CHASE & CO. | VYLD | 143,500 | $34.4M | 0.46% |
| 77 | REPUBLIC SVCS INC | 760759100 | 169,321 | $34.1M | 0.45% |
| 78 | CHECK POINT SOFTWARE TECH LT | M22465104 | 179,129 | $33.4M | 0.44% |
| 79 | PTC INC | PTC | 178,700 | $32.9M | 0.44% |
| 80 | KIMBERLY-CLARK CORP | KMB | 240,440 | $31.5M | 0.42% |
| 81 | NUTANIX INC | NTNX | 511,641 | $31.3M | 0.42% |
| 82 | AMGEN INC | AMGN | 116,000 | $30.2M | 0.40% |
| 83 | BLOCK INC | BSQKZ | 354,123 | $30.1M | 0.40% |
| 84 | LOWES COS INC | 548661107 | 119,983 | $29.6M | 0.39% |
| 85 | BLUE OWL CAPITAL INC | OWL | 1,268,900 | $29.5M | 0.39% |
| 86 | COMCAST CORP NEW | CCZ | 783,400 | $29.4M | 0.39% |
| 87 | LULULEMON ATHLETICA INC | LULU | 75,000 | $28.7M | 0.38% |
| 88 | AUTOMATIC DATA PROCESSING IN | ADP | 93,400 | $27.3M | 0.36% |
| 89 | NVENT ELECTRIC PLC | NVT | 395,381 | $26.9M | 0.36% |
| 90 | SOLVENTUM CORP | SOLV | 399,861 | $26.4M | 0.35% |
| 91 | EATON CORP PLC | ETN | 78,500 | $26.1M | 0.35% |
| 92 | VERIZON COMMUNICATIONS INC | VZ | 644,500 | $25.8M | 0.34% |
| 93 | SNAP ON INC | SNA | 75,800 | $25.7M | 0.34% |
| 94 | WASTE MGMT INC DEL | 94106L109 | 125,276 | $25.3M | 0.34% |
| 95 | CATERPILLAR INC | CAT | 69,600 | $25.2M | 0.33% |
| 96 | ABBOTT LABS | ABLZF | 218,600 | $24.7M | 0.33% |
| 97 | ARGENX SE | ARGX | 39,500 | $24.3M | 0.32% |
| 98 | UNITED THERAPEUTICS CORP DEL | UTHR | 67,900 | $24.0M | 0.32% |
| 99 | GLOBANT S A | GLOB | 104,900 | $22.5M | 0.30% |
| 100 | BOSTON SCIENTIFIC CORP | BSX | 242,000 | $21.6M | 0.29% |
| 101 | TWILIO INC | TWLO | 199,727 | $21.6M | 0.29% |
| 102 | CARDINAL HEALTH INC | CAH | 182,200 | $21.5M | 0.29% |
| 103 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 378,900 | $21.4M | 0.28% |
| 104 | ILLINOIS TOOL WKS INC | 452308109 | 84,163 | $21.3M | 0.28% |
| 105 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 989,500 | $21.1M | 0.28% |
| 106 | COGNEX CORP | CGNX | 581,600 | $20.9M | 0.28% |
| 107 | MASTERCARD INCORPORATED | MA | 39,100 | $20.6M | 0.27% |
| 108 | LAUDER ESTEE COS INC | 518439104 | 271,500 | $20.4M | 0.27% |
| 109 | GUARDANT HEALTH INC | GH | 620,878 | $19.0M | 0.25% |
| 110 | CADENCE DESIGN SYSTEM INC | CDNS | 60,800 | $18.3M | 0.24% |
| 111 | MARSH & MCLENNAN COS INC | 571748102 | 83,700 | $17.8M | 0.24% |
| 112 | OKTA INC | OKTA | 225,296 | $17.8M | 0.24% |
| 113 | TENABLE HLDGS INC | 88025T102 | 449,732 | $17.7M | 0.23% |
| 114 | BALL CORP | BALL | 320,700 | $17.7M | 0.23% |
| 115 | BIO-TECHNE CORP | TECH | 226,700 | $16.3M | 0.22% |
| 116 | GENERAL MLS INC | 370334104 | 254,290 | $16.2M | 0.22% |
| 117 | UNIVERSAL HLTH SVCS INC | 913903100 | 89,500 | $16.1M | 0.21% |
| 118 | AIRBNB INC | ABNB | 122,077 | $16.0M | 0.21% |
| 119 | DOMINOS PIZZA INC | DPZ | 38,200 | $16.0M | 0.21% |
| 120 | PROGRESSIVE CORP | 743315103 | 66,500 | $15.9M | 0.21% |
| 121 | PAYCHEX INC | PAYX | 112,237 | $15.7M | 0.21% |
| 122 | PULTE GROUP INC | 745867101 | 143,739 | $15.7M | 0.21% |
| 123 | GEN DIGITAL INC | GENVR | 570,200 | $15.6M | 0.21% |
| 124 | TRANE TECHNOLOGIES PLC | TT | 41,800 | $15.4M | 0.20% |
| 125 | MOLSON COORS BEVERAGE CO | TAP-A | 260,300 | $14.9M | 0.20% |
| 126 | STRYKER CORPORATION | SYK | 40,500 | $14.6M | 0.19% |
| 127 | ROPER TECHNOLOGIES INC | ROP | 28,000 | $14.6M | 0.19% |
| 128 | INTUIT | INTU | 22,700 | $14.3M | 0.19% |
| 129 | MOLINA HEALTHCARE INC | MOH | 47,800 | $13.9M | 0.18% |
| 130 | ELECTRONIC ARTS INC | EA | 93,001 | $13.6M | 0.18% |
| 131 | PARKER-HANNIFIN CORP | PH | 21,300 | $13.5M | 0.18% |
| 132 | KLA CORP | KLAC | 21,263 | $13.4M | 0.18% |
| 133 | DAVITA INC | DVA | 88,856 | $13.3M | 0.18% |
| 134 | ETSY INC | ETSY | 251,170 | $13.3M | 0.18% |
| 135 | CHUBB LIMITED | CB | 47,200 | $13.0M | 0.17% |
| 136 | PACKAGING CORP AMER | 695156109 | 57,000 | $12.8M | 0.17% |
| 137 | LENNAR CORP | LEN-B | 93,900 | $12.8M | 0.17% |
| 138 | CBRE GROUP INC | CBRE | 97,200 | $12.8M | 0.17% |
| 139 | APPLIED MATLS INC | 038222105 | 77,168 | $12.5M | 0.17% |
| 140 | BUILDERS FIRSTSOURCE INC | BLDR | 84,300 | $12.0M | 0.16% |
| 141 | RELIANCE INC | RS | 42,300 | $11.4M | 0.15% |
| 142 | TRANSDIGM GROUP INC | TDG | 8,900 | $11.3M | 0.15% |
| 143 | WASTE CONNECTIONS INC | WCN | 64,900 | $11.1M | 0.15% |
| 144 | HOLOGIC INC | HOLX | 151,300 | $10.9M | 0.14% |
| 145 | AFLAC INC | AFL | 94,600 | $9.8M | 0.13% |
| 146 | COCA COLA CO | KO | 149,700 | $9.3M | 0.12% |
| 147 | AMPHENOL CORP NEW | 032095101 | 133,700 | $9.3M | 0.12% |
| 148 | BLACKROCK INC | BLK | 9,000 | $9.2M | 0.12% |
| 149 | RPM INTL INC | 749685103 | 74,800 | $9.2M | 0.12% |
| 150 | MASCO CORP | MAS | 123,650 | $9.0M | 0.12% |
| 151 | LAM RESEARCH CORP | LRCX | 122,300 | $8.8M | 0.12% |
| 152 | VERTEX PHARMACEUTICALS INC | VRTX | 21,600 | $8.7M | 0.12% |
| 153 | DECKERS OUTDOOR CORP | DECK | 41,400 | $8.4M | 0.11% |
| 154 | EXPEDITORS INTL WASH INC | 302130109 | 75,800 | $8.4M | 0.11% |
| 155 | ADOBE INC | ADBE | 18,800 | $8.4M | 0.11% |
| 156 | VERISK ANALYTICS INC | VRSK | 29,900 | $8.2M | 0.11% |
| 157 | QUANTA SVCS INC | 74762E102 | 25,800 | $8.2M | 0.11% |
| 158 | HERSHEY CO | HSY | 43,541 | $7.4M | 0.10% |
| 159 | WILLIAMS SONOMA INC | WSM | 39,600 | $7.3M | 0.10% |
| 160 | AMERIPRISE FINL INC | 03076C106 | 12,800 | $6.8M | 0.09% |
| 161 | YUM BRANDS INC | YUM | 48,500 | $6.5M | 0.09% |
| 162 | IDEX CORP | 45167R104 | 30,761 | $6.4M | 0.09% |
| 163 | ALBERTSONS COS INC | 013091103 | 323,800 | $6.4M | 0.08% |
| 164 | EMCOR GROUP INC | EME | 13,900 | $6.3M | 0.08% |
| 165 | KRAFT HEINZ CO | KHC | 190,200 | $5.8M | 0.08% |
| 166 | BANK NEW YORK MELLON CORP | 064058100 | 74,100 | $5.7M | 0.08% |
| 167 | ARCH CAP GROUP LTD | G0450A105 | 58,900 | $5.4M | 0.07% |
| 168 | QUEST DIAGNOSTICS INC | DGX | 33,861 | $5.1M | 0.07% |
| 169 | AMETEK INC | AME | 28,072 | $5.1M | 0.07% |
| 170 | MANHATTAN ASSOCIATES INC | MANH | 18,700 | $5.1M | 0.07% |
| 171 | GODADDY INC | GDDY | 25,400 | $5.0M | 0.07% |
| 172 | HENRY JACK & ASSOC INC | 426281101 | 27,807 | $4.9M | 0.06% |
| 173 | VERISIGN INC | VRSN | 23,500 | $4.9M | 0.06% |
| 174 | QUALCOMM INC | QCOM | 31,200 | $4.8M | 0.06% |
| 175 | SOUTHERN CO | SOMN | 57,700 | $4.7M | 0.06% |
| 176 | HONEYWELL INTL INC | 438516106 | 21,000 | $4.7M | 0.06% |
| 177 | ROSS STORES INC | ROST | 28,900 | $4.4M | 0.06% |
| 178 | MICROCHIP TECHNOLOGY INC. | MCHPP | 68,600 | $3.9M | 0.05% |
| 179 | NXP SEMICONDUCTORS N V | NXPI | 18,500 | $3.8M | 0.05% |
| 180 | LENNOX INTL INC | 526107107 | 6,200 | $3.8M | 0.05% |
| 181 | F5 INC | FFIV | 14,500 | $3.6M | 0.05% |
| 182 | HUBBELL INC | HUBB | 8,600 | $3.6M | 0.05% |
| 183 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 32,900 | $3.6M | 0.05% |
| 184 | AUTODESK INC | ADSK | 11,900 | $3.5M | 0.05% |
| 185 | SEI INVTS CO | 784117103 | 39,900 | $3.3M | 0.04% |
| 186 | CUMMINS INC | CMI | 8,900 | $3.1M | 0.04% |
| 187 | INGERSOLL RAND INC | IR | 33,500 | $3.0M | 0.04% |
| 188 | GARMIN LTD | GRMN | 9,800 | $2.0M | 0.03% |
| 189 | MEDTRONIC PLC | MDT | 23,400 | $1.9M | 0.02% |
| 190 | KEURIG DR PEPPER INC | KDP | 57,700 | $1.9M | 0.02% |
| 191 | TRAVELERS COMPANIES INC | TRV | 7,000 | $1.7M | 0.02% |
| 192 | OWENS CORNING NEW | OC | 9,800 | $1.7M | 0.02% |
| 193 | IRON MTN INC DEL | 46284V101 | 15,800 | $1.7M | 0.02% |
| 194 | LOEWS CORP | L | 19,500 | $1.7M | 0.02% |
| 195 | KEYSIGHT TECHNOLOGIES INC | KEYS | 9,600 | $1.5M | 0.02% |
| 196 | PDD HOLDINGS INC | PDD | 15,400 | $1.5M | 0.02% |
| 197 | AT&T INC | T-PC | 60,400 | $1.4M | 0.02% |
| 198 | BERKLEY W R CORP | WRB-PH | 22,950 | $1.3M | 0.02% |
| 199 | METTLER TOLEDO INTERNATIONAL | MTD | 900 | $1.1M | 0.01% |
| 200 | GENUINE PARTS CO | GPC | 8,900 | $1.0M | 0.01% |
| 201 | FIRSTENERGY CORP | FE | 25,500 | $1.0M | 0.01% |
| 202 | HILTON WORLDWIDE HLDGS INC | HLT | 4,100 | $1.0M | 0.01% |
| 203 | FORTIVE CORP | FTV | 12,200 | $915,000 | 0.01% |
| 204 | FERGUSON ENTERPRISES INC | FERG | 5,100 | $885,207 | 0.01% |
| 205 | KENVUE INC | KVUE | 40,100 | $856,135 | 0.01% |
| 206 | CONAGRA BRANDS INC | CAG | 21,700 | $602,175 | 0.01% |
| 207 | SMITH A O CORP | AOS | 8,200 | $559,322 | 0.01% |
| 208 | 111 INC | YI | 257,229 | $160,254 | 0.00% |