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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

La Banque Postale Asset Management SA

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001725547-23-000139

Total Value
$3.50B
Positions
450
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (450)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT907,258$217.6M6.22%
2APPLE INCAAPL805,013$104.6M2.99%
3JOHNSON & JOHNSONJNJ415,144$73.3M2.10%
4PROCTER AND GAMBLE CO742718109406,411$61.6M1.76%
5VISA INCV290,117$60.3M1.72%
6MASTERCARD INCORPORATEDMA163,738$56.9M1.63%
7PEPSICO INCPEP304,487$55.0M1.57%
8COCA COLA COKO784,936$49.9M1.43%
9THERMO FISHER SCIENTIFIC INCTMO90,416$49.8M1.42%
10MCDONALDS CORPMCD171,198$45.1M1.29%
11BANK AMERICA CORP0605051041,355,871$44.9M1.28%
12NVIDIA CORPORATIONNVDA304,079$44.4M1.27%
13HOME DEPOT INCHD140,049$44.2M1.27%
14ABBOTT LABSABLZF401,029$44.0M1.26%
15NEXTERA ENERGY INCNEE-PW522,366$43.7M1.25%
16DANAHER CORPORATION235851102156,280$41.5M1.19%
17CISCO SYS INCCSCO797,302$38.0M1.09%
18AMAZON COM INCAMZN450,437$37.8M1.08%
19S&P GLOBAL INCSPGI112,227$37.6M1.07%
20INTUITINTU95,444$37.1M1.06%
21ALPHABET INCGOOG389,408$34.6M0.99%
22ANALOG DEVICES INCADI186,997$30.7M0.88%
23TJX COS INC NEW872540109385,200$30.7M0.88%
24ADOBE SYSTEMS INCORPORATEDADBE90,260$30.4M0.87%
25KEYSIGHT TECHNOLOGIES INCKEYS175,378$30.0M0.86%
26SALESFORCE INCCRM222,179$29.5M0.84%
27AGILENT TECHNOLOGIES INCA194,919$29.2M0.83%
28MERCK & CO INCMRK256,899$28.5M0.82%
29MOTOROLA SOLUTIONS INCMSI108,000$27.8M0.80%
30DEERE & CODE63,853$27.4M0.78%
31EVERSOURCE ENERGYES322,420$27.0M0.77%
32BLACKROCK INCBLK38,066$27.0M0.77%
33BOSTON SCIENTIFIC CORPBSX581,182$26.9M0.77%
34DUPONT DE NEMOURS INCDD388,437$26.7M0.76%
35ZOETIS INCZTS181,169$26.6M0.76%
36BIOMARIN PHARMACEUTICAL INCBMRN254,173$26.3M0.75%
37CANADIAN PAC RY LTD13645T100352,631$26.3M0.75%
38SERVICENOW INCNOW67,263$26.1M0.75%
39DISNEY WALT CO254687106299,650$26.0M0.74%
40INTERCONTINENTAL EXCHANGE IN45866F104251,641$25.8M0.74%
41UNITEDHEALTH GROUP INCUNH48,669$25.8M0.74%
42CANADIAN NATL RY CO136375102208,926$24.8M0.71%
43APPLIED MATLS INC038222105250,897$24.4M0.70%
44AMERICAN WTR WKS CO INC NEW030420103160,057$24.4M0.70%
45JPMORGAN CHASE & COVYLD180,204$24.2M0.69%
46STATE STR CORPSTT-PG310,059$24.1M0.69%
47WASTE MGMT INC DEL94106L109149,279$23.4M0.67%
48GENERAL MTRS CO37045V100681,461$22.9M0.66%
49INGERSOLL RAND INCIR411,262$21.5M0.61%
50LAUDER ESTEE COS INC51843910485,549$21.2M0.61%
51JACOBS SOLUTIONS INCJ175,746$21.1M0.60%
52PARKER-HANNIFIN CORPPH72,466$21.1M0.60%
53MICRON TECHNOLOGY INCMU418,015$20.9M0.60%
54ECOLAB INCECL134,778$19.6M0.56%
55KEURIG DR PEPPER INCKDP541,210$19.3M0.55%
56VERISK ANALYTICS INCVRSK106,268$18.7M0.54%
57TESLA INCTSLA148,476$18.3M0.52%
58INTERNATIONAL FLAVORS&FRAGRA459506101158,199$16.6M0.47%
59ALPHABET INCGOOG185,733$16.4M0.47%
60PFIZER INCPFE314,770$16.1M0.46%
61LILLY ELI & COLLY42,389$15.5M0.44%
62ABBVIE INCABBV93,936$15.2M0.43%
63BIO RAD LABS INC09057220736,010$15.1M0.43%
64AT&T INCT-PC804,156$14.8M0.42%
65BAXTER INTL INC071813109289,100$14.7M0.42%
66INGEVITY CORPNGVT206,794$14.6M0.42%
67META PLATFORMS INCMETA117,039$14.1M0.40%
68INTUITIVE SURGICAL INCISRG52,379$13.9M0.40%
69COSTCO WHSL CORP NEW22160K10530,178$13.8M0.39%
70EQUINIX INCEQIX20,739$13.6M0.39%
71WEYERHAEUSER CO MTN BEWY431,947$13.4M0.38%
72CITIZENS FINL GROUP INCCIA335,437$13.2M0.38%
73SOUTHWEST AIRLS CO844741BG210,400,000$12.6M0.36%
74CADENCE DESIGN SYSTEM INCCDNS76,005$12.2M0.35%
75SVB FINANCIAL GROUP78486Q10152,830$12.2M0.35%
76PINDUODUO INCPDD139,361$11.4M0.33%
77SCHLUMBERGER LTDSLB205,266$11.0M0.31%
78CATALENT INC148806102230,847$10.4M0.30%
79RAYTHEON TECHNOLOGIES CORPRTX102,486$10.3M0.30%
80AUTODESK INCADSK52,542$9.8M0.28%
81VERIZON COMMUNICATIONS INCVZ240,946$9.5M0.27%
82HALLIBURTON COHAL241,057$9.5M0.27%
83BOOKING HOLDINGS INCBKNG7,000,000$9.4M0.27%
84TEXAS INSTRS INC88250810456,816$9.4M0.27%
85HEALTHPEAK PROPERTIES INCDOC361,674$9.1M0.26%
86MORGAN STANLEYMS-PQ104,670$8.9M0.25%
87COMCAST CORP NEWCCZ248,778$8.7M0.25%
88AMGEN INCAMGN33,088$8.7M0.25%
89GRAINGER W W INC38480210415,433$8.6M0.25%
90XYLEM INCXYL76,893$8.5M0.24%
91UNITED PARCEL SERVICE INCUPS48,348$8.4M0.24%
92BROADCOM INCAVGO14,707$8.2M0.24%
93BAKER HUGHES COMPANYBKR273,574$8.1M0.23%
94ADVANCED MICRO DEVICES INCAMD123,817$8.0M0.23%
95INTEL CORPINTC303,046$8.0M0.23%
96WELLS FARGO CO NEW949746101185,157$7.6M0.22%
97LOWES COS INC54866110738,281$7.6M0.22%
98INTERPUBLIC GROUP COS INCINTR226,016$7.5M0.22%
99ELEVANCE HEALTH INCELV14,604$7.5M0.21%
100ORACLE CORPORCL-PD91,621$7.5M0.21%
101BRISTOL-MYERS SQUIBB COCELG-RI103,375$7.4M0.21%
102DEXCOM INCDXCM65,579$7.4M0.21%
103WILLIAMS COS INC969457100224,338$7.4M0.21%
104COLGATE PALMOLIVE COCL93,305$7.4M0.21%
105UNION PAC CORPUNP34,990$7.2M0.21%
106HEWLETT PACKARD ENTERPRISE CHPE-PC453,176$7.2M0.21%
107NIKE INCNKE61,724$7.2M0.21%
108HARTFORD FINL SVCS GROUP INCHIG-PG93,878$7.1M0.20%
109FIDELITY NATL INFORMATION SV31620M106104,463$7.1M0.20%
110INTERNATIONAL BUSINESS MACHSINTR49,978$7.0M0.20%
111ILLUMINA INCILMN7,100,000$6.9M0.20%
112CIGNA CORP NEW12552310020,692$6.9M0.20%
113ENPHASE ENERGY INCENPH25,725$6.8M0.19%
114MOODYS CORPMCO24,400$6.8M0.19%
115CVS HEALTH CORPCVS72,883$6.8M0.19%
116LAM RESEARCH CORPLRCX15,954$6.7M0.19%
117HOWMET AEROSPACE INCHWM169,262$6.7M0.19%
118FMC CORPFMC51,191$6.4M0.18%
119MONDELEZ INTL INC60920710595,326$6.4M0.18%
120GOLDMAN SACHS GROUP INCGSCE18,270$6.3M0.18%
121CATERPILLAR INCCAT25,961$6.2M0.18%
122CARRIER GLOBAL CORPORATIONCARR149,970$6.2M0.18%
123YUM CHINA HLDGS INCYUMC112,763$6.2M0.18%
124WALGREENS BOOTS ALLIANCE INC931427108161,228$6.0M0.17%
125QUALCOMM INCQCOM54,626$6.0M0.17%
126EDISON INTL28102010794,221$6.0M0.17%
127PALO ALTO NETWORKS INCPANW42,836$6.0M0.17%
128SYNCHRONY FINANCIALSYF-PB179,787$5.9M0.17%
129REGIONS FINANCIAL CORP NEWRF-PF272,512$5.9M0.17%
130NEWMONT CORPNEMCL124,117$5.9M0.17%
131ENTERGY CORP NEWENO51,881$5.8M0.17%
132ALEXANDRIA REAL ESTATE EQ IN01527110940,052$5.8M0.17%
133CBRE GROUP INCCBRE75,345$5.8M0.17%
134AMERICAN EXPRESS COAXP39,058$5.8M0.17%
135WORKDAY INCWDAY34,463$5.8M0.16%
136CAMPBELL SOUP COCPB100,357$5.7M0.16%
137KROGER COKR125,348$5.6M0.16%
138AUTOMATIC DATA PROCESSING INADP23,369$5.6M0.16%
139STARBUCKS CORPSBUX55,574$5.5M0.16%
140FORD MTR CO DEL345370CZ15,800,000$5.5M0.16%
141KELLOGG COBEKE76,928$5.5M0.16%
142INVESCO LTDIVZ297,796$5.4M0.15%
143OMNICOM GROUP INCOMC65,663$5.4M0.15%
144TENABLE HLDGS INC88025T102139,462$5.3M0.15%
145NISOURCE INCNI193,334$5.3M0.15%
146SCHWAB CHARLES CORPSCHW-PJ63,446$5.3M0.15%
147EMERSON ELEC COEMR54,673$5.3M0.15%
148SEMPRASREA32,951$5.1M0.15%
149DEXCOM INCDXCM4,600,000$5.0M0.14%
150ICICI BANK LIMITEDIBN229,000$5.0M0.14%
151AMERISOURCEBERGEN CORPCOR30,221$5.0M0.14%
152NETFLIX INCNFLX16,633$4.9M0.14%
1533M COMMM40,167$4.8M0.14%
154MSCI INCMSCI10,298$4.8M0.14%
155BOSTON PROPERTIES INCBXP70,391$4.8M0.14%
156MOLSON COORS BEVERAGE COTAP-A92,098$4.7M0.14%
157ROBERT HALF INTL INCRHI63,355$4.7M0.13%
158METTLER TOLEDO INTERNATIONALMTD3,228$4.7M0.13%
159T-MOBILE US INCTMUSZ32,980$4.6M0.13%
160TRIP COM GROUP LTDTRPCF133,712$4.6M0.13%
161NETAPP INCNTAP76,179$4.6M0.13%
162TARGET CORPTGT30,338$4.5M0.13%
163MCKESSON CORPMCK11,966$4.5M0.13%
164ON SEMICONDUCTOR CORPON71,791$4.5M0.13%
165GARTNER INCIT13,219$4.4M0.13%
166PAYPAL HLDGS INCPYPL62,157$4.4M0.13%
167EXPEDITORS INTL WASH INC30213010942,438$4.4M0.13%
168IRON MTN INC DEL46284V10187,489$4.4M0.12%
169TORONTO DOMINION BK ONTTORO67,219$4.3M0.12%
170VENTAS INCVTR96,299$4.3M0.12%
171CITIGROUP INCC-PR95,147$4.3M0.12%
172ENBRIDGE INCENNPF108,782$4.2M0.12%
173GENERAL ELECTRIC CO36960430149,960$4.2M0.12%
174ON SEMICONDUCTOR CORPON3,150,000$4.2M0.12%
175CLEAN HARBORS INCCLH36,532$4.2M0.12%
176AMERIPRISE FINL INC03076C10613,331$4.2M0.12%
177HDFC BANK LTDHDB60,400$4.1M0.12%
178CROWN HLDGS INCCCK50,205$4.1M0.12%
179REPUBLIC SVCS INC76075910031,829$4.1M0.12%
180HOST HOTELS & RESORTS INCHST255,311$4.1M0.12%
181VERTEX PHARMACEUTICALS INCVRTX14,070$4.1M0.12%
182ANSYS INC03662Q10516,772$4.1M0.12%
183CELANESE CORP DELCE39,533$4.0M0.12%
184BEST BUY INCBBY50,351$4.0M0.12%
185AKAMAI TECHNOLOGIES INCAKAM47,117$4.0M0.11%
186FORD MTR CO DEL345370860339,225$3.9M0.11%
187HUNT J B TRANS SVCS INC44565810722,603$3.9M0.11%
188BALL CORPBALL76,034$3.9M0.11%
189CF INDS HLDGS INC12526910044,863$3.8M0.11%
190EXPEDIA GROUP INCEXPE4,360,000$3.8M0.11%
191CARDINAL HEALTH INCCAH49,065$3.8M0.11%
192QUEST DIAGNOSTICS INCDGX23,960$3.7M0.11%
193PROGRESSIVE CORP74331510328,408$3.7M0.11%
194INTERNATIONAL PAPER CO460146103105,680$3.7M0.10%
195EDWARDS LIFESCIENCES CORPEW48,810$3.6M0.10%
196PROLOGIS INC.PLDGP32,292$3.6M0.10%
197ROYAL BK CDA SUSTAINABL78008710238,644$3.6M0.10%
198HASBRO INCHAS59,350$3.6M0.10%
199NEWS CORP NEWNWSLL197,362$3.6M0.10%
200TEXAS PACIFIC LAND CORPORATITPL1,528$3.6M0.10%
201UNITED RENTALS INCURI10,035$3.6M0.10%
202BECTON DICKINSON & COBDX13,892$3.5M0.10%
203MOSAIC CO NEWMOS80,518$3.5M0.10%
204HP INCHPQ131,309$3.5M0.10%
205HUMANA INCHUM6,776$3.5M0.10%
206INFOSYS LTDINFY192,278$3.5M0.10%
207GILEAD SCIENCES INCGILD40,281$3.5M0.10%
208PNC FINL SVCS GROUP INC69347510521,861$3.5M0.10%
209EXXON MOBIL CORPXOM31,173$3.4M0.10%
210METLIFE INCMET-PF47,242$3.4M0.10%
211TECK RESOURCES LTDTCKRF90,469$3.4M0.10%
212TRACTOR SUPPLY COTSCO15,083$3.4M0.10%
213BOOKING HOLDINGS INCBKNG1,672$3.4M0.10%
214BCE INCBCPPF76,736$3.4M0.10%
215WEST PHARMACEUTICAL SVSC INC95530610514,176$3.3M0.10%
216SUN LIFE FINANCIAL INC.SUNFF71,447$3.3M0.09%
217CMS ENERGY CORPCMS-PC50,693$3.2M0.09%
218ENPHASE ENERGY INCENPH2,820,000$3.2M0.09%
219VIATRIS INCVTRS284,132$3.2M0.09%
220GEN DIGITAL INCGENVR147,212$3.2M0.09%
221OWENS CORNING NEWOC36,841$3.1M0.09%
222GENERAL MLS INC37033410436,830$3.1M0.09%
223FISERV INCFISV29,586$3.0M0.09%
224FIFTH THIRD BANCORPFITBM90,927$3.0M0.09%
225PG&E CORPPCG-PX181,652$3.0M0.08%
226NUTRIEN LTDNTR39,745$2.9M0.08%
227NORFOLK SOUTHN CORP65584410811,637$2.9M0.08%
228AKAMAI TECHNOLOGIES INCAKAM2,700,000$2.9M0.08%
229CSX CORPCSX91,379$2.8M0.08%
230EXELON CORPEXC65,417$2.8M0.08%
231SHERWIN WILLIAMS COSHW11,815$2.8M0.08%
232TRUIST FINL CORP89832Q10964,720$2.8M0.08%
233LPL FINL HLDGS INC50212V10012,698$2.7M0.08%
234AKAMAI TECHNOLOGIES INCAKAM2,800,000$2.7M0.08%
235C H ROBINSON WORLDWIDE INCCHRW29,227$2.7M0.08%
236SYSCO CORPSYY34,955$2.7M0.08%
237ALBEMARLE CORPALB-PA12,288$2.7M0.08%
238EVOQUA WATER TECHNOLOGIES CO30057T10567,214$2.7M0.08%
239ROCKWELL AUTOMATION INCROK10,297$2.7M0.08%
240BANK MONTREAL QUE06367110129,175$2.6M0.08%
241ESSENTIAL UTILS INC29670G10255,271$2.6M0.08%
242PINNACLE WEST CAP CORPPNW34,153$2.6M0.07%
243HUNTINGTON INGALLS INDS INC44641310611,199$2.6M0.07%
244STEEL DYNAMICS INCSTLD26,246$2.6M0.07%
245NUCOR CORPNUE19,263$2.5M0.07%
246PUBLIC SVC ENTERPRISE GRP IN74457310641,401$2.5M0.07%
247HONEYWELL INTL INC43851610611,761$2.5M0.07%
248PRINCIPAL FINANCIAL GROUP INPFG29,988$2.5M0.07%
249ARISTA NETWORKS INCANET20,471$2.5M0.07%
250DISCOVER FINL SVCS25470910825,314$2.5M0.07%
251CONSOLIDATED EDISON INCED25,929$2.5M0.07%
252HILTON WORLDWIDE HLDGS INCHLT19,480$2.5M0.07%
253LUMEN TECHNOLOGIES INCLUMN459,864$2.4M0.07%
254BORGWARNER INCBWA58,466$2.4M0.07%
255DARLING INGREDIENTS INCDAR37,573$2.4M0.07%
256NASDAQ INCNDAQ38,218$2.3M0.07%
257CONAGRA BRANDS INCCAG58,432$2.3M0.06%
258KIMBERLY-CLARK CORPKMB16,526$2.2M0.06%
259AIRBNB INCABNB2,700,000$2.2M0.06%
260IQVIA HLDGS INCIQV10,906$2.2M0.06%
261AMERICAN TOWER CORP NEW03027X10010,541$2.2M0.06%
262ACTIVISION BLIZZARD INC00507V10929,171$2.2M0.06%
263TRAVELERS COMPANIES INCTRV11,689$2.2M0.06%
264TERADYNE INCTER23,706$2.1M0.06%
265BANK NEW YORK MELLON CORP06405810045,321$2.1M0.06%
266FEDEX CORPFDX11,884$2.1M0.06%
267CDW CORPCDW11,467$2.0M0.06%
268ALCOA CORPAA44,544$2.0M0.06%
269MARRIOTT INTL INC NEW57190320213,228$2.0M0.06%
270PAYCHEX INCPAYX17,021$2.0M0.06%
271BIOGEN INCBIIB7,023$1.9M0.06%
272FRANKLIN RESOURCES INCBEN73,380$1.9M0.06%
273GALLAGHER ARTHUR J & CO36357610910,255$1.9M0.06%
274LEIDOS HOLDINGS INCLDOS17,965$1.9M0.05%
275BLOCK INCBSQKZ1,800,000$1.9M0.05%
276XCEL ENERGY INCXELLL26,773$1.9M0.05%
277BIOMARIN PHARMACEUTICAL INCBMRN1,750,000$1.9M0.05%
278MCCORMICK & CO INCMKC-V22,264$1.8M0.05%
279BEIGENE LTDBEIGF8,358$1.8M0.05%
280BANCO BRADESCO S A059460303634,340$1.8M0.05%
281ALLSTATE CORPALL-PJ13,444$1.8M0.05%
282VALERO ENERGY CORPVLO14,289$1.8M0.05%
283PRUDENTIAL FINL INCPUKPF18,112$1.8M0.05%
284ENTEGRIS INCENTG27,458$1.8M0.05%
285DOW INCDOW35,194$1.8M0.05%
286CLOROX CO DELCLX12,586$1.8M0.05%
287CAPITAL ONE FINL CORP14040H10518,796$1.7M0.05%
288KEYCORP49326710899,115$1.7M0.05%
289ZURN ELKAY WATER SOLNS CORP98983L10881,122$1.7M0.05%
290SOLAREDGE TECHNOLOGIES INCSEDG6,033$1.7M0.05%
291US BANCORP DELUSB-PS39,077$1.7M0.05%
292CAE INCCAE86,589$1.7M0.05%
293HERSHEY COHSY7,129$1.7M0.05%
294CYBERARK SOFTWARE LTD23248VAB11,550,000$1.6M0.05%
295EXPEDIA GROUP INCEXPE18,780$1.6M0.05%
296REGENCY CTRS CORP75884910326,320$1.6M0.05%
297CUMMINS INCCMI6,782$1.6M0.05%
298VIPSHOP HOLDINGS LIMITEDVIPS120,360$1.6M0.05%
299EVERGY INCEVRG25,926$1.6M0.05%
300NIO INCNIOIF166,482$1.6M0.05%
301DXC TECHNOLOGY CODXC61,215$1.6M0.05%
302KRAFT HEINZ COKHC38,810$1.6M0.05%
303LIBERTY MEDIA CORP DELFWONB26,267$1.6M0.04%
304BANCO SANTANDER CHILE NEWBSAC98,541$1.6M0.04%
305LINCOLN NATL CORP IND53418710950,166$1.5M0.04%
306CHURCH & DWIGHT CO INCCHD18,905$1.5M0.04%
307ETSY INCETSY1,450,000$1.5M0.04%
308PPG INDS INC69350610711,580$1.5M0.04%
309DOLLAR TREE INCDLTR10,264$1.5M0.04%
310MODERNA INCMRNA8,051$1.4M0.04%
311PAN AMERN SILVER CORP69790010888,421$1.4M0.04%
312ILLUMINA INCILMN7,125$1.4M0.04%
313LULULEMON ATHLETICA INCLULU4,473$1.4M0.04%
314SHOALS TECHNOLOGIES GROUP INSHLS57,810$1.4M0.04%
315REGENERON PHARMACEUTICALSREGN1,951$1.4M0.04%
316COMERICA INC20034010721,006$1.4M0.04%
317CHIPOTLE MEXICAN GRILL INCCMG1,003$1.4M0.04%
318COPART INCCPRT22,236$1.4M0.04%
319BANK NOVA SCOTIA HALIFAX06414910727,508$1.3M0.04%
320AFLAC INCAFL18,209$1.3M0.04%
321FASTENAL COFAST27,302$1.3M0.04%
322SPLUNK INC848637AC81,300,000$1.3M0.04%
323PALO ALTO NETWORKS INCPANW850,000$1.3M0.04%
324CHEVRON CORP NEWCVX6,770$1.2M0.03%
325DROPBOX INCDBX1,350,000$1.2M0.03%
326MIDDLEBY CORPMIDD1,000,000$1.2M0.03%
327EBAY INC.EBAY28,232$1.2M0.03%
328MONSTER BEVERAGE CORP NEWMNST11,455$1.2M0.03%
329AVERY DENNISON CORPAVY6,337$1.1M0.03%
330SUNRUN INCRUN47,631$1.1M0.03%
331INSULET CORPPODD800,000$1.1M0.03%
332CRITEO S ACRTO43,351$1.1M0.03%
333SYNOPSYS INCSNPS3,506$1.1M0.03%
334GRAPHIC PACKAGING HLDG COGPK49,554$1.1M0.03%
335SUNNOVA ENERGY INTL INC.86745K10460,898$1.1M0.03%
336WESTERN DIGITAL CORP.WDC34,721$1.1M0.03%
337LENNOX INTL INC5261071074,558$1.1M0.03%
338PURE STORAGE INC74624MAB81,000,000$1.1M0.03%
339LUMENTUM HLDGS INCLITE1,250,000$1.1M0.03%
340FIRST REP BK SAN FRANCISCO C33616C1008,835$1.1M0.03%
341SEA LTDSE20,500$1.1M0.03%
342OKTA INCOKTA1,250,000$1.1M0.03%
343CONSTELLATION BRANDS INCSTZ4,553$1.1M0.03%
344CENTENE CORP DELCNC12,857$1.1M0.03%
345ADVANCED DRAIN SYS INC DEL00790R10412,725$1.0M0.03%
346IDEXX LABS INC45168D1042,552$1.0M0.03%
347RAYMOND JAMES FINL INC7547301099,348$998,8340.03%
348FORTINET INCFTNT20,354$995,1070.03%
349SHIFT4 PMTS INC82452JAB51,000,000$994,7300.03%
350HCA HEALTHCARE INCHCA4,142$993,9140.03%
351BLACKSTONE INCBX13,378$992,5140.03%
352MARRIOTT VACATIONS WORLDWIDEVAC1,000,000$977,4400.03%
353UNITED NAT FOODS INCUNTCW24,116$933,5300.03%
354CLEVELAND-CLIFFS INC NEWCLF57,901$932,7850.03%
355PERKINELMER INCRVTY6,611$926,9940.03%
356FOX CORPFOX30,435$924,3110.03%
357CROWDSTRIKE HLDGS INCCRWD8,671$912,9700.03%
358DROPBOX INCDBX1,000,000$909,6800.03%
359SHOPIFY INCSHOP25,863$897,3170.03%
360KKR & CO INCKKRT19,307$896,2310.03%
361DATADOG INCDDOG800,000$876,3100.03%
362ARCH CAP GROUP LTDG0450A10513,859$870,0680.02%
363HANNON ARMSTRONG SUST INFR C41068X10029,930$867,3710.02%
364MERCADOLIBRE INCMELI1,023$865,7040.02%
365OLD DOMINION FREIGHT LINE INODFL3,007$853,3260.02%
366CANADIAN IMPERIAL BK COMM TOCNDIF21,089$852,4630.02%
367DARDEN RESTAURANTS INCDRI6,127$847,5480.02%
368YUM BRANDS INCYUM6,530$836,3620.02%
369RALPH LAUREN CORPRL7,644$807,7410.02%
370SPLUNK INC848637AD6850,000$807,5140.02%
371UBER TECHNOLOGIES INCUBER32,402$801,3010.02%
372HUBSPOT INCHUBS2,728$788,7470.02%
373OKTA INCOKTA11,540$788,5280.02%
374ETSY INCETSY500,000$773,1460.02%
375TETRA TECH INC NEWTTEK5,314$771,5400.02%
376ROLLINS INCROL21,105$771,1770.02%
377FIRST SOLAR INCFSLR5,105$764,6780.02%
378BLOCK INCBSQKZ1,000,000$761,3870.02%
379CAMECO CORPCCJ33,239$752,8730.02%
380VISTRA CORPVST32,113$745,0220.02%
381GODADDY INCGDDY9,849$736,9020.02%
382CONOCOPHILLIPSCOP6,241$736,4380.02%
383BLOCK INCBSQKZ11,600$728,9440.02%
384LAMB WESTON HLDGS INCLW8,062$720,4200.02%
385FACTSET RESH SYS INC3030751051,785$716,1600.02%
386OKTA INCOKTA800,000$708,0540.02%
387WELLTOWER INCWELL10,801$708,0060.02%
388COSTAR GROUP INCCSGP9,093$702,7070.02%
389WEST FRASER TIMBER CO LTDWFG9,624$695,7190.02%
390KIMCO RLTY CORP49446R10932,384$685,8930.02%
391SPLUNK INC8486371047,959$685,1900.02%
392SOLAREDGE TECHNOLOGIES INCSEDG550,000$685,0140.02%
393BILL COM HLDGS INCBILL6,082$662,6950.02%
394FIRSTENERGY CORPFE15,738$660,0520.02%
395BENTLEY SYS INCBSY720,000$658,3510.02%
396DOMINOS PIZZA INCDPZ1,887$653,6570.02%
397ALNYLAM PHARMACEUTICALS INCALNY2,714$644,9820.02%
398WESTROCK COWEST18,244$641,4590.02%
399MAGNA INTL INC55922240111,371$638,3100.02%
400CONSTELLATION ENERGY CORPCEG7,385$636,6610.02%
401LUMENTUM HLDGS INCLITE600,000$633,9820.02%
402BANCO DE CHILE05952010630,000$624,6000.02%
403ZIMMER BIOMET HOLDINGS INCZBH4,788$610,4700.02%
404DROPBOX INCDBX27,114$606,8110.02%
405BLACKBERRY LTDBB185,349$603,2620.02%
406IDEX CORP45167R1042,642$603,2480.02%
407KLA CORPKLAC1,579$595,3300.02%
408MARATHON PETE CORPMARA5,094$592,8910.02%
409M & T BK CORP55261F1044,075$591,1190.02%
410NVR INCNVR127$585,7980.02%
411PARAMOUNT GLOBAL92556H20634,666$585,1620.02%
412BERKLEY W R CORPWRB-PH8,039$583,3900.02%
413TAIWAN SEMICONDUCTOR MFG LTD8740391007,813$581,9900.02%
414HOLOGIC INCHOLX7,706$576,4860.02%
415GENUINE PARTS COGPC3,247$563,3870.02%
416ATMOS ENERGY CORPATO4,965$556,4280.02%
417CINTAS CORPCTAS1,213$547,8150.02%
418PACCAR INCPCAR5,299$524,4420.01%
419BLOCK INCBSQKZ640,000$521,2800.01%
420AVALONBAY CMNTYS INCAWX3,216$519,4480.01%
421AMPHENOL CORP NEW0320951016,768$515,3160.01%
422UGI CORP NEW90268110513,897$515,1620.01%
423VEEVA SYS INCVEEV3,191$514,9640.01%
424PAYCOM SOFTWARE INCPAYC1,611$499,9090.01%
425ZSCALER INCZS4,416$494,1500.01%
426SNAP ON INCSNA2,153$491,9390.01%
427SNAP INCSNAP54,899$491,3460.01%
428WARNER BROS DISCOVERY INCWBD51,645$489,5950.01%
429EPAM SYS INCEPAM1,488$487,6770.01%
430BERKSHIRE HATHAWAY INC DELBRK-A1,573$485,9000.01%
431VAIL RESORTS INCMTN2,038$485,7570.01%
432HEICO CORP NEWHEI-A3,868$463,5800.01%
433MASCO CORPMAS9,887$461,4260.01%
434PLUG POWER INCPLUG36,007$445,4070.01%
435THE TRADE DESK INC88339J1059,721$435,7920.01%
436LENNAR CORPLEN-B4,799$434,3100.01%
437ZOOMINFO TECHNOLOGIES INCGTM13,823$416,2110.01%
438GENERAC HLDGS INCGNRC4,123$415,0210.01%
439CHARTER COMMUNICATIONS INC N16119P1081,074$364,1930.01%
440POOL CORPPOOL1,188$359,1680.01%
441ELECTRONIC ARTS INCEA2,859$349,3130.01%
442SOUTHERN COPPER CORPSCCO5,700$344,2230.01%
443SEI INVTS CO7841171035,878$342,6870.01%
444WEBSTER FINL CORP9478901096,472$306,3840.01%
445CREDICORP LTDBAP2,221$301,3010.01%
446RESTAURANT BRANDS INTL INC76131D1033,984$257,4850.01%
447DELL TECHNOLOGIES INCDELL5,711$229,6960.01%
448DATADOG INCDDOG3,011$221,3090.01%
449NEUROCRINE BIOSCIENCES INCNBIX1,820$217,3810.01%
450SNAP INCSNAP250,000$213,8340.01%