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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 Q3 2023 · Filed August 14, 2023 · Accession 0001725547-23-000248

Total Value
$4.23B
Positions
413
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (413)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT944,223$321.5M7.60%
2APPLE INCAAPL790,046$153.2M3.62%
3NVIDIA CORPORATIONNVDA291,787$123.4M2.92%
4VISA INCV336,616$79.9M1.89%
5JOHNSON & JOHNSONJNJ469,878$77.8M1.84%
6MASTERCARD INCORPORATEDMA176,112$69.3M1.64%
7LINDE PLCLIN171,209$65.3M1.54%
8PROCTER AND GAMBLE CO742718109425,819$64.6M1.53%
9AMAZON COM INCAMZN470,468$61.3M1.45%
10PEPSICO INCPEP315,677$58.5M1.38%
11MCDONALDS CORPMCD191,266$57.1M1.35%
12COCA COLA COKO946,821$57.0M1.35%
13ALPHABET INCGOOG424,320$51.3M1.21%
14ABBOTT LABSABLZF440,670$48.0M1.14%
15NEXTERA ENERGY INCNEE-PW641,376$47.6M1.13%
16THERMO FISHER SCIENTIFIC INCTMO91,196$47.6M1.13%
17SALESFORCE INCCRM222,229$46.9M1.11%
18S&P GLOBAL INCSPGI114,682$46.0M1.09%
19CISCO SYS INCCSCO871,913$45.1M1.07%
20HOME DEPOT INCHD144,107$44.8M1.06%
21AT&T INCT-PC2,798,133$44.6M1.06%
22ADOBE SYSTEMS INCORPORATEDADBE89,184$43.6M1.03%
23DEERE & CODE99,698$40.4M0.96%
24TESLA INCTSLA147,859$38.7M0.92%
25BANK AMERICA CORP0605051041,303,628$37.4M0.88%
26DANAHER CORPORATION235851102153,032$36.7M0.87%
27BROADCOM INCAVGO42,018$36.4M0.86%
28ACCENTURE PLC IRELANDACN114,197$35.2M0.83%
29BRISTOL-MYERS SQUIBB COCELG-RI549,389$35.1M0.83%
30META PLATFORMS INCMETA121,495$34.9M0.82%
31MEDTRONIC PLCMDT390,536$34.4M0.81%
32T-MOBILE US INCTMUSZ240,436$33.4M0.79%
33MERCK & CO INCMRK286,292$33.0M0.78%
34SERVICENOW INCNOW57,365$32.2M0.76%
35BOSTON SCIENTIFIC CORPBSX580,534$31.4M0.74%
36TJX COS INC NEW872540109358,881$30.4M0.72%
37JPMORGAN CHASE & COVYLD208,027$30.3M0.72%
38AUTOMATIC DATA PROCESSING INADP135,127$29.7M0.70%
39UNITEDHEALTH GROUP INCUNH60,585$29.1M0.69%
40ANALOG DEVICES INCADI147,949$28.8M0.68%
41WASTE MGMT INC DEL94106L109161,784$28.1M0.66%
42INTERCONTINENTAL EXCHANGE IN45866F104245,225$27.7M0.66%
43INGERSOLL RAND INCIR419,668$27.4M0.65%
44CANADIAN PACIFIC KANSAS CITYCP334,051$27.0M0.64%
45INTUITINTU58,058$26.6M0.63%
46CANADIAN NATL RY CO136375102215,521$26.1M0.62%
47AGILENT TECHNOLOGIES INCA211,160$25.4M0.60%
48APPLIED MATLS INC038222105174,891$25.3M0.60%
49MONDELEZ INTL INC609207105342,658$25.0M0.59%
50MOTOROLA SOLUTIONS INCMSI84,834$24.9M0.59%
51AMERICAN WTR WKS CO INC NEW030420103173,914$24.8M0.59%
52KEYSIGHT TECHNOLOGIES INCKEYS148,207$24.8M0.59%
53BLACKROCK INCBLK34,667$24.0M0.57%
54LILLY ELI & COLLY50,169$23.5M0.56%
55DUPONT DE NEMOURS INCDD326,057$23.3M0.55%
56ZOETIS INCZTS129,342$22.3M0.53%
57ECOLAB INCECL118,972$22.2M0.53%
58PARKER-HANNIFIN CORPPH56,445$22.0M0.52%
59ALPHABET INCGOOG181,715$21.8M0.51%
60APTIV PLCAPTV211,925$21.6M0.51%
61STATE STR CORPSTT-PG286,114$20.9M0.50%
62ENPHASE ENERGY INCENPH123,258$20.6M0.49%
63BIOMARIN PHARMACEUTICAL INCBMRN236,234$20.5M0.48%
64EVERSOURCE ENERGYES286,383$20.3M0.48%
65VERISK ANALYTICS INCVRSK89,533$20.2M0.48%
66KEURIG DR PEPPER INCKDP614,001$19.2M0.45%
67HUMANA INCHUM41,588$18.6M0.44%
68JACOBS SOLUTIONS INCJ153,380$18.2M0.43%
69ADVANCED MICRO DEVICES INCAMD155,468$17.7M0.42%
70LAUDER ESTEE COS INC51843910490,133$17.7M0.42%
71WEYERHAEUSER CO MTN BEWY522,923$17.5M0.41%
72ORACLE CORPORCL-PD145,553$17.3M0.41%
73EQUINIX INCEQIX22,063$17.3M0.41%
74GENERAL MTRS CO37045V100438,154$16.9M0.40%
75ABBVIE INCABBV124,527$16.8M0.40%
76TAIWAN SEMICONDUCTOR MFG LTD874039100160,382$16.2M0.38%
77WORKDAY INCWDAY70,585$15.9M0.38%
78CADENCE DESIGN SYSTEM INCCDNS65,504$15.4M0.36%
79TE CONNECTIVITY LTDTEL107,482$15.1M0.36%
80RAYTHEON TECHNOLOGIES CORPRTX148,484$14.5M0.34%
81LEIDOS HOLDINGS INCLDOS161,400$14.3M0.34%
82PALO ALTO NETWORKS INCPANW54,314$13.9M0.33%
83PFIZER INCPFE376,909$13.8M0.33%
84VERIZON COMMUNICATIONS INCVZ350,112$13.0M0.31%
85UNION PAC CORPUNP62,166$12.7M0.30%
86EATON CORP PLCETN61,388$12.3M0.29%
87BIO RAD LABS INC09057220732,310$12.2M0.29%
88INTERNATIONAL FLAVORS&FRAGRA459506101152,126$12.1M0.29%
89SOUTHWEST AIRLS CO844741BG210,400,000$12.0M0.28%
90INTERNATIONAL BUSINESS MACHSINTR89,170$11.9M0.28%
91XYLEM INCXYL103,801$11.7M0.28%
92COLGATE PALMOLIVE COCL143,700$11.1M0.26%
93MICRON TECHNOLOGY INCMU170,136$10.7M0.25%
94INTEL CORPINTC318,521$10.7M0.25%
95DISNEY WALT CO254687106118,259$10.6M0.25%
96SCHLUMBERGER LTDSLB208,134$10.2M0.24%
97TEXAS INSTRS INC88250810455,767$10.0M0.24%
98WILLIAMS COS INC969457100306,649$10.0M0.24%
99HONEYWELL INTL INC43851610648,173$10.0M0.24%
100PROLOGIS INC.PLDGP81,423$10.0M0.24%
101DEXCOM INCDXCM9,300,000$9.9M0.23%
102GRAINGER W W INC38480210412,546$9.9M0.23%
1033M COMMM96,692$9.7M0.23%
104UNITED PARCEL SERVICE INCUPS53,898$9.7M0.23%
105BAKER HUGHES COMPANYBKR305,484$9.7M0.23%
106AMERISOURCEBERGEN CORPCOR48,379$9.3M0.22%
107FORD MTR CO DEL345370CZ18,400,000$9.2M0.22%
108COCA-COLA EUROPACIFIC PARTNECCEP142,795$9.2M0.22%
109BOOKING HOLDINGS INCBKNG6,000,000$9.0M0.21%
110CARDINAL HEALTH INCCAH94,664$9.0M0.21%
111OMNICOM GROUP INCOMC93,688$8.9M0.21%
112NETFLIX INCNFLX20,000$8.8M0.21%
113GENERAL ELECTRIC CO36960430179,920$8.8M0.21%
114INGEVITY CORPNGVT148,841$8.7M0.20%
115AMGEN INCAMGN37,537$8.3M0.20%
116COMCAST CORP NEWCCZ195,158$8.1M0.19%
117COSTCO WHSL CORP NEW22160K10514,647$7.9M0.19%
118BANK NEW YORK MELLON CORP064058100175,571$7.8M0.18%
119INTERPUBLIC GROUP COS INCINTR202,031$7.8M0.18%
120HALLIBURTON COHAL235,385$7.8M0.18%
121ANSYS INC03662Q10522,875$7.6M0.18%
122SOLAREDGE TECHNOLOGIES INCSEDG27,242$7.3M0.17%
123AMERICAN EXPRESS COAXP42,064$7.3M0.17%
124CLEAN HARBORS INCCLH44,222$7.3M0.17%
125GILEAD SCIENCES INCGILD93,342$7.2M0.17%
126CME GROUP INCCME38,024$7.0M0.17%
127ILLUMINA INCILMN7,100,000$7.0M0.17%
128GOLDMAN SACHS GROUP INCGSCE21,814$7.0M0.17%
129LYONDELLBASELL INDUSTRIES NLYB75,746$7.0M0.16%
130HOLOGIC INCHOLX85,797$6.9M0.16%
131JOHNSON CTLS INTL PLCG51502105100,514$6.8M0.16%
132MORGAN STANLEYMS-PQ78,203$6.7M0.16%
133CVS HEALTH CORPCVS96,516$6.7M0.16%
134DOW INCDOW124,918$6.7M0.16%
135NEWMONT CORPNEMCL151,173$6.4M0.15%
136PDD HOLDINGS INCPDD89,930$6.2M0.15%
137APA CORPORATIONAPA181,026$6.2M0.15%
138QUALCOMM INCQCOM51,661$6.1M0.15%
139LAM RESEARCH CORPLRCX9,521$6.1M0.14%
140SEMPRASREA41,592$6.1M0.14%
141TORONTO DOMINION BK ONTTORO97,427$6.0M0.14%
142ROYAL BK CDA78008710263,173$6.0M0.14%
143DEXCOM INCDXCM46,486$6.0M0.14%
144EMERSON ELEC COEMR65,781$5.9M0.14%
145SUN LIFE FINANCIAL INC.SUNFF113,482$5.9M0.14%
146CATERPILLAR INCCAT23,958$5.9M0.14%
147WELLS FARGO CO NEW949746101137,967$5.9M0.14%
148ON SEMICONDUCTOR CORPON3,150,000$5.8M0.14%
149ENBRIDGE INCENNPF155,623$5.8M0.14%
150STARBUCKS CORPSBUX57,239$5.7M0.13%
151INTERNATIONAL PAPER CO460146103170,787$5.4M0.13%
152HEWLETT PACKARD ENTERPRISE CHPE-PC319,615$5.4M0.13%
153INTUITIVE SURGICAL INCISRG15,428$5.3M0.12%
154SIMON PPTY GROUP INC NEW82880610944,884$5.2M0.12%
155FISERV INCFISV39,049$4.9M0.12%
156SNOWFLAKE INCSNOW27,636$4.9M0.11%
157AMERIPRISE FINL INC03076C10614,624$4.9M0.11%
158PAYPAL HLDGS INCPYPL72,775$4.9M0.11%
159GENERAL MLS INC37033410461,710$4.7M0.11%
160TRANE TECHNOLOGIES PLCTT24,619$4.7M0.11%
161EXPEDIA GROUP INCEXPE5,360,000$4.7M0.11%
162BAXTER INTL INC071813109103,130$4.7M0.11%
163TENABLE HLDGS INC88025T102107,587$4.7M0.11%
164EDISON INTL28102010767,317$4.7M0.11%
165FIRST SOLAR INCFSLR24,385$4.6M0.11%
166NIKE INCNKE41,666$4.6M0.11%
167AMERICAN TOWER CORP NEW03027X10023,649$4.6M0.11%
168AUTODESK INCADSK22,372$4.6M0.11%
169HEALTHPEAK PROPERTIES INCDOC225,900$4.5M0.11%
170VICI PPTYS INC925652109144,399$4.5M0.11%
171IRON MTN INC DEL46284V10179,835$4.5M0.11%
172ICICI BANK LIMITEDIBN194,335$4.5M0.11%
173HASBRO INCHAS67,711$4.4M0.10%
174ROBERT HALF INTL INCRHI58,202$4.4M0.10%
175BECTON DICKINSON & COBDX16,307$4.3M0.10%
176CAMPBELL SOUP COCPB91,728$4.2M0.10%
177ALGONQUIN PWR UTILS CORP015857105506,574$4.2M0.10%
178HP INCHPQ134,881$4.1M0.10%
179BOOKING HOLDINGS INCBKNG1,490$4.0M0.10%
180ILLINOIS TOOL WKS INC45230810915,580$3.9M0.09%
181LOWES COS INC54866110717,151$3.9M0.09%
182FORD MTR CO DEL345370860253,779$3.8M0.09%
183TECK RESOURCES LTDTCKRF89,285$3.8M0.09%
184AKAMAI TECHNOLOGIES INCAKAM3,500,000$3.7M0.09%
185NETAPP INCNTAP48,698$3.7M0.09%
186CITIGROUP INCC-PR80,361$3.7M0.09%
187ARCH CAP GROUP LTDG0450A10549,384$3.7M0.09%
188FEDEX CORPFDX14,739$3.7M0.09%
189ZSCALER INCZS3,100,000$3.6M0.09%
190AMETEK INCAME21,588$3.5M0.08%
191CINTAS CORPCTAS7,009$3.5M0.08%
192FRANKLIN RESOURCES INCBEN129,800$3.5M0.08%
193CYBERARK SOFTWARE LTD23248VAB13,000,000$3.4M0.08%
194REPUBLIC SVCS INC76075910022,111$3.4M0.08%
195CROWN HLDGS INCCCK38,966$3.4M0.08%
196STRYKER CORPORATIONSYK11,024$3.4M0.08%
197PAYCHEX INCPAYX29,135$3.3M0.08%
198SHERWIN WILLIAMS COSHW12,246$3.3M0.08%
199AERCAP HOLDINGS NVAER50,783$3.2M0.08%
200WALGREENS BOOTS ALLIANCE INC931427108112,300$3.2M0.08%
201CBRE GROUP INCCBRE39,106$3.2M0.07%
202CONAGRA BRANDS INCCAG92,511$3.1M0.07%
203PRUDENTIAL FINL INCPUKPF35,290$3.1M0.07%
204XCEL ENERGY INCXELLL49,737$3.1M0.07%
205ARISTA NETWORKS INCANET18,503$3.0M0.07%
206STEEL DYNAMICS INCSTLD27,225$3.0M0.07%
207EXPEDITORS INTL WASH INC30213010924,298$2.9M0.07%
208EXXON MOBIL CORPXOM27,083$2.9M0.07%
209PUBLIC SVC ENTERPRISE GRP IN74457310646,079$2.9M0.07%
210ELEVANCE HEALTH INCELV6,471$2.9M0.07%
211GEN DIGITAL INCGENVR153,469$2.8M0.07%
212AGCO CORPAGCO21,631$2.8M0.07%
213EDWARDS LIFESCIENCES CORPEW30,020$2.8M0.07%
214KROGER COKR59,243$2.8M0.07%
215MARRIOTT VACATIONS WORLDWIDEVAC3,000,000$2.8M0.07%
216PROGRESSIVE CORP74331510320,639$2.7M0.06%
217AKAMAI TECHNOLOGIES INCAKAM2,800,000$2.7M0.06%
218ZURN ELKAY WATER SOLNS CORP98983L108100,020$2.7M0.06%
219KIMBERLY-CLARK CORPKMB19,346$2.7M0.06%
220KELLOGG COBEKE39,577$2.7M0.06%
221ENPHASE ENERGY INCENPH2,820,000$2.7M0.06%
222L3HARRIS TECHNOLOGIES INCLHX13,528$2.6M0.06%
223BEST BUY INCBBY32,279$2.6M0.06%
224FMC CORPFMC25,270$2.6M0.06%
225GRAPHIC PACKAGING HLDG COGPK109,046$2.6M0.06%
226HARTFORD FINL SVCS GROUP INCHIG-PG36,141$2.6M0.06%
227DISCOVER FINL SVCS25470910822,238$2.6M0.06%
228NUCOR CORPNUE15,763$2.6M0.06%
229HOWMET AEROSPACE INCHWM48,708$2.4M0.06%
230SYNCHRONY FINANCIALSYF-PB70,970$2.4M0.06%
231CONSOLIDATED EDISON INCED26,596$2.4M0.06%
232ESSENTIAL UTILS INC29670G10259,894$2.4M0.06%
233SYNOPSYS INCSNPS5,460$2.4M0.06%
234UBER TECHNOLOGIES INCUBER54,987$2.4M0.06%
235PRINCIPAL FINANCIAL GROUP INPFG31,148$2.4M0.06%
236AIRBNB INCABNB2,700,000$2.4M0.06%
237WHIRLPOOL CORPWHR-PA15,540$2.3M0.05%
238PNC FINL SVCS GROUP INC69347510518,318$2.3M0.05%
239REGENERON PHARMACEUTICALSREGN3,163$2.3M0.05%
240DATADOG INCDDOG1,800,000$2.3M0.05%
241IDEX CORP45167R10410,463$2.3M0.05%
242SEAGATE TECHNOLOGY HLDNGS PLSE36,233$2.2M0.05%
243NISOURCE INCNI80,942$2.2M0.05%
244BOSTON PROPERTIES INCBXP38,260$2.2M0.05%
245PALO ALTO NETWORKS INCPANW850,000$2.2M0.05%
246ALLSTATE CORPALL-PJ19,891$2.2M0.05%
247YUM CHINA HLDGS INCYUMC38,380$2.2M0.05%
248MARSH & MCLENNAN COS INC57174810211,518$2.2M0.05%
249DECKERS OUTDOOR CORPDECK4,056$2.1M0.05%
250HDFC BANK LTDHDB30,589$2.1M0.05%
251MCKESSON CORPMCK4,933$2.1M0.05%
252ULTA BEAUTY INCULTA4,380$2.1M0.05%
253GARTNER INCIT5,829$2.0M0.05%
254THE CIGNA GROUP1255231007,246$2.0M0.05%
255TETRA TECH INC NEWTTEK12,404$2.0M0.05%
256PAYCOM SOFTWARE INCPAYC6,217$2.0M0.05%
257CUMMINS INCCMI8,012$2.0M0.05%
258JUNIPER NETWORKS INC48203R10462,511$2.0M0.05%
259PG&E CORPPCG-PX113,057$2.0M0.05%
260AECOMACM22,912$1.9M0.05%
261WEST PHARMACEUTICAL SVSC INC9553061055,061$1.9M0.05%
262AMCOR PLCAMCCF192,725$1.9M0.05%
263TRUIST FINL CORP89832Q10962,061$1.9M0.04%
264CHUBB LIMITEDCB9,617$1.9M0.04%
265ROCKWELL AUTOMATION INCROK5,605$1.8M0.04%
266VERISIGN INCVRSN8,086$1.8M0.04%
267BCE INCBCPPF39,577$1.8M0.04%
268KLA CORPKLAC3,713$1.8M0.04%
269STANTEC INCSTN27,542$1.8M0.04%
270COPART INCCPRT19,319$1.8M0.04%
271MIDDLEBY CORPMIDD1,400,000$1.8M0.04%
272ON SEMICONDUCTOR CORPON18,437$1.7M0.04%
273ALCON AGALC20,933$1.7M0.04%
274BIOMARIN PHARMACEUTICAL INCBMRN1,750,000$1.7M0.04%
275DELTA AIR LINES INC DELDAL36,289$1.7M0.04%
276TAPESTRY INCTPR39,982$1.7M0.04%
277VENTAS INCVTR35,967$1.7M0.04%
278BIOGEN INCBIIB5,764$1.6M0.04%
279CF INDS HLDGS INC12526910023,643$1.6M0.04%
280CENTENE CORP DELCNC23,645$1.6M0.04%
281CELANESE CORP DELCE13,677$1.6M0.04%
282LPL FINL HLDGS INC50212V1007,156$1.6M0.04%
283BORGWARNER INCBWA31,704$1.6M0.04%
284RESTAURANT BRANDS INTL INC76131D10319,641$1.5M0.04%
285MOODYS CORPMCO4,266$1.5M0.04%
286UNITED RENTALS INCURI3,318$1.5M0.03%
287SHOALS TECHNOLOGIES GROUP INSHLS57,810$1.5M0.03%
288FERGUSON PLC NEWG3421J1069,305$1.5M0.03%
289EBAY INC.EBAY32,799$1.5M0.03%
290VALERO ENERGY CORPVLO12,414$1.5M0.03%
291TARGET CORPTGT11,032$1.5M0.03%
292VIPSHOP HOLDINGS LIMITEDVIPS87,866$1.4M0.03%
293PPG INDS INC6935061079,469$1.4M0.03%
294AIRBNB INCABNB10,936$1.4M0.03%
295DICKS SPORTING GOODS INC25339310210,550$1.4M0.03%
296ROYAL CARIBBEAN GROUPV7780T10313,340$1.4M0.03%
297INVESCO LTDIVZ81,770$1.4M0.03%
298CGI INCGIB12,878$1.4M0.03%
299SPLUNK INC848637AD61,350,000$1.4M0.03%
300SEA LTDSE23,108$1.3M0.03%
301DROPBOX INCDBX1,350,000$1.3M0.03%
302AUTOZONE INCAZO520$1.3M0.03%
303SKYWORKS SOLUTIONS INCSWKS11,682$1.3M0.03%
304LENNOX INTL INC5261071073,960$1.3M0.03%
305SPLUNK INC848637AC81,300,000$1.3M0.03%
306AFLAC INCAFL18,066$1.3M0.03%
307NORWEGIAN CRUISE LINE HLDG LNCLH57,809$1.3M0.03%
308BENTLEY SYS INCBSY1,220,000$1.3M0.03%
309HILTON WORLDWIDE HLDGS INCHLT8,566$1.2M0.03%
310INFOSYS LTDINFY77,552$1.2M0.03%
311MAGNA INTL INC55922240122,022$1.2M0.03%
312ETSY INCETSY1,450,000$1.2M0.03%
313RELIANCE STEEL & ALUMINUM CORS4,452$1.2M0.03%
314WILLIS TOWERS WATSON PLC LTDWTW5,077$1.2M0.03%
315VERTEX PHARMACEUTICALS INCVRTX3,395$1.2M0.03%
316ASSURANT INCAIZN9,469$1.2M0.03%
317ETSY INCETSY1,000,000$1.2M0.03%
318RALPH LAUREN CORPRL9,563$1.2M0.03%
319FAIR ISAAC CORPFICO1,445$1.2M0.03%
320NIO INCNIOIF120,332$1.2M0.03%
321BROADRIDGE FINL SOLUTIONS IN11133T1037,015$1.2M0.03%
322BROWN & BROWN INCBRO16,712$1.2M0.03%
323REGENCY CTRS CORP75884910318,429$1.1M0.03%
324NASDAQ INCNDAQ22,588$1.1M0.03%
325UIPATH INCPATH67,574$1.1M0.03%
326SUNNOVA ENERGY INTL INC.86745K10460,898$1.1M0.03%
327IDEXX LABS INC45168D1042,217$1.1M0.03%
328LUMENTUM HLDGS INCLITE1,250,000$1.1M0.03%
329OTIS WORLDWIDE CORPOTIS12,390$1.1M0.03%
330INSULET CORPPODD800,000$1.1M0.03%
331SHIFT4 PMTS INC82452JAB51,000,000$1.1M0.03%
332HOST HOTELS & RESORTS INCHST63,975$1.1M0.03%
333OKTA INCOKTA1,250,000$1.1M0.03%
334NVR INCNVR169$1.1M0.03%
335LIVE NATION ENTERTAINMENT INLYV1,000,000$1.1M0.03%
336ANNALY CAPITAL MANAGEMENT INNLY-PJ51,732$1.0M0.02%
337OWENS CORNING NEWOC7,814$1.0M0.02%
338MARATHON PETE CORPMARA8,700$1.0M0.02%
339FIDELITY NATL INFORMATION SV31620M10618,431$1.0M0.02%
340DROPBOX INCDBX1,000,000$944,5200.02%
341CARRIER GLOBAL CORPORATIONCARR18,767$932,9080.02%
342ALBEMARLE CORPALB-PA4,168$929,8390.02%
343FOX CORPFOX26,442$899,0280.02%
344MODERNA INCMRNA7,351$893,1470.02%
345DARDEN RESTAURANTS INCDRI5,323$889,3670.02%
346OKTA INCOKTA12,721$882,2010.02%
347DXC TECHNOLOGY CODXC32,747$875,0000.02%
348BLACKSTONE INCBX9,021$838,6820.02%
349HALOZYME THERAPEUTICS INCHALO1,000,000$833,6810.02%
350IQVIA HLDGS INCIQV3,681$827,3780.02%
351PACKAGING CORP AMER6951561096,010$794,2820.02%
352BANK MONTREAL QUE0636711018,739$790,1230.02%
353LINCOLN NATL CORP IND53418710930,490$785,4220.02%
354TELUS CORPORATIONTU39,511$769,7640.02%
355PINTEREST INCPINS27,357$747,9400.02%
356EXPEDIA GROUP INCEXPE6,654$727,8810.02%
357CHARTER COMMUNICATIONS INC N16119P1081,980$727,3930.02%
358SHOPIFY INCSHOP10,991$711,1630.02%
359HUBSPOT INCHUBS1,334$709,8080.02%
360V F CORPVFC37,064$707,5520.02%
361METLIFE INCMET-PF12,178$688,4220.02%
362QUEST DIAGNOSTICS INCDGX4,888$687,0570.02%
363NXP SEMICONDUCTORS N VNXPI3,284$672,1690.02%
364METTLER TOLEDO INTERNATIONALMTD510$668,9360.02%
365SOLAREDGE TECHNOLOGIES INCSEDG550,000$656,1940.02%
366LUMENTUM HLDGS INCLITE600,000$641,5580.02%
367CHURCH & DWIGHT CO INCCHD6,387$640,1690.02%
368US BANCORP DELUSB-PS19,043$629,1810.01%
369FACTSET RESH SYS INC3030751051,551$621,4080.01%
370MERCADOLIBRE INCMELI497$588,7460.01%
371SUNRUN INCRUN32,842$586,5580.01%
372PALANTIR TECHNOLOGIES INCPLTR38,167$585,1000.01%
373EVEREST RE GROUP LTDEG1,701$581,5040.01%
374MONGODB INCMDB1,410$579,4960.01%
375PACCAR INCPCAR6,905$577,6030.01%
376CONOCOPHILLIPSCOP5,422$561,7730.01%
377SPLUNK INC8486371045,230$554,8510.01%
378DOMINOS PIZZA INCDPZ1,639$552,3270.01%
379CAPITAL ONE FINL CORP14040H1054,986$545,3190.01%
380CROWDSTRIKE HLDGS INCCRWD3,700$543,4190.01%
381SNAP ON INCSNA1,871$539,2030.01%
382WESTROCK COWEST18,527$538,5800.01%
383LENNAR CORPLEN-B4,169$522,4170.01%
384PULTE GROUP INC7458671016,642$515,9510.01%
385IMPERIAL OIL LTDIMO10,037$514,1170.01%
386ZSCALER INCZS3,497$511,6110.01%
387MOSAIC CO NEWMOS14,574$510,0900.01%
388AMPHENOL CORP NEW0320951015,880$499,5060.01%
389TERADYNE INCTER4,441$494,4170.01%
390MASCO CORPMAS8,590$492,8940.01%
391WHEATON PRECIOUS METALS CORPWPM11,218$485,6810.01%
392BERKSHIRE HATHAWAY INC DELBRK-A1,359$463,4190.01%
393MANULIFE FINL CORP56501R10624,395$461,6280.01%
394VAIL RESORTS INCMTN1,771$445,8670.01%
395CLOROX CO DELCLX2,797$444,8350.01%
396AON PLCAON1,285$443,5820.01%
397ROLLINS INCROL9,817$420,4620.01%
398BERKLEY W R CORPWRB-PH6,984$415,9670.01%
399FORTINET INCFTNT5,173$391,0270.01%
400AKAMAI TECHNOLOGIES INCAKAM4,343$390,3050.01%
401POOL CORPPOOL1,032$386,6280.01%
402QORVO INCQRVO3,734$380,9800.01%
403ARRAY TECHNOLOGIES INCARRY15,691$354,6170.01%
404UGI CORP NEW90268110512,074$325,6360.01%
405CHIPOTLE MEXICAN GRILL INCCMG145$310,1550.01%
406SEI INVTS CO7841171035,107$304,4790.01%
407EPAM SYS INCEPAM1,293$290,6020.01%
408SOUTHERN COPPER CORPSCCO3,769$270,3880.01%
409LULULEMON ATHLETICA INCLULU705$266,8420.01%
410BLOCK INCBSQKZ4,000$266,2800.01%
411CREDICORP LTDBAP1,763$260,2890.01%
412PTC INCPTC1,595$226,9680.01%
413MSCI INCMSCI429$201,3250.00%