+44
New
44
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 594918104 | Apr 2024 | 220,000 | $85.7M | 4.48% | EC |
| 2 | Parker-Hannifin Corp | 701094104 | Apr 2024 | 144,500 | $78.7M | 4.12% | EC |
| 3 | Martin Marietta Materials Inc | 573284106 | Apr 2024 | 120,000 | $70.4M | 3.68% | EC |
| 4 | Lennar Corp | 526057104 | Apr 2024 | 427,000 | $64.7M | 3.39% | EC |
| 5 | Ameriprise Financial Inc | 03076C106 | Apr 2024 | 148,000 | $60.9M | 3.19% | EC |
| 6 | Corteva Inc | 22052L104 | Apr 2024 | 1,084,000 | $58.7M | 3.07% | EC |
| 7 | Microchip Technology Inc | 595017104 | Apr 2024 | 610,000 | $56.1M | 2.93% | EC |
| 8 | Adobe Inc | 00724F101 | Apr 2024 | 115,000 | $53.2M | 2.78% | EC |
| 9 | Merck & Co Inc | 58933Y105 | Apr 2024 | 410,000 | $53.0M | 2.77% | EC |
| 10 | Capital One Financial Corp | 14040H105 | Apr 2024 | 369,000 | $52.9M | 2.77% | EC |
| 11 | ANSYS Inc | 03662Q105 | Apr 2024 | 162,000 | $52.6M | 2.75% | EC |
| 12 | QUALCOMM Inc | 747525103 | Apr 2024 | 312,000 | $51.7M | 2.71% | EC |
| 13 | Xylem Inc/NY | 98419M100 | Apr 2024 | 373,000 | $48.8M | 2.55% | EC |
| 14 | TotalEnergies SE | 89151E109 | Apr 2024 | 657,660 | $47.7M | 2.49% | EC |
| 15 | Amgen Inc | 031162100 | Apr 2024 | 171,000 | $46.8M | 2.45% | EC |
| 16 | Danaher Corp | 235851102 | Apr 2024 | 189,000 | $46.6M | 2.44% | EC |
| 17 | Ecolab Inc | 278865100 | Apr 2024 | 205,000 | $46.4M | 2.42% | EC |
| 18 | Atmos Energy Corp | 049560105 | Apr 2024 | 383,000 | $45.2M | 2.36% | EC |
| 19 | Blackstone Inc | 09260D107 | Apr 2024 | 373,000 | $43.5M | 2.27% | EC |
| 20 | US Bancorp | 902973304 | Apr 2024 | 1,044,500 | $42.4M | 2.22% | EC |
| 21 | Coterra Energy Inc | 127097103 | Apr 2024 | 1,544,000 | $42.2M | 2.21% | EC |
| 22 | Coca-Cola Co/The | 191216100 | Apr 2024 | 680,000 | $42.0M | 2.20% | EC |
| 23 | General Dynamics Corp | 369550108 | Apr 2024 | 145,000 | $41.6M | 2.18% | EC |
| 24 | RPM International Inc | 749685103 | Apr 2024 | 388,000 | $41.5M | 2.17% | EC |
| 25 | Sony Group Corp | 835699307 | Apr 2024 | 494,000 | $40.8M | 2.13% | EC |
| 26 | Lowe's Cos Inc | 548661107 | Apr 2024 | 178,736 | $40.8M | 2.13% | EC |
| 27 | Autodesk Inc | 052769106 | Apr 2024 | 191,000 | $40.7M | 2.13% | EC |
| 28 | Procter & Gamble Co/The | 742718109 | Apr 2024 | 247,000 | $40.3M | 2.11% | EC |
| 29 | Cie Generale des Etablissements Michelin SCA | 59410T106 | Apr 2024 | 2,056,000 | $39.4M | 2.06% | EC |
| 30 | Honeywell International Inc | 438516106 | Apr 2024 | 203,700 | $39.3M | 2.05% | EC |
| 31 | Alcon Inc | 000000000 | Apr 2024 | 496,000 | $38.5M | 2.01% | EC |
| 32 | American Water Works Co Inc | 030420103 | Apr 2024 | 314,000 | $38.4M | 2.01% | EC |
| 33 | PNC Financial Services Group Inc/The | 693475105 | Apr 2024 | 232,600 | $35.6M | 1.86% | EC |
| 34 | Teledyne Technologies Inc | 879360105 | Apr 2024 | 92,000 | $35.1M | 1.84% | EC |
| 35 | Constellation Brands Inc | 21036P108 | Apr 2024 | 138,000 | $35.0M | 1.83% | EC |
| 36 | Xcel Energy Inc | 98389B100 | Apr 2024 | 626,000 | $33.6M | 1.76% | EC |
| 37 | Mitsubishi UFJ Financial Group Inc | 606822104 | Apr 2024 | 3,175,000 | $31.6M | 1.65% | EC |
| 38 | Medtronic PLC | 000000000 | Apr 2024 | 371,000 | $29.8M | 1.56% | EC |
| 39 | Oshkosh Corp | 688239201 | Apr 2024 | 259,000 | $29.1M | 1.52% | EC |
| 40 | Equity LifeStyle Properties Inc | 29472R108 | Apr 2024 | 480,000 | $28.9M | 1.51% | EC |
| 41 | Cullen/Frost Bankers Inc | 229899109 | Apr 2024 | 263,200 | $27.5M | 1.44% | EC |
| 42 | Commerce Bancshares Inc/MO | 200525103 | Apr 2024 | 365,100 | $20.0M | 1.04% | EC |
| 43 | Veralto Corp | 92338C103 | Apr 2024 | 60,000 | $5.6M | 0.29% | EC |
| 44 | Lennar Corp | 526057302 | Apr 2024 | 7,126 | $1.0M | 0.05% | EC |