+32
New
32
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 594918104 | Apr 2024 | 127,194 | $49.5M | 13.80% | EC |
| 2 | Mastercard Inc | 57636Q104 | Apr 2024 | 47,329 | $21.4M | 5.95% | EC |
| 3 | Merck & Co Inc | 58933Y105 | Apr 2024 | 139,122 | $18.0M | 5.01% | EC |
| 4 | Integer Holdings Corp | 45826H109 | Apr 2024 | 145,852 | $16.3M | 4.54% | EC |
| 5 | Nice Ltd | 653656108 | Apr 2024 | 62,004 | $13.9M | 3.86% | EC |
| 6 | American Express Co | 025816109 | Apr 2024 | 58,362 | $13.7M | 3.81% | EC |
| 7 | Tetra Tech Inc | 88162G103 | Apr 2024 | 64,279 | $12.5M | 3.49% | EC |
| 8 | LPL Financial Holdings Inc | 50212V100 | Apr 2024 | 45,814 | $12.3M | 3.44% | EC |
| 9 | Procter & Gamble Co/The | 742718109 | Apr 2024 | 74,501 | $12.2M | 3.39% | EC |
| 10 | TJX Cos Inc/The | 872540109 | Apr 2024 | 127,677 | $12.0M | 3.35% | EC |
| 11 | Marvell Technology Inc | 573874104 | Apr 2024 | 179,616 | $11.8M | 3.30% | EC |
| 12 | Eli Lilly & Co | 532457108 | Apr 2024 | 14,538 | $11.4M | 3.17% | EC |
| 13 | Amdocs Ltd | 000000000 | Apr 2024 | 129,716 | $10.9M | 3.04% | EC |
| 14 | Canadian Pacific Kansas City Ltd | 13646K108 | Apr 2024 | 127,807 | $10.0M | 2.79% | EC |
| 15 | Lululemon Athletica Inc | 550021109 | Apr 2024 | 27,067 | $9.8M | 2.72% | EC |
| 16 | Atkore Inc | 047649108 | Apr 2024 | 54,631 | $9.6M | 2.67% | EC |
| 17 | UnitedHealth Group Inc | 91324P102 | Apr 2024 | 18,720 | $9.1M | 2.52% | EC |
| 18 | State Street Global Advisors | 857492706 | Apr 2024 | 8,958,876 | $9.0M | 2.50% | STIV |
| 19 | Danaher Corp | 235851102 | Apr 2024 | 36,296 | $9.0M | 2.50% | EC |
| 20 | Cadence Design Systems Inc | 127387108 | Apr 2024 | 31,469 | $8.7M | 2.42% | EC |
| 21 | Waste Management Inc | 94106L109 | Apr 2024 | 40,436 | $8.4M | 2.34% | EC |
| 22 | Hubbell Inc | 443510607 | Apr 2024 | 22,637 | $8.4M | 2.34% | EC |
| 23 | Accenture PLC | 000000000 | Apr 2024 | 25,518 | $7.7M | 2.14% | EC |
| 24 | CenterPoint Energy Inc | 15189T107 | Apr 2024 | 261,045 | $7.6M | 2.12% | EC |
| 25 | NVIDIA Corp | 67066G104 | Apr 2024 | 8,666 | $7.5M | 2.09% | EC |
| 26 | Trex Co Inc | 89531P105 | Apr 2024 | 83,641 | $7.4M | 2.06% | EC |
| 27 | ATS Corp | 00217Y104 | Apr 2024 | 220,187 | $7.2M | 2.02% | EC |
| 28 | American Water Works Co Inc | 030420103 | Apr 2024 | 56,070 | $6.9M | 1.91% | EC |
| 29 | MSCI Inc | 55354G100 | Apr 2024 | 12,855 | $6.0M | 1.67% | EC |
| 30 | Advanced Drainage Systems Inc | 00790R104 | Apr 2024 | 34,197 | $5.4M | 1.50% | EC |
| 31 | New Fortress Energy Inc | 644393100 | Apr 2024 | 172,060 | $4.5M | 1.26% | EC |
| 32 | Veralto Corp | 92338C103 | Apr 2024 | 12,098 | $1.1M | 0.32% | EC |