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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 15 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMCSA COMCAST CORP NEW Communication Services 310,634.0 $9.3M 0.05% -642K -67.4% $29.89 -25.0%
282 MRSH MARSH & MCLENNAN COS INC Financial Services 49,518.0 $9.2M 0.05% $185.53 -12.5%
283 BBY BEST BUY INC Consumer Cyclical 136,907.0 $9.2M 0.05% +121K +773.3% $66.93 +11.6%
284 HALO HALOZYME THERAPEUTICS INC Healthcare 135,349.0 $9.1M 0.04% +55K +69.2% $67.30 +1.9%
285 AMT AMERICAN TOWER CORP NEW Real Estate 51,758.0 $9.1M 0.04% +6K +13.3% $175.58 +0.3%
286 ED CONSOLIDATED EDISON INC Utilities 87,065.0 $8.6M 0.04% +7K +9.3% $99.32 +7.1%
287 AMERICAN WTR CAP CORP 8,600.0 $8.6M 0.04% -400.0 -4.4% $998.71
288 TEAM ATLASSIAN CORPORATION Technology 52,487.0 $8.5M 0.04% +11K +27.7% $162.15 -49.0%
289 WMB WILLIAMS COS INC Energy 140,502.0 $8.4M 0.04% +14K +10.8% $60.11 +21.6%
290 BCYC BICYCLE THERAPEUTICS PLC Healthcare 1,192,279.0 $8.4M 0.04% +20K +1.7% $7.08 -43.5%
291 GM GENERAL MTRS CO Consumer Cyclical 102,679.0 $8.4M 0.04% -11K -9.7% $81.32 -2.5%
292 NXT NEXTPOWER INC Technology 95,834.0 $8.3M 0.04% -41K -29.9% $87.11 +44.5%
293 URI UNITED RENTALS INC Industrials 10,281.0 $8.3M 0.04% -618.0 -5.7% $809.35 +33.0%
294 BMI BADGER METER INC Technology 47,297.0 $8.2M 0.04% +5K +12.4% $174.42 -22.3%
295 EME EMCOR GROUP INC Industrials 13,455.0 $8.2M 0.04% -14K -51.0% $611.82 +36.7%
296 DELL DELL TECHNOLOGIES INC Technology 65,140.0 $8.2M 0.04% -26K -28.2% $125.89 +225.7%
297 SLB SLB LIMITED Energy 213,215.0 $8.2M 0.04% +8K +3.8% $38.38 +25.3%
298 CL COLGATE PALMOLIVE CO Consumer Defensive 102,516.0 $8.1M 0.04% -233K -69.5% $79.02 +13.2%
299 NTRS NORTHERN TR CORP Financial Services 58,723.0 $8.0M 0.04% +38K +177.3% $136.60 +26.0%
300 ORA ORMAT TECHNOLOGIES INC Utilities 71,988.0 $8.0M 0.04% -1K -1.7% $110.47 +15.6%
Page 15 of 35  ·  685 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%