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DnB Asset Management AS

Q4 2023 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2024-01-04 · accession 0000950123-24-000021

$19.26B
Reported value
645
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 645

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.61B8.34%4,270,096CommonSHARED
30303M102METAMeta Platforms Inc$1.06B5.53%3,007,140CommonSHARED
02079K305GOOGLAlphabet Inc - A$940.3M4.88%6,731,418CommonSHARED
037833100AAPLApple Inc$829.2M4.30%4,307,068CommonSHARED
67066G104NVDANvidia Corp$746.7M3.88%1,507,725CommonSHARED
92826C839VVisa Inc$515.1M2.67%1,978,616CommonSHARED
023135106AMZNAmazon.Com Inc$456.3M2.37%3,003,379CommonSHARED
57636Q104MAMastercard Inc$376.3M1.95%882,269CommonSHARED
001082411Check Point Software Technologies Ltd$322.9M1.68%2,113,248CommonSHARED
285512109EAElectronic Arts Inc$322.5M1.67%2,357,238CommonSHARED
958102105WDCWestern Digital Corp$292.6M1.52%5,587,698CommonSHARED
532457108LLYEli Lilly & Co$226.2M1.17%388,084CommonSHARED
747525103QCOMQualcomm Inc$223.8M1.16%1,547,204CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$212.8M1.10%1,321,900CommonSHARED
478160104JNJJohnson & Johnson$212.2M1.10%1,354,067CommonSHARED
46625H100JPMJPMorgan Chase & Co$205.9M1.07%1,210,200CommonSHARED
02079K107GOOGAlphabet Inc - C$195.6M1.02%1,388,202CommonSHARED
68389X105ORCLOracle Corp$186.3M0.97%1,766,621CommonSHARED
88160R101TSLATesla Inc$174.6M0.91%702,828CommonSHARED
83088M102SWKSSkyworks Solutions Inc$160.3M0.83%1,425,589CommonSHARED
91324P102UNHUnitedhealth Group Inc$149.2M0.77%283,380CommonSHARED
78409V104SPGIS&P Global Inc$148.3M0.77%336,699CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$137.0M0.71%5,411,610CommonSHARED
883556102TMOThermo Fisher Scientific Inc$133.7M0.69%251,955CommonSHARED
004432874Chubb Ltd$130.3M0.68%576,724CommonSHARED
872590104TMUST-Mobile US Inc$130.3M0.68%812,746CommonSHARED
17275R102CSCOCisco Systems Inc$130.1M0.68%2,575,355CommonSHARED
11135F101AVGOBroadcom Inc$128.1M0.67%114,759CommonSHARED
69370C100PTCPTC Inc$123.1M0.64%703,392CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$118.8M0.62%333,044CommonSHARED
060505104BACBank Of America Corp$114.1M0.59%3,389,603CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$113.5M0.59%1,091,562CommonSHARED
458140100INTCIntel Corp$108.5M0.56%2,159,032CommonSHARED
713448108PEPPepsiCo Inc$107.8M0.56%634,875CommonSHARED
00724F101ADBEAdobe Inc$104.3M0.54%174,849CommonSHARED
81762P102NOWServiceNow Inc$100.4M0.52%142,176CommonSHARED
007903107AMDAdvanced Micro Devices inc$95.9M0.50%650,504CommonSHARED
717081103PFEPfizer Inc$92.9M0.48%3,227,396CommonSHARED
437076102HDHome Depot Inc/The$87.9M0.46%253,657CommonSHARED
444859102HUMHumana Inc$83.9M0.44%183,265CommonSHARED
29355A107ENPHEnphase Energy Inc$83.0M0.43%627,983CommonSHARED
00BTN1Y11Medtronic Plc$82.9M0.43%1,006,372CommonSHARED
00B4BNMY3Accenture Plc$81.8M0.42%233,120CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$80.7M0.42%198,418CommonSHARED
58933Y105MRKMerck & Co Inc$79.6M0.41%729,764CommonSHARED
86771W105RUNSunrun Inc$77.6M0.40%3,952,506CommonSHARED
742718109PGProcter & Gamble Co/The$77.4M0.40%528,212CommonSHARED
30231G102XOMExxon Mobil Corp$75.1M0.39%751,200CommonSHARED
237266101DARDarling Ingredients Inc$74.4M0.39%1,492,158CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$71.9M0.37%745,515CommonSHARED
235851102DHRDanaher Corp$69.6M0.36%301,058CommonSHARED
617446448MSMorgan Stanley$66.9M0.35%716,892CommonSHARED
79466L302CRMSalesforce Inc$66.8M0.35%253,819CommonSHARED
22160K105COSTCostco Wholesale Corp$66.8M0.35%101,144CommonSHARED
00287Y109ABBVAbbVie Inc$66.7M0.35%430,648CommonSHARED
191216100KOCoca-Cola Co/The$66.6M0.35%1,130,032CommonSHARED
194162103CLColgate-Palmolive Co$65.2M0.34%817,980CommonSHARED
65339F101NEENextEra Energy Inc$64.4M0.33%1,059,979CommonSHARED
032095101APHAmphenol Corp$63.3M0.33%638,756CommonSHARED
580135101MCDMcdonald's Corp$60.8M0.32%204,893CommonSHARED
166764100CVXChevron Corp$59.7M0.31%400,501CommonSHARED
244199105DEDeere & Co$58.6M0.30%146,513CommonSHARED
64110L106NFLXNetflix Inc$58.6M0.30%120,314CommonSHARED
291011104EMREmerson Electric Co$58.3M0.30%599,415CommonSHARED
461202103INTUIntuit Inc$57.7M0.30%92,279CommonSHARED
042735100ARWArrow Electronics Inc$56.7M0.29%463,540CommonSHARED
09247X101BLKCHFBlackrock Inc$55.5M0.29%68,327CommonSHARED
882508104TXNTexas Instruments Inc$52.4M0.27%307,684CommonSHARED
70614W100PTONPeloton Interactive Inc$51.1M0.27%8,386,903CommonSHARED
45866F104ICEIntercontinental Exchange Inc$51.0M0.26%397,269CommonSHARED
002824100ABTAbbott Laboratories$50.2M0.26%455,764CommonSHARED
518439104ELEstee Lauder Cos Inc/The$49.7M0.26%339,753CommonSHARED
98978V103ZTSZoetis Inc$49.5M0.26%250,907CommonSHARED
907818108UNPUnion Pacific Corp$49.5M0.26%201,518CommonSHARED
25278X109FANGDiamondback Energy Inc$49.3M0.26%318,116CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$46.9M0.24%121,649CommonSHARED
228368106CCKCrown Holdings Inc$46.4M0.24%503,335CommonSHARED
031162100AMGNAmgen Inc$45.5M0.24%158,019CommonSHARED
46120E602ISRGIntuitive Surgical Inc$45.5M0.24%134,851CommonSHARED
243537107DECKDeckers Outdoor$45.0M0.23%67,375CommonSHARED
931142103WMTWalMart Inc$44.5M0.23%282,120CommonSHARED
000S9YS76Linde PLC$44.4M0.23%108,196CommonSHARED
459200101IBMInternational Business Machines Corp$43.6M0.23%266,460CommonSHARED
49177J102KVUEKenvue Inc$43.3M0.22%2,009,048CommonSHARED
125523100CICigna Corp$43.2M0.22%144,386CommonSHARED
20030N101CMCSAComcast Corp$42.2M0.22%961,457CommonSHARED
038222105AMATApplied Materials Inc$41.8M0.22%257,611CommonSHARED
92343V104VZVerizon Communications Inc$39.9M0.21%1,057,955CommonSHARED
808513105SCHWCharles Schwab Corp/The$39.7M0.21%577,535CommonSHARED
036752103ELVElevance Health Inc$39.5M0.20%83,705CommonSHARED
988498101YUMYum! Brands Inc$39.0M0.20%298,679CommonSHARED
369604301GEGeneral Electric Co$38.8M0.20%304,144CommonSHARED
58733R102MELIMercadolibre Inc$38.6M0.20%24,560CommonSHARED
773903109ROKRockwell Automation Inc$38.4M0.20%123,761CommonSHARED
74340W103PLDPrologis Inc$38.3M0.20%287,505CommonSHARED
576323109MTZMasTec Inc$37.9M0.20%499,914CommonSHARED
053015103ADPAutomatic Data Processing Inc$37.2M0.19%159,742CommonSHARED
722304102PDDPDD Holdings Inc$37.2M0.19%253,984CommonSHARED
654106103NKENike Inc$36.8M0.19%338,623CommonSHARED
46266C105IQVIQVIA Holdings Inc$36.6M0.19%158,140CommonSHARED
806857108SLBSchlumberger Nv$36.2M0.19%695,124CommonSHARED
149123101CATCaterpillar Inc$36.0M0.19%121,593CommonSHARED
452308109ITWIllinois Tool Works Inc$35.5M0.18%135,552CommonSHARED
03027X100AMTAmerican Tower Corp$34.5M0.18%159,805CommonSHARED
254687106DISWalt Disney Co/The$34.3M0.18%379,963CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$34.2M0.18%2,015,451CommonSHARED
949746101WMT2Wells Fargo & Co$33.7M0.17%684,465CommonSHARED
20825C104COPConocoPhillips$33.3M0.17%286,721CommonSHARED
517834107LVSLas Vegas Sands Corp$33.1M0.17%672,905CommonSHARED
01609W102BABAAlibaba Group Holding-Sp Adr$32.8M0.17%422,925CommonSHARED
03662Q105AKXANSYS Inc$32.3M0.17%89,133CommonSHARED
53814L108LTHM1EURLivent Corp$32.3M0.17%1,800,069CommonSHARED
512807108LRCXEURLam Research Corp$32.2M0.17%41,100CommonSHARED
070830104BBWIBath & Body Works Inc$31.6M0.16%732,786CommonSHARED
025816109AXPAmerican Express Co$30.4M0.16%162,321CommonSHARED
697435105PANWPalo Alto Networks Inc$29.7M0.15%100,813CommonSHARED
101137107BSXBoston Scientific Corp$29.4M0.15%508,592CommonSHARED
09260D107BXBlackstone Inc$28.5M0.15%217,483CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$28.4M0.15%32,293CommonSHARED
548661107LOWLowe's Cos Inc$27.5M0.14%123,711CommonSHARED
90353T100UBERUber Technologies Inc$27.3M0.14%443,810CommonSHARED
127387108CDNSCadence Design Systems Inc$27.3M0.14%100,285CommonSHARED
871607107SNPSSynopsys Inc$27.1M0.14%52,711CommonSHARED
110122108BMYBristol-Myers Squibb Co$27.1M0.14%527,240CommonSHARED
94106L109WMWaste Management Inc$27.0M0.14%150,768CommonSHARED
595112103MUMicron Technology Inc$26.9M0.14%315,399CommonSHARED
911312106UPSUnited Parcel Service Inc$26.9M0.14%171,143CommonSHARED
00BK9ZQ96Trane Technologies Plc$26.9M0.14%110,098CommonSHARED
482480100KLACKla Corp$26.5M0.14%45,611CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$26.4M0.14%326,516CommonSHARED
615369105MCOMoody's Corp$24.7M0.13%63,368CommonSHARED
126650100CVSCvs Health Corp$24.6M0.13%311,783CommonSHARED
126408103CSXCSX Corp$24.6M0.13%709,165CommonSHARED
00206R102TAT&T Inc$23.4M0.12%1,396,809CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$23.2M0.12%24,426CommonSHARED
00BLP1HW5Aon PLC$23.1M0.12%79,531CommonSHARED
00BJVNSS4Ferguson PLC$23.0M0.12%118,943CommonSHARED
863667101SYKStryker Corp$22.9M0.12%76,413CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$22.8M0.12%120,411CommonSHARED
00486H105ADTNAdtran Inc$22.8M0.12%3,105,474CommonSHARED
842587107SOSouthern Co/The$22.6M0.12%322,572CommonSHARED
872540109TJXTJX Cos Inc$22.6M0.12%241,095CommonSHARED
50540R409LSILaboratory Corp Of America Holdings$22.6M0.12%99,282CommonSHARED
609207105MDLZMondelez International Inc$22.2M0.12%306,767CommonSHARED
743315103PGRProgressive Corp$22.2M0.12%139,368CommonSHARED
416515104HIGHartford Financial Services Group Inc$22.2M0.12%276,048CommonSHARED
98138H101WDAYWorkday Inc$22.1M0.11%80,131CommonSHARED
902973304USBUs Bancorp$22.0M0.11%508,358CommonSHARED
040413106ANETEURArista Networks Inc$21.9M0.11%93,079CommonSHARED
00846U101AAgilent Technologies Inc$21.4M0.11%153,776CommonSHARED
855244109SBUXStarbucks Corp$21.2M0.11%221,292CommonSHARED
052769106ADSKAutodesk Inc$21.1M0.11%86,739CommonSHARED
00B8KQN82Eaton Corp PLC$21.0M0.11%87,382CommonSHARED
000953878Nxp Semiconductors Nv$21.0M0.11%91,441CommonSHARED
89677Q107TCOMTrip.com Group Ltd$20.9M0.11%580,818CommonSHARED
911363109URIUnited Rentals Inc$20.9M0.11%36,418CommonSHARED
682189105ONON Semiconductor Corp$20.8M0.11%249,441CommonSHARED
443510607HUBBHubbell Inc$20.8M0.11%63,101CommonSHARED
12572Q105CMECme Group Inc$20.7M0.11%98,317CommonSHARED
550021109LULULululemon Athletica Inc$20.6M0.11%40,347CommonSHARED
375558103GILDGilead Sciences Inc$20.4M0.11%251,626CommonSHARED
009158106APDAir Products And Chemicals Inc$20.3M0.11%74,029CommonSHARED
099502106BAHBooz Allen Hamilton Holding Corp$20.2M0.10%157,632CommonSHARED
40415F101HDBHdfc Bank Ltd-Adr$20.0M0.10%298,051CommonSHARED
824348106SHWSherwin-Williams Co/The$20.0M0.10%64,003CommonSHARED
26875P101EOGEOG Resources Inc$19.9M0.10%164,690CommonSHARED
032654105ADIAnalog Devices Inc$19.7M0.10%99,321CommonSHARED
29444U700EQIXEquinix Inc$19.7M0.10%24,459CommonSHARED
136635109CSIQCanadian Solar Inc$19.0M0.10%726,073CommonSHARED
48251W104KKRKkr & Co Inc$18.8M0.10%227,221CommonSHARED
28176E108EWEdwards Lifesciences Corp$18.5M0.10%243,091CommonSHARED
172967424CCitigroup Inc$18.4M0.10%357,930CommonSHARED
942749102WTSWatts Water Technologies Inc$18.3M0.10%87,824CommonSHARED
776696106ROPRoper Technologies Inc$18.0M0.09%32,941CommonSHARED
58155Q103MCKMckesson Corp$17.9M0.09%38,601CommonSHARED
172908105CTASCintas Corp$17.8M0.09%29,605CommonSHARED
075887109BDXBecton Dickinson And Co$17.4M0.09%71,559CommonSHARED
34959E109FTNTFortinet Inc$17.3M0.09%296,112CommonSHARED
693718108PCARPaccar Inc$17.3M0.09%176,798CommonSHARED
655844108NSCNorfolk Southern Corp$17.1M0.09%72,539CommonSHARED
278865100ECLEcolab Inc$16.9M0.09%85,408CommonSHARED
94106B101WCNWaste Connections Inc$16.9M0.09%113,267CommonSHARED
03769M106APOApollo Global Management Inc$16.8M0.09%180,556CommonSHARED
31428X106FDXFedex Corp$16.8M0.09%66,432CommonSHARED
231021106CMICummins Inc$16.8M0.09%70,004CommonSHARED
701094104PHParker-Hannifin Corp$16.8M0.09%36,399CommonSHARED
012653101ALBAlbemarle Corp$16.7M0.09%115,261CommonSHARED
40412C101HCAHca Healthcare Inc$16.4M0.09%60,682CommonSHARED
704326107PAYXPaychex Inc$16.4M0.09%137,812CommonSHARED
61174X109MNSTMonster Beverage Corp$16.2M0.08%281,424CommonSHARED
88579Y101MMM3m Co$16.1M0.08%147,384CommonSHARED
59156R108METMetlife Inc$15.8M0.08%239,368CommonSHARED
337738108FISVFiserv Inc$15.7M0.08%118,115CommonSHARED
311900104FASTFastenal Co$15.6M0.08%240,550CommonSHARED
Y7542C130STNGScorpio Tankers Inc$15.5M0.08%254,839CommonSHARED
60855R100MOHMolina Healthcare Inc$15.5M0.08%42,852CommonSHARED
384802104GWWWW Grainger Inc$15.4M0.08%18,577CommonSHARED
14448C104CARRCarrier Global Corp$15.4M0.08%267,884CommonSHARED
70450Y103PYPLPayPal Holdings Inc$15.3M0.08%248,914CommonSHARED
031100100AMEAMETEK Inc$15.1M0.08%91,737CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$14.8M0.08%36,538CommonSHARED
16119P108CHTRCharter Communications Inc$14.7M0.08%37,839CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$14.5M0.08%56,722CommonSHARED
871829107SYYSysco Corp$14.4M0.07%196,867CommonSHARED
09062X103BIIBBiogen Inc$14.4M0.07%55,464CommonSHARED
00BDCPN04Coca-Cola Europacific Partners Plc$14.2M0.07%213,454CommonSHARED
620076307MSIMotorola Solutions Inc$14.2M0.07%45,283CommonSHARED
89055F103BLDTopBuild Corp$14.0M0.07%37,427CommonSHARED
37940X102GPNGlobal Payments Inc$13.9M0.07%109,160CommonSHARED
252131107DXCMDexCom Inc$13.6M0.07%109,661CommonSHARED
G9460G101VALValaris Ltd$13.4M0.07%195,732CommonSHARED
03990B101ARESAres Management Corp$13.3M0.07%111,706CommonSHARED
89417E109TRVTravelers Cos Inc/The$13.2M0.07%69,503CommonSHARED
22822V101CCICrown Castle International Corp$13.2M0.07%114,172CommonSHARED
74460D109PSAPublic Storage$12.9M0.07%42,241CommonSHARED
87612E106TGTTarget Corp$12.7M0.07%89,243CommonSHARED
833445109SNOWSnowflake Inc$12.4M0.06%62,400CommonSHARED
98419M100XYLXylem Inc/Ny$12.4M0.06%108,505CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$12.4M0.06%22,350CommonSHARED
001055102AFLAflac Inc$12.4M0.06%150,223CommonSHARED
009066101ABNBAirbnb Inc$12.3M0.06%90,226CommonSHARED
816851109SRESempra Energy$12.3M0.06%164,221CommonSHARED
436440101HO1Hologic Inc$12.3M0.06%171,685CommonSHARED
336433107FSLRFirst Solar Inc$12.2M0.06%70,678CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$12.1M0.06%78,456CommonSHARED
674599105OXYOccidental Petroleum Corp$12.0M0.06%200,650CommonSHARED
12504L109CBRECBRE Group Inc$12.0M0.06%128,636CommonSHARED
45687V106IRIngersoll Rand Inc$11.7M0.06%151,438CommonSHARED
893641100TDGTransDigm Group Inc$11.5M0.06%11,404CommonSHARED
91913Y100VLOValero Energy Corp$11.4M0.06%87,311CommonSHARED
217204106CPRTCopart Inc$11.3M0.06%231,411CommonSHARED
053611109AVYAvery Dennison Corp$11.3M0.06%55,782CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$11.3M0.06%148,981CommonSHARED
68902V107OTISOtis Worldwide Corp$11.0M0.06%122,515CommonSHARED
12514G108CDWCdw Corp/De$11.0M0.06%48,202CommonSHARED
00BY7QL61Johnson Controls International PLC$10.8M0.06%187,581CommonSHARED
30063P105EXKExact Sciences Corp$10.7M0.06%144,418CommonSHARED
03073E105CORAmerisourcebergen Corp$10.5M0.05%51,023CommonSHARED
14040H105COFCapital One Financial Corp$10.4M0.05%79,461CommonSHARED
573874104MRVLMarvell Technology Inc$10.4M0.05%171,671CommonSHARED
571903202MARMarriott International Inc/Md$10.3M0.05%45,694CommonSHARED
670346105NUENuCor Corp$10.1M0.05%57,907CommonSHARED
957638109WALWestern Alliance Bancorp$10.0M0.05%152,669CommonSHARED
553498106MSAMSA Safety Inc$9.8M0.05%57,838CommonSHARED
744320102PRUPrudential Financial Inc$9.7M0.05%93,484CommonSHARED
74762E102QUREQuanta Services Inc$9.7M0.05%44,850CommonSHARED
83417M104SEDGSolarEdge Technologies Inc$9.6M0.05%102,516CommonSHARED
89832Q109TFCTruist Financial Corp$9.6M0.05%259,606CommonSHARED
370334104GISGeneral Mills Inc$9.5M0.05%146,489CommonSHARED
256677105DGDollar General Corp$9.5M0.05%70,181CommonSHARED
95040Q104WELLWelltower Inc$9.5M0.05%105,753CommonSHARED
026874784AIGAmerican International Group Inc$9.5M0.05%139,490CommonSHARED
053484101AVBAvalonbay Communities Inc$9.4M0.05%50,467CommonSHARED
778296103ROSTRoss Stores Inc$9.2M0.05%66,773CommonSHARED
345370860FFord Motor Co$9.2M0.05%753,507CommonSHARED
55354G100MSCIMsci Inc$9.1M0.05%16,107CommonSHARED
828806109SPGSimon Property Group Inc$9.1M0.05%63,615CommonSHARED
723787107PXDEURPioneer Natural Resources Co$9.1M0.05%40,320CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$9.0M0.05%49,667CommonSHARED
253868103DLRDigital Realty Trust Inc$8.9M0.05%66,369CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$8.8M0.05%46,224CommonSHARED
76954A103RIVNRivian Automotive Inc$8.8M0.05%375,626CommonSHARED
010299318TE Connectivity Ltd$8.7M0.05%62,086CommonSHARED
21037T109CEGConstellation Energy Corp$8.7M0.05%74,237CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$8.7M0.05%65,843CommonSHARED
363576109AJGArthur J Gallagher & Co$8.6M0.04%38,429CommonSHARED
260557103DOWDow Inc$8.6M0.04%156,902CommonSHARED
12738K109CDLRCadeler A/S$8.5M0.04%462,795CommonSHARED
24703L202DELLDell Technologies Inc$8.5M0.04%111,225CommonSHARED
494368103KMBKimberly-Clark Corp$8.5M0.04%69,790CommonSHARED
30040W108ESEversource Energy$8.5M0.04%137,062CommonSHARED
30225T102EXRExtra Space Storage Inc$8.5M0.04%52,738CommonSHARED
651639106NEMNewmont Corp$8.4M0.04%203,337CommonSHARED
G6683N103NUNU Holdings Ltd.$8.3M0.04%1,000,219CommonSHARED
22160N109CSGPCoStar Group Inc$8.3M0.04%95,202CommonSHARED
15135B101CNCCentene Corp$8.3M0.04%111,949CommonSHARED
929160109VMCVulcan Materials Co$8.2M0.04%35,966CommonSHARED
14149Y108CAHCardinal Health Inc$8.1M0.04%80,504CommonSHARED
14316J108CGCarlyle Group LP$8.1M0.04%199,118CommonSHARED
27579R104EWBCEast West Bancorp Inc$8.1M0.04%112,082CommonSHARED
60937P106MDBMongoDB Inc$8.0M0.04%19,503CommonSHARED
37045V100GMGeneral Motors Co$7.9M0.04%218,992CommonSHARED
23331A109DHIDr Horton Inc$7.8M0.04%51,635CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$7.8M0.04%61,676CommonSHARED
25746U109DDominion Energy Inc$7.8M0.04%166,402CommonSHARED
595017104MCHPMicrochip Technology Inc$7.8M0.04%86,412CommonSHARED
526057104LENLennar Corp A$7.8M0.04%52,259CommonSHARED
21036P108STZConstellation Brands Inc$7.6M0.04%31,498CommonSHARED
039483102ADMArcher-Daniels-Midland Co$7.6M0.04%105,041CommonSHARED
030420103AWKAmerican Water Works Co Inc$7.6M0.04%57,338CommonSHARED
03076C106AMPAmeriprise Financial Inc$7.6M0.04%19,897CommonSHARED
49338L103KEYSKeysight Technologies Inc$7.4M0.04%46,732CommonSHARED
69331C108PCGPg&E Corp$7.4M0.04%411,176CommonSHARED
756109104ORealty Income Corp$7.4M0.04%128,768CommonSHARED
064058100BKBank Of New York Mellon Corp/The$7.4M0.04%141,985CommonSHARED
969457100WMBWilliams Cos Inc/The$7.4M0.04%211,692CommonSHARED
760759100RSGRepublic Services Inc$7.4M0.04%44,576CommonSHARED
848637104SPLKCHFSplunk Inc$7.3M0.04%48,043CommonSHARED
852234103XYZBlock Inc$7.2M0.04%93,155CommonSHARED
31620M106FISFidelity National Information Services Inc$7.1M0.04%118,495CommonSHARED
682680103OKEOneok Inc$7.1M0.04%100,997CommonSHARED
40434L105HPQHP Inc$7.0M0.04%233,915CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$7.0M0.04%210,485CommonSHARED
30161N101EXCExelon Corp$7.0M0.04%194,003CommonSHARED
020002101ALLAllstate Corp/The$6.9M0.04%49,443CommonSHARED
45784P101PODDInsulet Corp$6.9M0.04%31,650CommonSHARED
693506107PPGPpg Industries Inc$6.8M0.04%45,577CommonSHARED
209115104EDConsolidated Edison Inc$6.7M0.03%73,642CommonSHARED
16411R208LNGCheniere Energy Inc$6.7M0.03%39,241CommonSHARED
806407102HSICHenry Schein Inc$6.7M0.03%88,349CommonSHARED
92345Y106VRSKVerisk Analytics Inc$6.7M0.03%27,941CommonSHARED
50212V100LPLALPL Financial Holdings Inc$6.7M0.03%29,271CommonSHARED
42809H107HESHess Corp$6.5M0.03%45,233CommonSHARED
00B4Q5ZN4Jazz Pharmaceuticals PLC$6.4M0.03%52,412CommonSHARED
049468101TEAMAtlassian Corp$6.4M0.03%26,879CommonSHARED
34959J108FTVFortive Corp$6.4M0.03%86,644CommonSHARED
427866108HSYHershey Co/The$6.4M0.03%34,113CommonSHARED
281020107EIXEdison International$6.3M0.03%88,253CommonSHARED
500754106KHCKraft Heinz Co$6.2M0.03%168,866CommonSHARED
60770K107MRNAModerna Inc$6.2M0.03%62,201CommonSHARED
26614N102DDDuPont De Nemours Inc$6.0M0.03%77,901CommonSHARED
501044101KRKroger Co/The$5.9M0.03%129,992CommonSHARED
171340102CHDChurch & Dwight Co Inc$5.9M0.03%62,763CommonSHARED
88339J105TTDTrade Desk Inc$5.9M0.03%82,327CommonSHARED
339041105FLT1EURFleetcor Technologies Inc$5.9M0.03%20,877CommonSHARED
256746108DLTRDollar Tree Inc$5.9M0.03%41,486CommonSHARED
05722G100BKRBaker Hughes Co$5.9M0.03%171,772CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$5.9M0.03%95,733CommonSHARED
366651107ITGartner Inc$5.8M0.03%12,917CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$5.8M0.03%126,375CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$5.7M0.03%27,790CommonSHARED
001054566CNH Industrial NV$5.7M0.03%465,977CommonSHARED
690742101OCOwens Corning$5.7M0.03%38,119CommonSHARED
501889208LKQLKQ Corp$5.6M0.03%117,484CommonSHARED
34965K107FTREFortrea Holdings Inc W/I$5.6M0.03%160,272CommonSHARED
74251V102PFGPrincipal Financial Group Inc$5.6M0.03%71,075CommonSHARED
49456B101KMIKinder Morgan Inc$5.6M0.03%315,847CommonSHARED
69608A108PLTRPalantir Technologies Inc$5.6M0.03%324,290CommonSHARED
372460105GPCGenuine Parts Co$5.5M0.03%39,917CommonSHARED
278642103EBAYeBay Inc$5.5M0.03%125,842CommonSHARED
12008R107BLDRBuilders FrstSrc$5.4M0.03%32,523CommonSHARED
22052L104CTVACorteva Inc$5.4M0.03%112,792CommonSHARED
294429105EFXEquifax Inc$5.4M0.03%21,827CommonSHARED
526107107LIILennox International Inc$5.4M0.03%12,051CommonSHARED
23804L103DDOGDatadog Inc$5.4M0.03%44,184CommonSHARED
09581B103OWLBlue Owl Capital Inc$5.3M0.03%357,814CommonSHARED
406216101HALHalliburton Co$5.3M0.03%147,435CommonSHARED
254709108DFSEURDiscover Financial Services$5.3M0.03%47,366CommonSHARED
922475108VEEVVeeva Systems Inc$5.3M0.03%27,650CommonSHARED
00B783TY6Aptiv PLC$5.3M0.03%59,186CommonSHARED
955306105WSTWest Pharmaceutical Services INC$5.3M0.03%15,019CommonSHARED
G0450A105ACGLArch Capital Group Ltd$5.2M0.03%70,082CommonSHARED
695156109PKGPackaging Corp of America$5.2M0.03%31,834CommonSHARED
631103108NDAQNasdaq Inc$5.2M0.03%89,144CommonSHARED
00BDB6Q21Willis Towers Watson PLC$5.2M0.03%21,439CommonSHARED
925652109VICIVICI Properties Inc$5.2M0.03%162,158CommonSHARED
74144T108TROWT Rowe Price Group Inc$5.2M0.03%47,984CommonSHARED
931427108WFCWalgreens Boots Alliance Inc$5.2M0.03%197,399CommonSHARED
18915M107NETCloudflare Inc$5.1M0.03%61,558CommonSHARED
74834L100DGXQuest Diagnostics Inc$5.1M0.03%37,101CommonSHARED
540424108LLoews Corp$5.1M0.03%73,227CommonSHARED
941848103WATWaters Corp$5.1M0.03%15,365CommonSHARED
902252105TYLTyler Technologies Inc$5.0M0.03%12,053CommonSHARED
7591EP100RFRegions Financial Corp$5.0M0.03%260,013CommonSHARED
000886286Royal Caribbean Cruises Ltd$5.0M0.03%38,779CommonSHARED
127097103CTRACoterra Energy Inc$4.9M0.03%193,677CommonSHARED
87165B103SYFSynchrony Financial$4.9M0.03%129,337CommonSHARED
316773100FITBFifth Third Bancorp$4.9M0.03%143,111CommonSHARED
78410G104SBACSBA Communications Corp$4.9M0.03%19,233CommonSHARED
989207105ZBRAZebra Technologies Corp$4.9M0.03%17,760CommonSHARED
92276F100VTRVentas Inc$4.8M0.03%97,103CommonSHARED
55261F104MTBM&T Bank Corp$4.8M0.02%35,112CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$4.8M0.02%62,127CommonSHARED
058498106BALLBall Corp$4.8M0.02%83,066CommonSHARED
857477103STTState Street Corp$4.7M0.02%61,228CommonSHARED
92338C103VLTOVeralto Corp$4.7M0.02%57,270CommonSHARED
98980G102ZSZscaler Inc$4.7M0.02%21,180CommonSHARED
29476L107EQREquity Residential$4.6M0.02%75,783CommonSHARED
70432V102PAYCPaycom Software Inc$4.6M0.02%22,347CommonSHARED
452327109ILMNIllumina Inc$4.6M0.02%32,980CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$4.6M0.02%34,134CommonSHARED
25179M103DVNDevon Energy Corp$4.6M0.02%101,189CommonSHARED
216648402Cooper Cos Inc/The$4.6M0.02%12,095CommonSHARED
219350105GLWCorning Inc$4.6M0.02%150,041CommonSHARED
934423104WBDWarner Bros Discovery Inc$4.6M0.02%400,790CommonSHARED
000943499Lyondellbasell Industries NV$4.5M0.02%47,731CommonSHARED
745867101PHMPultegroup Inc$4.5M0.02%43,391CommonSHARED
761152107RMDResMed Inc$4.5M0.02%26,030CommonSHARED
142339100CSLCarlisle Companies Inc$4.5M0.02%14,281CommonSHARED
00971T101AKAMAkamai Technologies Inc$4.3M0.02%36,598CommonSHARED
260003108DOVDover Corp$4.3M0.02%27,695CommonSHARED
466313103JBLJabil Inc$4.3M0.02%33,379CommonSHARED
443201108HWMHowmet Aerospace Inc$4.3M0.02%78,542CommonSHARED
297178105ESSEssex Property Trust Inc$4.2M0.02%16,987CommonSHARED
00BJ1F307Amcor PLC$4.2M0.02%434,571CommonSHARED
962166104WYWeyerhaeuser Co$4.2M0.02%120,200CommonSHARED
460690100IPGInterpublic Group Of Cos Inc/The$4.2M0.02%127,695CommonSHARED
02665T306AMHAmerican Homes 4 Rent$4.2M0.02%115,600CommonSHARED
892356106TSCOTractor Supply Co$4.2M0.02%19,306CommonSHARED
00BLS09M3Pentair PLC$4.1M0.02%56,587CommonSHARED
29364G103ETREntergy Corp$4.1M0.02%40,405CommonSHARED
00766T100ACMAecom$4.1M0.02%44,066CommonSHARED
858119100STLDSteel Dynamics Inc$4.1M0.02%34,486CommonSHARED
681919106OMCOmnicom Group Inc$4.1M0.02%47,034CommonSHARED
19260Q107COINCoinbase Global Inc$4.0M0.02%23,068CommonSHARED
G3223R108EGEverest Group Ltd$4.0M0.02%11,253CommonSHARED
086516101BBYBest Buy Co Inc$4.0M0.02%50,823CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$4.0M0.02%312,108CommonSHARED
09075V102BNTXBioNTech SE$4.0M0.02%37,490CommonSHARED
64110D104NTAPNetApp Inc$3.9M0.02%44,738CommonSHARED
000571120ICON Plc$3.9M0.02%13,860CommonSHARED
15189T107CNPCenterPoint Energy Inc$3.9M0.02%136,913CommonSHARED
98980L101ZNGAZoom Video Communications Inc$3.9M0.02%54,141CommonSHARED
016255101ALGNAlign Technology Inc$3.9M0.02%14,101CommonSHARED
833034101SNASnap-On Inc$3.9M0.02%13,352CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.8M0.02%31,602CommonSHARED
150870103CECelanese Corp$3.8M0.02%24,747CommonSHARED
513272104LWLamb Weston Holdings Inc$3.8M0.02%35,394CommonSHARED
237194105DRIDarden Restaurants Inc$3.8M0.02%23,245CommonSHARED
574599106MASMasco Corp$3.8M0.02%56,860CommonSHARED
56035L104MAINMain Street Capital Corp$3.8M0.02%87,406CommonSHARED
05464C101AXONAxon Enterprise Inc$3.8M0.02%14,591CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$3.8M0.02%13,233CommonSHARED
934550203WMGWarner Music Group Corp$3.7M0.02%104,251CommonSHARED
25809K105DASHDoorDash Inc$3.7M0.02%37,560CommonSHARED
42250P103DOCHealthpeak Properties INC$3.7M0.02%187,090CommonSHARED
770323103RHIRobert Half International Inc$3.7M0.02%42,112CommonSHARED
759509102RSReliance Steel & Aluminum Co$3.7M0.02%13,190CommonSHARED
302130109EXPDExpeditors International of Washington Inc$3.7M0.02%28,708CommonSHARED
049560105ATOAtmos Energy Corp$3.6M0.02%31,479CommonSHARED
115637209BF/BBrown-Forman Corp$3.6M0.02%63,038CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$3.6M0.02%28,262CommonSHARED
45167R104IEXIdex Corp$3.6M0.02%16,392CommonSHARED
125896100CMSCMS Energy Corp$3.5M0.02%61,109CommonSHARED
49446R109KIMKimco Realty Corp$3.5M0.02%165,949CommonSHARED
72352L106PINSPinterest Inc$3.5M0.02%95,444CommonSHARED
011440532Garmin Ltd$3.5M0.02%27,388CommonSHARED
445658107JBHTJb Hunt Transport Services Inc$3.5M0.02%17,594CommonSHARED
46187W107INVHInvitation Homes Inc$3.5M0.02%102,347CommonSHARED
29670G102WTRGEssential Utilities Inc$3.5M0.02%93,174CommonSHARED
30212P303EXPEExpedia Group Inc$3.5M0.02%22,853CommonSHARED
96145D105WRKUSDWestRock Co$3.5M0.02%83,446CommonSHARED
60871R209TAPMolson Coors Beverage Co$3.5M0.02%56,503CommonSHARED
00BFY8C75Steris plc$3.5M0.02%15,729CommonSHARED
418056107HASHasbro Inc$3.4M0.02%67,483CommonSHARED
758849103REGRegency Centers Corp$3.4M0.02%50,498CommonSHARED
00BFRT3W7Allegion PLC$3.4M0.02%26,555CommonSHARED
754730109RJFRaymond James Financial Inc$3.3M0.02%29,930CommonSHARED
92537N108VRTVertiv Holdings Co$3.3M0.02%68,405CommonSHARED
46284V101IRMIron Mountain Inc$3.3M0.02%46,942CommonSHARED
000068766AerCap Holdings NV$3.3M0.02%44,134CommonSHARED
487836108KKellogg Co$3.3M0.02%58,637CommonSHARED
854502101SWKStanley Black & Decker Inc$3.3M0.02%33,357CommonSHARED
315616102FFIVF5 Inc$3.3M0.02%18,233CommonSHARED
771049103RBLXRoblox Corp$3.3M0.02%71,276CommonSHARED
65249B109NWSANews Corp$3.2M0.02%131,605CommonSHARED
12503M108CBOECBOE Global Markets Inc$3.2M0.02%18,059CommonSHARED
143658300CCL1EURCarnival Corp$3.2M0.02%173,325CommonSHARED
071813109BAXBaxter International Inc$3.2M0.02%83,017CommonSHARED
92556V106VTRSViatris Inc$3.2M0.02%295,619CommonSHARED
565849106MRO*Marathon Oil Corp$3.2M0.02%132,320CommonSHARED
531229755FWONKLiberty Media Corp - C$3.2M0.02%50,618CommonSHARED
714046109RVTYRevvity Inc$3.2M0.02%29,148CommonSHARED
880770102TERTeradyne Inc$3.2M0.02%29,251CommonSHARED
189054109CLXClorox Co/The$3.2M0.02%22,130CommonSHARED
302635206FSKFS KKR Capital Corp$3.1M0.02%156,137CommonSHARED
35137L105FOXAFox Corp A$3.1M0.02%104,536CommonSHARED
035710839NLYAnnaly Capital Management Inc$3.1M0.02%159,613CommonSHARED
775711104ROLRollins Inc$3.1M0.02%70,374CommonSHARED
521865204LEALear Corp$3.1M0.02%21,629CommonSHARED
655663102NDSNNordson Corp$3.0M0.02%11,518CommonSHARED
83304A106SNAPSnap Inc$3.0M0.02%178,237CommonSHARED
00BKVD2N4Seagate Technology Holdings Plc$3.0M0.02%35,233CommonSHARED
87612G101TRGPTarga Resources Corp$3.0M0.02%34,522CommonSHARED
896239100TRMBTrimble Inc$3.0M0.02%55,474CommonSHARED
832696405SJMJ M Smucker Co/The$2.9M0.02%23,295CommonSHARED
460146103IPInternational Paper Co$2.9M0.02%81,125CommonSHARED
92936U109WPCWP Carey Inc$2.9M0.02%45,029CommonSHARED
92343E102VRSNVeriSign Inc$2.9M0.02%14,051CommonSHARED
101121101BXPBoston Properties Inc$2.9M0.02%41,219CommonSHARED
579780206MKCMccormick & Co Inc/Md$2.9M0.02%42,231CommonSHARED
668771108GENGen Digital Inc$2.9M0.01%126,315CommonSHARED
665859104NTRSNorthern Trust Corp$2.9M0.01%34,144CommonSHARED
92763W103VIPSVipshop Holdings Ltd - Adr$2.9M0.01%161,461CommonSHARED
G4660A103HSHPHimalaya Shipping Ltd$2.8M0.01%420,673CommonSHARED
00BMVP7Y0Royalty Pharma PLC$2.8M0.01%100,906CommonSHARED
384109104GGGGraco Inc$2.8M0.01%32,648CommonSHARED
130064626Bunge Ltd$2.8M0.01%27,889CommonSHARED
125269100CFCF Industries Holdings Inc$2.8M0.01%35,358CommonSHARED
34964C106FBINFortune Brands Home & Security Inc$2.8M0.01%36,479CommonSHARED
134429109CPBCampbell Soup Co$2.8M0.01%64,239CommonSHARED
084423102WRBW R Berkley Corp$2.7M0.01%38,736CommonSHARED
172062101CINFCincinnati Financial Corp$2.7M0.01%26,459CommonSHARED
115236101BROBrown & Brown Inc$2.7M0.01%38,440CommonSHARED
29362U104ENTGEntegris Inc$2.7M0.01%22,707CommonSHARED
05965X109BSACBanco Santander Chile - ADR$2.7M0.01%136,931CommonSHARED
36467J108GLPIGaming and Leisure Properties Inc$2.7M0.01%53,845CommonSHARED
44107P104HSTHost Hotels & Resorts Inc$2.7M0.01%136,269CommonSHARED
354613101BENFranklin Resources Inc$2.6M0.01%88,760CommonSHARED
538034109LYVLive Nation Entertainment Inc$2.6M0.01%27,962CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.