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DnB Asset Management AS

Q1 2024 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2024-04-12 · accession 0000950123-24-003256

$19.18B
Reported value
705
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 705

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.48B7.72%3,520,072CommonSHARED
30303M102METAMeta Platforms Inc$1.22B6.36%2,511,874CommonSHARED
02079K305GOOGLAlphabet Inc - A$1.12B5.86%7,448,443CommonSHARED
67066G104NVDANvidia Corp$919.8M4.80%1,017,945CommonSHARED
037833100AAPLApple Inc$624.0M3.25%3,638,780CommonSHARED
023135106AMZNAmazon.Com Inc$533.4M2.78%2,957,089CommonSHARED
958102105WDCWestern Digital Corp$522.1M2.72%7,650,830CommonSHARED
92826C839VVisa Inc$504.7M2.63%1,808,314CommonSHARED
57636Q104MAMastercard Inc$404.4M2.11%839,851CommonSHARED
001082411Check Point Software Technologies Ltd$347.9M1.81%2,121,489CommonSHARED
68389X105ORCLOracle Corp$269.4M1.40%2,144,659CommonSHARED
532457108LLYEli Lilly & Co$266.2M1.39%342,133CommonSHARED
747525103QCOMQualcomm Inc$253.8M1.32%1,498,862CommonSHARED
46625H100JPMJPMorgan Chase & Co$230.2M1.20%1,149,265CommonSHARED
285512109EAElectronic Arts Inc$221.8M1.16%1,671,938CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$219.1M1.14%1,610,412CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$195.7M1.02%1,317,933CommonSHARED
478160104JNJJohnson & Johnson$192.0M1.00%1,213,982CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$189.8M0.99%5,411,610CommonSHARED
02079K107GOOGAlphabet Inc - C$176.2M0.92%1,157,457CommonSHARED
004432874Chubb Ltd$139.0M0.72%536,404CommonSHARED
40434L105HPQHP Inc$136.7M0.71%4,522,247CommonSHARED
595112103MUMicron Technology Inc$131.9M0.69%1,118,598CommonSHARED
83088M102SWKSSkyworks Solutions Inc$130.4M0.68%1,204,255CommonSHARED
872590104TMUST-Mobile US Inc$129.3M0.67%792,268CommonSHARED
11135F101AVGOBroadcom Inc$124.1M0.65%93,668CommonSHARED
17275R102CSCOCisco Systems Inc$119.3M0.62%2,389,501CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$118.6M0.62%282,094CommonSHARED
060505104BACBank Of America Corp$118.2M0.62%3,116,338CommonSHARED
78409V104SPGIS&P Global Inc$116.4M0.61%273,598CommonSHARED
69370C100PTCPTC Inc$107.6M0.56%569,336CommonSHARED
458140100INTCIntel Corp$105.5M0.55%2,388,119CommonSHARED
88160R101TSLATesla Inc$105.4M0.55%599,614CommonSHARED
91324P102UNHUnitedhealth Group Inc$104.4M0.54%210,939CommonSHARED
883556102TMOThermo Fisher Scientific Inc$102.1M0.53%175,676CommonSHARED
81762P102NOWServiceNow Inc$101.7M0.53%133,441CommonSHARED
30231G102XOMExxon Mobil Corp$99.1M0.52%852,231CommonSHARED
713448108PEPPepsiCo Inc$90.7M0.47%518,487CommonSHARED
00BTN1Y11Medtronic Plc$87.7M0.46%1,006,311CommonSHARED
58933Y105MRKMerck & Co Inc$85.3M0.44%646,425CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$79.9M0.42%191,250CommonSHARED
00287Y109ABBVAbbVie Inc$79.2M0.41%435,124CommonSHARED
437076102HDHome Depot Inc/The$76.8M0.40%200,207CommonSHARED
617446448MSMorgan Stanley$76.2M0.40%809,645CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$75.7M0.39%867,187CommonSHARED
444859102HUMHumana Inc$70.0M0.37%201,937CommonSHARED
00724F101ADBEAdobe Inc$69.4M0.36%137,602CommonSHARED
291011104EMREmerson Electric Co$68.7M0.36%605,999CommonSHARED
007903107AMDAdvanced Micro Devices inc$67.4M0.35%373,589CommonSHARED
042735100ARWArrow Electronics Inc$67.4M0.35%520,592CommonSHARED
29355A107ENPHEnphase Energy Inc$66.1M0.34%546,516CommonSHARED
166764100CVXChevron Corp$63.2M0.33%400,650CommonSHARED
65339F101NEENextEra Energy Inc$62.7M0.33%980,974CommonSHARED
79466L302CRMSalesforce Inc$62.3M0.32%206,917CommonSHARED
742718109PGProcter & Gamble Co/The$61.7M0.32%380,464CommonSHARED
64110L106NFLXNetflix Inc$61.5M0.32%101,280CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$61.2M0.32%146,541CommonSHARED
369604301GEGeneral Electric Co$58.0M0.30%330,236CommonSHARED
882508104TXNTexas Instruments Inc$57.0M0.30%327,331CommonSHARED
194162103CLColgate-Palmolive Co$56.1M0.29%622,929CommonSHARED
25278X109FANGDiamondback Energy Inc$56.0M0.29%282,749CommonSHARED
237266101DARDarling Ingredients Inc$54.4M0.28%1,170,069CommonSHARED
243537107DECKDeckers Outdoor$53.7M0.28%57,048CommonSHARED
09247X101BLKCHFBlackrock Inc$53.3M0.28%63,947CommonSHARED
22160K105COSTCostco Wholesale Corp$52.3M0.27%71,336CommonSHARED
002824100ABTAbbott Laboratories$51.2M0.27%450,489CommonSHARED
032095101APHAmphenol Corp$49.4M0.26%428,008CommonSHARED
46120E602ISRGIntuitive Surgical Inc$49.1M0.26%123,076CommonSHARED
98980G102ZSZscaler Inc$48.6M0.25%252,480CommonSHARED
461202103INTUIntuit Inc$45.9M0.24%70,599CommonSHARED
518439104ELEstee Lauder Cos Inc/The$45.5M0.24%295,357CommonSHARED
20717M1038QRConfluent CL A ORD$45.1M0.24%1,478,430CommonSHARED
191216100KOCoca-Cola Co/The$45.0M0.23%736,125CommonSHARED
86771W105RUNSunrun Inc$44.7M0.23%3,389,996CommonSHARED
907818108UNPUnion Pacific Corp$44.2M0.23%179,701CommonSHARED
806857108SLBSchlumberger Nv$44.0M0.23%802,569CommonSHARED
235851102DHRDanaher Corp$43.9M0.23%175,700CommonSHARED
038222105AMATApplied Materials Inc$43.6M0.23%211,231CommonSHARED
576323109MTZMasTec Inc$43.4M0.23%465,734CommonSHARED
125523100CICigna Corp$42.9M0.22%118,027CommonSHARED
931142103WMTWalMart Inc$41.6M0.22%691,783CommonSHARED
988498101YUMYum! Brands Inc$40.8M0.21%294,419CommonSHARED
244199105DEDeere & Co$40.6M0.21%98,867CommonSHARED
20825C104COPConocoPhillips$39.3M0.20%308,694CommonSHARED
000S9YS76Linde PLC$38.5M0.20%82,955CommonSHARED
45866F104ICEIntercontinental Exchange Inc$38.1M0.20%276,907CommonSHARED
228368106CCKCrown Holdings Inc$38.0M0.20%478,846CommonSHARED
717081103PFEPfizer Inc$37.8M0.20%1,361,372CommonSHARED
70614W100PTONPeloton Interactive Inc$36.5M0.19%8,519,484CommonSHARED
452308109ITWIllinois Tool Works Inc$36.0M0.19%134,189CommonSHARED
92343V104VZVerizon Communications Inc$36.0M0.19%857,497CommonSHARED
512807108LRCXEURLam Research Corp$35.2M0.18%36,217CommonSHARED
254687106DISWalt Disney Co/The$34.8M0.18%284,230CommonSHARED
00B4BNMY3Accenture Plc$34.1M0.18%98,410CommonSHARED
580135101MCDMcdonald's Corp$33.3M0.17%117,983CommonSHARED
053015103ADPAutomatic Data Processing Inc$32.8M0.17%131,437CommonSHARED
701094104PHParker-Hannifin Corp$32.7M0.17%58,819CommonSHARED
808513105SCHWCharles Schwab Corp/The$32.4M0.17%447,273CommonSHARED
09260D107BXBlackstone Inc$32.3M0.17%246,232CommonSHARED
070830104BBWIBath & Body Works Inc$32.2M0.17%644,002CommonSHARED
49177J102KVUEKenvue Inc$31.9M0.17%1,485,950CommonSHARED
09857L108BKNGBooking Holdings Inc$31.6M0.16%8,719CommonSHARED
459200101IBMInternational Business Machines Corp$31.5M0.16%164,844CommonSHARED
031162100AMGNAmgen Inc$31.4M0.16%110,315CommonSHARED
949746101WMT2Wells Fargo & Co$31.2M0.16%538,159CommonSHARED
90353T100UBERUber Technologies Inc$30.5M0.16%396,763CommonSHARED
482480100KLACKla Corp$30.5M0.16%43,600CommonSHARED
00B8KQN82Eaton Corp PLC$30.2M0.16%96,713CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$30.1M0.16%31,234CommonSHARED
036752103ELVElevance Health Inc$29.6M0.15%57,006CommonSHARED
025816109AXPAmerican Express Co$29.5M0.15%129,664CommonSHARED
89677Q107TCOMTrip.com Group Ltd$29.1M0.15%662,550CommonSHARED
654106103NKENike Inc$28.2M0.15%300,399CommonSHARED
893641100TDGTransDigm Group Inc$28.1M0.15%22,818CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$28.0M0.15%325,446CommonSHARED
871607107SNPSSynopsys Inc$27.8M0.14%48,582CommonSHARED
01609W102BABAAlibaba Group Holding-Sp Adr$27.1M0.14%374,664CommonSHARED
20030N101CMCSAComcast Corp$27.1M0.14%625,202CommonSHARED
00BM9HZ11Arcadium Lithium PLC$27.0M0.14%6,263,252CommonSHARED
58733R102MELIMercadolibre Inc$25.7M0.13%17,025CommonSHARED
03027X100AMTAmerican Tower Corp$25.6M0.13%129,592CommonSHARED
911312106UPSUnited Parcel Service Inc$25.0M0.13%168,313CommonSHARED
416515104HIGHartford Financial Services Group Inc$24.8M0.13%240,947CommonSHARED
902973304USBUs Bancorp$24.8M0.13%553,832CommonSHARED
040413106ANETEURArista Networks Inc$24.3M0.13%83,952CommonSHARED
517834107LVSLas Vegas Sands Corp$24.3M0.13%470,767CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$24.2M0.13%21,445CommonSHARED
126408103CSXCSX Corp$24.2M0.13%652,948CommonSHARED
29082A107EMBJEmbraer SA ADR$24.1M0.13%905,200CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$23.6M0.12%73,468CommonSHARED
00BJVNSS4Ferguson PLC$23.5M0.12%107,625CommonSHARED
697435105PANWPalo Alto Networks Inc$23.4M0.12%82,245CommonSHARED
911363109URIUnited Rentals Inc$23.2M0.12%32,218CommonSHARED
172967424CCitigroup Inc$23.2M0.12%366,495CommonSHARED
615369105MCOMoody's Corp$23.1M0.12%58,695CommonSHARED
172908105CTASCintas Corp$23.1M0.12%33,573CommonSHARED
548661107LOWLowe's Cos Inc$22.7M0.12%89,238CommonSHARED
693718108PCARPaccar Inc$22.3M0.12%180,231CommonSHARED
26875P101EOGEOG Resources Inc$22.0M0.11%172,260CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$21.9M0.11%106,417CommonSHARED
824348106SHWSherwin-Williams Co/The$21.8M0.11%62,811CommonSHARED
48251W104KKRKkr & Co Inc$21.5M0.11%213,795CommonSHARED
94106B101WCNWaste Connections Inc$20.9M0.11%121,372CommonSHARED
443510607HUBBHubbell Inc$20.8M0.11%50,132CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$20.8M0.11%128,542CommonSHARED
19260Q107COINCoinbase Global Inc$20.5M0.11%77,485CommonSHARED
98138H101WDAYWorkday Inc$20.3M0.11%74,522CommonSHARED
03769M106APOApollo Global Management Inc$19.7M0.10%175,266CommonSHARED
00206R102TAT&T Inc$19.7M0.10%1,117,293CommonSHARED
127387108CDNSCadence Design Systems Inc$19.6M0.10%63,104CommonSHARED
74340W103PLDPrologis Inc$19.4M0.10%148,671CommonSHARED
863667101SYKStryker Corp$19.3M0.10%54,065CommonSHARED
743315103PGRProgressive Corp$19.1M0.10%92,212CommonSHARED
40412C101HCAHca Healthcare Inc$19.0M0.10%57,017CommonSHARED
872540109TJXTJX Cos Inc$19.0M0.10%187,221CommonSHARED
00486H105ADTNAdtran Inc$18.9M0.10%3,472,039CommonSHARED
28176E108EWEdwards Lifesciences Corp$18.8M0.10%196,296CommonSHARED
110122108BMYBristol-Myers Squibb Co$18.2M0.09%335,550CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$18.2M0.09%17,995CommonSHARED
231021106CMICummins Inc$17.9M0.09%60,675CommonSHARED
60855R100MOHMolina Healthcare Inc$17.7M0.09%43,193CommonSHARED
682189105ONON Semiconductor Corp$17.6M0.09%239,519CommonSHARED
69608A108PLTRPalantir Technologies Inc$17.3M0.09%753,566CommonSHARED
31428X106FDXFedex Corp$17.2M0.09%59,294CommonSHARED
609207105MDLZMondelez International Inc$17.1M0.09%244,528CommonSHARED
98978V103ZTSZoetis Inc$17.0M0.09%100,745CommonSHARED
031100100AMEAMETEK Inc$17.0M0.09%92,776CommonSHARED
842587107SOSouthern Co/The$16.6M0.09%231,570CommonSHARED
58155Q103MCKMckesson Corp$16.5M0.09%30,652CommonSHARED
03662Q105AKXANSYS Inc$16.4M0.09%47,274CommonSHARED
92537N108VRTVertiv Holdings Co$16.3M0.08%199,112CommonSHARED
032654105ADIAnalog Devices Inc$16.2M0.08%82,055CommonSHARED
655844108NSCNorfolk Southern Corp$16.2M0.08%63,385CommonSHARED
101137107BSXBoston Scientific Corp$16.0M0.08%233,846CommonSHARED
855244109SBUXStarbucks Corp$16.0M0.08%174,574CommonSHARED
00BK9ZQ96Trane Technologies Plc$15.9M0.08%53,065CommonSHARED
075887109BDXBecton Dickinson And Co$15.9M0.08%64,294CommonSHARED
004826551Transocean Ltd$15.7M0.08%2,496,112CommonSHARED
G9460G101VALValaris Ltd$15.3M0.08%203,664CommonSHARED
94106L109WMWaste Management Inc$15.3M0.08%71,624CommonSHARED
70450Y103PYPLPayPal Holdings Inc$15.2M0.08%226,460CommonSHARED
126650100CVSCvs Health Corp$15.1M0.08%189,724CommonSHARED
550021109LULULululemon Athletica Inc$15.1M0.08%38,714CommonSHARED
03990B101ARESAres Management Corp$15.1M0.08%113,404CommonSHARED
61174X109MNSTMonster Beverage Corp$15.0M0.08%252,927CommonSHARED
337738108FISVFiserv Inc$15.0M0.08%93,801CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$14.9M0.08%67,994CommonSHARED
G9456A100GLNGGolar LNG LTD$14.6M0.08%606,184CommonSHARED
12514G108CDWCdw Corp/De$14.5M0.08%56,607CommonSHARED
375558103GILDGilead Sciences Inc$14.5M0.08%197,638CommonSHARED
89417E109TRVTravelers Cos Inc/The$14.2M0.07%61,813CommonSHARED
14448C104CARRCarrier Global Corp$14.2M0.07%244,654CommonSHARED
252131107DXCMDexCom Inc$13.8M0.07%99,440CommonSHARED
88579Y101MMM3M Co$13.7M0.07%128,946CommonSHARED
573874104MRVLMarvell Technology Inc$13.6M0.07%192,225CommonSHARED
24703L202DELLDell Technologies Inc$13.5M0.07%118,731CommonSHARED
009066101ABNBAirbnb Inc$13.5M0.07%81,613CommonSHARED
29444U700EQIXEquinix Inc$13.4M0.07%16,293CommonSHARED
136635109CSIQCanadian Solar Inc$13.3M0.07%675,143CommonSHARED
436440101HO1Hologic Inc$13.1M0.07%168,206CommonSHARED
59156R108METMetlife Inc$13.1M0.07%176,561CommonSHARED
009158106APDAir Products And Chemicals Inc$13.0M0.07%53,555CommonSHARED
21037T109CEGConstellation Energy Corp$12.8M0.07%69,074CommonSHARED
G6683N103NUNU Holdings Ltd.$12.7M0.07%1,068,585CommonSHARED
37940X102GPNGlobal Payments Inc$12.7M0.07%95,353CommonSHARED
87612E106TGTTarget Corp$12.5M0.07%70,463CommonSHARED
217204106CPRTCopart Inc$12.5M0.07%215,476CommonSHARED
12572Q105CMECme Group Inc$12.2M0.06%56,788CommonSHARED
670346105NUENuCor Corp$12.2M0.06%61,522CommonSHARED
74762E102QUREQuanta Services Inc$12.2M0.06%46,783CommonSHARED
169656105CMGChipotle Mexican Grill Inc$11.8M0.06%4,065CommonSHARED
384802104GWWWW Grainger Inc$11.7M0.06%11,548CommonSHARED
09062X103BIIBBiogen Inc$11.5M0.06%53,253CommonSHARED
60937P106MDBMongoDB Inc$11.3M0.06%31,545CommonSHARED
053332102AZOAutozone Inc$11.3M0.06%3,587CommonSHARED
30063P105EXKExact Sciences Corp$11.3M0.06%163,036CommonSHARED
14316J108CGCarlyle Group LP$11.3M0.06%239,897CommonSHARED
98419M100XYLXylem Inc/Ny$11.1M0.06%85,830CommonSHARED
722304102PDDPDD Holdings Inc$11.1M0.06%95,335CommonSHARED
311900104FASTFastenal Co$11.0M0.06%143,131CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$11.0M0.06%20,409CommonSHARED
50540R409LSILaboratory Corp Of America Holdings$11.0M0.06%50,364CommonSHARED
723787107PXDEURPioneer Natural Resources Co$10.9M0.06%41,595CommonSHARED
91913Y100VLOValero Energy Corp$10.6M0.06%62,037CommonSHARED
00BLP1HW5Aon PLC$10.5M0.05%31,388CommonSHARED
00BY7QL61Johnson Controls International PLC$10.4M0.05%159,388CommonSHARED
957638109WALWestern Alliance Bancorp$10.2M0.05%159,595CommonSHARED
16119P108CHTRCharter Communications Inc$10.2M0.05%35,200CommonSHARED
278865100ECLEcolab Inc$10.1M0.05%43,614CommonSHARED
776696106ROPRoper Technologies Inc$9.9M0.05%17,611CommonSHARED
68902V107OTISOtis Worldwide Corp$9.7M0.05%97,829CommonSHARED
816851109SRESempra Energy$9.6M0.05%133,958CommonSHARED
000953878Nxp Semiconductors Nv$9.4M0.05%38,087CommonSHARED
571903202MARMarriott International Inc/Md$9.4M0.05%37,209CommonSHARED
37045V100GMGeneral Motors Co$9.3M0.05%204,536CommonSHARED
336433107FSLRFirst Solar Inc$9.3M0.05%54,816CommonSHARED
833445109SNOWSnowflake Inc$9.2M0.05%57,204CommonSHARED
45687V106IRIngersoll Rand Inc$9.2M0.05%96,543CommonSHARED
773903109ROKRockwell Automation Inc$9.1M0.05%31,382CommonSHARED
14040H105COFCapital One Financial Corp$9.1M0.05%61,057CommonSHARED
27579R104EWBCEast West Bancorp Inc$8.9M0.05%112,082CommonSHARED
25746U109DDominion Energy Inc$8.8M0.05%179,871CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$8.8M0.05%63,948CommonSHARED
026874784AIGAmerican International Group Inc$8.8M0.05%112,668CommonSHARED
001054566CNH Industrial NV$8.8M0.05%676,769CommonSHARED
052769106ADSKAutodesk Inc$8.7M0.05%33,374CommonSHARED
682680103OKEOneok Inc$8.4M0.04%105,248CommonSHARED
969457100WMBWilliams Cos Inc/The$8.4M0.04%215,909CommonSHARED
29530P102ERIEErie Indemnity Co$8.4M0.04%20,858CommonSHARED
001055102AFLAflac Inc$8.3M0.04%97,130CommonSHARED
363576109AJGArthur J Gallagher & Co$8.3M0.04%33,227CommonSHARED
253868103DLRDigital Realty Trust Inc$8.3M0.04%57,330CommonSHARED
828806109SPGSimon Property Group Inc$8.3M0.04%52,742CommonSHARED
95040Q104WELLWelltower Inc$8.2M0.04%88,138CommonSHARED
34959E109FTNTFortinet Inc$8.1M0.04%118,162CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$8.1M0.04%37,832CommonSHARED
922475108VEEVVeeva Systems Inc$8.0M0.04%34,397CommonSHARED
30161N101EXCExelon Corp$8.0M0.04%211,883CommonSHARED
21036P108STZConstellation Brands Inc$8.0M0.04%29,281CommonSHARED
778296103ROSTRoss Stores Inc$7.9M0.04%53,816CommonSHARED
89832Q109TFCTruist Financial Corp$7.8M0.04%201,342CommonSHARED
42809H107HESHess Corp$7.8M0.04%51,238CommonSHARED
760759100RSGRepublic Services Inc$7.7M0.04%40,409CommonSHARED
34959J108FTVFortive Corp$7.7M0.04%89,612CommonSHARED
345370860FFord Motor Co$7.7M0.04%576,235CommonSHARED
674599105OXYOccidental Petroleum Corp$7.6M0.04%117,118CommonSHARED
23331A109DHIDr Horton Inc$7.5M0.04%45,882CommonSHARED
370334104GISGeneral Mills Inc$7.5M0.04%107,772CommonSHARED
46266C105IQVIQVIA Holdings Inc$7.5M0.04%29,795CommonSHARED
020002101ALLAllstate Corp/The$7.5M0.04%43,441CommonSHARED
704326107PAYXPaychex Inc$7.4M0.04%60,579CommonSHARED
74460D109PSAPublic Storage$7.4M0.04%25,383CommonSHARED
010299318TE Connectivity Ltd$7.4M0.04%50,615CommonSHARED
651639106NEMNewmont Corp$7.3M0.04%203,361CommonSHARED
03076C106AMPAmeriprise Financial Inc$7.2M0.04%16,480CommonSHARED
69331C108PCGPg&E Corp$7.2M0.04%430,226CommonSHARED
88262P102TPLTexas Pacific Land Corp$7.2M0.04%12,393CommonSHARED
595017104MCHPMicrochip Technology Inc$7.1M0.04%79,453CommonSHARED
064058100BKBank Of New York Mellon Corp/The$7.1M0.04%123,519CommonSHARED
303250104FICOFair Isaac Corp$7.1M0.04%5,687CommonSHARED
852234103XYZBlock Inc$7.1M0.04%83,624CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$7.1M0.04%105,826CommonSHARED
22822V101CCICrown Castle International Corp$7.0M0.04%66,457CommonSHARED
443573100HUBSHubSpot Inc$7.0M0.04%11,148CommonSHARED
260557103DOWDow Inc$6.9M0.04%119,587CommonSHARED
756109104ORealty Income Corp$6.9M0.04%127,849CommonSHARED
858119100STLDSteel Dynamics Inc$6.9M0.04%46,596CommonSHARED
22052L104CTVACorteva Inc$6.9M0.04%119,680CommonSHARED
744320102PRUPrudential Financial Inc$6.8M0.04%57,886CommonSHARED
16411R208LNGCheniere Energy Inc$6.8M0.04%42,093CommonSHARED
209115104EDConsolidated Edison Inc$6.7M0.04%74,198CommonSHARED
31620M106FISFidelity National Information Services Inc$6.7M0.03%89,969CommonSHARED
00846U101AAgilent Technologies Inc$6.6M0.03%45,441CommonSHARED
989207105ZBRAZebra Technologies Corp$6.6M0.03%21,837CommonSHARED
45784P101PODDInsulet Corp$6.6M0.03%38,298CommonSHARED
22160N109CSGPCoStar Group Inc$6.6M0.03%67,952CommonSHARED
526057104LENLennar Corp A$6.6M0.03%38,157CommonSHARED
55354G100MSCIMsci Inc$6.6M0.03%11,699CommonSHARED
573284106MLMMartin Marietta Materials Inc$6.5M0.03%10,643CommonSHARED
49456B101KMIKinder Morgan Inc$6.5M0.03%354,958CommonSHARED
83417M104SEDGSolarEdge Technologies Inc$6.5M0.03%91,577CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$6.5M0.03%44,614CommonSHARED
494368103KMBKimberly-Clark Corp$6.5M0.03%49,971CommonSHARED
693506107PPGPpg Industries Inc$6.5M0.03%44,536CommonSHARED
12738K109CDLRCadeler A/S$6.4M0.03%353,582CommonSHARED
406216101HALHalliburton Co$6.4M0.03%162,138CommonSHARED
92345Y106VRSKVerisk Analytics Inc$6.4M0.03%27,090CommonSHARED
02361E108AMRCAmeresco Inc$6.4M0.03%264,116CommonSHARED
09581B103OWLBlue Owl Capital Inc$6.4M0.03%337,342CommonSHARED
759509102RSReliance Inc$6.3M0.03%18,942CommonSHARED
443201108HWMHowmet Aerospace Inc$6.3M0.03%92,187CommonSHARED
016255101ALGNAlign Technology Inc$6.3M0.03%19,223CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$6.2M0.03%202,773CommonSHARED
03073E105CORCencora Inc$6.2M0.03%25,575CommonSHARED
099502106BAHBooz Allen Hamilton Holding Corp$6.2M0.03%41,715CommonSHARED
12008R107BLDRBuilders FrstSrc$6.2M0.03%29,676CommonSHARED
871829107SYYSysco Corp$6.2M0.03%75,934CommonSHARED
15135B101CNCCentene Corp$6.2M0.03%78,513CommonSHARED
05722G100BKRBaker Hughes Co$6.1M0.03%182,222CommonSHARED
929160109VMCVulcan Materials Co$6.1M0.03%22,228CommonSHARED
294429105EFXEquifax Inc$6.0M0.03%22,333CommonSHARED
039483102ADMArcher-Daniels-Midland Co$6.0M0.03%94,963CommonSHARED
501044101KRKroger Co/The$6.0M0.03%104,238CommonSHARED
88339J105TTDTrade Desk Inc$5.9M0.03%67,899CommonSHARED
260003108DOVDover Corp$5.9M0.03%33,290CommonSHARED
281020107EIXEdison International$5.8M0.03%82,083CommonSHARED
26614N102DDDuPont De Nemours Inc$5.8M0.03%75,702CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$5.8M0.03%78,795CommonSHARED
25179M103DVNDevon Energy Corp$5.7M0.03%114,369CommonSHARED
427866108HSYHershey Co/The$5.7M0.03%29,391CommonSHARED
G0450A105ACGLArch Capital Group Ltd$5.7M0.03%61,618CommonSHARED
500754106KHCKraft Heinz Co$5.7M0.03%153,794CommonSHARED
254709108DFSEURDiscover Financial Services$5.7M0.03%43,111CommonSHARED
92338C103VLTOVeralto Corp$5.6M0.03%63,321CommonSHARED
941848103WATWaters Corp$5.6M0.03%16,238CommonSHARED
366651107ITGartner Inc$5.6M0.03%11,693CommonSHARED
60770K107MRNAModerna Inc$5.5M0.03%51,913CommonSHARED
25809K105DASHDoorDash Inc$5.5M0.03%40,002CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$5.5M0.03%60,188CommonSHARED
05464C101AXONAxon Enterprise Inc$5.4M0.03%17,415CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$5.4M0.03%126,250CommonSHARED
219948106CPAYCorpay Inc$5.4M0.03%17,526CommonSHARED
256677105DGDollar General Corp$5.4M0.03%34,508CommonSHARED
12504L109CBRECBRE Group Inc$5.2M0.03%53,964CommonSHARED
92840M102VSTVistra Corp$5.2M0.03%74,594CommonSHARED
000886286Royal Caribbean Cruises Ltd$5.1M0.03%36,721CommonSHARED
56035L104MAINMain Street Capital Corp$5.1M0.03%107,228CommonSHARED
030420103AWKAmerican Water Works Co Inc$5.1M0.03%41,424CommonSHARED
00BLS09M3Pentair PLC$5.1M0.03%59,202CommonSHARED
23804L103DDOGDatadog Inc$5.1M0.03%40,859CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$5.0M0.03%284,563CommonSHARED
609839105MPWRMonolithic Power Systems Inc$4.9M0.03%7,190CommonSHARED
29364G103ETREntergy Corp$4.9M0.03%46,035CommonSHARED
00766T100ACMAecom$4.9M0.03%49,467CommonSHARED
30225T102EXRExtra Space Storage Inc$4.8M0.03%32,857CommonSHARED
592688105MTDMettler-Toledo International Inc$4.8M0.03%3,609CommonSHARED
G0896C103TBBBBBB Foods Inc$4.8M0.02%201,608CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$4.7M0.02%23,136CommonSHARED
45167R104IEXIdex Corp$4.7M0.02%19,269CommonSHARED
925652109VICIVICI Properties Inc$4.7M0.02%157,586CommonSHARED
278642103EBAYeBay Inc$4.6M0.02%88,084CommonSHARED
000571120ICON Plc$4.6M0.02%13,804CommonSHARED
29414B104EPAMEPAM Systems Inc$4.6M0.02%16,766CommonSHARED
46116X101ITCIEURIntra-Cellular Therapies Inc$4.6M0.02%66,753CommonSHARED
142339100CSLCarlisle Companies Inc$4.6M0.02%11,784CommonSHARED
00BDB6Q21Willis Towers Watson PLC$4.6M0.02%16,691CommonSHARED
761152107RMDResMed Inc$4.6M0.02%23,111CommonSHARED
219350105GLWCorning Inc$4.6M0.02%138,102CommonSHARED
000943499Lyondellbasell Industries NV$4.5M0.02%44,344CommonSHARED
G2519Y108BAPCredicorp Ltd$4.5M0.02%26,693CommonSHARED
049468101TEAMAtlassian Corp$4.5M0.02%22,922CommonSHARED
30040W108ESEversource Energy$4.5M0.02%74,794CommonSHARED
49338L103KEYSKeysight Technologies Inc$4.5M0.02%28,475CommonSHARED
256746108DLTRDollar Tree Inc$4.4M0.02%33,055CommonSHARED
955306105WSTWest Pharmaceutical Services INC$4.4M0.02%11,061CommonSHARED
053484101AVBAvalonbay Communities Inc$4.4M0.02%23,473CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$4.3M0.02%32,858CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.3M0.02%35,502CommonSHARED
18915M107NETCloudflare Inc$4.3M0.02%44,490CommonSHARED
76954A103RIVNRivian Automotive Inc$4.3M0.02%393,058CommonSHARED
171340102CHDChurch & Dwight Co Inc$4.3M0.02%41,134CommonSHARED
90384S303ULTAUlta Beauty Inc$4.2M0.02%8,099CommonSHARED
74834L100DGXQuest Diagnostics Inc$4.2M0.02%31,793CommonSHARED
574599106MASMasco Corp$4.2M0.02%53,630CommonSHARED
87612G101TRGPTarga Resources Corp$4.2M0.02%37,491CommonSHARED
892356106TSCOTractor Supply Co$4.2M0.02%16,025CommonSHARED
14149Y108CAHCardinal Health Inc$4.1M0.02%36,267CommonSHARED
754730109RJFRaymond James Financial Inc$4.1M0.02%31,595CommonSHARED
62944T105NVRNvr Inc$4.0M0.02%500CommonSHARED
55261F104MTBM&T Bank Corp$3.9M0.02%26,896CommonSHARED
125896100CMSCMS Energy Corp$3.9M0.02%64,511CommonSHARED
745867101PHMPultegroup Inc$3.9M0.02%32,167CommonSHARED
000068766AerCap Holdings NV$3.9M0.02%44,625CommonSHARED
962166104WYWeyerhaeuser Co$3.9M0.02%107,533CommonSHARED
127097103CTRACoterra Energy Inc$3.9M0.02%138,469CommonSHARED
15189T107CNPCenterPoint Energy Inc$3.8M0.02%134,333CommonSHARED
316773100FITBFifth Third Bancorp$3.8M0.02%102,744CommonSHARED
049560105ATOAtmos Energy Corp$3.8M0.02%31,942CommonSHARED
833034101SNASnap-On Inc$3.8M0.02%12,796CommonSHARED
384109104GGGGraco Inc$3.8M0.02%40,239CommonSHARED
526107107LIILennox International Inc$3.7M0.02%7,652CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$3.7M0.02%24,993CommonSHARED
011440532Garmin Ltd$3.7M0.02%24,905CommonSHARED
29476L107EQREquity Residential$3.7M0.02%58,226CommonSHARED
058498106BALLBall Corp$3.6M0.02%54,088CommonSHARED
46284V101IRMIron Mountain Inc$3.6M0.02%45,101CommonSHARED
857477103STTState Street Corp$3.6M0.02%46,558CommonSHARED
854502101SWKStanley Black & Decker Inc$3.6M0.02%36,726CommonSHARED
690742101OCOwens Corning$3.6M0.02%21,517CommonSHARED
64110D104NTAPNetApp Inc$3.6M0.02%34,118CommonSHARED
78410G104SBACSBA Communications Corp$3.5M0.02%16,325CommonSHARED
302635206FSKFS KKR Capital Corp$3.5M0.02%183,480CommonSHARED
942622200WSOWatsco Inc$3.5M0.02%8,034CommonSHARED
631103108NDAQNasdaq Inc$3.5M0.02%54,969CommonSHARED
00BFRT3W7Allegion PLC$3.5M0.02%25,716CommonSHARED
655663102NDSNNordson Corp$3.5M0.02%12,577CommonSHARED
570535104MKLMarkel Group Inc$3.5M0.02%2,269CommonSHARED
115236101BROBrown & Brown Inc$3.4M0.02%39,011CommonSHARED
579780206MKCMccormick & Co Inc/Md$3.4M0.02%44,354CommonSHARED
071813109BAXBaxter International Inc$3.4M0.02%78,997CommonSHARED
172062101CINFCincinnati Financial Corp$3.4M0.02%27,191CommonSHARED
00BFY8C75Steris plc$3.4M0.02%15,007CommonSHARED
452327109ILMNIllumina Inc$3.4M0.02%24,485CommonSHARED
00B783TY6Aptiv PLC$3.3M0.02%41,689CommonSHARED
084423102WRBW R Berkley Corp$3.3M0.02%37,180CommonSHARED
46187W107INVHInvitation Homes Inc$3.3M0.02%91,794CommonSHARED
12503M108CBOECBOE Global Markets Inc$3.2M0.02%17,499CommonSHARED
372460105GPCGenuine Parts Co$3.2M0.02%20,706CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$3.2M0.02%24,773CommonSHARED
29362U104ENTGEntegris Inc$3.2M0.02%22,453CommonSHARED
72352L106PINSPinterest Inc$3.1M0.02%90,672CommonSHARED
053611109AVYAvery Dennison Corp$3.1M0.02%13,995CommonSHARED
150870103CECelanese Corp$3.1M0.02%18,067CommonSHARED
216648501COOCooper Cos Inc$3.1M0.02%30,351CommonSHARED
879360105TDYTeledyne Technologies Inc$3.1M0.02%7,161CommonSHARED
565849106MRO*Marathon Oil Corp$3.1M0.02%108,097CommonSHARED
237194105DRIDarden Restaurants Inc$3.0M0.02%18,118CommonSHARED
969904101WSMWilliams Sonoma Inc$3.0M0.02%9,506CommonSHARED
902494103TSNTyson Foods Inc$3.0M0.02%51,267CommonSHARED
665859104NTRSNorthern Trust Corp$3.0M0.02%33,630CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$3.0M0.02%214,278CommonSHARED
50212V100LPLALPL Financial Holdings Inc$3.0M0.02%11,275CommonSHARED
681919106OMCOmnicom Group Inc$3.0M0.02%30,781CommonSHARED
69121K104OBDCBlue Owl Capital Corp$3.0M0.02%193,587CommonSHARED
934423104WBDWarner Bros Discovery Inc$2.9M0.02%337,631CommonSHARED
7591EP100RFRegions Financial Corp$2.9M0.02%140,029CommonSHARED
302130109EXPDExpeditors International of Washington Inc$2.9M0.02%24,194CommonSHARED
115637209BF/BBrown-Forman Corp$2.9M0.02%56,976CommonSHARED
74251V102PFGPrincipal Financial Group Inc$2.9M0.02%33,856CommonSHARED
81141R100SESea Ltd$2.9M0.02%54,255CommonSHARED
487836108KKellogg Co$2.9M0.02%50,773CommonSHARED
513272104LWLamb Weston Holdings Inc$2.9M0.02%27,029CommonSHARED
189054109CLXClorox Co/The$2.9M0.02%18,791CommonSHARED
92276F100VTRVentas Inc$2.9M0.01%65,627CommonSHARED
445658107JBHTJb Hunt Transport Services Inc$2.9M0.01%14,339CommonSHARED
25754A201DPZDomino's Pizza Inc$2.8M0.01%5,723CommonSHARED
00BKVD2N4Seagate Technology Holdings Plc$2.8M0.01%30,457CommonSHARED
05352A100AVTRAvantor Inc$2.8M0.01%110,303CommonSHARED
26142V105DKNGDraftkings Inc$2.8M0.01%62,068CommonSHARED
00BDCPN04Coca-Cola Europacific Partners Plc$2.8M0.01%40,235CommonSHARED
65473P105NINiSource Inc$2.8M0.01%100,830CommonSHARED
G3223R108EGEverest Group Ltd$2.8M0.01%6,993CommonSHARED
896239100TRMBTrimble Inc$2.8M0.01%43,171CommonSHARED
695156109PKGPackaging Corp of America$2.8M0.01%14,595CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$2.8M0.01%1,690CommonSHARED
902252105TYLTyler Technologies Inc$2.8M0.01%6,501CommonSHARED
315616102FFIVF5 Inc$2.8M0.01%14,565CommonSHARED
89400J107TRUTransUnion$2.8M0.01%34,567CommonSHARED
87165B103SYFSynchrony Financial$2.8M0.01%63,864CommonSHARED
297178105ESSEssex Property Trust Inc$2.7M0.01%11,078CommonSHARED
832696405SJMJ M Smucker Co/The$2.7M0.01%21,317CommonSHARED
880770102TERTeradyne Inc$2.7M0.01%23,751CommonSHARED
422806208HEI/AHEICO Corp$2.7M0.01%17,304CommonSHARED
303075105FDSFactSet Research Systems Inc$2.7M0.01%5,859CommonSHARED
205887102CAGConagra Brands Inc$2.6M0.01%89,338CommonSHARED
30212P303EXPEExpedia Group Inc$2.6M0.01%19,216CommonSHARED
26884L109EQTEQT Corp$2.6M0.01%70,626CommonSHARED
466313103JBLJabil Inc$2.6M0.01%19,410CommonSHARED
125269100CFCF Industries Holdings Inc$2.6M0.01%31,211CommonSHARED
130064626Bunge Ltd$2.6M0.01%25,226CommonSHARED
538034109LYVLive Nation Entertainment Inc$2.6M0.01%24,401CommonSHARED
98980L101ZNGAZoom Video Communications Inc$2.6M0.01%39,316CommonSHARED
48203R104JNPJuniper Networks Inc$2.6M0.01%69,026CommonSHARED
92343E102VRSNVeriSign Inc$2.5M0.01%13,385CommonSHARED
679295105OKTAOkta Inc$2.5M0.01%24,152CommonSHARED
012653101ALBAlbemarle Corp$2.5M0.01%19,005CommonSHARED
143658300CCL1EURCarnival Corp$2.5M0.01%152,963CommonSHARED
92763W103VIPSVipshop Holdings Ltd - Adr$2.5M0.01%150,361CommonSHARED
00971T101AKAMAkamai Technologies Inc$2.5M0.01%22,870CommonSHARED
775711104ROLRollins Inc$2.5M0.01%53,726CommonSHARED
771049103RBLXRoblox Corp$2.5M0.01%65,004CommonSHARED
69047Q102OVVOvintiv Inc$2.5M0.01%47,781CommonSHARED
749685103RPMRPM International Inc$2.5M0.01%20,846CommonSHARED
831865209AOSA O Smith Corp$2.5M0.01%27,710CommonSHARED
931427108WFCWalgreens Boots Alliance Inc$2.5M0.01%114,068CommonSHARED
05965X109BSACBanco Santander Chile - ADR$2.4M0.01%122,814CommonSHARED
380237107GDDYGoDaddy Inc$2.4M0.01%20,504CommonSHARED
866674104SUISun Communities Inc$2.4M0.01%18,900CommonSHARED
174610105CFGCitizens Financial Group Inc$2.4M0.01%66,663CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$2.4M0.01%37,519CommonSHARED

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.