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Institutional

DnB Asset Management AS

CIK 0001456670
$28.05B
Reported AUM
1,235
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · DnB Asset Management AS · Q1 2026

AI · grounded in 13F

DnB Asset Management AS increased its position in NOW by 188.69%, the largest share increase of the period. The fund also accumulated shares in ORCL and MRVL, increasing those holdings by 111.93% and 102.20% respectively. Conversely, the fund trimmed its stake in CRM by 82.65%. These moves contributed to a portfolio of 1,235 positions with total AUM of $28.05B.

Portfolio · Q1 2026

MSFT$2.05BNVDA$1.78BAMZN$1.55BGOOGL$1.40BAAPLMETAAVGOVTEAMMAOther$15.30BDA

Top holdings· first 500 of 1235

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$2.05B7.31%+444,860+8.7%
2NVDANvidia Corp$205.10-6.20%44.92%955.49%$1.78B6.36%+115,812+1.1%
3AMZNAmazon.com Inc$246.03-3.06%15.20%47.87%$1.55B5.53%+849,380+12.9%
4GOOGLAlphabet Inc$368.53-0.98%112.92%175.80%$1.40B4.98%83,107−1.7%
5AAPLApple Inc$307.34-1.25%51.31%116.17%$1.22B4.35%330,689−6.4%
6METAMeta Platforms Inc$593.00-5.51%-14.74%67.74%$940.9M3.35%248,662−13.1%
7AVGOBroadcom Inc$385.73-7.92%57.48%771.51%$760.1M2.71%+797,175+48.1%
8VVisa Inc$323.571.06%-11.91%36.33%$603.3M2.15%+85,538+4.5%
9TEAMAtlassian Corp$99.47-2.00%-53.63%-69.41%$551.3M1.97%+4,087,510+102.4%
10MAMastercard Inc$491.081.93%-16.29%31.00%$547.6M1.95%165,045−13.1%
11ORCLOracle Corp$213.68-9.59%24.02%162.37%$414.6M1.48%+1,488,384+111.9%
12HPQHP Inc$25.58-2.74%6.72%5.36%$380.4M1.36%+9,208,774+86.9%
13LLYEli Lilly & Co$1131.420.55%48.00%387.10%$313.5M1.12%+19,402+6.0%
14TSLATesla Inc$391.00-6.56%32.48%70.69%$312.7M1.12%+12,637+1.5%
15GOOGAlphabet Inc$365.76-0.95%109.82%172.71%$307.4M1.10%+83,355+8.4%
16TMUST-Mobile US Inc$178.100.61%-26.20%29.32%$293.2M1.05%+330,905+31.1%
17CHKPCheck Point Software Tech LT$135.82-0.47%-41.83%6.86%$254.4M0.91%39,489−2.2%
18BACBank of America Corp$53.83-0.63%23.03%58.61%$237.7M0.85%+43,669+0.9%
19JPMJPMorgan Chase & Co$312.370.48%19.84%133.52%$225.8M0.81%+30,411+4.1%
20CCitigroup Inc$132.47-1.98%73.11%132.92%$205.1M0.73%+15,397+0.9%
21NOWServiceNow Inc$112.45-5.79%-45.42%-4.36%$201.7M0.72%+1,261,037+188.7%
22XOMExxon Mobil Corp$149.92-1.39%48.36%212.97%$200.6M0.72%+107,155+10.0%
23GSGoldman Sachs Group Inc$1038.68-4.94%72.57%212.75%$200.2M0.71%16,826−6.6%
24MRVLMarvell Technology Inc$263.47-16.74%286.51%343.94%$198.9M0.71%+1,015,203+102.2%
25JNJJohnson & Johnson$232.772.02%53.90%55.59%$177.4M0.63%+72,051+11.0%
26CBChubb Ltd$326.273.74%11.75%106.19%$174.7M0.62%+16,280+3.1%
27GEGE Aerospace$328.000.11%28.99%419.83%$167.7M0.60%+232,237+64.7%
28QCOMQualcomm Inc$215.94-10.98%48.63%60.58%$163.6M0.58%+255,944+25.2%
29BRK/BBerkshire Hathaway Inc$160.6M0.57%+29,456+9.6%
30BKNGBooking Holdings Inc$165.84-0.99%-25.40%94.38%$152.7M0.54%7,024−16.2%
31SPGIS&P Global Inc$424.441.03%$149.4M0.53%+37,752+12.0%
32WMTWalmart Inc$118.880.97%$148.6M0.53%488,868−29.0%
33UNHUnitedHealth Group Inc$399.470.76%$145.2M0.52%+98,774+22.6%
34NEENextEra Energy Inc$85.840.19%$139.0M0.50%+57,703+4.0%
35PEPPepsiCo Inc$141.92-0.16%$136.4M0.49%+91,672+11.7%
36ABBVAbbVie Inc$227.231.02%$136.3M0.49%+51,768+9.0%
37HDHome Depot Inc$310.780.27%$134.8M0.48%+204,346+99.5%
38NFLXNetflix Inc$82.180.76%$133.7M0.48%+44,258+3.3%
39AMDAdvanced Micro Devices Inc$466.38-10.86%$130.8M0.47%223,636−25.8%
40CSCOCisco Systems Inc$121.64-6.43%$129.1M0.46%+128,958+8.4%
41WMWaste Management Inc$220.400.63%$124.8M0.44%+14,591+2.8%
42EMREmerson Electric Co$138.12-2.77%$121.3M0.43%+51,924+5.9%
43MUMicron Technology Inc$864.01-13.25%$119.2M0.42%+75,917+27.4%
44CVXChevron Corp$187.31-0.55%$117.1M0.42%+53,123+10.4%
45ISRGIntuitive Surgical Inc$422.060.77%$116.2M0.41%+7,425+3.0%
46CCEPCoca-Cola Europacific Partne$94.742.96%$108.6M0.39%+324,784+29.4%
47MRKMerck & Co Inc$120.790.44%$107.9M0.38%53,210−5.6%
48COSTCostco Wholesale Corp$971.87-0.05%$107.3M0.38%+19,644+22.3%
49GEVGE Vernova Inc$933.61-3.09%$106.3M0.38%+17,831+17.2%
50MTCHMatch Group Inc$34.42-0.98%$105.7M0.38%+9,522+0.3%
51INTCIntel Corp$99.17-11.28%$100.5M0.36%+368,627+19.3%
52PTONPeloton Interactive Inc$5.77-6.48%$97.3M0.35%+11,908,716+110.5%
53PGProcter & Gamble Co$146.544.09%$97.2M0.35%+85,236+14.5%
54AMATApplied Materials Inc$453.01-9.71%$85.4M0.30%31,027−11.0%
55CRTOCriteo Sa-Spon Adr$17.732.54%$83.1M0.30%+372,797+8.8%
56ECLEcolab Inc$257.971.43%$80.5M0.29%+3,634+1.2%
57TSMTaiwan Semiconductor-Sp Adr$415.17-6.69%$79.6M0.28%455,680−65.9%
58IBMInternational Business Machines Corp$284.84-5.61%$77.1M0.28%+27,980+9.6%
59CLColgate-Palmolive Co$88.584.09%$76.2M0.27%24,860−2.7%
60PBRPetroleo Brasileiro SA ADR$17.75-1.72%$74.4M0.27%+1,748,620+95.1%
61DXCMDexcom Inc$72.860.37%$73.7M0.26%95,305−7.5%
62VZVerizon Communications Inc$45.371.11%$73.5M0.26%+30,698+2.1%
63ARWArrow Electronics Inc$219.09-2.36%$72.5M0.26%201,415−28.5%
64SWKSSkyworks Solutions Inc$73.57-7.96%$72.0M0.26%+202,501+17.7%
65BKRBaker Hughes Co$62.59-5.32%$70.7M0.25%+955,866+472.4%
66TAT&T Inc$22.75-0.09%$70.7M0.25%+105,653+4.5%
67PLTRPalantir Technologies Inc$135.53-4.35%$70.6M0.25%+481,732+39006.6%
68ANETArista Networks Inc$154.27-7.07%$70.5M0.25%+21,243+3.8%
69BMRNBioMarin Pharmaceutical Inc$56.770.53%$69.0M0.25%138,162−10.2%
70DEDeere & Co$583.44-1.40%$68.3M0.24%+2,032+1.7%
71MELIMercadoLibre Inc$1607.80-1.65%$68.1M0.24%1,793−4.4%
72ACNAccenture Plc IRELAND$178.25-0.34%$67.4M0.24%+207,939+157.8%
73CRMSalesforce Inc$185.66-1.64%$67.2M0.24%1,715,484−82.7%
74EQTEQT Corp$53.75-2.70%$63.7M0.23%+873,587+688.6%
75BIDUBaidu Inc - Spon Adr$121.66-9.75%$60.3M0.21%+88,198+19.5%
76TJXTJX Cos Inc$160.711.31%$60.2M0.21%+39,553+11.7%
77ABTAbbott Laboratories$91.070.32%$60.0M0.21%+104,244+21.7%
78VRTVertiv Holdings Co$300.51-7.23%$59.8M0.21%+117,335+96.8%
79APPAppLovin Corp$557.20-0.30%$59.6M0.21%+99,186+196.5%
80PHParker-Hannifin Corp$882.341.16%$58.2M0.21%+16,090+32.9%
81OTISOtis Worldwide Corp$70.340.70%$58.0M0.21%+611,156+431.7%
82TXNTexas Instruments Inc$285.06-6.65%$57.6M0.21%+22,978+8.4%
83MOSMosaic Co$22.24-2.88%$57.5M0.20%+2,253,961NEW
84LINLinde PLC$507.900.09%$56.8M0.20%+10,642+10.2%
85LRCXLam Research Corp$303.28-9.85%$56.7M0.20%768,387−74.3%
86TMOThermo Fisher Scientific Inc$472.80-1.91%$56.0M0.20%642−0.6%
87PFEPfizer Inc$26.041.36%$55.2M0.20%+212,096+12.1%
88APHAmphenol Corp$138.81-5.42%$54.5M0.19%+73,575+20.6%
89WMT2Wells Fargo & Co$54.2M0.19%+45,445+7.2%
90COPConocoPhillips$117.14-1.75%$54.1M0.19%+17,474+4.5%
91DISWalt Disney Co$99.710.37%$53.1M0.19%+14,636+2.7%
92SOSouthern Co$92.601.07%$52.8M0.19%+60,967+12.5%
93MSMorgan Stanley$211.93-2.90%$51.5M0.18%+23,677+8.2%
94MCDMcDonald's Corp$279.842.61%$50.2M0.18%+14,640+10.0%
95DECKDeckers Outdoor Corp$108.13-0.76%$47.9M0.17%65,876−12.1%
96VRTXVertex Pharmaceuticals Inc$446.831.15%$47.9M0.17%12,374−10.3%
97BMYBristol-Myers Squibb Co$57.271.18%$47.6M0.17%+50,994+7.0%
98ETNEaton Corp PLC$395.94-5.42%$45.6M0.16%+14,738+13.1%
99UNPUnion Pacific Corp$272.323.19%$45.4M0.16%+21,659+13.1%
100STTState Street Corp$161.75-0.61%$44.9M0.16%22,289−5.9%
101ETREntergy Corp$44.7M0.16%+85,821+27.5%
102CEGConstellation Energy Corp$44.6M0.16%+39,565+32.9%
103BURLBurlington Stores Inc$44.4M0.16%+124,182+1017.6%
104MMM3M Co$44.1M0.16%+115,191+61.1%
105HIGHartford Insurance Group Inc$43.1M0.15%+33,035+11.6%
106AMGNAmgen Inc$42.9M0.15%20,103−14.2%
107KLACKLA Corp$42.5M0.15%+2,011+7.5%
108ITWIllinois Tool Works Inc$42.1M0.15%+54,709+51.0%
109NIQNIQ Global Intelligence PLC$41.6M0.15%41,877−1.1%
110ONON Semiconductor Corp$41.6M0.15%150,618−18.3%
111DDominion Energy Inc$41.3M0.15%+153,501+29.8%
112APOApollo Global Management Inc$41.0M0.15%2,266−0.6%
113WELLWelltower Inc$39.5M0.14%+64,775+47.9%
114ADTNADTRAN Holdings Inc$39.3M0.14%HELD
115SBUXStarbucks Corp$39.2M0.14%+26,117+6.3%
116HWMHowmet Aerospace Inc$38.7M0.14%+56,665+50.9%
117DARDarling Ingredients Inc$38.3M0.14%625,897−50.3%
118GILDGilead Sciences Inc$38.1M0.14%+18,664+7.3%
119FASTFastenal Co$37.3M0.13%+168,005+26.4%
120AXPAmerican Express Co$37.3M0.13%+9,302+8.2%
121PEGPublic Service Enterprise Group Inc$37.2M0.13%+68,191+17.4%
122TDGTransDigm Group Inc$36.5M0.13%+5,712+22.1%
123CVSCVS Health Corp$36.4M0.13%+59,740+13.4%
124MDLZMondelez International Inc$36.2M0.13%+28,370+4.7%
125FDXFedEx Corp$36.0M0.13%+27,197+36.8%
126MCKMcKesson Corp$36.0M0.13%3,053−6.8%
127ADIAnalog Devices Inc$35.3M0.13%13,421−10.8%
128PCARPaccar Inc$35.0M0.12%+35,103+13.1%
129UPSUnited Parcel Service Inc$35.0M0.12%+22,822+6.9%
130CMICummins Inc$34.5M0.12%+24,096+60.1%
131SCHWCharles Schwab Corp$34.4M0.12%+21,551+6.3%
132UBERUber Technologies Inc$34.3M0.12%167,068−26.0%
133REGNRegeneron Pharmaceuticals Inc$33.5M0.12%2,776−6.0%
134EQIXEquinix Inc$33.4M0.12%+1,235+3.8%
135CMECME Group Inc$33.2M0.12%+2,051+1.9%
136BSXBoston Scientific Corp$33.1M0.12%+152,707+40.8%
137GLWCorning Inc$32.9M0.12%+17,986+8.0%
138ADPAutomatic Data Processing Inc$32.7M0.12%+8,253+5.4%
139QUREQuanta Services Inc$32.5M0.12%+4,853+8.9%
140CRUSCirrus Logic Inc$31.8M0.11%312,487−58.7%
141BLKBlackrock Inc$31.1M0.11%+2,717+9.2%
142CRHCRH PLC$30.9M0.11%+14,066+5.0%
143PCGPG&E Corp$30.7M0.11%+155,952+9.8%
144CTASCintas Corp$30.4M0.11%+62,707+53.5%
145TTTrane Technologies Plc$29.7M0.11%+6,582+10.2%
146MPWRMonolithic Power Systems Inc$28.5M0.10%350−1.3%
147WMBWilliams Cos Inc$28.4M0.10%+19,809+5.3%
148NEMNewmont Corp$28.4M0.10%+15,968+6.5%
149PANWPalo Alto Networks Inc$28.4M0.10%+36,540+26.0%
150SDRLSeadrill Ltd$28.2M0.10%238,400−27.7%
151LOWLowe's Cos Inc$28.1M0.10%+10,879+10.1%
152EIXEdison International$27.9M0.10%30,327−7.4%
153BXBlackstone Inc$27.8M0.10%21,930−8.3%
154PLDPrologis Inc$27.5M0.10%+17,221+9.0%
155INTUIntuit Inc$27.2M0.10%+1,331+2.2%
156EDConsolidated Edison Inc$26.7M0.10%+13,038+5.8%
157KRKroger Co$26.5M0.09%+243,002+196.8%
158SRESempra$26.5M0.09%+17,774+7.0%
159CWCurtiss-Wright Corp$26.5M0.09%+16,754+75.7%
160EXCExelon Corp$26.3M0.09%+10,261+1.9%
161DHRDanaher Corp$26.3M0.09%+9,244+7.1%
162JCIJOHNSON CTLS INTL PLC$25.7M0.09%+6,818+3.6%
163COFCapital One Financial Corp$25.6M0.09%52,848−27.3%
164DDOGDatadog Inc$25.6M0.09%96,434−30.8%
165PGRProgressive Corp$25.5M0.09%+9,999+8.4%
166SYKStryker Corp$24.7M0.09%+5,484+7.9%
167FFord Motor Co$24.6M0.09%+251,036+13.3%
168NUNU Holdings Ltd/Cayman Islands$24.1M0.09%1,089,526−39.4%
169CMCSAComcast Corp$23.9M0.09%+54,166+6.9%
170MDTMedtronic Plc$23.4M0.08%108,413−28.7%
171EWEdwards Lifesciences Corp$23.1M0.08%11,506−3.8%
172AMRCAmeresco Inc$23.0M0.08%+117,243+14.9%
173WABWestinghouse Air Brake Technologies Corp$22.9M0.08%+39,356+75.4%
174ICEIntercontinental Exchange Inc$22.8M0.08%+10,483+7.8%
175ADBEAdobe Inc$22.8M0.08%+5,055+5.7%
176SHWSherwin-Williams Co$22.4M0.08%+3,779+5.7%
177MRSHMarsh & McLennan Cos Inc$22.3M0.08%+9,674+8.1%
178CRWDCrowdstrike Holdings Inc$21.5M0.08%+3,238+6.2%
179HUBBHubbell Inc$21.2M0.08%+4,418+11.4%
180KKRKKR & Co Inc$21.1M0.08%40,207−15.0%
181CFGCitizens Financial Group Inc$21.0M0.07%+108,605+45.0%
182ORealty Income Corp$20.4M0.07%+10,808+3.3%
183SPOTSpotify Technology SA$20.4M0.07%+2,782+7.1%
184DLRDigital Realty Trust Inc$20.1M0.07%+2,271+2.1%
185WDCWestern Digital Corp$19.9M0.07%+7,229+10.9%
186LITELumentum Holdings Inc$19.4M0.07%+22,067+399.3%
187ELVElevance Health Inc$19.3M0.07%8,505−11.4%
188ITRIItron Inc$19.1M0.07%+82,247+62.6%
189FERGFerguson Enterprises Inc$19.0M0.07%+4,969+6.5%
190OXYOccidental Petroleum Corp$19.0M0.07%+15,684+5.7%
191MBLYMobileye Global Inc$18.8M0.07%764,062−21.8%
192BDXBecton Dickinson & Co$18.8M0.07%+4,485+3.9%
193NBIXNeurocrine Biosciences Inc$18.6M0.07%+1,775+1.3%
194ORLYO'Reilly Automotive Inc$18.5M0.07%+15,827+8.6%
195BORRBorr Drilling Ltd$18.5M0.07%5,571,649−63.5%
196STXSeagate Technology HLDNGS PL$18.3M0.07%+5,215+12.6%
197BKBank of New York Mellon Corp$18.3M0.07%+8,842+6.1%
198EOGEOG Resources Inc$18.1M0.06%+13,037+11.6%
199TDYTeledyne Technologies Inc$18.0M0.06%+7,715+35.1%
200AIGAmerican International Group Inc$17.8M0.06%+9,009+4.0%
201CSXCSX Corp$17.8M0.06%+39,965+10.2%
202PNCPNC Financial Services Group Inc$17.8M0.06%+5,150+6.4%
203USBUS Bancorp$17.8M0.06%+32,851+10.6%
204FSLRFirst Solar Inc$17.7M0.06%+7,376+8.9%
205SLBSLB Ltd$17.7M0.06%+31,175+9.9%
206RSGRepublic Services Inc$17.7M0.06%+29,619+58.0%
207AMTAmerican Tower Corp$17.6M0.06%18,368−15.3%
208TGTTarget Corp$17.6M0.06%23,371−13.9%
209CTSHCognizant Technology Solutions Corp$17.5M0.06%+120,944+73.7%
210KDPKeurig Dr Pepper Inc$17.4M0.06%+25,726+4.0%
211ADMArcher-Daniels-Midland Co$17.4M0.06%+93,839+64.6%
212AMEAMETEK Inc$17.3M0.06%+5,174+6.9%
213VLOValero Energy Corp$17.2M0.06%+6,074+9.6%
214SBLKStar Bulk Carriers Corp$17.1M0.06%73,314−9.0%
215SATSEchoStar Corp$17.0M0.06%+116,854+408.4%
216MPCMarathon Petroleum Corp$17.0M0.06%+7,547+12.2%
217PSXPhillips 66$16.9M0.06%+7,937+9.3%
218CDNSCadence Design Systems Inc$16.7M0.06%+3,804+6.7%
219SNPSSynopsys Inc$16.6M0.06%29,329−41.2%
220ROLRollins Inc$16.5M0.06%+240,417+348.0%
221MNSTMonster Beverage Corp$16.2M0.06%+21,579+10.6%
222HCAHCA Healthcare Inc$16.0M0.06%+1,949+6.1%
223MCOMoody's Corp$16.0M0.06%+3,339+10.0%
224EWBCEast West Bancorp Inc$15.9M0.06%3,575−2.3%
225GWWWW Grainger Inc$15.9M0.06%+1,478+11.3%
226APDAir Products and Chemicals Inc$15.9M0.06%+4,857+9.8%
227VSTVistra Corp$15.6M0.06%2,559−2.4%
228MARMarriott International Inc$15.6M0.06%+3,787+8.6%
229FIXComfort Systems USA Inc$15.6M0.06%+1,229+12.2%
230WALWestern Alliance Bancorp$15.5M0.06%4,704−2.1%
231KMIKinder Morgan Inc$15.5M0.06%+51,425+12.5%
232OMCOmnicom Group Inc$15.4M0.06%8,910−4.2%
233SNASnap-on Inc$15.4M0.05%+12,796+43.4%
234GMGeneral Motors Co$15.3M0.05%39,440−16.1%
235AXSMAxsome Therapeutics Inc$15.2M0.05%11,014−10.9%
236RCLRoyal Caribbean Group$15.2M0.05%+5,056+10.1%
237XYLXylem Inc/NY$15.1M0.05%+3,922+3.2%
238CFCF Industries Holdings Inc$15.1M0.05%+82,954+247.8%
239URIUnited Rentals Inc$15.1M0.05%+1,711+9.0%
240IQVIQVIA Holdings Inc$15.1M0.05%+6,457+7.9%
241CICigna Group$15.0M0.05%31,178−35.6%
242NSCNorfolk Southern Corp$15.0M0.05%+4,176+8.7%
243HLTHilton Worldwide Holdings Inc$14.9M0.05%+3,406+7.4%
244ROSTRoss Stores Inc$14.9M0.05%+5,129+8.1%
245TRVTravelers Cos Inc$14.8M0.05%+3,347+7.0%
246PODDInsulet Corp$14.5M0.05%+11,021+18.9%
247VISTVista Energy SAB de CV$14.4M0.05%6,268−3.2%
248AONAon PLC$14.4M0.05%+3,222+7.8%
249ODFLOld Dominion Freight Line Inc$14.2M0.05%+2,296+3.3%
250NETCloudflare Inc$14.1M0.05%15,977−19.0%
251TELTE Connectivity Plc$14.0M0.05%+6,566+10.9%
252LNGCheniere Energy Inc$13.9M0.05%+3,851+8.5%
253CTVACorteva Inc$13.8M0.05%+12,161+7.9%
254CARRCarrier Global Corp$13.8M0.05%185,058−43.0%
255WBDWarner Bros Discovery Inc$13.8M0.05%+39,466+8.5%
256SPGSimon Property Group Inc$13.7M0.05%+6,011+8.9%
257NKENIKE Inc$13.6M0.05%61,916−19.4%
258STNGScorpio Tankers Inc$13.4M0.05%70,758−28.2%
259ROKRockwell Automation Inc$13.4M0.05%+3,454+10.2%
260OKEONEOK Inc$13.2M0.05%+12,545+9.4%
261IRIngersoll Rand Inc$13.2M0.05%+9,687+6.3%
262CMSCMS Energy Corp$13.1M0.05%+6,694+4.1%
263AFLAflac Inc$13.0M0.05%49,575−29.5%
264ENPHEnphase Energy Inc$12.9M0.05%+20,387+6.3%
265TSNTyson Foods Inc$12.8M0.05%+9,800+5.1%
266CORCencora Inc$12.7M0.05%+4,112+11.3%
267TFCTruist Financial Corp$12.7M0.05%62,415−18.4%
268DASHDoorDash Inc$12.4M0.04%+9,692+13.3%
269TRGPTarga Resources Corp$12.4M0.04%+5,650+12.9%
270ARESAres Management Corp$12.4M0.04%1,538−1.3%
271AJGArthur J Gallagher & Co$12.3M0.04%+6,376+12.7%
272AXONAxon Enterprise Inc$12.2M0.04%+5,653+24.5%
273DRIDarden Restaurants Inc$12.1M0.04%+29,908+94.4%
274SOLSSolstice Advanced Materials Inc$12.0M0.04%+117,743+292.3%
275ALLAllstate Corp$12.0M0.04%+4,411+8.3%
276ADSKAutodesk Inc$11.9M0.04%+1,097+2.3%
277ABNBAirbnb Inc$11.9M0.04%+9,578+11.3%
278AZOAutoZone Inc$11.9M0.04%+293+9.1%
279CIENCiena Corp$11.7M0.04%+2,607+9.5%
280FTNTFortinet Inc$11.7M0.04%9,369−6.1%
281RKLBRocket Lab Corp$11.6M0.04%11,373−5.9%
282ZTSZoetis Inc$11.5M0.04%+6,085+6.7%
283CNMCore & Main Inc$11.5M0.04%+71,741+44.7%
284CGCarlyle Group Inc$11.4M0.04%6,552−2.7%
285BEBloom Energy Corp$11.1M0.04%+19,016+30.4%
286HOODRobinhood Markets Inc$11.0M0.04%+14,860+10.3%
287DELLDell Technologies Inc$11.0M0.04%+3,184+5.0%
288KEYSKeysight Technologies Inc$10.9M0.04%17,628−31.3%
289COINCoinbase Global Inc$10.9M0.04%+12,633+25.4%
290JBHTJB Hunt Transport Services Inc$10.9M0.04%+35,036+213.9%
291SNOWSnowflake Inc$10.8M0.04%51,683−41.8%
292KHCKraft Heinz Co$10.8M0.04%140,060−22.6%
293WCNWaste Connections Inc$10.7M0.04%+4,093+6.6%
294MCHPMicrochip Technology Inc$10.6M0.04%+5,531+3.5%
295EMEEMCOR Group Inc$10.6M0.04%+1,193+9.1%
296XENEXenon Pharmaceuticals Inc$10.5M0.04%91,746−33.6%
297CAHCardinal Health Inc$10.4M0.04%+3,602+7.9%
298ALNYAlnylam Pharmaceuticals Inc$10.4M0.04%+720+2.3%
299ASTSAST SpaceMobile Inc$10.3M0.04%62,247−33.3%
300NXPINxp Semiconductors Nv$10.3M0.04%+3,541+7.2%
301TERTeradyne Inc$10.3M0.04%+2,287+7.1%
302RUNSunrun Inc$10.2M0.04%15,986−2.1%
303EAElectronic Arts Inc$10.1M0.04%+3,222+6.9%
304DOWDow Inc$10.0M0.04%360,752−60.0%
305MASMasco Corp$9.9M0.04%+109,362+200.9%
306SNDKSandisk Corp/DE$9.8M0.04%4,244−21.5%
307ATKRAtkore Inc$9.8M0.03%+20,398+14.0%
308LHLabcorp Holdings Inc$9.8M0.03%8,709−19.2%
309IDXXIDEXX Laboratories Inc$9.7M0.03%+746+4.5%
310YUMYum! Brands Inc$9.4M0.03%+5,289+9.5%
311HSYHershey Co$9.4M0.03%+3,774+9.1%
312WYWeyerhaeuser Co$9.4M0.03%59,100−13.4%
313SUISun Communities Inc$9.3M0.03%2,952−3.8%
314IRMIron Mountain Inc$9.3M0.03%50,106−35.5%
315IPInternational Paper Co$9.3M0.03%+1,845+0.7%
316AMPAmeriprise Financial Inc$9.2M0.03%+1,284+6.6%
317HUMHumana Inc$9.2M0.03%+443+0.8%
318EBAYeBay Inc$9.2M0.03%+1,699+1.7%
319PDDPDD Holdings Inc$9.1M0.03%+22,447+33.6%
320NUENucor Corp$9.1M0.03%+2,887+5.7%
321METMetLife Inc$9.0M0.03%+8,720+7.3%
322CVNACarvana Co$9.0M0.03%+3,531+14.0%
323DOVDover Corp$9.0M0.03%+3,616+9.1%
324PSAPublic Storage$8.9M0.03%+3,023+10.1%
325CMGChipotle Mexican Grill Inc$8.8M0.03%+6,891+2.6%
326HPEHewlett Packard Enterprise Co$8.8M0.03%+22,010+6.3%
327ATOAtmos Energy Corp$8.8M0.03%+3,952+9.0%
328FITBFifth Third Bancorp$8.7M0.03%+58,546+45.4%
329INSMInsmed Inc$8.7M0.03%+12,252+29.9%
330PYPLPayPal Holdings Inc$8.7M0.03%+7,930+4.3%
331ROPRoper Technologies Inc$8.6M0.03%+1,480+6.4%
332CBRECBRE Group Inc$8.6M0.03%+5,020+8.6%
333CNPCenterPoint Energy Inc$8.5M0.03%79,680−28.7%
334VMCVulcan Materials Co$8.5M0.03%+2,429+8.4%
335MLMMartin Marietta Materials Inc$8.5M0.03%+1,253+9.5%
336AWKAmerican Water Works Co Inc$8.5M0.03%+4,451+7.7%
337PAYXPaychex Inc$8.5M0.03%43,392−32.1%
338NDAQNasdaq Inc$8.4M0.03%+8,311+9.1%
339MSCIMSCI Inc$8.4M0.03%+567+3.8%
340GRMNGarmin Ltd$8.3M0.03%+1,185+3.4%
341FANGDiamondback Energy Inc$8.2M0.03%+3,697+9.8%
342VTRVentas Inc$8.1M0.03%+12,556+14.5%
343EXEExpand Energy Corporation$8.1M0.03%+4,991+7.3%
344ACGLArch Capital Group Ltd$8.1M0.03%+6,442+8.3%
345IEXIDEX Corp$8.0M0.03%+2,801+7.1%
346COHRCoherent Corp$7.9M0.03%+21,470+185.8%
347FTAIFTAI Aviation Ltd$7.8M0.03%+29,989+1690.5%
348NXTNextpower Inc$7.8M0.03%+3,714+6.1%
349NLYAnnaly Capital Management Inc$7.7M0.03%+26,376+7.8%
350ESEversource Energy$7.6M0.03%50,391−31.5%
351PNWPinnacle West Capital Corp$7.6M0.03%+30,540+68.1%
352TLNTalen Energy Corp$7.6M0.03%+23,072+3324.5%
353VLTOVeralto Corp$7.6M0.03%3,268−3.7%
354TTWOTake-Two Interactive Software Inc$7.5M0.03%+2,487+7.0%
355CPRTCopart Inc$7.5M0.03%+16,532+7.9%
356DHIDR Horton Inc$7.5M0.03%+3,604+7.0%
357CCICrown Castle Inc$7.5M0.03%+7,276+8.6%
358PRUPrudential Financial Inc$7.5M0.03%51,572−40.3%
359AERAerCap Holdings NV$7.4M0.03%+2,699+5.2%
360HALHalliburton Co$7.4M0.03%+14,612+8.3%
361THCTenet Healthcare Corp$7.3M0.03%+6,296+19.3%
362KVUEKenvue Inc$7.3M0.03%+11,460+2.8%
363GGGGraco Inc$7.3M0.03%+72+0.1%
364RMDResMed Inc$7.2M0.03%+1,951+6.5%
365SYYSysco Corp$7.2M0.03%+7,325+7.9%
366MSTRStrategy Inc$7.1M0.03%35,583−38.6%
367TEVATeva Pharmaceutical-Sp Adr$7.0M0.03%+28,431+13.8%
368MTBM&T Bank Corp$7.0M0.03%+1,965+6.1%
369RBLXRoblox Corp$7.0M0.02%+11,192+9.9%
370AMRZAmrize Ltd$7.0M0.02%+124,110NEW
371AAgilent Technologies Inc$6.9M0.02%+2,286+3.9%
372GRABGrab Holdings Ltd$6.8M0.02%1,085,809−36.8%
373KMBKimberly-Clark Corp$6.8M0.02%+3,178+4.7%
374XYZBlock Inc$6.8M0.02%+7,046+6.6%
375CNCCentene Corp$6.8M0.02%24,206−10.5%
376DVNDevon Energy Corp$6.8M0.02%+11,842+9.7%
377GEHCGE HealthCare Technologies Inc$6.7M0.02%+7,181+8.2%
378ICLRICON Plc$6.7M0.02%+28,273+86.8%
379CBOECboe Global Markets Inc$6.7M0.02%+786+3.4%
380SESea Ltd$6.7M0.02%+9,346+13.1%
381NINiSource Inc$6.6M0.02%+14,536+11.4%
382HBANHuntington Bancshares Inc/OH$6.6M0.02%+119,153+39.1%
383VRSKVerisk Analytics Inc$6.5M0.02%+2,689+8.5%
384STZConstellation Brands Inc$6.5M0.02%18,551−30.1%
385GMEDGlobus Medical Inc$6.4M0.02%86,985−53.7%
386FISVFiserv Inc$6.4M0.02%29,857−20.6%
387BBYBest Buy Co Inc$6.4M0.02%+64,409+182.5%
388RBCRBC Bearings Inc.$6.3M0.02%+5,756+97.7%
389TPLTexas Pacific Land Corp$6.2M0.02%+1,215+10.2%
390IRONDisc Medicine Inc$6.2M0.02%+12,500+14.8%
391TPRTapestry Inc$6.2M0.02%+4,233+10.7%
392WATWaters Corp$6.1M0.02%+8,309+67.8%
393FNFFidelity National Financial Inc$6.1M0.02%+83,792+173.9%
394JBLJabil Inc$6.1M0.02%+2,492+12.1%
395CTRACoterra Energy Inc$6.1M0.02%+16,469+10.5%
396IBKRInteractive Brokers Group Inc$6.1M0.02%+7,877+9.5%
397VICIVICI Properties Inc$6.1M0.02%+19,995+9.9%
398GISGeneral Mills Inc$6.1M0.02%+13,193+8.8%
399FTVFortive Corp$6.1M0.02%+1,356+1.3%
400WDAYWorkday Inc$6.0M0.02%+1,002+2.2%
401CCL1EURCarnival Corp$6.0M0.02%+24,468+11.9%
402EXRExtra Space Storage Inc$5.9M0.02%+4,183+10.2%
403WTWWillis Towers Watson PLC LTD$5.9M0.02%+425+2.1%
404DOCHealthpeak Properties Inc$5.9M0.02%+228,710+174.5%
405EOSEEos Energy Enterprises Inc$5.9M0.02%+660,934+124.6%
406NTRSNorthern Trust Corp$5.9M0.02%+3,229+8.3%
407MOG/AMoog Inc$5.8M0.02%+9,331+89.3%
408ALBAlbemarle Corp$5.8M0.02%+9,887+44.6%
409RJFRaymond James Financial Inc$5.7M0.02%+2,772+7.5%
410VEEVVeeva Systems Inc$5.7M0.02%+2,337+7.7%
411BIIBBiogen Inc$5.7M0.02%+2,492+8.7%
412STLDSteel Dynamics Inc$5.7M0.02%+528+1.7%
413PNRPentair PLC$5.7M0.02%+3,514+5.7%
414DGDollar General Corp$5.7M0.02%+1,568+3.4%
415MTDMettler-Toledo International Inc$5.6M0.02%+30+0.7%
416FPSForgent Power Solutions, Inc$5.6M0.02%+191,293NEW
417PPGPPG Industries Inc$5.6M0.02%+1,545+3.0%
418NBISNebius Group N.V.$5.6M0.02%+6,722+14.3%
419CASYCasey's General Stores Inc$5.6M0.02%+3,962+107.7%
420EXPEExpedia Group Inc$5.5M0.02%+652+2.8%
421BAPCredicorp Ltd$5.5M0.02%+9,965+162.9%
422FICOFair Isaac Corp$5.4M0.02%+150+3.1%
423LYVLive Nation Entertainment Inc$5.4M0.02%20,366−36.5%
424QQnity Electronics Inc$5.4M0.02%+1,361+3.0%
425MKLMarkel Group Inc$5.4M0.02%+4+0.1%
426SYFSynchrony Financial$5.4M0.02%+1,442+1.9%
427EFXEquifax Inc$5.4M0.02%+2,159+7.8%
428NTRANatera Inc$5.3M0.02%+1,934+7.8%
429FISFidelity National Information Services Inc$5.3M0.02%+9,016+8.7%
430FFIVF5 Inc$5.3M0.02%+1,208+7.1%
431CINFCincinnati Financial Corp$5.3M0.02%+99+0.3%
432AVBAvalonBay Communities Inc$5.2M0.02%+502+1.6%
433ULTAUlta Beauty Inc$5.2M0.02%+568+6.1%
434UECUranium Energy Corp$5.2M0.02%+128,725+50.5%
435UTHRUnited Therapeutics Corp$5.1M0.02%+163+1.9%
436CHDChurch & Dwight Co Inc$5.1M0.02%379−0.7%
437GKOSGlaukos Corp$5.0M0.02%35,953−43.7%
438TSCOTractor Supply Co$5.0M0.02%+9,100+9.0%
439BGBunge Global SA$5.0M0.02%+1,529+4.1%
440FLEXFlex Ltd$5.0M0.02%+2,574+3.5%
441RIVNRivian Automotive Inc$5.0M0.02%+24,380+8.0%
442VRSNVeriSign Inc$5.0M0.02%+1,680+9.2%
443LPLALPL Financial Holdings Inc$5.0M0.02%+1,261+8.3%
444RFRegions Financial Corp$4.9M0.02%+18,888+11.1%
445HEI/AHEICO Corp$4.9M0.02%+978+4.4%
446SWSmurfit Westrock Plc$4.9M0.02%+5,831+5.0%
447SOFISoFi Technologies Inc$4.9M0.02%138,379−30.9%
448CHRWCH Robinson Worldwide Inc$4.9M0.02%+3,193+12.3%
449LYBLyondellbasell Industries NV$4.8M0.02%+5,655+10.4%
450BRBroadridge Financial Solutions Inc$4.8M0.02%+2,256+8.2%
451LIILennox International Inc$4.7M0.02%+849+9.1%
452HRLHormel Foods Corp$4.7M0.02%68,419−25.0%
453WSMWilliams-Sonoma Inc$4.6M0.02%+2,535+11.1%
454PHMPulteGroup Inc$4.6M0.02%+871+2.3%
455TRMBTrimble Inc$4.6M0.02%+6,948+10.9%
456DGXQuest Diagnostics Inc$4.6M0.02%+969+4.3%
457FTITechnipFMC PLC$4.6M0.02%+27,665+71.1%
458EQREquity Residential$4.6M0.02%+448+0.6%
459PKGPackaging Corp of America$4.5M0.02%+1,105+5.4%
460ACMAECOM$4.5M0.02%+1,799+3.5%
461CSLCarlisle Cos Inc$4.5M0.02%+1,353+11.1%
462AURAurora Innovation Inc$4.5M0.02%+44,938+4.3%
463DDDuPont de Nemours Inc$4.5M0.02%+5,424+5.9%
464IFFInternational Flavors & Fragrances Inc$4.4M0.02%+7,461+13.9%
465ZNGAZoom Communications Inc$4.4M0.02%+2,298+4.4%
466RPRXRoyalty Pharma PLC$4.4M0.02%+2,390+2.7%
467FWONKLiberty Media Corp-Liberty Formula One$4.4M0.02%+7,029+15.8%
468NTAPNetApp Inc$4.4M0.02%+1,149+2.8%
469NDSNNordson Corp$4.3M0.02%+2,363+17.0%
470STESteris plc$4.3M0.02%+381+2.0%
471BRKRBruker Corp$4.3M0.02%4,405−3.5%
472MDBMongoDB Inc$4.3M0.02%+509+3.0%
473EXPDExpeditors International of Washington Inc$4.3M0.02%+1,147+4.0%
474TWLOTwilio Inc$4.2M0.02%+675+2.0%
475DLTRDollar Tree Inc$4.2M0.02%+497+1.3%
476CPAYCorpay Inc$4.2M0.02%+1,276+9.6%
477AMCRAmcor PLC$4.2M0.02%+106,080NEW
478CDECoeur Mining Inc$4.2M0.02%+224,575NEW
479TROWT Rowe Price Group Inc$4.1M0.01%+83+0.2%
480BROBrown & Brown Inc$4.1M0.01%+4,929+8.5%
481ILMNIllumina Inc$4.0M0.01%+1,053+3.3%
482WRBW R Berkley Corp$4.0M0.01%6,797−10.0%
483PFGPrincipal Financial Group Inc$4.0M0.01%+661+1.5%
484ALLEAllegion PLC$4.0M0.01%+3,471+14.5%
485PEVERPURE INC$4.0M0.01%+7,316+12.2%
486RSReliance Inc$4.0M0.01%+686+5.6%
487CRWVCoreWeave Inc$3.9M0.01%+17,950+54.6%
488KEYKeyCorp$3.9M0.01%282,804−59.3%
489CHTRCharter Communications Inc$3.9M0.01%+645+3.7%
490LLoews Corp$3.8M0.01%+1,031+3.0%
491SBACSBA Communications Corp$3.8M0.01%+2,002+9.9%
492WSOWatsco Inc$3.8M0.01%+874+9.1%
493USFDUS Foods Holding Corp$3.8M0.01%+37,542+985.1%
494BALLBall Corp$3.7M0.01%+8,607+15.7%
495SCCOSouthern Copper Corp$3.7M0.01%+12,667+138.9%
496ENTGEntegris Inc$3.7M0.01%+6,777+27.0%
497LENLennar Corp$3.7M0.01%+1,322+3.2%
498ESSEssex Property Trust Inc$3.7M0.01%+1,705+12.5%
499WSTWest Pharmaceutical Services Inc$3.7M0.01%+381+2.6%
500PTCPTC Inc$3.7M0.01%+803+3.2%

Source: SEC EDGAR · accession 0000912282-26-000720. 13F discloses long positions only — shorts, foreign equities, and options are excluded.