April 24, 2026
Announcement
| ACCENTURE PLC-CL A |
| ARISTA NETWORKS INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| CIRCLE INTERNET GROUP INC |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP |
| CROWDSTRIKE HOLDINGS INC |
| FORTIVE CORP |
| GENERAL DYNAMICS CORP |
| HP INC |
| KEYSIGHT TECHNOLOGIES INC |
| KLA CORP |
| MICRON TECHNOLOGY INC |
| MONOLITHIC POWER SYSTEMS INC |
| NORTHROP GRUMMAN CORP |
| PALANTIR TECHNOLOGIES INC |
| PAYCHEX INC |
| QNITY ELECTRONICS INC |
| SALESFORCE INC |
| SERVICENOW INC |
| SPOTIFY TECHNOLOGY SA |
| VEEVA SYSTEMS INC |
| VERISK ANALYTICS INC |
| VERTIV HOLDINGS CO |
| ZOOM VIDEO COMMUNICATIONS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.