May 4, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMERICAN EXPRESS CO |
| AMGEN INC |
| AMPHENOL CORP NEW CL A |
| ANALOG DEVICES INC |
| APPLE INC |
| APPLIED MATERIALS INC |
| ARISTA NETWORKS INC |
| Applovin Corp |
| BLACKSTONE INC |
| BOEING CO/THE |
| BROADCOM INC |
| CATERPILLAR INC |
| CISCO SYSTEMS INC |
| COCA-COLA CO/THE |
| CORNING INC |
| COSTCO WHOLESALE CORP |
| EATON CORPORATION PLC |
| ELI LILLY & CO |
| GE AEROSPACE |
| GE VERNOVA LLC |
| GILEAD SCIENCES INC |
| HOME DEPOT INC |
| HONEYWELL INTERNATIONAL INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| INTUIT INC |
| INTUITIVE SURGICAL INC |
| JOHNSON & JOHNSON |
| KLA CORP |
| LAM RESEARCH CORP |
| LINDE PLC |
| LOCKHEED MARTIN CORP |
| MASTERCARD INC-CLASS A |
| MERCK & CO. INC. |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| NETFLIX INC |
| NEWMONT CORP |
| NVIDIA CORP |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PEPSICO INC |
| PROCTER & GAMBLE CO |
| PROGRESSIVE CORP |
| RTX CORPORATION |
| S&P GLOBAL INC |
| SALESFORCE INC |
| SANDISK CORP |
| SCHWAB (CHARLES) CORP |
| SOUTHERN COPPER CORP |
| SPOTIFY TECHNOLOGY SA |
| STRYKER CORP |
| T-MOBILE US INC |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| TJX COMPANIES INC |
| UBER TECHNOLOGIES INC |
| UNION PACIFIC CORP |
| VERTEX PHARMACEUTICALS INC |
| VISA INC-CLASS A SHARES |
| WALMART INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.