May 22, 2026
Announcement
| ADOBE INC |
| ADVANCED MICRO DEVICES |
| AIRBNB INC |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMERICAN EXPRESS CO |
| AMERICAN TOWER CORP |
| AMGEN INC |
| AMPHENOL CORP NEW CL A |
| APPLE INC |
| APPLIED MATERIALS INC |
| ARISTA NETWORKS INC |
| AUTODESK INC |
| AUTOMATIC DATA PROCESSING |
| Applovin Corp |
| BLACKSTONE INC |
| BLOOM ENERGY CORP |
| BOEING CO/THE |
| BOSTON SCIENTIFIC CORP |
| BROADCOM INC |
| CADENCE DESIGN SYSTEMS INC |
| CATERPILLAR INC |
| CIENA CORP |
| CINTAS CORP |
| CLOUDFLARE INC - CLASS A |
| COLGATE-PALMOLIVE CO |
| CONSTELLATION ENERGY CORPORATION |
| CORNING INC |
| COSTCO WHOLESALE CORP |
| CROWDSTRIKE HOLDINGS INC |
| CUMMINS INC |
| DELL TECHNOLOGIES INC - C |
| DOORDASH INC |
| EATON CORPORATION PLC |
| ELI LILLY & CO |
| EQUINIX INC |
| FORTINET INC |
| GE VERNOVA LLC |
| HOWMET AEROSPACE INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| INTUIT INC |
| INTUITIVE SURGICAL INC |
| KLA CORP |
| LAM RESEARCH CORP |
| MARVELL TECHNOLOGY INC |
| MASTERCARD INC-CLASS A |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MONOLITHIC POWER SYSTEMS INC |
| MONSTER BEVERAGE CORP |
| MOODYS CORP |
| MOTOROLA SOLUTIONS INC |
| NETFLIX INC |
| NEWMONT CORP |
| NVIDIA CORP |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PARKER HANNIFIN CORP |
| PROGRESSIVE CORP |
| QUANTA SERVICES INC |
| ROBINHOOD MARKETS INC - A |
| ROSS STORES INC |
| ROYAL CARIBBEAN CRUISES LTD |
| SALESFORCE INC |
| SANDISK CORP |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SERVICENOW INC |
| SHERWIN-WILLIAMS CO |
| SOUTHERN COPPER CORP |
| SPOTIFY TECHNOLOGY SA |
| TESLA INC |
| TJX COMPANIES INC |
| TRANE TECHNOLOGIES PLC |
| UBER TECHNOLOGIES INC |
| VERTIV HOLDINGS CO |
| VISA INC-CLASS A SHARES |
| VISTRA CORP |
| WASTE MANAGEMENT INC |
| WESTERN DIGITAL CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.