High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
226
Envestnet Asset Management
Envestnet Asset Management
Illinois
$805M +188% 3,238,448
227
Wellington Management Group
Wellington Management Group
Massachusetts
$803M +26,998% 7,341,215
228
Rockefeller Capital Management
Rockefeller Capital Management
New York
$787M +2,488% 1,590,398
229
AQR Capital Management
AQR Capital Management
Connecticut
$786M +173% 16,332,924
230
Wellington Management Group
Wellington Management Group
Massachusetts
$784M +440% 13,313,817
231
CRM
Cardano Risk Management
Netherlands
$780M +858% 1,576,544
232
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$778M +142% 1,144,887
233
Corient Private Wealth
Corient Private Wealth
Florida
$776M +113% 1,593,782
234
Bank of America
Bank of America
North Carolina
$772M +680% 3,355,223
235
JSC
J. Stern & Co
United Kingdom
$770M +9,867% 2,515,515
236
MSU
Mizuho Securities USA
New York
$768M +453% 1,136,665
237
FGP
Freestone Grove Partners
California
$767M +376% 1,129,330
238
CRM
Cardano Risk Management
Netherlands
$767M +864% 2,262,006
239
Corient Private Wealth
Corient Private Wealth
Florida
$760M +315% 4,887,583
240
MIFH
Migdal Insurance & Financial Holdings
Israel
$759M +3,235% 3,005,140
241
CRM
Cardano Risk Management
Netherlands
$754M +838% 4,393,375
242
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$753M +175% 6,987,867
243
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$749M +51,442% 10,038,432
244
UBS Group
UBS Group
Switzerland
$745M +128% 3,237,842
245
AAIM
American Assets Investment Management
California
$745M +1,249% 14,095,375
246
Capital Research Global Investors
Capital Research Global Investors
California
$745M +286% 19,722,010
247
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$742M +304% 11,999,874
248
Corient Private Wealth
Corient Private Wealth
Florida
$740M +288% 6,862,512
249
GQG Partners
GQG Partners
Florida
$736M +587% 13,801,371
250
Harris Associates
Harris Associates
Illinois
$736M +130% 8,790,629