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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
DOW icon
1
Dow Inc
DOW
$21.3B
1,262 1,262 0 40.1%
CTVA icon
2
Corteva
CTVA
$53.2B
1,008 1,008 0 170%
ALC icon
3
Alcon
ALC
$34.2B
535 535 0 13%
UBER icon
4
Uber
UBER
$137B
413 413 0 44.6%
AMCR icon
5
Amcor
AMCR
$22B
366 366 0 17.2%
ZM icon
6
Zoom
ZM
$29.1B
198 198 0 11.9%
PINS icon
7
Pinterest
PINS
$13.1B
183 183 0 14.1%
TW icon
8
Tradeweb Markets
TW
$21.8B
150 150 0 133%
DIS icon
9
Walt Disney
DIS
$174B
109 223 114 28.4%
QCOM icon
10
Qualcomm
QCOM
$166B
99 221 122 108%
LMT icon
11
Lockheed Martin
LMT
$134B
96 176 80 60.1%
NEM icon
12
Newmont
NEM
$110B
93 149 56 173%
VEEV icon
13
Veeva Systems
VEEV
$34.5B
80 129 49 30.9%
CMCSA icon
14
Comcast
CMCSA
$87.1B
78 141 63 41.9%
OKTA icon
15
Okta
OKTA
$25.7B
75 123 48 19.7%
MDB icon
16
MongoDB
MDB
$30.3B
75 115 40 147%
ZS icon
17
Zscaler
ZS
$26.2B
73 100 27 112%
HEI icon
18
HEICO Corp
HEI
$51.4B
72 114 42 175%
NOW icon
19
ServiceNow
NOW
$120B
70 127 57 112%
GH icon
20
Guardant Health
GH
$22.1B
70 89 19 90.3%
PEP icon
21
PepsiCo
PEP
$189B
66 126 60 5.74%
SBUX icon
22
Starbucks
SBUX
$121B
63 137 74 26.9%
PYPL icon
23
PayPal
PYPL
$49.8B
63 135 72 49.1%
ROP icon
24
Roper Technologies
ROP
$39B
62 104 42 7.62%
HON icon
25
Honeywell
HON
$78.7B
61 130 69 50.9%