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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
DOW icon
1
Dow Inc
DOW
$21.4B
1,262 1,262 0 39.8%
CTVA icon
2
Corteva
CTVA
$52.5B
1,008 1,008 0 166%
ALC icon
3
Alcon
ALC
$34.4B
535 535 0 13.7%
UBER icon
4
Uber
UBER
$139B
413 413 0 47%
AMCR icon
5
Amcor
AMCR
$22.1B
366 366 0 16.9%
ZM icon
6
Zoom
ZM
$29.5B
198 198 0 13.3%
PINS icon
7
Pinterest
PINS
$13.1B
183 183 0 14.2%
TW icon
8
Tradeweb Markets
TW
$21.8B
150 150 0 134%
DIS icon
9
Walt Disney
DIS
$177B
109 223 114 27.1%
QCOM icon
10
Qualcomm
QCOM
$165B
99 221 122 107%
LMT icon
11
Lockheed Martin
LMT
$133B
96 176 80 58.9%
NEM icon
12
Newmont
NEM
$110B
93 149 56 171%
VEEV icon
13
Veeva Systems
VEEV
$34.7B
80 129 49 31.7%
CMCSA icon
14
Comcast
CMCSA
$87.8B
78 141 63 41.5%
OKTA icon
15
Okta
OKTA
$25.6B
75 123 48 19.1%
MDB icon
16
MongoDB
MDB
$30.3B
75 115 40 147%
ZS icon
17
Zscaler
ZS
$26.1B
73 100 27 111%
HEI icon
18
HEICO Corp
HEI
$51.3B
72 114 42 174%
NOW icon
19
ServiceNow
NOW
$121B
70 127 57 113%
GH icon
20
Guardant Health
GH
$21.9B
70 89 19 89%
PEP icon
21
PepsiCo
PEP
$189B
66 126 60 5.83%
SBUX icon
22
Starbucks
SBUX
$121B
63 137 74 26.4%
PYPL icon
23
PayPal
PYPL
$49.6B
63 135 72 49.4%
ROP icon
24
Roper Technologies
ROP
$39B
62 104 42 7.72%
HON icon
25
Honeywell
HON
$78.6B
61 130 69 50.8%