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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
DOW icon
1
Dow Inc
DOW
$21.5B
1,262 1,262 0 39.7%
CTVA icon
2
Corteva
CTVA
$53.5B
1,008 1,008 0 171%
ALC icon
3
Alcon
ALC
$34.4B
535 535 0 13.8%
UBER icon
4
Uber
UBER
$138B
413 413 0 46.1%
AMCR icon
5
Amcor
AMCR
$22B
366 366 0 17.1%
ZM icon
6
Zoom
ZM
$29.3B
198 198 0 12.5%
PINS icon
7
Pinterest
PINS
$13.7B
183 183 0 9.96%
TW icon
8
Tradeweb Markets
TW
$21.8B
150 150 0 134%
DIS icon
9
Walt Disney
DIS
$175B
109 223 114 27.9%
QCOM icon
10
Qualcomm
QCOM
$169B
99 221 122 111%
LMT icon
11
Lockheed Martin
LMT
$136B
96 176 80 61.8%
NEM icon
12
Newmont
NEM
$109B
93 149 56 170%
VEEV icon
13
Veeva Systems
VEEV
$34.4B
80 129 49 30.4%
CMCSA icon
14
Comcast
CMCSA
$86.9B
78 141 63 42.1%
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 27 111%
HEI icon
18
HEICO Corp
HEI
$51.6B
72 114 42 176%
NOW icon
19
ServiceNow
NOW
$121B
70 127 57 113%
GH icon
20
Guardant Health
GH
$21.5B
70 89 19 85.6%
PEP icon
21
PepsiCo
PEP
$190B
66 126 60 5.88%
SBUX icon
22
Starbucks
SBUX
$120B
63 137 74 25.8%
PYPL icon
23
PayPal
PYPL
$50.2B
63 135 72 48.7%
ROP icon
24
Roper Technologies
ROP
$39.1B
62 104 42 8.03%
HON icon
25
Honeywell
HON
$79.3B
61 130 69 52.1%