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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
DOW icon
1
Dow Inc
DOW
$20.8B
1,262 1,262 0 41.7%
CTVA icon
2
Corteva
CTVA
$53.7B
1,008 1,008 0 172%
ALC icon
3
Alcon
ALC
$31.4B
535 535 0 4.82%
UBER icon
4
Uber
UBER
$144B
414 414 0 52%
AMCR icon
5
Amcor
AMCR
$19.4B
366 366 0 27.1%
ZM icon
6
Zoom
ZM
$25.9B
198 198 0 0.02%
PINS icon
7
Pinterest
PINS
$10.5B
183 183 0 31.7%
TW icon
8
Tradeweb Markets
TW
$21.9B
150 150 0 137%
AVTR icon
9
Avantor
AVTR
$10.5B
111 111 0 18.7%
DIS icon
10
Walt Disney
DIS
$177B
108 222 114 26.5%
QCOM icon
11
Qualcomm
QCOM
$190B
98 220 122 134%
LMT icon
12
Lockheed Martin
LMT
$123B
96 176 80 46.7%
NEM icon
13
Newmont
NEM
$130B
93 149 56 221%
VEEV icon
14
Veeva Systems
VEEV
$42.1B
80 129 49 60.5%
CMCSA icon
15
Comcast
CMCSA
$80.7B
79 142 63 46.2%
OKTA icon
16
Okta
OKTA
$31.9B
75 123 48 47.7%
MDB icon
17
MongoDB
MDB
$30.9B
75 115 40 152%
ZS icon
18
Zscaler
ZS
$32.2B
73 100 27 157%
HEI icon
19
HEICO Corp
HEI
$41.7B
72 114 42 123%
PAYC icon
20
Paycom
PAYC
$10.2B
70 112 42 0.19%
GH icon
21
Guardant Health
GH
$24.1B
70 89 19 108%
NOW icon
22
ServiceNow
NOW
$140B
69 126 57 147%
PEP icon
23
PepsiCo
PEP
$177B
66 126 60 1.05%
SBUX icon
24
Starbucks
SBUX
$109B
62 137 75 14.3%
PYPL icon
25
PayPal
PYPL
$44.8B
62 135 73 54.2%