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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘19
DOW icon
1
Dow Inc
DOW
$21.9B
1,262 1,262 0 38.5%
CTVA icon
2
Corteva
CTVA
$52.2B
1,008 1,008 0 165%
ALC icon
3
Alcon
ALC
$34.6B
535 535 0 14.4%
UBER icon
4
Uber
UBER
$147B
413 413 0 55.2%
AMCR icon
5
Amcor
AMCR
$21.8B
366 366 0 17.9%
ZM icon
6
Zoom
ZM
$29.9B
198 198 0 15%
PINS icon
7
Pinterest
PINS
$14.3B
183 183 0 6.03%
TW icon
8
Tradeweb Markets
TW
$21.4B
150 150 0 129%
DIS icon
9
Walt Disney
DIS
$170B
109 223 114 29.7%
QCOM icon
10
Qualcomm
QCOM
$171B
99 221 122 114%
LMT icon
11
Lockheed Martin
LMT
$136B
96 176 80 62.1%
NEM icon
12
Newmont
NEM
$103B
93 149 56 154%
VEEV icon
13
Veeva Systems
VEEV
$34.4B
80 129 49 30.7%
CMCSA icon
14
Comcast
CMCSA
$88.5B
78 141 63 41%
OKTA icon
15
Okta
OKTA
$25.7B
75 123 48 19.7%
MDB icon
16
MongoDB
MDB
$30.6B
75 115 40 150%
ZS icon
17
Zscaler
ZS
$26.4B
73 100 27 113%
HEI icon
18
HEICO Corp
HEI
$51.4B
72 114 42 175%
NOW icon
19
ServiceNow
NOW
$122B
70 127 57 115%
GH icon
20
Guardant Health
GH
$21.4B
70 89 19 85.1%
PEP icon
21
PepsiCo
PEP
$190B
66 126 60 6.08%
SBUX icon
22
Starbucks
SBUX
$120B
63 137 74 25.2%
PYPL icon
23
PayPal
PYPL
$50.1B
63 135 72 48.9%
ROP icon
24
Roper Technologies
ROP
$38.8B
62 104 42 7.24%
HON icon
25
Honeywell
HON
$78.9B
61 130 69 51.2%