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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘14
WAT icon
101
Waters Corp
WAT
$40.7B
44 176 132 283%
AZO icon
102
AutoZone
AZO
$49.7B
44 188 144 466%
GPC icon
103
Genuine Parts
GPC
$18.6B
44 236 192 55.5%
MCO icon
104
Moody's
MCO
$82.5B
44 179 135 501%
UNP icon
105
Union Pacific
UNP
$174B
43 481 438 212%
SJM icon
106
J.M. Smucker
SJM
$12.5B
42 233 191 20.7%
MANH icon
107
Manhattan Associates
MANH
$11.4B
42 109 67 457%
INTU icon
108
Intuit
INTU
$92B
41 230 189 333%
MRSH
109
Marsh
MRSH
$91.3B
40 224 184 288%
WRB icon
110
W.R. Berkley
WRB
$26B
40 131 91 468%
DXCM icon
111
DexCom
DXCM
$33.8B
39 98 59 766%
WYNN icon
112
Wynn Resorts
WYNN
$10.8B
38 193 155 52.8%
WMB icon
113
Williams Companies
WMB
$88.4B
38 284 246 78.2%
BALL icon
114
Ball Corp
BALL
$16.6B
37 161 124 129%
HAS icon
115
Hasbro
HAS
$13.7B
37 176 139 74.5%
PGR icon
116
Progressive
PGR
$123B
37 164 127 777%
VLO icon
117
Valero Energy
VLO
$93.3B
37 301 264 510%
MGM icon
118
MGM Resorts International
MGM
$11.1B
37 131 94 70.6%
CAH icon
119
Cardinal Health
CAH
$56.3B
37 264 227 243%
AIZ icon
120
Assurant
AIZ
$13.9B
36 144 108 333%
HUM icon
121
Humana
HUM
$44.8B
36 195 159 231%
CGNX icon
122
Cognex
CGNX
$10.6B
36 94 58 272%
TRMB icon
123
Trimble
TRMB
$13.5B
36 152 116 49.2%
AYI icon
124
Acuity Brands
AYI
$10.7B
36 112 76 169%
ISRG icon
125
Intuitive Surgical
ISRG
$142B
35 188 153 724%