ALCON AG ORD SHSALC |
| 15.14% | 13.62% | $649.7M | 9.7M | $695.6M | 9.3M | +358,348+3.84% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 10.59% | 4.06% | $454.5M | 6.1M | $207.3M | 3.2M | +2.9M+90.72% | Add |
VISA INCV |
| 7.88% | 7.02% | $338.0M | 985,126 | $358.7M | 1.2M | -201,805-17.00% | Reduce |
FERRARI N V COMRACE |
| 7.69% | 6.08% | $330.0M | 886,360 | $310.8M | 926,523 | -40,163-4.33% | Reduce |
GE AEROSPACEGE |
| 6.72% | 5.54% | $288.3M | 771,417 | $282.9M | 996,847 | -225,430-22.61% | Reduce |
AMAZON COM INCAMZN |
| 6.34% | 7.06% | $272.1M | 1.1M | $360.6M | 1.7M | -589,335-34.04% | Reduce |
ANALOG DEVICES INC COMADI |
| 5.71% | 6.41% | $245.0M | 616,881 | $327.5M | 1.0M | -412,642-40.08% | Reduce |
MICROSOFT CORPMSFT |
| 5.46% | 5.33% | $234.3M | 628,224 | $272.2M | 735,214 | -106,990-14.55% | Reduce |
CISCO SYS INCCSCO |
| 5.4% | 4.62% | $231.6M | 2.0M | $236.2M | 3.0M | -1.1M-35.22% | Reduce |
CANADIAN PACIFIC KANSAS CITYCP |
| 4.9% | 4.23% | $210.2M | 2.4M | $216.1M | 2.7M | -321,768-11.71% | Reduce |
MOODYS CORPMCO |
| 4.52% | 4.36% | $193.8M | 427,920 | $222.8M | 510,824 | -82,904-16.23% | Reduce |
AIR PRODUCTS AND CHEMICALS IAPD |
| 3.78% | 1.33% | $162.2M | 553,359 | $67.8M | 233,356 | +320,003+137.13% | Add |
FAIR ISAAC CORPFICO |
| 2.89% | 2.66% | $123.8M | 103,619 | $135.8M | 127,212 | -23,593-18.55% | Reduce |
INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.88% | 5.75% | $123.5M | 1.0M | $293.7M | 1.9M | -864,039-46.27% | Reduce |
WILLIAMS COS INCWMB |
| 2.57% | 2.53% | $110.5M | 1.5M | $129.3M | 1.8M | -289,793-16.32% | Reduce |
MASTERCARD INCORPORATEDMA |
| 2.27% | 1.52% | $97.6M | 189,941 | $77.7M | 155,592 | +34,349+22.08% | Add |
WATERS CORPWAT |
| 1.78% | 4.76% | $76.3M | 203,356 | $243.3M | 816,929 | -613,573-75.11% | Reduce |
CARLISLE COS INCCSL |
| 1.62% | 1.32% | $69.4M | 191,414 | $67.2M | 201,377 | -9,963-4.95% | Reduce |
LINDE PLCLIN |
| 0.78% | 1.31% | $33.6M | 64,789 | $66.7M | 134,631 | -69,842-51.88% | Reduce |
EQUIFAX INCEFX |
| 0.5% | 1.42% | $21.3M | 134,439 | $72.7M | 403,774 | -269,335-66.70% | Reduce |
COPART INC COMCPRT |
| 0.43% | 0.18% | $18.5M | 656,567 | $9.1M | 274,058 | +382,509+139.57% | Add |
STRYKER CORPORATIONSYK |
| 0.15% | 1.61% | $6.5M | 20,624 | $82.1M | 249,883 | -229,259-91.75% | Reduce |