CIK: 0001767392
Total reported value
$210.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv INC | Stock-Other | 12.20% | — | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.60% | — | — | |
| 3 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 8.40% | — | — | |
| 4 | VRSN | Verisign INC | Stock-Tech | 7.45% | — | — | |
| 5 | AKX | Ansys INC | Stock-Other | 6.83% | — | — | |
| 6 | BDX | Becton Dickinson And Co | Stock-Healthcare | 6.60% | — | — | |
| 7 | LYV | Live Nation Entertainment In | Stock-Comm Services | 6.56% | — | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 6.31% | — | — | |
| 9 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 6.04% | — | — | |
| 10 | ADBE | Adobe INC | Stock-Tech | 5.74% | — | — | |
| 11 | ECL | Ecolab INC | Stock-Materials | 5.40% | — | — | |
| 12 | GDDY | Godaddy INC - Class A | Stock-Tech | 5.30% | — | — | |
| 13 | PYPL | Paypal Holdings INC | Stock-Financials | 4.64% | — | — | |
| 14 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 4.10% | — | — | |
| 15 | ZTS | Zoetis INC | Stock-Healthcare | 2.82% | — | — |