Q4 2017 Holdings
Filed 2018-02-01 | 2416 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $25.6M | 115,224 | 1.4% |
| Autozone Inc(AZO) | COM | 053332102 | $27.5M | 38,684 | 1.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $30.4M | 289,625 | 1.7% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $38.6M | 453,845 | 2.1% |
| Cummins Inc(CMI) | COM | 231021106 | $39.9M | 226,055 | 2.2% |
| Corning Inc(GLW) | COM | 219350105 | $46.6M | 1,456,197 | 2.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $49.4M | 1,992,201 | 2.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $53.7M | 234,945 | 3.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $63.6M | 573,071 | 3.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $90.5M | 269,412 | 5.0% |
| Conocophillips(COP) | COM | 20825C104 | $94.8M | 1,727,107 | 5.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $94.9M | 297,845 | 5.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $114.4M | 614,418 | 6.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $123.2M | 703,120 | 6.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $218.6M | 2,260,862 | 12.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $271.6M | 7,091,272 | 15.0% |