Q4 2020 Holdings
Filed 2021-02-04 | 447 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.1B | 31,297,711 | 91.0% |
| Alibaba Group Holding Ltd Sp A(BABA) | ADR | 01609W102 | $67.7M | 290,746 | 5.5% |
| Cargurus Inc Cl A(CARG) | COM | 141788109 | $25.2M | 795,589 | 2.0% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $7.1M | 18,895 | 0.6% |
| Boeing Co(BA) | COM | 097023105 | $5.1M | 23,674 | 0.4% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $856.0K | 22,689 | 0.1% |
| ConocoPhillips(COP) | COM | 20825C104 | $493.0K | 12,322 | 0.0% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $449.0K | 4,191 | 0.0% |
| Adobe Inc Com(ADBE) | COM | 00724F101 | $444.0K | 887 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $292.0K | 4,301 | 0.0% |
| Biolife Solutions Inc(BLFS) | COM | 09062W204 | $221.0K | 5,545 | 0.0% |
| CryoPort Inc(CYRX) | COM | 229050307 | $220.0K | 5,022 | 0.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $216.0K | 4,821 | 0.0% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $203.0K | 1,653 | 0.0% |
| Corteva Inc(CTVA) | COM | 22052L104 | $195.0K | 5,029 | 0.0% |
| Conmed Corp(CNMD) | COM | 207410101 | $158.0K | 1,408 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $148.7K | 45,667 | 0.0% |
| Casella Waste Systems Inc Cl A(CWST) | COM | 147448104 | $118.0K | 1,910 | 0.0% |
| Crown Castle Intl Corp(CCI) | RE | 22822V101 | $111.0K | 700 | 0.0% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $110.0K | 2,860 | 0.0% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $102.0K | 2,362 | 0.0% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $99.0K | 1,455 | 0.0% |
| Ceva Inc(CEVA) | COM | 157210105 | $87.0K | 1,908 | 0.0% |
| Dana Incorporated(DAN) | COM | 235825205 | $86.0K | 4,420 | 0.0% |
| Allscripts Healthcare Solution(MDRX) | COM | 01988P108 | $84.0K | 5,820 | 0.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $78.0K | 744 | 0.0% |
| CytoSorbents Corp(CTSO) | COM | 23283X206 | $78.0K | 9,801 | 0.0% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $77.8K | 332,195 | 0.0% |
| Concentrix Corp(CNXC) | COM | 20602D101 | $69.0K | 701 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $66.0K | 296,748 | 0.0% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $66.0K | 806 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $60.9K | 789,267 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $55.3K | 345,407 | 0.0% |
| Facebook Inc Cl A(META) | COM | 30303M102 | $55.2K | 202,197 | 0.0% |
| Lilly Eli & Co(LLY) | COM | 532457108 | $50.3K | 297,928 | 0.0% |
| Arcosa Inc(ACA) | COM | 039653100 | $49.0K | 900 | 0.0% |
| Alphabet Inc Cap Stock Cl C(GOOG) | COM | 02079K107 | $42.9K | 24,473 | 0.0% |
| Southern Copper Corp(SCCO) | COM | 84265V105 | $41.8K | 641,548 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $39.3K | 669,555 | 0.0% |
| American Electric Power Inc(AEP) | COM | 025537101 | $36.9K | 442,907 | 0.0% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $35.0K | 400 | 0.0% |
| Mongodb Inc Cl A(MDB) | COM | 60937P106 | $34.6K | 96,475 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $33.6K | 184,816 | 0.0% |
| Draftkings Inc Cl A(DKNG1USD) | COM | 26142R104 | $25.0K | 537,363 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $23.0K | 373,675 | 0.0% |
| Duke Energy Corp(DUK) | COM | 26441C204 | $21.7K | 237,393 | 0.0% |
| Magellan Midstream Partners LP(WEP) | LTD | 559080106 | $20.3K | 478,059 | 0.0% |
| Public Service Enterprise Grou(PEG) | COM | 744573106 | $19.8K | 339,162 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $18.3K | 227,308 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $17.0K | 247,397 | 0.0% |