Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 16.74M
Full voting authority
16.74M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 625K | SH | $39.22M 4.84% | 625K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 48.10K | SH | $37.16M 4.59% | 48.10K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 33.72K | SH | $31.01M 3.83% | 33.72K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 159.76K | SH | $26.12M 3.22% | 159.76K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 336.50K | SH | $24.17M 2.98% | 336.50K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 167.75K | SH | $23.38M 2.88% | 167.75K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 41.34K | SH | $20.32M 2.51% | 41.34K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 109.10K | SH | $20.00M 2.47% | 109.10K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 43.48K | SH | $19.42M 2.40% | 43.48K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.05M | SH | $18.56M 2.29% | 1.05M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 36.85K | SH | $16.99M 2.10% | 36.85K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 52.38K | SH | $16.45M 2.03% | 52.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.80K | SH | $15.71M 1.94% | 47.80K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 71.58K | SH | $15.57M 1.92% | 71.58K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 85.30K | SH | $14.98M 1.85% | 85.30K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 16.85K | SH | $14.58M 1.80% | 16.85K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 75.89K | SH | $14.35M 1.77% | 75.89K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 145K | SH | $13.39M 1.65% | 145K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 100.84K | SH | $13.28M 1.64% | 100.84K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 163K | SH | $13.05M 1.61% | 163K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 24.05K | SH | $12.59M 1.55% | 24.05K | 0.00 | 0.00 |
UNITED HEALTH GROUP INCSOLE | COM | 45.50K | SH | $12.31M 1.52% | 45.50K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 475K | SH | $11.88M 1.47% | 475K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 207K | SH | $11.69M 1.44% | 207K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 112K | SH | $11.50M 1.42% | 112K | 0.00 | 0.00 |