DRIEBERGEN-RIJSENBURG, P7
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 16.72M
Full voting authority
16.72M
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 |
|---|---|---|---|---|---|---|---|
KLA CORPSOLE | COM NEW | 340.01K | SH | $102.41M 6.24% | 340.01K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 207.15K | SH | $98.93M 6.02% | 207.15K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 285.30K | SH | $97.17M 5.92% | 285.30K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 528.31K | SH | $82.92M 5.05% | 528.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 384.57K | SH | $76.82M 4.68% | 384.57K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 321.25K | SH | $75.74M 4.61% | 321.25K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 118.46K | SH | $60.84M 3.71% | 118.46K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 526.50K | SH | $58.84M 3.58% | 526.50K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 1.04M | SH | $56.58M 3.45% | 1.04M | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 2.03M | SH | $50.49M 3.07% | 2.03M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 74.05K | SH | $46.97M 2.86% | 74.05K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 504K | SH | $45.68M 2.78% | 504K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 493.36K | SH | $44.63M 2.72% | 493.36K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 105K | SH | $41.10M 2.50% | 105K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 277.10K | SH | $40.63M 2.47% | 277.10K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 106.75K | SH | $38.72M 2.36% | 106.75K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 32.05K | SH | $38.44M 2.34% | 32.05K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 89.19K | SH | $35.46M 2.16% | 89.19K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 396.50K | SH | $35.16M 2.14% | 396.50K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 93K | SH | $35.03M 2.13% | 93K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 293.22K | SH | $34.65M 2.11% | 293.22K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.67M | SH | $34.57M 2.11% | 1.67M | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 235.50K | SH | $27.84M 1.70% | 235.50K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 142K | SH | $27.67M 1.69% | 142K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 586.31K | SH | $27.12M 1.65% | 586.31K | 0.00 | 0.00 |