DRIEBERGEN-RIJSENBURG, P7
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 14.12M
Full voting authority
14.12M
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 |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 220.25K | SH | $74.43M 5.63% | 220.25K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 536.71K | SH | $73.60M 5.57% | 536.71K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 49.95K | SH | $73.49M 5.56% | 49.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 394.97K | SH | $68.84M 5.21% | 394.97K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 933.91K | SH | $57.76M 4.37% | 933.91K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 277.60K | SH | $54.73M 4.14% | 277.60K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 101.36K | SH | $50.65M 3.83% | 101.36K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 538.20K | SH | $48.99M 3.70% | 538.20K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 282.50K | SH | $45.29M 3.42% | 282.50K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 75.50K | SH | $42.53M 3.22% | 75.50K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 501.86K | SH | $40.19M 3.04% | 501.86K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 518K | SH | $38.78M 2.93% | 518K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.29M | SH | $37.40M 2.83% | 1.29M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 80.39K | SH | $37.07M 2.80% | 80.39K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 255.09K | SH | $36.85M 2.79% | 255.09K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 297.92K | SH | $34.21M 2.59% | 297.92K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.77M | SH | $33.29M 2.52% | 1.77M | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 89.75K | SH | $29.94M 2.26% | 89.75K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 238.50K | SH | $28.50M 2.16% | 238.50K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.01M | SH | $27.71M 2.10% | 1.01M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 370K | SH | $27.52M 2.08% | 370K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 119.10K | SH | $26.74M 2.02% | 119.10K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 93K | SH | $26.06M 1.97% | 93K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 294.50K | SH | $26.04M 1.97% | 294.50K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 86K | SH | $24.96M 1.89% | 86K | 0.00 | 0.00 |