Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
SPGI S&P Global Inc. 5.85 Prodej 0.88% 2,116,093 $305.35 $646,149,000 $352.81 15.54% $279.32 $481.01
GOOGL Alphabet Inc. 5.10 Prodej 0.96% 5,889,126 $95.65 $563,295,000 $93.73 -2.01% $83.34 $151.55
AVGO Broadcom Inc. 4.11 Prodej 0.93% 1,021,489 $444.01 $453,551,000 $531.25 19.65% $415.07 $667.61
ADI Analog Devices 4.06 Prodej 0.86% 3,215,910 $139.34 $448,105,000 $169.66 21.76% $132.89 $184.17
TMO Thermo Fisher Scientific 3.91 Prodej 0.79% 851,439 $507.19 $431,842,000 $567.95 11.98% $475.77 $671.21
A Agilent Technologies 3.77 Prodej 0.89% 3,427,840 $121.55 $416,654,000 $156.28 28.57% $112.13 $161.59
V Visa Inc. 3.67 Prodej 0.87% 2,281,428 $177.65 $405,296,000 $209.10 17.70% $173.81 $233.54
AMT American Tower Corp. 3.56 Prodej 0.71% 1,831,099 $214.70 $393,137,000 $212.25 -1.14% $178.17 $288.99
WTW Willis Towers Watson plc 3.34 Prodej 0.71% 1,836,160 $200.94 $368,958,000 $245.76 22.31% $186.37 $249.27
ICE Intercontinental Exchange Inc. 3.20 Prodej 0.85% 3,907,633 $90.35 $353,055,000 $104.44 15.59% $88.60 $136.99
EFX Equifax Inc. 3.13 Prodej 0.76% 2,015,876 $171.43 $345,582,000 $198.08 15.55% $145.69 $297.76
AON Aon Plc 2.96 Prodej 0.93% 1,221,914 $267.87 $327,315,000 $306.57 14.45% $245.26 $340.07
FIS Fidelity National Information Services 2.87 Prodej 0.87% 4,196,301 $75.57 $317,114,000 $69.79 -7.65% $56.53 $120.23
VRSN Verisign Inc. 2.76 Prodej 0.68% 1,751,262 $173.70 $304,195,000 $197.63 13.78% $155.25 $257.03
CBRE CBRE Group 2.75 Prodej 0.88% 4,505,213 $67.51 $304,147,000 $76.12 12.75% $66.31 $111.00
CME CME Group 2.59 Prodej 0.88% 1,614,662 $177.13 $286,006,000 $177.17 0.02% $166.58 $253.23
AMAT Applied Materials 2.58 Prodej 0.89% 3,470,583 $81.93 $284,345,000 $108.65 32.61% $70.95 $165.82
IQV IQVIA Holdings Inc. 2.56 Prodej 0.88% 1,560,039 $181.14 $282,586,000 $210.41 16.16% $165.75 $285.61
BC Brunswick Corp. 2.55 Prodej 1.05% 4,300,917 $65.45 $281,495,000 $72.08 10.13% $61.29 $101.54
MSFT Microsoft Corp. 2.55 Nákup 13.04% 1,207,444 $232.90 $281,214,000 $247.41 6.23% $212.83 $341.10
ZTS Zoetis Inc. 2.50 Prodej 0.72% 1,857,751 $148.29 $275,486,000 $153.68 3.63% $124.15 $247.45
ECL Ecolab Inc. 2.33 Prodej 0.83% 1,782,160 $144.42 $257,380,000 $149.17 3.29% $131.04 $235.03
TNET TriNet Group 2.29 Prodej 0.72% 3,549,515 $71.22 $252,796,000 $68.35 -4.03% $60.61 $103.36
FAST Fastenal 2.26 Prodej 1.04% 5,409,249 $46.04 $249,042,000 $51.19 11.19% $43.44 $63.21
BDX Becton Dickinson 2.19 Prodej 1.11% 1,085,256 $222.83 $241,828,000 $247.97 11.28% $215.90 $275.43
BLK BlackRock Inc. 2.12 Nákup 14.47% 425,689 $550.28 $234,248,000 $703.44 27.83% $499.68 $914.00
ADSK Autodesk Inc. 2.09 Prodej 0.87% 1,235,493 $186.80 $230,791,000 $196.58 5.24% $163.20 $285.38
GOOG Alphabet Inc. CL C 2.09 Prodej 0.92% 2,396,018 $96.15 $230,377,000 $93.98 -2.26% $83.45 $152.10
TSM Taiwan Semiconductor S.A. 2.06 Prodej 0.83% 3,322,282 $68.56 $227,776,000 $80.80 17.85% $59.43 $142.74
ENTG Entegris Inc. 1.92 Nákup 22.70% 2,556,644 $83.02 $212,253,000 $71.70 -13.64% $61.75 $153.39
SSNC SS&C Technologies Holdings Inc. 1.90 Nákup 19.66% 4,386,719 $47.75 $209,466,000 $50.53 5.82% $45.07 $84.00
IBKR Interactive Brokers Group Inc. 1.43 Prodej 0.88% 2,470,872 $63.91 $157,914,000 $76.29 19.37% $52.03 $82.47
META Meta Platforms Inc. 1.39 Prodej 0.80% 1,133,827 $135.68 $153,838,000 $115.34 -14.99% $88.09 $352.71
AWI Armstrong World Industries Inc. 1.27 Prodej 0.89% 1,764,912 $79.23 $139,834,000 $71.18 -10.16% $70.50 $116.32
CACC Credit Acceptance Corp. 1.00 Prodej 1.16% 252,544 $438.00 $110,614,000 $454.86 3.85% $397.58 $699.08
ADBE Adobe Inc. 0.95 Prodej 0.77% 382,590 $275.20 $105,289,000 $332.58 20.85% $274.73 $675.21
EDR Endeavor Group Holdings Inc. 0.75 Prodej 0.88% 4,099,864 $20.26 $83,063,000 $21.00 3.65% $17.42 $35.28
HAYW Hayward Holdings Inc 0.43 Prodej 1.11% 5,402,297 $8.87 $47,919,000 $9.03 1.80% $7.97 $26.42