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 $368.05 20.53% $279.32 $422.40
GOOGL Alphabet Inc. 5.10 Prodej 0.96% 5,889,126 $95.65 $563,295,000 $98.00 2.46% $83.34 $151.55
AVGO Broadcom Inc. 4.11 Prodej 0.93% 1,021,489 $444.01 $453,551,000 $570.44 28.47% $411.63 $634.65
ADI Analog Devices 4.06 Prodej 0.86% 3,215,910 $139.34 $448,105,000 $165.12 18.50% $132.89 $179.95
TMO Thermo Fisher Scientific 3.91 Prodej 0.79% 851,439 $507.19 $431,842,000 $593.66 17.05% $475.52 $617.34
A Agilent Technologies 3.77 Prodej 0.89% 3,427,840 $121.55 $416,654,000 $155.92 28.28% $111.96 $160.03
V Visa Inc. 3.67 Prodej 0.87% 2,281,428 $177.65 $405,296,000 $224.31 26.27% $173.81 $233.54
AMT American Tower Corp. 3.56 Prodej 0.71% 1,831,099 $214.70 $393,137,000 $221.41 3.13% $178.17 $280.43
WTW Willis Towers Watson plc 3.34 Prodej 0.71% 1,836,160 $200.94 $368,958,000 $253.05 25.93% $185.74 $258.43
ICE Intercontinental Exchange Inc. 3.20 Prodej 0.85% 3,907,633 $90.35 $353,055,000 $108.48 20.07% $88.28 $135.85
EFX Equifax Inc. 3.13 Prodej 0.76% 2,015,876 $171.43 $345,582,000 $222.69 29.90% $145.69 $243.35
AON Aon Plc 2.96 Prodej 0.93% 1,221,914 $267.87 $327,315,000 $325.40 21.48% $245.26 $340.07
FIS Fidelity National Information Services 2.87 Prodej 0.87% 4,196,301 $75.57 $317,114,000 $73.92 -2.18% $56.15 $119.42
VRSN Verisign Inc. 2.76 Prodej 0.68% 1,751,262 $173.70 $304,195,000 $214.87 23.70% $155.25 $228.80
CBRE CBRE Group 2.75 Prodej 0.88% 4,505,213 $67.51 $304,147,000 $84.29 24.86% $66.31 $106.60
CME CME Group 2.59 Prodej 0.88% 1,614,662 $177.13 $286,006,000 $175.05 -1.17% $161.33 $245.26
AMAT Applied Materials 2.58 Prodej 0.89% 3,470,583 $81.93 $284,345,000 $109.66 33.85% $70.95 $144.09
IQV IQVIA Holdings Inc. 2.56 Prodej 0.88% 1,560,039 $181.14 $282,586,000 $223.61 23.45% $165.75 $256.62
BC Brunswick Corp. 2.55 Prodej 1.05% 4,300,917 $65.45 $281,495,000 $77.98 19.14% $61.29 $96.92
MSFT Microsoft Corp. 2.55 Nákup 13.04% 1,207,444 $232.90 $281,214,000 $240.19 3.13% $212.83 $313.66
ZTS Zoetis Inc. 2.50 Prodej 0.72% 1,857,751 $148.29 $275,486,000 $163.81 10.47% $123.86 $203.66
ECL Ecolab Inc. 2.33 Prodej 0.83% 1,782,160 $144.42 $257,380,000 $152.88 5.86% $130.56 $200.73
TNET TriNet Group 2.29 Prodej 0.72% 3,549,515 $71.22 $252,796,000 $76.10 6.85% $60.61 $103.36
FAST Fastenal 2.26 Prodej 1.04% 5,409,249 $46.04 $249,042,000 $48.98 6.39% $43.44 $59.62
BDX Becton Dickinson 2.19 Prodej 1.11% 1,085,256 $222.83 $241,828,000 $253.81 13.90% $215.10 $274.41
BLK BlackRock Inc. 2.12 Nákup 14.47% 425,689 $550.28 $234,248,000 $741.71 34.79% $499.68 $814.34
ADSK Autodesk Inc. 2.09 Prodej 0.87% 1,235,493 $186.80 $230,791,000 $205.99 10.27% $163.20 $252.34
GOOG Alphabet Inc. CL C 2.09 Prodej 0.92% 2,396,018 $96.15 $230,377,000 $99.26 3.23% $83.45 $152.10
TSM Taiwan Semiconductor S.A. 2.06 Prodej 0.83% 3,322,282 $68.56 $227,776,000 $91.03 32.77% $59.09 $125.94
ENTG Entegris Inc. 1.92 Nákup 22.70% 2,556,644 $83.02 $212,253,000 $78.43 -5.53% $61.75 $141.39
SSNC SS&C Technologies Holdings Inc. 1.90 Nákup 19.66% 4,386,719 $47.75 $209,466,000 $56.30 17.91% $45.07 $81.63
IBKR Interactive Brokers Group Inc. 1.43 Prodej 0.88% 2,470,872 $63.91 $157,914,000 $78.90 23.45% $52.03 $83.40
META Meta Platforms Inc. 1.39 Prodej 0.80% 1,133,827 $135.68 $153,838,000 $139.31 2.68% $88.09 $328.00
AWI Armstrong World Industries Inc. 1.27 Prodej 0.89% 1,764,912 $79.23 $139,834,000 $74.25 -6.29% $66.86 $103.98
CACC Credit Acceptance Corp. 1.00 Prodej 1.16% 252,544 $438.00 $110,614,000 $406.97 -7.08% $358.00 $648.95
ADBE Adobe Inc. 0.95 Prodej 0.77% 382,590 $275.20 $105,289,000 $356.36 29.49% $274.73 $540.46
EDR Endeavor Group Holdings Inc. 0.75 Prodej 0.88% 4,099,864 $20.26 $83,063,000 $21.28 5.03% $17.42 $33.44
HAYW Hayward Holdings Inc 0.43 Prodej 1.11% 5,402,297 $8.87 $47,919,000 $12.95 46.00% $7.97 $21.59