MERIAN GLOBAL INVESTORS (UK) Ltd

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CIK 1080386

13F portfolio (2020-Q2)

$6.3B

Positions

384

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2020-Q1. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2020-Q2)

Holdings

384

Top 5

16.3%

Top 10

25.2%

Effective N

82.2

HHI

0.012

This quarter

148 new · 0 exit →

By sector

Information Technology24.2%

Financials16.3%

Health Care12.9%

Unclassified9.8%

Consumer Discretionary9.3%

Industrials8.1%

Communication Services7.1%

Materials6.0%

Other6.1%

By market cap

Mega (>$200B)38.2%

Large ($10–200B)33.8%

Unknown14.7%

Mid ($2–10B)11.5%

Small ($300M–2B)1.8%

Micro (<$300M)0.1%

By region

North America86.9%

Other9.9%

Asia-Pacific2.7%

Europe0.5%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Software	11.96%	17
Pharmaceuticals & Biotechnology	10.02%	27
Unclassified	9.92%	65
Commercial Services & Supplies	8.42%	15
Specialty Retail	6.05%	17
Software & IT Services	5.51%	12
Technology Hardware & Equipment	5.39%	14
Capital Markets	5.32%	17
Semiconductors & Semiconductor Equipment	4.62%	9
Insurance	3.85%	19
Banks	3.27%	16
Metals & Mining	2.63%	10
Chemicals	2.54%	7
Equity Real Estate Investment Trusts (REITs)	2.45%	16
Diversified Telecommunication Services	2.21%	5
Utilities	1.55%	20
Life Sciences Tools & Services	1.51%	4
Automobiles & Components	1.41%	5
Health Care Equipment & Supplies	1.31%	4
Construction & Engineering	1.16%	4
Electrical Equipment & Components	1.05%	3
Hotels, Restaurants & Leisure	1.05%	11
Oil, Gas & Consumable Fuels	0.99%	5
Aerospace & Defense	0.90%	4
Construction Materials	0.75%	3
Distributors	0.68%	7
Machinery	0.66%	12
Beverages	0.64%	2
Airlines	0.47%	2
Food Products	0.36%	5
Media & Entertainment	0.36%	4
Communications Equipment	0.26%	1
Professional Services	0.13%	3
Transportation Infrastructure	0.12%	1
Diversified Consumer Services	0.10%	1
Tobacco	0.07%	1
Paper & Forest Products	0.07%	2
Real Estate Management & Development	0.06%	1
Health Care Providers & Services	0.06%	4
Marine	0.02%	1
Food & Staples Retailing	0.01%	2
Household Durables	0.01%	2
Road & Rail	0.01%	2
Entertainment	0.01%	1
Leisure Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	5.05%
2	AAPL	Apple Inc.	Information Technology	4.08%
3	AMZN	AMAZON COM INC	Consumer Discretionary	3.13%
4	META	Meta Platforms, Inc.	Communication Services	2.18%
5	JNJ	JOHNSON & JOHNSON	Health Care	1.91%
6	V	VISA INC.	Financials	1.90%
7	PG	PROCTER & GAMBLE Co	Materials	1.90%
8	MA	Mastercard Inc	Financials	1.80%
9	FIS	Fidelity National Information Services, Inc.	Industrials	1.72%
10	MRK	Merck & Co., Inc.	Health Care	1.50%

321/384 names classified · sector 90.2% of weight · industry 90.1% · mkt cap 85.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 29 quarters

Information TechnologyAAPL, MSFT, INTU, AMAT, NVDA · other

Health CareUTHR, GILD, AMGN, MRK, PFE · other

FinancialsTRV, MA, CNC, BAC, BRK.B · other

Consumer DiscretionaryAMZN, LOW, HD, SHW, GWW · other

IndustrialsBA, NOC, ITW, FIS, URI · other

MaterialsEL, PG, NKE, CL, AA · other

Communication ServicesGOOGL, VZ, META, T, DIS · other

EnergyXOM, VLO, MPC, COP, SLB · other

UtilitiesAEE, EXC, FE, EIX, ETR · other

Consumer StaplesKR, MNST, CVS, PPC, TSN · other

Real EstatePSA, CBRE, AVB, EQR, VNO · other

UnclassifiedCELGENE CORP, DISCOVER FINL SVCS, CBS CORP NEW, EXPRESS SCRIPTS HLDG CO, MEDIVATION · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 90.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2020-Q2), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (266 classified)MERIAN GLOBAL INVESTORS (UK) Ltd centroid (Mid Core)

Information TechnologyFinancialsHealth CareConsumer DiscretionaryCommunication ServicesIndustrialsMaterialsReal EstateUtilitiesEnergyConsumer Staples

Style box summary for MERIAN GLOBAL INVESTORS (UK) Ltd: centroid Mid Core. Heaviest cells: Large Growth 28.4%, Large Core 10.7%, Large Value 10.2%.

Classified: 81.9% of book weight (266/328 names) · unclassified 18.1%: , BABA, CEF, PAAS, AG, MNST, JD, PSLV, PHYS, SVM +52 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 384 positions (2020-Q2) · largest first · Δ vs 2020-Q1

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	1,554,249	$316M	5.0%	TRIM −10%
2	AAPLAPPLE INC	699,967	$255M	4.1%	TRIM −35%
3	AMZNAMAZON COM INC	71,097	$196M	3.1%	ADD 20%
4	METAMETA PLATFORMS INC	601,086	$136M	2.2%	ADD 61%
5	JNJJOHNSON & JOHNSON	851,441	$120M	1.9%	ADD 42%
6	VVISA INC	617,020	$119M	1.9%	TRIM −2%
7	PGPROCTER AND GAMBLE CO	993,378	$119M	1.9%	ADD 6%
8	MAMASTERCARD INCORPORATED	380,805	$113M	1.8%	ADD 571%
9	FISFIDELITY NATL INFORMATION SV	804,800	$108M	1.7%	TRIM −15%
10	MRKMERCK & CO INC	1,216,474	$94M	1.5%	TRIM −19%
11	INTCINTEL CORP	1,571,599	$94M	1.5%	ADD 149%
12	GSGOLDMAN SACHS GROUP INC	454,242	$90M	1.4%	HOLD
13	BABAALIBABA GROUP HLDG LTD	398,880	$86M	1.4%	ADD 6%
14	GOOGALPHABET INC	56,568	$80M	1.3%	TRIM −9%
15	ORCLORACLE CORP	1,415,643	$78M	1.2%	ADD 382%
16	INCYINCYTE CORP	738,127	$77M	1.2%	ADD 10%
17	VZVERIZON COMMUNICATIONS INC	1,385,107	$76M	1.2%	TRIM −26%
18	LLYELI LILLY & CO	457,409	$75M	1.2%	ADD 49%
19	EWEDWARDS LIFESCIENCES CORP	1,055,323	$73M	1.2%	ADD 155%
20	GOOGLALPHABET INC	48,801	$69M	1.1%	ADD 101%
21	CDNSCADENCE DESIGN SYSTEM INC	708,340	$68M	1.1%	TRIM −9%
22	INTUINTUIT	227,108	$67M	1.1%	TRIM −4%
23	MSMORGAN STANLEY	1,385,201	$67M	1.1%	TRIM −26%
24	STTSTATE STR CORP	972,761	$62M	1.0%	HOLD
25	ADSKAUTODESK INC	253,389	$61M	1.0%	ADD 31%
26	HUMHUMANA INC	150,488	$58M	0.9%	ADD 100%
27	CITRIX SYS INC	389,655	$58M	0.9%	HOLD
28	EAELECTRONIC ARTS INC	428,698	$57M	0.9%	ADD 38%
29	TAT&T INC	1,860,026	$56M	0.9%	TRIM −23%
30	VRTXVERTEX PHARMACEUTICALS INC	189,164	$55M	0.9%	ADD 19%
31	CEFSPROTT ASSET MANAGEMENT LP	3,063,215	$52M	0.8%	NEW
32	ACADACADIA PHARM	1,054,941	$51M	0.8%	ADD 576%
33	MANHMANHATTAN ASSOCIATES INC	496,129	$47M	0.7%	TRIM −26%
34	ACTIVISION BLIZZARD INC	613,330	$47M	0.7%	ADD 6349%
35	CERNER CORP	675,431	$46M	0.7%	TRIM −26%
36	NVDANVIDIA CORPORATION	112,964	$43M	0.7%	ADD 10004%
37	PAASPAN AMERN SILVER CORP	1,396,018	$42M	0.7%	NEW
38	LOWLOWES COS INC	310,017	$42M	0.7%	NEW
39	AGFIRST MAJESTIC SILVER CORP	4,044,296	$40M	0.6%	NEW
40	MNSTMONSTER BEVERAGE CORP NEW	576,938	$40M	0.6%	TRIM −7%
41	AMGAFFILIATED MANAGERS GROUP	521,298	$39M	0.6%	ADD 1646%
42	WALWESTERN ALLIANCE BANCORP	996,003	$38M	0.6%	ADD 42%
43	TERTERADYNE INC	445,904	$38M	0.6%	ADD 154%
44	LMTLOCKHEED MARTIN CORP	102,698	$37M	0.6%	NEW
45	EQREQUITY RESIDENTIAL	635,172	$37M	0.6%	ADD 335%
46	PHMPULTE GROUP INC	1,070,132	$36M	0.6%	TRIM −22%
47	UNHUNITEDHEALTH GROUP INC	122,315	$36M	0.6%	TRIM −5%
48	PSAPUBLIC STORAGE OPER CO	187,426	$36M	0.6%	TRIM −29%
49	CITHE CIGNA GROUP	188,581	$35M	0.6%	NEW
50	BIIBBIOGEN INC	131,042	$35M	0.6%	ADD 171%
51	ALSNALLISON TRANSMISSION HLDGS I	898,151	$33M	0.5%	TRIM −12%
52	EXELEXELIXIS INC	1,383,524	$33M	0.5%	ADD 133%
53	SSRMSSR MINING IN	1,540,278	$33M	0.5%	NEW
54	MDUMDU RES GROUP INC	1,468,830	$33M	0.5%	ADD 146%
55	JDJD.COM INC	540,905	$33M	0.5%	ADD 331%
56	PSLVSPROTT ASSET MANAGEMENT LP	4,848,697	$32M	0.5%	NEW
57	AMGNAMGEN INC	133,984	$32M	0.5%	TRIM −38%
58	VSTVISTRA CORP	1,691,349	$31M	0.5%	TRIM −44%
59	XOMEXXON MOBIL CORP	697,390	$31M	0.5%	ADD 623%
60	AMATAPPLIED MATLS INC	506,302	$31M	0.5%	TRIM −26%
61	TXNTEXAS INSTRS INC	240,477	$31M	0.5%	TRIM −43%
62	NVRNVR INC	9,177	$30M	0.5%	HOLD
63	HDHOME DEPOT INC	116,631	$29M	0.5%	ADD 864%
64	PHYSSprott Physical Gold Trust	2,026,538	$29M	0.5%	NEW
65	MAG SILVER CORP	2,034,116	$29M	0.5%	NEW
66	ALKAlaska Air Group, Inc.	784,399	$28M	0.5%	NEW
67	OSKOSHKOSH CORP	396,765	$28M	0.5%	TRIM −25%
68	SWKSSKYWORKS SOLUTIONS INC	217,176	$28M	0.4%	ADD 568%
69	KIRKLAND LAKE GOLD LTD	652,385	$27M	0.4%	NEW
70	EMREMERSON ELEC CO	431,891	$27M	0.4%	NEW
71	SVMSILVERCORP METALS INC	4,998,714	$27M	0.4%	NEW
72	DECKDECKERS OUTDOOR CORP	135,870	$27M	0.4%	TRIM −49%
73	EQHEQUITABLE HLDGS INC	1,366,945	$26M	0.4%	TRIM −36%
74	AGNCAGNC Investment Corp	2,002,025	$26M	0.4%	ADD 15152%
75	DBDEUTSCHE BK AG	2,696,014	$26M	0.4%	NEW
76	TSLATESLA INC	23,427	$25M	0.4%	ADD 48%
77	DRIDARDEN RESTAURANTS INC	333,622	$25M	0.4%	NEW
78	BMYBRISTOL-MYERS SQUIBB CO	421,952	$25M	0.4%	TRIM −13%
79	CVXCHEVRON CORP NEW	277,788	$25M	0.4%	ADD 4307%
80	BNYBANK NEW YORK MELLON CORP	638,211	$25M	0.4%	ADD 35%
81	MFCMANULIFE FINL CORP	1,741,916	$24M	0.4%	NEW
82	PRETIUM RESOURCES INC	2,814,658	$24M	0.4%	NEW
83	GEGENERAL ELECTRIC CO	3,344,250	$23M	0.4%	ADD 93%
84	CRUSCIRRUS LOGIC INC	367,822	$23M	0.4%	ADD 78%
85	DPZDOMINOS PIZZA INC	59,609	$22M	0.4%	ADD 1703%
86	PFEPFIZER INC	668,319	$22M	0.3%	TRIM −75%
87	QRVOQORVO INC	191,349	$21M	0.3%	TRIM −32%
88	MAXIM INTEGRATED PRODS INC	346,234	$21M	0.3%	ADD 46%
89	STWDSTARWOOD PPTY TR INC	1,402,646	$21M	0.3%	ADD 2224%
90	TROWPRICE T ROWE GROUP INC	165,772	$20M	0.3%	TRIM −17%
91	FASTFASTENAL CO	475,373	$20M	0.3%	NEW
92	FORTUNA SILVER MINES INC	4,002,379	$20M	0.3%	NEW
93	ANNALY MORTGAGE MANAGEMENT	3,082,684	$20M	0.3%	NEW
94	TSMTAIWAN SEMICONDUCTOR MFG LTD	344,600	$20M	0.3%	TRIM −5%
95	ABBVABBVIE INC	190,912	$19M	0.3%	TRIM −39%
96	WUWESTERN UN CO	859,393	$19M	0.3%	TRIM −61%
97	HDBHDFC BANK LTD	403,478	$18M	0.3%	HOLD
98	REGNREGENERON PHARMACEUTICALS	28,368	$18M	0.3%	NEW
99	IDAIDACORP INC	200,785	$18M	0.3%	HOLD
100	QCOMQUALCOMM INC	180,434	$16M	0.3%	TRIM −86%
101	OTISOTIS WORLDWIDE CORP	288,958	$16M	0.3%	NEW
102	ZMZOOM COMMUNICATIONS INC	64,590	$16M	0.3%	NEW
103	CTRACOTERRA ENERGY INC	921,380	$16M	0.3%	ADD 7%
104	ALEXCO RESOURCE CORP	6,988,757	$16M	0.3%	NEW
105	LRCXLAM RESEARCH	48,207	$16M	0.2%	TRIM −44%
106	SITE CTRS CORP	1,873,297	$15M	0.2%	ADD 31%
107	RHIROBERT HALF INC.	286,987	$15M	0.2%	ADD 204%
108	HIIHUNTINGTON INGALLS INDS INC	84,432	$15M	0.2%	HOLD
109	CRWDCROWDSTRIKE HLDGS INC	146,029	$15M	0.2%	TRIM −37%
110	NEMNEWMONT CORP	235,189	$15M	0.2%	NEW
111	SEATTLE GENETICS INC	84,232	$14M	0.2%	NEW
112	EVREVERCORE INC	242,050	$14M	0.2%	ADD 218%
113	ARCH RESOURCES INC	499,876	$14M	0.2%	NEW
114	LVSLAS VEGAS SANDS CORP	311,277	$14M	0.2%	ADD 365%
115	HLHECLA MNG CO	4,334,000	$14M	0.2%	ADD 44%
116	CDECOEUR MNG INC	2,782,310	$14M	0.2%	TRIM −51%
117	AKAMAKAMAI TECHNOLOGIES INC	126,958	$14M	0.2%	TRIM −11%
118	JHGJANUS HENDERSON GROUP PLC	637,713	$13M	0.2%	NEW
119	APLEApple Hospitality REIT, Inc.	1,394,710	$13M	0.2%	TRIM −17%
120	CORTCORCEPT THERAPEUTICS INC	788,865	$13M	0.2%	ADD 64%
121	EBAYEBAY INC.	237,684	$12M	0.2%	NEW
122	BLKBLACKROCK INC	22,854	$12M	0.2%	NEW
123	GENGen Digital Inc.	625,577	$12M	0.2%	NEW
124	BLDRBUILDERS FIRSTSOURCE INC	598,722	$12M	0.2%	TRIM −8%
125	MKTXMARKETAXESS HLDGS INC	23,744	$12M	0.2%	HOLD
126	MCYMERCURY GENL CORP NEW	289,243	$12M	0.2%	TRIM −16%
127	LABORATORY CORP AMER HLDGS	70,917	$12M	0.2%	NEW
128	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	204,753	$12M	0.2%	ADD 387%
129	VIPSVIPSHOP HLDGS LTD	584,048	$12M	0.2%	TRIM −58%
130	CMICUMMINS INC	66,649	$12M	0.2%	ADD 73%
131	MEDPMEDPACE HLDGS INC	123,023	$11M	0.2%	TRIM −28%
132	RGLDROYAL GOLD INC	89,891	$11M	0.2%	TRIM −34%
133	CGNXCOGNEX CORP	186,351	$11M	0.2%	ADD 988%
134	VRSNVERISIGN INC	52,444	$11M	0.2%	TRIM −84%
135	AYIACUITY INC	112,649	$11M	0.2%	ADD 20%
136	HSICHENRY SCHEIN INC	184,569	$11M	0.2%	ADD 79%
137	SIRISIRIUS XM HOLDINGS INC	1,823,558	$11M	0.2%	ADD 71%
138	MELIMERCADOLIBRE INC	10,725	$11M	0.2%	NEW
139	SASEABRIDGE GOLD INC	600,916	$11M	0.2%	NEW
140	STAMPS COM INC	56,132	$10M	0.2%	NEW
141	INFYINFOSYS LTD	1,051,900	$10M	0.2%	TRIM −11%
142	SYFSYNCHRONY FINANCIAL	455,870	$10M	0.2%	TRIM −72%
143	ONCBEONE MEDICINES LTD	53,600	$10M	0.2%	ADD 415%
144	CIMAREX ENERGY CO	366,865	$10M	0.2%	ADD 502%
145	TGTTARGET CORP	81,327	$10M	0.2%	ADD 111%
146	MCDMCDONALDS CORP	52,623	$10M	0.2%	ADD 2951%
147	HWMHOWMET AEROSPACE INC	608,168	$10M	0.2%	TRIM −60%
148	SNPSSYNOPSYS INC	49,182	$10M	0.2%	TRIM −74%
149	FNFFIDELITY NATL FINL INC	310,099	$10M	0.2%	NEW
150	Cadence Bank	1,007,509	$9M	0.1%	NEW
151	SHOESHOE CARNIVAL INC	303,323	$9M	0.1%	HOLD
152	MDTMEDTRONIC PLC	95,604	$9M	0.1%	NEW
153	UPBDUPBOUND GROUP INC	313,827	$9M	0.1%	TRIM −19%
154	FISVFISERV INC	88,371	$9M	0.1%	NEW
155	FTNTFORTINET INC	61,052	$8M	0.1%	TRIM −76%
156	FLAGSTAR BANK NA	800,984	$8M	0.1%	ADD 67%
157	DTEDTE ENERGY CO	74,855	$8M	0.1%	TRIM −86%
158	FCNFTI CONSULTING INC	67,150	$8M	0.1%	NEW
159	SLMSLM CORP	1,086,004	$8M	0.1%	NEW
160	KFRCKFORCE INC	256,526	$8M	0.1%	TRIM −3%
161	EXKENDEAVOUR SILVER CORP	3,285,287	$7M	0.1%	NEW
162	BKNGBOOKING HOLDINGS INC	4,645	$7M	0.1%	HOLD
163	PCRXPACIRA BIOSCIENCES INC	140,393	$7M	0.1%	NEW
164	HAINHAIN CELESTIAL GROUP INC	232,214	$7M	0.1%	TRIM −5%
165	MCKMCKESSON CORP	46,652	$7M	0.1%	TRIM −70%
166	MDLZMONDELEZ INTL INC	139,673	$7M	0.1%	TRIM −79%
167	PRGSPROGRESS SOFTWARE CORP	183,919	$7M	0.1%	TRIM −45%
168	PORPORTLAND GEN ELEC CO	169,963	$7M	0.1%	ADD 104%
169	BHFBRIGHTHOUSE FINL INC	252,728	$7M	0.1%	ADD 4%
170	OZKBANK OZK LITTLE ROCK ARK	294,706	$7M	0.1%	ADD 1369%
171	APAMARTISAN PARTNERS ASSET MGMT	211,506	$7M	0.1%	ADD 298%
172	WDFCW D 40 Co.	34,192	$7M	0.1%	NEW
173	JPMJPMORGAN CHASE & CO	70,585	$7M	0.1%	TRIM −51%
174	YELPYELP INC	284,326	$7M	0.1%	ADD 56%
175	JKHYHENRY JACK & ASSOC INC	35,678	$7M	0.1%	NEW
176	YUMCYUM CHINA HLDGS INC	135,100	$6M	0.1%	NEW
177	UGIUGI CORP NEW	203,975	$6M	0.1%	NEW
178	PIONEER NAT RES CO	65,931	$6M	0.1%	ADD 26%
179	HIGHARTFORD INSURANCE GROUP INC	163,678	$6M	0.1%	HOLD
180	ALLALLSTATE CORP	63,450	$6M	0.1%	TRIM −79%
181	GRAFTECH INTL LTD	769,638	$6M	0.1%	TRIM −13%
182	PYPLPAYPAL HLDGS INC	34,007	$6M	0.1%	ADD 1446%
183	ALKSALKERMES PLC	304,080	$6M	0.1%	NEW
184	RNRRENAISSANCERE HLDGS LTD	34,325	$6M	0.1%	NEW
185	WYWEYERHAEUSER CO	250,799	$6M	0.1%	NEW
186	OGSONE GAS INC	73,069	$6M	0.1%	HOLD
187	CMCSACOMCAST CORP NEW	142,289	$6M	0.1%	ADD 291%
188	BTGB2GOLD CORP	973,964	$6M	0.1%	NEW
189	MASMASCO CORP	108,206	$5M	0.1%	NEW
190	BAPCREDICORP LTD	38,300	$5M	0.1%	NEW
191	ADBEADOBE INC	11,746	$5M	0.1%	ADD 19%
192	SYNOVUS FINL CORP	244,506	$5M	0.1%	NEW
193	ROKROCKWELL AUTOMATION INC	23,526	$5M	0.1%	ADD 1133%
194	NFLXNETFLIX INC	10,981	$5M	0.1%	ADD 1037%
195	NEUNEWMARKET CORP	12,345	$5M	0.1%	HOLD
196	EOGEOG RES INC	93,524	$5M	0.1%	TRIM −49%
197	FTSFORTIS INC	124,221	$5M	0.1%	NEW
198	PMPHILIP MORRIS INTL INC	66,281	$5M	0.1%	ADD 145%
199	CASYCASEYS GEN STORES INC	30,589	$5M	0.1%	ADD 558%
200	UNITUNITI GROUP LLC COM SHS	487,448	$5M	0.1%	ADD 49%

showing the top 200 by weight

☆MERIAN GLOBAL INVESTORS (UK) Ltd