PICTET ASSET MANAGEMENT SA

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CIK 1361570

13F portfolio (2023-Q2)

$84.3B

Positions

1,957

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-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 (2023-Q2)

Holdings

1957

Top 5

9.0%

Top 10

14.8%

Effective N

172.5

HHI

0.006

This quarter

95 new · 0 exit →

By sector

Information Technology28.9%

Industrials16.3%

Health Care11.7%

Utilities8.9%

Consumer Discretionary8.1%

Financials6.2%

Unclassified5.5%

Materials5.1%

Other9.3%

By market cap

Large ($10–200B)58.4%

Mega (>$200B)22.7%

Unknown9.6%

Mid ($2–10B)8.2%

Small ($300M–2B)1.1%

Micro (<$300M)0.1%

By region

North America91.8%

Other5.5%

Europe2.0%

Asia-Pacific0.6%

Middle East0.0%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Software	10.18%	87
Utilities	8.93%	78
Technology Hardware & Equipment	8.89%	56
Commercial Services & Supplies	8.47%	80
Semiconductors & Semiconductor Equipment	7.64%	61
Pharmaceuticals & Biotechnology	7.54%	120
Unclassified	6.19%	303
Machinery	5.27%	76
Software & IT Services	4.01%	57
Chemicals	3.43%	65
Equity Real Estate Investment Trusts (REITs)	3.37%	106
Specialty Retail	2.85%	60
Banks	1.95%	103
Health Care Equipment & Supplies	1.95%	42
Life Sciences Tools & Services	1.85%	15
Insurance	1.80%	64
Automobiles & Components	1.52%	27
Professional Services	1.40%	12
Hotels, Restaurants & Leisure	1.40%	38
Paper & Forest Products	1.36%	18
Distributors	0.90%	27
Construction & Engineering	0.87%	25
Oil, Gas & Consumable Fuels	0.85%	63
Textiles, Apparel & Luxury Goods	0.81%	18
Media & Entertainment	0.65%	23
Capital Markets	0.63%	51
Aerospace & Defense	0.62%	23
Road & Rail	0.54%	15
Food Products	0.47%	24
Transportation Infrastructure	0.45%	13
Beverages	0.45%	11
Health Care Providers & Services	0.42%	24
Communications Equipment	0.40%	9
Diversified Telecommunication Services	0.32%	14
Electrical Equipment & Components	0.31%	10
Entertainment	0.27%	8
Metals & Mining	0.25%	49
Diversified Consumer Services	0.15%	12
Household Durables	0.14%	8
Tobacco	0.12%	4
Real Estate Management & Development	0.11%	19
Food & Staples Retailing	0.07%	5
Construction Materials	0.05%	11
Airlines	0.04%	7
Agricultural Products	0.02%	2
Marine	0.02%	3
Media & Publishing	0.02%	3
Leisure Products	0.01%	6
Coal & Consumable Fuels	0.00%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	2.36%
2	AAPL	Apple Inc.	Information Technology	2.12%
3	TMO	THERMO FISHER SCIENTIFIC INC.	Information Technology	1.59%
4	RSG	REPUBLIC SERVICES, INC.	Industrials	1.49%
5	SNPS	SYNOPSYS INC	Information Technology	1.44%
6	AMZN	AMAZON COM INC	Consumer Discretionary	1.20%
7	NVDA	NVIDIA CORP	Information Technology	1.19%
8	NXPI	NXP Semiconductors N.V.	Information Technology	1.19%
9	AMAT	APPLIED MATERIALS INC /DE	Information Technology	1.14%
10	NEE	NEXTERA ENERGY INC	Utilities	1.10%

1659/1957 names classified · sector 94.5% of weight · industry 93.8% · mkt cap 90.4%; unclassified names shown, never dropped.

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

top 5/sector, rest → “Other” · 8 quarters

Information TechnologyTMO, MSFT, AAPL, SNPS, NXPI · other

IndustrialsRSG, WCN, WM, JCI, XYL · other

Health CareA, RVTY, STE, VRTX, GILD · other

UtilitiesAWK, NEE, SRE, WEC, EXC · other

Consumer DiscretionaryAMZN, TSLA, APTV, HD, MAR · other

FinancialsV, UBS, UNH, PYPL, MA · other

MaterialsECL, WFG, FBIN, NKE, LIN · other

Real EstateEQIX, CCI, WY, EXR, DLR · other

Communication ServicesGOOG, GOOGL, META, CMCSA, NFLX · other

Consumer StaplesKO, PEP, DAR, PM, BF.B · other

EnergyXOM, CVX, COP, ENB, SLB · other

UnclassifiedSPLUNK INC, Ferguson Plc New, ANSYS INC, WESTERN DIGITAL CORP, ZENDESK INC · 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: 94.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2023-Q2), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (1229 classified)PICTET ASSET MANAGEMENT SA centroid (Mid Core)

Information TechnologyIndustrialsUtilitiesHealth CareConsumer DiscretionaryFinancialsMaterialsCommunication ServicesReal EstateConsumer StaplesEnergy

Style box summary for PICTET ASSET MANAGEMENT SA: centroid Mid Core. Heaviest cells: Large Growth 19.6%, Large Core 16.6%, Mid Core 12.8%.

Classified: 85.9% of book weight (1229/1734 names) · unclassified 14.1%: , UBS, CRWD, WFG, ALC, RACE, SEDG, BRK.B, GFL, LOGI +495 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· 1,957 positions (2023-Q2) · largest first · Δ vs 2023-Q1

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	5,837,340	$2.0B	2.4%	ADD 5%
2	AAPLAPPLE INC	9,208,961	$1.8B	2.1%	ADD 4%
3	TMOTHERMO FISHER SCIENTIFIC INC	2,577,185	$1.3B	1.6%	TRIM −5%
4	RSGREPUBLIC SVCS INC	8,214,368	$1.3B	1.5%	HOLD
5	SNPSSYNOPSYS INC	2,792,027	$1.2B	1.4%	TRIM −3%
6	AMZNAMAZON COM INC	7,741,200	$1.0B	1.2%	ADD 27%
7	NVDANVIDIA CORPORATION	2,371,522	$1.0B	1.2%	ADD 17%
8	NXPINXP SEMICONDUCTORS N V	4,900,481	$1.0B	1.2%	ADD 7%
9	AMATAPPLIED MATLS INC	6,632,741	$959M	1.1%	TRIM −14%
10	NEENEXTERA ENERGY INC	12,556,507	$932M	1.1%	ADD 3%
11	WCNWASTE CONNECTIONS INC	6,414,844	$918M	1.1%	HOLD
12	WMWASTE MGMT INC DEL	5,280,744	$916M	1.1%	ADD 9%
13	AWKAMERICAN WTR WKS CO INC NEW	6,131,818	$875M	1.0%	TRIM −8%
14	VVISA INC	3,638,118	$864M	1.0%	HOLD
15	GOOGALPHABET INC	6,785,019	$821M	1.0%	TRIM −8%
16	CRMSALESFORCE INC	3,838,276	$811M	1.0%	TRIM −25%
17	KLACKLA CORP	1,656,900	$804M	1.0%	TRIM −6%
18	AAGILENT TECHNOLOGIES INC	6,644,015	$799M	0.9%	ADD 26%
19	ECLECOLAB INC	4,251,402	$794M	0.9%	ADD 22%
20	EQIXEQUINIX INC	1,010,965	$793M	0.9%	TRIM −18%
21	XYLXYLEM INC	6,997,852	$788M	0.9%	ADD 30%
22	TSLATESLA INC	2,689,256	$704M	0.8%	TRIM −19%
23	GOOGLALPHABET INC	5,857,809	$701M	0.8%	ADD 6%
24	DHRDANAHER CORP DEL	2,900,158	$696M	0.8%	TRIM −7%
25	ONON SEMICONDUCTOR CORP	7,254,335	$686M	0.8%	ADD 3%
26	PTCPTC INC	4,762,705	$678M	0.8%	TRIM −3%
27	CDNSCADENCE DESIGN SYSTEM INC	2,851,516	$669M	0.8%	ADD 15%
28	JCIJOHNSON CONTROLS INTERNATION	9,571,735	$652M	0.8%	TRIM −12%
29	SPLUNK INC	5,990,586	$636M	0.8%	HOLD
30	METAMETA PLATFORMS INC	2,129,086	$611M	0.7%	ADD 14%
31	Ferguson Plc New	3,571,203	$563M	0.7%	ADD 11%
32	UBSUBS GROUP AG	27,778,145	$562M	0.7%	TRIM −6%
33	ETNEATON CORP PLC	2,741,330	$551M	0.7%	TRIM −16%
34	ROPROPER TECHNOLOGIES INC	1,115,550	$536M	0.6%	ADD 2%
35	ANSYS INC	1,599,102	$528M	0.6%	TRIM −3%
36	MRVLMARVELL TECHNOLOGY INC	8,484,273	$507M	0.6%	HOLD
37	ACMAECOM	5,904,037	$500M	0.6%	HOLD
38	TTEKTETRA TECH INC NEW	2,958,127	$484M	0.6%	TRIM −2%
39	UNHUNITEDHEALTH GROUP INC	988,565	$475M	0.6%	ADD 3%
40	ADSKAUTODESK INC	2,307,486	$472M	0.6%	TRIM −9%
41	PANWPALO ALTO NETWORKS INC	1,761,689	$450M	0.5%	TRIM −8%
42	EXCEXELON CORP	10,861,542	$442M	0.5%	HOLD
43	APTVAPTIV PLC	4,265,858	$436M	0.5%	HOLD
44	SRESEMPRA	2,924,270	$426M	0.5%	ADD 3%
45	AMDADVANCED MICRO DEVICES INC	3,678,765	$419M	0.5%	TRIM −19%
46	ADBEADOBE INC	835,416	$409M	0.5%	ADD 20%
47	WDAYWORKDAY INC	1,797,506	$406M	0.5%	TRIM −21%
48	TTTRANE TECHNOLOGIES PLC	2,050,993	$392M	0.5%	ADD 44%
49	MARMARRIOTT INTL INC NEW	2,116,227	$389M	0.5%	ADD 33%
50	PCGPG&E CORP	22,268,520	$385M	0.5%	ADD 5%
51	GILDGILEAD SCIENCES INC	4,991,061	$385M	0.5%	ADD 17%
52	LINLINDE PLC	1,006,315	$383M	0.5%	HOLD
53	VRTXVERTEX PHARMACEUTICALS INC	1,075,836	$379M	0.4%	TRIM −9%
54	WYWEYERHAEUSER CO	11,176,405	$375M	0.4%	HOLD
55	BLDTOPBUILD COR	1,400,579	$373M	0.4%	TRIM −7%
56	ADIANALOG DEVICES INC	1,849,627	$360M	0.4%	ADD 3%
57	INTUINTUIT	786,281	$360M	0.4%	ADD 58%
58	IEXIDEX CORP	1,662,869	$358M	0.4%	ADD 4%
59	SOSOUTHERN CO	5,092,414	$358M	0.4%	HOLD
60	BIIBBIOGEN INC	1,249,054	$356M	0.4%	ADD 13%
61	FTNTFORTINET INC	4,652,332	$352M	0.4%	TRIM −12%
62	NFLXNETFLIX INC	796,497	$351M	0.4%	ADD 12%
63	AMGNAMGEN INC	1,578,594	$350M	0.4%	ADD 9%
64	MCHPMICROCHIP TECHNOLOGY INC.	3,901,016	$349M	0.4%	ADD 7%
65	STESTERIS PLC	1,547,153	$348M	0.4%	ADD 7%
66	CRWDCROWDSTRIKE HLDGS INC	2,334,992	$343M	0.4%	ADD 41%
67	FIVNFIVE9 INC	4,076,656	$336M	0.4%	ADD 6%
68	NKENIKE INC	3,018,993	$333M	0.4%	HOLD
69	BKNGBOOKING HOLDINGS INC	122,398	$331M	0.4%	ADD 29%
70	FBINFORTUNE BRANDS INNOVATIONS I	4,577,149	$329M	0.4%	ADD 18%
71	DTEDTE ENERGY CO	2,991,792	$329M	0.4%	ADD 15%
72	FISVFISERV INC	2,588,319	$327M	0.4%	ADD 9%
73	ALLEALLEGION PLC	2,686,990	$322M	0.4%	TRIM −7%
74	WECWEC ENERGY GROUP INC	3,635,804	$321M	0.4%	TRIM −3%
75	WFGWEST FRASER TIMBER CO LTD	3,686,991	$317M	0.4%	HOLD
76	AEEAMEREN CORP	3,851,671	$315M	0.4%	TRIM −3%
77	QCOMQUALCOMM INC	2,630,461	$313M	0.4%	ADD 17%
78	LULULULULEMON ATHLETICA INC	807,209	$306M	0.4%	ADD 42%
79	REGNREGENERON PHARMACEUTICALS	421,772	$303M	0.4%	HOLD
80	LRCXLAM RESEARCH	465,580	$299M	0.4%	TRIM −11%
81	CNPCENTERPOINT ENERGY INC	10,009,426	$292M	0.3%	ADD 3%
82	HDHOME DEPOT INC	926,718	$288M	0.3%	HOLD
83	LLYELI LILLY & CO	610,930	$287M	0.3%	ADD 7%
84	CMSCMS ENERGY CORP	4,776,761	$281M	0.3%	TRIM −2%
85	ALCALCON AG	3,381,945	$280M	0.3%	TRIM −2%
86	CTASCINTAS CORP	558,960	$278M	0.3%	ADD 3%
87	RACEFERRARI N V	832,168	$272M	0.3%	TRIM −4%
88	ZTSZOETIS INC	1,565,145	$270M	0.3%	TRIM −10%
89	ISRGINTUITIVE SURGICAL INC	784,326	$268M	0.3%	TRIM −8%
90	ALTAIR ENGINEERING INC	3,515,706	$267M	0.3%	TRIM −5%
91	ZBRAZEBRA TECHNOLOGIES CORPORATI	899,541	$266M	0.3%	TRIM −20%
92	MAMASTERCARD INCORPORATED	675,531	$266M	0.3%	TRIM −16%
93	ALBALBEMARLE CORP	1,188,728	$265M	0.3%	ADD 16%
94	CSCOCISCO SYS INC	5,095,039	$264M	0.3%	TRIM −3%
95	RVTYREVVITY INC	2,133,312	$253M	0.3%	ADD 6%
96	TTCTORO CO	2,423,969	$246M	0.3%	ADD 13%
97	PEGPUBLIC SVC ENTERPRISE GROUP	3,932,833	$246M	0.3%	TRIM −4%
98	ETRENTERGY CORP NEW	2,467,046	$240M	0.3%	TRIM −3%
99	PNRPENTAIR PLC	3,703,035	$239M	0.3%	TRIM −3%
100	AVGOBROADCOM INC	275,256	$239M	0.3%	ADD 5%
101	NOWSERVICENOW INC	420,146	$236M	0.3%	HOLD
102	POOLPOOL CORP	628,451	$235M	0.3%	ADD 4%
103	SEDGSOLAREDGE TECHNOLOGIES INC	873,826	$235M	0.3%	TRIM −29%
104	TERTERADYNE INC	2,099,714	$234M	0.3%	TRIM −19%
105	MRKMERCK & CO INC	2,020,561	$233M	0.3%	ADD 4%
106	CCICROWN CASTLE INC	2,041,379	$233M	0.3%	ADD 16%
107	JNJJOHNSON & JOHNSON	1,404,739	$233M	0.3%	TRIM −2%
108	HLTHILTON WORLDWIDE HLDGS INC	1,574,706	$229M	0.3%	ADD 15%
109	SBUXSTARBUCKS CORP	2,276,520	$226M	0.3%	HOLD
110	WRKCO INC	7,739,674	$225M	0.3%	ADD 86%
111	CYBERARK SOFTWARE LTD	1,411,627	$221M	0.3%	ADD 24%
112	LNTALLIANT ENERGY CORP	4,182,396	$219M	0.3%	TRIM −3%
113	BRK.BBERKSHIRE HATHAWAY INC DEL	640,247	$218M	0.3%	ADD 6%
114	LOWLOWES COS INC	945,878	$213M	0.3%	ADD 17%
115	AXPAMERICAN EXPRESS CO	1,186,601	$207M	0.2%	TRIM −27%
116	JPMJPMORGAN CHASE & CO	1,406,758	$205M	0.2%	HOLD
117	BSXBOSTON SCIENTIFIC CORP	3,711,921	$201M	0.2%	TRIM −6%
118	GFLGFL ENVIRONMENTAL INC	5,140,710	$200M	0.2%	TRIM −5%
119	WTRGESSENTIAL UTILS INC	5,003,490	$200M	0.2%	TRIM −8%
120	MELIMERCADOLIBRE INC	166,087	$197M	0.2%	ADD 8%
121	PGPROCTER AND GAMBLE CO	1,276,995	$194M	0.2%	TRIM −14%
122	IRMIRON MTN INC DEL	3,369,780	$191M	0.2%	HOLD
123	TWLOTWILIO INC	3,002,730	$191M	0.2%	ADD 13%
124	BMRNBIOMARIN PHARMACEUTICAL INC	2,063,810	$179M	0.2%	HOLD
125	LOGILOGITECH INTL S A	3,005,111	$179M	0.2%	HOLD
126	XELXCEL ENERGY INC	2,859,000	$178M	0.2%	TRIM −3%
127	IDXXIDEXX LABS INC	350,244	$176M	0.2%	ADD 25%
128	PLDPROLOGIS INC.	1,434,081	$176M	0.2%	TRIM −4%
129	GRMNGARMIN LTD	1,678,362	$175M	0.2%	HOLD
130	PCHPOTLATCHDELTIC CORPORATION	3,255,840	$172M	0.2%	TRIM −12%
131	EFXEQUIFAX INC	727,446	$171M	0.2%	TRIM −4%
132	DISDISNEY WALT CO	1,896,958	$169M	0.2%	ADD 15%
133	XOMEXXON MOBIL CORP	1,576,991	$169M	0.2%	HOLD
134	CLCOLGATE PALMOLIVE CO	2,176,870	$168M	0.2%	ADD 4%
135	DDOMINION ENERGY INC	3,235,608	$168M	0.2%	TRIM −4%
136	UNPUNION PAC CORP	817,402	$167M	0.2%	HOLD
137	MRNAMODERNA INC	1,370,128	$166M	0.2%	ADD 4%
138	MCDMCDONALDS CORP	556,404	$166M	0.2%	ADD 36%
139	RNGRINGCENTRAL INC	4,948,357	$162M	0.2%	ADD 8%
140	WMTWALMART INC	1,029,225	$162M	0.2%	HOLD
141	WMSADVANCED DRAIN SYS INC DEL	1,405,687	$160M	0.2%	HOLD
142	CARRCARRIER GLOBAL CORPORATION	3,179,453	$158M	0.2%	ADD 110%
143	PEPPEPSICO INC	851,045	$158M	0.2%	ADD 14%
144	ESEVERSOURCE ENERGY	2,191,262	$155M	0.2%	TRIM −25%
145	DLRDIGITAL RLTY TR INC	1,356,856	$155M	0.2%	TRIM −7%
146	SEAGEN INC	801,927	$154M	0.2%	TRIM −20%
147	TRUTRANSUNION	1,951,859	$153M	0.2%	ADD 21%
148	AVTRAVANTOR INC	7,426,144	$153M	0.2%	ADD 9%
149	EXREXTRA SPACE STORAGE INC	1,022,234	$152M	0.2%	TRIM −22%
150	KOCOCA COLA CO	2,497,768	$150M	0.2%	ADD 19%
151	ALKSALKERMES PLC	4,794,565	$150M	0.2%	ADD 73%
152	ELLAUDER ESTEE COS INC	761,853	$150M	0.2%	ADD 5%
153	ACNACCENTURE PLC IRELAND	481,777	$149M	0.2%	TRIM −3%
154	DEDEERE & CO	357,325	$145M	0.2%	TRIM −35%
155	STNSTANTEC INC	2,208,012	$144M	0.2%	HOLD
156	UBERUBER TECHNOLOGIES INC	3,338,287	$144M	0.2%	ADD 31%
157	PYPLPAYPAL HLDGS INC	2,158,450	$144M	0.2%	TRIM −30%
158	COSTCOSTCO WHSL CORP NEW	260,367	$140M	0.2%	ADD 10%
159	ESTCELASTIC N V	2,183,190	$140M	0.2%	ADD 31%
160	DBXDROPBOX INC	5,186,222	$138M	0.2%	TRIM −22%
161	ARGXARGENX SE	354,345	$138M	0.2%	TRIM −20%
162	DGXQUEST DIAGNOSTICS INC	976,298	$137M	0.2%	TRIM −8%
163	ULTAULTA BEAUTY INC	289,070	$136M	0.2%	ADD 9%
164	ABTABBOTT LABS	1,244,149	$136M	0.2%	HOLD
165	IFFINTERNATIONAL FLAVORS&FRAGRA	1,692,692	$135M	0.2%	ADD 30%
166	TMUST-MOBILE US INC	968,232	$134M	0.2%	TRIM −31%
167	OTISOTIS WORLDWIDE CORP	1,510,526	$134M	0.2%	TRIM −13%
168	RYNRAYONIER INC	4,260,053	$134M	0.2%	TRIM −9%
169	CNMCORE & MAIN INC	4,233,014	$133M	0.2%	ADD 8%
170	ABNBAIRBNB INC	1,031,416	$132M	0.2%	ADD 6%
171	ATOATMOS ENERGY CORP	1,130,173	$131M	0.2%	TRIM −12%
172	INCYINCYTE CORP	2,110,055	$131M	0.2%	TRIM −5%
173	DOVDOVER CORP	868,443	$128M	0.2%	ADD 446%
174	IONSIONIS PHARMACEUTICALS INC	3,095,670	$127M	0.2%	ADD 178%
175	EVRGEVERGY INC	2,146,333	$125M	0.1%	TRIM −4%
176	ALNYALNYLAM PHARMACEUTICALS INC	648,546	$123M	0.1%	ADD 7%
177	AZNASTRAZENECA PLC	1,694,336	$121M	0.1%	ADD 13%
178	XIFRXPLR INFRASTRUCTURE LP	2,063,410	$121M	0.1%	ADD 9%
179	TCOMTRIP COM GROUP LTD	3,397,249	$119M	0.1%	TRIM −3%
180	AMICUS THERAPEUTICS INC	9,442,588	$119M	0.1%	TRIM −5%
181	TENBTENABLE HLDGS INC	2,572,053	$112M	0.1%	ADD 53%
182	AOSSMITH A O CORP	1,519,864	$111M	0.1%	TRIM −4%
183	SHLSSHOALS TECHNOLOGIES GROUP IN	4,322,196	$110M	0.1%	ADD 12%
184	ABBVABBVIE INC	816,387	$110M	0.1%	ADD 8%
185	AESAES Corp.	5,271,648	$109M	0.1%	TRIM −3%
186	SRPTSAREPTA THERAPEUTICS INC	953,003	$109M	0.1%	TRIM −21%
187	AEPAMERICAN ELEC PWR CO INC	1,288,442	$108M	0.1%	TRIM −3%
188	TRMBTRIMBLE INC	2,038,665	$108M	0.1%	TRIM −3%
189	INTRA-CELLULAR THERAPIES INC	1,671,846	$106M	0.1%	ADD 41%
190	EIXEDISON INTL	1,521,835	$106M	0.1%	TRIM −22%
191	MUMICRON TECHNOLOGY INC	1,647,483	$104M	0.1%	ADD 15%
192	CMCSACOMCAST CORP NEW	2,497,241	$104M	0.1%	TRIM −64%
193	SNYSANOFI SA	1,920,884	$104M	0.1%	ADD 28%
194	DARDARLING INGREDIENTS INC	1,605,360	$102M	0.1%	TRIM −22%
195	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,013,250	$102M	0.1%	TRIM −36%
196	CVXCHEVRON CORP NEW	646,878	$102M	0.1%	TRIM −9%
197	FNFFIDELITY NATL FINL INC	2,824,336	$102M	0.1%	TRIM −11%
198	PDDPDD HOLDINGS INC	1,463,958	$101M	0.1%	TRIM −15%
199	ILMNILLUMINA INC	527,908	$99M	0.1%	ADD 22%
200	BLKBLACKROCK INC	142,500	$98M	0.1%	ADD 4%

showing the top 200 by weight

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