Q4 2024 |
129 |
$580M |
+$67.7M |
-$33.8M |
+$33.9M |
TMO, ACN, ECL, NVDA, MSFT
|
13F-HR |
2/13/2025, 04:08 PM |
Q3 2024 |
120 |
$579M |
+$28.8M |
-$33.7M |
-$4.84M |
TMO, ACN, ECL, NVDA, MSFT
|
13F-HR |
11/13/2024, 04:09 PM |
Q2 2024 |
123 |
$547M |
+$72.5M |
-$53.5M |
+$18.9M |
TMO, ACN, ECL, NVDA, MSFT
|
13F-HR |
8/13/2024, 04:01 PM |
Q1 2024 |
135 |
$565M |
+$118M |
-$76M |
+$42.3M |
TMO, ACN, ECL, NVDA, MSFT
|
13F-HR |
5/13/2024, 04:00 PM |
Q4 2023 |
126 |
$488M |
+$26.3M |
-$94.8M |
-$68.5M |
TMO, ACN, ECL, GIB, ENPH
|
13F-HR |
2/13/2024, 04:00 PM |
Q3 2023 |
163 |
$497M |
+$35.4M |
-$52.3M |
-$16.9M |
TMO, ACN, ENPH, GIB, ECL
|
13F-HR |
11/14/2023, 06:42 AM |
Q2 2023 |
163 |
$568M |
+$17.5M |
-$146M |
-$129M |
TMO, ENPH, ACN, RUN, ECL
|
13F-HR |
8/11/2023, 04:11 PM |
Q1 2023 |
164 |
$693M |
+$136M |
-$69.6M |
+$66M |
TMO, ECL, ENPH, RUN, ACN
|
13F-HR |
5/12/2023, 04:01 PM |
Q4 2022 |
181 |
$639M |
+$50.8M |
-$27.9M |
+$22.9M |
TMO, ECL, RUN, GIB, MSFT
|
13F-HR |
2/13/2023, 03:48 PM |
Q3 2022 |
171 |
$594M |
+$50.3M |
-$108M |
-$57.6M |
TMO, ECL, RUN, GIB, MSFT
|
13F-HR |
11/14/2022, 10:03 AM |
Q2 2022 |
171 |
$704M |
+$99.5M |
-$16.7M |
+$82.7M |
TMO, ECL, RUN, MSFT, GIB
|
13F-HR |
8/12/2022, 04:20 PM |
Q1 2022 |
174 |
$747M |
+$96.7M |
-$57.1M |
+$39.6M |
TMO, ECL, RUN, MSFT, GIB
|
13F-HR |
5/13/2022, 04:00 PM |
Q4 2021 |
172 |
$835M |
+$122M |
-$34.5M |
+$87.7M |
TMO, ECL, RUN, BLDP, WOLF
|
13F-HR |
2/14/2022, 11:19 AM |
Q3 2021 |
165 |
$777M |
+$36.3M |
-$65.2M |
-$28.9M |
TMO, ECL, RUN, BLDP, CREE
|
13F-HR |
11/12/2021, 04:02 PM |
Q2 2021 |
165 |
$834M |
+$28.6M |
-$43.4M |
-$14.8M |
TMO, ECL, RUN, BLDP, FSLR
|
13F-HR |
8/13/2021, 01:18 PM |
Q1 2021 |
163 |
$838M |
+$175M |
-$100M |
+$74.5M |
TMO, ECL, RUN, BLDP, FSLR
|
13F-HR |
5/14/2021, 10:53 AM |
Q4 2020 |
163 |
$778M |
+$182M |
-$67M |
+$115M |
ECL, TMO, ITRI, BLDP, RUN
|
13F-HR |
2/12/2021, 11:57 AM |
Q3 2020 |
195 |
$621M |
+$137M |
-$143M |
-$5.35M |
TMO, ECL, VSLR, ITRI, DHR
|
13F-HR |
11/12/2020, 03:01 PM |
Q2 2020 |
174 |
$436M |
+$108M |
-$6.97M |
+$101M |
TMO, ECL, DHR, VSLR, FSLR
|
13F-HR |
8/13/2020, 09:35 AM |
Q1 2020 |
173 |
$264M |
+$57.6M |
-$7.2M |
+$50.4M |
TMO, ECL, FSLR, DHR, GIB
|
13F-HR |
5/14/2020, 02:59 PM |
Q4 2019 |
177 |
$287M |
+$29.3M |
-$576M |
-$546M |
TMO, ECL, DHR, FSLR, GIB
|
13F-HR |
2/14/2020, 07:33 AM |
Q3 2019 |
127 |
$811M |
+$12.7M |
-$343M |
-$331M |
TMO, ECL, DHR, MSFT, MA
|
13F-HR |
11/13/2019, 12:19 PM |
Q2 2019 |
128 |
$1.13B |
+$937M |
-$2.14M |
+$935M |
TMO, ECL, DHR, MA, MSFT
|
13F-HR |
8/13/2019, 09:06 AM |
Q1 2019 |
98 |
$184M |
+$26.3M |
-$68.8M |
-$42.6M |
TMO, ECL, GIB, DHR, NVDA
|
13F-HR |
5/15/2019, 08:31 AM |
Q4 2018 |
95 |
$219M |
|
|
|
TMO, ECL, DHR, GIBXXXX, CRTO
|
13F-HR |
2/14/2019, 11:57 AM |