Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| SYK | $1.7B | 9% | unchanged |
| IDXX | $1.7B | 8% | unchanged |
| GOOGL | $1.5B | 8% | trimmed |
| MSFT | $1.3B | 7% | trimmed |
| V | $1.3B | 7% | unchanged |
| ADP | $1.3B | 6% | unchanged |
| WAT | $1.2B | 6% | added |
| PM | $1.2B | 6% | trimmed |
| META | $1.1B | 6% | trimmed |
| MAR | $1.1B | 6% | unchanged |
| MTD | $725M | 4% | unchanged |
| FTNT | $708M | 4% | unchanged |
| PG | $703M | 4% | unchanged |
| CHD | $595M | 3% | unchanged |
| OTIS | $532M | 3% | unchanged |
| ZTS | $529M | 3% | added |
| TXN | $500M | 3% | unchanged |
| NKE | $427M | 2% | unchanged |
| INTU | $413M | 2% | added |
| QLYS | $115M | 1% | added |
| PAYC | $109M | 1% | added |
| DOCS | $99M | 1% | unchanged |
| MSCI | $95M | 0% | unchanged |
| VRT | $89M | 0% | trimmed |
| ODD | $88M | 0% | unchanged |
| ROL | $87M | 0% | unchanged |
| GGG | $77M | 0% | unchanged |
| NSSC | $76M | 0% | added |
| VRSN | $76M | 0% | unchanged |
| CLX | $76M | 0% | unchanged |
| CPRX | $66M | 0% | added |
| MEDP | $66M | 0% | unchanged |
| MANH | $59M | 0% | unchanged |
| SABR | $39M | 0% | unchanged |
| HD | $34M | 0% | unchanged |