Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| WAT | $1.4B | 8% | trimmed |
| SYK | $1.3B | 8% | trimmed |
| IDXX | $1.3B | 7% | trimmed |
| V | $1.2B | 7% | trimmed |
| MAR | $1.2B | 7% | trimmed |
| GOOGL | $1.1B | 6% | trimmed |
| ADP | $1.1B | 6% | trimmed |
| MSFT | $1.0B | 6% | trimmed |
| PM | $982M | 6% | trimmed |
| META | $900M | 5% | trimmed |
| MTD | $809M | 5% | unchanged |
| PG | $609M | 4% | trimmed |
| CHD | $564M | 3% | unchanged |
| FTNT | $517M | 3% | trimmed |
| ZTS | $491M | 3% | added |
| TXN | $455M | 3% | trimmed |
| INTU | $414M | 2% | added |
| NKE | $368M | 2% | trimmed |
| OTIS | $272M | 2% | trimmed |
| MSCI | $96M | 1% | unchanged |
| ROL | $89M | 1% | unchanged |
| QLYS | $86M | 1% | trimmed |
| PAYC | $83M | 0% | unchanged |
| ODD | $83M | 0% | added |
| CPRX | $79M | 0% | unchanged |
| NSSC | $74M | 0% | unchanged |
| DOCS | $73M | 0% | added |
| NTNX | $71M | 0% | new |
| VRT | $67M | 0% | trimmed |
| VRSN | $66M | 0% | unchanged |
| CLX | $62M | 0% | unchanged |
| MANH | $50M | 0% | unchanged |
| GGG | $47M | 0% | trimmed |
| MEDP | $46M | 0% | trimmed |
| ADMA | $38M | 0% | new |
| SABR | $29M | 0% | unchanged |
| HD | $28M | 0% | trimmed |