AEGON ASSET MANAGEMENT UK PLC Q2 2021 Filing

Filed July 28, 2021

Portfolio Value

$7.0B

Holdings

176

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
CDWCDW CORP/DE
$15.5M
MXIMMAXIM INTEGRATED PRODUCTS INC
$15.4M
OZKBANK OZK
$14.9M
SITESITEONE LANDSCAPE SUPPLY INC
$14.6M
HASHASBRO INC
$14.6M
KMBKIMBERLY-CLARK CORP
$14.2M
KELKELLOGG CO
$13.7M
STAASTAAR SURGICAL CO
$12.5M
PKGPACKAGING CORP OF AMERICA
$12.2M
SESEA LTD
$11.5M
VEEVVEEVA SYSTEMS INC
$11.4M
XPEVXPENG INC
$10.9M
VCYTVERACYTE INC
$10.8M
GDSGDS HOLDINGS LTD
$10.7M
METAFACEBOOK INC
$9.9M
PENPENUMBRA INC
$8.0M
PLMRPALOMAR HOLDINGS INC
$7.7M
COLDAMERICOLD REALTY TRUST
$6.5M
KCKINGSOFT CLOUD HOLDINGS LTD
$6.4M
AWCAMERICAN WATER WORKS CO INC
$6.3M
PCTPURECYCLE TECHNOLOGIES INC
$6.1M
BRK/BBERKSHIRE HATHAWAY INC
$5.7M
HDHOME DEPOT INC/THE
$5.6M
BLIUSDBERKELEY LIGHTS INC
$5.5M
UNHUNITEDHEALTH GROUP INC
$5.4M
HNSTHONEST CO INC/THE
$4.5M
DHRDANAHER CORP
$4.3M
ABBVABBVIE INC
$4.2M
TMOTHERMO FISHER SCIENTIFIC INC
$4.1M
BLKCHFBLACKROCK INC
$4.0M
IDXXIDEXX LABORATORIES INC
$3.7M
COSTCOSTCO WHOLESALE CORP
$3.5M
ZTSZOETIS INC
$3.5M
TMUST-MOBILE US INC
$3.5M
CATCATERPILLAR INC.
$3.3M
WATWATERS CORP
$3.3M
MRSHMARSH MCLENNAN COS INC
$3.3M
DENEURDENBURY INC
$3.3M
CGCARLYLE GROUP INC/THE
$3.1M
ALSALLSTATE CORP/THE
$3.0M
KLACKLA CORP
$3.0M
CXCEMEX SAB DE CV
$3.0M
WTSWATTS WATER TECHNOLOGIES INC
$3.0M
NSCNORFOLK SOUTHERN CORP
$2.9M
JEFJEFFERIES FINANCIAL GROUP INC
$2.9M
MAXREURMAXAR TECHNOLOGIES INC
$2.9M
DVADAVITA INC
$2.9M
ABTABBOTT LABORATORIES
$2.8M
DOVDOVER CORP
$2.8M
LNGCHENIERE ENERGY INC
$2.8M
MSAMSA SAFETY INC
$2.8M
FLSFLOWSERVE CORP
$2.8M
COSCNO FINANCIAL GROUP INC
$2.8M
URIUNITED RENTALS INC
$2.7M
ESSESSEX PROPERTY TRUST INC
$2.6M
QA4AGENTHERM INC
$2.6M
GTNGRAY TELEVISION INC
$2.5M
XLNXEURXILINX INC
$2.5M
ORLYO'REILLY AUTOMOTIVE INC
$2.4M
JBSSJOHN B SANFILIPPO SON INC
$2.4M
LPLALPL FINANCIAL HOLDINGS INC
$2.4M
PHMPULTEGROUP INC
$2.4M
PRAHPRA HEALTH SCIENCES INC
$2.3M
MCXMCCORMICK CO INC/MD
$2.3M
MDUMDU RESOURCES GROUP INC
$2.3M
HSYHERSHEY CO/THE
$2.3M
KIMKIMCO REALTY CORP
$2.2M
WCCWESCO INTERNATIONAL INC
$2.2M
DSGDESCARTES SYSTEMS GROUP INC/THE
$1.8M
PGTHE PROCTER GAMBLE COMPANY
$1.7M
MRTNMARTEN TRANSPORT LTD
$1.5M
2XYSCIPLAY CORP
$1.5M
MFCMANULIFE FINANCIAL CORP
$1.3M
EQIXEQUINIX INC
$934K
CVXCHEVRON CORP
$149K
VTRSVIATRIS INC
$37K
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