Candriam S.C.A. Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$13.8B

Holdings

711

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (711 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,414,019$822.1M5.94%
2
AAPLAPPLE INC
3,512,963$681.4M4.92%
3
MRKMERCK & CO INC
3,125,971$360.7M2.61%
4
GOOGLALPHABET INC
2,972,136$355.8M2.57%
5
TMOTHERMO FISHER SCIENTIFIC INC
466,007$243.1M1.76%
6
UNHUNITEDHEALTH GROUP INC
481,826$231.6M1.67%
7
REGNREGENERON PHARMACEUTICALS
305,618$219.6M1.59%
8
NVDANVIDIA CORPORATION
499,845$211.4M1.53%
9
DHRDANAHER CORPORATION
782,038$187.7M1.36%
10
PGPROCTER AND GAMBLE CO
1,125,426$170.8M1.23%
11
VVISA INC
711,590$169.0M1.22%
12
LLYLILLY ELI & CO
339,317$159.1M1.15%
13
AMGNAMGEN INC
695,122$154.3M1.12%
14
AMZNAMAZON COM INC
1,163,365$151.7M1.10%
15
VRTXVERTEX PHARMACEUTICALS INC
396,562$139.6M1.01%
16
JNJJOHNSON & JOHNSON
819,643$135.7M0.98%
17
GILDGILEAD SCIENCES INC
1,681,795$129.6M0.94%
18
ADBEADOBE SYSTEMS INCORPORATED
264,568$129.4M0.93%
19
MAMASTERCARD INCORPORATED
314,868$123.8M0.89%
20
GOOGALPHABET INC
1,020,667$123.5M0.89%
21
PANWPALO ALTO NETWORKS INC
422,137$107.9M0.78%
22
NOWSERVICENOW INC
184,452$103.7M0.75%
23
HOLXHOLOGIC INC
1,267,695$102.6M0.74%
24
SGENUSDSEAGEN INC
529,779$102.0M0.74%
25
AVGOBROADCOM INC
114,892$99.7M0.72%
26
TSLATESLA INC
367,791$96.3M0.70%
27
WMWASTE MGMT INC DEL
549,456$95.3M0.69%
28
AMDADVANCED MICRO DEVICES INC
823,508$93.8M0.68%
29
ABTABBOTT LABS
849,902$92.7M0.67%
30
LRCXEURLAM RESEARCH CORP
134,910$86.7M0.63%
31
CSCOCISCO SYS INC
1,637,374$84.7M0.61%
32
CRMSALESFORCE INC
400,198$84.5M0.61%
33
ADSKAUTODESK INC
393,991$80.6M0.58%
34
EMREMERSON ELEC CO
869,605$78.6M0.57%
35
ISRGINTUITIVE SURGICAL INC
226,994$77.6M0.56%
36
JPMJPMORGAN CHASE & CO
530,085$77.1M0.56%
37
BACBANK AMERICA CORP
2,658,799$76.3M0.55%
38
HDHOME DEPOT INC
238,923$74.2M0.54%
39
ROKROCKWELL AUTOMATION INC
223,638$73.7M0.53%
40
PTCPTC INC
499,426$71.1M0.51%
41
IQVIQVIA HLDGS INC
315,859$71.0M0.51%
42
CDNSCADENCE DESIGN SYSTEM INC
300,439$70.5M0.51%
43
EQIXEQUINIX INC
89,004$69.8M0.50%
44
WCNWASTE CONNECTIONS INC
487,579$69.7M0.50%
45
NKENIKE INC
626,280$69.1M0.50%
46
APDAIR PRODS & CHEMS INC
228,678$68.5M0.50%
47
SPGIS&P GLOBAL INC
169,656$68.0M0.49%
48
BIIBBIOGEN INC
233,897$66.6M0.48%
49
MCDMCDONALDS CORP
216,289$64.5M0.47%
50
RYROYAL BK CDA
669,592$64.0M0.46%
51
INCYINCYTE CORP
993,204$61.8M0.45%
52
TRMBTRIMBLE INC
1,153,264$61.1M0.44%
53
AXPAMERICAN EXPRESS CO
348,315$60.7M0.44%
54
ALNYALNYLAM PHARMACEUTICALS INC
318,894$60.6M0.44%
55
EDCONSOLIDATED EDISON INC
668,479$60.4M0.44%
56
KOCOCA COLA CO
999,672$60.2M0.44%
57
AG8AGILENT TECHNOLOGIES INC
498,856$60.0M0.43%
58
PEPPEPSICO INC
321,656$59.6M0.43%
59
ONON SEMICONDUCTOR CORP
582,739$55.1M0.40%
60
LOWLOWES COS INC
243,615$55.0M0.40%
61
MLB1MERCADOLIBRE INC
45,127$53.5M0.39%
62
MDLZMONDELEZ INTL INC
731,435$53.4M0.39%
63
SNPSSYNOPSYS INC
119,596$52.1M0.38%
64
AWCAMERICAN WTR WKS CO INC NEW
360,043$51.4M0.37%
65
DARDARLING INGREDIENTS INC
798,974$51.0M0.37%
66
ADPAUTOMATIC DATA PROCESSING IN
226,698$49.8M0.36%
67
METAMETA PLATFORMS INC
172,846$49.6M0.36%
68
AKXANSYS INC
147,560$48.7M0.35%
69
QCOMQUALCOMM INC
404,235$48.1M0.35%
70
MTZMASTEC INC
400,998$47.3M0.34%
71
ENPHENPHASE ENERGY INC
277,780$46.5M0.34%
72
TSMTAIWAN SEMICONDUCTOR MFG LTD
455,324$46.0M0.33%
73
ADIANALOG DEVICES INC
230,342$44.9M0.32%
74
WMSADVANCED DRAIN SYS INC DEL
388,020$44.1M0.32%
75
SEDGSOLAREDGE TECHNOLOGIES INC
162,125$43.6M0.32%
76
MRNAMODERNA INC
350,139$42.5M0.31%
77
MRVLMARVELL TECHNOLOGY INC
697,858$41.7M0.30%
78
NBIXNEUROCRINE BIOSCIENCES INC
440,416$41.5M0.30%
79
TTEKTETRA TECH INC NEW
251,154$41.1M0.30%
80
CITCINTAS CORP
81,673$40.6M0.29%
81
TJXTJX COS INC NEW
477,833$40.5M0.29%
82
TXNTEXAS INSTRS INC
224,458$40.4M0.29%
83
KEYSKEYSIGHT TECHNOLOGIES INC
237,421$39.8M0.29%
84
LNTHLANTHEUS HLDGS INC
473,474$39.7M0.29%
85
DWDMORGAN STANLEY
460,998$39.4M0.28%
86
CATCATERPILLAR INC
159,405$39.2M0.28%
87
ELLAUDER ESTEE COS INC
199,513$39.2M0.28%
88
SYKSTRYKER CORPORATION
125,768$38.4M0.28%
89
DISDISNEY WALT CO
422,187$37.7M0.27%
90
CLCOLGATE PALMOLIVE CO
481,455$37.1M0.27%
91
ZTOZTO EXPRESS CAYMAN INC
1,472,110$36.9M0.27%
92
BMRNBIOMARIN PHARMACEUTICAL INC
418,027$36.2M0.26%
93
NEENEXTERA ENERGY INC
486,907$36.1M0.26%
94
CMCSACOMCAST CORP NEW
840,348$34.9M0.25%
95
BUWABIO RAD LABS INC
91,991$34.9M0.25%
96
SBUXSTARBUCKS CORP
351,516$34.8M0.25%
97
BALLBALL CORP
596,873$34.7M0.25%
98
VEEVVEEVA SYS INC
175,504$34.7M0.25%
99
XOMEXXON MOBIL CORP
320,548$34.4M0.25%
100
UDRUDR INC
794,142$34.1M0.25%
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