Edgestream Partners, L.P. Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$2.1T

Holdings

815

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (815 positions)

StockValue
ADPAUTOMATIC DATA PROCESSING IN
$1.6B
CAHCARDINAL HEALTH INC
$1.6B
FTNTFORTINET INC
$1.6B
ACWIISHARES TR
$1.6B
ITGARTNER INC
$1.6B
ADSKAUTODESK INC
$1.6B
OLEDUNIVERSAL DISPLAY CORP
$1.6B
SMSM ENERGY CO
$1.5B
PYCRPAYCOR HCM INC
$1.5B
COPCONOCOPHILLIPS
$1.5B
CVBFCVB FINL CORP
$1.5B
DOXAMDOCS LTD
$1.5B
CAGCONAGRA BRANDS INC
$1.5B
SHOOMADDEN STEVEN LTD
$1.5B
ACNACCENTURE PLC IRELAND
$1.5B
AFRMAFFIRM HLDGS INC
$1.5B
FSLRFIRST SOLAR INC
$1.5B
MASMASCO CORP
$1.5B
CMCSACOMCAST CORP NEW
$1.5B
STLDSTEEL DYNAMICS INC
$1.5B
WATWATERS CORP
$1.5B
LMTLOCKHEED MARTIN CORP
$1.5B
ACADACADIA PHARMACEUTICALS INC
$1.5B
AREALEXANDRIA REAL ESTATE EQ IN
$1.5B
SPIBSPDR SER TR
$1.5B
ALNYALNYLAM PHARMACEUTICALS INC
$1.5B
CBRECBRE GROUP INC
$1.5B
CVNACARVANA CO
$1.5B
GPKGRAPHIC PACKAGING HLDG CO
$1.4B
WWDWOODWARD INC
$1.4B
SSBUSDSOUTHSTATE CORPORATION
$1.4B
SLGNSILGAN HLDGS INC
$1.4B
LNTALLIANT ENERGY CORP
$1.4B
HSICHENRY SCHEIN INC
$1.4B
FULTFULTON FINL CORP PA
$1.4B
FEFIRSTENERGY CORP
$1.4B
ARWRARROWHEAD PHARMACEUTICALS IN
$1.4B
PTCPTC INC
$1.4B
GISGENERAL MLS INC
$1.4B
IEMGISHARES INC
$1.4B
PRGSPROGRESS SOFTWARE CORP
$1.4B
QGENQIAGEN NV
$1.4B
MAMASTERCARD INCORPORATED
$1.4B
GTMZOOMINFO TECHNOLOGIES INC
$1.4B
AEPAMERICAN ELEC PWR CO INC
$1.4B
EIXEDISON INTL
$1.4B
RGAREINSURANCE GRP OF AMERICA I
$1.3B
ADMARCHER DANIELS MIDLAND CO
$1.3B
TRNTRINITY INDS INC
$1.3B
HUNHUNTSMAN CORP
$1.3B
EPAMEPAM SYS INC
$1.3B
BFHBREAD FINANCIAL HOLDINGS INC
$1.3B
MATXMATSON INC
$1.3B
TOWNTOWNEBANK PORTSMOUTH VA
$1.3B
CMACOMERICA INC
$1.3B
FLOFLOWERS FOODS INC
$1.3B
XLESELECT SECTOR SPDR TR
$1.3B
NEENEXTERA ENERGY INC
$1.3B
AAALCOA CORP
$1.3B
OUTOUTFRONT MEDIA INC
$1.3B
HTOSJW GROUP
$1.3B
VLYVALLEY NATL BANCORP
$1.3B
ARWARROW ELECTRS INC
$1.3B
PDPAGERDUTY INC
$1.3B
MARMARRIOTT INTL INC NEW
$1.3B
VRTXVERTEX PHARMACEUTICALS INC
$1.2B
DBRGDIGITALBRIDGE GROUP INC
$1.2B
STESTERIS PLC
$1.2B
OKEONEOK INC NEW
$1.2B
XOMEXXON MOBIL CORP
$1.2B
NDAQNASDAQ INC
$1.2B
MORNMORNINGSTAR INC
$1.2B
WYWEYERHAEUSER CO MTN BE
$1.2B
HCQAMN HEALTHCARE SVCS INC
$1.2B
MRKMERCK & CO INC
$1.2B
JPMJPMORGAN CHASE & CO.
$1.2B
CSGPCOSTAR GROUP INC
$1.2B
NUVLNUVALENT INC
$1.2B
MCHPMICROCHIP TECHNOLOGY INC.
$1.2B
KRCKILROY RLTY CORP
$1.2B
SLBSCHLUMBERGER LTD
$1.2B
BSYBENTLEY SYS INC
$1.2B
VCITVANGUARD SCOTTSDALE FDS
$1.2B
KAIKADANT INC
$1.2B
INFA1EURINFORMATICA INC
$1.1B
RIVNRIVIAN AUTOMOTIVE INC
$1.1B
PGNYPROGYNY INC
$1.1B
LLOEWS CORP
$1.1B
CVSCVS HEALTH CORP
$1.1B
SFLSFL CORPORATION LTD
$1.1B
VIAVVIAVI SOLUTIONS INC
$1.1B
AVYAVERY DENNISON CORP
$1.1B
TDCTERADATA CORP DEL
$1.1B
ROKUROKU INC
$1.1B
AVDXAVIDXCHANGE HOLDINGS INC
$1.1B
2L9BLUEPRINT MEDICINES CORP
$1.1B
VSATVIASAT INC
$1.1B
BCOBRINKS CO
$1.1B
APPAPPLOVIN CORP
$1.1B
GWWGRAINGER W W INC
$1.1B
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