Edgestream Partners, L.P. Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$1.6T

Holdings

476

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (476 positions)

StockValue
NEENEXTERA ENERGY INC
$29.5B
SUISUN CMNTYS INC
$25.9B
VVISA INC
$22.8B
BROBROWN & BROWN INC
$22.1B
ITWILLINOIS TOOL WKS INC
$19.0B
TSLATESLA INC
$16.7B
AMEAMETEK INC
$16.5B
FISFIDELITY NATL INFORMATION SV
$16.4B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$16.1B
SPYSPDR S&P 500 ETF TR
$15.0B
MSFTMICROSOFT CORP
$15.0B
8CWCROWN CASTLE INTL CORP NEW
$15.0B
VALEVALE S A
$14.2B
DHID R HORTON INC
$14.1B
WCNWASTE CONNECTIONS INC
$14.1B
DHRDANAHER CORPORATION
$13.8B
APDAIR PRODS & CHEMS INC
$13.2B
NKENIKE INC
$12.7B
TRGPTARGA RES CORP
$12.5B
DEDEERE & CO
$12.4B
ODFLOLD DOMINION FREIGHT LINE IN
$12.4B
SMSM ENERGY CO
$12.1B
UNHUNITEDHEALTH GROUP INC
$11.9B
CHDCHURCH & DWIGHT INC
$11.2B
EDGGOLD FIELDS LTD
$11.1B
MAMASTERCARD INCORPORATED
$10.9B
NDQINVESCO QQQ TR
$10.8B
HRLHORMEL FOODS CORP
$10.8B
BMYBRISTOL-MYERS SQUIBB CO
$10.7B
METAFACEBOOK INC
$10.5B
ADBEADOBE SYSTEMS INCORPORATED
$10.4B
CLXCLOROX CO DEL
$10.4B
LLYLILLY ELI & CO
$10.3B
AMATAPPLIED MATLS INC
$10.0B
CNKCINEMARK HLDGS INC
$10.0B
CPRTCOPART INC
$10.0B
SLMSLM CORP
$9.8B
GNTXGENTEX CORP
$9.8B
NVSNNOVARTIS AG
$9.7B
GTGOODYEAR TIRE & RUBR CO
$9.6B
BACBK OF AMERICA CORP
$9.6B
JBLUJETBLUE AWYS CORP
$9.5B
T77LENDINGTREE INC NEW
$8.9B
TLTISHARES TR
$8.8B
ATDALLEGHENY TECHNOLOGIES INC
$8.8B
FLRFLUOR CORP NEW
$8.6B
AMGNAMGEN INC
$8.6B
DGDOLLAR GEN CORP NEW
$8.4B
OXYOCCIDENTAL PETE CORP
$8.4B
ATRAPTARGROUP INC
$8.2B
CASYCASEYS GEN STORES INC
$8.1B
RFREGIONS FINANCIAL CORP NEW
$8.1B
LULULULULEMON ATHLETICA INC
$8.0B
CP.TOCANADIAN PAC RY LTD
$8.0B
CPECALLON PETE CO DEL
$8.0B
BSXBOSTON SCIENTIFIC CORP
$7.9B
JECUSDJACOBS ENGR GROUP INC
$7.8B
YUSDALLEGHANY CORP MD
$7.7B
CCMPCMC MATERIALS INC
$7.5B
TDYTELEDYNE TECHNOLOGIES INC
$7.2B
KRKROGER CO
$7.2B
HTHTHUAZHU GROUP LTD
$7.2B
NTESNETEASE INC
$7.2B
MRO*MARATHON OIL CORP
$6.9B
HCQAMN HEALTHCARE SVCS INC
$6.7B
AMDADVANCED MICRO DEVICES INC
$6.7B
HPOSERVICE PPTYS TR
$6.7B
RGENREPLIGEN CORP
$6.6B
DECKDECKERS OUTDOOR CORP
$6.4B
MUMICRON TECHNOLOGY INC
$6.3B
S7VSALLY BEAUTY HLDGS INC
$6.2B
CCOCAMECO CORP
$6.0B
ELLAUDER ESTEE COS INC
$6.0B
KEYKEYCORP
$5.9B
EXREXTRA SPACE STORAGE INC
$5.9B
ATOATMOS ENERGY CORP
$5.8B
CMCSACOMCAST CORP NEW
$5.8B
CDECOEUR MNG INC
$5.8B
OVEROVERSTOCK COM INC DEL
$5.8B
T7DTRANSDIGM GROUP INC
$5.7B
UNPUNION PAC CORP
$5.7B
CHTRCHARTER COMMUNICATIONS INC N
$5.7B
NVDANVIDIA CORPORATION
$5.6B
IAA-WUSDIAA INC
$5.6B
SIGSIGNET JEWELERS LIMITED
$5.6B
INTCINTEL CORP
$5.6B
AZOAUTOZONE INC
$5.5B
CXCEMEX SAB DE CV
$5.5B
TXNTEXAS INSTRS INC
$5.5B
DKDELEK US HLDGS INC NEW
$5.5B
TECHBIO-TECHNE CORP
$5.4B
TMOTHERMO FISHER SCIENTIFIC INC
$5.4B
LSCCLATTICE SEMICONDUCTOR CORP
$5.4B
HSTHOST HOTELS & RESORTS INC
$5.4B
WERNWERNER ENTERPRISES INC
$5.4B
TMUST-MOBILE US INC
$5.4B
MSAMSA SAFETY INC
$5.4B
FFORD MTR CO DEL
$5.3B
RLIRLI CORP
$5.3B
NDAQNASDAQ INC
$5.3B
Page 1 of 5Next