NORDEA INVESTMENT MANAGEMENT AB Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$85.2B

Holdings

910

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (910 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
11,024,796$5.0B5.87%
2
AAPLAPPLE INC
19,417,911$4.2B4.88%
3
NVDANVIDIA CORPORATION
29,834,704$3.8B4.41%
4
GOOGLALPHABET INC
12,957,076$2.4B2.80%
5
AMZNAMAZON COM INC
5,964,312$1.2B1.37%
6
VVISA INC
4,348,653$1.2B1.36%
7
GOOGALPHABET INC
6,246,858$1.2B1.36%
8
MRKMERCK & CO INC
7,543,776$980.2M1.15%
9
METAMETA PLATFORMS INC
1,890,738$976.4M1.15%
10
MAMASTERCARD INCORPORATED
2,174,630$972.4M1.14%
11
JNJJOHNSON & JOHNSON
6,449,842$943.2M1.11%
12
LINLINDE PLC
2,138,912$943.0M1.11%
13
CSCOCISCO SYS INC
18,795,287$896.3M1.05%
14
WMWASTE MGMT INC DEL
4,024,243$857.6M1.01%
15
ADBEADOBE INC
1,519,475$839.3M0.98%
16
LLYELI LILLY & CO
918,256$838.3M0.98%
17
EMREMERSON ELEC CO
6,911,114$760.2M0.89%
18
AVGOBROADCOM INC
465,761$746.4M0.88%
19
ELVELEVANCE HEALTH INC
1,338,188$721.9M0.85%
20
CDNSCADENCE DESIGN SYSTEM INC
2,314,006$718.7M0.84%
21
BKNGBOOKING HOLDINGS INC
173,087$697.2M0.82%
22
CITHE CIGNA GROUP
2,049,638$685.8M0.80%
23
NEENEXTERA ENERGY INC
9,190,646$661.9M0.78%
24
TJXTJX COS INC NEW
5,961,784$658.3M0.77%
25
ABBVABBVIE INC
3,754,171$636.9M0.75%
26
KOCOCA COLA CO
9,293,232$594.4M0.70%
27
PEPPEPSICO INC
3,554,473$589.2M0.69%
28
EBAEBAY INC.
10,995,221$588.8M0.69%
29
AMGNAMGEN INC
1,805,288$568.1M0.67%
30
ADPAUTOMATIC DATA PROCESSING IN
2,315,857$556.5M0.65%
31
FTNTFORTINET INC
8,985,440$543.3M0.64%
32
JPMJPMORGAN CHASE & CO.
2,659,479$537.0M0.63%
33
RSGREPUBLIC SVCS INC
2,660,446$519.1M0.61%
34
SNPSSYNOPSYS INC
832,878$504.3M0.59%
35
CRMSALESFORCE INC
1,953,823$503.9M0.59%
36
AZOAUTOZONE INC
168,425$496.6M0.58%
37
LRCXEURLAM RESEARCH CORP
455,642$488.1M0.57%
38
MSCIMSCI INC
973,435$473.7M0.56%
39
AMATAPPLIED MATLS INC
1,931,720$460.6M0.54%
40
CITCINTAS CORP
628,953$447.4M0.52%
41
AXPAMERICAN EXPRESS CO
1,899,853$441.9M0.52%
42
NFLXNETFLIX INC
648,259$441.1M0.52%
43
CVSCVS HEALTH CORP
7,330,878$437.7M0.51%
44
PGPROCTER AND GAMBLE CO
2,602,870$432.4M0.51%
45
BDXBECTON DICKINSON & CO
1,817,672$426.0M0.50%
46
MCKMCKESSON CORP
712,486$422.0M0.50%
47
URIUNITED RENTALS INC
650,167$420.0M0.49%
48
CMCSACOMCAST CORP NEW
10,663,073$417.1M0.49%
49
CLCOLGATE PALMOLIVE CO
4,246,532$416.2M0.49%
50
SBUXSTARBUCKS CORP
5,196,362$407.8M0.48%
51
IFFINTERNATIONAL FLAVORS&FRAGRA
4,147,400$397.5M0.47%
52
UNHUNITEDHEALTH GROUP INC
778,600$389.7M0.46%
53
NOWSERVICENOW INC
493,418$387.0M0.45%
54
CHKPCHECK POINT SOFTWARE TECH LT
2,349,983$384.1M0.45%
55
AG8AGILENT TECHNOLOGIES INC
2,826,520$372.0M0.44%
56
CATCATERPILLAR INC
1,114,039$369.9M0.43%
57
NKENIKE INC
4,841,216$368.5M0.43%
58
MDLZMONDELEZ INTL INC
5,542,138$365.0M0.43%
59
CAGCONAGRA BRANDS INC
12,488,132$354.8M0.42%
60
ECLECOLAB INC
1,479,666$354.4M0.42%
61
HDHOME DEPOT INC
1,030,114$353.9M0.42%
62
BACVERIZON COMMUNICATIONS INC
8,498,506$352.3M0.41%
63
HIGHARTFORD FINL SVCS GROUP INC
3,308,761$335.5M0.39%
64
GISGENERAL MLS INC
5,284,127$335.2M0.39%
65
LKQ1LKQ CORP
7,939,212$327.9M0.38%
66
TRVCCITIGROUP INC
5,148,241$323.6M0.38%
67
ACNACCENTURE PLC IRELAND
1,046,472$317.9M0.37%
68
FISVFISERV INC
2,132,381$317.1M0.37%
69
MCDMCDONALDS CORP
1,189,115$306.6M0.36%
70
LENLENNAR CORP
2,009,615$302.1M0.35%
71
ORCLORACLE CORP
2,097,766$299.0M0.35%
72
MKSIMKS INSTRS INC
2,218,705$295.2M0.35%
73
MRVLMARVELL TECHNOLOGY INC
4,147,378$293.3M0.34%
74
VLTOVERALTO CORP
2,993,434$292.1M0.34%
75
WFCWELLS FARGO CO NEW
4,933,808$290.9M0.34%
76
OCOWENS CORNING NEW
1,661,762$290.9M0.34%
77
ROPROPER TECHNOLOGIES INC
511,134$290.6M0.34%
78
TERTERADYNE INC
1,883,771$282.6M0.33%
79
SYKSTRYKER CORPORATION
830,331$282.3M0.33%
80
GFLGFL ENVIRONMENTAL INC
7,243,722$281.8M0.33%
81
MTZMASTEC INC
2,512,697$276.3M0.32%
82
BRK/BBERKSHIRE HATHAWAY INC DEL
671,525$274.5M0.32%
83
KMBKIMBERLY-CLARK CORP
1,948,968$271.4M0.32%
84
ADIANALOG DEVICES INC
1,172,989$270.1M0.32%
85
ESEVERSOURCE ENERGY
4,767,249$269.9M0.32%
86
LOWLOWES COS INC
1,200,510$265.4M0.31%
87
SFMSPROUTS FMRS MKT INC
3,199,068$264.9M0.31%
88
GPNGLOBAL PMTS INC
2,732,507$261.2M0.31%
89
AKXANSYS INC
792,742$255.8M0.30%
90
UPSUNITED PARCEL SERVICE INC
1,865,893$254.9M0.30%
91
WATWATERS CORP
871,081$253.8M0.30%
92
CMICUMMINS INC
911,948$252.2M0.30%
93
GTLSCHART INDS INC
1,723,967$249.0M0.29%
94
SNASNAP ON INC
952,113$248.1M0.29%
95
AWCAMERICAN WTR WKS CO INC NEW
1,919,876$247.4M0.29%
96
TSLATESLA INC
1,207,847$244.9M0.29%
97
BMYBRISTOL-MYERS SQUIBB CO
5,772,583$243.2M0.29%
98
QCOMQUALCOMM INC
1,222,267$242.7M0.28%
99
EIXEDISON INTL
3,355,131$240.2M0.28%
100
WRKUSDWESTROCK CO
4,799,703$239.5M0.28%
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