Schroder Investment Management Group
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Added | Apple Inc. | $899.95M |
| Trimmed | Netflix Inc | $838.62M |
| Trimmed | ELI LILLY & Co | $716.20M |
| Trimmed | Alphabet Inc. | $497.71M |
| Trimmed | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $435.06M |
| New | 00755E105 | $345.73M |
| Added | JOHNSON & JOHNSON | $341.43M |
| Added | NVIDIA Corp | $326.77M |
| Trimmed | Tapestry Inc | $321.41M |
| Added | 496902404 | $321.33M |
| Added | MercadoLibre, Inc. | $320.10M |
| Added | LUMENTUM HLDGS INC | $303.96M |
| Added | ARM HOLDINGS PLC /UKARM | $292.43M |
| New | 00350E113 | $248.30M |
| Added | ConocoPhillips | $230.67M |
| Trimmed | EMERSON ELECTRIC CO | $222.68M |
| New | ROKU, INC | $218.38M |
| Trimmed | AbbVie Inc. | $210.37M |
| Trimmed | INTUIT INC. | $209.94M |
| Added | Baker Hughes Co | $204.12M |
| New | 464287341 | $192.79M |
| Trimmed | Hewlett Packard Enterprise Co | $189.86M |
| Added | Eaton Corp plc | $189.48M |
| Trimmed | H World Group LtdHTHT | $182.23M |
| New | 00653E105 | $181.65M |
| Added | L8681T102 | $167.07M |
| Trimmed | MICROSOFT CORP | $163.21M |
| New | 00923E106 | $160.50M |
| Trimmed | Salesforce Inc | $158.22M |
| Added | Coterra Energy Inc. | $154.92M |
| Exited | Baidu, Inc.BIDU | $153.21M |
| Trimmed | Amazon.com Inc | $153.06M |
| Trimmed | Howmet Aerospace Inc. | $143.66M |
| Trimmed | ORACLE CORP | $141.32M |
| Added | Moody's Corp | $140.90M |
| Trimmed | GE Vernova Inc. | $136.57M |
| Trimmed | UNITEDHEALTH GROUP INC | $136.26M |
| Trimmed | G98239109 | $134.50M |
| Trimmed | PUBLIC SERVICE ENTERPRISE GROUP INC | $133.42M |
| Added | Broadcom Inc. | $132.12M |
| Trimmed | 78463X541 | $130.43M |
| Trimmed | ASE Technology Holding Co., Ltd.ASX | $129.00M |
| Added | VEEVA SYSTEMS INC | $128.16M |
| Trimmed | Liberty Media Corp-Liberty Formula One | $125.64M |
| Trimmed | Check Point Software Technologies Ltd | $125.53M |
| Trimmed | ADOBE INC. | $124.51M |
| Added | Arista Networks, Inc.ANET | $120.88M |
| Trimmed | PDD Holdings Inc.PDD | $117.63M |
| New | 00795E108 | $115.18M |
| Exited | Macy's, Inc. | $110.69M |