Fund HoldingsGuinness Asset Management LTD

Total Portfolio Value
$5.28B
Total Bought
$582.61M
Total Sold
$186.95M
Net Transaction
+$395.66M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AFLAC INC(AFL)2,193,0362,276,325+83,289195,846254,3824.82%+58,536
BLACKROCK INC(BLK)239,596250,484+10,888188,589237,7804.50%+49,191
NETFLIX INC(NFLX)057,479+57,479040,7650.77%+40,765
ABBVIE INC(ABBV)01,159,779+1,159,7790228,9104.33%+228,910
COCA COLA CO(KO)2,927,9913,062,037+134,046186,388220,0114.17%+33,623
CISCO SYS INC(CSCO)4,035,7764,220,540+184,764191,726224,5694.25%+32,843
PAYCHEX INC(PAYX)1,499,0401,567,667+68,627177,687210,2823.98%+32,595
MONDELEZ INTL INC(MDLZ)2,785,3572,912,874+127,517182,374214,6264.06%+32,252
CME GROUP INC(CME)940,643983,704+43,061184,892216,9564.11%+32,064
JOHNSON & JOHNSON(JNJ)1,266,1581,324,122+57,964185,043214,5404.06%+29,497
ILLINOIS TOOL WKS INC(ITW)767,741802,886+35,145181,926210,4473.99%+28,521
GALLAGHER ARTHUR J & CO(AJG)764,259799,231+34,972198,192224,8064.26%+26,614
BROADCOM INC(AVGO)01,331,971+1,331,9710229,7554.35%+229,755
OTIS WORLDWIDE CORP(OTIS)1,769,7611,850,806+81,045170,340192,3893.64%+22,049
TEXAS INSTRS INC(TXN)0967,637+967,6370199,9543.79%+199,954
PROCTER AND GAMBLE CO(PG)1,134,0361,185,942+51,906187,081205,3993.89%+18,318
PAYPAL HLDGS INC(PYPL)468,827549,080+80,25327,20942,8420.81%+15,633
PEPSICO INC(PEP)1,123,8001,175,247+51,447185,390199,8323.78%+14,441
THERMO FISHER SCIENTIFIC INC(TMO)51,12658,889+7,76328,27036,4220.69%+8,152
EMERSON ELEC CO(EMR)1,748,4301,828,480+80,050192,499199,9553.79%+7,456
ADOBE INC(ADBE)50,92465,474+14,55028,28133,8980.64%+5,616
INTERCONTINENTAL EXCHANGE IN(ICE)252,994248,639-4,35534,63539,9330.76%+5,298
MASTERCARD INCORPORATED(MA)83,93782,498-1,43937,03240,7360.77%+3,704
AMERESCO INC558,741511,530-47,21116,11419,4110.37%+3,298
DANAHER CORPORATION(DHR)134,209131,905-2,30433,53736,6660.69%+3,130
APPLE INC(AAPL)156,985154,282-2,70333,07435,9350.68%+2,861
HUBBELL INC(HUBB)089,776+89,776038,4550.73%+38,455
SALESFORCE INC(CRM)142,876140,422-2,45436,72138,4390.73%+1,718
AMAZON COM INC(AMZN)177,812193,169+15,35734,37735,9960.68%+1,619
ENPHASE ENERGY INC(ENPH)144,599136,896-7,70314,43015,4750.29%+1,045
NETEASE INC(NTES)74,33186,741+12,4107,1058,1110.15%+1,006
VISA INC(V)130,696128,453-2,24334,31435,3170.67%+1,003
INSTALLED BLDG PRODS INC(IBP)123,263106,221-17,04225,34626,1640.50%+818
NEXTERA ENERGY INC(NEE)532,019454,148-77,87137,69638,3880.73%+692
CANADIAN SOLAR INC(CSIQ)1,055,381966,208-89,17315,57916,1860.31%+607
ADVANCED DRAIN SYS INC DEL(WMS)03,057+3,05704810.01%+481
FIRST SOLAR INC(FSLR)131,997120,845-11,15229,80930,1520.57%+344
META PLATFORMS INC(META)85,97376,066-9,90743,37443,5360.82%+162
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,5631,655+924836130.01%+130
REVVITY INC(RVTY)3,5873,863+2763764930.01%+117
KEYSIGHT TECHNOLOGIES INC(KEYS)3,1913,399+2084365400.01%+104
AGILENT TECHNOLOGIES INC(A)3,6693,892+2234765780.01%+102
TETRA TECH INC NEW(TTEK)2,61713,085+10,4685366170.01%+80
TPI COMPOSITES INC392,778359,866-32,9121,5691,6370.03%+69
FORTIVE CORP(FTV)6,4226,816+3944765380.01%+62
KKR & CO INC(KKR)5,1674,638-5295446060.01%+62
IDEX CORP(IEX)2,1702,315+1454364970.01%+60
JD.COM INC(JD)4,0804,08001051630.00%+58
HENRY JACK & ASSOC INC(JKHY)2,6032,776+1734324900.01%+58
BLACKSTONE INC(BX)3,8603,465-3954785310.01%+53
SMITH A O CORP(AOS)6,4496,44905275790.01%+52
BAIDU INC2,3602,36002042480.00%+44
ADDUS HOMECARE CORP5,0014,663-3385806200.01%+40
NASDAQ INC(NDAQ)7,2906,544-7464394780.01%+38
STATE STR CORP(STT)5,1654,637-5283824100.01%+28
ARES MANAGEMENT CORPORATION(ARES)3,9343,532-4025245500.01%+26
EDWARDS LIFESCIENCES CORP6,0618,798+2,7375605810.01%+21
AFFILIATED MANAGERS GROUP IN2,2362,007-2293493570.01%+8
AUTOHOME INC(ATHM)800800022260.00%+4
AMERIPRISE FINL INC(AMP)1,1691,050-1194994930.01%-6
ALIBABA GROUP HLDG LTD(BABA)670380-29048400.00%-8
CARLYLE GROUP INC(CG)10,7029,606-1,0964304140.01%-16
ARTISAN PARTNERS ASSET MGMT(APAM)7,6256,844-7813152960.01%-18
MONOLITHIC PWR SYS INC(MPWR)782667-1156426170.01%-26
SKYWORKS SOLUTIONS INC(SWKS)4,9624,96205294900.01%-39
PRICE T ROWE GROUP INC(TROW)2,5322,273-2592922480.00%-44
RAYMOND JAMES FINL INC(RJF)3,6183,248-3704473980.01%-49
FRANKLIN RESOURCES INC(BEN)12,38911,120-1,2692772240.00%-53
ARISTA NETWORKS INC1,9181,605-3136726160.01%-56
TERADYNE INC(TER)4,6104,61006836180.01%-66
CADENCE DESIGN SYSTEM INC(CDNS)1,8431,84305675000.01%-67
ENTEGRIS INC(ENTG)4,0774,07705524590.01%-93
ENBRIDGE INC(ENB)344,008295,354-48,65412,22011,9940.23%-225
ITRON INC(ITRI)289,774265,284-24,49028,67828,3360.54%-342
SOLAREDGE TECHNOLOGIES INC(SEDG)109,21399,990-9,2232,7592,2910.04%-468
ORMAT TECHNOLOGIES INC(ORA)393,856360,569-33,28728,25327,7440.53%-510
KINDER MORGAN INC DEL(KMI)616,617529,404-87,21312,23711,6560.22%-580
ON SEMICONDUCTOR CORP(ON)398,036364,394-33,64227,28126,4660.50%-815
HELIX ENERGY SOLUTIONS GRP I(HLX)402,098345,393-56,7054,7633,8100.07%-952
ROPER TECHNOLOGIES INC(ROP)65,06763,957-1,11036,67335,5850.67%-1,088
BAKER HUGHES COMPANY(BKR)274,007235,254-38,7539,5968,5020.16%-1,094
QUALCOMM INC(QCOM)39,68238,520-1,1627,9036,5500.12%-1,353
NVIDIA CORPORATION(NVDA)0321,837+321,837039,0820.74%+39,082
GENTHERM INC(THRM)0340,382+340,382015,8500.30%+15,850
IMPERIAL OIL LTD(IMO)255,094212,108-42,98617,42014,9200.28%-2,500
EOG RES INC(EOG)124,443106,843-17,60015,63013,1170.25%-2,513
SUNCOR ENERGY INC NEW(SU)451,826387,922-63,90417,20714,3150.27%-2,892
INTUIT(INTU)62,34661,279-1,06740,96738,0510.72%-2,916
CANADIAN NAT RES LTD(CNQ)461,866396,541-65,32516,45213,1710.25%-3,280
OWENS CORNING NEW(OC)176,800154,601-22,19930,70827,2840.52%-3,425
EXXON MOBIL CORP218,828185,935-32,89325,17921,7340.41%-3,446
SCHLUMBERGER LTD(SLB)318,981273,866-45,11515,03711,5020.22%-3,535
HALLIBURTON CO(HAL)412,530354,183-58,34713,92010,2540.19%-3,666
CENOVUS ENERGY INC(CVE)780,216669,837-110,37915,33111,1910.21%-4,140
DEVON ENERGY CORP NEW(DVN)300,966258,398-42,56814,24210,0950.19%-4,147
ALPHABET INC(GOOG)217,057213,323-3,73439,55035,3730.67%-4,177
CONOCOPHILLIPS(COP)187,210160,734-26,47621,39616,8950.32%-4,501
DIAMONDBACK ENERGY INC(FANG)86,34274,132-12,21017,26612,7470.24%-4,520
CHEVRON CORP NEW(CVX)156,559134,419-22,14024,48319,7360.37%-4,747
VALERO ENERGY CORP(VLO)126,292108,432-17,86019,73014,6550.28%-5,075
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