Stanley-Laman Group, Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC CLASS CLASS A(GOOG) | 34,302 | 73,217 | +38,915 | 6,045,094 | 17,799,146 | 2.54% | +11,754,052 |
| ARISTA NETWORKS INC(ANET) | 0 | 61,078 | +61,078 | 0 | 8,899,675 | 1.27% | +8,899,675 |
| LAM RESH CORP(LRCX) | 0 | 65,637 | +65,637 | 0 | 8,788,794 | 1.25% | +8,788,794 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 9,235 | +9,235 | 0 | 8,502,110 | 1.21% | +8,502,110 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 487 | 9,175 | +8,688 | 390,277 | 8,882,226 | 1.27% | +8,491,949 |
| KLA CORP(KLAC) | 0 | 7,627 | +7,627 | 0 | 8,226,482 | 1.17% | +8,226,482 |
| META PLATFORMS INC CLASS A(META) | 1,907 | 12,955 | +11,048 | 1,407,538 | 9,513,893 | 1.36% | +8,106,355 |
| ORACLE CORP(ORCL) | 1,946 | 29,937 | +27,991 | 425,454 | 8,419,482 | 1.20% | +7,994,028 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM) | 2,723 | 30,715 | +27,992 | 616,732 | 8,578,392 | 1.22% | +7,961,660 |
| AMAZON.COM INC(AMZN) | 33,044 | 68,594 | +35,550 | 7,249,523 | 15,061,185 | 2.15% | +7,811,662 |
| NVIDIA CORP(NVDA) | 38,144 | 73,790 | +35,646 | 6,026,371 | 13,767,738 | 1.96% | +7,741,367 |
| BROADCOM INC(AVGO) | 14,796 | 34,385 | +19,589 | 4,078,517 | 11,343,955 | 1.62% | +7,265,438 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 34,147 | +34,147 | 0 | 6,953,012 | 0.99% | +6,953,012 |
| MICROSOFT CORP(MSFT) | 28,703 | 40,405 | +11,702 | 14,277,177 | 20,927,867 | 2.98% | +6,650,690 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 43,952 | +43,952 | 0 | 6,218,768 | 0.89% | +6,218,768 |
| ADVANCED MICRO DEVIC(AMD) | 0 | 38,274 | +38,274 | 0 | 6,192,350 | 0.88% | +6,192,350 |
| CADENCE DESIGN SYS INC(CDNS) | 0 | 17,585 | +17,585 | 0 | 6,176,907 | 0.88% | +6,176,907 |
| INTUITIVE SURGICAL INC | 614 | 13,456 | +12,842 | 333,654 | 6,017,927 | 0.86% | +5,684,273 |
| SYNOPSYS INC(SNPS) | 2,003 | 12,877 | +10,874 | 1,026,898 | 6,353,383 | 0.91% | +5,326,485 |
| GODADDY INC CLASS A(GDDY) | 0 | 27,112 | +27,112 | 0 | 3,709,735 | 0.53% | +3,709,735 |
| SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS(SBSW) | 0 | 327,345 | +327,345 | 0 | 3,679,358 | 0.52% | +3,679,358 |
| ALBEMARLE CORP(ALB) | 0 | 41,850 | +41,850 | 0 | 3,393,198 | 0.48% | +3,393,198 |
| COHU INC(COHU) | 0 | 152,943 | +152,943 | 0 | 3,109,331 | 0.44% | +3,109,331 |
| TETRA TECHNOLOGIES INC D(TTI) | 1,294,410 | 1,285,978 | -8,432 | 4,349,218 | 7,394,374 | 1.05% | +3,045,156 |
| STANDARD LITHIUM LTD F | 0 | 863,238 | +863,238 | 0 | 2,909,112 | 0.41% | +2,909,112 |
| ZETA GLOBAL HLDGS CORP CLASS A(ZETA) | 0 | 142,615 | +142,615 | 0 | 2,833,760 | 0.40% | +2,833,760 |
| ENERGY FUELS INC F(UUUU) | 714,322 | 445,120 | -269,202 | 4,107,352 | 6,832,592 | 0.97% | +2,725,240 |
| ANTERO RES CORP(AR) | 0 | 78,998 | +78,998 | 0 | 2,651,173 | 0.38% | +2,651,173 |
| IONIS PHARMACEUTICALS IN(IONS) | 0 | 35,774 | +35,774 | 0 | 2,340,335 | 0.33% | +2,340,335 |
| AXSOME THERAPEUTICS INC.(AXSM) | 0 | 17,501 | +17,501 | 0 | 2,125,496 | 0.30% | +2,125,496 |
| CORCEPT THERAPEUTICS INC(CORT) | 0 | 24,483 | +24,483 | 0 | 2,034,782 | 0.29% | +2,034,782 |
| RELIANCE INC | 0 | 7,221 | +7,221 | 0 | 2,027,873 | 0.29% | +2,027,873 |
| ALIBABA GROUP HLDG USD 0.000025 ADR(BABA) | 0 | 11,000 | +11,000 | 0 | 1,966,030 | 0.28% | +1,966,030 |
| EXPAND ENERGY CORP(EXE) | 0 | 17,706 | +17,706 | 0 | 1,881,085 | 0.27% | +1,881,085 |
| APPLE INC(AAPL) | 36,191 | 36,027 | -164 | 7,425,404 | 9,173,451 | 1.31% | +1,748,047 |
| WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS(WRD) | 0 | 155,977 | +155,977 | 0 | 1,544,172 | 0.22% | +1,544,172 |
| WEATHERFORD INTL PLC F(WFRD) | 72,097 | 71,277 | -820 | 3,627,200 | 4,877,485 | 0.69% | +1,250,285 |
| ICICI BANK LTD INR 2.0 | 0 | 80,000 | +80,000 | 0 | 1,214,568 | 0.17% | +1,214,568 |
| RTX CORP(RTX) | 64,552 | 63,558 | -994 | 9,425,930 | 10,635,208 | 1.52% | +1,209,278 |
| GRAB HOLDINGS LTD USD 0.000001 | 0 | 200,000 | +200,000 | 0 | 1,204,000 | 0.17% | +1,204,000 |
| BLOKS GROUP LTD USD 0.0001 | 9,900 | 118,000 | +108,100 | 178,074 | 1,375,585 | 0.20% | +1,197,511 |
| LODHA DEVELOPERS LTD INR 10.0 144A | 0 | 80,000 | +80,000 | 0 | 1,028,509 | 0.15% | +1,028,509 |
| SCHLUMBERGER LTD F(SLB) | 83,169 | 107,642 | +24,473 | 2,811,108 | 3,699,646 | 0.53% | +888,538 |
| CARLYLE GROUP INC(CG) | 81,038 | 79,636 | -1,402 | 4,165,366 | 4,993,195 | 0.71% | +827,829 |
| NEXGEN ENERGY LTD F(NXE) | 451,054 | 441,775 | -9,279 | 3,130,315 | 3,953,886 | 0.56% | +823,571 |
| HYUNDAI EN KRW5000 | 0 | 20,000 | +20,000 | 0 | 775,453 | 0.11% | +775,453 |
| L3HARRIS TECHNOLOGIES IN(LHX) | 16,247 | 15,793 | -454 | 4,075,411 | 4,823,429 | 0.69% | +748,018 |
| VALARIS LTD F(VAL) | 118,230 | 116,959 | -1,271 | 4,978,665 | 5,704,090 | 0.81% | +725,425 |
| VALERO ENERGY CORP NEW(VLO) | 23,940 | 23,044 | -896 | 3,218,020 | 3,923,408 | 0.56% | +705,388 |
| PURE STORAGE INC CLASS A(P) | 64,532 | 52,677 | -11,855 | 3,715,753 | 4,414,859 | 0.63% | +699,106 |
| KOMICO LTD KRW 500.0 | 0 | 10,000 | +10,000 | 0 | 694,202 | 0.10% | +694,202 |
| SELECT WATER SOLUTIO A CLASS A(WTTR) | 378,774 | 371,073 | -7,701 | 3,272,611 | 3,966,775 | 0.57% | +694,164 |
| LUPIN LTD INR 2.0 | 0 | 30,000 | +30,000 | 0 | 647,041 | 0.09% | +647,041 |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | 35,207 | 35,207 | 0 | 1,560,002 | 2,105,318 | 0.30% | +545,316 |
| ENTERGY CORP NEW(ETR) | 93,937 | 89,460 | -4,477 | 7,808,052 | 8,336,818 | 1.19% | +528,766 |
| AAR CORP | 68,767 | 58,425 | -10,342 | 4,730,482 | 5,238,970 | 0.75% | +508,488 |
| AMETEK INC NEW | 0 | 2,687 | +2,687 | 0 | 505,156 | 0.07% | +505,156 |
| VERTIV HLDGS CO CLASS A(VRT) | 0 | 3,313 | +3,313 | 0 | 499,799 | 0.07% | +499,799 |
| LINCOLN ELEC HLDGS INC(LINC) | 0 | 2,097 | +2,097 | 0 | 494,536 | 0.07% | +494,536 |
| TJX COS INC NEW(TJX) | 28,087 | 27,327 | -760 | 3,468,462 | 3,949,885 | 0.56% | +481,423 |
| CATERPILLAR INC(CAT) | 0 | 960 | +960 | 0 | 458,064 | 0.07% | +458,064 |
| MASTEC INC(MTZ) | 0 | 2,136 | +2,136 | 0 | 454,562 | 0.06% | +454,562 |
| QUANTA SVCS INC | 0 | 1,079 | +1,079 | 0 | 447,159 | 0.06% | +447,159 |
| EATON CORP PLC F(ETN) | 0 | 1,177 | +1,177 | 0 | 440,492 | 0.06% | +440,492 |
| ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 0 | 6,117 | +6,117 | 0 | 440,118 | 0.06% | +440,118 |
| MOBILE WORLD INVESTMENT VND 10000.0 | 600,000 | 660,000 | +60,000 | 1,504,565 | 1,940,511 | 0.28% | +435,946 |
| MITSUBISHI ELEC CORP F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 0 | 8,439 | +8,439 | 0 | 432,583 | 0.06% | +432,583 |
| GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK) | 97,844 | 97,063 | -781 | 3,757,202 | 4,189,250 | 0.60% | +432,048 |
| CONSTELLATION ENERGY COR(CEG) | 0 | 1,301 | +1,301 | 0 | 428,120 | 0.06% | +428,120 |
| MAKEMYTRIP LTD USD 0.0005 | 10,000 | 15,000 | +5,000 | 980,200 | 1,404,000 | 0.20% | +423,800 |
| KEYSIGHT TECHNOLOGIES IN(KEYS) | 0 | 2,422 | +2,422 | 0 | 423,656 | 0.06% | +423,656 |
| ROCKWELL AUTOMATION INC(ROK) | 0 | 1,195 | +1,195 | 0 | 417,688 | 0.06% | +417,688 |
| VISTRA CORP(VST) | 0 | 2,115 | +2,115 | 0 | 414,371 | 0.06% | +414,371 |
| HONEYWELL AUTOMATION INDIA INR 10.0 | 1,761 | 3,000 | +1,239 | 808,117 | 1,219,749 | 0.17% | +411,632 |
| SPX TECHNOLOGIES INC | 0 | 2,176 | +2,176 | 0 | 406,433 | 0.06% | +406,433 |
| EMCOR GROUP INC(EME) | 0 | 615 | +615 | 0 | 399,467 | 0.06% | +399,467 |
| EMERSON ELEC CO(EMR) | 0 | 3,036 | +3,036 | 0 | 398,262 | 0.06% | +398,262 |
| CVS HEALTH CORP(CVS) | 67,253 | 66,776 | -477 | 4,639,112 | 5,034,243 | 0.72% | +395,131 |
| SOUTHERN COPPER CORP(SCCO) | 0 | 3,115 | +3,115 | 0 | 378,036 | 0.05% | +378,036 |
| CCC INTELLIGENT SOLUTION(CCC) | 488,634 | 544,288 | +55,654 | 4,598,046 | 4,958,464 | 0.71% | +360,418 |
| F N B CORP PA(FNB) | 235,932 | 235,229 | -703 | 3,439,889 | 3,789,539 | 0.54% | +349,650 |
| CORNING INC(GLW) | 11,529 | 11,529 | 0 | 606,310 | 945,724 | 0.13% | +339,414 |
| ONE 97 COMMUNICATIONS LTD INR 1.0 | 180,000 | 180,000 | 0 | 1,941,255 | 2,277,248 | 0.32% | +335,993 |
| GOKALDAS EXPORTS LTD INR 5.0 | 0 | 40,000 | +40,000 | 0 | 325,266 | 0.05% | +325,266 |
| LENS TECHNOLOGY CO LTD CNY 1.0 | 0 | 80,000 | +80,000 | 0 | 315,665 | 0.04% | +315,665 |
| MARVELL TECHNOLOGY INC(MRVL) | 50,700 | 50,215 | -485 | 3,924,216 | 4,221,543 | 0.60% | +297,327 |
| INTERACTIVE BROKERS GROU CLASS A(IBKR) | 69,162 | 59,973 | -9,189 | 3,832,284 | 4,126,716 | 0.59% | +294,432 |
| TAKE-TWO INTERACTIVE SOF(TTWO) | 21,844 | 21,672 | -172 | 5,304,815 | 5,599,178 | 0.80% | +294,363 |
| SNAP ON INC(SNA) | 11,054 | 10,734 | -320 | 3,439,691 | 3,719,636 | 0.53% | +279,945 |
| JPMORGAN CHASE & CO(JPM) | 7,196 | 7,435 | +239 | 2,086,192 | 2,345,222 | 0.33% | +259,030 |
| TD SYNNEX CORP(SNX) | 25,529 | 22,651 | -2,878 | 3,464,289 | 3,709,154 | 0.53% | +244,865 |
| MCKESSON CORP(MCK) | 5,624 | 5,647 | +23 | 4,121,238 | 4,362,640 | 0.62% | +241,402 |
| SMITH A O CORP(AOS) | 39,439 | 38,303 | -1,136 | 2,586,011 | 2,811,791 | 0.40% | +225,780 |
| VANGUARD S&P 500 ETF | 8,973 | 8,680 | -293 | 5,096,991 | 5,315,706 | 0.76% | +218,715 |
| STIFEL FINL CORP(SF) | 32,783 | 31,907 | -876 | 3,402,257 | 3,620,476 | 0.52% | +218,219 |
| CMC CORP/VIETNAM VND 10000.0 | 885,000 | 1,090,000 | +205,000 | 1,399,303 | 1,616,828 | 0.23% | +217,525 |
| HA DO GROUP JSC VND 10000.0 | 785,620 | 785,620 | 0 | 762,446 | 960,210 | 0.14% | +197,764 |
| VIETNAM JOINT STOCK COM VND 10000.0 | 600,000 | 600,000 | 0 | 962,462 | 1,153,363 | 0.16% | +190,901 |
| PATTERSON-UTI ENERGY INC(PTEN) | 341,178 | 426,282 | +85,104 | 2,023,183 | 2,208,141 | 0.31% | +184,958 |
| MILITARY COMMERCIAL JOI VND 10000.0 | 575,000 | 759,000 | +184,000 | 567,945 | 752,479 | 0.11% | +184,534 |