Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MEDTRONIC PLC(MDT) | 0 | 393,737 | +393,737 | 0 | 35,381 | 12.04% | +35,381 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 327,279 | +327,279 | 0 | 23,135 | 7.87% | +23,135 |
| INTUITIVE SURGICAL INC | 0 | 38,930 | +38,930 | 0 | 19,281 | 6.56% | +19,281 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 581,843 | 603,318 | +21,475 | 24,059 | 27,179 | 9.25% | +3,120 |
| PENNANT GROUP INC | 641,255 | 719,137 | +77,882 | 17,006 | 18,086 | 6.16% | +1,080 |
| THE CIGNA GROUP(CI) | 85,861 | 70,859 | -15,002 | 23,710 | 23,313 | 7.93% | -397 |
| MOLINA HEALTHCARE INC(MOH) | 81,842 | 67,555 | -14,287 | 23,820 | 22,252 | 7.57% | -1,568 |
| UNUM GROUP(UNM) | 803,865 | 700,600 | -103,265 | 58,706 | 57,071 | 19.42% | -1,635 |
| ORTHOFIX MED INC | 1,057,313 | 948,202 | -109,111 | 18,461 | 15,465 | 5.26% | -2,996 |
| PERRIGO CO PLC(PRGO) | 1,022,369 | 704,824 | -317,545 | 26,285 | 19,763 | 6.73% | -6,522 |
| BIOHAVEN LTD(BHVN) | 361,420 | 270,198 | -91,222 | 13,499 | 6,496 | 2.21% | -7,003 |
| VIKING THERAPEUTICS INC(VKTX) | 209,853 | 0 | -209,853 | 8,444 | 0 | — | -8,444 |
| GENWORTH FINL INC(GNW) | 1,536,612 | 0 | -1,536,612 | 10,741 | 0 | — | -10,741 |
| IQVIA HLDGS INC(IQV) | 57,141 | 0 | -57,141 | 11,229 | 0 | — | -11,229 |
| IDEAYA BIOSCIENCES INC(IDYA) | 524,868 | 0 | -524,868 | 13,489 | 0 | — | -13,489 |
| GLOBUS MED INC(GMED) | 568,465 | 360,764 | -207,701 | 47,018 | 26,408 | 8.99% | -20,610 |