Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Lamb Weston Holdings Inc (LW)(LW) | 954,452 | 2,134,080 | +1,179,628 | 63,786 | 113,746 | 32.78% | +49,960 |
| Estee Lauder Companies Inc (EL)(EL) | 387,800 | 520,300 | +132,500 | 29,077 | 34,340 | 9.90% | +5,263 |
| Restaurant Brands International (QSR)(QSR) | 559,178 | 559,178 | 0 | 36,447 | 37,264 | 10.74% | +816 |
| International Flavors & Fragrances Inc. (IFF)(IFF) | 1,928,630 | 2,082,230 | +153,600 | 163,066 | 161,602 | 46.58% | -1,464 |