May 6, 2026
Announcement
| ADOBE INC |
| AIR LIQUIDE SA |
| AIRBUS SE |
| ALPHABET INC C-SHARES |
| AMAZON.COM INC |
| AMETEK INC |
| AT&T |
| BAE SYSTEMS PLC |
| BCE INC |
| BOEING CO/THE |
| BOUYGUES SA |
| BT GROUP PLC |
| CADENCE DESIGN SYSTEMS INC |
| CAE INC |
| CAPGEMINI SA |
| CARRIER GLOBAL CORP |
| CELLEBRITE DI LTD |
| CGI INC - CLASS A |
| CHARTER COMMUNICATIONS INC |
| CISCO SYSTEMS INC |
| CLOUDFLARE INC - CLASS A |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP |
| CONSTELLATION SOFTWARE INC |
| COREWEAVE INC |
| CORNING INC |
| CROWDSTRIKE HOLDINGS INC |
| DASSAULT SYSTEMES SA |
| DATADOG INC |
| DELL TECHNOLOGIES INC - C |
| DEUTSCHE TELEKOM AG |
| DOVER CORP |
| EATON CORPORATION PLC |
| EMERSON ELECTRIC CO |
| EXPERIAN PLC |
| FORTIVE CORP |
| GARMIN LTD |
| GENERAL DYNAMICS CORP |
| GENERAL MOTORS CO |
| GLOBALFOUNDRIES INC |
| HALMA PLC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HEXAGON AB CLASS B |
| HONEYWELL INTERNATIONAL INC |
| HOWMET AEROSPACE INC |
| ILLINOIS TOOL WORKS |
| INGERSOLL-RAND INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| KEYSIGHT TECHNOLOGIES INC |
| KLA CORP |
| KONGSBERG GRUPPEN ASA |
| L3HARRIS TECHNOLOGIES INC |
| LEIDOS HOLDINGS INC |
| LEONARDO SPA |
| LOCKHEED MARTIN CORP |
| MICROSOFT CORP |
| MOTOROLA SOLUTIONS INC |
| MTU AERO ENGINES AG |
| NORTHROP GRUMMAN CORP |
| NUCOR CORP |
| NVIDIA CORP |
| OPEN TEXT CORP |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PARKER HANNIFIN CORP |
| RHEINMETALL AG |
| ROCKWELL AUTOMATION INC |
| ROLLS-ROYCE HOLDINGS PLC |
| ROPER TECHNOLOGIES INC |
| RTX CORPORATION |
| SAAB AB CLASS B |
| SAFRAN SA |
| SAGE GROUP PLC |
| SALESFORCE INC |
| SMITHS GROUP PLC |
| SNOWFLAKE INC |
| STRATEGY INC-CL A |
| SYNOPSYS INC |
| T-MOBILE US INC |
| THALES SA |
| TRANE TECHNOLOGIES PLC |
| TRANSDIGM GROUP INC |
| TRIMBLE INC |
| VERIZON COMMUNICATIONS INC |
| VERTIV HOLDINGS CO |
| VODAFONE GROUP PLC |
| VULCAN MATERIALS CO |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.