DnB Asset Management AS Q2 2021 Filing

Filed July 6, 2021

Portfolio Value

$15.1B

Holdings

630

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (630 positions)

#StockSharesValue% PortfolioType
101
MDTMedtronic Plc
244,140$30.3M0.20%
102
VMWEURVMware Inc
185,915$29.7M0.20%
103
Cornerstone Building Brands Ord Shs
1,614,812$29.4M0.19%
104
DIODDiodes Inc
366,084$29.2M0.19%
105
CICigna Corp
122,494$29.0M0.19%
106
ORCLOracle Corp
371,940$29.0M0.19%
107
QCOMQualcomm Inc
196,735$28.1M0.19%
108
Laboratory Corp Of America Holdings
100,934$27.8M0.18%
109
WFCWells Fargo & Co
593,258$26.9M0.18%
110
GEGeneral Electric Co
1,972,243$26.5M0.18%
111
REGNRegeneron Pharmaceuticals Inc
47,291$26.4M0.17%
112
CATCaterpillar Inc
119,374$26.0M0.17%
113
CVSCvs Health Corp
310,917$25.9M0.17%
114
COSTCostco Wholesale Corp
65,364$25.9M0.17%
115
SCHWCharles Schwab Corp/The
349,397$25.4M0.17%
116
CBChubb Ltd
159,512$25.4M0.17%
117
CSIQCanadian Solar Inc
565,279$25.3M0.17%
118
AWNAdvance Auto Parts Inc
123,331$25.3M0.17%
119
AG8Agilent Technologies Inc
171,021$25.3M0.17%
120
ADSKAutodesk Inc
84,242$24.6M0.16%
121
HDBHdfc Bank Ltd ADR
332,597$24.3M0.16%
122
DYHTarget Corp
99,119$24.0M0.16%
123
XYLXylem Inc/Ny
197,197$23.7M0.16%
124
Aon PLC
97,557$23.3M0.15%
125
ICEIntercontinental Exchange Inc
195,637$23.2M0.15%
126
ELVAnthem Inc
60,614$23.1M0.15%
127
PLDPrologis Inc
188,426$22.5M0.15%
128
GILDGilead Sciences Inc
317,465$21.9M0.14%
129
ECLEcolab Inc
104,477$21.5M0.14%
130
CHTRCharter Communications Inc
29,510$21.3M0.14%
131
HXLHexcel Corp
336,879$21.0M0.14%
132
LBEURL Brands Inc
290,174$20.9M0.14%
133
AMATApplied Materials Inc
143,947$20.5M0.14%
134
AFLAflac Inc
378,260$20.3M0.13%
135
SBUXStarbucks Corp
175,465$19.6M0.13%
136
CNCCentene Corp
264,181$19.3M0.13%
137
HUMHumana Inc
43,233$19.1M0.13%
138
VRSKVerisk Analytics Inc
107,805$18.8M0.12%
139
PYPLNxp Semiconductors Nv
90,751$18.7M0.12%
140
REGIEURRenewable Energy Group Inc
295,720$18.4M0.12%
141
BXBlackstone Group Lp
189,532$18.4M0.12%
142
FDXFedex Corp
60,984$18.2M0.12%
143
ITWIllinois Tool Works Inc
81,029$18.1M0.12%
144
APDAir Products & Chemicals Inc
62,163$17.9M0.12%
145
AMDAdvanced Micro Devices inc
187,896$17.6M0.12%
146
BBDBanco Bradesco SA - ADR
3,405,956$17.5M0.12%
147
NSCNorfolk Southern Corp
64,991$17.2M0.11%
148
ISRGIntuitive Surgical Inc
18,750$17.2M0.11%
149
CSXCSX Corp
523,053$16.8M0.11%
150
WTSWatts Water
114,747$16.7M0.11%
151
AMTAmerican Tower Corp
61,654$16.7M0.11%
152
O2micro International Ltd ADR
2,300,809$16.6M0.11%
153
Horizon Pharma PLC
176,209$16.5M0.11%
154
AXPAmerican Express Co
98,595$16.3M0.11%
155
PNCPnc Financial Services Group Inc/The
83,420$15.9M0.11%
156
NOWServiceNow Inc
28,650$15.7M0.10%
157
USBUs Bancorp
275,401$15.7M0.10%
158
ETNEaton Corp PLC
105,023$15.6M0.10%
159
HOLXHologic Inc
232,269$15.5M0.10%
160
MDLZMondelez International Inc
246,956$15.4M0.10%
161
BDXBecton Dickinson And Co
63,295$15.4M0.10%
162
WMWaste Management Inc
109,716$15.4M0.10%
163
DGXQuest Diagnostics Inc
116,171$15.3M0.10%
164
WEAWestern Alliance Bancorp
163,045$15.1M0.10%
165
COFCapital One Financial Corp
97,825$15.1M0.10%
166
PLUNPlug Power Inc
435,885$14.9M0.10%
167
SHWSherwin-Williams Co/The
54,670$14.9M0.10%
168
TFCTruist Financial Corp.
260,689$14.5M0.10%
169
ADPAutomatic Data Processing Inc
72,484$14.4M0.10%
170
WBAWalgreens Boots Alliance Inc
273,046$14.4M0.10%
171
PGRProgressive Corp/The
145,718$14.3M0.09%
172
MSIMotorola Solutions Inc
65,882$14.3M0.09%
173
BIIBBiogen Inc
41,178$14.3M0.09%
174
PRUPrudential Financial Inc
136,368$14.0M0.09%
175
COPConocoPhillips
228,335$13.9M0.09%
176
NBISYandex NV
195,431$13.8M0.09%
177
LRCXEURLam Research Corp
21,041$13.7M0.09%
178
NBIXNeurocrine
138,223$13.5M0.09%
179
EWBCEast West Bancorp Inc
186,918$13.4M0.09%
180
JCIJohnson Controls International PLC
194,018$13.3M0.09%
181
TQJSignature Bank/New York Ny
53,624$13.2M0.09%
182
DDominion Energy Inc
178,068$13.1M0.09%
183
FISFidelity National Information Services Inc
92,283$13.1M0.09%
184
ILMNIllumina Inc
27,274$12.9M0.09%
185
NEMNewmont Corporation
201,423$12.8M0.08%
186
BALLBall Corp
156,740$12.7M0.08%
187
XYZSquare Inc
51,953$12.7M0.08%
188
BFHAlliance Data Systems Corp
121,562$12.7M0.08%
189
SOSouthern Co/The
208,665$12.6M0.08%
190
KRKroger Co/The
328,104$12.6M0.08%
191
J2AWilldan Group Inc
331,542$12.5M0.08%
192
MSAMSA Safety Inc
73,777$12.2M0.08%
193
CTSHCognizant Technology Solutions Corp
174,863$12.1M0.08%
194
CMICummins Inc
49,200$12.0M0.08%
195
ATVIEURActivision Blizzard Inc
125,237$12.0M0.08%
196
DOWDow Inc
188,570$11.9M0.08%
197
GISGeneral Mills Inc
195,846$11.9M0.08%
198
DELLDell Technologies Inc
119,384$11.9M0.08%
199
ROPRoper Technologies Inc
25,224$11.9M0.08%
200
CNKCinemark Holdings Inc
540,112$11.9M0.08%
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