Edgestream Partners, L.P. Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$1.8T

Holdings

369

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (369 positions)

#StockSharesValue% PortfolioType
101
BIDUNBAIDU INC
29,967$6.5B0.36%
102
AIZASSURANT INC
45,954$6.5B0.36%
103
NEENEXTERA ENERGY INC
85,820$6.5B0.36%
104
TPDTEMPUR SEALY INTL INC
177,324$6.5B0.36%
105
MFS1EURWELBILT INC
393,112$6.4B0.36%
106
PBRPETROLEO BRASILEIRO SA PETRO
745,521$6.3B0.35%
107
MDTMEDTRONIC PLC
53,309$6.3B0.35%
108
DDDUPONT DE NEMOURS INC
80,319$6.2B0.35%
109
COSTCOSTCO WHSL CORP NEW
17,393$6.1B0.34%
110
FOSLFOSSIL GROUP INC
490,886$6.1B0.34%
111
LOWLOWES COS INC
31,930$6.1B0.34%
112
EFXEQUIFAX INC
33,251$6.0B0.34%
113
ORCLORACLE CORP
85,353$6.0B0.33%
114
MTCHMATCH GROUP INC NEW
43,534$6.0B0.33%
115
SCHWSCHWAB CHARLES CORP
91,697$6.0B0.33%
116
JNJJOHNSON & JOHNSON
36,002$5.9B0.33%
117
DHRDANAHER CORPORATION
25,897$5.8B0.33%
118
VMCVULCAN MATLS CO
34,360$5.8B0.32%
119
IBNICICI BANK LIMITED
360,027$5.8B0.32%
120
LVSLAS VEGAS SANDS CORP
94,661$5.8B0.32%
121
EWAISHARES INC
230,131$5.7B0.32%
122
AMTAMERICAN TOWER CORP NEW
23,832$5.7B0.32%
123
MLB1MERCADOLIBRE INC
3,822$5.6B0.31%
124
HPEHEWLETT PACKARD ENTERPRISE C
352,822$5.6B0.31%
125
RIGTRANSOCEAN LTD
1,556,677$5.5B0.31%
126
AMEAMETEK INC
43,068$5.5B0.31%
127
ODFLOLD DOMINION FREIGHT LINE IN
22,768$5.5B0.31%
128
CP.TOCANADIAN PAC RY LTD
14,392$5.5B0.30%
129
CLVTRIP COM GROUP LTD
137,299$5.4B0.30%
130
RGLDROYAL GOLD INC
50,200$5.4B0.30%
131
AEMAGNICO EAGLE MINES LTD
92,561$5.4B0.30%
132
BALLBALL CORP
63,122$5.3B0.30%
133
ATDALLEGHENY TECHNOLOGIES INC
253,695$5.3B0.30%
134
FEFIRSTENERGY CORP
153,689$5.3B0.30%
135
CMECME GROUP INC
25,960$5.3B0.30%
136
CNRCANADIAN NATL RY CO
45,185$5.2B0.29%
137
ABTABBOTT LABS
43,446$5.2B0.29%
138
HIGHARTFORD FINL SVCS GROUP INC
77,785$5.2B0.29%
139
T7DTRANSDIGM GROUP INC
8,661$5.1B0.28%
140
UALUNITED AIRLS HLDGS INC
87,838$5.1B0.28%
141
NTESNETEASE INC
48,713$5.0B0.28%
142
RMERESMED INC
25,906$5.0B0.28%
143
ADSKAUTODESK INC
17,926$5.0B0.28%
144
SUSUNCOR ENERGY INC NEW
236,687$4.9B0.28%
145
TEXTEREX CORP NEW
104,377$4.8B0.27%
146
WSTWEST PHARMACEUTICAL SVSC INC
16,893$4.8B0.27%
147
MAMASTERCARD INCORPORATED
13,245$4.7B0.26%
148
CRCCANADIAN NAT RES LTD
149,990$4.6B0.26%
149
BUWABIO RAD LABS INC
8,025$4.6B0.26%
150
ALBALBEMARLE CORP
31,313$4.6B0.26%
151
CREE INC
42,265$4.6B0.26%
152
HASHASBRO INC
47,008$4.5B0.25%
153
MOSMOSAIC CO NEW
142,000$4.5B0.25%
154
APAAPA CORPORATION
249,308$4.5B0.25%
155
ELLAUDER ESTEE COS INC
15,273$4.4B0.25%
156
MLMMARTIN MARIETTA MATLS INC
13,142$4.4B0.25%
157
DWDMORGAN STANLEY
56,762$4.4B0.25%
158
MTBM & T BK CORP
29,061$4.4B0.25%
159
ECLECOLAB INC
20,549$4.4B0.25%
160
ROPROPER TECHNOLOGIES INC
10,695$4.3B0.24%
161
MHKMOHAWK INDS INC
22,356$4.3B0.24%
162
USX1UNITED STATES STL CORP NEW
164,106$4.3B0.24%
163
PIIPOLARIS INC
32,018$4.3B0.24%
164
DLTRDOLLAR TREE INC
36,519$4.2B0.23%
165
EXASEXACT SCIENCES CORP
31,692$4.2B0.23%
166
DFSEURDISCOVER FINL SVCS
43,840$4.2B0.23%
167
IMGIAMGOLD CORP
1,370,721$4.1B0.23%
168
XELXCEL ENERGY INC
60,983$4.1B0.23%
169
DXCDXC TECHNOLOGY CO
129,642$4.1B0.23%
170
TJXTJX COS INC NEW
61,108$4.0B0.23%
171
QVCAUSDQURATE RETAIL INC
337,682$4.0B0.22%
172
FDSFACTSET RESH SYS INC
12,812$4.0B0.22%
173
OIIOCEANEERING INTL INC
342,527$3.9B0.22%
174
IFFINTERNATIONAL FLAVORS&FRAGRA
27,636$3.9B0.22%
175
SUISUN CMNTYS INC
25,415$3.8B0.21%
176
EPCEDGEWELL PERS CARE CO
96,022$3.8B0.21%
177
SPYSPDR S&P 500 ETF TR
9,503$3.8B0.21%
178
LUMNLUMEN TECHNOLOGIES INC
279,592$3.7B0.21%
179
JBHTHUNT J B TRANS SVCS INC
22,116$3.7B0.21%
180
AWCAMERICAN WTR WKS CO INC NEW
24,571$3.7B0.21%
181
HLFHERBALIFE NUTRITION LTD
82,350$3.7B0.20%
182
GSGOLDMAN SACHS GROUP INC
11,022$3.6B0.20%
183
LUVSOUTHWEST AIRLS CO
59,002$3.6B0.20%
184
BBDBANCO BRADESCO S A
758,918$3.6B0.20%
185
AIGAMERICAN INTL GROUP INC
75,991$3.5B0.20%
186
TRVTRAVELERS COMPANIES INC
23,288$3.5B0.20%
187
BAMBROOKFIELD ASSET MGMT INC
78,640$3.5B0.20%
188
REEVEREST RE GROUP LTD
14,060$3.5B0.19%
189
SIVBEURSVB FINANCIAL GROUP
6,992$3.5B0.19%
190
COPCONOCOPHILLIPS
64,957$3.4B0.19%
191
BWABORGWARNER INC
74,126$3.4B0.19%
192
RCLROYAL CARIBBEAN GROUP
39,847$3.4B0.19%
193
GTGOODYEAR TIRE & RUBR CO
193,573$3.4B0.19%
194
FTNTFORTINET INC
18,438$3.4B0.19%
195
KOCOCA COLA CO
64,208$3.4B0.19%
196
IWMISHARES TR
15,024$3.3B0.19%
197
EAELECTRONIC ARTS INC
24,238$3.3B0.18%
198
MACMACERICH CO
276,676$3.2B0.18%
199
DC4DEXCOM INC
8,836$3.2B0.18%
200
TFXTELEFLEX INCORPORATED
7,613$3.2B0.18%
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