FORSTA AP-FONDEN Q4 2017 Filing

Filed February 8, 2018

Portfolio Value

$2.7T

Holdings

316

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (316 positions)

#	Stock	Shares	Value	% Portfolio
1	GOOGAlphabet Inc	81,202	$85.0B	3.10%
2	AMTAmerican Tower Corp	389,400	$55.6B	2.02%
3	JPMJPMorgan Chase & Co	504,438	$53.9B	1.97%
4	AMZNAmazon.com Inc	45,463	$53.2B	1.94%
5	BACVerizon Communications Inc	982,919	$52.0B	1.90%
6	CMECME Group Inc	352,993	$51.6B	1.88%
7	TRVCCitigroup Inc	655,744	$48.8B	1.78%
8	INTCIntel Corp	1,054,846	$48.7B	1.77%
9	CSCOCisco Systems Inc	1,237,985	$47.4B	1.73%
10	UTXZUnited Technologies Corp	349,679	$44.6B	1.63%
11	8CWCrown Castle International Cor	401,304	$44.5B	1.62%
12	ENBEnbridge Inc	1,115,500	$43.8B	1.59%
13	—DowDuPont Inc	613,252	$43.7B	1.59%
14	JNJJohnson & Johnson	309,382	$43.2B	1.58%
15	ACNAccenture PLC	278,228	$42.6B	1.55%
16	EPDEnterprise Products Partners L	1,597,300	$42.3B	1.54%
17	CTSHCognizant Technology Solutions	545,658	$38.8B	1.41%
18	DHRDanaher Corp	406,958	$37.8B	1.38%
19	TRPTransCanada Corp	773,364	$37.8B	1.38%
20	AKAMAkamai Technologies Inc	575,694	$37.4B	1.36%
21	CMCSAComcast Corp	924,328	$37.0B	1.35%
22	MAMastercard Inc	240,286	$36.4B	1.33%
23	LLYEli Lilly & Co	410,608	$34.7B	1.26%
24	AAPLApple Inc	196,387	$33.2B	1.21%
25	QCOMQUALCOMM Inc	510,145	$32.7B	1.19%
26	XOMExxon Mobil Corp	380,852	$31.9B	1.16%
27	VVisa Inc	274,241	$31.3B	1.14%
28	ROSTRoss Stores Inc	386,829	$31.0B	1.13%
29	QSRRestaurant Brands Internationa	495,516	$30.6B	1.11%
30	RGAReinsurance Group of America I	194,958	$30.4B	1.11%
31	KMIKinder Morgan Inc/DE	1,675,200	$30.3B	1.10%
32	HONHoneywell International Inc	191,799	$29.4B	1.07%
33	GEGeneral Electric Co	1,500,000	$26.2B	0.95%
34	TSMTSMC	647,908	$25.7B	0.94%
35	TMOThermo Fisher Scientific Inc	134,070	$25.5B	0.93%
36	SRESempra Energy	230,922	$24.7B	0.90%
37	APDAir Products & Chemicals Inc	149,589	$24.5B	0.89%
38	ECLEcolab Inc	167,919	$22.5B	0.82%
39	SYKStryker Corp	131,890	$20.4B	0.74%
40	MMM3M Co	86,049	$20.3B	0.74%
41	WMBWilliams Cos Inc/The	650,600	$19.8B	0.72%
42	AIZAssurant Inc	195,851	$19.8B	0.72%
43	PFEPfizer Inc	539,514	$19.5B	0.71%
44	CHKPCheck Point Software Technolog	185,712	$19.2B	0.70%
45	SBACSBA Communications Corp	111,100	$18.1B	0.66%
46	FDXFedEx Corp	72,400	$18.1B	0.66%
47	PPLPembina Pipeline Corp	467,382	$17.0B	0.62%
48	CLBCore Laboratories NV	154,777	$17.0B	0.62%
49	FTITechnipFMC PLC	538,800	$16.9B	0.61%
50	STZConstellation Brands Inc	71,700	$16.4B	0.60%
51	OKEONEOK Inc	302,600	$16.2B	0.59%
52	SLBSchlumberger Ltd	222,551	$15.0B	0.55%
53	SPGSimon Property Group Inc	85,200	$14.6B	0.53%
54	CVSCVS Health Corp	200,000	$14.5B	0.53%
55	ELEstee Lauder Cos Inc/The	112,390	$14.3B	0.52%
56	AYIAcuity Brands Inc	79,100	$13.9B	0.51%
57	WEPMagellan Midstream Partners LP	180,100	$12.8B	0.47%
58	CECelanese Corp	115,000	$12.3B	0.45%
59	—Express Scripts Holding Co	156,280	$11.7B	0.43%
60	EOGEOG Resources Inc	103,494	$11.2B	0.41%
61	AWCAmerican Water Works Co Inc	120,600	$11.0B	0.40%
62	MPLXMPLX LP	299,600	$10.6B	0.39%
63	OXYOccidental Petroleum Corp	140,800	$10.4B	0.38%
64	ATOAtmos Energy Corp	115,800	$9.9B	0.36%
65	EQIXEquinix Inc	21,100	$9.6B	0.35%
66	BCEBCE Inc	195,489	$9.4B	0.34%
67	LNGCheniere Energy Inc	173,900	$9.4B	0.34%
68	NWLNewell Brands Inc	291,011	$9.0B	0.33%
69	AVBAvalonBay Communities Inc	50,356	$9.0B	0.33%
70	KOCoca-Cola Co/The	194,341	$8.9B	0.32%
71	EQREquity Residential	138,600	$8.8B	0.32%
72	PLDPrologis Inc	136,700	$8.8B	0.32%
73	THSTreeHouse Foods Inc	174,012	$8.6B	0.31%
74	PEPPepsiCo Inc	71,628	$8.6B	0.31%
75	RYRoyal Bank of Canada	102,602	$8.4B	0.31%
76	PSAPublic Storage	40,000	$8.4B	0.30%
77	INGRIngredion Inc	57,759	$8.1B	0.29%
78	FTSFortis Inc/Canada	219,300	$8.1B	0.29%
79	TTELUS Corp	211,621	$8.0B	0.29%
80	CMCIBC	81,746	$8.0B	0.29%
81	WMWaste Management Inc	90,169	$7.8B	0.28%
82	WYWeyerhaeuser Co	220,200	$7.8B	0.28%
83	PGProcter & Gamble Co/The	83,842	$7.7B	0.28%
84	BMOBank of Montreal	92,109	$7.4B	0.27%
85	DUKDuke Energy Corp	87,882	$7.4B	0.27%
86	BNSBank of Nova Scotia/The	113,909	$7.4B	0.27%
87	LLoews Corp	146,781	$7.3B	0.27%
88	AFLAflac Inc	83,319	$7.3B	0.27%
89	TDToronto-Dominion Bank/The	122,763	$7.2B	0.26%
90	XELXcel Energy Inc	148,509	$7.1B	0.26%
91	CMSCMS Energy Corp	149,816	$7.1B	0.26%
92	AEPAmerican Electric Power Co Inc	96,116	$7.1B	0.26%
93	DTEDTE Energy Co	64,293	$7.0B	0.26%
94	ESEversource Energy	110,853	$7.0B	0.26%
95	NEENextEra Energy Inc	44,785	$7.0B	0.25%
96	FISFidelity National Information	73,300	$6.9B	0.25%
97	HDHome Depot Inc/The	36,339	$6.9B	0.25%
98	FISVFiserv Inc	52,516	$6.9B	0.25%
99	EDConsolidated Edison Inc	80,898	$6.9B	0.25%
100	PNWPinnacle West Capital Corp	78,852	$6.7B	0.24%

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