LBP AM SA Q1 2024 Filing

Filed May 16, 2024

Portfolio Value

$2.5B

Holdings

315

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (315 positions)

#StockSharesValue% PortfolioType
101
DECKDECKERS OUTDOOR CORP
6,746$6.3T253001.28%
102
WDAYWORKDAY INC
22,921$6.3T249095.06%
103
PTCPTC INC
32,896$6.2T247647.39%
104
LYBLYONDELLBASELL INDUSTRIES N
60,604$6.2T246978.28%
105
SPGSIMON PPTY GROUP INC NEW
38,794$6.1T241890.00%
106
EQIXEQUINIX INC
7,046$5.8T231705.86%
107
HBANHUNTINGTON BANCSHARES INC
414,980$5.8T230657.80%
108
PNCPNC FINL SVCS GROUP INC
35,753$5.8T230208.12%
109
FFORD MTR CO DEL
422,040$5.6T223315.28%
110
PG4PRINCIPAL FINANCIAL GROUP IN
62,767$5.4T215853.59%
111
NINISOURCE INC
195,843$5.4T215837.53%
112
PLDPROLOGIS INC.
41,575$5.4T215713.18%
113
RSGREPUBLIC SVCS INC
27,923$5.3T212991.13%
114
BWABORGWARNER INC
152,893$5.3T211633.40%
115
KELKELLANOVA
92,445$5.3T211022.62%
116
MDLZMONDELEZ INTL INC
75,632$5.3T210945.56%
117
IBNICICI BANK LIMITED
194,335$5.1T204496.63%
118
BKNGBOOKING HOLDINGS INC
1,384$5.0T200057.93%
119
XELXCEL ENERGY INC
89,661$4.8T192021.05%
120
IRINGERSOLL RAND INC
50,724$4.8T191900.12%
121
FSLRFIRST SOLAR INC
27,998$4.7T188306.88%
122
FITBFIFTH THIRD BANCORP
125,991$4.7T186795.30%
123
HIGHARTFORD FINL SVCS GROUP INC
42,146$4.3T173049.80%
124
BRBROADRIDGE FINL SOLUTIONS IN
20,226$4.1T165094.99%
125
RLRALPH LAUREN CORP
21,577$4.1T161421.34%
126
HDBHDFC BANK LTD
71,689$4.0T159872.79%
127
CLXCLOROX CO DEL
25,705$3.9T156815.14%
128
INFYINFOSYS LTD
219,302$3.9T156671.38%
129
DYHTARGET CORP
21,895$3.9T154596.60%
130
MTDMETTLER TOLEDO INTERNATIONAL
2,779$3.7T147410.36%
131
VRTVERTIV HOLDINGS CO
45,293$3.7T147387.41%
132
RFREGIONS FINANCIAL CORP NEW
173,152$3.6T145157.68%
133
WMSADVANCED DRAIN SYS INC DEL
20,899$3.6T143425.48%
134
CMECME GROUP INC
16,261$3.5T139488.34%
135
QRVOQORVO INC
30,417$3.5T139167.72%
136
STXSEAGATE TECHNOLOGY HLDNGS PL
36,843$3.4T136596.04%
137
MPCMARATHON PETE CORP
17,002$3.4T136502.89%
138
MLB1MERCADOLIBRE INC
2,227$3.4T134161.31%
139
DELLDELL TECHNOLOGIES INC
29,066$3.3T132152.60%
140
TTTRANE TECHNOLOGIES PLC
11,017$3.3T131777.34%
141
STLDSTEEL DYNAMICS INC
21,966$3.3T129734.01%
142
CMCSACOMCAST CORP NEW
73,917$3.2T127673.34%
143
DISDISNEY WALT CO
25,256$3.1T123131.96%
144
GDDYGODADDY INC
25,455$3.0T120369.75%
145
EMBJEMBRAER S.A.
112,500$3.0T119413.52%
146
BMYBRISTOL-MYERS SQUIBB CO
53,506$2.9T115613.57%
147
RRXREGAL REXNORD CORPORATION
16,057$2.9T115224.53%
148
DHRDANAHER CORPORATION
11,477$2.9T114195.35%
149
WFCWELLS FARGO CO NEW
48,634$2.8T112314.34%
150
GISGENERAL MLS INC
40,122$2.8T111856.48%
151
HALHALLIBURTON CO
70,600$2.8T110888.90%
152
ZWSZURN ELKAY WATER SOLNS CORP
80,169$2.7T106912.60%
153
LIILENNOX INTL INC
5,458$2.7T106290.87%
154
MDTMEDTRONIC PLC
30,434$2.7T105680.09%
155
AALAMERICAN AIRLS GROUP INC
164,900$2.5T100854.62%
156
A4SAMERIPRISE FINL INC
5,623$2.5T98230.19%
157
CAHCARDINAL HEALTH INC
21,042$2.4T93817.51%
158
ESTCELASTIC N V
23,115$2.3T92321.28%
159
EWEDWARDS LIFESCIENCES CORP
24,173$2.3T92039.34%
160
NTAPNETAPP INC
21,190$2.2T88626.35%
161
ONON SEMICONDUCTOR CORP
29,990$2.2T87887.28%
162
CDNSCADENCE DESIGN SYSTEM INC
7,053$2.2T87476.60%
163
KRKROGER CO
38,213$2.2T86984.56%
164
CHRWC H ROBINSON WORLDWIDE INC
28,540$2.2T86583.21%
165
ECLECOLAB INC
9,161$2.1T84281.76%
166
BDXBECTON DICKINSON & CO
8,544$2.1T84239.45%
167
CPBCAMPBELL SOUP CO
47,527$2.1T84174.18%
168
ELVELEVANCE HEALTH INC
4,038$2.1T83428.69%
169
PCARPACCAR INC
16,791$2.1T82885.70%
170
GMGENERAL MTRS CO
45,726$2.1T82624.20%
171
PNRPENTAIR PLC
24,039$2.1T81836.00%
172
CITCINTAS CORP
2,933$2.0T80288.72%
173
GSGOLDMAN SACHS GROUP INC
4,673$2.0T77770.80%
174
PINSPINTEREST INC
56,288$2.0T77756.45%
175
KMBKIMBERLY-CLARK CORP
14,573$1.9T75107.32%
176
ADSKAUTODESK INC
7,230$1.9T75020.42%
177
HASIHANNON ARMSTRONG SUST INFR C
65,910$1.9T74582.41%
178
LRCXEURLAM RESEARCH CORP
1,918$1.9T74248.79%
179
SHWSHERWIN WILLIAMS CO
5,314$1.8T73541.20%
180
MCOMOODYS CORP
4,654$1.8T72881.77%
181
INTUINTUIT
2,732$1.8T70755.60%
182
IPGINTERPUBLIC GROUP COS INC
54,398$1.8T70724.00%
183
METMETLIFE INC
23,946$1.8T70709.30%
184
MUMICRON TECHNOLOGY INC
14,970$1.8T70317.83%
185
IFFINTERNATIONAL FLAVORS&FRAGRA
19,744$1.7T67647.22%
186
HUBBHUBBELL INC
4,026$1.7T66579.55%
187
PANWPALO ALTO NETWORKS INC
5,823$1.7T65922.04%
188
ESEVERSOURCE ENERGY
26,497$1.6T63102.54%
189
FICOFAIR ISAAC CORP
1,264$1.6T62934.43%
190
FISFIDELITY NATL INFORMATION SV
21,065$1.6T62260.86%
191
SYKSTRYKER CORPORATION
4,267$1.5T60843.56%
192
AG8AGILENT TECHNOLOGIES INC
10,375$1.5T60151.66%
193
CSXCSX CORP
40,563$1.5T59912.76%
194
NKENIKE INC
15,604$1.5T58430.31%
195
WSTWEST PHARMACEUTICAL SVSC INC
3,662$1.4T57738.05%
196
PHPARKER-HANNIFIN CORP
2,598$1.4T57532.93%
197
MCKMCKESSON CORP
2,658$1.4T56855.78%
198
ITWILLINOIS TOOL WKS INC
5,254$1.4T56172.81%
199
DKSDICKS SPORTING GOODS INC
6,247$1.4T55969.36%
200
GWWGRAINGER W W INC
1,366$1.4T55368.99%
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