NORDEA INVESTMENT MANAGEMENT AB Q3 2017 Filing

Filed November 9, 2017

Portfolio Value

$41.6M

Holdings

1,021

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (1,021 positions)

#	Stock	Shares	Value	% Portfolio
101	KSUEURKansas City Southern	4,363	$474K	1.14%
102	CDWCDW Corp/DE	7,184	$474K	1.14%
103	RMEResMed	6,125	$471K	1.13%
104	LNGCheniere Energy	10,467	$471K	1.13%
105	SMPStandard Motor Products	9,600	$463K	1.11%
106	—Express Scripts Holding	7,304,973	$463K	1.11%
107	CLSCA	13,822	$461K	1.11%
108	CTLEURCenturyLink	24,299	$459K	1.10%
109	RJFRaymond James Financial	5,409	$456K	1.10%
110	G4RABanco de Chile ADR	4,988	$455K	1.09%
111	BABAAlibaba Group Holding ADR	2,621,246	$453K	1.09%
112	SIRIEURSirius XM Holdings	81,842	$452K	1.09%
113	UALUnited Continental Holdings	7,349	$447K	1.07%
114	ITGartner	3,579	$445K	1.07%
115	FLT1EURFleetCor Technologies	2,859	$442K	1.06%
116	—Core Laboratories	4,322	$427K	1.03%
117	ZIONZions Bancorporation	8,988	$424K	1.02%
118	MKLMarkel	397	$424K	1.02%
119	METAFacebook	2,454,106	$419K	1.01%
120	FSSFederal Signal	19,700	$419K	1.01%
121	CMCOColumbus McKinnon Corp/NY	11,000	$417K	1.00%
122	AMDAdvanced Micro Devices	32,480	$414K	0.99%
123	JOUTJohnson Outdoors	5,600	$410K	0.99%
124	CDNSCadence Design Systems	10,309	$407K	0.98%
125	HOGHarley-Davidson	8,442	$407K	0.98%
126	CMCSAComcast	10,574,968	$407K	0.98%
127	IEXIDEX	3,339	$406K	0.98%
128	TMUST-Mobile US	6,545	$404K	0.97%
129	KSSKohl's	8,846	$404K	0.97%
130	AVDAmerican Vanguard	17,600	$403K	0.97%
131	LIILennox International	2,243	$401K	0.96%
132	BVNCia de Minas Buenaventura SAA ADR	31,300	$400K	0.96%
133	—Electro Scientific Industries	28,700	$400K	0.96%
134	—SodaStream International	6,000	$399K	0.96%
135	ROLRollins	8,566	$395K	0.95%
136	PHMPulteGroup	14,356	$392K	0.94%
137	RICKRCI Hospitality Holdings	15,800	$391K	0.94%
138	GTNGray Television	24,800	$389K	0.93%
139	—Control4	12,900	$380K	0.91%
140	PNWPinnacle West Capital	4,481	$379K	0.91%
141	ATOAtmos Energy	4,511	$378K	0.91%
142	SEDGSolarEdge Technologies	13,200	$377K	0.91%
143	TRMBTrimble	9,588	$376K	0.90%
144	PANWPalo Alto Networks	2,607	$376K	0.90%
145	GAPGap	12,498	$369K	0.89%
146	XRXCHFXerox	11,082	$369K	0.89%
147	—KEMET	17,200	$363K	0.87%
148	TBHCKirkland's	31,500	$360K	0.87%
149	WDAYWorkday	3,413	$360K	0.87%
150	KEKimball Electronics	16,600	$359K	0.86%
151	HRLHormel Foods	11,144	$358K	0.86%
152	TRVCCitigroup	4,890,663	$356K	0.85%
153	UGIUGI	7,567	$355K	0.85%
154	AMTTD Ameritrade Holding	7,279	$355K	0.85%
155	—Meridian Bancorp	19,000	$354K	0.85%
156	—Laboratory Corp of America	2,342,107	$354K	0.85%
157	CCSCentury Communities	14,300	$353K	0.85%
158	LBRDKLiberty Broadband	3,706	$353K	0.85%
159	—Leucadia National	13,787	$348K	0.84%
160	—Liberty Interactive Corp QVC	14,614	$344K	0.83%
161	—Fibria Celulose ADR	25,300	$343K	0.82%
162	BZHBeazer Homes USA	17,986	$337K	0.81%
163	WRUSDWestar Energy	6,804	$337K	0.81%
164	FDO.FMacy's	15,132	$330K	0.79%
165	VVXVectrus	10,700	$330K	0.79%
166	HFCUSDHollyFrontier	9,148	$329K	0.79%
167	WFCWells Fargo	5,932,761	$327K	0.79%
168	MATMattel	21,148	$327K	0.79%
169	NINiSource	12,795	$327K	0.79%
170	—JA Solar Holdings ADR	42,600	$325K	0.78%
171	TFXTeleflex	1,330	$322K	0.77%
172	TWTRUSDTwitter	19,027	$321K	0.77%
173	NVRNVR	112	$320K	0.77%
174	SNIScripps Networks Interactive	3,718	$319K	0.77%
175	HDHome Depot	1,940,634	$317K	0.76%
176	QRVOQorvo	4,401	$311K	0.75%
177	HN9Hanesbrands	12,607	$311K	0.75%
178	SIVBEURSVB Financial	1,664	$311K	0.75%
179	PPGPPG Industries	2,844,229	$309K	0.74%
180	QUOTUSDQuotient Technology	19,500	$305K	0.73%
181	AFLAflac	3,730,556	$304K	0.73%
182	QCOMQUALCOMM	5,838,353	$303K	0.73%
183	COTYCoty	18,177	$300K	0.72%
184	GOOGAlphabet	310,308	$298K	0.72%
185	TMHCTaylor Morrison Home	13,300	$293K	0.70%
186	LRCXEURLam Research	1,575,269	$291K	0.70%
187	MTNVail Resorts	1,271	$290K	0.70%
188	MURMurphy Oil	10,914	$290K	0.70%
189	UNHUnitedHealth Group	1,479,271	$290K	0.70%
190	—Nutrisystem	5,137	$287K	0.69%
191	XOMExxon Mobil	3,478,216	$285K	0.69%
192	GRMNGarmin	5,200	$281K	0.68%
193	—Weatherford International	61,232	$280K	0.67%
194	ANETEURArista Networks	1,465	$278K	0.67%
195	INTCIntel	7,275,039	$277K	0.67%
196	SEESealed Air	6,475	$277K	0.67%
197	EWBCEast West Bancorp	4,580	$274K	0.66%
198	—GTT Communications	8,600	$272K	0.65%
199	—MINDBODY	10,400	$269K	0.65%
200	EXTRExtreme Networks	21,988	$261K	0.63%

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