OSTRUM ASSET MANAGEMENT Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$1.1T

Holdings

671

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (671 positions)

StockValue
MCHPMICROCHIP TECHNOLOGY INC.
$270.5M
RJFRAYMOND JAMES FINL INC
$270.3M
GEHCGE HEALTHCARE TECHNOLOGIES I
$270.0M
EQHEQUITABLE HLDGS INC
$264.8M
A4SAMERIPRISE FINL INC
$264.5M
HUBSHUBSPOT INC
$264.1M
ALBALBEMARLE CORP
$261.7M
FCXFREEPORT-MCMORAN INC
$259.9M
IQVIQVIA HLDGS INC
$250.6M
LUVSOUTHWEST AIRLS CO
$250.0M
KEYKEYCORP
$245.7M
BENFRANKLIN RESOURCES INC
$243.9M
BXBLACKSTONE INC
$242.7M
MLB1MERCADOLIBRE INC
$242.5M
ENQENTEGRIS INC
$230.0M
LNTALLIANT ENERGY CORP
$229.9M
CLHCLEAN HARBORS INC
$228.4M
CLFCLEVELAND-CLIFFS INC NEW
$226.4M
MOSMOSAIC CO NEW
$220.8M
CRWDCROWDSTRIKE HLDGS INC
$217.8M
PLTRPALANTIR TECHNOLOGIES INC
$216.3M
PCTYPAYLOCITY HLDG CORP
$213.9M
RGENREPLIGEN CORP
$211.8M
IRINGERSOLL RAND INC
$208.9M
PAYCPAYCOM SOFTWARE INC
$205.2M
DUKDUKE ENERGY CORP NEW
$204.0M
MLMMARTIN MARIETTA MATLS INC
$203.8M
APHAMPHENOL CORP NEW
$197.5M
PLNTPLANET FITNESS INC
$195.2M
DOVDOVER CORP
$194.6M
AOSSMITH A O CORP
$194.2M
SNOWSNOWFLAKE INC
$192.1M
GNRCGENERAC HLDGS INC
$191.2M
TELTE CONNECTIVITY LTD
$190.0M
PAYXPAYCHEX INC
$188.6M
WYWEYERHAEUSER CO MTN BE
$185.7M
MARMARRIOTT INTL INC NEW
$181.6M
MDBMONGODB INC
$180.9M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$180.6M
ETSYETSY INC
$177.0M
DINOHF SINCLAIR CORP
$176.1M
EMNEASTMAN CHEM CO
$176.0M
EXPEEXPEDIA GROUP INC
$175.8M
KKRKKR & CO INC
$170.8M
TTDTHE TRADE DESK INC
$169.0M
XELXCEL ENERGY INC
$166.9M
ZMZOOM VIDEO COMMUNICATIONS IN
$165.3M
AMEAMETEK INC
$163.5M
SSNCSS&C TECHNOLOGIES HLDGS INC
$161.5M
ROKUROKU INC
$159.9M
EQTEQT CORP
$153.1M
MTCHMATCH GROUP INC NEW
$151.8M
DFSEURDISCOVER FINL SVCS
$149.2M
ROLROLLINS INC
$145.8M
ZSZSCALER INC
$143.8M
EPAMEPAM SYS INC
$138.1M
KMXCARMAX INC
$134.0M
PHPARKER-HANNIFIN CORP
$133.1M
NVCRNOVOCURE LTD
$131.6M
BBWIBATH & BODY WORKS INC
$130.7M
CZRCAESARS ENTERTAINMENT INC NE
$130.1M
RCLROYAL CARIBBEAN GROUP
$128.1M
VSTVISTRA CORP
$126.1M
TEAMATLASSIAN CORPORATION
$125.5M
TRMBTRIMBLE INC
$124.6M
DOCUDOCUSIGN INC
$123.6M
UHSUNIVERSAL HLTH SVCS INC
$122.4M
AAALCOA CORP
$120.5M
PINSPINTEREST INC
$120.2M
DASHDOORDASH INC
$118.6M
CTLTEURCATALENT INC
$118.3M
DDOGDATADOG INC
$116.3M
PGRPROGRESSIVE CORP
$115.7M
TWLOTWILIO INC
$113.9M
ARESARES MANAGEMENT CORPORATION
$113.8M
AZPN1USDASPEN TECHNOLOGY INC
$112.8M
BF/BBROWN FORMAN CORP
$112.5M
3M4MASIMO CORP
$111.1M
DAYCERIDIAN HCM HLDG INC
$110.7M
DTEDTE ENERGY CO
$110.3M
HEIHEICO CORP NEW
$109.7M
OKTAOKTA INC
$109.4M
EVRGEVERGY INC
$109.4M
OXYOCCIDENTAL PETE CORP
$109.4M
RBLXROBLOX CORP
$108.9M
FWONALIBERTY MEDIA CORP DEL
$107.4M
LBRDKLIBERTY BROADBAND CORP
$107.3M
WBDWARNER BROS DISCOVERY INC
$107.2M
VTRSVIATRIS INC
$107.2M
AITAPPLIED INDL TECHNOLOGIES IN
$107.0M
APOAPOLLO GLOBAL MGMT INC
$106.1M
PPLPPL CORP
$105.8M
NYTNEW YORK TIMES CO
$104.9M
STNSTANTEC INC
$103.9M
MSAMSA SAFETY INC
$103.6M
LYVLIVE NATION ENTERTAINMENT IN
$103.5M
SEDGSOLAREDGE TECHNOLOGIES INC
$99.4M
NVTNVENT ELECTRIC PLC
$99.3M
HRHEALTHCARE RLTY TR
$98.0M
GLGLOBE LIFE INC
$96.5M
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