STATE OF MICHIGAN RETIREMENT SYSTEM Q2 2021 Filing

Filed July 27, 2021

Portfolio Value

$17.0B

Holdings

969

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (969 positions)

#StockSharesValue% PortfolioType
301
CTVACORTEVA INC
185,319$8.2B48.25%
302
AZOAUTOZONE INC
5,451$8.1B47.75%
303
WMBWILLIAMS COS INC
305,351$8.1B47.59%
304
FASTFASTENAL CO
155,772$8.1B47.55%
305
KRKROGER CO
210,957$8.1B47.44%
306
0VVBVIACOMCBS INC
178,787$8.1B47.44%
307
PATHUIPATH INC
118,956$8.1B47.44%
308
MTDMETTLER TOLEDO INTERNATIONAL
5,825$8.1B47.37%
309
A4SAMERIPRISE FINL INC
32,349$8.1B47.26%
310
VLOVALERO ENERGY CORP
102,759$8.0B47.10%
311
LENLENNAR CORP
80,312$8.0B46.84%
312
LUVSOUTHWEST AIRLS CO
148,707$7.9B46.35%
313
BBYBEST BUY INC
67,985$7.8B45.89%
314
AMEAMETEK INC
58,063$7.8B45.50%
315
NUENUCOR CORP
80,552$7.7B45.36%
316
KHCKRAFT HEINZ CO
187,519$7.6B44.89%
317
AKXANSYS INC
21,954$7.6B44.72%
318
AVBAVALONBAY CMNTYS INC
36,450$7.6B44.65%
319
PEGPUBLIC SVC ENTERPRISE GRP IN
126,957$7.6B44.52%
320
EWTISHARES INC
118,008$7.5B44.30%
321
WTWWILLIS TOWERS WATSON PLC LTD
32,411$7.5B43.76%
322
CPRTCOPART INC
55,993$7.4B43.33%
323
MXIMMAXIM INTEGRATED PRODS INC
69,558$7.3B43.02%
324
EFXEQUIFAX INC
30,581$7.3B42.99%
325
AJGGALLAGHER ARTHUR J CO
51,554$7.2B42.39%
326
STTSTATE STR CORP
87,467$7.2B42.25%
327
ZBRAZEBRA TECHNOLOGIES CORPORATI
13,470$7.1B41.87%
328
VRSKVERISK ANALYTICS INC
40,728$7.1B41.77%
329
LYBLYONDELLBASELL INDUSTRIES N
69,070$7.1B41.71%
330
TWSTTWIST BIOSCIENCE CORP
53,172$7.1B41.59%
331
WECWEC ENERGY GROUP INC
79,310$7.1B41.41%
332
AWCAMERICAN WTR WKS CO INC NEW
45,632$7.0B41.28%
333
FITBFIFTH THIRD BANCORP
183,276$7.0B41.13%
334
DALDELTA AIR LINES INC DEL
160,830$7.0B40.84%
335
HSYHERSHEY CO
39,805$6.9B40.70%
336
ESEVERSOURCE ENERGY
86,393$6.9B40.69%
337
ICLRICON PLC
33,470$6.9B40.62%
338
EQREQUITY RESIDENTIAL
89,719$6.9B40.55%
339
WSTWEST PHARMACEUTICAL SVSC INC
19,160$6.9B40.39%
340
WYWEYERHAEUSER CO MTN BE
195,369$6.7B39.48%
341
BALLBALL CORP
82,481$6.7B39.23%
342
VFCV F CORP
80,857$6.6B38.94%
343
OXYOCCIDENTAL PETE CORP
211,162$6.6B38.76%
344
SYFSYNCHRONY FINANCIAL
136,014$6.6B38.74%
345
ETSYETSY INC
32,000$6.6B38.67%
346
GNRCGENERAC HLDGS INC
15,800$6.6B38.50%
347
OREALTY INCOME CORP
97,343$6.5B38.14%
348
ODFLOLD DOMINION FREIGHT LINE IN
25,548$6.5B38.06%
349
KSUEURKANSAS CITY SOUTHERN
22,860$6.5B38.03%
350
IPINTERNATIONAL PAPER CO
103,369$6.3B37.21%
351
DTEDTE ENERGY CO
48,723$6.3B37.07%
352
URIUNITED RENTALS INC
19,762$6.3B37.01%
353
AREALEXANDRIA REAL ESTATE EQ IN
34,435$6.3B36.78%
354
ENPHENPHASE ENERGY INC
34,100$6.3B36.76%
355
OKEONEOK INC NEW
112,009$6.2B36.58%
356
WDCWESTERN DIGITAL CORP
87,193$6.2B36.43%
357
EDCONSOLIDATED EDISON INC
86,155$6.2B36.27%
358
CDWCDW CORP
35,225$6.2B36.11%
359
DELLDELL TECHNOLOGIES INC
61,685$6.1B36.09%
360
TSNTYSON FOODS INC
83,082$6.1B35.97%
361
NTRSNORTHERN TR CORP
52,343$6.1B35.53%
362
GRMNGARMIN LTD
41,787$6.0B35.48%
363
HESHESS CORP
68,967$6.0B35.35%
364
QRVOQORVO INC
30,663$6.0B35.22%
365
CLXCLOROX CO DEL
33,303$6.0B35.17%
366
TSCOTRACTOR SUPPLY CO
32,089$6.0B35.04%
367
LDILOANDEPOT INC
464,010$6.0B35.00%
368
FTVFORTIVE CORP
85,063$5.9B34.82%
369
CERNCHFCERNER CORP
75,703$5.9B34.73%
370
PPLPPL CORP
209,364$5.9B34.38%
371
RSGREPUBLIC SVCS INC
52,887$5.8B34.15%
372
EXPEEXPEDIA GROUP INC
35,509$5.8B34.12%
373
VMCVULCAN MATLS CO
33,339$5.8B34.06%
374
DLTRDOLLAR TREE INC
58,285$5.8B34.04%
375
MLMMARTIN MARIETTA MATLS INC
16,478$5.8B34.03%
376
TERTERADYNE INC
43,100$5.8B33.89%
377
EXPDEXPEDITORS INTL WASH INC
45,511$5.8B33.82%
378
HIGHARTFORD FINL SVCS GROUP INC
92,587$5.7B33.68%
379
EIXEDISON INTL
98,896$5.7B33.57%
380
VRSNVERISIGN INC
24,902$5.7B33.28%
381
HPEHEWLETT PACKARD ENTERPRISE C
382,121$5.6B32.70%
382
MCXMCCORMICK CO INC
62,602$5.5B32.46%
383
BKRBAKER HUGHES COMPANY
241,361$5.5B32.40%
384
EXREXTRA SPACE STORAGE INC
33,581$5.5B32.29%
385
CHDCHURCH DWIGHT INC
64,495$5.5B32.26%
386
DOVDOVER CORP
36,187$5.5B31.99%
387
CZRCAESARS ENTERTAINMENT INC NE
52,500$5.4B31.97%
388
XYLXYLEM INC
45,278$5.4B31.89%
389
VENVENTAS INC
94,314$5.4B31.61%
390
TTWOTAKE TWO INTERACTIVE SOFTWAR
30,341$5.4B31.53%
391
FLT1EURFLEETCOR TECHNOLOGIES INC
20,954$5.4B31.49%
392
WATWATERS CORP
15,462$5.3B31.37%
393
KMXCARMAX INC
41,019$5.3B31.10%
394
HBANHUNTINGTON BANCSHARES INC
370,897$5.3B31.07%
395
CCLCARNIVAL CORP
200,728$5.3B31.06%
396
ITGARTNER INC
21,651$5.2B30.78%
397
CRSPCRISPR THERAPEUTICS AG
32,386$5.2B30.78%
398
POOLPOOL CORP
11,400$5.2B30.70%
399
CFGCITIZENS FINL GROUP INC
113,471$5.2B30.55%
400
GWWGRAINGER W W INC
11,884$5.2B30.55%
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