Instuitional Investor - Thematics Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	943,515	$126,704,629	5.52%
2.	Servicenow Inc.	NOW	68,191	$72,290,643	3.15%
3.	Synopsys Inc	SNPS	140,964	$68,418,287	2.98%
4.	Cadence Design Systems Inc	CDNS	170,653	$51,274,400	2.23%
5.	Nvent Electric Plc	NVT	708,674	$48,303,220	2.1%