Nomura Asset Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$158.23M26.19376,274+1.12%+$1.76M0.58
Blackstone Secured Lending Fund
BXSL
$150.11M2.54.82M-0.05%-$80,803.100.55
Pentair plc
PNR
$114.36M0.811.34M+68.78%+$46.6M0.42
Johnson Controls International plc
JCI
$127.77M0.291.96M+55.82%+$45.77M0.47
Micron Technology, Inc.
MU
$344.91M0.262.93M+25.47%+$70.01M1.26
Becton, Dickinson and Company
BDX
$127.75M0.18516,255+31.95%+$30.93M0.47
Arista Networks, Inc.
ANET
$135.11M0.15465,935+26.13%+$27.99M0.49
KLA Corporation
KLAC
$138.07M0.15197,645+59.05%+$51.26M0.5
Prologis, Inc.
PLD
$173.52M0.141.33M+3.94%+$6.58M0.63
Equinix, Inc.
EQIX
$112.15M0.14135,889+4.01%+$4.32M0.41
QUALCOMM Incorporated
QCOM
$268.69M0.141.59M+21%+$46.64M0.98
Intel Corporation
INTC
$246.08M0.135.57M+33.06%+$61.15M0.9
NextEra Energy, Inc.
NEE
$161.99M0.122.53M+14.22%+$20.17M0.59
Applied Materials, Inc.
AMAT
$207.11M0.121M+30.44%+$48.33M0.75
The Progressive Corporation
PGR
$125.63M0.1607,430+56.98%+$45.6M0.46
ServiceNow, Inc.
NOW
$158.39M0.1207,753+14.33%+$19.85M0.58
Broadcom Inc.
AVGO
$576.42M0.09434,897+20.06%+$96.3M2.1
Intuitive Surgical, Inc.
ISRG
$116.49M0.08291,894+4.54%+$5.06M0.42
PepsiCo, Inc.
PEP
$184.29M0.081.05M+1.16%+$2.12M0.67
Mastercard Incorporated
MA
$336.04M0.08697,806+2.49%+$8.16M1.22
Thermo Fisher Scientific Inc.
TMO
$164.6M0.07283,210-4.41%-$7.59M0.6
NVIDIA Corporation
NVDA
$1.52B0.071.68M+11.09%+$151.54M5.53
Cisco Systems, Inc.
CSCO
$134.54M0.072.7M-15.45%-$24.59M0.49
UnitedHealth Group Incorporated
UNH
$289.65M0.06585,499+10.38%+$27.25M1.05
Adobe Inc.
ADBE
$132.18M0.06261,958+1.92%+$2.48M0.48
Johnson & Johnson
JNJ
$218.71M0.061.38M-0.06%-$119,275.260.8
Abbott Laboratories
ABT
$110.25M0.06970,020-14.07%-$18.06M0.4
Advanced Micro Devices, Inc.
AMD
$163.61M0.06906,461+17.05%+$23.84M0.6
Salesforce, Inc.
CRM
$156.74M0.05520,416-1.53%-$2.44M0.57
AbbVie Inc.
ABBV
$174.15M0.05956,319-1.49%-$2.63M0.63
Merck & Co., Inc.
MRK
$162.83M0.051.23M+5.92%+$9.1M0.59
The Home Depot, Inc.
HD
$186.65M0.05486,584+1.28%+$2.37M0.68
Chevron Corporation
CVX
$142.94M0.05906,151+7.46%+$9.92M0.52
Microsoft Corporation
MSFT
$1.46B0.053.47M+2.94%+$41.65M5.31
Oracle Corporation
ORCL
$160.9M0.051.28M-19.92%-$40.02M0.59
The Coca-Cola Company
KO
$121.98M0.051.99M+3.85%+$4.52M0.44
The Procter & Gamble Company
PG
$159.93M0.04985,673+9.09%+$13.32M0.58
Exxon Mobil Corporation
XOM
$218.75M0.041.88M+6.05%+$12.48M0.8
Costco Wholesale Corporation
COST
$132.17M0.04180,405+4.64%+$5.86M0.48
Meta Platforms, Inc.
META
$505.63M0.041.04M+10.28%+$47.13M1.84
Eli Lilly and Company
LLY
$301.73M0.04387,849+2.02%+$5.96M1.1
JPMorgan Chase & Co.
JPM
$216.16M0.041.08M-4.96%-$11.29M0.79
Amazon.com, Inc.
AMZN
$722.02M0.044M+2.32%+$16.39M2.63
Apple Inc.
AAPL
$972.98M0.045.67M-4.52%-$46.02M3.54
Visa Inc.
V
$198.17M0.04710,074-2.92%-$5.97M0.72
Tesla, Inc.
TSLA
$169.19M0.03962,474-9.29%-$17.32M0.62
Walmart Inc.
WMT
$119.54M0.031.99M+210.52%+$81.04M0.44
Alphabet Inc.
GOOGL
$417.2M0.022.76M+0.88%+$3.64M1.52
Alphabet Inc.
GOOG
$390.46M0.022.56M-1.01%-$3.99M1.42
Marvell Technology, Inc.
MRVL
$122.46M0.011.73M+5.37%+$6.24M0.45