Instuitional Investor - Thematics Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	581,083	$108,418,466	4.92%
2.	Servicenow Inc.	NOW	397,790	$73,215,636	3.32%
3.	Synopsys Inc	SNPS	142,535	$70,325,344	3.19%
4.	Cadence Design Systems Inc	CDNS	146,965	$51,622,926	2.34%
5.	Snowflake Inc.	SNOW	199,260	$44,943,093	2.04%