| ticker | conviction | EV | tier |
|---|---|---|---|
| 0002.HK CLP Holdings Limited | 2 | +2.60% | T3-PRIMARY-COMPLETE |
| 0003.HK Hong Kong and China Gas | 2 | -0.18% | T3-PRIMARY-COMPLETE |
| 000660.KS SK hynix | 2 | +6.95% | T2-PARTIAL |
| 005930.KS Samsung Electronics | 4 | +12.65% | T1-FULL |
| 0857.HK PetroChina | 2 | +7.98% | T3-PRIMARY-COMPLETE |
| 0941.HK China Mobile | 2 | +6.57% | T3-PRIMARY-COMPLETE |
| 1605.T Inpex | 3 | +6.98% | T3-PRIMARY-COMPLETE |
| 2327.TW Yageo | 2 | -2.20% | T3-DATA-ONLY |
| 2330.TW Taiwan Semiconductor… | 3 | +22.28% | T2-PARTIAL |
| 6146.T Disco | 2 | +12.90% | T2-PARTIAL |
| 8001.T ITOCHU | 2 | +4.80% | T3-DATA-ONLY |
| 8035.T Tokyo Electron | 3 | +14.40% | T2-PARTIAL |
| ABBV AbbVie | 2 | +9.60% | T3-PRIMARY-COMPLETE |
| AEP American Electric Power… | 2 | +11.00% | T3-PRIMARY-COMPLETE |
| AMAT Applied Materials | 2 | +17.20% | T3-PRIMARY-COMPLETE |
| AMD Advanced Micro Devices | 3 | +14.88% | T1-FULL |
| AMGN Amgen | 2 | +1.84% | T3-PRIMARY-COMPLETE |
| AMT American Tower | 3 | +9.40% | T3-PRIMARY-COMPLETE |
| AMZN Amazon.com | 3 | +11.40% | T1-FULL |
| ANET Arista Networks | 2 | +12.28% | T3-PRIMARY-COMPLETE |
| ARM Arm Holdings plc American… | 3 | +10.80% | T2-PARTIAL |
| ASML ASML Holding | 4 | +12.78% | T1-FULL |
| AVGO Broadcom | 3 | +13.36% | T2-PARTIAL |
| CCI Crown Castle | 2 | +7.30% | T3-PRIMARY-COMPLETE |
| CEG Constellation Energy | 3 | +12.65% | T3-PRIMARY-COMPLETE |
| CSCO Cisco Systems | 2 | +10.33% | T3-PRIMARY-COMPLETE |
| CVX Chevron | 2 | +2.96% | T2-PARTIAL |
| D Dominion Energy | 2 | +4.40% | T3-PRIMARY-COMPLETE |
| DLR Digital Realty Trust | 3 | +6.17% | T1-FULL |
| DUK Duke Energy | 3 | +7.27% | T3-PRIMARY-COMPLETE |
| ED Consolidated Edison | 2 | +2.68% | T3-PRIMARY-COMPLETE |
| EPD Enterprise Products Partners | 3 | +10.83% | T3-PRIMARY-COMPLETE |
| EQIX Equinix | 3 | +3.63% | T1-FULL |
| ETN Eaton Corporation | 3 | +14.96% | T2-PARTIAL |
| GEV GE Vernova | 2 | +8.75% | T2-PARTIAL |
| GIS General Mills | 2 | +3.00% | T3-PRIMARY-COMPLETE |
| GOOGL Alphabet | 4 | +20.73% | T1-FULL |
| IBM International Business… | 3 | +14.38% | T1-FULL |
| INTC Intel | 3 | +6.93% | T1-FULL |
| JNJ Johnson & Johnson | 2 | +5.80% | T3-PRIMARY-COMPLETE |
| KLAC KLA Corporation | 2 | +10.66% | T2-PARTIAL |
| KMB Kimberly-Clark | 2 | +3.47% | T3-PRIMARY-COMPLETE |
| KO Coca-Cola | 2 | +3.18% | T2-PARTIAL |
| LRCX Lam Research | 2 | +10.80% | T2-PARTIAL |
| META Meta Platforms | 3 | +13.78% | T1-FULL |
| MO Altria Group | 2 | +7.56% | T3-PRIMARY-COMPLETE |
| MRK Merck & Co. | 2 | +3.12% | T2-PARTIAL |
| MRVL Marvell Technology | 2 | +10.53% | T2-PARTIAL |
| MSFT Microsoft | 3 | +12.84% | T1-FULL |
| MU Micron Technology | 3 | +12.06% | T2-PARTIAL |
| NEE NextEra Energy | 3 | +8.90% | T3-PRIMARY-COMPLETE |
| NVDA NVIDIA | 4 | +14.75% | T1-FULL |
| O Realty Income | 3 | +6.40% | T3-PRIMARY-COMPLETE |
| ON ON Semiconductor | 2 | +8.59% | T2-PARTIAL |
| ORCL Oracle | 2 | +16.48% | T2-PARTIAL |
| PEP PepsiCo | 2 | +5.05% | T3-PRIMARY-COMPLETE |
| PFE Pfizer | 2 | +6.02% | T3-PRIMARY-COMPLETE |
| PG Procter & Gamble | 2 | +5.50% | T3-PRIMARY-COMPLETE |
| PM Philip Morris International | 3 | +9.31% | T3-PRIMARY-COMPLETE |
| PWR Quanta Services | 2 | +7.10% | T3-PRIMARY-COMPLETE |
| QCOM QUALCOMM | 3 | +17.80% | T1-FULL |
| SO Southern | 2 | +7.79% | T3-PRIMARY-COMPLETE |
| SPG Simon Property Group | 2 | +7.82% | T3-PRIMARY-COMPLETE |
| T AT&T | 3 | +9.65% | T1-FULL |
| TXN Texas Instruments | 2 | +3.80% | T2-PARTIAL |
| VICI VICI Properties | 3 | +11.30% | T3-PRIMARY-COMPLETE |
| VRT Vertiv Holdings Co | 3 | +8.32% | T2-PARTIAL |
| VST Vistra | 3 | +17.72% | T3-PRIMARY-COMPLETE |
| VZ Verizon Communications | 2 | +8.95% | T3-PRIMARY-COMPLETE |
| WEC WEC Energy Group | 3 | +8.55% | T3-PRIMARY-COMPLETE |
| WMB Williams Companies | 2 | +12.35% | T3-PRIMARY-COMPLETE |
| WPC W. P. Carey | 3 | +8.40% | T3-PRIMARY-COMPLETE |
| XOM Exxon Mobil | 3 | +6.82% | T2-PARTIAL |