Fulcrum Asset Management LLP

CIK
1353395
City
LONDON
State / Country
X0

Top Portfolio Positions

214 positions · $636,811,169 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
297,019 $51,800,113 8.13%
MSFT
Microsoft Corp
Technology
70,272 $26,012,586 4.08%
DAR
Darling Ingredients Inc.
Consumer Defensive
365,718 $22,619,658 3.55%
AVGO
Broadcom Inc.
Technology
71,950 $22,269,244 3.50%
AMZN
Amazon Com Inc
Consumer Cyclical
106,427 $22,165,551 3.48%
HAL
Halliburton Co
Energy
511,950 $19,960,930 3.13%
SLB
Slb Limited/Nv
Energy
337,698 $17,354,300 2.73%
WM
Waste Management Inc
Industrials
71,009 $16,317,158 2.56%
GOOGL
Alphabet Inc.
Communication Services
50,344 $14,476,920 2.27%
NEE
Nextera Energy Inc
Utilities
145,168 $13,483,203 2.12%

Portfolio Trend

16 quarters · across all stocks

Holdings in GPRE

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Report Date Value (USD) Shares
2026-03-31 $8,961,236 544,756