HoldingsChannel.com
KAMES CAPITAL plc Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VISA INC 918,176 +289,183 $158,642
     V918,176+289,183$158,642
ALPHABET INC 128,048 +14,055 $156,026
     GOOG128,048+14,055$156,026
NEXTERA ENERGY INC 612,375 -64,962 $142,660
     NEE612,375-64,962$142,660
JPMORGAN CHASE CO. 1,138,381 +339,419 $133,954
     JPM1,138,381+339,419$133,954
AMAZON.COM INC 70,217 -94 $121,836
     AMZN70,217-94$121,836
MICROSOFT CORP 768,147 +20,155 $106,782
     MSFT768,147+20,155$106,782
BURLINGTON STORES INC 520,770 -88,758 $104,024
     BURL520,770-88,758$104,024
MARKETAXESS HOLDINGS INC 280,930 -104,419 $91,968
     MKTX280,930-104,419$91,968
SERVICENOW INC 359,866 -20,776 $91,338
     NOW359,866-20,776$91,338
AMERICAN TOWER CORP 408,332 -40,972 $90,266
     AMT408,332-40,972$90,266
JOHNSON JOHNSON 695,153 -11,008 $89,952
     JNJ695,153-11,008$89,952
CME GROUP INC. 414,399 -18,779 $87,579
     CME414,399-18,779$87,579
LOCKHEED MARTIN CORP 224,247 +6,888 $87,423
     LMT224,247+6,888$87,423
SERVICEMASTER GLOBAL HOLDINGS INC 1,556,039 -160,607 $86,967
     SERV1,556,039-160,607$86,967
TETRA TECH INC 991,433 -113,307 $86,017
     TTEK991,433-113,307$86,017
BROADCOM INC 274,946 +1,183 $75,882
     AVGO274,946+1,183$75,882
PFIZER INC 2,019,412 +47,988 $72,538
     PFE2,019,412+47,988$72,538
ANSYS INC 311,712 -37,901 $69,019
     ANSS311,712-37,901$69,019
BOEING CO THE 180,656 +115,159 $68,721
     BA180,656+115,159$68,721
FIDELITY NATIONAL INFORMATION SERVICES INC 502,733 +502,733 $66,723
     FIS502,733+502,733$66,723
APPLE INC 279,158 +6,530 $62,523
     AAPL279,158+6,530$62,523
INSULET CORP 376,156 -148,946 $62,013
     PODD376,156-148,946$62,013
CHEVRON CORP 477,048 +43,304 $56,578
     CVX477,048+43,304$56,578
EOG RESOURCES INC 746,569 UNCH $55,403
     EOG746,569UNCH$55,403
XYLEM INC NY 693,148 UNCH $55,168
     XYL693,148UNCH$55,168
ILLUMINA INC 174,007 +11,241 $52,935
     ILMN174,007+11,241$52,935
FACEBOOK INC 273,523 +2,007 $48,709
     FB273,523+2,007$48,709
EPAM SYSTEMS INC 266,950 -43,896 $48,670
     EPAM266,950-43,896$48,670
AVERY DENNISON CORP 410,556 +6,175 $46,627
     AVY410,556+6,175$46,627
ALBEMARLE CORP 655,946 +112,241 $45,608
     ALB655,946+112,241$45,608
TERADYNE INC 756,515 -222,481 $43,825
     TER756,515-222,481$43,825
SOLAREDGE TECHNOLOGIES INC 512,928 +239,948 $42,942
     SEDG512,928+239,948$42,942
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 884,709 +8,418 $41,107
     TSM884,709+8,418$41,107
INTUITIVE SURGICAL INC 75,869 UNCH $40,967
     ISRG75,869UNCH$40,967
SVB FINANCIAL GROUP 194,016 -5,151 $40,534
     SIVB194,016-5,151$40,534
COLGATE PALMOLIVE CO 525,414 UNCH $38,618
     CL525,414UNCH$38,618
REPUBLIC SERVICES INC 437,256 +437,256 $37,840
     RSG437,256+437,256$37,840
TESLA INC 154,778 +14,901 $37,263
     TSLA154,778+14,901$37,263
FIRST REPUBLIC BANK CA 382,170 +8,392 $36,948
     FRC382,170+8,392$36,948
EXACT SCIENCES CORP 403,570 -86,685 $36,471
     EXAS403,570-86,685$36,471
AIR PRODUCTS CHEMICALS INC 158,726 +23,171 $35,203
     APD158,726+23,171$35,203
ALIBABA GROUP HOLDING LTD 207,400 +15,600 $34,684
     BABA207,400+15,600$34,684
GARTNER INC 242,655 +2,698 $34,678
     IT242,655+2,698$34,678
ALPHABET INC 27,152 -667 $33,145
     GOOGL27,152-667$33,145
HEXCEL CORP 401,631 UNCH $32,994
     HXL401,631UNCH$32,994
MAXIM INTEGRATED PRODUCTS INC 537,232 +39,728 $31,107
     MXIM537,232+39,728$31,107
ACTIVISION BLIZZARD INC 580,598 +74,448 $30,719
     ATVI580,598+74,448$30,719
CISCO SYSTEMS INC 593,430 +158,392 $29,321
     CSCO593,430+158,392$29,321
BOTTOMLINE TECHNOLOGIES DE INC 616,548 +46,150 $24,261
     EPAY616,548+46,150$24,261
ADOBE INC 84,817 UNCH $23,431
     ADBE84,817UNCH$23,431

See Full List: All Stocks Held By KAMES CAPITAL plc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KAMES CAPITAL plc

Size ($ in 1000's)
At 09/30/2019: $3,790,500
At 06/30/2019: $3,705,195

KAMES CAPITAL plc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KAMES CAPITAL plc 13F filings. Link to 13F filings: SEC filings

KAMES CAPITAL plc Top Holdings 13F Filings | www.HoldingsChannel.com

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