Conviction clusters
When great investors quietly agree.
One legend buying a stock is a data point. Several of the best — independently, in the same quarter — is a signal. These are the names where separate top-weighted investors converged.
8
investors converging
SUNB
PDGGTGABFR
SUNBELT RENTALS HOLDINGS INC · combined track weight 663
8
investors converging
MSFT
BAGGTGFRCD
MICROSOFT CORP · combined track weight 653
6
investors converging
FERG
SKTGFRMMWW
FERGUSON ENTERPRISES INC · combined track weight 488
6
investors converging
CIGI
ABBNMMPWJG
COLLIERS INTL GR-SUBORD VOT · combined track weight 468
6
investors converging
MELI
TGCCBMWWLA
MERCADOLIBRE INC · combined track weight 462
5
investors converging
UBER
PDTGJATRJG
UBER TECHNOLOGIES INC · combined track weight 408
5
investors converging
NFLX
CBJTTRBNJG
NETFLIX INC · combined track weight 401
5
investors converging
AVGO
SDBNCCDLJG
BROADCOM INC · combined track weight 395
5
investors converging
FISV
ABCDMMJGD&
FISERV INC · combined track weight 390
5
investors converging
CPNG
DHBNCCBMD&
COUPANG INC · combined track weight 389
5
investors converging
AVTR
DYLAJGCRD&
AVANTOR INC · combined track weight 371
4
investors converging
SPGI
LLCHPDJG
S&P GLOBAL INC · combined track weight 349
4
investors converging
BLDR
ABCBFRBM
BUILDERS FIRSTSOURCE INC · combined track weight 327
4
investors converging
APP
PDCDSMJG
APPLOVIN CORP-CLASS A · combined track weight 320
4
investors converging
LYB
SDCDHMJG
LyondellBasell Industries NV · combined track weight 320
4
investors converging
TSN
TGCDDYJG
TYSON FOODS INC-CL A · combined track weight 317
4
investors converging
ROP
CABNJGD&
ROPER TECHNOLOGIES INC · combined track weight 316
4
investors converging
MDLN
JASMAHJG
MEDLINE INC-CL A · combined track weight 315
4
investors converging
OLN
CBMMDYJG
OLIN CORP · combined track weight 315
4
investors converging
ORCL
TRCDMMJG
ORACLE CORP · combined track weight 314
4
investors converging
WAT
BNMMAHJG
WATERS CORP · combined track weight 312
4
investors converging
UL
BNMMDYCR
UNILEVER PLC-SPONSORED ADR · combined track weight 309
4
investors converging
MCD
TRAHLAJG
MCDONALD'S CORP · combined track weight 309
4
investors converging
FDS
TGDYJGCR
FACTSET RESEARCH SYSTEMS INC · combined track weight 309
4
investors converging
ADBE
BNCDJGD&
ADOBE INC · combined track weight 306
3
investors converging
WLK
SDMMJG
WESTLAKE CORP · combined track weight 239
3
investors converging
BRO
TGMMJG
BROWN & BROWN INC · combined track weight 238
3
investors converging
JBS
SDCDD&
JBS NV · combined track weight 238
3
investors converging
SOLS
SDPLJG
SOLSTICE ADV MATERIALS INC · combined track weight 236
3
investors converging
ADP
FRMMJG
AUTOMATIC DATA PROCESSING · combined track weight 235