Full & Historical Holdings

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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 10-31-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) Sectors Country
642910 6501 JP Hitachi Ltd 390,700 $13,543,293.49 2.95% $13,482,204.92 2.95% 158,099.68 Industrials Japan
483410 SU FP Schneider Electric SE 46,422 $13,168,397.13 2.88% $13,168,397.13 2.88% 163,710.70 Industrials France
711038 ROG SW Roche Holding AG 35,221 $11,331,117.61 2.48% $11,331,117.61 2.48% 256,187.04 Health Care Switzerland
659101 8411 JP Mizuho Financial Group Inc 299,900 $10,020,018.82 2.19% $10,020,018.82 2.19% 83,506.02 Financials Japan
BM8PJY NWG LN NatWest Group PLC 1,130,933 $8,676,527.02 1.90% $8,676,527.02 1.90% 61,692.79 Financials United Kingdom
313486 BARC LN Barclays PLC 1,607,228 $8,593,460.77 1.88% $8,593,460.77 1.88% 74,522.41 Financials United Kingdom
688910 2330 TT Taiwan Semiconductor Manufacturing Co Ltd 167,804 $8,187,957.45 1.79% $8,187,957.45 1.79% 1,265,375.96 Information Technology Taiwan
G5495010 LIN US Linde PLC 18,300 $7,654,890.00 1.67% $7,654,890.00 1.67% 196,145.05 Materials United States
BD1RP6 BIRG ID Bank of Ireland Group PLC 465,888 $7,617,427.32 1.66% $7,617,427.32 1.66% 15,579.84 Financials Ireland
406141 MC FP LVMH Moet Hennessy Louis Vuitton SE 10,765 $7,595,106.50 1.66% $7,595,106.50 1.66% 351,136.59 Consumer Discretionary France
B929F4 ASML NA ASML Holding NV 7,140 $7,567,083.16 1.65% $7,555,890.47 1.65% 410,756.48 Information Technology Netherlands
B11ZRK LR FP Legrand SA 40,322 $6,948,334.42 1.52% $6,948,334.42 1.52% 45,190.49 Industrials France
BNBNSG ENX FP Euronext NV 47,981 $6,857,857.16 1.50% $6,857,857.16 1.50% 14,687.36 Financials France
B15C55 TTE FP TotalEnergies SE 110,091 $6,846,060.30 1.50% $6,846,060.30 1.50% 137,217.54 Energy France
BYQP13 ABN NA ABN AMRO Bank NV 224,971 $6,718,795.25 1.47% $6,718,795.25 1.47% 24,879.13 Financials Netherlands
028758 BATS LN British American Tobacco PLC 120,801 $6,326,862.14 1.35% $6,195,502.53 1.35% 112,056.64 Consumer Staples United Kingdom
B09DHL MTX GY MTU Aero Engines AG 14,192 $6,185,114.37 1.35% $6,185,114.37 1.35% 23,457.63 Industrials Germany
B0J7D9 4568 JP Daiichi Sankyo Co Ltd 257,800 $6,196,333.66 1.34% $6,137,617.29 1.34% 45,100.07 Health Care Japan
682150 6758 JP Sony Group Corp 211,000 $5,949,094.80 1.30% $5,931,166.05 1.30% 172,869.89 Consumer Discretionary Japan
BYQ0JC BEZ LN Beazley PLC 477,172 $5,832,940.27 1.27% $5,832,940.27 1.27% 7,331.92 Financials United Kingdom
289722 TD CN Toronto-Dominion Bank 70,004 $5,747,859.71 1.26% $5,747,859.71 1.26% 140,174.41 Financials Canada
BDR05C NG/ LN National Grid PLC 381,323 $5,710,761.89 1.25% $5,710,761.89 1.25% 74,303.56 Utilities United Kingdom
BRJL17 UBSG SW UBS Group AG 148,603 $5,674,520.27 1.24% $5,674,520.27 1.24% 127,600.88 Financials Switzerland
57636Q10 MA US Mastercard Inc 9,744 $5,387,211.24 1.18% $5,378,590.56 1.18% 496,791.00 Financials United States
659704 6503 JP Mitsubishi Electric Corp 191,700 $5,413,919.60 1.17% $5,369,988.32 1.17% 59,195.98 Industrials Japan
689567 8035 JP Tokyo Electron Ltd 24,100 $5,388,453.44 1.17% $5,345,130.10 1.17% 104,603.25 Information Technology Japan
567173 SAN FP Sanofi SA 52,250 $5,275,794.32 1.15% $5,275,794.31 1.15% 123,940.17 Health Care France
BCRWZ1 CFR SW Cie Financiere Richemont SA 26,364 $5,199,088.91 1.14% $5,199,088.91 1.14% 115,944.24 Consumer Discretionary Switzerland
416279 HO FP Thales SA 17,174 $4,887,536.38 1.07% $4,887,536.38 1.07% 58,608.86 Industrials France
B0SWJX LSEG LN London Stock Exchange Group PLC 39,019 $4,862,453.43 1.06% $4,862,453.43 1.06% 65,793.12 Financials United Kingdom
BK1N46 HDFCB IN HDFC Bank Ltd 434,286 $4,830,061.17 1.06% $4,830,061.17 1.06% 170,872.65 Financials India
B4TX8S 1299 HK AIA Group Ltd 491,000 $4,767,481.07 1.04% $4,767,481.07 1.04% 101,995.35 Financials Hong Kong
B15C4L CSU CN Constellation Software Inc/Canada 1,807 $4,755,467.94 1.04% $4,755,467.94 1.04% 55,770.82 Information Technology Canada
G0403H10 AON US Aon PLC 13,751 $4,684,690.68 1.02% $4,684,690.68 1.02% 73,459.67 Financials United States
B1FW75 GALP PL Galp Energia SGPS SA 232,489 $4,661,485.07 1.02% $4,661,485.07 1.02% 15,043.12 Energy Portugal
468232 RI FP Pernod Ricard SA 47,375 $4,639,393.20 1.01% $4,639,393.20 1.01% 24,704.51 Consumer Staples France
714505 ENI IM Eni SpA 252,165 $4,634,250.95 1.01% $4,634,250.95 1.01% 57,830.78 Energy Italy
12738710 CDNS US Cadence Design Systems Inc 13,181 $4,464,272.89 0.98% $4,464,272.89 0.98% 92,191.76 Information Technology United States
730968 BNP FP BNP Paribas SA 57,630 $4,454,609.34 0.97% $4,454,609.34 0.97% 86,323.79 Financials France
686550 7269 JP Suzuki Motor Corp 291,100 $4,398,573.36 0.95% $4,359,605.48 0.95% 29,422.27 Consumer Discretionary Japan
BLDBN4 ATCOA SS Atlas Copco AB 257,522 $4,341,164.53 0.95% $4,341,164.53 0.95% 82,083.91 Industrials Sweden
659730 8031 JP Mitsui & Co Ltd 171,400 $4,292,635.46 0.92% $4,228,556.23 0.92% 71,686.65 Industrials Japan
624899 9433 JP KDDI Corp 260,100 $4,225,144.05 0.91% $4,154,410.16 0.91% 66,889.80 Communication Services Japan
677172 005930 KS Samsung Electronics Co Ltd 54,085 $4,093,565.31 0.89% $4,080,812.42 0.89% 504,477.22 Information Technology South Korea
L8681T10 SPOT US Spotify Technology SA 6,071 $3,978,447.72 0.87% $3,978,447.72 0.87% 134,850.44 Communication Services Sweden
B3MSM2 AMS SM Amadeus IT Group SA 51,921 $3,969,035.84 0.87% $3,969,035.84 0.87% 34,437.85 Consumer Discretionary Spain
B4T3BW GLEN LN Glencore PLC 822,519 $3,938,039.74 0.86% $3,938,039.73 0.86% 56,516.95 Materials United Kingdom
474184 MRK GY Merck KGaA 29,271 $3,827,714.30 0.84% $3,827,714.30 0.84% 56,855.10 Health Care Germany
BNXJZX QIA GY QIAGEN NV 80,922 $3,801,878.54 0.83% $3,801,878.54 0.83% 10,187.30 Health Care Germany
BVZHXQ HSX LN Hiscox Ltd 209,095 $3,776,961.40 0.83% $3,776,961.40 0.83% 5,996.65 Financials United Kingdom
680458 4063 JP Shin-Etsu Chemical Co Ltd 122,100 $3,732,098.30 0.81% $3,688,115.63 0.81% 59,958.18 Materials Japan
635694 6702 JP Fujitsu Ltd 139,400 $3,660,453.25 0.80% $3,646,235.81 0.80% 54,173.24 Information Technology Japan
618549 CSL AU CSL Ltd 30,987 $3,619,050.75 0.79% $3,619,050.75 0.79% 56,662.07 Health Care Australia
05946030 BBD US Banco Bradesco SA ADR 1,051,410 $3,696,255.09 0.78% $3,553,765.80 0.78% 35,750.30 Financials Brazil
BP6KMJ NOVOB DC Novo Nordisk AS 72,660 $3,543,309.80 0.77% $3,543,309.80 0.77% 216,473.15 Health Care Denmark
626986 7532 JP Pan Pacific International Holdings Corp 587,700 $3,500,039.32 0.76% $3,500,039.32 0.76% 18,922.35 Consumer Discretionary Japan
455710 G1A GY GEA Group AG 48,941 $3,497,534.31 0.76% $3,497,534.31 0.76% 11,634.51 Industrials Germany
094658 WEIR LN Weir Group PLC 86,744 $3,399,084.86 0.74% $3,373,085.55 0.74% 10,095.15 Industrials United Kingdom
BMX86B HLN LN Haleon PLC 721,214 $3,354,951.72 0.73% $3,354,951.72 0.73% 41,430.86 Health Care United Kingdom
625072 6367 JP Daikin Industries Ltd 28,400 $3,344,399.13 0.72% $3,312,504.06 0.72% 34,188.07 Industrials Japan
567151 WKL NA Wolters Kluwer NV 26,663 $3,265,392.61 0.71% $3,265,392.61 0.71% 28,702.65 Industrials Netherlands
G9662910 WTW US Willis Towers Watson PLC 10,414 $3,260,623.40 0.71% $3,260,623.40 0.71% 30,072.32 Financials United States
B0190C 669 HK Techtronic Industries Co Ltd 274,000 $3,201,729.61 0.70% $3,201,729.61 0.70% 21,393.69 Industrials Hong Kong
BMWGTH RBA CN Ritchie Bros Auctioneers Inc 31,790 $3,154,180.88 0.69% $3,154,180.88 0.69% 18,415.04 Industrials Canada
78351320 RYAAY US Ryanair Holdings PLC ADR 50,145 $3,133,059.60 0.68% $3,133,059.60 0.68% 32,991.31 Industrials Ireland
494290 EOAN GY E.ON SE 165,139 $3,072,208.14 0.67% $3,072,208.14 0.67% 49,138.49 Utilities Germany
320898 NXT LN Next PLC 16,323 $3,066,424.09 0.67% $3,066,424.09 0.67% 23,000.83 Consumer Discretionary United Kingdom
BD3VFW CTEC LN Convatec Group PLC 954,846 $3,063,198.86 0.67% $3,063,198.87 0.67% 6,406.75 Health Care United Kingdom
595607 KPN NA Koninklijke KPN NV 649,575 $3,008,407.68 0.66% $3,008,407.68 0.66% 18,010.99 Communication Services Netherlands
BMQ5W1 CPR IM Davide Campari-Milano NV 430,668 $2,995,334.74 0.65% $2,995,334.74 0.65% 12,701.95 Consumer Staples Italy
528983 EBS AV Erste Group Bank AG 28,860 $2,985,576.74 0.65% $2,985,576.74 0.65% 42,467.85 Financials Austria
BX90C0 CLNX SM Cellnex Telecom SA 93,727 $2,920,170.55 0.64% $2,920,170.55 0.64% 22,011.04 Communication Services Spain
687010 1801 JP Taisei Corp 39,900 $2,929,131.79 0.64% $2,908,808.64 0.64% 13,353.29 Industrials Japan
BWFGQN SPX LN Spirax Group PLC 30,902 $2,900,134.61 0.63% $2,880,283.18 0.63% 6,876.45 Industrials United Kingdom
BG36ZK B3SA3 BZ B3 SA - Brasil Bolsa Balcao 1,223,100 $2,878,176.56 0.63% $2,878,176.56 0.63% 12,393.03 Financials Brazil
B62G7K 8630 JP Sompo Holdings Inc 93,200 $2,894,746.28 0.62% $2,847,223.41 0.62% 28,540.32 Financials Japan
B60QWJ JHX AU James Hardie Industries PLC 126,067 $2,656,862.40 0.58% $2,656,862.40 0.58% 12,207.78 Materials Australia
BPBPJ0 ML FP Cie Generale des Etablissements Michelin SCA 80,383 $2,565,574.44 0.56% $2,565,574.44 0.56% 22,654.23 Consumer Discretionary France
B1Y1SQ JMT PL Jeronimo Martins SGPS SA 98,341 $2,532,300.52 0.55% $2,532,300.52 0.55% 16,204.43 Consumer Staples Portugal
609962 RELIANCE Reliance Industries Ltd 148,308 $2,483,292.86 0.54% $2,483,292.86 0.54% 226,589.89 Energy India
B1JB4K SY1 GY Symrise AG 29,721 $2,459,032.83 0.54% $2,459,032.83 0.54% 11,564.35 Materials Germany
641259 ADVANC/F Advanced Info Service PCL 260,300 $2,431,130.35 0.53% $2,431,130.35 0.53% 27,778.30 Communication Services Thailand
BJFFLV CRDA LN Croda International PLC 62,500 $2,370,407.44 0.52% $2,370,407.44 0.52% 5,295.89 Materials United Kingdom
649374 2503 JP Kirin Holdings Co Ltd 167,100 $2,346,946.66 0.51% $2,346,946.66 0.51% 12,837.28 Consumer Staples Japan
690054 6201 JP Toyota Industries Corp 21,300 $2,325,433.13 0.51% $2,325,433.13 0.51% 35,573.74 Industrials Japan
BF2DSG SIKA SW Sika AG 11,807 $2,306,381.36 0.50% $2,306,381.36 0.50% 31,348.05 Materials Switzerland
648380 4452 JP Kao Corp 54,100 $2,288,832.65 0.50% $2,288,832.65 0.50% 19,711.04 Consumer Staples Japan
B798FW NSISB DC Novozymes AS 37,203 $2,223,354.34 0.49% $2,223,354.34 0.49% 27,825.26 Materials Denmark
688507 4543 JP Terumo Corp 128,600 $2,092,192.92 0.45% $2,079,079.23 0.45% 23,936.24 Health Care Japan
071887 RIO LN Rio Tinto PLC 28,051 $2,021,623.84 0.44% $2,021,623.84 0.44% 117,129.59 Materials United Kingdom
096970 BAB LN Babcock International Group PLC 110,014 $1,753,093.00 0.38% $1,753,093.00 0.38% 7,988.13 Industrials United Kingdom
BL56KN ATD CN Alimentation Couche Tard Inc 34,224 $1,739,322.46 0.38% $1,739,322.46 0.38% 48,182.26 Consumer Staples Canada
615525 000810 KS Samsung Fire & Marine Insurance Co Ltd 5,597 $1,734,392.35 0.38% $1,734,392.35 0.38% 14,257.89 Financials South Korea
649099 6861 JP Keyence Corp 4,600 $1,712,426.19 0.37% $1,712,426.19 0.37% 90,538.09 Information Technology Japan
625398 ALL AU Aristocrat Leisure Ltd 40,982 $1,698,700.01 0.37% $1,698,700.01 0.37% 25,926.39 Consumer Discretionary Australia
635652 4901 JP FUJIFILM Holdings Corp 72,900 $1,693,478.68 0.37% $1,693,478.68 0.37% 28,895.47 Information Technology Japan
BJ2KSG AKZA NA Akzo Nobel NV 24,505 $1,632,996.22 0.35% $1,622,432.33 0.35% 11,328.86 Materials Netherlands
609701 2 HK CLP Holdings Ltd 166,500 $1,420,613.73 0.31% $1,420,613.73 0.31% 21,556.22 Utilities Hong Kong
510740 BEI GY Beiersdorf AG 13,341 $1,410,424.63 0.31% $1,410,424.63 0.31% 25,647.93 Consumer Staples Germany
BJT1GR ALC SW Alcon AG 18,591 $1,381,474.74 0.30% $1,381,474.74 0.30% 37,132.10 Health Care Switzerland
624730 APA AU APA Group 229,573 $1,378,924.26 0.30% $1,378,924.26 0.30% 7,899.60 Utilities Australia
633517 8306 JP Mitsubishi UFJ Financial Group Inc 87,200 $1,435,135.94 0.29% $1,318,382.97 0.29% 182,452.58 Financials Japan
B9G6L8 LEG GY LEG Immobilien SE 16,389 $1,247,736.08 0.27% $1,247,736.08 0.27% 5,753.40 Real Estate Germany
585284 AC FP Accor SA 23,609 $1,201,450.15 0.26% $1,201,450.15 0.26% 12,467.93 Consumer Discretionary France
653551 1193 HK China Resources Gas Group Ltd 415,800 $1,142,967.74 0.25% $1,142,967.74 0.25% 6,360.85 Utilities China
627094 6146 JP Disco Corp 3,400 $1,141,566.35 0.25% $1,138,628.25 0.25% 36,317.73 Information Technology Japan
B5B23W 1928 HK Sands China Ltd 435,200 $1,133,568.15 0.25% $1,133,568.15 0.25% 21,080.88 Consumer Discretionary Hong Kong
664480 9843 JP Nitori Holdings Co Ltd 69,500 $1,127,441.44 0.25% $1,127,441.44 0.25% 9,282.61 Consumer Discretionary Japan
317430 BRBY LN Burberry Group PLC 67,026 $1,089,644.20 0.24% $1,089,644.20 0.24% 5,868.47 Consumer Discretionary United Kingdom
617369 9697 JP Capcom Co Ltd 38,700 $1,018,271.37 0.22% $1,013,015.38 0.22% 13,952.16 Communication Services Japan
484628 SAP GY SAP SE 2,924 $756,474.74 0.17% $756,474.74 0.17% 317,829.16 Information Technology Germany
505160 HTO GA Hellenic Telecommunications Organization SA 38,117 $716,588.98 0.16% $716,588.98 0.16% 7,592.33 Communication Services Greece
664238 7951 JP Yamaha Corp 33,600 $222,241.00 0.05% $212,553.63 0.05% 3,181.98 Consumer Discretionary Japan
CASH_USD CASH_USD Cash - 9,963,366.30 2.17% 9,926,575.49 2.17% - - -
CASH_DERV - Other - 0.02 0.01% 36,790.83 0.01% - - Other
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