U.S. Large Cap High Growth Potential

Fiserv

Market Cap: US$76.1b

Provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.

Stanley Black & Decker

Market Cap: US$11.2b

Provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia.

Amazon.com

Market Cap: US$2.5t

Engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.

MicroStrategy

Market Cap: US$117.7b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

PDD Holdings

Market Cap: US$167.8b

A multinational commerce group that owns and operates a portfolio of businesses.

KKR

Market Cap: US$133.8b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

American Express

Market Cap: US$214.5b

Operates as integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and Internationally.

Arthur J. Gallagher

Market Cap: US$79.2b

Provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide.

Veeva Systems

Market Cap: US$47.6b

Provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Nucor

Market Cap: US$32.6b

Engages in the manufacture and sale of steel and steel products.

Kinsale Capital Group

Market Cap: US$11.1b

Engages in the provision of property and casualty insurance products in the United States.

Smurfit Westrock

Market Cap: US$25.0b

Manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products.

MasTec

Market Cap: US$14.1b

An infrastructure construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

CBRE Group

Market Cap: US$42.5b

Operates as a commercial real estate services and investment company in the United States, the United Kingdom, and internationally.

Targa Resources

Market Cap: US$35.9b

Together with its subsidiary, Targa Resources Partners LP, owns, operates, acquires, and develops a portfolio of complementary domestic infrastructure assets in North America.

Ventas

Market Cap: US$30.5b

Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population.

Carrier Global

Market Cap: US$67.8b

Provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally.

KE Holdings

Market Cap: US$23.5b

Through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China.

TPG

Market Cap: US$21.4b

Operates as an alternative asset manager in the United States and internationally.

Tradeweb Markets

Market Cap: US$32.7b

Tradeweb Markets Inc., together with its subsidiaries, builds and operates electronic marketplaces worldwide.

Franklin Resources

Market Cap: US$13.0b

A publicly owned asset management holding company.

Apollo Global Management

Market Cap: US$86.7b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

Welltower

Market Cap: US$105.5b

Welltower Inc. (NYSE: WELL), an S&P 500 company, is one of the world's preeminent residential wellness and healthcare infrastructure companies.

Centene

Market Cap: US$13.3b

Operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States.

Talen Energy

Market Cap: US$15.4b

An independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.

Microsoft

Market Cap: US$3.8t

Develops and supports software, services, devices and solutions worldwide.

Tyson Foods

Market Cap: US$19.2b

Operates as a food company worldwide.

H World Group

Market Cap: US$10.4b

Develops leased and owned, manachised, and franchised hotels in the People’s Republic of China.

International Paper

Market Cap: US$28.9b

Produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa.

Performance Food Group

Market Cap: US$15.3b

Through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America.

Waste Connections

Market Cap: US$48.5b

Provides non-hazardous waste collection, transfer, disposal, and resource recovery services in the United States and Canada.

U-Haul Holding

Market Cap: US$11.2b

Operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada.

Carpenter Technology

Market Cap: US$13.6b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.

TE Connectivity

Market Cap: US$60.8b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

J. M. Smucker

Market Cap: US$11.6b

Manufactures and markets branded food and beverage products worldwide.

Hilton Worldwide Holdings

Market Cap: US$62.9b

A hospitality company, engages in managing, franchising, owning, and leasing hotels and resorts.