Plato Investment Management LTD Portfolio Holdings by Sector
Plato Investment Management LTD
- $1.36 Trillion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO QCOM MRVL ADI MPWR MU TSM 16 stocks |
$138 Million
10.38% of portfolio
|
11
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL PLTR SNPS PANW GDDY SQ 32 stocks |
$107 Million
8.04% of portfolio
|
16
|
8
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$95.9 Million
7.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH SPOT TWLO PINS Z 11 stocks |
$88.5 Million
6.68% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ BMY GILD PFE AMGN MRK 9 stocks |
$63 Million
4.75% of portfolio
|
8
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU SHOP NOW APP CDNS UBER DSGX 42 stocks |
$58.4 Million
4.4% of portfolio
|
18
|
5
|
6
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI EBAY CVNA SE CHWY BABA PDD 9 stocks |
$57 Million
4.3% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C CM UBS RY BNS 9 stocks |
$43.1 Million
3.25% of portfolio
|
7
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP SYF PYPL COF WU ALLY 9 stocks |
$37.4 Million
2.82% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F RACE 4 stocks |
$29.7 Million
2.24% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE ITW PH OTIS ROP CMI AME 14 stocks |
$29.7 Million
2.24% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$24 Million
1.81% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CVS CNC MOH HUM 7 stocks |
$22.5 Million
1.7% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP KDP MNST COKE CCEP 6 stocks |
$22.4 Million
1.69% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ TMUS T CHTR LUMN IRDM 7 stocks |
$18.5 Million
1.39% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT BSX DXCM STE PODD ALGN 12 stocks |
$18.5 Million
1.39% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV IBM IT LDOS BR FIS EPAM 9 stocks |
$18.3 Million
1.38% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA ROKU 4 stocks |
$16.7 Million
1.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK AMP STT TROW NTRS PFG BEN APAM 12 stocks |
$15.9 Million
1.2% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$14.7 Million
1.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX EL CHD KMB 6 stocks |
$14.7 Million
1.11% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HWM RTX LHX LMT TDG TXT AXON CAE 12 stocks |
$14.6 Million
1.1% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR ILMN IQV MTD IDXX A CDNA 9 stocks |
$13.9 Million
1.05% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI ICE MSCI MCO CBOE NDAQ 7 stocks |
$13.7 Million
1.04% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE ZBRA CRDO 5 stocks |
$13.4 Million
1.01% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL PPG RPM AXTA DD KWR 7 stocks |
$13.4 Million
1.01% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL TRV CINF L AFG 7 stocks |
$13.1 Million
0.99% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
DB PNC MTB USB FITB TFC RF WAL 8 stocks |
$12.6 Million
0.95% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC TER 3 stocks |
$12.2 Million
0.92% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EIX ES EXC ED PCG NEE DUK SO 8 stocks |
$12.2 Million
0.92% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$11.7 Million
0.88% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX RHI 3 stocks |
$11.4 Million
0.86% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP HES TPL SM CTRA DVN OVV 8 stocks |
$11 Million
0.83% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG ORI ACGL AIG SLF 6 stocks |
$10.5 Million
0.79% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX BURL LULU ROST BKE GPS SFIX VSCO 11 stocks |
$10.1 Million
0.76% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB RCL CCL 4 stocks |
$9.83 Million
0.74% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON WTW BRO AJG 5 stocks |
$9.74 Million
0.73% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW TW JEF FUTU RJF LPLA SF 8 stocks |
$9.3 Million
0.7% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR DE 3 stocks |
$8.95 Million
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM KGC FNV WPM CGAU NGD 6 stocks |
$8.81 Million
0.66% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG SBUX DRI DPZ QSR YUM 7 stocks |
$8.48 Million
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI LII CSL MAS CARR OC BECN 9 stocks |
$8.29 Million
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN ALNY UTHR INCY BMRN VCYT RPRX 11 stocks |
$8.25 Million
0.62% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD HOLX TFX ALC 6 stocks |
$8.12 Million
0.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB HAL FTI 4 stocks |
$7.86 Million
0.59% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE JLL FSV CSGP EXPI CIGI RDFN 7 stocks |
$6.8 Million
0.51% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH AMH AVB ESS MAA ELS 6 stocks |
$6.37 Million
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT SBAC CCI GLPI IRM EQIX WY 7 stocks |
$6.31 Million
0.48% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET MFC AFL GL JXN 6 stocks |
$6 Million
0.45% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL LOGI HPQ PSTG 5 stocks |
$5.47 Million
0.41% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EXR CUBE 4 stocks |
$5.14 Million
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
NVR DHI LEN PHM TOL KBH IBP TMHC 9 stocks |
$4.93 Million
0.37% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL FLEX 3 stocks |
$4.59 Million
0.35% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK AWR WTRG 3 stocks |
$4.58 Million
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO BBY WSM ULTA DKS BGFV 7 stocks |
$4.54 Million
0.34% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MKC KHC 3 stocks |
$4.5 Million
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$4.43 Million
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG REG O SKT 4 stocks |
$4.41 Million
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$4.08 Million
0.31% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR ACM FIX BLD TPC TTEK 7 stocks |
$4.04 Million
0.31% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX ZTS TEVA KMDA LNTH 5 stocks |
$3.97 Million
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS GXO 4 stocks |
$3.91 Million
0.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST CNM 3 stocks |
$3.89 Million
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN 2 stocks |
$3.56 Million
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$3.11 Million
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT HUBB POWL 3 stocks |
$2.91 Million
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV KEYS TRMB BMI 4 stocks |
$2.49 Million
0.19% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH TRU 3 stocks |
$2.29 Million
0.17% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP CSX 3 stocks |
$2.29 Million
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON GFF 3 stocks |
$2.23 Million
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX HBM 2 stocks |
$2.11 Million
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA DVA CCRN THC 4 stocks |
$1.99 Million
0.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$1.92 Million
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA MOS 2 stocks |
$1.88 Million
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PAGP LNG HESM TRP WMB ENB 6 stocks |
$1.7 Million
0.13% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
$1.66 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Health Information Services | Healthcare
VEEV DOCS TDOC GDRX 4 stocks |
$1.64 Million
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1.27 Million
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC ZD 2 stocks |
$1.25 Million
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$1.08 Million
0.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA 2 stocks |
$968,267
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$897,661
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$845,037
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS SVM 2 stocks |
$738,034
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST PK 2 stocks |
$569,699
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX MPC 3 stocks |
$510,870
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$422,103
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$388,950
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$359,647
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$309,886
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS NUE 2 stocks |
$265,713
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$234,413
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$208,859
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$202,264
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$149,260
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$131,585
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$97,921
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$95,476
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LEA 1 stocks |
$86,490
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$48,152
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL GIII 2 stocks |
$41,593
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI NJR 2 stocks |
$20,816
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$17,097
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$12,407
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$11,933
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
SIG 1 stocks |
$8,019
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$2,074
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
COUR 1 stocks |
$1,280
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$1,062
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|