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For Financial Professionals in the US

Concentrated Growth Managed Account Holdings

Full Portfolio Holdings

(As of 01/31/2026)

% OF INVESTMENTS
NVIDIA Corp 12.20
Amazon.com Inc 8.88
Microsoft Corp 7.77
Broadcom Inc 6.21
Alphabet Inc 5.29
Apple Inc 4.95
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 4.82
Meta Platforms Inc 4.23
Eli Lilly & Co 3.60
Oracle Corp 3.37
Mastercard Inc 3.37
Hilton Worldwide Holdings Inc 3.21
Eaton Corp PLC 3.05
Howmet Aerospace Inc 2.96
Blackstone Inc 2.77
DraftKings Inc 2.42
Danaher Corp 2.36
Boeing Co 1.95
Datadog Inc 1.93
Argenx SE (ADR) 1.75
UnitedHealth Group Inc 1.69
Monster Beverage Corp 1.46
Shopify Inc 1.32
DoorDash Inc 1.21
Intercontinental Exchange Inc 1.21
AppLovin Corp 0.99
Chipotle Mexican Grill Inc 0.93
Madrigal Pharmaceuticals Inc 0.85
Vaxcyte Inc 0.52
Cash & Equivalents 2.73
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.