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  4. The market's biggest investors are making huge bets on these 10 'Gorillas of Growth'

The market's biggest investors are making huge bets on these 10 'Gorillas of Growth'

10. Nike

The market's biggest investors are making huge bets on these 10 'Gorillas of Growth'

9. Netflix

9. Netflix

Ticker: NFLX

Industry: Entertainment

% Growth funds overweight: 40%

Change in # of growth funds own vs. 4Q2018: 5

2QTD relative return: 0.2%

Source: RBC Capital Markets

8. UnitedHealth Group

8. UnitedHealth Group

Ticker: UNH

Industry: Healthcare providers & services

% Growth funds overweight: 43%

Change in # of growth funds own vs. 4Q2018: 1

2QTD relative return: -1.4%

Source: RBC Capital Markets

7. Amazon

7. Amazon

Ticker: AMZN

Industry: Internet Retail

% Growth funds overweight: 48%

Change in # of growth funds own vs. 4Q2018: 2

2QTD relative return: 3.8%

Source: RBC Capital Markets

6. Mastercard

6. Mastercard

Ticker: MA

Industry: IT Services

% Growth funds overweight: 52%

Change in # of growth funds own vs. 4Q2018: -2

2QTD relative return: 8.3%

Source: RBC Capital Markets

5. Alphabet

5. Alphabet

Ticker: GOOGL/ GOOG

Industry: Interactive Media & Services

% Growth funds overweight: 54%

Change in # of growth funds own vs. 4Q2018: -1

2QTD relative return: -2.5%

Source: RBC Capital Markets

4. Paypal Holdings

4. Paypal Holdings

Ticker: PYPL

Industry: IT Services

% Growth funds overweight: 56%

Change in # of growth funds own vs. 4Q2018: 5

2QTD relative return: 8.3%

Source: RBC Capital Markets

3. Adobe

3. Adobe

Ticker: ADBE

Industry: Software

% Growth funds overweight: 56%

Change in # of growth funds own vs. 4Q2018: 2

2QTD relative return: 5.1%

Source: RBC Capital Markets

2. Salesforce.com

2. Salesforce.com

Ticker: CRM

Industry: Software

% Growth funds overweight: 61%

Change in # of growth funds own vs. 4Q2018: 2

2QTD relative return: -1.3%

Source: RBC Capital Markets

1. Visa

1. Visa

Ticker: V

Industry: IT Services

% Growth funds overweight: 73%

Change in # of growth funds own vs. 4Q2018: 1

2QTD relative return: 5.5%

Source: RBC Capital Markets


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