71 is the total number of securities APPLIED RESEARCH INVESTMENTS, LLC has owned. The longest APPLIED RESEARCH INVESTMENTS, LLC has owned a single stock is 10 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 10 | 10 | 2.17% | 3.27% | 5.73% | Q2 2020 | Q3 2022 | 10 |
| AMZN | AMAZON COM INC | 10 | 10 | 2.16% | 3.01% | 4.52% | Q2 2020 | Q3 2022 | 10 |
| TMO | THERMO FISHER SCIENTIF... | 10 | 10 | 1.92% | 2.79% | 4.28% | Q2 2020 | Q3 2022 | 10 |
| SHOP | SHOPIFY INC | 9 | 9 | 1.84% | 8.05% | 10.99% | Q2 2020 | Q2 2022 | 9 |
| TSM | TAIWAN SEMICONDUCTOR M... | 9 | 9 | 2.80% | 7.97% | 10.38% | Q2 2020 | Q2 2022 | 9 |
| AAPL | APPLE INC | 9 | 9 | 2.06% | 2.94% | 4.50% | Q3 2020 | Q3 2022 | 9 |
| SPGI | S&P GLOBAL INC | 9 | 9 | 1.60% | 2.34% | 4.21% | Q2 2020 | Q2 2022 | 9 |
| MSCI | MSCI INC | 9 | 9 | 1.81% | 2.30% | 2.96% | Q2 2020 | Q2 2022 | 9 |
| MA | MASTERCARD INCORPORATED | 9 | 9 | 0.87% | 2.22% | 4.28% | Q2 2020 | Q2 2022 | 9 |
| TT | TRANE TECHNOLOGIES PLC | 9 | 9 | 1.00% | 1.95% | 2.52% | Q2 2020 | Q2 2022 | 9 |
| MCO | MOODYS CORP | 9 | 9 | 1.33% | 1.77% | 2.63% | Q2 2020 | Q2 2022 | 9 |
| AON | AON PLC | 9 | 9 | 1.07% | 1.75% | 3.36% | Q2 2020 | Q2 2022 | 9 |
| INTU | INTUIT | 9 | 9 | 0.82% | 1.40% | 2.57% | Q2 2020 | Q2 2022 | 9 |
| ACN | ACCENTURE PLC IRELAND | 9 | 9 | 0.20% | 1.37% | 3.95% | Q2 2020 | Q2 2022 | 9 |
| TEAM | ATLASSIAN CORP PLC | 8 | 8 | 0.92% | 2.01% | 3.32% | Q2 2020 | Q1 2022 | 8 |
| RMD | RESMED INC | 8 | 8 | 0.98% | 1.64% | 2.32% | Q2 2020 | Q1 2022 | 8 |
| SYK | STRYKER CORPORATION | 8 | 8 | 1.22% | 1.61% | 2.75% | Q2 2020 | Q1 2022 | 8 |
| ISRG | INTUITIVE SURGICAL INC | 8 | 8 | 1.07% | 1.51% | 2.19% | Q2 2020 | Q1 2022 | 8 |
| CP | CANADIAN PAC RY LTD | 7 | 7 | 0.53% | 2.80% | 4.51% | Q3 2020 | Q1 2022 | 7 |
| TSLA | TESLA INC | 7 | 7 | 2.15% | 2.42% | 3.10% | Q4 2020 | Q2 2022 | 7 |
| PYPL | PAYPAL HLDGS INC | 7 | 7 | 0.86% | 1.96% | 2.96% | Q2 2020 | Q4 2021 | 7 |
| HDB | HDFC BANK LTD | 7 | 7 | 1.48% | 1.95% | 3.08% | Q2 2020 | Q4 2021 | 7 |
| INFY | INFOSYS LTD | 7 | 7 | 1.36% | 1.77% | 2.81% | Q2 2020 | Q4 2021 | 7 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 7 | 1.19% | 1.33% | 1.46% | Q2 2020 | Q4 2021 | 7 |
| HON | HONEYWELL INTL INC | 7 | 7 | 0.76% | 1.17% | 1.44% | Q2 2020 | Q4 2021 | 7 |
| NDAQ | NASDAQ INC | 7 | 7 | 0.82% | 1.13% | 1.65% | Q3 2020 | Q1 2022 | 7 |
| GOOGL | ALPHABET INC | 6 | 6 | 2.10% | 3.89% | 5.58% | Q2 2021 | Q3 2022 | 6 |
| EL | LAUDER ESTEE COS INC | 6 | 6 | 2.24% | 2.65% | 3.09% | Q1 2021 | Q2 2022 | 6 |
| FB | META PLATFORMS INC | 6 | 6 | 1.44% | 2.01% | 2.70% | Q3 2020 | Q4 2021 | 6 |
| PAC | GRUPO AEROPUERTO DEL P... | 4 | 2 | 0.17% | 0.79% | 2.41% | Q2 2020 | Q2 2022 | 6 |
| IBN | ICICI BANK LIMITED | 4 | 2 | 0.17% | 0.54% | 1.24% | Q2 2020 | Q4 2021 | 6 |
| SE | SEA LTD | 5 | 5 | 4.41% | 9.63% | 14.71% | Q4 2020 | Q4 2021 | 5 |
| LOGI | LOGITECH INTL S A | 5 | 5 | 2.25% | 4.39% | 5.84% | Q4 2020 | Q4 2021 | 5 |
| ZM | ZOOM VIDEO COMMUNICATI... | 5 | 5 | 0.77% | 1.70% | 2.68% | Q3 2020 | Q3 2021 | 5 |
| VRSK | VERISK ANALYTICS INC | 4 | 1 | 0.87% | 1.68% | 2.20% | Q2 2020 | Q1 2022 | 5 |
| V | VISA INC | 5 | 5 | 1.27% | 1.65% | 2.38% | Q2 2020 | Q2 2021 | 5 |
| JD | JD.COM INC | 4 | 4 | 5.82% | 7.84% | 9.25% | Q2 2020 | Q1 2021 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 2.25% | 4.96% | 7.59% | Q2 2020 | Q1 2021 | 4 |
| EDU | NEW ORIENTAL ED & TECH... | 4 | 4 | 1.50% | 2.72% | 3.95% | Q2 2020 | Q1 2021 | 4 |
| NTES | NETEASE INC | 4 | 4 | 1.67% | 2.38% | 3.51% | Q2 2020 | Q1 2021 | 4 |
| ZTO | ZTO EXPRESS CAYMAN INC | 4 | 4 | 0.66% | 1.54% | 3.04% | Q2 2020 | Q1 2021 | 4 |
| WMT | WALMART INC | 4 | 4 | 0.72% | 1.12% | 1.59% | Q4 2020 | Q3 2021 | 4 |
| SONY | SONY GROUP CORPORATION | 3 | 3 | 6.41% | 10.06% | 17.11% | Q1 2022 | Q3 2022 | 3 |
| ICLR | ICON PLC | 3 | 3 | 7.72% | 8.81% | 9.54% | Q2 2020 | Q4 2020 | 3 |
| MSI | MOTOROLA SOLUTIONS INC | 3 | 3 | 3.50% | 3.77% | 4.28% | Q1 2022 | Q3 2022 | 3 |
| TRI | THOMSON REUTERS CORP. | 3 | 3 | 2.23% | 2.70% | 3.47% | Q3 2021 | Q1 2022 | 3 |
| NOW | SERVICENOW INC | 3 | 3 | 1.21% | 2.39% | 3.01% | Q4 2021 | Q2 2022 | 3 |
| CNI | CANADIAN NATL RY CO | 2 | 1 | 1.44% | 1.78% | 2.14% | Q1 2021 | Q2 2022 | 3 |
| GPN | GLOBAL PMTS INC | 3 | 3 | 1.01% | 1.23% | 1.46% | Q2 2020 | Q4 2020 | 3 |
| PDD | PINDUODUO INC | 3 | 3 | 0.91% | 1.05% | 1.17% | Q4 2020 | Q2 2021 | 3 |
| SQ | SQUARE INC | 3 | 3 | 0.78% | 1.03% | 1.23% | Q2 2021 | Q4 2021 | 3 |
| YUMC | YUM CHINA HLDGS INC | 3 | 3 | 0.69% | 0.90% | 1.06% | Q2 2021 | Q4 2021 | 3 |
| GIB | CGI INC | 3 | 3 | 0.22% | 0.52% | 0.87% | Q2 2020 | Q4 2020 | 3 |
| CHKP | CHECK POINT SOFTWARE T... | 2 | 2 | 6.33% | 13.73% | 21.13% | Q2 2022 | Q3 2022 | 2 |
| UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 3.98% | 4.82% | 5.65% | Q2 2022 | Q3 2022 | 2 |
| JNJ | JOHNSON & JOHNSON | 2 | 2 | 3.97% | 4.51% | 5.04% | Q2 2022 | Q3 2022 | 2 |
| DG | DOLLAR GEN CORP NEW | 2 | 2 | 3.47% | 3.73% | 3.98% | Q1 2022 | Q2 2022 | 2 |
| FTV | FORTIVE CORP | 2 | 2 | 1.74% | 2.02% | 2.30% | Q1 2022 | Q2 2022 | 2 |
| FISV | FISERV INC | 2 | 2 | 1.62% | 1.89% | 2.15% | Q2 2020 | Q3 2020 | 2 |
| INFO | IHS MARKIT LTD | 2 | 2 | 1.65% | 1.75% | 1.84% | Q2 2020 | Q3 2020 | 2 |
| WIT | WIPRO LTD | 2 | 2 | 1.49% | 1.67% | 1.85% | Q3 2021 | Q4 2021 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 1.31% | 1.52% | 1.74% | Q4 2021 | Q1 2022 | 2 |
| WNS | WNS HLDGS LTD | 2 | 2 | 1.01% | 1.14% | 1.27% | Q3 2021 | Q4 2021 | 2 |
| BDX | BECTON DICKINSON & CO | 2 | 2 | 1.11% | 1.14% | 1.16% | Q2 2020 | Q3 2020 | 2 |
| RACE | FERRARI N V | 1 | 1 | 0.33% | 1.02% | 1.71% | Q2 2020 | Q4 2020 | 2 |
| OTIS | OTIS WORLDWIDE CORP | 2 | 2 | 0.75% | 0.80% | 0.85% | Q3 2021 | Q4 2021 | 2 |
| STNE | STONECO LTD | 2 | 2 | 0.36% | 0.46% | 0.56% | Q1 2021 | Q2 2021 | 2 |
| CYBR | CYBERARK SOFTWARE LTD | 1 | 1 | 15.56% | 15.56% | 15.56% | Q3 2022 | Q3 2022 | 1 |
| WCN | WASTE CONNECTIONS INC | 1 | 1 | 6.86% | 6.86% | 6.86% | Q3 2022 | Q3 2022 | 1 |
| IQV | IQVIA HLDGS INC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2022 | Q2 2022 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, AMAZON COM INC, and THERMO FISHER SCIENTIFIC INC, are the highest-conviction holdings of APPLIED RESEARCH INVESTMENTS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by APPLIED RESEARCH INVESTMENTS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that APPLIED RESEARCH INVESTMENTS, LLC owns currently or has owned in the past.