ASML.AS NL0010273215 ASML Holding Technologie de l'information T US00206R1023 AT&T Communication ABBN.SW CH0012221716 Abb Industrie ABBV US00287Y1091 AbbVie Santé ABT US0028241000 Abbott Laboratories Santé ACN IE00B4BNMY34 Accenture Technologie de l'information AMD US0079031078 Advanced Micro Devices Technologie de l'information 6857.T JP3122400009 Advantest Technologie de l'information 601288.SS CNE100000RJ0 Agricultural Bank of China Finance AIR.PA NL0000235190 Airbus Industrie BABA US01609W1027 Alibaba Group Holding Consommation cyclique ALV.DE DE0008404005 Allianz Finance GOOGL US02079K3059 Alphabet Communication GOOG US02079K1079 Alphabet Inc Class C Communication AMZN US0231351067 Amazon.com Consommation cyclique AXP US0258161092 American Express Finance AMGN US0311621009 Amgen Santé APH US0320951017 Amphenol Technologie de l'information ADI US0326541051 Analog Devices Technologie de l'information ANG.JO ZAE000043485 AngloGold Ashanti Matériaux BUD US03524A1088 Anheuser Busch Inbev NV ADR Consommation non-cyclique ABI.BR BE0974293251 Anheuser-Busch Inbev Consommation non-cyclique AAPL US0378331005 Apple Technologie de l'information AMAT US0382221051 Applied Materials Technologie de l'information APP US03831W1080 Applovin Technologie de l'information ANET US0404132054 Arista Networks Technologie de l'information ARM US0420682058 Arm Holdings Technologie de l'information AZN.L GB0009895292 AstraZeneca Santé BHP.L GB00BH0P3Z91 BHP Group Matériaux BHP.AX AU000000BHP4 BHP Group Matériaux BHP US0886061086 BHP Group Limited Matériaux 002594.SZ CNE100001526 BYD Co Consommation cyclique BBVA US05946K1016 Banco Bilbao Viscaya Argentaria SA ADR Finance SAN.MC ES0113900J37 Banco Santander Finance SAN US05964H1059 Banco Santander SA ADR Finance BAC US0605051046 Bank of America Finance 601988.SS CNE000001N05 Bank of China Finance 6160.HK KYG1146Y1017 Beigene Santé BRK.A US0846701086 Berkshire Hathaway Finance BLK US09290D1019 BlackRock Finance BX US09260D1072 Blackstone Finance BA US0970231058 Boeing Industrie BKNG US09857L1089 Booking Holdings Consommation cyclique BTI US1104481072 British American Tobacco p.l.c. Consommation non-cyclique BATS.L GB0002875804 British American Tobacco plc Consommation non-cyclique AVGO US11135F1012 Broadcom Technologie de l'information CLH.BC EST01PA00013 CEMEX Latam Holdings Matériaux 600938.SS CNE100005980 CNOOC Énergie COF US14040H1059 Capital One Financial Finance CAT US1491231015 Caterpillar Industrie SCHW US8085131055 Charles Schwab Finance CVX US1667641005 Chevron Énergie 601939.SS CNE100000742 China Construction Bank Finance 601628.SS CNE000001Q93 China Life Insurance Co Finance 600036.SS CNE000001B33 China Merchants Bank Co Finance 600941.SS CNE1000055G1 China Mobile Communication 941.HK HK0941009539 China Mobile Communication 601088.SS CNE100000767 China Shenhua Energy Co Énergie CB CH0044328745 Chubb Finance CSCO US17275R1023 Cisco Systems — C US1729674242 Citigroup Finance KO US1912161007 Coca-Cola Consommation non-cyclique CBA.AX AU000000CBA7 Commonwealth Bank of Australia Finance COP US20825C1045 ConocoPhillips Énergie 300750.SZ CNE100003662 Contemporary Amperex Technology Co Industrie COST US22160K1051 Costco Wholesale Consommation non-cyclique D05.SI SG1L01001701 DBS Group Holdings Finance DHR US2358511028 Danaher Santé DE US2441991054 Deere & Industrie DTE.DE DE0005557508 Deutsche Telekom Communication ETN IE00B8KQN827 Eaton Corporation Industrie LLY US5324571083 Eli Lilly and Co Santé EL.PA FR0000121667 EssilorLuxottica Consommation cyclique XOM US30231G1022 Exxon Mobil Énergie 9983.T JP3802300008 Fast Retailing Co Consommation cyclique 601138.SS CNE1000031P3 Foxconn Industrial Internet Co Technologie de l'information GEV US36828A1016 GE Vernova — GE US3696043013 General Electric Industrie GILD US3755581036 Gilead Sciences Santé GS US38141G1040 Goldman Sachs Group Finance GRVY US38911N2062 Gravity Co Communication HCA US40412C1018 HCA Healthcare Santé HDFCBANK.NS INE040A01034 HDFC Bank Finance HDB US40415F1012 HDFC Bank Limited ADR Finance HSBA.L GB0005405286 HSBC Holdings Finance HSBC US4042804066 HSBC Holdings PLC ADR Finance RMS.PA FR0000052292 Hermes International SCA Consommation cyclique 6501.T JP3788600009 Hitachi Technologie de l'information HD US4370761029 Home Depot Consommation cyclique HON US4385161066 Honeywell International Industrie IBE.MC ES0144580Y14 Iberdrola Services aux collectivités ITX.MC ES0148396007 Industria de Diseno Textil Consommation cyclique 601398.SS CNE000001P37 Industrial and Commercial Bank of China Finance INTC US4581401001 Intel Technologie de l'information IBM US4592001014 International Business Machines Technologie de l'information ISRG US46120E6023 Intuitive Surgical Santé JPM US46625H1005 JPMorgan Chase & Finance JNJ US4781601046 Johnson & Johnson Santé KLAC US4824801009 KLA Technologie de l'information 600519.SS CNE0000018R8 Kweichow Moutai Co Consommation non-cyclique OR.PA FR0000120321 L'Oreal Consommation non-cyclique MC.PA FR0000121014 LVMH Moet Hennessy Louis Vuitton Consommation cyclique LRCX US5128073062 Lam Research Technologie de l'information LIN IE00BZ12WP82 Linde Matériaux LMT US5398301094 Lockheed Martin Industrie LOW US5486611073 Lowe's Companies Consommation cyclique MA US57636Q1040 Mastercard Technologie de l'information MCD US5801351017 McDonald's Consommation cyclique MRK US58933Y1055 Merck & Co Santé META US30303M1027 Meta Platforms Communication MU US5951121038 Micron Technology Technologie de l'information MSFT US5949181045 Microsoft Technologie de l'information 8058.T JP3898400001 Mitsubishi Industrie 8306.T JP3902900004 Mitsubishi UFJ Financial Group Finance MUFG US6068221042 Mitsubishi UFJ Financial Group Inc ADR Finance MS US6174464486 Morgan Stanley Finance NVDA US67066G1040 NVIDIA Technologie de l'information NESN.SW CH0038863350 Nestle Consommation non-cyclique NFLX US64110L1061 Netflix Communication NEE US65339F1012 Nextera Energy Services aux collectivités NOVN.SW CH0012005267 Novartis Santé NVS US66987V1098 Novartis AG ADR Santé NVO US6701002056 Novo Nordisk A/S Santé NOVO B.CO DK0062498333 Novo Nordisk A/S Santé ORCL US68389X1054 Oracle Technologie de l'information PDD US7223041028 PDD Holdings Consommation cyclique PLTR US69608A1088 Palantir Technologies Technologie de l'information PANW US6974351057 Palo Alto Networks Technologie de l'information PEP US7134481081 PepsiCo Consommation non-cyclique 601857.SS CNE1000007Q1 PetroChina Co Énergie PFE US7170811035 Pfizer Santé PM US7181721090 Philip Morris International Consommation non-cyclique 601318.SS CNE000001R84 Ping An Insurance (Group) Co of China Finance PG US7427181091 Procter & Gamble Consommation non-cyclique PGR US7433151039 Progressive Finance PLD US74340W1036 Prologis Immobilier QCOM US7475251036 Qualcomm Technologie de l'information RTX US75513E1010 RTX Industrie RELIANCE.NS INE002A01018 Reliance Industries Énergie RNW GB00BNQMPN80 Renew Energy Global Services aux collectivités RIO.L GB0007188757 Rio Tinto Matériaux RIO.AX AU000000RIO1 Rio Tinto Matériaux RIO US7672041008 Rio Tinto ADR Matériaux ROG.SW CH1499059983 Roche Holding Santé RR.L GB00B63H8491 Rolls-Royce Holdings Industrie RY.TO CA7800871021 Royal Bank of Canada Finance SPGI US78409V1044 S&P Global Finance SAP.DE DE0007164600 SAP Technologie de l'information SAP US8030542042 SAP SE ADR Technologie de l'information 000660.KS KR7000660001 SK Hynix Technologie de l'information SKHY US78392B2060 SK Hynix Inc. American Depositary Shares — SAF.PA FR0000073272 Safran Industrie CRM US79466L3024 Salesforce Technologie de l'information 005930.KS KR7005930003 Samsung Electronics Co Technologie de l'information 2222.SR SA14TG012N13 Saudi Arabian Oil Énergie SU.PA FR0000121972 Schneider Electric Industrie SHEL.L GB00BP6MXD84 Shell Énergie RDSA.AS GB00B03MLX29 Shell Énergie SHEL US7802593050 Shell PLC ADR Énergie SHOP CA82509L1076 Shopify Technologie de l'information SIE.DE DE0007236101 Siemens Industrie ENR.DE DE000ENER6Y0 Siemens Energy Industrie 9984.T JP3436100006 SoftBank Group Communication 6758.T JP3435000009 Sony Group Consommation cyclique SONY US8356993076 Sony Group Consommation cyclique SCCO US84265V1052 Southern Copper Matériaux SPCX US84615Q1031 Space Exploration Technologies Corp. Class A Common Stock — SYK US8636671013 Stryker Santé SMFG US86562M2098 Sumitomo Mitsui Financial Group Finance 8316.T JP3890350006 Sumitomo Mitsui Financial Group, Finance TMUS US8725901040 T-Mobile US Communication TJX US8725401090 TJX Companies Consommation cyclique TSM US8740391003 Taiwan Semiconductor Manufacturing Technologie de l'information 2330.TW TW0002330008 Taiwan Semiconductor Manufacturing Co Technologie de l'information 700.HK KYG875721634 Tencent Holdings Communication TSLA US88160R1014 Tesla Consommation cyclique TXN US8825081040 Texas Instruments Technologie de l'information TMO US8835561023 Thermo Fisher Scientific Santé 8035.T JP3571400005 Tokyo Electron Technologie de l'information TD.TO CA8911605092 Toronto-Dominion Bank Finance TTE.PA FR0000120271 TotalEnergies Énergie TTE US89151E1091 TotalEnergies SE ADR Énergie 7203.T JP3633400001 Toyota Motor Consommation cyclique TM US8923313071 Toyota Motor Corporation ADR Consommation cyclique UBSG.SW CH0244767585 UBS Group Finance UBER US90353T1007 Uber Technologies Industrie ULVR.L GB00BVZK7T90 Unilever Consommation non-cyclique UL US9047677045 Unilever PLC ADR Consommation non-cyclique UNP US9078181081 Union Pacific Industrie UNH US91324P1021 UnitedHealth Group Santé VZ US92343V1044 Verizon Communications Communication VRTX US92532F1003 Vertex Pharmaceuticals Santé VFS SGXZ55111462 VinFast Auto Consommation cyclique V US92826C8394 Visa Technologie de l'information WMT US9311421039 Walmart Consommation non-cyclique DIS US2546871060 Walt Disney Communication WFC US9497461015 Wells Fargo & Finance WELL US95040Q1040 Welltower Immobilier 1810.HK KYG9830T1067 Xiaomi Technologie de l'information 601899.SS CNE100000B24 Zijin Mining Group Co Matériaux 
