title stringlengths 48 90 | body stringlengths 845 29.5k |
|---|---|
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2023 Update" | "….….….This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory filed on 8/11/2023. Please visit our Portfolio series to get an idea of their investment philosophy and our for t... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2023 Update" | "Generation Investment Management’s 13F portfolio value increased from $17.32B to $18.78B this quarter.They increased Microsoft Corporation, Thermo Fisher Scientific, Texas Instruments, and Palo Alto Networks while decreasing Charles Schwab, Toast, Baxter International, and Ptc Inc. They also dropped Alibaba and Trimbl... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2022 Update" | "Generation Investment Management’s 13F portfolio value increased from $16.86B to $17.32B this quarter.They increased Cooper Companies, Texas Instruments, Toast, and Twilio while reducing Becton Dickinson, Salesforce.com, Alibaba Group Holdings, and H World Group. They also dropped Alphabet.The top three positions are ... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $18.35B to $16.86B this quarter.They increased Mercadolibre and Toast while decreasing Alphabet and Shopify. They also dropped Intel.The top three positions are Amazon.com, Charles Schwab, and Microsoft, and they add up to ~19% of the portfolio.This... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $21.84B to $18.35B this quarter.They added MasterCard and increased Amazon.com, Microsoft, Trane Technologies, and Analog Devices while reducing Baxter International, Becton Dickinson, and Alphabet. They also dropped Visa.The top three positions are... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2022 Update" | "Generation Investment Management’s 13F portfolio value decreased from $24.33B to $21.84B this quarter.They increased Equifax, Clarivate plc, Trane Technologies, Twilio, and Salesforce.com while reducing Dentsply Sirona & Sensata Technologies.The top three positions are Amazon.com, Baxter International, and Becton Dick... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $24.05B to $24.33B this quarter.They increased Becton Dickinson, Clarivate, and Dentsply Sirona while reducing Alphabet, Thermo Fisher Scientific, Gartner, and Equifax.The top three positions are Baxter International, Amazon.com, and Jones Lang LaSa... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2021 Update" | "Generation Investment Management’s 13F portfolio value decreased from $24.11B to $24.05B this quarter.They increased Alibaba Group Holdings, Intel, Mercadolibre, and Huazhu Group while reducing Cisco Systems, Equifax, Texas Instruments and Cognizant.The top three positions are Baxter International, Alphabet, and Amazo... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $23.86B to $24.11B this quarter.They increased Amazon.com, Alibaba Group Holdings, and Thermo Fisher Scientific while reducing Equifax, Gartner, and Dentsply Sirona.The top three positions are Baxter International, Amazon.com, and Alphabet, and they... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2021 Update" | "Generation Investment Management’s 13F portfolio value increased from $22.41B to $23.86B this quarter.They added Amazon.com and increased Alibaba Group Holdings & Steris plc while reducing Dentsply Sirona & Illumina.The top three positions are Baxter International, Equifax, and Cisco Systems, and they add up to ~18% o... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $18.84B to $22.41B this quarter.They increased Baxter International and Equifax while reducing Aptiv plc.The top three positions are Charles Schwab, Baxter International, and Cognizant Technology, and they add up to ~18% of the portfolio.This articl... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q3 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $17.34B to $18.84B this quarter.They increased Becton Dickinson and Analog Devices while decreasing Alphabet, Varian Medical Systems, and Workday during the quarter. They also added Cisco Systems.The top three positions are Cognizant Technology, Cha... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q2 2020 Update" | "Generation Investment Management’s 13F portfolio value increased from $14.09B to $17.34B this quarter.They increased Palo Alto Networks and Gartner while decreasing Mercadolibre and Twilio.The top three positions are Alphabet, Cognizant Technology, and Baxter International and they add up to ~18% of the portfolio.Thi... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q1 2020 Update" | "Generation Investment Management’s 13F portfolio value decreased from $15.64B to $14.09B this quarter.They added Palo Alto Networks, Gartner, & Trimble while dropping Credicorp, Automatic Data Processing, & Trane Technologies.The top three positions are Alphabet, Charles Schwab, and Baxter International and they add u... |
"Tracking Al Gore's Generation Investment Management Portfolio – Q4 2019 Update" | "Generation Investment Management’s 13F portfolio value increased 7.5% from $14.54B to $15.64B this quarter.They added Baxter International and increased Twilio while decreasing Analog Devices and Deere.The top three positions are Alphabet, Charles Schwab, and Cognizant Technology and they add up to ~24% of the portfol... |
End of preview. Expand in Data Studio
- Downloads last month
- 21