Capricorn Metals Ltd (CRNLF) Stock, BYDDF StockMonica L. Correa,
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Jefferies strategists updated the brokerage’s global long-only portfolio.
In a Jefferies Greed & Fear report, Analyst Christopher Wood said that the team increased investments in Axis Bank and in TSMC by 1% each, and reduced investments in HDFC Bank by 2%.
This is the long-only list. Each stock weights about 3-5% the portfolio:
- Capricorn Metals (OTCPK:CRNLF)
- BYD Company Limited (OTCPK:BYDDF)
- AIA Group (OTCPK:AAGIY)
- Zomato Ltd [Not covered]
- Reliance Industries (OTC:RELFF)
- Godrej Properties [Not covered]
- Axis Bank [Not covered]
- ICICI Bank (IBN)
- HDFC Bank (HDB)
- Larsen & Toubro (OTC:LTOUF)
- Bank Central Asia (OTCPK:PBCRF)
- Samsung Electronics (OTCPK:SSNLF)
- TSMC [Not covered]
- Keyence Corp. (OTCPK:KYCCF)
- Petrobras (PBR)
- Freeport-McMoRan Inc. (FCX)
- Nvidia (NVDA)
- Microsoft (MSFT)
- Grayscale Bitcoin Trust (GBTC)
- Greggs (OTCPK:GGGSF)
- TotalEnergies (TTE)
- UniCredit (OTCPK:UNCFF)
- ASML Holding (ASML)
