BESTINVER MEGATENDENCIAS, FI

Sale de la cartera; tenia un 3.20% de peso.

Sale de la cartera; tenia un 2.79% de peso.

Sale de la cartera; tenia un 2.34% de peso.

Sale de la cartera; tenia un 2.21% de peso.

Sale de la cartera; tenia un 1.81% de peso.

Industrie De Nora S.p.A., through its subsidiaries, delivers electrochemical solutions worldwide and operates through the Electrode Technologies, Water Technologies, and Energy Transition segments. Its Electrode Technologies segment offers metal electrodes coated with catalysts, electrolyzer components, and systems with various applications, including the production of chlorine and caustic soda; the electronics industry including the production of components for lithium battery manufacturing; the refining of non-ferrous metals such as nickel and cobalt; the galvanic finishing industry; the cellulose and paper industry; and the infrastructure sector for the corrosion prevention of reinforced concrete and metal structures. The Water Technologies segment includes water treatment solutions, encompassing electrodes, equipment, systems, and facilities for the disinfection and filtration of drinking water, wastewater, and process water; these solutions serve applications such as residential swimming pool disinfection, municipal water disinfection and filtration, and industrial and marine water treatment. Its Energy Transition segment offers electrodes, electrolyzer components, and systems for the generation of hydrogen and oxygen through water electrolysis processes, fuel cells for electricity generation from hydrogen or other energy carriers without CO2 emissions, and redox flow batteries. The company was founded in 1923 and is headquartered in Milan, Italy, and it operates as a subsidiary of Federico De Nora S.p.A.

Sale de la cartera; tenia un 1.75% de peso.

Sale de la cartera; tenia un 1.58% de peso.

Sale de la cartera; tenia un 1.49% de peso.

Sale de la cartera; tenia un 1.42% de peso.

Sale de la cartera; tenia un 1.39% de peso.

Sale de la cartera; tenia un 1.38% de peso.

Sale de la cartera; tenia un 1.16% de peso.

Sale de la cartera; tenia un 1.14% de peso.

Pasa del 4.00% al 2.49%.

Pasa del 2.74% al 1.50%.

Pasa del 4.57% al 3.47%.

Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. It operates through three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.

Pasa del 2.88% al 1.89%.

Pasa del 2.02% al 1.38%.

Pasa del 2.51% al 1.88%.

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA-based 5G products and derivatives; to use cellular standard-essential patents, including 3G, 4G and 5G for cellular devices. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. In addition, the company is also involved in Qualcomm government technologies and data center businesses. Further, it provides security and intelligence services for unmanaged networks through software-based network security solutions. QUALCOMM Incorporated was incorporated in 1985 and is headquartered in San Diego, California.

Pasa del 2.68% al 2.10%.

Rentokil Initial plc, together with its subsidiaries, provides route-based services in North America, Europe, the United Kingdom, Asia, the Middle East, North Africa, Turkey, and Pacific. The company offers a range of pest control services for rodents, and flying and crawling insects, as well as other forms of wildlife management. It provides hygiene services, including the provision and maintenance of products, such as soap and hand sanitizer dispensers, hand dryers, air care and purification, cubicle and surface sanitizers, feminine hygiene units, toilet paper dispensers, and floor protection mats. In addition, the company engages in the supply and laundering of garments for commercial organizations. Further, the company provides a range of specialist cleaning services, such as graffiti removal, deep cleaning of kitchens and washrooms, trauma cleaning, and flood or fire damage cleaning, as well as specialist deep cleaning services. Rentokil Initial plc was founded in 1903 and is headquartered in Crawley, the United Kingdom.

Pasa del 1.98% al 1.48%.

Pasa del 2.34% al 1.97%.

Pasa del 1.94% al 1.58%.

Pasa del 1.75% al 1.42%.

Pasa del 2.25% al 1.93%.

Pasa del 1.59% al 1.30%.

Pasa del 2.26% al 2.02%.

Pasa del 2.20% al 1.96%.