MM GLOBAL, FI

Entra en la cartera con un 2.30% de peso.

Engie SA engages in renewables and decentralized and low-carbon energy networks in France, Europe, North America, Asia, the Middle East, Oceania, South America, Africa, and internationally. The Renewables & Flex Power segment comprises renewable energy generation activities, including financing, construction, operation, and maintenance of renewable energy, such as hydroelectric, onshore wind, photovoltaic solar, biomass, offshore wind, geothermal, and battery storage. It also offers flexible thermal generation and electricity, pumping, and battery storage facilities; solutions for decarbonizing industry with low-carbon hydrogen; and operation of desalination plants. The Networks segment comprises the gas and power infrastructure activities, including the management and development of gas and electricity transportation networks and natural gas distribution networks in and outside of Europe, natural gas underground storage, and regasification infrastructure. The Local Energy Infrastructures provides the construction and management of decentralized energy networks, including heating and cooling networks, distributed power generation plants, distributed solar power parks, low-carbon mobility, low-carbon cities and public lighting, energy efficiency, technical maintenance, and sustainable development consulting. The Supply & Energy Management segment optimizes the Group's energy assets, manages market and portfolio risks, and supplies natural gas, green and low-carbon gas, and electricity to residential, business, industrial customers, develops green energy contracts, and digital consumption management. The Other segment manages nuclear power production and holds drawing rights, focusing on operational management, safety, and decommissioning. It offers renewable electricity, green gas, energy management. The company was formerly known as GDF SUEZ S.A. and changed its name to Engie SA in April 2015. Engie SA was founded in 1880 and is based in La Garenne-Colombes, France.

Pasa del 7.62% al 12.62%.

Pasa del 3.95% al 6.65%.

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other enterprise services. The Other Bets segment sells transportation and internet services. Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California.

Pasa del 2.58% al 3.55%.

LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide. It offers wine and spirit products under the Ao Yun, Ardbeg, Armand de Brignac, Belvedere, Bodega Numanthia, Chandon, Cheval des Andes, Château Cheval Blanc, Château Galoupet, Château d'Yquem, Château d'Esclans, Cloudy Bay, Colgin Cellars, Dom Pérignon, Domaine des Lambrays, Eminente, Glenmorangie, Hennessy, Joseph Phelps, Krug, Mercier, Minuty, Moët & Chandon, Newton Vineyard, Ruinart, SirDavis, Terrazas de los Andes, Veuve Clicquot, Volcan de mi Tierra, and Woodinville brands; fashion and leather products under Barton Perreira,Berluti, Celine, Christian Dior, Fendi, Givenchy, Kenzo, Loewe, Loro Piana, Louis Vuitton, Marc Jacobs, Moynat, Patou, Pucci, Rimowa, and Vuarnet brands; and perfumes and cosmetics products under the Acqua di Parma, Benefit Cosmetics, Fenty Beauty by Rihanna, Fresh, Givenchy Parfums, Guerlain, Kenzo Parfums, Loewe Perfumes, Maison Francis Kurkdjian, Make Up For Ever, OLEHENRIKSEN, Officine Universelle Buly, and Parfums Christian Dior brands. The company also provides watches and jewelry under the Bvlgari, Chaumet, DANIEL ROTH, Fred, Gérald Genta, Hublot, L'Epée 1839, Repossi, TAG Heuer, Tiffany & Co., and Zenith brands; and selective retailing under the 24S, DFS, La Grande Épicerie de Paris, Le Bon Marché Rive Gauche, Samaritaine, and Sephora brands. In addition, it offers french business and cultural publications under the Les Echos group brand; custom-designed yachts under the Feadship brand; hotels under the Cheval Blanc and Belmond brands; and other activities under the Connaissance des Arts, Cova, Investir, Jardin d'Acclimatation, Le Parisien, Paris Match, and Radio Classique brands. LVMH Moët Hennessy - Louis Vuitton, Société Européenne was founded in 1365 and is headquartered in Paris, France.

Pasa del 3.28% al 3.96%.

Industria de Diseño Textil, S.A., together with its subsidiaries, engages in the retail and online distribution of clothing, footwear, accessories, and household products in Spain, rest of Europe, the Americas, Asia, and internationally. The company sells its products under the Zara, Pull&Bear, Massimo Dutti, Bershka, Stradivarius, Oysho, Lefties, and Zara Home. It is also involved in the textile manufacturing, logistics, design, insurance, construction, buyer activities, and real estate businesses, as well as provides financial services. Industria de Diseño Textil, S.A. was founded in 1963 and is headquartered in Corunna, Spain.

Pasa del 2.49% al 3.13%.

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple Vision Pro, Apple TV, Apple Watch, Beats products, and HomePod, as well as Apple branded and third-party accessories. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allows customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV, which offers original content and live sports; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers and resellers. The company was formerly known as Apple Computer, Inc. and changed its name to Apple Inc. in January 2007. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.

Pasa del 2.17% al 2.63%.

Repsol, S.A. operates as a multi-energy company in Spain, Peru, the United States, Portugal, and internationally. The Upstream segment engages in the exploration, development, and production of crude oil and natural gas reserves; and development of low-carbon geological solutions. Its Industrial segment is involved in oil refining; trading, transport, and wholesale of crude oil, natural gas, and fuels; and activities related to hydrogen, sustainable biofuels, and synthetic fuels. The Customer segment engages in the mobility/gas station business; and sale of electricity and gas, lubricants, and other products, as well as fuel products, such as gasoline, diesel, aviation kerosene, liquefied petroleum gas, and biofuels. Its Low-Carbon Generation segment is involved in electricity generation from hydroelectric, wind, and photovoltaic sources. The company also engages in financial services; sector studies; human resources and shared services; decarbonization; carbon dioxide capture and pyrolysis HUB pilot plants; development of production processes, storage, transport, use, consumption, and transformation of hydrogen; promotion, design, construction, and operation of molecular recycling facilities; and production of chemical and petrochemical products. In addition, it is involved in waste management; construction and operation of oil refinery; research; electricity distribution; maritime transport and inland waterways; LNG regasification; investment in liquefaction plant; safety; electric vehicle charging points; customer and oil product marketing management; payment management at gas stations; development of greenfield and new energy projects; and insurance and reinsurance activities. Further, the company offers various apps and tools, such as Waylet, Vivit, and WiBLE; and asphalt products. The company was formerly known as Repsol YPF, S.A. and changed its name to Repsol, S.A. in May 2012. Repsol, S.A. was founded in 1927 and is headquartered in Madrid, Spain.

Pasa del 3.51% al 3.87%.

Iberdrola, S.A. engages in the generation, production, transmission, distribution, and supply of electricity in Spain, the United Kingdom, the United States, Mexico, Brazil, Germany, France, and Australia. It generates electricity from renewable sources, such as onshore and offshore wind, photovoltaic, hydro, other energy sources, conventional nuclear, and combined cycle plants, as well as through batteries. The company is involved in the purchase and sale of electricity and gas on wholesale markets; energy retail supply activities, such as gas and electricity, and other products and services, including hydrogen, as well as non-renewable generation; and production of green hydrogen. It has a total installed capacity of 46,177 MW. In addition, the company offers heat pumps, self-consumption, solar, electric mobility, solar, etc. services to residential customers; and management of energy facilities, as well as supplies green H2, industrial heat, etc. to industrial customers. Iberdrola, S.A. was founded in 1840 and is headquartered in Bilbao, Spain.

Pasa del 0.48% al 0.82%.

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other enterprise services. The Other Bets segment sells transportation and internet services. Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California.

Pasa del 2.65% al 2.98%.

NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

Pasa del 2.74% al 2.97%.

Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CDK4/6); Promacta/Revolade to treat immune thrombocytopenia (ITP), thrombocytopenia, and patients with severe aplastic anemia (SAA); Tafinlar+Mekinist, an oral combination therapy to treat patients with certain types of cancers; and Jakavi for the treatment of myelofibrosis, polycythemia vera, and acute or chronic graftversushost disease (GvHD). It also provides Tasigna to treat philadelphia chromosomepositive chronic myeloid leukemia in the chronic and/or accelerated phase; Xolair for the treatment of allergic asthma and nasal polyps or severe chronic rhinosi nusitis with nasal polyps; Ilaris to treat fever syndromes, Still's disease, and acute gouty arthritis; Pluvicto to treat prostatespecific membrane anti genpositive metastatic castrationresistant prostate cancer; Sandostatin SC and Sandostatin LAR to treat acromegaly carcinoid tumors and other types of functional gastro intestinal and pancreatic neuroendocrine tumors; Zolgensma for the treatment of genetic root cause of spinal muscular atrophy; Lucentis; Leqvio to reduce LDL cholesterol; Lutathera; Scemblix; and Fabhalta. The company focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology. It has a license and collaboration agreement with Alnylam Pharmaceuticals, Inc. to develop, manufacture, and commercialize Leqvio (inclisiran), a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.

Pasa del 1.70% al 1.93%.

Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds. It also offers other value-added services, including brokered truckload, expedited transportation, and other logistics services. As of December 31, 2025, it operated 213 owned and leased terminals; and owned approximately 7,700 tractors and 26,500 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2002. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.