 NVIDIA CORPORATIONNVDA |
| 6.28% | 5.97% | $520.9M | 2.6M | $435.4M | 2.5M | +107,074+4.26% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 6.16% | 9.37% | $511.2M | 6.8M | $683.2M | 7.6M | -821,115-10.78% | Reduce |
 MICROSOFT CORPMSFT |
| 5.89% | 4.81% | $488.5M | 1.3M | $350.6M | 954,895 | +359,740+37.67% | Add |
 APPLE INCAAPL |
| 4.31% | 3.89% | $357.5M | 1.2M | $283.9M | 1.1M | +113,744+10.10% | Add |
 ALPHABET INCGOOGL |
| 3.61% | 2.9% | $299.3M | 845,464 | $211.4M | 742,821 | +102,643+13.82% | Add |
 AMAZON COM INCAMZN |
| 3.37% | 3.23% | $279.7M | 1.2M | $235.9M | 1.1M | +35,710+3.12% | Add |
 BROADCOM INCAVGO |
| 3.07% | 2.8% | $254.5M | 679,338 | $204.2M | 664,225 | +15,113+2.28% | Add |
 JPMORGAN CHASE & COJPM |
| 2.38% | 1.91% | $197.9M | 606,645 | $139.5M | 478,615 | +128,030+26.75% | Add |
 ELI LILLY & COLLY |
| 2.06% | 1.66% | $171.3M | 143,142 | $121.0M | 132,176 | +10,966+8.30% | Add |
 VISA INCV |
| 1.94% | 1.68% | $161.1M | 470,563 | $122.2M | 406,784 | +63,779+15.68% | Add |
 ASTRAZENECA PLCAZN |
| 1.83% | 2.62% | $151.6M | 810,732 | $190.8M | 984,608 | -173,876-17.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.63% | $148.9M | 421,116 | $118.9M | 415,468 | +5,648+1.36% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.46% | 1.18% | $120.8M | 252,666 | $86.3M | 255,969 | -3,303-1.29% | Reduce |
 META PLATFORMS INCMETA |
| 1.44% | 1.54% | $119.4M | 212,645 | $112.5M | 197,798 | +14,847+7.51% | Add |
| CCGI INCGIB |
| 1.34% | 1.71% | $111.3M | 1.7M | $124.5M | 1.7M | +14,845+0.87% | Add |
 APPLIED MATLS INCAMAT |
| 1.29% | 0.72% | $106.9M | 147,703 | $52.8M | 154,898 | -7,195-4.64% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.26% | 0.29% | $104.4M | 91,842 | $21.5M | 63,174 | +28,668+45.38% | Add |
 GE AEROSPACEGE |
| 1.23% | 1.1% | $101.9M | 272,636 | $80.2M | 282,781 | -10,145-3.59% | Reduce |
 FERRARI N V COMRACE |
| 1.17% | 1.53% | $97.5M | 278,699 | $111.8M | 355,097 | -76,398-21.51% | Reduce |
| CCRH PLCCRH |
| 1.04% | 0.91% | $86.6M | 829,603 | $66.2M | 671,361 | +158,242+23.57% | Add |
 COCA COLA COKO |
| 1.03% | 0.93% | $85.3M | 1.1M | $67.5M | 900,621 | +157,321+17.47% | Add |
 PALO ALTOPANW |
| 0.98% | 0.55% | $81.1M | 242,384 | $40.0M | 256,415 | -14,031-5.47% | Reduce |
 SERVICENOW INCNOW |
| 0.95% | 0.63% | $78.9M | 794,605 | $45.8M | 438,805 | +355,800+81.08% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.94% | 0.49% | $78.0M | 134,965 | $35.4M | 174,117 | -39,152-22.49% | Reduce |
 ABBVIE INCABBV |
| 0.92% | 0.58% | $76.5M | 303,838 | $42.1M | 193,380 | +110,458+57.12% | Add |
 AMPHENOL CORPAPH |
| 0.91% | 0.45% | $75.4M | 427,689 | $32.8M | 259,200 | +168,489+65.00% | Add |
 WALMART INCWMT |
| 0.88% | 1.07% | $73.2M | 651,544 | $78.1M | 633,485 | +18,059+2.85% | Add |
 EATON CORP PLCETN |
| 0.82% | 1.38% | $68.1M | 161,748 | $100.5M | 283,985 | -122,237-43.04% | Reduce |
 GE VERNOVA INCGEV |
| 0.82% | 0.87% | $68.0M | 57,855 | $63.7M | 73,030 | -15,175-20.78% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.8% | 0.69% | $66.6M | 129,643 | $50.0M | 100,191 | +29,452+29.40% | Add |
 QUANTA SVCS INCPWR |
| 0.79% | 0.7% | $65.4M | 90,778 | $51.0M | 92,919 | -2,141-2.30% | Reduce |
 LINDE PLCLIN |
| 0.74% | 0.83% | $61.5M | 119,122 | $60.5M | 123,437 | -4,315-3.50% | Reduce |
 CATERPILLAR INCCAT |
| 0.71% | 0.52% | $59.2M | 56,040 | $38.3M | 54,220 | +1,820+3.36% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.69% | 0.51% | $57.4M | 58,616 | $37.0M | 41,341 | +17,275+41.79% | Add |
| BBANK OF AMER CORPBAC |
| 0.66% | 0.59% | $54.7M | 961,048 | $42.7M | 879,666 | +81,382+9.25% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.66% | $53.9M | 53,306 | $47.9M | 56,576 | -3,270-5.78% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.64% | 0.63% | $53.2M | 157,634 | $46.1M | 153,863 | +3,771+2.45% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.62% | 0.76% | $51.5M | 103,203 | $55.3M | 113,485 | -10,282-9.06% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.62% | 0.57% | $51.4M | 118,568 | $41.6M | 194,794 | -76,226-39.13% | Reduce |
 NETFLIX INCNFLX |
| 0.62% | 0.81% | $51.4M | 720,653 | $58.9M | 621,225 | +99,428+16.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.06% | $50.5M | 198,681 | $4.4M | 18,204 | +180,477+991.41% | Add |
 NEWMONT CORPNEM |
| 0.61% | 0.66% | $50.3M | 537,747 | $48.4M | 448,860 | +88,887+19.80% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.61% | $49.6M | 53,335 | $44.6M | 44,997 | +8,338+18.53% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.57% | 0.47% | $47.5M | 176,575 | $34.5M | 149,670 | +26,905+17.98% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 0.55% | 0.73% | $45.3M | 291,666 | $53.0M | 261,835 | +29,831+11.39% | Add |
 ANALOG DEVICES INC COMADI |
| 0.51% | 0.45% | $42.7M | 107,575 | $32.5M | 102,054 | +5,521+5.41% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.5% | 0.77% | $41.9M | 105,842 | $56.3M | 123,220 | -17,378-14.10% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.49% | 0.39% | $40.6M | 464,927 | $28.7M | 311,219 | +153,708+49.39% | Add |
| JJANUS HENDERSON GROUP PLC |
| 0.46% | 0.01% | $37.9M | 730,188 | $575,344 | 11,200 | +718,988+6,419.54% | Add |
 AMETEK INC COMAME |
| 0.45% | 0.39% | $37.4M | 154,326 | $28.6M | 133,546 | +20,780+15.56% | Add |
