 NVIDIA CORPORATIONNVDA |
| 10.91% | 10.87% | $500.2M | 2.7M | $453.6M | 2.6M | +76,592+2.96% | Add |
 MICROSOFT CORPMSFT |
| 10.28% | 9.28% | $470.9M | 1.1M | $387.1M | 1.0M | +27,636+2.64% | Add |
 AMAZON COM INCAMZN |
| 8.06% | 7.98% | $369.5M | 1.6M | $332.8M | 1.6M | +21,821+1.37% | Add |
 APPLE INCAAPL |
| 6.38% | 6.27% | $292.5M | 1.1M | $261.6M | 1.0M | +32,800+3.19% | Add |
| AAlphabet Inc Class CGOOG |
| 5.62% | 5.33% | $257.7M | 814,120 | $222.2M | 761,900 | +52,220+6.85% | Add |
 ALPHABET INCGOOGL |
| 4.75% | 4.45% | $217.5M | 655,999 | $185.6M | 642,863 | +13,136+2.04% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 4.03% | 4.77% | $184.5M | 211,117 | $199.2M | 199,341 | +11,776+5.91% | Add |
 VISA INCV |
| 3.59% | 3.49% | $164.6M | 480,885 | $145.4M | 482,059 | -1,174-0.24% | Reduce |
 WALMART INCWMT |
| 3.07% | 3.65% | $140.6M | 1.3M | $152.1M | 1.2M | +60,968+5.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.35% | 2.92% | $107.9M | 293,899 | $121.6M | 356,026 | -62,127-17.45% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.76% | 0.46% | $80.7M | 70,284 | $19.4M | 57,818 | +12,466+21.56% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.69% | 1.65% | $77.3M | 147,317 | $68.7M | 148,774 | -1,457-0.98% | Reduce |
 KLA CORPKLAC |
| 1.61% | 1.47% | $73.7M | 219,475 | $61.5M | 41,197 | +178,278+432.75% | Add |
 BROADCOM INCAVGO |
| 1.5% | 1.78% | $68.7M | 189,569 | $74.2M | 237,237 | -47,668-20.09% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.36% | 0.57% | $62.5M | 107,932 | $23.6M | 116,342 | -8,410-7.23% | Reduce |
 PALO ALTOPANW |
| 1.35% | 0.96% | $61.9M | 322,533 | $39.9M | 246,286 | +76,247+30.96% | Add |
 STRYKER CORPORATIONSYK |
| 1.34% | 1.41% | $61.4M | 183,559 | $58.8M | 177,916 | +5,643+3.17% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.26% | 1.45% | $57.9M | 645,504 | $60.6M | 655,952 | -10,448-1.59% | Reduce |
 ELI LILLY & COLLY |
| 1.2% | 1.04% | $55.0M | 49,374 | $43.2M | 46,321 | +3,053+6.59% | Add |
 JPMORGAN CHASE & COJPM |
| 1.02% | 0.42% | $46.8M | 142,029 | $17.5M | 59,559 | +82,470+138.47% | Add |
 HOME DEPOT INCHD |
| 0.97% | 0.84% | $44.5M | 131,121 | $34.9M | 106,121 | +25,000+23.56% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.95% | 1.05% | $43.6M | 112,248 | $43.7M | 100,712 | +11,536+11.45% | Add |
 SYNOPSYS INCSNPS |
| 0.9% | 0.7% | $41.4M | 91,809 | $29.3M | 73,972 | +17,837+24.11% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.87% | 1.22% | $39.8M | 186,092 | $51.1M | 217,878 | -31,786-14.59% | Reduce |
 DEERE & CODE |
| 0.87% | 0.99% | $39.8M | 74,256 | $41.5M | 73,288 | +968+1.32% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.86% | 1.2% | $39.3M | 914,874 | $50.2M | 798,907 | +115,967+14.52% | Add |
 EATON CORP PLCETN |
| 0.85% | 1.63% | $39.0M | 92,830 | $67.9M | 187,993 | -95,163-50.62% | Reduce |
 GE VERNOVA INCGEV |
| 0.82% | 0.38% | $37.4M | 36,005 | $15.7M | 17,590 | +18,415+104.69% | Add |
| CCRH PLCCRH |
| 0.8% | 2.22% | $36.5M | 340,728 | $92.5M | 881,422 | -540,694-61.34% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.78% | 0.45% | $35.9M | 169,154 | $18.8M | 124,314 | +44,840+36.07% | Add |
 LINDE PLCLIN |
| 0.78% | 1.6% | $35.7M | 68,794 | $66.7M | 134,380 | -65,586-48.81% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.73% | 0.68% | $33.5M | 157,770 | $28.3M | 149,597 | +8,173+5.46% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.72% | 0.64% | $32.9M | 60,316 | $26.7M | 54,181 | +6,135+11.32% | Add |
 ARISTA NETWORKS INCANET |
| 0.69% | 0.53% | $31.6M | 213,689 | $22.2M | 175,744 | +37,945+21.59% | Add |
 MCDONALDS CORPMCD |
| 0.63% | 0.76% | $28.8M | 101,980 | $31.7M | 102,778 | -798-0.78% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.57% | 2.55% | $26.2M | 53,848 | $106.4M | 252,018 | -198,170-78.63% | Reduce |
 MP MATERIALS CORPMP |
| 0.49% | 0.48% | $22.7M | 404,590 | $19.8M | 414,013 | -9,423-2.28% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.42% | 0.49% | $19.1M | 90,610 | $20.5M | 84,178 | +6,432+7.64% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.41% | — | $18.8M | 21,877 | $0 | 0 | +21,877 | New Buy |
| VVANGUARD WORLD FDVDC |
| 0.38% | 0.03% | $17.6M | 136,718 | $1.3M | 5,922 | +130,796+2,208.65% | Add |
 CANADIAN NATL RY COCNI |
| 0.36% | 0.35% | $16.4M | 153,915 | $14.6M | 140,699 | +13,216+9.39% | Add |
 WABTECWAB |
| 0.34% | 0.06% | $15.4M | 57,342 | $2.4M | 9,630 | +47,712+495.45% | Add |
 SALESFORCE INCCRM |
| 0.33% | 0.13% | $15.2M | 65,743 | $5.4M | 29,720 | +36,023+121.21% | Add |
 INGERSOLL RAND INC COMIR |
| 0.33% | 0.34% | $15.1M | 186,777 | $14.2M | 176,940 | +9,837+5.56% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.32% | 0.3% | $14.5M | 167,819 | $12.3M | 156,749 | +11,070+7.06% | Add |
 EXXON MOBIL CORPXOM |
| 0.28% | 0.43% | $12.8M | 107,722 | $18.1M | 112,686 | -4,964-4.41% | Reduce |
 ZOETIS INC CL AZTS |
| 0.28% | 0.43% | $12.6M | 175,454 | $18.1M | 153,006 | +22,448+14.67% | Add |
 AMERICAN EXPRESS COAXP |
| 0.26% | 0.11% | $12.0M | 34,002 | $4.7M | 15,545 | +18,457+118.73% | Add |
 ASTRAZENECA PLCAZN |
| 0.26% | 0.29% | $11.9M | 63,714 | $12.1M | 62,182 | +1,532+2.46% | Add |
 FERRARI N V COMRACE |
| 0.23% | 0.96% | $10.7M | 28,869 | $40.0M | 119,189 | -90,320-75.78% | Reduce |
