| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.46% | 2.08% | $2.23B | 3.0M | $1.62B | 2.5M | +491,900+19.70% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.92% | 0.96% | $1.74B | 6.4M | $751.9M | 8.0M | -1.6M-20.23% | Reduce |
 AMAZON COM INCAMZN |
| 1.37% | 1.5% | $1.24B | 5.2M | $1.17B | 5.6M | -420,368-7.48% | Reduce |
 ASML HLDG NVASML |
| 1.32% | 1.01% | $1.20B | 600,761 | $787.4M | 596,126 | +4,635+0.78% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.1% | 0.5% | $1.00B | 1.7M | $390.8M | 1.9M | -197,920-10.30% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.1% | 0.47% | $997.2M | 863,883 | $367.5M | 1.1M | -223,974-20.59% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.06% | 0.52% | $964.2M | 6.6M | $406.4M | 2.8M | +3.8M+133.71% | Add |
 ARISTA NETWORKS INCANET |
| 1.01% | 1.07% | $915.5M | 5.4M | $837.0M | 6.8M | -1.4M-20.95% | Reduce |
| MMKS INC.MKSI |
| 0.98% | 0.47% | $890.2M | 2.0M | $370.3M | 1.6M | +389,912+24.20% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.94% | 0.35% | $854.6M | 885,614 | $271.5M | 692,978 | +192,636+27.80% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.9% | 0.11% | $819.7M | 3.2M | $88.1M | 584,400 | +2.6M+451.14% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.88% | 0.85% | $800.4M | 1.7M | $665.6M | 2.0M | -293,510-14.90% | Reduce |
 ORACLE CORPORCL |
| 0.76% | 0.39% | $686.1M | 4.7M | $304.4M | 2.1M | +2.6M+126.24% | Add |
 RTX CORPORATIONRTX |
| 0.74% | 0.51% | $667.1M | 3.5M | $399.1M | 2.1M | +1.4M+69.94% | Add |
 BROADCOM INCAVGO |
| 0.71% | 0.98% | $643.0M | 1.7M | $761.6M | 2.5M | -758,528-30.83% | Reduce |
| IISHARES RUSSELLIWM |
| 0.67% | 0.39% | $606.6M | 2.0M | $306.7M | 1.2M | +782,526+63.28% | Add |
 APPLIED MATLS INCAMAT |
| 0.61% | 0.82% | $556.2M | 769,284 | $643.5M | 1.9M | -1.1M-59.14% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.18% | $548.9M | 2.2M | $140.3M | 573,900 | +1.6M+276.62% | Add |
 INTEL CORPINTC |
| 0.6% | 0.27% | $546.4M | 3.9M | $212.1M | 4.8M | -894,019-18.60% | Reduce |
 META PLATFORMS INCMETA |
| 0.57% | 0.87% | $520.8M | 924,633 | $677.1M | 1.2M | -258,821-21.87% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.57% | 0.44% | $515.0M | 2.6M | $340.9M | 1.9M | +698,277+37.37% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.53% | 0.37% | $478.1M | 8.3M | $288.2M | 5.0M | +3.3M+65.30% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.51% | 0.27% | $464.2M | 1.1M | $208.3M | 769,689 | +347,066+45.09% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 0.51% | 0.03% | $463.0M | 14.1M | $26.6M | 1.0M | +13.1M+1,301.09% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.51% | 0.82% | $460.8M | 1.0M | $638.1M | 1.3M | -312,175-23.72% | Reduce |
 HOME DEPOT INCHD |
| 0.49% | 0.56% | $440.4M | 1.2M | $440.7M | 1.3M | -91,472-6.83% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.48% | 0.02% | $439.4M | 1.5M | $17.1M | 88,300 | +1.4M+1,569.41% | Add |
 COUPANG INC CLASS ACPNG |
| 0.48% | 0.2% | $432.2M | 24.9M | $158.8M | 8.4M | +16.5M+195.85% | Add |
 BLOCK INCXYZ |
| 0.46% | 0.54% | $418.3M | 5.5M | $420.5M | 7.0M | -1.5M-21.24% | Reduce |
 VISA INCV |
| 0.46% | 0.33% | $418.2M | 1.2M | $254.0M | 840,233 | +378,609+45.06% | Add |
| SSANDISK CORP COMSNDK |
| 0.45% | 0.53% | $411.5M | 180,992 | $414.5M | 652,408 | -471,416-72.26% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 0.44% | 0.43% | $394.8M | 2.8M | $333.9M | 2.2M | +612,582+27.52% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.41% | 0.46% | $373.3M | 188,327 | $360.7M | 261,532 | -73,205-27.99% | Reduce |
| OONTO INNOVATION INCONTO |
| 0.41% | 0.32% | $367.9M | 972,161 | $246.8M | 1.2M | -231,497-19.23% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.4% | 0.28% | $367.0M | 6.8M | $221.4M | 4.5M | +2.4M+52.67% | Add |
| BBANK OF AMER CORPBAC |
| 0.37% | 0.35% | $332.9M | 5.8M | $275.5M | 5.7M | +189,749+3.36% | Add |
 AMER SPORTS INC COM SHSAS |
| 0.37% | 0.42% | $331.4M | 9.8M | $326.3M | 9.9M | -119,715-1.21% | Reduce |
 EQUINIX INCEQIX |
| 0.36% | 0.67% | $328.7M | 315,371 | $524.2M | 534,800 | -219,429-41.03% | Reduce |
 ALPHABET INCGOOGL |
| 0.35% | 0.42% | $321.7M | 900,265 | $329.2M | 1.1M | -244,455-21.36% | Reduce |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.34% | 0.49% | $312.8M | 2.6M | $381.0M | 3.3M | -671,656-20.25% | Reduce |
 NEWS CORP NEWNWSA |
| 0.34% | 0.52% | $304.2M | 12.3M | $402.3M | 16.1M | -3.9M-24.08% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 0.34% | 0.29% | $303.9M | 6.3M | $223.5M | 3.4M | +2.8M+81.98% | Add |
 PPL CORP COMPPL |
| 0.33% | 0.28% | $303.7M | 8.4M | $216.2M | 5.7M | +2.7M+47.63% | Add |
| SSEA LTD SPONSORD ADSSE |
| 0.33% | 0.22% | $302.3M | 3.2M | $170.9M | 2.1M | +1.1M+52.88% | Add |
 TESLA INCTSLA |
| 0.32% | 0.2% | $288.4M | 685,700 | $159.0M | 427,800 | +257,900+60.29% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.32% | 1.93% | $288.2M | 1.4M | $1.50B | 8.6M | -7.2M-83.28% | Reduce |
 PALO ALTOPANW |
| 0.31% | 0.17% | $279.9M | 820,840 | $136.5M | 851,340 | -30,500-3.58% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.3% | 0.07% | $276.2M | 537,855 | $54.5M | 109,154 | +428,701+392.75% | Add |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 0.3% | 0.04% | $270.3M | 5.0M | $32.0M | 1.8M | +3.2M+182.62% | Add |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.3% | 0.23% | $269.9M | 9.4M | $182.3M | 7.0M | +2.4M+34.13% | Add |
