 KLA CORPKLAC |
| 2.35% | 1.72% | $57.8M | 191,464 | $41.1M | 27,920 | +163,544+585.76% | Add |
 APPLIED MATLS INCAMAT |
| 2.14% | 1.57% | $52.7M | 72,843 | $37.5M | 109,617 | -36,774-33.55% | Reduce |
 AMPHENOL CORPAPH |
| 1.97% | 1.61% | $48.6M | 275,725 | $38.6M | 305,160 | -29,435-9.65% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.9% | 1.38% | $46.9M | 108,197 | $33.1M | 154,744 | -46,547-30.08% | Reduce |
 ALPHABET INCGOOGL |
| 1.88% | 1.77% | $46.3M | 129,437 | $42.3M | 147,113 | -17,676-12.02% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.74% | 1.48% | $42.9M | 252,781 | $35.4M | 288,482 | -35,701-12.38% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.66% | 1.35% | $40.9M | 82,553 | $32.3M | 90,125 | -7,572-8.40% | Reduce |
 APPLE INCAAPL |
| 1.66% | 1.68% | $40.8M | 140,868 | $40.2M | 158,501 | -17,633-11.12% | Reduce |
 JABIL INCJBL |
| 1.64% | 1.7% | $40.4M | 104,882 | $40.7M | 153,038 | -48,156-31.47% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.6% | 1.7% | $39.5M | 19,928 | $40.5M | 29,374 | -9,446-32.16% | Reduce |
 WW GRAINGER INCGWW |
| 1.6% | 1.45% | $39.4M | 28,956 | $34.6M | 31,728 | -2,772-8.74% | Reduce |
 BROADCOM INCAVGO |
| 1.6% | 1.7% | $39.3M | 104,104 | $40.6M | 131,039 | -26,935-20.55% | Reduce |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 1.57% | 1.36% | $38.6M | 228,970 | $32.5M | 246,377 | -17,407-7.07% | Reduce |
 CARDINAL HEALTH INCCAH |
| 1.56% | 1.54% | $38.5M | 162,184 | $36.8M | 174,115 | -11,931-6.85% | Reduce |
 AMAZON COM INCAMZN |
| 1.46% | 1.47% | $36.0M | 151,023 | $35.2M | 168,976 | -17,953-10.62% | Reduce |
 ABBVIE INCABBV |
| 1.46% | 1.39% | $36.0M | 143,026 | $33.3M | 153,106 | -10,080-6.58% | Reduce |
 HALOZYME THERAPEUTICS INCHALO |
| 1.42% | 1.28% | $35.0M | 447,242 | $30.5M | 471,499 | -24,257-5.14% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 1.37% | — | $33.7M | 68,652 | $0 | 0 | +68,652 | New Buy |
 CDW CORPCDW |
| 1.36% | — | $33.6M | 238,981 | $0 | 0 | +238,981 | New Buy |
 JONES LANG LASALLE INCJLL |
| 1.33% | 1.44% | $32.8M | 105,932 | $34.4M | 113,197 | -7,265-6.42% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.32% | 1.12% | $32.6M | 63,304 | $26.8M | 67,455 | -4,151-6.15% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.32% | 1.04% | $32.4M | 95,824 | $24.9M | 82,229 | +13,595+16.53% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.31% | 1.01% | $32.4M | 87,322 | $24.0M | 73,501 | +13,821+18.80% | Add |
 VISA INCV |
| 1.31% | 1.27% | $32.3M | 94,170 | $30.5M | 100,788 | -6,618-6.57% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 1.31% | 1.51% | $32.2M | 77,457 | $36.0M | 82,887 | -5,430-6.55% | Reduce |
| DDYNATRACE INCDT |
| 1.31% | 1.09% | $32.1M | 732,106 | $26.1M | 705,543 | +26,563+3.76% | Add |
 TAPESTRY INCTPR |
| 1.3% | 1.38% | $32.1M | 219,111 | $33.0M | 233,775 | -14,664-6.27% | Reduce |
 EMCOR GROUP INCEME |
| 1.3% | 1.63% | $32.0M | 38,566 | $39.0M | 52,800 | -14,234-26.96% | Reduce |
 GE VERNOVA INCGEV |
| 1.29% | — | $31.8M | 27,089 | $0 | 0 | +27,089 | New Buy |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.29% | 0.99% | $31.8M | 1.1M | $23.7M | 916,677 | +194,638+21.23% | Add |
 AMGEN INC COMAMGN |
| 1.28% | 1.36% | $31.6M | 87,346 | $32.4M | 92,224 | -4,878-5.29% | Reduce |
 MICROSOFT CORPMSFT |
| 1.28% | 1.39% | $31.4M | 84,286 | $33.3M | 90,010 | -5,724-6.36% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.26% | 1.49% | $31.0M | 33,174 | $35.6M | 35,719 | -2,545-7.13% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.24% | 1.36% | $30.6M | 331,894 | $32.4M | 344,535 | -12,641-3.67% | Reduce |
 ILLINOIS TOOLITW |
| 1.24% | 1% | $30.5M | 112,797 | $23.9M | 91,759 | +21,038+22.93% | Add |
 META PLATFORMS INCMETA |
| 1.24% | 1.38% | $30.5M | 54,086 | $32.9M | 57,492 | -3,406-5.92% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.24% | 1.32% | $30.4M | 59,271 | $31.4M | 62,888 | -3,617-5.75% | Reduce |
 TJX COS INC NEWTJX |
| 1.2% | 1.4% | $29.6M | 195,530 | $33.4M | 209,276 | -13,746-6.57% | Reduce |
| NNRG ENERGY INCNRG |
| 1.18% | 1.06% | $29.1M | 199,447 | $25.3M | 172,858 | +26,589+15.38% | Add |
 HERSHEY CO COMHSY |
| 1.18% | 1.55% | $29.0M | 165,316 | $37.0M | 178,048 | -12,732-7.15% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.17% | 0.01% | $28.9M | 144,325 | $287,411 | 1,648 | +142,677+8,657.58% | Add |
 MCKESSON CORP COMMCK |
| 1.15% | 1.36% | $28.3M | 37,423 | $32.4M | 37,488 | -65-0.17% | Reduce |
 LOWES COS INC COMLOW |
| 1.14% | 1.31% | $28.1M | 127,669 | $31.3M | 132,538 | -4,869-3.67% | Reduce |
 MOODYS CORPMCO |
| 1.13% | 1.12% | $27.9M | 61,696 | $26.8M | 61,486 | +210+0.34% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.11% | 1.18% | $27.3M | 378,423 | $28.1M | 390,741 | -12,318-3.15% | Reduce |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1.1% | 0.94% | $27.0M | 228,301 | $22.4M | 200,696 | +27,605+13.75% | Add |
 UNION PAC CORPUNP |
| 1.04% | 0.01% | $25.7M | 94,444 | $297,840 | 1,228 | +93,216+7,590.88% | Add |
 NETFLIX INCNFLX |
| 0.99% | 1.44% | $24.4M | 341,784 | $34.4M | 358,087 | -16,303-4.55% | Reduce |
| PPTC INC COMPTC |
| 0.87% | 1.17% | $21.5M | 188,984 | $28.0M | 196,826 | -7,842-3.98% | Reduce |
 TRADEWEB MKTS INCTW |
| 0.86% | 1.35% | $21.1M | 211,794 | $32.2M | 273,837 | -62,043-22.66% | Reduce |
