 NVIDIA CORPORATIONNVDA |
| 7.78% | 6.33% | $897.8M | 4.5M | $485.5M | 2.8M | +1.7M+61.16% | Add |
 MICROSOFT CORPMSFT |
| 5.27% | 4.69% | $608.1M | 1.6M | $359.8M | 971,990 | +658,297+67.73% | Add |
 APPLE INCAAPL |
| 5.12% | 5.07% | $591.1M | 2.0M | $388.8M | 1.5M | +510,864+33.35% | Add |
 AMAZON COM INCAMZN |
| 3.28% | 3.98% | $378.5M | 1.6M | $305.4M | 1.5M | +121,764+8.30% | Add |
 BROADCOM INCAVGO |
| 3.16% | 2.64% | $365.0M | 966,145 | $202.3M | 653,771 | +312,374+47.78% | Add |
 APPLIED MATLS INCAMAT |
| 2.62% | 1.95% | $302.7M | 418,651 | $149.8M | 438,392 | -19,741-4.50% | Reduce |
 ALPHABET INCGOOGL |
| 2.61% | 3.33% | $301.4M | 843,394 | $255.9M | 889,769 | -46,375-5.21% | Reduce |
 ELI LILLY & COLLY |
| 2.42% | 2.03% | $279.2M | 232,754 | $155.6M | 169,151 | +63,603+37.60% | Add |
 LINDE PLCLIN |
| 1.74% | 1.26% | $200.3M | 385,968 | $96.7M | 195,108 | +190,860+97.82% | Add |
| BBANK OF AMER CORPBAC |
| 1.7% | 1.03% | $196.4M | 3.4M | $78.7M | 1.6M | +1.8M+113.44% | Add |
 VISA INCV |
| 1.65% | 0.94% | $190.3M | 554,740 | $71.9M | 237,759 | +316,981+133.32% | Add |
 PALO ALTOPANW |
| 1.61% | 0.78% | $185.5M | 543,970 | $60.0M | 374,445 | +169,525+45.27% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.57% | 0.95% | $180.8M | 311,262 | $72.8M | 358,018 | -46,756-13.06% | Reduce |
 ABBVIE INCABBV |
| 1.42% | 0.67% | $163.3M | 649,098 | $51.6M | 237,318 | +411,780+173.51% | Add |
 S&P GLOBAL INCSPGI |
| 1.39% | 1.17% | $160.9M | 395,201 | $90.0M | 211,509 | +183,692+86.85% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.3% | 0.93% | $149.9M | 305,286 | $71.4M | 171,433 | +133,853+78.08% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.24% | 1.79% | $143.4M | 300,346 | $137.4M | 406,645 | -106,299-26.14% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.13% | 0.87% | $130.5M | 414,338 | $66.9M | 203,567 | +210,771+103.54% | Add |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.24% | $125.4M | 383,145 | $95.0M | 323,111 | +60,034+18.58% | Add |
 GE VERNOVA INCGEV |
| 1.01% | 0.66% | $117.0M | 99,554 | $50.9M | 58,354 | +41,200+70.60% | Add |
 KLA CORPKLAC |
| 0.96% | 0.85% | $110.3M | 365,654 | $65.3M | 44,371 | +321,283+724.08% | Add |
 NETFLIX INCNFLX |
| 0.95% | 0.92% | $109.5M | 1.5M | $70.2M | 730,610 | +803,118+109.92% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.9% | 0.53% | $104.2M | 1.1M | $40.6M | 439,649 | +691,613+157.31% | Add |
 XYLEM INCXYL |
| 0.88% | 0.58% | $101.0M | 854,445 | $44.3M | 370,627 | +483,818+130.54% | Add |
 META PLATFORMS INCMETA |
| 0.87% | 1.09% | $100.9M | 179,145 | $83.5M | 145,873 | +33,272+22.81% | Add |
 EQUINIX INCEQIX |
| 0.86% | 0.35% | $98.9M | 94,920 | $26.6M | 27,131 | +67,789+249.86% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.85% | 0.33% | $98.6M | 85,455 | $25.0M | 73,934 | +11,521+15.58% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.82% | 1.15% | $94.8M | 184,520 | $88.3M | 176,691 | +7,829+4.43% | Add |
 QUANTA SVCS INCPWR |
| 0.77% | 0.34% | $89.0M | 123,545 | $26.0M | 47,353 | +76,192+160.90% | Add |
 TJX COS INC NEWTJX |
| 0.76% | 0.29% | $87.4M | 576,977 | $22.2M | 139,288 | +437,689+314.23% | Add |
 TESLA INCTSLA |
| 0.7% | 0.77% | $81.3M | 193,269 | $59.1M | 158,846 | +34,423+21.67% | Add |
 DEERE & CODE |
| 0.67% | 1.09% | $77.7M | 122,533 | $84.0M | 149,148 | -26,615-17.84% | Reduce |
 WASTE MGMT INC DELWM |
| 0.64% | 1.1% | $74.0M | 331,967 | $84.7M | 368,455 | -36,488-9.90% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.59% | 0.52% | $68.7M | 270,314 | $40.2M | 164,373 | +105,941+64.45% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.59% | 0.8% | $68.6M | 73,333 | $61.4M | 61,585 | +11,748+19.08% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.55% | 0.77% | $63.3M | 126,330 | $58.9M | 119,822 | +6,508+5.43% | Add |
 HOME DEPOT INCHD |
| 0.53% | 0.9% | $61.1M | 173,155 | $69.4M | 210,950 | -37,795-17.92% | Reduce |
 WW GRAINGER INCGWW |
| 0.53% | 0.72% | $61.0M | 44,835 | $55.6M | 50,988 | -6,153-12.07% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.52% | 0.74% | $60.5M | 412,353 | $56.7M | 392,777 | +19,576+4.98% | Add |
 EXXON MOBIL CORPXOM |
| 0.51% | 0.67% | $59.1M | 432,463 | $51.3M | 302,580 | +129,883+42.93% | Add |
 LAM RESEARCH CORPLRCX |
| 0.51% | 0.35% | $58.4M | 134,707 | $26.7M | 124,804 | +9,903+7.93% | Add |
 VEEVA SYS INCVEEV |
| 0.49% | 0.21% | $56.8M | 320,121 | $15.8M | 89,729 | +230,392+256.76% | Add |
 DANAHER CORP DEL COMDHR |
| 0.49% | 0.85% | $56.6M | 297,041 | $65.2M | 343,655 | -46,614-13.56% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.48% | 0.18% | $56.0M | 479,823 | $13.7M | 93,835 | +385,988+411.35% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.46% | 0.37% | $53.6M | 70,279 | $28.5M | 72,879 | -2,600-3.57% | Reduce |
 BLACKROCK INC COMBLK |
| 0.46% | 0.66% | $53.3M | 55,428 | $51.0M | 53,026 | +2,402+4.53% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.45% | 0.52% | $52.1M | 722,077 | $39.7M | 551,739 | +170,338+30.87% | Add |
| DDOORDASH INCDASH |
| 0.44% | 0.04% | $51.2M | 277,341 | $3.4M | 22,683 | +254,658+1,122.68% | Add |
 SYNOPSYS INCSNPS |
| 0.43% | 0.57% | $49.7M | 111,493 | $44.0M | 110,956 | +537+0.48% | Add |
 REALTY INCOME CORP COMO |
| 0.43% | 0.81% | $49.4M | 797,672 | $62.5M | 1.0M | -223,556-21.89% | Reduce |
