 NVIDIA CORPORATIONNVDA |
| 9.98% | 9.61% | $7.90B | 39.5M | $7.15B | 41.0M | -1.5M-3.60% | Reduce |
 ALPHABET INCGOOGL |
| 7.77% | 6.71% | $6.15B | 17.2M | $4.99B | 17.3M | -121,740-0.70% | Reduce |
 TESLA INCTSLA |
| 6.74% | 6.33% | $5.33B | 12.7M | $4.70B | 12.7M | +24,467+0.19% | Add |
 AMAZON COM INCAMZN |
| 5.51% | 5.13% | $4.36B | 18.3M | $3.82B | 18.3M | -34,367-0.19% | Reduce |
 META PLATFORMS INCMETA |
| 5.34% | 5.73% | $4.23B | 7.5M | $4.26B | 7.5M | +54,322+0.73% | Add |
 VISA INCV |
| 3.95% | 3.76% | $3.13B | 9.1M | $2.80B | 9.3M | -143,088-1.55% | Reduce |
 BOEING COBA |
| 3.8% | 3.77% | $3.01B | 13.9M | $2.80B | 14.1M | -146,693-1.04% | Reduce |
 MICROSOFT CORPMSFT |
| 3.67% | 3.02% | $2.90B | 7.8M | $2.24B | 6.1M | +1.7M+28.31% | Add |
 NETFLIX INCNFLX |
| 3.61% | 4.91% | $2.86B | 40.0M | $3.65B | 38.0M | +2.0M+5.38% | Add |
 ORACLE CORPORCL |
| 3.09% | 3.33% | $2.45B | 16.7M | $2.48B | 16.8M | -140,879-0.84% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 3.02% | 2.53% | $2.39B | 24.8M | $1.88B | 25.9M | -1.1M-4.08% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.46% | 2.41% | $1.95B | 3.9M | $1.79B | 4.0M | -82,868-2.07% | Reduce |
 SHOPIFY INCSHOP |
| 2.08% | 2.3% | $1.65B | 14.4M | $1.71B | 14.4M | +4,741+0.03% | Add |
 DISNEY WALT CODIS |
| 1.65% | 1.81% | $1.31B | 13.6M | $1.35B | 14.0M | -417,607-2.98% | Reduce |
 AUTODESK INCADSK |
| 1.56% | 1.85% | $1.23B | 6.3M | $1.37B | 5.7M | +595,237+10.37% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 1.46% | 1.99% | $1.16B | 1.9M | $1.48B | 1.9M | -53,138-2.78% | Reduce |
 SALESFORCE INCCRM |
| 1.28% | 1.52% | $1.01B | 6.5M | $1.13B | 6.1M | +395,709+6.53% | Add |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.1% | $959.8M | 2.7M | $816.9M | 2.8M | -131,291-4.61% | Reduce |
 STARBUCKS CORPSBUX |
| 1.18% | 1.13% | $933.2M | 9.1M | $840.0M | 9.4M | -244,151-2.60% | Reduce |
| EEXPEDITORS INTL WASH INCEXPE |
| 1.13% | 1.08% | $895.9M | 5.5M | $804.2M | 5.6M | -117,704-2.10% | Reduce |
 NOVO-NORDISK A SNVO |
| 1.13% | 0.84% | $891.4M | 18.6M | $625.4M | 17.0M | +1.6M+9.27% | Add |
 DEERE & CODE |
| 1.1% | 1.04% | $867.4M | 1.4M | $774.4M | 1.4M | -7,442-0.54% | Reduce |
 NOVARTIS AGNVS |
| 1.04% | 1.12% | $821.1M | 5.2M | $828.8M | 5.4M | -186,791-3.44% | Reduce |
| SSEI INVTS COSEIC |
| 0.94% | 0.91% | $744.0M | 8.5M | $677.1M | 8.6M | -146,827-1.70% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.83% | 0.9% | $659.4M | 1.3M | $670.3M | 1.4M | -48,573-3.56% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.83% | 1.05% | $658.6M | 1.7M | $783.5M | 1.7M | -43,537-2.56% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.77% | 0.7% | $608.5M | 3.4M | $517.4M | 122,877 | +3.3M+2,678.40% | Add |
 YUM BRANDS INC COMYUM |
| 0.74% | 0.78% | $587.2M | 3.7M | $581.7M | 3.7M | -68,113-1.82% | Reduce |
 BLOCK INCXYZ |
| 0.7% | 0.6% | $557.9M | 7.3M | $446.8M | 7.4M | -83,252-1.12% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.47% | 0.41% | $372.9M | 726,071 | $307.4M | 615,244 | +110,827+18.01% | Add |
| NNATIXIS ETF TRUST IILSGR |
| 0.43% | 0.4% | $340.7M | 8.1M | $294.9M | 7.5M | +600,490+8.02% | Add |
 ILLUMINA INCILMN |
| 0.43% | 0.49% | $339.7M | 1.9M | $362.8M | 2.9M | -1.0M-34.35% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.42% | 0.39% | $331.4M | 813,725 | $286.9M | 674,466 | +139,259+20.65% | Add |
| FFACTSET RESH SYS INCFDS |
| 0.42% | 0.43% | $331.1M | 1.4M | $320.7M | 1.5M | -38,754-2.62% | Reduce |
 BROADCOM INCAVGO |
| 0.42% | 0.03% | $329.0M | 871,078 | $19.5M | 62,947 | +808,131+1,283.83% | Add |
 NIKE INCNKE |
| 0.4% | 0.56% | $320.5M | 7.8M | $418.8M | 7.9M | -121,280-1.53% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.37% | 0.28% | $290.6M | 591,726 | $211.5M | 507,505 | +84,221+16.60% | Add |
 WORKDAY INCWDAY |
| 0.35% | 0.36% | $281.0M | 2.3M | $270.1M | 2.1M | +215,882+10.38% | Add |
 ARM HOLDINGS PLCARM |
| 0.35% | 0.18% | $278.4M | 785,168 | $130.1M | 860,262 | -75,094-8.73% | Reduce |
 CUMMINS INCCMI |
| 0.32% | 0.24% | $253.9M | 355,936 | $180.5M | 335,571 | +20,365+6.07% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.29% | 0.3% | $232.2M | 486,273 | $221.1M | 654,098 | -167,825-25.66% | Reduce |
 KLA CORPKLAC |
| 0.29% | 0.25% | $232.1M | 769,321 | $183.7M | 124,783 | +644,538+516.53% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.27% | 0.21% | $211.1M | 124,382 | $157.7M | 91,225 | +33,157+36.35% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.26% | 0.29% | $204.1M | 208,634 | $218.6M | 244,154 | -35,520-14.55% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.25% | 0.3% | $200.8M | 607,632 | $220.7M | 725,695 | -118,063-16.27% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.24% | 0.24% | $193.6M | 191,453 | $180.4M | 213,185 | -21,732-10.19% | Reduce |
 BLACKROCK INC COMBLK |
| 0.24% | 0.27% | $190.8M | 198,459 | $201.5M | 209,554 | -11,095-5.29% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.24% | 0.25% | $190.8M | 582,767 | $188.4M | 640,498 | -57,731-9.01% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.24% | 0.26% | $187.5M | 2.0M | $194.6M | 2.1M | -71,975-3.41% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.22% | 0.23% | $174.7M | 580,187 | $169.4M | 512,097 | +68,090+13.30% | Add |
