 NVIDIA CORPORATIONNVDA |
| 7.97% | 8.12% | $499.2M | 2.5M | $433.1M | 2.5M | +11,492+0.46% | Add |
 APPLE INCAAPL |
| 5.78% | 5.74% | $362.0M | 1.3M | $306.4M | 1.2M | +43,653+3.62% | Add |
| AAlphabet Inc Class CGOOG |
| 4.69% | 4.62% | $293.6M | 831,059 | $246.3M | 858,578 | -27,519-3.21% | Reduce |
 MICROSOFT CORPMSFT |
| 4.36% | 5.31% | $272.9M | 731,505 | $283.3M | 765,413 | -33,908-4.43% | Reduce |
 AMAZON COM INCAMZN |
| 4.14% | 4.27% | $259.0M | 1.1M | $227.9M | 1.1M | -7,612-0.70% | Reduce |
 BROADCOM INCAVGO |
| 3.32% | 2.8% | $207.8M | 549,989 | $149.5M | 482,886 | +67,103+13.90% | Add |
 META PLATFORMS INCMETA |
| 2.36% | 2.83% | $147.9M | 262,615 | $151.2M | 264,241 | -1,626-0.62% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.32% | 0.33% | $145.3M | 125,898 | $17.5M | 51,724 | +74,174+143.40% | Add |
| BBANK OF AMER CORPBAC |
| 1.62% | 2.05% | $101.5M | 1.8M | $109.5M | 2.2M | -465,176-20.70% | Reduce |
 ALPHABET INCGOOGL |
| 1.41% | 1.27% | $88.6M | 247,836 | $67.8M | 235,933 | +11,903+5.05% | Add |
| AALIGNMENT HEALTHCARE INCALHC |
| 1.4% | 0.83% | $87.8M | 3.7M | $44.1M | 2.5M | +1.2M+47.28% | Add |
 TESLA INCTSLA |
| 1.38% | 0.76% | $86.6M | 205,790 | $40.6M | 109,260 | +96,530+88.35% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.38% | 1.46% | $86.2M | 180,510 | $77.8M | 230,219 | -49,709-21.59% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.37% | 2.17% | $85.6M | 166,591 | $115.8M | 231,677 | -65,086-28.09% | Reduce |
 MONGODB INC CL AMDB |
| 1.35% | 0.79% | $84.5M | 251,480 | $42.2M | 172,280 | +79,200+45.97% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.32% | 0.72% | $82.8M | 142,603 | $38.3M | 188,431 | -45,828-24.32% | Reduce |
 PG&E CORPPCG |
| 1.23% | 1.44% | $76.7M | 4.6M | $76.9M | 4.4M | +185,959+4.25% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.2% | 0.83% | $75.1M | 276,036 | $44.3M | 471,946 | -195,910-41.51% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.44% | $74.4M | 227,154 | $76.6M | 260,357 | -33,203-12.75% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.17% | 1.65% | $73.1M | 832,935 | $88.2M | 949,166 | -116,231-12.25% | Reduce |
 ELI LILLY & COLLY |
| 1.1% | 1.01% | $68.8M | 57,349 | $53.8M | 58,464 | -1,115-1.91% | Reduce |
 BOEING COBA |
| 0.98% | 1.06% | $61.3M | 283,098 | $56.3M | 283,098 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.96% | 1.52% | $60.2M | 663,501 | $80.9M | 787,773 | -124,272-15.78% | Reduce |
 EATON CORP PLCETN |
| 0.95% | 1.1% | $59.4M | 139,375 | $58.6M | 163,889 | -24,514-14.96% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.93% | 0.51% | $58.0M | 80,175 | $27.0M | 78,906 | +1,269+1.61% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | 1.1% | $54.6M | 58,414 | $58.9M | 59,098 | -684-1.16% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.86% | 0.57% | $53.9M | 181,040 | $30.2M | 304,532 | -123,492-40.55% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.85% | 0.79% | $53.5M | 210,735 | $42.4M | 173,448 | +37,287+21.50% | Add |
 WALMART INCWMT |
| 0.83% | 0.75% | $52.1M | 460,427 | $39.8M | 320,546 | +139,881+43.64% | Add |
 MCKESSON CORP COMMCK |
| 0.78% | 1.19% | $48.8M | 64,546 | $63.5M | 73,374 | -8,828-12.03% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.77% | 0.29% | $48.2M | 49,318 | $15.3M | 17,078 | +32,240+188.78% | Add |
 MORGAN STANLEYMS |
| 0.77% | 0.27% | $48.1M | 229,958 | $14.4M | 87,565 | +142,393+162.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.93% | $47.6M | 95,148 | $49.8M | 103,993 | -8,845-8.51% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.74% | 1.01% | $46.3M | 92,429 | $53.7M | 109,250 | -16,821-15.40% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.73% | 0.48% | $45.9M | 228,760 | $25.6M | 140,097 | +88,663+63.29% | Add |
 BLOCK INCXYZ |
| 0.72% | 0.98% | $44.8M | 589,857 | $52.3M | 868,370 | -278,513-32.07% | Reduce |
| DDUTCH BROS INCBROS |
| 0.71% | 0.63% | $44.4M | 618,516 | $33.6M | 662,638 | -44,122-6.66% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.7% | 0.68% | $44.0M | 227,555 | $36.0M | 211,164 | +16,391+7.76% | Add |
 ORACLE CORPORCL |
| 0.7% | 0.68% | $43.8M | 299,155 | $36.3M | 246,546 | +52,609+21.34% | Add |
 COCA COLA COKO |
| 0.66% | 1.48% | $41.4M | 508,926 | $79.0M | 1.0M | -530,186-51.02% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.66% | 0.76% | $41.3M | 572,273 | $40.4M | 561,065 | +11,208+2.00% | Add |
 TRANSUNIONTRU |
| 0.61% | 0.76% | $38.5M | 533,243 | $40.3M | 583,135 | -49,892-8.56% | Reduce |
 KLA CORPKLAC |
| 0.6% | 0.25% | $37.8M | 125,170 | $13.3M | 9,044 | +116,126+1,284.01% | Add |
 BJS WHSL CLUB HLDGS INCBJ |
| 0.6% | 0.83% | $37.7M | 431,689 | $44.2M | 448,873 | -17,184-3.83% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.6% | 0.86% | $37.6M | 197,541 | $45.9M | 241,879 | -44,338-18.33% | Reduce |
 HOME DEPOT INCHD |
| 0.57% | 0.91% | $35.6M | 100,879 | $48.6M | 147,689 | -46,810-31.69% | Reduce |
 NETFLIX INCNFLX |
| 0.57% | 0.48% | $35.5M | 496,549 | $25.3M | 263,531 | +233,018+88.42% | Add |
 INTEL CORPINTC |
| 0.56% | 0.16% | $34.8M | 249,526 | $8.4M | 189,850 | +59,676+31.43% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.39% | $33.8M | 81,245 | $20.8M | 76,983 | +4,262+5.54% | Add |
 VISA INCV |
| 0.53% | 0.52% | $33.4M | 97,426 | $27.7M | 91,717 | +5,709+6.22% | Add |
