 CAMECO CORPCCJ |
| 15.07% | 17.55% | $429.4M | 4.2M | $369.4M | 3.4M | +814,406+23.95% | Add |
 TECHNIPFMC PLC COMFTI |
| 13.54% | 5.79% | $385.8M | 5.8M | $121.8M | 1.8M | +4.1M+230.34% | Add |
 ASML HLDG NVASML |
| 7.87% | 7.44% | $224.2M | 112,695 | $156.6M | 118,526 | -5,831-4.92% | Reduce |
 ICICI BANK LIMITEDIBN |
| 7.51% | 3.67% | $214.0M | 7.4M | $77.3M | 3.0M | +4.4M+146.94% | Add |
 MERCADOLIBRE INC COMMELI |
| 4.57% | 6.26% | $130.1M | 76,673 | $131.7M | 76,178 | +495+0.65% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.41% | 4.04% | $125.7M | 263,227 | $85.1M | 251,742 | +11,485+4.56% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 3.8% | 4.6% | $108.3M | 402,710 | $96.8M | 419,965 | -17,255-4.11% | Reduce |
 VERTIV HOLDINGS COVRT |
| 3.66% | 4.42% | $104.3M | 311,472 | $93.1M | 371,396 | -59,924-16.13% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.45% | 4.07% | $98.2M | 490,765 | $85.7M | 491,240 | -475-0.10% | Reduce |
 ALPHABET INCGOOGL |
| 3.35% | 3.75% | $95.5M | 267,092 | $78.9M | 274,454 | -7,362-2.68% | Reduce |
 CURTISS WRIGHT CORPCW |
| 2.03% | 2.53% | $57.9M | 76,411 | $53.3M | 78,267 | -1,856-2.37% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.7% | 2.23% | $48.4M | 94,184 | $46.9M | 93,812 | +372+0.40% | Add |
 APPLE INCAAPL |
| 1.54% | 1.85% | $43.9M | 151,706 | $39.0M | 153,836 | -2,130-1.38% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 1.42% | 1.7% | $40.6M | 108,893 | $35.9M | 111,130 | -2,237-2.01% | Reduce |
 ELI LILLY & COLLY |
| 1.37% | 1.39% | $38.9M | 32,461 | $29.3M | 31,819 | +642+2.02% | Add |
 MICROSOFT CORPMSFT |
| 1.33% | 2.2% | $37.9M | 101,524 | $46.3M | 125,120 | -23,596-18.86% | Reduce |
| CCITIGROUP INCC |
| 1.29% | 1.02% | $36.8M | 263,040 | $21.4M | 189,080 | +73,960+39.12% | Add |
 AMAZON COM INCAMZN |
| 1.2% | 0.93% | $34.3M | 143,758 | $19.5M | 93,833 | +49,925+53.21% | Add |
 LAUDER ESTEE COS INC CL AEL |
| 1.13% | 1.38% | $32.3M | 409,592 | $29.1M | 404,922 | +4,670+1.15% | Add |
 SLB LIMITEDSLB |
| 1.13% | 0.66% | $32.3M | 694,803 | $13.9M | 270,913 | +423,890+156.47% | Add |
 EAST WEST BANCORP INCEWBC |
| 1.03% | 0.97% | $29.4M | 193,216 | $20.4M | 192,519 | +697+0.36% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.01% | 1.24% | $28.7M | 57,683 | $26.1M | 58,357 | -674-1.15% | Reduce |
 ILLUMINA INCILMN |
| 0.99% | 0.81% | $28.1M | 159,994 | $17.0M | 137,781 | +22,213+16.12% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.97% | 1.35% | $27.5M | 298,535 | $28.3M | 301,580 | -3,045-1.01% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.92% | 1.1% | $26.3M | 291,072 | $23.2M | 289,606 | +1,466+0.51% | Add |
 CORTEVA INC COMCTVA |
| 0.92% | 1.26% | $26.1M | 308,077 | $26.6M | 317,318 | -9,241-2.91% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.91% | 1.21% | $26.0M | 360,920 | $25.5M | 354,580 | +6,340+1.79% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.85% | 0.89% | $24.2M | 322,724 | $18.7M | 542,045 | -219,321-40.46% | Reduce |
 STANLEY BLACK & DECKER INCSWK |
| 0.8% | 0.75% | $22.9M | 243,515 | $15.9M | 223,484 | +20,031+8.96% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.79% | 1.12% | $22.4M | 134,677 | $23.5M | 135,391 | -714-0.53% | Reduce |
 HEXCEL CORP NEWHXL |
| 0.77% | 0.84% | $21.9M | 218,772 | $17.7M | 218,982 | -210-0.10% | Reduce |
 BROADCOM INCAVGO |
| 0.74% | 0.38% | $21.0M | 55,702 | $8.0M | 25,858 | +29,844+115.41% | Add |
 IQVIA HLDGS INCIQV |
| 0.69% | 0.82% | $19.5M | 101,130 | $17.4M | 101,825 | -695-0.68% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.63% | 0.79% | $18.0M | 80,332 | $16.6M | 81,484 | -1,152-1.41% | Reduce |
 ALBEMARLE CORPALB |
| 0.57% | 1.05% | $16.2M | 120,281 | $22.2M | 123,541 | -3,260-2.64% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.55% | 0.73% | $15.7M | 171,220 | $15.4M | 168,020 | +3,200+1.90% | Add |
 ELANCO ANIMAL HEALTH INCELAN |
| 0.55% | 0.71% | $15.6M | 635,690 | $14.9M | 622,670 | +13,020+2.09% | Add |
 MEDTRONIC PLCMDT |
| 0.52% | 0.79% | $14.9M | 190,834 | $16.6M | 191,504 | -670-0.35% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.31% | $12.1M | 29,181 | $6.6M | 24,308 | +4,873+20.05% | Add |
 UNIVERSAL DISPLAY CORPOLED |
| 0.4% | 0.7% | $11.5M | 132,685 | $14.8M | 161,715 | -29,030-17.95% | Reduce |
 ADOBE INC COMADBE |
| 0.36% | 0.58% | $10.1M | 49,489 | $12.2M | 50,121 | -632-1.26% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.31% | 0.49% | $8.7M | 354,500 | $10.4M | 361,655 | -7,155-1.98% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 0.28% | 0.4% | $8.0M | 52,806 | $8.4M | 53,450 | -644-1.20% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.33% | $8.0M | 22,586 | $6.9M | 24,082 | -1,496-6.21% | Reduce |
 NETFLIX INCNFLX |
| 0.26% | — | $7.3M | 102,740 | $0 | 0 | +102,740 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.25% | 0.49% | $7.2M | 168,360 | $10.4M | 166,024 | +2,336+1.41% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 0.24% | — | $6.9M | 28,817 | $0 | 0 | +28,817 | New Buy |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.18% | 0.26% | $5.2M | 140,264 | $5.5M | 144,671 | -4,407-3.05% | Reduce |
 ARGENX SE SPONSORED ADRARGX |
| 0.14% | — | $3.9M | 4,185 | $0 | 0 | +4,185 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.11% | 0.18% | $3.2M | 35,578 | $3.8M | 36,548 | -970-2.65% | Reduce |
