 NVIDIA CORPORATIONNVDA |
| 8.44% | 8.11% | $12.4M | 62,102 | $10.6M | 60,812 | +1,290+2.12% | Add |
 KLA CORPKLAC |
| 7.69% | 4.1% | $11.3M | 37,520 | $5.4M | 3,641 | +33,879+930.49% | Add |
 ALPHABET INCGOOGL |
| 7.61% | 7.26% | $11.2M | 31,353 | $9.5M | 33,020 | -1,667-5.05% | Reduce |
 APPLE INCAAPL |
| 6.72% | 6.86% | $9.9M | 34,208 | $9.0M | 35,376 | -1,168-3.30% | Reduce |
 MICROSOFT CORPMSFT |
| 4.85% | 5.73% | $7.1M | 19,139 | $7.5M | 20,257 | -1,118-5.52% | Reduce |
 VISA INCV |
| 4.56% | 4.29% | $6.7M | 19,562 | $5.6M | 18,546 | +1,016+5.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.2% | — | $6.2M | 5,362 | $0 | 0 | +5,362 | New Buy |
 DEERE & CODE |
| 4% | 4.15% | $5.9M | 9,294 | $5.4M | 9,646 | -352-3.65% | Reduce |
 MOODYS CORPMCO |
| 3.91% | 3.95% | $5.8M | 12,728 | $5.2M | 11,847 | +881+7.44% | Add |
 CHUBB LIMITEDCB |
| 3.89% | 4.06% | $5.7M | 16,797 | $5.3M | 16,279 | +518+3.18% | Add |
 MERCK & CO INCMRK |
| 3.65% | 4.02% | $5.4M | 41,797 | $5.3M | 43,693 | -1,896-4.34% | Reduce |
 HA SUSTAINABLE INFRA REIHASI |
| 3.33% | 3.48% | $4.9M | 125,742 | $4.5M | 123,778 | +1,964+1.59% | Add |
| NNASDAQ INCNDAQ |
| 3.05% | 3.67% | $4.5M | 57,050 | $4.8M | 56,588 | +462+0.82% | Add |
 SHOPIFY INCSHOP |
| 2.84% | 3.24% | $4.2M | 36,525 | $4.2M | 35,785 | +740+2.07% | Add |
 T-MOBILE US INC COMTMUS |
| 2.8% | 3.84% | $4.1M | 24,540 | $5.0M | 23,944 | +596+2.49% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 2.71% | 3.09% | $4.0M | 30,317 | $4.0M | 29,714 | +603+2.03% | Add |
 SNAP ON INCSNA |
| 2.62% | 2.55% | $3.9M | 9,571 | $3.3M | 9,197 | +374+4.07% | Add |
 SERVICE CORP INTLSCI |
| 2.59% | 3.39% | $3.8M | 50,154 | $4.4M | 53,696 | -3,542-6.60% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.57% | 2.86% | $3.8M | 2,232 | $3.7M | 2,162 | +70+3.24% | Add |
 NETFLIX INCNFLX |
| 2.57% | 3.8% | $3.8M | 52,947 | $5.0M | 51,713 | +1,234+2.39% | Add |
 PROCTER & GAMBLE COPG |
| 2.5% | 2.91% | $3.7M | 25,090 | $3.8M | 26,375 | -1,285-4.87% | Reduce |
 LOWES COS INC COMLOW |
| 2.43% | 3.04% | $3.6M | 16,250 | $4.0M | 16,839 | -589-3.50% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.41% | 2.78% | $3.5M | 7,071 | $3.6M | 7,387 | -316-4.28% | Reduce |
| HHDFC BANK LTDHDB |
| 2.37% | 2.52% | $3.5M | 135,272 | $3.3M | 132,279 | +2,993+2.26% | Add |
 LENNAR CORPLEN |
| 2.1% | 2.21% | $3.1M | 34,101 | $2.9M | 33,321 | +780+2.34% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.65% | 2.58% | $2.4M | 56,907 | $3.4M | 53,861 | +3,046+5.66% | Add |
 IQVIA HLDGS INCIQV |
| 0.41% | 0.18% | $600,914 | 3,110 | $241,826 | 1,418 | +1,692+119.32% | Add |
 WATERS CORPWAT |
| 0.4% | 0.17% | $582,437 | 1,553 | $222,754 | 748 | +805+107.62% | Add |
 REPUBLIC SVCS INCRSG |
| 0.35% | 0.18% | $513,310 | 2,409 | $234,570 | 1,071 | +1,338+124.93% | Add |
 UNITED RENTALS INCURI |
| 0.31% | 0.13% | $462,219 | 408 | $170,483 | 234 | +174+74.36% | Add |
 SALESFORCE INCCRM |
| 0.2% | 0.22% | $291,544 | 1,861 | $285,418 | 1,529 | +332+21.71% | Add |
 INTEL CORPINTC |
| 0.14% | 0.35% | $212,936 | 1,525 | $454,760 | 10,305 | -8,780-85.20% | Reduce |
 INTUITINTU |
| 0.13% | 0.19% | $190,008 | 728 | $246,024 | 569 | +159+27.94% | Add |
 STERIS PLCSTE |
| 0.02% | 0.02% | $25,058 | 119 | $26,314 | 119 | 00.00% | Unchanged |
 LIBERTY LATIN AMERICA LTDLILA |
| <0.01% | <0.01% | $16 | 2 | $18 | 2 | 00.00% | Unchanged |
