 NVIDIA CORPORATIONNVDA |
| 1.95% | 0.69% | $1.42B | 7.1M | $440.7M | 2.5M | +4.6M+180.63% | Add |
 META PLATFORMS INCMETA |
| 1.57% | 0.23% | $1.14B | 2.0M | $145.0M | 253,373 | +1.8M+698.49% | Add |
 INTEL CORPINTC |
| 1.41% | 0.51% | $1.02B | 7.3M | $326.5M | 7.4M | -77,466-1.05% | Reduce |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.28% | 1.66% | $925.8M | 1.7M | $1.06B | 1.8M | -78,280-4.38% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.22% | 1.6% | $883.0M | 7.6M | $1.02B | 7.0M | +582,444+8.34% | Add |
 ALPHABET INCGOOGL |
| 1.14% | 0.24% | $828.2M | 2.3M | $156.0M | 542,471 | +1.8M+327.20% | Add |
 EXELIXIS INCEXEL |
| 1.01% | 0.92% | $730.6M | 13.4M | $588.8M | 13.7M | -299,000-2.18% | Reduce |
 VERISIGN INCVRSN |
| 0.85% | 1.09% | $616.3M | 2.4M | $699.9M | 2.8M | -368,380-13.07% | Reduce |
 KINROSS GOLD CORPKGC |
| 0.81% | 1.22% | $584.5M | 24.7M | $779.7M | 25.5M | -799,200-3.13% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.79% | — | $571.6M | 748,960 | $0 | 0 | +748,960 | New Buy |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.78% | 0.49% | $564.2M | 672,194 | $312.3M | 766,914 | -94,720-12.35% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.09% | $556.8M | 1.6M | $57.7M | 201,002 | +1.4M+683.98% | Add |
 AMAZON COM INCAMZN |
| 0.75% | — | $546.0M | 2.3M | $0 | 0 | +2.3M | New Buy |
| AARGAN INCAGX |
| 0.71% | 0.52% | $517.8M | 648,379 | $332.7M | 610,899 | +37,480+6.14% | Add |
 NETFLIX INCNFLX |
| 0.67% | <0.01% | $484.7M | 6.8M | $235,153 | 2,461 | +6.8M+275,718.12% | Add |
 CHEVRON CORPORATIONCVX |
| 0.66% | 0.65% | $475.8M | 2.9M | $417.0M | 2.0M | +855,121+42.43% | Add |
 TESLA INCTSLA |
| 0.64% | 0.12% | $467.3M | 1.1M | $78.5M | 211,290 | +899,670+425.80% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.64% | 0.07% | $463.8M | 829,697 | $42.8M | 216,944 | +612,753+282.45% | Add |
 APPLE INCAAPL |
| 0.63% | 1.22% | $459.1M | 1.6M | $780.6M | 3.1M | -1.5M-48.42% | Reduce |
| CCORCEPT THERAPEUTICS INCCORT |
| 0.63% | 0.36% | $457.5M | 5.3M | $229.1M | 5.7M | -421,155-7.41% | Reduce |
 ETSY INC COMETSY |
| 0.62% | 0.47% | $451.3M | 6.0M | $298.0M | 6.0M | +28,232+0.47% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.61% | 0.19% | $441.3M | 457,353 | $121.6M | 310,494 | +146,859+47.30% | Add |
 FRANCO NEV CORPFNV |
| 0.58% | 0.86% | $424.6M | 2.0M | $548.2M | 2.2M | -182,000-8.20% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.58% | 0.26% | $417.9M | 1.4M | $165.3M | 851,300 | +550,800+64.70% | Add |
 WAYFAIR INCW |
| 0.57% | 0.58% | $417.2M | 4.5M | $374.0M | 5.0M | -457,999-9.21% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.56% | 0.3% | $405.5M | 849,080 | $191.9M | 567,960 | +281,120+49.50% | Add |
 INCYTE CORPINCY |
| 0.55% | 0.54% | $398.1M | 3.5M | $343.7M | 3.7M | -139,400-3.82% | Reduce |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 0.54% | 0.5% | $393.7M | 2.3M | $318.7M | 2.4M | -83,000-3.43% | Reduce |
 ROBLOX CORP CL ARBLX |
| 0.51% | 0.63% | $370.5M | 6.8M | $403.1M | 7.1M | -312,071-4.38% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.47% | 0.48% | $343.3M | 537,473 | $310.0M | 1.1M | -608,660-53.11% | Reduce |
 ALKERMES PLCALKS |
| 0.47% | 0.34% | $338.5M | 6.5M | $217.8M | 6.2M | +300,500+4.88% | Add |
| CCARVANA CO CL ACVNA |
| 0.46% | 0.59% | $337.2M | 5.1M | $377.6M | 1.2M | +3.9M+326.44% | Add |
 BROADCOM INCAVGO |
| 0.44% | 0.38% | $321.0M | 849,835 | $245.7M | 793,797 | +56,038+7.06% | Add |
| EEVERPURE INC CL AEVPR |
| 0.4% | 0.35% | $288.0M | 3.7M | $222.0M | 3.8M | -104,700-2.78% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.39% | 0.47% | $280.1M | 2.2M | $300.0M | 2.2M | +64,848+3.01% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.38% | 0.19% | $279.0M | 646,677 | $118.4M | 721,577 | -74,900-10.38% | Reduce |
 MCKESSON CORP COMMCK |
| 0.38% | 0.16% | $272.8M | 361,086 | $101.5M | 117,246 | +243,840+207.97% | Add |
 AUTOZONE INCAZO |
| 0.37% | 0.18% | $269.3M | 84,260 | $115.5M | 34,190 | +50,070+146.45% | Add |
 TJX COS INC NEWTJX |
| 0.36% | 0.06% | $262.0M | 1.7M | $38.1M | 238,500 | +1.5M+625.12% | Add |
 REDDIT INC CL ARDDT |
| 0.35% | 0.33% | $251.7M | 1.5M | $210.8M | 1.6M | -115,700-7.39% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 0.34% | 0.48% | $249.1M | 1.0M | $309.3M | 1.1M | -74,100-6.73% | Reduce |
 MEDTRONIC PLCMDT |
| 0.34% | — | $247.8M | 3.2M | $0 | 0 | +3.2M | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.34% | 1.14% | $244.2M | 211,580 | $730.7M | 2.2M | -2.0M-90.22% | Reduce |
| NNOVA LTDNVMI |
| 0.34% | 0.35% | $243.6M | 448,586 | $221.9M | 510,866 | -62,280-12.19% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.32% | 0.05% | $229.6M | 844,238 | $34.0M | 362,338 | +481,900+133.00% | Add |
| SSTRATEGY INCMSTR |
| 0.31% | 0.36% | $222.0M | 2.6M | $230.8M | 2.1M | +422,811+19.84% | Add |
 AIRBNB INC COM CL AABNB |
| 0.3% | 0.36% | $220.8M | 1.5M | $231.2M | 1.8M | -288,200-15.74% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.3% | 0.55% | $220.2M | 2.2M | $353.7M | 5.1M | -2.9M-56.97% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 0.3% | 0.38% | $220.1M | 415,588 | $242.3M | 504,668 | -89,080-17.65% | Reduce |
 ALLISON TRANSMISSION HLDGS IALSN |
| 0.3% | 0.41% | $218.6M | 1.9M | $264.6M | 2.3M | -321,400-14.22% | Reduce |
