 ISHARES MBSACGL |
| 3.32% | 3.49% | $2.10B | 21.6M | $2.18B | 22.7M | -1.1M-4.72% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 3.14% | 2.95% | $1.98B | 13.7M | $1.84B | 15.5M | -1.8M-11.56% | Reduce |
 ALPHABET INCGOOGL |
| 3.14% | 2.59% | $1.98B | 5.5M | $1.62B | 5.6M | -86,094-1.53% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 2.81% | 2.41% | $1.77B | 4.6M | $1.50B | 5.1M | -545,953-10.65% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 2.77% | 2.63% | $1.75B | 18.9M | $1.64B | 17.5M | +1.5M+8.48% | Add |
| CCITIGROUP INCC |
| 2.64% | 2.09% | $1.67B | 11.9M | $1.30B | 11.5M | +417,064+3.63% | Add |
 AMERICAN EXPRESS COAXP |
| 2.42% | 2.23% | $1.53B | 4.5M | $1.39B | 4.6M | -72,839-1.59% | Reduce |
 ICON PUB LTD COICLR |
| 2.38% | 1.47% | $1.50B | 8.6M | $916.1M | 8.3M | +357,461+4.32% | Add |
| WWILLIS TOWERS WATSON PLC LTDWTW |
| 2.3% | 1.77% | $1.45B | 5.5M | $1.10B | 3.8M | +1.8M+46.33% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.3% | 2% | $1.45B | 2.9M | $1.25B | 2.6M | +287,939+11.05% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 2.22% | 1.72% | $1.40B | 1.5M | $1.07B | 1.5M | +40,796+2.78% | Add |
 META PLATFORMS INCMETA |
| 2.11% | 2.15% | $1.33B | 2.4M | $1.34B | 2.3M | +24,344+1.04% | Add |
| GGARMIN LTD SHSGRMN |
| 1.99% | 2.05% | $1.26B | 5.3M | $1.28B | 5.5M | -227,032-4.11% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.92% | 1.36% | $1.21B | 7.3M | $845.7M | 4.9M | +2.4M+49.09% | Add |
 PROGRESSIVE CORPPGR |
| 1.78% | 1.66% | $1.12B | 5.1M | $1.03B | 5.2M | -76,542-1.47% | Reduce |
 AXALTA COATING SYS LTDAXTA |
| 1.72% | 1.28% | $1.09B | 31.7M | $797.7M | 28.8M | +2.9M+10.20% | Add |
 AMAZON COM INCAMZN |
| 1.67% | 1.81% | $1.05B | 4.4M | $1.13B | 5.4M | -999,042-18.44% | Reduce |
 IQVIA HLDGS INCIQV |
| 1.45% | 1.38% | $916.5M | 4.7M | $862.7M | 5.1M | -315,431-6.24% | Reduce |
 COUPANG INC CLASS ACPNG |
| 1.39% | 1.02% | $876.1M | 50.4M | $635.7M | 33.7M | +16.8M+49.81% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 1.37% | 1.07% | $865.8M | 2.4M | $666.2M | 2.7M | -246,101-9.26% | Reduce |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.11% | 1.19% | $702.5M | 2.6M | $738.8M | 3.2M | -596,164-18.46% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.99% | 1.02% | $622.8M | 1.4M | $633.3M | 1.3M | +50,496+3.87% | Add |
 AON PLC SHS CL AAON |
| 0.97% | 0.85% | $613.8M | 1.9M | $530.7M | 1.6M | +206,471+12.56% | Add |
 BROADCOM INCAVGO |
| 0.97% | 1.02% | $609.0M | 1.6M | $635.9M | 2.1M | -442,390-21.53% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 0.95% | 1.21% | $601.5M | 10.8M | $754.1M | 12.4M | -1.5M-12.26% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.95% | 0.67% | $599.4M | 6.6M | $416.5M | 5.2M | +1.4M+27.39% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.95% | 0.59% | $596.9M | 3.0M | $365.9M | 2.1M | +885,200+42.19% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.93% | 0.79% | $589.4M | 1.2M | $492.6M | 1.5M | -223,401-15.33% | Reduce |
 SUNCOR ENERGY INC NEWSU |
| 0.93% | 1.83% | $584.1M | 10.9M | $1.14B | 17.3M | -6.4M-37.11% | Reduce |
 WOODWARD INCWWD |
| 0.92% | 0.81% | $582.2M | 1.4M | $504.4M | 1.4M | -40,887-2.90% | Reduce |
 INSMED INCINSM |
| 0.92% | 1.71% | $580.2M | 5.4M | $1.07B | 6.5M | -1.1M-16.63% | Reduce |
 GE AEROSPACEGE |
| 0.87% | 0.16% | $548.4M | 1.5M | $98.8M | 348,127 | +1.1M+321.48% | Add |
 SCHEIN HENRY INCHSIC |
| 0.86% | 0.78% | $540.2M | 6.5M | $484.4M | 6.6M | -105,556-1.61% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.84% | 0.45% | $531.2M | 3.5M | $278.7M | 3.0M | +468,327+15.59% | Add |
| SSEA LTD SPONSORD ADSSE |
| 0.83% | 0.71% | $523.8M | 5.5M | $443.4M | 5.4M | +111,538+2.08% | Add |
 GE VERNOVA INCGEV |
| 0.81% | 0.97% | $508.8M | 433,047 | $606.2M | 694,413 | -261,366-37.64% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.79% | 0.86% | $500.8M | 3.7M | $536.2M | 4.0M | -239,535-6.05% | Reduce |
| TTWIST BIOSCIENCE CORPTWST |
| 0.78% | 0.49% | $494.0M | 4.8M | $302.6M | 6.4M | -1.6M-24.59% | Reduce |
 SHOPIFY INCSHOP |
| 0.74% | 0.83% | $465.2M | 4.1M | $517.4M | 4.4M | -288,106-6.60% | Reduce |
| DDOORDASH INCDASH |
| 0.7% | 0.5% | $440.2M | 2.4M | $310.5M | 2.1M | +317,415+15.35% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.64% | 0.46% | $400.6M | 202,113 | $287.1M | 208,177 | -6,064-2.91% | Reduce |
 RTX CORPORATIONRTX |
| 0.63% | 0.7% | $396.4M | 2.1M | $438.7M | 2.3M | -184,829-8.13% | Reduce |
 ELI LILLY & COLLY |
| 0.62% | 0.35% | $393.9M | 328,382 | $220.8M | 240,038 | +88,344+36.80% | Add |
| AASTERA LABS INCALAB |
| 0.6% | 0.1% | $375.5M | 777,306 | $61.4M | 560,579 | +216,727+38.66% | Add |
| RRBC BEARINGS INCRBC |
| 0.58% | 0.5% | $365.8M | 568,008 | $313.0M | 576,225 | -8,217-1.43% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 0.58% | 0.55% | $365.6M | 4.7M | $342.2M | 4.6M | +33,950+0.73% | Add |
 SITIME CORPSITM |
| 0.57% | 0.11% | $361.7M | 485,123 | $67.7M | 196,007 | +289,116+147.50% | Add |
 LAM RESEARCH CORPLRCX |
| 0.54% | 1.72% | $340.7M | 786,238 | $1.07B | 5.0M | -4.2M-84.37% | Reduce |
 CNH INDL N VCNH |
| 0.53% | 0.55% | $334.8M | 29.8M | $344.7M | 31.3M | -1.5M-4.87% | Reduce |
 CARRIER GLOBALCARR |
| 0.53% | 0.36% | $333.7M | 4.5M | $223.7M | 4.0M | +575,947+14.50% | Add |
