 NVIDIA CORPORATIONNVDA |
| 6.38% | 5.96% | $506.1M | 2.6M | $408.3M | 2.3M | +246,545+10.53% | Add |
 MICRON TECHNOLOGY INCMU |
| 6.27% | 3.3% | $497.2M | 433,792 | $226.2M | 669,496 | -235,704-35.21% | Reduce |
 ALPHABET INCGOOGL |
| 5.13% | 4.2% | $407.1M | 1.2M | $287.4M | 999,305 | +151,131+15.12% | Add |
 MICROSOFT CORPMSFT |
| 4.77% | 5.65% | $378.8M | 1.0M | $386.8M | 1.0M | -17,006-1.63% | Reduce |
 BROADCOM INCAVGO |
| 4.56% | 3.86% | $362.0M | 970,123 | $264.5M | 854,556 | +115,567+13.52% | Add |
 APPLE INCAAPL |
| 4.51% | 4.55% | $358.0M | 1.3M | $311.5M | 1.2M | +41,237+3.36% | Add |
 JPMORGAN CHASE & COJPM |
| 3.27% | 3.15% | $259.2M | 787,079 | $215.6M | 733,012 | +54,067+7.38% | Add |
 AMAZON COM INCAMZN |
| 3.06% | 2.96% | $242.5M | 1.0M | $202.5M | 972,130 | +39,635+4.08% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 2.33% | 2.77% | $185.2M | 448,315 | $189.5M | 436,658 | +11,657+2.67% | Add |
 PALO ALTOPANW |
| 2.24% | 1.26% | $177.9M | 531,922 | $86.3M | 538,549 | -6,627-1.23% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 2.2% | 2.29% | $174.6M | 181,014 | $156.7M | 174,992 | +6,022+3.44% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.09% | 1.93% | $166.0M | 327,868 | $132.0M | 268,550 | +59,318+22.09% | Add |
 WALMART INCWMT |
| 1.82% | 2.16% | $144.1M | 1.3M | $148.1M | 1.2M | +67,171+5.64% | Add |
 XPO INCXPO |
| 1.76% | 1.86% | $139.3M | 676,282 | $127.1M | 653,083 | +23,199+3.55% | Add |
 MERCK & CO INCMRK |
| 1.73% | 1.54% | $137.6M | 1.1M | $105.2M | 874,963 | +188,697+21.57% | Add |
 ELI LILLY & COLLY |
| 1.72% | 1.28% | $136.8M | 111,684 | $87.7M | 95,376 | +16,308+17.10% | Add |
 GE VERNOVA INCGEV |
| 1.72% | 1.53% | $136.6M | 123,479 | $104.4M | 119,648 | +3,831+3.20% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 1.71% | 2.72% | $135.7M | 885,808 | $186.0M | 916,470 | -30,662-3.35% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.57% | 1.85% | $124.6M | 873,930 | $126.9M | 863,629 | +10,301+1.19% | Add |
 TECK RESOURCES LTDTECK |
| 1.55% | 1.59% | $122.9M | 2.1M | $109.1M | 2.1M | +12,792+0.61% | Add |
 META PLATFORMS INCMETA |
| 1.44% | 1.62% | $114.0M | 202,938 | $111.1M | 194,182 | +8,756+4.51% | Add |
 UNITED RENTALS INCURI |
| 1.27% | 0.89% | $100.6M | 89,561 | $61.2M | 83,979 | +5,582+6.65% | Add |
 BAKER HUGHES COMPANYBKR |
| 1.26% | 1.72% | $100.4M | 1.8M | $118.0M | 1.9M | -141,435-7.32% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.18% | 1.08% | $93.9M | 188,156 | $74.1M | 165,897 | +22,259+13.42% | Add |
 PROCTER & GAMBLE COPG |
| 1.05% | 1.11% | $83.7M | 564,099 | $75.9M | 525,655 | +38,444+7.31% | Add |
 TJX COS INC NEWTJX |
| 1.05% | 1.22% | $83.4M | 551,213 | $83.5M | 522,685 | +28,528+5.46% | Add |
 ENTERGY CORP NEWETR |
| 1.03% | 1.14% | $81.5M | 701,338 | $78.2M | 695,812 | +5,526+0.79% | Add |
 APPLIED MATLS INCAMAT |
| 1.01% | 0.03% | $80.0M | 118,347 | $1.9M | 5,595 | +112,752+2,015.23% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 0.95% | 0.9% | $75.2M | 937,083 | $61.9M | 824,540 | +112,543+13.65% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.91% | 1.06% | $72.4M | 817,310 | $72.3M | 778,379 | +38,931+5.00% | Add |
| CCITIGROUP INCC |
| 0.91% | 0.78% | $72.2M | 506,785 | $53.6M | 472,683 | +34,102+7.21% | Add |
 HALLIBURTON CO COMHAL |
| 0.89% | 1.22% | $70.9M | 2.1M | $83.3M | 2.1M | -57,480-2.69% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.86% | 1.26% | $68.1M | 1.6M | $86.3M | 1.4M | +225,489+16.40% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.83% | 1.11% | $65.9M | 961,811 | $76.0M | 1.0M | -74,926-7.23% | Reduce |
 METLIFE INC COMMET |
| 0.82% | 0.73% | $65.2M | 758,320 | $50.2M | 710,543 | +47,777+6.72% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.82% | 0.28% | $64.9M | 173,526 | $18.9M | 67,891 | +105,635+155.59% | Add |
 MORGAN STANLEYMS |
| 0.8% | 0.71% | $63.5M | 300,005 | $48.3M | 293,381 | +6,624+2.26% | Add |
 CME GROUP INCCME |
| 0.78% | 1.16% | $62.1M | 283,868 | $79.4M | 268,871 | +14,997+5.58% | Add |
 SEMPRA COMSRE |
| 0.78% | 0.86% | $62.0M | 660,554 | $58.5M | 602,468 | +58,086+9.64% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.78% | 0.68% | $61.5M | 249,458 | $46.7M | 224,652 | +24,806+11.04% | Add |
 FRANCO NEV CORPFNV |
| 0.72% | 0.85% | $57.1M | 275,234 | $57.9M | 234,241 | +40,993+17.50% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.62% | 0.8% | $49.1M | 77,940 | $54.9M | 71,102 | +6,838+9.62% | Add |
 ABBVIE INCABBV |
| 0.59% | 0.5% | $46.7M | 183,915 | $34.0M | 156,150 | +27,765+17.78% | Add |
 LAM RESEARCH CORPLRCX |
| 0.55% | 0.43% | $44.0M | 106,402 | $29.2M | 136,822 | -30,420-22.23% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.54% | 0.76% | $42.8M | 161,059 | $52.3M | 211,607 | -50,548-23.89% | Reduce |
 WELLTOWER INC COMWELL |
| 0.54% | 0.51% | $42.6M | 187,203 | $34.9M | 176,657 | +10,546+5.97% | Add |
 TESLA INCTSLA |
| 0.54% | 0.53% | $42.6M | 103,089 | $36.5M | 98,292 | +4,797+4.88% | Add |
 CISCO SYS INCCSCO |
| 0.53% | 0.17% | $42.1M | 358,254 | $11.6M | 149,572 | +208,682+139.52% | Add |
| AAT&T INCT |
| 0.53% | 0.79% | $41.8M | 1.9M | $53.8M | 1.9M | +63,669+3.43% | Add |
 COCA COLA COKO |
| 0.5% | 0.5% | $40.0M | 484,057 | $34.4M | 451,749 | +32,308+7.15% | Add |
