 NVIDIA CORPORATIONNVDA |
| 2.73% | 2.6% | $1.90B | 9.5M | $1.60B | 9.2M | +328,306+3.59% | Add |
 APPLE INCAAPL |
| 2.55% | 1.9% | $1.77B | 6.1M | $1.17B | 4.6M | +1.5M+33.03% | Add |
 ALPHABET INCGOOGL |
| 1.97% | 2.3% | $1.37B | 3.8M | $1.41B | 4.9M | -1.1M-22.09% | Reduce |
 ABBVIE INCABBV |
| 1.61% | 1.41% | $1.12B | 4.5M | $865.6M | 4.0M | +481,278+12.09% | Add |
 MICROSOFT CORPMSFT |
| 1.4% | 1.8% | $975.7M | 2.6M | $1.11B | 3.0M | -377,182-12.60% | Reduce |
 GE VERNOVA INCGEV |
| 1.31% | 1.12% | $909.6M | 774,251 | $685.7M | 785,564 | -11,313-1.44% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 1.24% | 1.03% | $862.5M | 8.2M | $631.4M | 8.6M | -353,040-4.11% | Reduce |
 AMAZON COM INCAMZN |
| 1.19% | 1.2% | $827.0M | 3.5M | $737.8M | 3.5M | -72,599-2.05% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.15% | 0.26% | $797.9M | 691,290 | $158.3M | 468,464 | +222,826+47.57% | Add |
 GE AEROSPACEGE |
| 1.05% | 0.66% | $731.8M | 2.0M | $406.4M | 1.4M | +526,202+36.75% | Add |
 US BANCORPUSB |
| 1.02% | 0.97% | $712.5M | 11.8M | $598.7M | 11.5M | +286,375+2.49% | Add |
 BROADCOM INCAVGO |
| 1.02% | 1.2% | $711.2M | 1.9M | $740.1M | 2.4M | -508,464-21.26% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 0.97% | 0.6% | $676.8M | 341,485 | $368.2M | 267,030 | +74,455+27.88% | Add |
 QUANTA SVCS INCPWR |
| 0.89% | 0.66% | $620.1M | 861,233 | $403.2M | 734,461 | +126,772+17.26% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.88% | 0.84% | $610.3M | 4.2M | $514.2M | 4.3M | -114,054-2.63% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.84% | 1.11% | $581.9M | 13.7M | $682.9M | 13.6M | +140,901+1.04% | Add |
 PAYCHEX INC COMPAYX |
| 0.83% | 0.88% | $578.4M | 5.9M | $542.2M | 5.9M | -3,808-0.06% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.81% | 0.98% | $564.7M | 2.3M | $602.7M | 2.9M | -602,871-20.81% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.76% | 0.83% | $531.1M | 3.9M | $512.3M | 3.9M | +45,089+1.16% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.76% | 0.93% | $528.2M | 2.9M | $570.3M | 3.4M | -529,716-15.36% | Reduce |
 PFIZER INCPFE |
| 0.72% | 0.98% | $501.5M | 20.8M | $603.1M | 21.5M | -651,116-3.03% | Reduce |
 AMGEN INC COMAMGN |
| 0.71% | 0.65% | $497.0M | 1.4M | $399.9M | 1.1M | +236,035+20.77% | Add |
| AAMCOR PLCAMCR |
| 0.71% | 0.69% | $491.7M | 11.3M | $422.7M | 10.6M | +708,876+6.67% | Add |
| FFISERV INCFISV |
| 0.7% | 0.79% | $485.9M | 9.9M | $483.2M | 8.7M | +1.2M+14.41% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.69% | 0.81% | $483.1M | 3.8M | $499.8M | 3.8M | -880-0.02% | Reduce |
| WWEC ENERGY GROUP INC COMIDU |
| 0.69% | 0.64% | $481.7M | 4.1M | $396.4M | 3.4M | +701,581+20.49% | Add |
 FIRSTENERGY CORP COMFE |
| 0.67% | 0.8% | $465.7M | 9.8M | $494.1M | 9.8M | +42,860+0.44% | Add |
 AMERIPRISE FINL INCAMP |
| 0.67% | 0.76% | $464.8M | 1.0M | $467.4M | 1.1M | -38,571-3.67% | Reduce |
| KKIMCO REALTY CORPKIM |
| 0.66% | 0.65% | $460.8M | 18.2M | $401.8M | 17.9M | +293,883+1.64% | Add |
 PEPSICO INCPEP |
| 0.66% | 0.74% | $460.2M | 3.4M | $454.5M | 2.9M | +472,049+16.13% | Add |
| AASTERA LABS INCALAB |
| 0.65% | 0.05% | $453.2M | 938,311 | $29.8M | 272,257 | +666,054+244.64% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.64% | 0.11% | $442.2M | 761,241 | $70.6M | 346,988 | +414,253+119.39% | Add |
 VERTIV HOLDINGS COVRT |
| 0.62% | 0.72% | $430.1M | 1.3M | $443.6M | 1.8M | -485,627-27.43% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.61% | 0.77% | $426.7M | 2.6M | $475.6M | 2.8M | -147,200-5.34% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.8% | $424.2M | 453,439 | $491.7M | 493,417 | -39,978-8.10% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.6% | 0.26% | $420.1M | 550,473 | $157.2M | 402,691 | +147,782+36.70% | Add |
 TESLA INCTSLA |
| 0.6% | 0.35% | $419.7M | 997,974 | $214.4M | 576,756 | +421,218+73.03% | Add |
 META PLATFORMS INCMETA |
| 0.6% | 0.7% | $416.3M | 739,037 | $428.0M | 748,100 | -9,063-1.21% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.6% | 0.75% | $413.9M | 3.6M | $459.7M | 3.0M | +622,443+20.73% | Add |
 MEDTRONIC PLCMDT |
| 0.58% | 0.37% | $401.6M | 5.1M | $229.4M | 2.6M | +2.5M+93.91% | Add |
 CHEVRON CORPORATIONCVX |
| 0.57% | 1.18% | $397.9M | 2.4M | $725.6M | 3.5M | -1.1M-31.55% | Reduce |
 TRAVELERS COSTRV |
| 0.55% | 0.55% | $379.9M | 1.2M | $335.1M | 1.1M | +1,991+0.17% | Add |
 MERCK & CO INCMRK |
| 0.53% | 0.59% | $366.5M | 2.9M | $361.8M | 3.0M | -155,830-5.18% | Reduce |
 VEEVA SYS INCVEEV |
| 0.5% | 0.47% | $350.0M | 2.0M | $290.7M | 1.7M | +317,162+19.17% | Add |
 PPL CORP COMPPL |
| 0.5% | 0.51% | $344.5M | 9.5M | $313.9M | 8.2M | +1.3M+15.34% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.49% | <0.01% | $337.5M | 11.2M | $217,945 | 8,344 | +11.2M+133,822.85% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.48% | 0.33% | $331.6M | 386,416 | $202.0M | 287,444 | +98,972+34.43% | Add |
 EVERGY INC COMEVRG |
| 0.46% | 0.49% | $321.0M | 3.7M | $304.1M | 3.7M | +1,836+0.05% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.46% | 0.7% | $318.6M | 1.2M | $433.2M | 1.9M | -694,694-36.96% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.46% | 0.02% | $317.1M | 1.4M | $13.4M | 65,825 | +1.3M+2,050.78% | Add |
