 META PLATFORMS INCMETA |
| 5.23% | 5.91% | $160.4M | 284,713 | $159.4M | 278,597 | +6,116+2.20% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.03% | 4.79% | $154.1M | 770,068 | $129.3M | 741,667 | +28,401+3.83% | Add |
 BROADCOM INCAVGO |
| 5.01% | 4.59% | $153.5M | 406,380 | $123.9M | 400,338 | +6,042+1.51% | Add |
 TESLA INCTSLA |
| 4.48% | 4.15% | $137.2M | 326,294 | $111.9M | 300,914 | +25,380+8.43% | Add |
 MICROSOFT CORPMSFT |
| 3.29% | 4.21% | $100.8M | 270,352 | $113.6M | 306,980 | -36,628-11.93% | Reduce |
 ASTRAZENECA PLCAZN |
| 3.1% | 3.42% | $94.8M | 506,085 | $92.3M | 472,311 | +33,774+7.15% | Add |
 ELI LILLY & COLLY |
| 2.79% | 2.39% | $85.6M | 71,334 | $64.6M | 70,183 | +1,151+1.64% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.78% | 0.96% | $85.1M | 73,725 | $25.9M | 76,550 | -2,825-3.69% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.54% | 2.31% | $77.8M | 220,070 | $62.2M | 216,923 | +3,147+1.45% | Add |
 AMAZON COM INCAMZN |
| 2.53% | 2.27% | $77.5M | 325,345 | $61.1M | 293,565 | +31,780+10.83% | Add |
 ALPHABET INCGOOGL |
| 2.39% | 2.16% | $73.3M | 205,027 | $58.2M | 202,340 | +2,687+1.33% | Add |
 ROYAL CARIBBEANRCL |
| 2.03% | 1.96% | $62.1M | 195,557 | $52.9M | 192,257 | +3,300+1.72% | Add |
 KLA CORPKLAC |
| 1.99% | 0.8% | $61.0M | 202,211 | $21.5M | 14,608 | +187,603+1,284.25% | Add |
 SHOPIFY INCSHOP |
| 1.67% | 1.79% | $51.2M | 448,711 | $48.2M | 406,664 | +42,047+10.34% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.58% | 1.59% | $48.3M | 97,334 | $42.8M | 95,874 | +1,460+1.52% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.47% | 2.04% | $45.0M | 578,299 | $55.2M | 597,854 | -19,555-3.27% | Reduce |
 DEERE & CODE |
| 1.37% | 0.99% | $42.1M | 66,332 | $26.7M | 47,383 | +18,949+39.99% | Add |
 VISA INCV |
| 1.34% | 1.37% | $41.1M | 119,666 | $37.0M | 122,580 | -2,914-2.38% | Reduce |
 GE AEROSPACEGE |
| 1.33% | 1.18% | $40.8M | 109,268 | $31.9M | 112,469 | -3,201-2.85% | Reduce |
 APPLE INCAAPL |
| 1.33% | 0.97% | $40.8M | 141,094 | $26.1M | 102,816 | +38,278+37.23% | Add |
 CLOUDFLARE INCNET |
| 1.32% | 1.16% | $40.6M | 165,469 | $31.2M | 151,260 | +14,209+9.39% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.28% | 1.48% | $39.2M | 41,851 | $39.8M | 39,951 | +1,900+4.76% | Add |
 INTEL CORPINTC |
| 1.26% | 0.11% | $38.5M | 275,827 | $2.9M | 65,220 | +210,607+322.92% | Add |
 AMPHENOL CORPAPH |
| 1.24% | 0.89% | $38.1M | 215,829 | $24.0M | 189,976 | +25,853+13.61% | Add |
 TRANSDIGM GROUP INCTDG |
| 1.08% | 1.22% | $33.1M | 24,822 | $32.8M | 28,294 | -3,472-12.27% | Reduce |
 STARBUCKS CORPSBUX |
| 1.06% | 1.05% | $32.6M | 318,764 | $28.3M | 316,213 | +2,551+0.81% | Add |
 ROYALTY PHARMA PLCRPRX |
| 1.06% | 1.01% | $32.5M | 579,801 | $27.4M | 570,577 | +9,224+1.62% | Add |
 ASML HLDG NVASML |
| 0.99% | 0.7% | $30.3M | 15,206 | $18.8M | 14,260 | +946+6.63% | Add |
 RESTAURANT BRANDS INTL INCQSR |
| 0.88% | 1.02% | $26.9M | 371,644 | $27.4M | 370,702 | +942+0.25% | Add |
 LINDE PLCLIN |
| 0.87% | 0.99% | $26.7M | 51,366 | $26.7M | 53,815 | -2,449-4.55% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.87% | 1.12% | $26.5M | 66,665 | $30.2M | 65,577 | +1,088+1.66% | Add |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.85% | 0.86% | $26.2M | 404,306 | $23.3M | 403,274 | +1,032+0.26% | Add |
 NETFLIX INCNFLX |
| 0.85% | 1.1% | $26.0M | 364,114 | $29.6M | 307,563 | +56,551+18.39% | Add |
| CCITIGROUP INCC |
| 0.84% | 0.86% | $25.6M | 182,823 | $23.3M | 205,069 | -22,246-10.85% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.8% | 0.89% | $24.6M | 47,929 | $23.9M | 47,805 | +124+0.26% | Add |
| FFTAI AVIATION LTDFTAI |
| 0.74% | 0.82% | $22.8M | 84,168 | $22.2M | 90,765 | -6,597-7.27% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.73% | 1.08% | $22.5M | 13,254 | $29.0M | 16,784 | -3,530-21.03% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.72% | 1.23% | $22.0M | 385,954 | $33.3M | 682,465 | -296,511-43.45% | Reduce |
| BBEONE MEDICINES LTDONC |
| 0.72% | 0.84% | $22.0M | 77,161 | $22.7M | 76,515 | +646+0.84% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.69% | 0.84% | $21.3M | 42,471 | $22.6M | 45,947 | -3,476-7.57% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.65% | 0.15% | $20.0M | 56,366 | $4.1M | 26,804 | +29,562+110.29% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.63% | 0.54% | $19.4M | 15,172 | $14.7M | 11,622 | +3,550+30.55% | Add |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.61% | $18.5M | 56,587 | $16.4M | 55,626 | +961+1.73% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.59% | 0.62% | $18.2M | 52,885 | $16.8M | 52,321 | +564+1.08% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.58% | 0.41% | $17.8M | 47,433 | $11.0M | 39,600 | +7,833+19.78% | Add |
| DDEUTSCHE BK AG |
| 0.55% | 0.74% | $16.8M | 497,002 | $20.0M | 685,268 | -188,266-27.47% | Reduce |
| CCENOVUS ENERGY INC COMCVE |
| 0.54% | 0.64% | $16.5M | 666,358 | $17.2M | 646,538 | +19,820+3.07% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.52% | 0.46% | $15.9M | 88,988 | $12.4M | 2,956 | +86,032+2,910.42% | Add |
 CARRIER GLOBALCARR |
| 0.52% | 0.49% | $15.8M | 215,950 | $13.3M | 236,911 | -20,961-8.85% | Reduce |
 GE VERNOVA INCGEV |
| 0.5% | 0.42% | $15.4M | 13,084 | $11.4M | 13,091 | -7-0.05% | Reduce |
