 NVIDIA CORPORATIONNVDA |
| 2.67% | 2.54% | $1.75B | 8.8M | $1.52B | 8.6M | +207,522+2.41% | Add |
 APPLE INCAAPL |
| 2.27% | 1.53% | $1.48B | 5.0M | $912.7M | 3.6M | +1.5M+41.05% | Add |
 BROADCOM INCAVGO |
| 1.76% | 1.44% | $1.15B | 3.1M | $860.2M | 2.7M | +376,404+13.72% | Add |
 AMAZON COM INCAMZN |
| 1.69% | 1.57% | $1.11B | 4.6M | $934.3M | 4.4M | +142,008+3.20% | Add |
 MICROSOFT CORPMSFT |
| 1.57% | 2.17% | $1.03B | 2.7M | $1.30B | 3.5M | -837,534-23.89% | Reduce |
 ALPHABET INCGOOGL |
| 1.52% | 1.22% | $994.9M | 2.8M | $725.6M | 2.4M | +314,540+12.89% | Add |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.04% | $745.7M | 2.1M | $621.1M | 2.1M | -22,520-1.07% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.02% | 0.87% | $667.2M | 4.4M | $518.8M | 4.4M | -25,174-0.58% | Reduce |
 LABCORP HOLDINGS INCECL |
| 0.97% | 1.02% | $635.0M | 2.2M | $607.2M | 2.2M | +10,511+0.47% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.94% | 0.99% | $613.8M | 4.5M | $591.6M | 4.5M | +52,143+1.16% | Add |
 REPUBLIC SVCS INCRSG |
| 0.83% | 0.83% | $544.5M | 2.5M | $497.8M | 2.3M | +279,881+12.41% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.82% | 0.97% | $535.9M | 1.6M | $581.2M | 2.0M | -408,471-20.37% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.8% | 0.28% | $524.0M | 507,643 | $167.4M | 455,027 | +52,616+11.56% | Add |
 FIRSTENERGY CORP COMFE |
| 0.78% | 0.85% | $511.0M | 10.9M | $508.2M | 10.0M | +884,776+8.87% | Add |
 OKTA INC CLASS AOKTA |
| 0.78% | 0.47% | $510.4M | 3.6M | $281.2M | 3.6M | +80,737+2.27% | Add |
 CHURCH & DWIGHTCHD |
| 0.77% | 0.79% | $505.2M | 5.2M | $468.9M | 5.1M | +146,549+2.90% | Add |
 META PLATFORMS INCMETA |
| 0.75% | 0.77% | $490.5M | 800,288 | $462.1M | 797,714 | +2,574+0.32% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.74% | 0.9% | $480.4M | 8.9M | $534.4M | 8.9M | +69,501+0.78% | Add |
 RPM INTL INCRPM |
| 0.7% | 0.65% | $459.6M | 4.2M | $387.7M | 3.9M | +299,778+7.78% | Add |
 STANDARDAERO INCSARO |
| 0.7% | 0.66% | $456.8M | 15.2M | $395.9M | 15.1M | +143,798+0.95% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.7% | 0.58% | $453.9M | 1.7M | $344.0M | 1.4M | +259,847+18.24% | Add |
 FIFTH THIRD BANCORP COMFITB |
| 0.69% | 0.64% | $452.8M | 7.9M | $380.6M | 8.1M | -252,345-3.10% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.68% | 0.64% | $442.8M | 996,829 | $380.0M | 1.1M | -115,866-10.41% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.68% | 0.69% | $442.2M | 5.1M | $413.4M | 5.3M | -153,034-2.89% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.68% | 0.22% | $441.9M | 816,984 | $133.5M | 635,010 | +181,974+28.66% | Add |
| CCHARLES RIV LABS INTL INCCRL |
| 0.67% | 0.58% | $436.5M | 1.9M | $348.6M | 2.0M | -88,069-4.42% | Reduce |
 CDW CORPCDW |
| 0.66% | 0.52% | $432.1M | 3.1M | $308.1M | 2.5M | +583,436+22.99% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 0.66% | 0.57% | $429.5M | 12.9M | $338.5M | 13.2M | -304,737-2.31% | Reduce |
 ISHARES MBSACGL |
| 0.62% | 0.58% | $408.0M | 4.1M | $346.8M | 3.6M | +508,208+13.99% | Add |
 VULCAN MATLS COVMC |
| 0.61% | 0.65% | $397.9M | 1.3M | $389.7M | 1.4M | -42,315-3.04% | Reduce |
 ELI LILLY & COLLY |
| 0.57% | 0.56% | $375.1M | 314,724 | $331.8M | 347,557 | -32,833-9.45% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 0.54% | 0.57% | $355.6M | 2.5M | $337.3M | 2.4M | +95,835+3.98% | Add |
| CCBRE GROUP INC CL ACBRE |
| 0.54% | 0.37% | $354.0M | 2.6M | $221.6M | 1.6M | +911,896+55.35% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.54% | 0.53% | $350.2M | 510,856 | $315.1M | 523,144 | -12,288-2.35% | Reduce |
| IISHARES TRIEFA |
| 0.53% | 0.54% | $347.2M | 3.6M | $321.0M | 3.5M | +121,131+3.47% | Add |
 EOG RES INCEOG |
| 0.52% | 0.62% | $337.8M | 2.6M | $370.6M | 2.6M | -12,236-0.46% | Reduce |
 KLA CORPKLAC |
| 0.52% | 0.29% | $336.7M | 1.3M | $172.2M | 113,323 | +1.2M+1,016.03% | Add |
 GATES INDL CORP PLCGTES |
| 0.5% | 0.49% | $329.3M | 12.1M | $290.6M | 12.6M | -466,594-3.70% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.49% | 0.56% | $322.8M | 2.4M | $335.5M | 2.5M | -3,680-0.15% | Reduce |
 LOEWS CORPL |
| 0.49% | 0.49% | $317.1M | 2.8M | $295.1M | 2.8M | +11,696+0.42% | Add |
 GE AEROSPACEGE |
| 0.48% | 0.41% | $314.2M | 837,997 | $247.4M | 845,177 | -7,180-0.85% | Reduce |
| IISHARES TRIVV |
| 0.46% | 0.48% | $297.9M | 397,724 | $284.2M | 431,892 | -34,168-7.91% | Reduce |
 NOVANTA INCNOVT |
| 0.46% | 0.35% | $297.5M | 1.8M | $210.3M | 1.8M | +40,900+2.30% | Add |
 EQT CORPEQT |
| 0.45% | 0.57% | $294.9M | 5.6M | $337.6M | 5.5M | +92,516+1.67% | Add |
 WATERS CORPWAT |
| 0.45% | 0.25% | $293.0M | 774,836 | $146.6M | 488,854 | +285,982+58.50% | Add |
 AUTOZONE INCAZO |
| 0.45% | 0.47% | $291.9M | 90,689 | $281.4M | 82,128 | +8,561+10.42% | Add |
 VISA INCV |
| 0.45% | 0.42% | $290.9M | 828,569 | $252.8M | 847,001 | -18,432-2.18% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.44% | 0.64% | $290.2M | 3.1M | $379.4M | 6.1M | -3.0M-49.73% | Reduce |
 TORO COTTC |
| 0.44% | 0.49% | $285.6M | 2.9M | $294.1M | 3.1M | -200,452-6.37% | Reduce |
 ALCON AG ORD SHSALC |
| 0.42% | 0.52% | $274.0M | 4.1M | $311.8M | 4.1M | -28,060-0.68% | Reduce |
