TAIWAN SEMICONDUCTOR MANUFACTSM |
| 13.6% | 9.55% | $200.2M | 883,949 | $249.0M | 1.1M | -215,410-19.59% | Reduce |
ALIBABA GROUP HLDG LTDBABA |
| 7.7% | 5.72% | $113.3M | 999,454 | $149.1M | 1.3M | -315,487-23.99% | Reduce |
MICROSOFT CORPMSFT |
| 7.27% | 6.35% | $107.1M | 215,231 | $165.6M | 332,849 | -117,618-35.34% | Reduce |
NVIDIA CORPORATIONNVDA |
| 5.76% | 5.85% | $84.8M | 536,709 | $152.4M | 964,719 | -428,010-44.37% | Reduce |
ICICI BANK LIMITEDIBN |
| 5.29% | 5.26% | $77.9M | 2.3M | $137.2M | 4.1M | -1.8M-43.25% | Reduce |
| HHDFC BANK LTDHDB |
| 4.23% | 8.35% | $62.3M | 1.8M | $217.7M | 2.8M | -1.0M-35.46% | Reduce |
MASTERCARD INCORPORATEDMA |
| 3.99% | 3.39% | $58.7M | 104,473 | $88.4M | 157,379 | -52,906-33.62% | Reduce |
| IISHARES TRKSA |
| 3.65% | 2.06% | $53.8M | 1.4M | $53.8M | 1.4M | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 3.46% | 3.29% | $50.9M | 68,952 | $85.7M | 116,065 | -47,113-40.59% | Reduce |
LINDE PLCLIN |
| 3.23% | 5.66% | $47.6M | 101,378 | $147.5M | 314,341 | -212,963-67.75% | Reduce |
APPLE INCAAPL |
| 3.08% | 2.63% | $45.4M | 221,110 | $68.6M | 334,550 | -113,440-33.91% | Reduce |
VISA INCV |
| 3.02% | 2.09% | $44.5M | 125,212 | $54.5M | 153,411 | -28,199-18.38% | Reduce |
FERRARI N V COMRACE |
| 2.88% | 7% | $42.4M | 86,613 | $182.6M | 372,710 | -286,097-76.76% | Reduce |
CADENCE DESIGN SYSTEM INC COMAYI |
| 2.55% | 2.4% | $37.6M | 121,917 | $62.5M | 202,957 | -81,040-39.93% | Reduce |
AUTODESK INCADSK |
| 2.41% | 2.17% | $35.4M | 114,490 | $56.5M | 182,642 | -68,152-37.31% | Reduce |
VEEVA SYS INCVEEV |
| 2.24% | 2.65% | $33.0M | 114,468 | $69.0M | 239,579 | -125,111-52.22% | Reduce |
AMAZON COM INCAMZN |
| 2.05% | 1.64% | $30.2M | 137,546 | $42.9M | 195,406 | -57,860-29.61% | Reduce |
IDEXX LABS INC COMIDXX |
| 1.84% | 1.69% | $27.1M | 50,464 | $44.1M | 82,254 | -31,790-38.65% | Reduce |
MERCADOLIBRE INC COMMELI |
| 1.83% | 3.65% | $26.9M | 10,291 | $95.2M | 36,415 | -26,124-71.74% | Reduce |
JD COM INCJD |
| 1.82% | 1.4% | $26.8M | 820,118 | $36.5M | 1.1M | -298,964-26.72% | Reduce |
ZOETIS INC CL AZTS |
| 1.68% | 1.87% | $24.8M | 158,793 | $48.6M | 311,872 | -153,079-49.08% | Reduce |
METTLER TOLEDO INTERNATIONALMTD |
| 1.66% | 2.46% | $24.5M | 20,817 | $64.1M | 54,591 | -33,774-61.87% | Reduce |
MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 1.56% | 1.27% | $23.0M | 234,265 | $33.2M | 338,538 | -104,273-30.80% | Reduce |
TRIP COM GROUP LTDTCOM |
| 1.53% | 1.25% | $22.5M | 383,708 | $32.6M | 555,578 | -171,870-30.94% | Reduce |
CHIPOTLE MEXICAN GRILL INCCMG |
| 1.48% | 1.26% | $21.8M | 387,982 | $32.9M | 585,342 | -197,360-33.72% | Reduce |
ELI LILLY & COLLY |
| 1.48% | 1.03% | $21.7M | 27,887 | $26.9M | 34,544 | -6,657-19.27% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 1.25% | 1.37% | $18.3M | 177,977 | $35.9M | 347,862 | -169,885-48.84% | Reduce |
INTER & CO INCINTR |
| 1.21% | 1.08% | $17.8M | 2.4M | $28.0M | 3.8M | -1.4M-36.51% | Reduce |
| CCRH PLCCRH |
| 1.14% | 0.65% | $16.9M | 182,500 | $16.9M | 182,500 | 00.00% | Unchanged |
RESMED INCRMD |
| 1.11% | 1.35% | $16.3M | 63,126 | $35.1M | 136,131 | -73,005-53.63% | Reduce |
| EEPAM SYS INCEPAM |
| 1.03% | 0.84% | $15.2M | 86,151 | $22.0M | 124,255 | -38,104-30.67% | Reduce |
SYNOPSYS INCSNPS |
| 0.97% | 0.55% | $14.2M | 27,790 | $14.2M | 27,790 | 00.00% | Unchanged |
INFOSYS LTDINFY |
| 0.43% | 0.24% | $6.4M | 343,767 | $6.4M | 343,767 | 00.00% | Unchanged |
| GGLOBANT S A COMGLOB |
| 0.31% | 0.5% | $4.6M | 80,383 | $13.2M | 144,881 | -64,498-44.52% | Reduce |
| AANSYS INC COMANSS |
| 0.27% | 0.36% | $4.0M | 11,428 | $9.5M | 26,980 | -15,552-57.64% | Reduce |
APPLIED MATLS INCAMAT |
| 0.24% | 0.33% | $3.5M | 18,937 | $8.6M | 46,708 | -27,771-59.46% | Reduce |
DEXCOM INCDXCM |
| 0.23% | 0.32% | $3.4M | 38,934 | $8.3M | 94,523 | -55,589-58.81% | Reduce |
COPART INC COMCPRT |
| 0.21% | 0.29% | $3.1M | 63,620 | $7.6M | 154,469 | -90,849-58.81% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.08% | 0.04% | $1.2M | 16,133 | $1.2M | 16,133 | 00.00% | Unchanged |
| FFRANKLIN TEMPLETON ETF TRFLSA |
| 0.04% | 0.02% | $525,504 | 15,985 | $525,504 | 15,985 | 00.00% | Unchanged |
INTUITIVE SURGICAL INCISRG |
| 0.03% | 0.02% | $473,854 | 872 | $473,854 | 872 | 00.00% | Unchanged |
| IISHARES INCIEMG |
| 0.02% | 0.01% | $364,982 | 6,080 | $364,982 | 6,080 | 00.00% | Unchanged |
| VVALMONT INDS INCVMI |
| 0.02% | 0.01% | $340,613 | 1,043 | $340,613 | 1,043 | 00.00% | Unchanged |
ECOLAB INCECL |
| 0.02% | 0.01% | $317,400 | 1,178 | $317,400 | 1,178 | 00.00% | Unchanged |
XYLEM INCXYL |
| 0.02% | 0.01% | $309,817 | 2,395 | $309,817 | 2,395 | 00.00% | Unchanged |
REVVITY INCRVTY |
| 0.02% | 0.01% | $288,516 | 2,983 | $288,516 | 2,983 | 00.00% | Unchanged |
| TTYLER TECHNOLOGIES INCTYL |
| 0.02% | 0.01% | $273,892 | 462 | $273,892 | 462 | 00.00% | Unchanged |
DEERE & CODE |
| 0.02% | 0.01% | $257,804 | 507 | $257,804 | 507 | 00.00% | Unchanged |
HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.02% | 0.01% | $253,116 | 3,474 | $253,116 | 3,474 | 00.00% | Unchanged |
STRIDE INCLRN |
| 0.02% | 0.01% | $238,983 | 1,646 | $238,983 | 1,646 | 00.00% | Unchanged |