 NVIDIA CORPORATIONNVDA |
| 12.01% | 11.72% | $436.7M | 2.2M | $319.3M | 1.8M | +351,231+19.18% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.86% | 1.68% | $176.7M | 153,059 | $45.9M | 135,846 | +17,213+12.67% | Add |
 BROADCOM INCAVGO |
| 4.43% | 4.05% | $161.0M | 426,133 | $110.3M | 356,492 | +69,641+19.54% | Add |
 APPLE INCAAPL |
| 4.04% | 4.28% | $146.8M | 507,454 | $116.5M | 458,970 | +48,484+10.56% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.6% | 1.47% | $130.8M | 225,124 | $40.0M | 196,777 | +28,347+14.41% | Add |
 MICROSOFT CORPMSFT |
| 2.68% | 3.21% | $97.3M | 260,957 | $87.5M | 236,504 | +24,453+10.34% | Add |
 INTEL CORPINTC |
| 2.59% | 0.94% | $94.1M | 674,183 | $25.7M | 582,938 | +91,245+15.65% | Add |
 AMAZON COM INCAMZN |
| 2.48% | 2.8% | $90.2M | 378,594 | $76.2M | 365,941 | +12,653+3.46% | Add |
 APPLIED MATLS INCAMAT |
| 2.19% | 1.2% | $79.7M | 110,290 | $32.7M | 95,792 | +14,498+15.13% | Add |
 LAM RESEARCH CORPLRCX |
| 2.07% | 1.18% | $75.3M | 173,756 | $32.2M | 150,720 | +23,036+15.28% | Add |
 ALPHABET INCGOOGL |
| 1.95% | 1.91% | $71.0M | 198,780 | $51.9M | 180,629 | +18,151+10.05% | Add |
 TESLA INCTSLA |
| 1.78% | 1.99% | $64.6M | 153,480 | $54.3M | 146,101 | +7,379+5.05% | Add |
| AAlphabet Inc Class CGOOG |
| 1.71% | 1.71% | $62.2M | 176,091 | $46.7M | 162,795 | +13,296+8.17% | Add |
 META PLATFORMS INCMETA |
| 1.65% | 1.97% | $60.1M | 106,678 | $53.6M | 93,638 | +13,040+13.93% | Add |
 KLA CORPKLAC |
| 1.51% | 0.85% | $54.8M | 181,494 | $23.3M | 15,816 | +165,678+1,047.53% | Add |
 CISCO SYS INCCSCO |
| 1.24% | 1.02% | $45.2M | 384,516 | $27.9M | 359,442 | +25,074+6.98% | Add |
 WALMART INCWMT |
| 1.15% | 1.6% | $42.0M | 370,547 | $43.5M | 349,720 | +20,827+5.96% | Add |
 TEXAS INSTRS INCTXN |
| 1.03% | 0.78% | $37.5M | 125,868 | $21.2M | 108,959 | +16,909+15.52% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.99% | 0.34% | $36.1M | 121,305 | $9.3M | 94,173 | +27,132+28.81% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | 1.16% | $31.5M | 33,656 | $31.6M | 31,731 | +1,925+6.07% | Add |
| SSANDISK CORP COMSNDK |
| 0.77% | 0.04% | $28.1M | 12,377 | $1.2M | 1,867 | +10,510+562.94% | Add |
| QQUALCOMM INCQCOM |
| 0.74% | 0.61% | $26.9M | 145,770 | $16.5M | 128,098 | +17,672+13.80% | Add |
 ANALOG DEVICES INC COMADI |
| 0.74% | 0.68% | $26.8M | 67,443 | $18.7M | 58,638 | +8,805+15.02% | Add |
 NETFLIX INCNFLX |
| 0.73% | 1.26% | $26.4M | 369,450 | $34.4M | 357,954 | +11,496+3.21% | Add |
 LINDE PLCLIN |
| 0.64% | 0.68% | $23.2M | 44,756 | $18.5M | 37,394 | +7,362+19.69% | Add |
 PALO ALTOPANW |
| 0.64% | 0.37% | $23.2M | 67,899 | $10.0M | 62,354 | +5,545+8.89% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.62% | 0.94% | $22.4M | 191,897 | $25.7M | 175,926 | +15,971+9.08% | Add |
 AMGEN INC COMAMGN |
| 0.51% | 0.65% | $18.6M | 51,320 | $17.6M | 50,077 | +1,243+2.48% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.5% | 0.26% | $18.3M | 28,588 | $7.0M | 25,825 | +2,763+10.70% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.5% | 0.24% | $18.0M | 18,691 | $6.5M | 16,700 | +1,991+11.92% | Add |
 EXXON MOBIL CORPXOM |
| 0.46% | 0.82% | $16.6M | 121,236 | $22.3M | 131,659 | -10,423-7.92% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.45% | 0.28% | $16.2M | 21,276 | $7.6M | 19,364 | +1,912+9.87% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.41% | 0.48% | $14.9M | 83,742 | $13.1M | 3,119 | +80,623+2,584.90% | Add |
 ASML HLDG NVASML |
| 0.4% | 0.32% | $14.4M | 7,236 | $8.7M | 6,589 | +647+9.82% | Add |
 T-MOBILE US INC COMTMUS |
| 0.39% | 0.59% | $14.2M | 84,853 | $16.1M | 76,879 | +7,974+10.37% | Add |
 PEPSICO INCPEP |
| 0.39% | 0.56% | $14.1M | 103,967 | $15.2M | 97,702 | +6,265+6.41% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.39% | 0.55% | $14.0M | 110,868 | $15.0M | 107,433 | +3,435+3.20% | Add |
| AAPPLOVIN CORPAPP |
| 0.35% | 0.34% | $12.9M | 25,016 | $9.2M | 23,131 | +1,885+8.15% | Add |
 ARM HOLDINGS PLCARM |
| 0.35% | 0.09% | $12.6M | 35,479 | $2.3M | 15,405 | +20,074+130.31% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.33% | 0.35% | $12.1M | 25,300 | $9.4M | 27,818 | -2,518-9.05% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.33% | 0.61% | $12.0M | 72,546 | $16.6M | 80,056 | -7,510-9.38% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.32% | 0.38% | $11.6M | 23,398 | $10.3M | 23,137 | +261+1.13% | Add |
 ELI LILLY & COLLY |
| 0.31% | 0.32% | $11.4M | 9,538 | $8.8M | 9,591 | -53-0.55% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.31% | 0.46% | $11.4M | 28,577 | $12.4M | 26,986 | +1,591+5.90% | Add |
 NEWMONT CORPNEM |
| 0.3% | 0.54% | $10.8M | 115,506 | $14.8M | 136,640 | -21,134-15.47% | Reduce |
| TTERADYNE INCTER |
| 0.29% | 0.1% | $10.5M | 21,708 | $2.6M | 8,809 | +12,899+146.43% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.27% | 0.22% | $9.8M | 34,916 | $6.0M | 30,281 | +4,635+15.31% | Add |
 DATADOG INCDDOG |
| 0.27% | 0.16% | $9.7M | 37,396 | $4.2M | 35,768 | +1,628+4.55% | Add |
 SHOPIFY INCSHOP |
| 0.26% | 0.34% | $9.6M | 84,041 | $9.3M | 78,688 | +5,353+6.80% | Add |
 STARBUCKS CORPSBUX |
| 0.26% | 0.29% | $9.5M | 92,943 | $7.8M | 87,418 | +5,525+6.32% | Add |
