 NVIDIA CORPORATIONNVDA |
| 6.15% | 6.35% | $3.21B | 16.0M | $2.92B | 16.7M | -695,544-4.15% | Reduce |
 UBS GROUP AGUBS |
| 5.26% | 4.72% | $2.74B | 55.2M | $2.17B | 56.7M | -1.4M-2.54% | Reduce |
 APPLE INCAAPL |
| 5.14% | 5.15% | $2.68B | 9.3M | $2.37B | 9.3M | -69,591-0.75% | Reduce |
 MICROSOFT CORPMSFT |
| 3.25% | 4.33% | $1.70B | 4.5M | $1.99B | 5.4M | -829,177-15.43% | Reduce |
 ALPHABET INCGOOGL |
| 2.97% | 2.65% | $1.55B | 4.3M | $1.22B | 4.2M | +96,863+2.29% | Add |
 AMAZON COM INCAMZN |
| 2.76% | 2.65% | $1.44B | 6.0M | $1.22B | 5.8M | +200,954+3.44% | Add |
 BROADCOM INCAVGO |
| 2.25% | 2.11% | $1.18B | 3.1M | $970.6M | 3.1M | -23,311-0.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.18% | 0.61% | $1.14B | 986,674 | $281.7M | 833,731 | +152,943+18.34% | Add |
| AAlphabet Inc Class CGOOG |
| 1.77% | 1.83% | $923.6M | 2.6M | $840.2M | 2.9M | -315,131-10.76% | Reduce |
 ELI LILLY & COLLY |
| 1.52% | 1.28% | $792.9M | 661,071 | $587.1M | 638,306 | +22,765+3.57% | Add |
 META PLATFORMS INCMETA |
| 1.5% | 1.69% | $780.5M | 1.4M | $778.9M | 1.4M | +24,179+1.78% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.46% | 0.33% | $764.7M | 1.3M | $151.0M | 742,484 | +573,827+77.28% | Add |
 TESLA INCTSLA |
| 1.39% | 1.66% | $724.7M | 1.7M | $764.8M | 2.1M | -334,312-16.25% | Reduce |
| AAMRIZE LTD SHSAMRZ |
| 1.1% | 1.26% | $575.9M | 10.8M | $578.8M | 10.7M | +166,786+1.56% | Add |
 ALCON AG ORD SHSALC |
| 1.03% | 1.29% | $535.8M | 7.9M | $591.7M | 8.0M | -107,162-1.34% | Reduce |
 VISA INCV |
| 0.88% | 0.82% | $458.5M | 1.3M | $377.9M | 1.3M | +85,954+6.87% | Add |
 JPMORGAN CHASE & COJPM |
| 0.86% | 1.17% | $448.7M | 1.4M | $537.2M | 1.8M | -455,478-24.94% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.74% | 0.69% | $386.1M | 751,833 | $318.0M | 636,462 | +115,371+18.13% | Add |
 WALMART INCWMT |
| 0.71% | 0.91% | $372.4M | 3.3M | $416.6M | 3.4M | -64,517-1.92% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.83% | $359.4M | 1.4M | $381.3M | 1.6M | -144,757-9.28% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.67% | 0.84% | $351.6M | 1.9M | $386.0M | 2.0M | -114,035-5.72% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.64% | 0.69% | $336.2M | 2.5M | $319.4M | 1.9M | +576,196+30.61% | Add |
 WELLTOWER INC COMWELL |
| 0.59% | 0.48% | $305.4M | 1.3M | $222.4M | 1.1M | +220,610+19.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.57% | 0.36% | $295.1M | 589,802 | $167.0M | 348,557 | +241,245+69.21% | Add |
 MORGAN STANLEYMS |
| 0.53% | 0.21% | $277.7M | 1.3M | $97.4M | 591,649 | +736,736+124.52% | Add |
 PALO ALTOPANW |
| 0.53% | 0.3% | $276.1M | 809,489 | $138.5M | 864,107 | -54,618-6.32% | Reduce |
 CATERPILLAR INCCAT |
| 0.5% | 0.4% | $260.6M | 244,746 | $182.8M | 258,026 | -13,280-5.15% | Reduce |
 GE VERNOVA INCGEV |
| 0.5% | 0.41% | $260.4M | 221,672 | $188.7M | 216,173 | +5,499+2.54% | Add |
 LINDE PLCLIN |
| 0.49% | 0.51% | $257.6M | 496,431 | $233.1M | 470,287 | +26,144+5.56% | Add |
 LOGITECH INTL S A SHSLOGI |
| 0.46% | 0.47% | $241.8M | 2.6M | $216.2M | 2.4M | +175,127+7.30% | Add |
 ABBVIE INCABBV |
| 0.46% | 0.31% | $237.8M | 945,063 | $143.7M | 660,576 | +284,487+43.07% | Add |
 APPLIED MATLS INCAMAT |
| 0.45% | 0.3% | $234.3M | 324,124 | $136.6M | 399,774 | -75,650-18.92% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.43% | 0.38% | $223.8M | 1.5M | $173.1M | 1.5M | +88,841+6.09% | Add |
 VERTIV HOLDINGS COVRT |
| 0.43% | 0.39% | $222.9M | 665,850 | $181.4M | 724,040 | -58,190-8.04% | Reduce |
 CISCO SYS INCCSCO |
| 0.42% | 0.33% | $219.2M | 1.9M | $151.5M | 2.0M | -87,227-4.47% | Reduce |
 GE AEROSPACEGE |
| 0.42% | 0.37% | $217.5M | 582,031 | $169.1M | 595,916 | -13,885-2.33% | Reduce |
 AMPHENOL CORPAPH |
| 0.42% | 0.37% | $217.4M | 1.2M | $171.1M | 1.4M | -121,313-8.96% | Reduce |
 INTEL CORPINTC |
| 0.42% | 0.31% | $217.0M | 1.6M | $141.2M | 3.2M | -1.6M-51.43% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.41% | 0.23% | $212.7M | 490,926 | $108.0M | 505,356 | -14,430-2.86% | Reduce |
 CVS HEALTH CORPCVS |
| 0.39% | 0.22% | $205.3M | 2.0M | $103.3M | 1.4M | +546,081+37.96% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.39% | 0.52% | $204.9M | 219,017 | $237.3M | 238,147 | -19,130-8.03% | Reduce |
 CANADIAN IMPERIAL BANK OF COCM |
| 0.38% | 0.38% | $199.5M | 1.7M | $175.4M | 1.9M | -123,784-6.67% | Reduce |
 QUANTA SVCS INCPWR |
| 0.38% | 0.36% | $199.0M | 276,437 | $164.3M | 299,256 | -22,819-7.63% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.38% | 0.36% | $197.5M | 1.2M | $164.2M | 1.3M | -175,094-13.09% | Reduce |
 COCA COLA COKO |
| 0.37% | 0.41% | $194.5M | 2.4M | $190.1M | 2.5M | -106,388-4.26% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.37% | 0.32% | $190.7M | 188,563 | $145.5M | 171,982 | +16,581+9.64% | Add |
 MERCK & CO INCMRK |
| 0.36% | 0.27% | $190.5M | 1.5M | $123.2M | 1.0M | +457,995+44.71% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.36% | 0.37% | $189.1M | 380,762 | $168.4M | 377,013 | +3,749+0.99% | Add |
 HOME DEPOT INCHD |
| 0.35% | 0.19% | $180.5M | 511,722 | $88.7M | 269,609 | +242,113+89.80% | Add |
 FORTINET INCFTNT |
| 0.34% | 0.22% | $178.3M | 1.2M | $99.2M | 1.2M | -53,056-4.37% | Reduce |
