 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 9.34% | 3.6% | $5.15B | 5.3M | $1.58B | 4.3M | +973,611+22.40% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.64% | 6.74% | $4.21B | 9.3M | $2.95B | 9.3M | -66,083-0.71% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 5.71% | 6.03% | $3.15B | 33.9M | $2.64B | 33.7M | +134,717+0.40% | Add |
 ASML HLDG NVASML |
| 4.95% | 4.36% | $2.73B | 1.4M | $1.91B | 1.5M | -74,793-4.91% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 3.42% | 4.06% | $1.88B | 10.3M | $1.78B | 10.8M | -479,001-4.44% | Reduce |
| AAPPLOVIN CORPAPP |
| 3.35% | 4.25% | $1.85B | 3.7M | $1.86B | 5.0M | -1.3M-25.84% | Reduce |
 LINDE PLCLIN |
| 2.96% | 3.69% | $1.63B | 3.2M | $1.62B | 3.2M | -43,852-1.36% | Reduce |
 AMAZON COM INCAMZN |
| 2.8% | 2.83% | $1.55B | 6.4M | $1.24B | 6.2M | +270,963+4.39% | Add |
 CORNING INCGLW |
| 2.75% | 2.38% | $1.52B | 5.9M | $1.04B | 8.1M | -2.2M-26.82% | Reduce |
 ICICI BANK LIMITEDIBN |
| 2.74% | 3% | $1.51B | 51.5M | $1.32B | 52.2M | -735,772-1.41% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 2.49% | 2.64% | $1.38B | 41.3M | $1.16B | 40.8M | +494,632+1.21% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.41% | 2.85% | $1.33B | 15.3M | $1.25B | 16.1M | -802,508-4.99% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.38% | 2.62% | $1.31B | 2.8M | $1.15B | 2.4M | +425,400+17.61% | Add |
 ISHARES MBSACGL |
| 2.13% | 2.75% | $1.17B | 12.0M | $1.21B | 12.6M | -628,838-4.99% | Reduce |
 ILLUMINA INCILMN |
| 2.04% | 1.63% | $1.12B | 6.2M | $715.6M | 5.9M | +283,528+4.79% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.93% | 3.77% | $1.06B | 1.6M | $1.65B | 6.6M | -4.9M-75.13% | Reduce |
 META PLATFORMS INCMETA |
| 1.86% | 0.03% | $1.02B | 1.8M | $11.5M | 21,474 | +1.8M+8,380.36% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 1.81% | 2.22% | $998.0M | 4.2M | $972.5M | 4.3M | -165,825-3.81% | Reduce |
 NU HLDGS LTDNU |
| 1.77% | 2.25% | $977.5M | 74.4M | $984.0M | 72.8M | +1.6M+2.21% | Add |
 CARDINAL HEALTH INCCAH |
| 1.76% | 1.89% | $971.4M | 4.1M | $826.6M | 4.0M | +105,825+2.64% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.69% | 1.76% | $929.5M | 4.8M | $771.2M | 4.7M | +98,334+2.11% | Add |
 MEDTRONIC PLCMDT |
| 1.59% | 2.2% | $876.1M | 10.8M | $965.9M | 11.3M | -439,700-3.90% | Reduce |
 WELLTOWER INC COMWELL |
| 1.38% | 1.45% | $762.2M | 3.3M | $636.1M | 3.3M | +89,820+2.76% | Add |
 CORTEVA INC COMCTVA |
| 1.35% | 1.65% | $745.3M | 8.9M | $722.7M | 8.7M | +227,330+2.61% | Add |
 MICROSOFT CORPMSFT |
| 1.32% | 1.58% | $728.1M | 2.0M | $690.8M | 1.9M | +51,137+2.66% | Add |
 VISA INCV |
| 1.31% | 1.41% | $725.2M | 2.1M | $618.5M | 2.1M | +57,715+2.80% | Add |
 MCKESSON CORP COMMCK |
| 1.3% | 1.83% | $716.0M | 957,886 | $801.8M | 932,121 | +25,765+2.76% | Add |
 VENTAS INC COMVTR |
| 1.27% | — | $698.8M | 7.8M | $0 | 0 | +7.8M | New Buy |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.23% | 1.32% | $680.6M | 3.7M | $579.9M | 3.6M | +102,189+2.85% | Add |
| RREINSURANCE GROUP AMER INCRGA |
| 1.17% | 1.29% | $646.0M | 3.0M | $566.8M | 2.8M | +176,445+6.23% | Add |
 WASTE CONNECTIONS INCWCN |
| 1.15% | 1.43% | $634.1M | 3.8M | $627.3M | 3.9M | -81,138-2.09% | Reduce |
 AON PLC SHS CL AAON |
| 1.11% | 1.44% | $614.5M | 1.9M | $632.7M | 2.0M | -76,520-3.92% | Reduce |
 GE AEROSPACEGE |
| 1.1% | 1.43% | $605.8M | 1.6M | $625.7M | 2.3M | -668,953-29.21% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.04% | 1.13% | $575.6M | 1.2M | $496.9M | 1.1M | +30,753+2.74% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1% | 1.16% | $550.9M | 2.4M | $510.2M | 2.4M | +63,049+2.67% | Add |
 LPL FINL HLDGS INCLPLA |
| 0.88% | 1.19% | $487.3M | 1.8M | $520.6M | 1.7M | +75,663+4.36% | Add |
 ALPHABET INCGOOGL |
| 0.61% | <0.01% | $335.0M | 947,287 | $1.1M | 3,886 | +943,401+24,276.92% | Add |
| AAlphabet Inc Class CGOOG |
| 0.61% | — | $334.5M | 952,310 | $0 | 0 | +952,310 | New Buy |
 UBS GROUP AGUBS |
| 0.55% | 0.49% | $304.4M | 6.2M | $214.5M | 5.9M | +300,258+5.13% | Add |
 NOVARTIS AGNVS |
| 0.54% | 0.5% | $300.1M | 1.9M | $220.0M | 1.5M | +441,169+30.15% | Add |
| MMEDLINE INC COM CL AMDLN |
| 0.53% | 0.7% | $293.0M | 7.4M | $307.7M | 7.2M | +178,919+2.48% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.51% | 0.4% | $283.5M | 2.8M | $176.5M | 2.7M | +75,886+2.80% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.51% | 0.34% | $282.4M | 144,923 | $148.6M | 116,698 | +28,225+24.19% | Add |
 ASTRAZENECA PLCAZN |
| 0.45% | — | $248.8M | 1.3M | $0 | 0 | +1.3M | New Buy |
| CCANADIAN NAT RES LTDCNQ |
| 0.42% | 0.58% | $230.1M | 5.9M | $252.9M | 5.1M | +730,300+14.26% | Add |
| BBROOKDALE SR LIVING INCBKD |
| 0.42% | 0.39% | $229.2M | 14.5M | $171.7M | 12.8M | +1.6M+12.81% | Add |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.37% | 0.37% | $206.3M | 4.0M | $160.7M | 3.4M | +541,403+15.81% | Add |
 TAPESTRY INCTPR |
| 0.36% | 0.35% | $199.9M | 1.4M | $154.8M | 1.1M | +233,379+20.65% | Add |
 Tc Energy Corp COMMONTRP |
| 0.34% | — | $189.1M | 2.8M | $0 | 0 | +2.8M | New Buy |
 NATIONAL GRID PLC SPONSORED ADR NENGG |
| 0.33% | — | $183.6M | 2.2M | $0 | 0 | +2.2M | New Buy |
