 NVIDIA CORPORATIONNVDA |
| 16.12% | 16.06% | $941.0M | 4.7M | $908.3M | 5.2M | -505,196-9.70% | Reduce |
 ALPHABET INCGOOGL |
| 9.36% | 8.96% | $546.2M | 1.5M | $506.6M | 1.8M | -233,355-13.24% | Reduce |
 BROADCOM INCAVGO |
| 9.15% | 8.84% | $534.4M | 1.4M | $499.9M | 1.6M | -200,467-12.41% | Reduce |
 ARISTA NETWORKS INCANET |
| 7.66% | 5.83% | $447.1M | 2.6M | $329.9M | 2.7M | -54,578-2.03% | Reduce |
 MICROSOFT CORPMSFT |
| 5.42% | 10.09% | $316.3M | 847,829 | $570.8M | 1.5M | -694,046-45.01% | Reduce |
 AMAZON COM INCAMZN |
| 5.41% | 7.2% | $315.7M | 1.3M | $407.4M | 2.0M | -631,517-32.28% | Reduce |
 META PLATFORMS INCMETA |
| 5.29% | 5.07% | $309.1M | 548,698 | $286.7M | 501,154 | +47,544+9.49% | Add |
 GE VERNOVA INCGEV |
| 3.86% | 3.64% | $225.5M | 191,962 | $205.7M | 235,701 | -43,739-18.56% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 2.98% | 3.14% | $173.9M | 646,621 | $177.4M | 769,737 | -123,116-15.99% | Reduce |
 REDDIT INC CL ARDDT |
| 2.45% | 2.02% | $143.2M | 825,061 | $114.2M | 848,206 | -23,145-2.73% | Reduce |
| EEVERPURE INC CL AEVPR |
| 2.29% | 1.23% | $133.6M | 1.7M | $69.4M | 1.2M | +520,497+44.31% | Add |
 AMPHENOL CORPAPH |
| 2.14% | — | $125.2M | 710,204 | $0 | 0 | +710,204 | New Buy |
 GE AEROSPACEGE |
| 2.14% | 1.89% | $124.7M | 333,572 | $106.7M | 376,098 | -42,526-11.31% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.93% | 2.73% | $112.9M | 1.6M | $154.7M | 2.2M | -586,652-27.28% | Reduce |
 ORACLE CORPORCL |
| 1.8% | 2.02% | $104.8M | 715,341 | $114.3M | 777,056 | -61,715-7.94% | Reduce |
| TTERADYNE INCTER |
| 1.63% | 0.55% | $95.3M | 196,967 | $31.4M | 105,841 | +91,126+86.10% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.61% | 1.34% | $93.9M | 250,103 | $75.5M | 271,858 | -21,755-8.00% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 1.6% | 1.7% | $93.3M | 523,243 | $96.0M | 22,797 | +500,446+2,195.23% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.59% | — | $92.8M | 265,207 | $0 | 0 | +265,207 | New Buy |
 DEXCOM INCDXCM |
| 1.57% | 2.14% | $91.5M | 1.4M | $120.8M | 1.9M | -564,685-29.35% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.56% | — | $91.4M | 211,754 | $0 | 0 | +211,754 | New Buy |
 NETFLIX INCNFLX |
| 1.52% | 2.35% | $88.5M | 1.2M | $133.1M | 1.4M | -144,706-10.46% | Reduce |
| AATI INCATI |
| 1.49% | — | $86.9M | 441,048 | $0 | 0 | +441,048 | New Buy |
| EENTEGRIS INCENTG |
| 1.49% | 0.74% | $86.8M | 482,799 | $41.7M | 355,538 | +127,261+35.79% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.3% | 0.25% | $75.7M | 158,437 | $14.3M | 42,266 | +116,171+274.86% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.29% | 1.24% | $75.0M | 163,443 | $70.0M | 144,331 | +19,112+13.24% | Add |
 COHERENT CORPCOHR |
| 1.21% | — | $70.9M | 179,782 | $0 | 0 | +179,782 | New Buy |
 AUTODESK INCADSK |
| 1.1% | 1.83% | $64.3M | 330,503 | $103.5M | 432,363 | -101,860-23.56% | Reduce |
 SERVICENOW INCNOW |
| 1.02% | 0.88% | $59.4M | 598,708 | $49.7M | 475,149 | +123,559+26.00% | Add |
 NETAPP INCNTAP |
| 0.7% | — | $40.6M | 262,656 | $0 | 0 | +262,656 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.37% | 0.63% | $21.9M | 511,968 | $35.4M | 564,349 | -52,381-9.28% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.3% | 1.86% | $17.6M | 34,237 | $105.4M | 211,023 | -176,786-83.78% | Reduce |
 ASML HLDG NVASML |
| 0.15% | 0.08% | $8.9M | 4,449 | $4.3M | 3,282 | +1,167+35.56% | Add |
 STRYKER CORPORATIONSYK |
| 0.14% | 0.17% | $8.0M | 25,544 | $9.5M | 28,927 | -3,383-11.69% | Reduce |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.09% | 0.06% | $5.0M | 19,046 | $3.3M | 19,068 | -22-0.12% | Reduce |
 VISA INCV |
| 0.08% | 2.43% | $4.7M | 13,688 | $137.6M | 455,389 | -441,701-96.99% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.02% | <0.01% | $876,094 | 2,941 | $229,103 | 2,313 | +628+27.15% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.01% | — | $733,689 | 1,263 | $0 | 0 | +1,263 | New Buy |
 INTEL CORPINTC |
| 0.01% | <0.01% | $688,516 | 4,931 | $252,600 | 5,724 | -793-13.85% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.01% | 0.01% | $687,866 | 1,940 | $412,994 | 2,730 | -790-28.94% | Reduce |
| AASTERA LABS INCALAB |
| 0.01% | — | $593,632 | 1,229 | $0 | 0 | +1,229 | New Buy |
 DATADOG INCDDOG |
| 0.01% | — | $543,111 | 2,086 | $0 | 0 | +2,086 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.01% | <0.01% | $540,242 | 1,529 | $205,679 | 717 | +812+113.25% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.01% | 0.01% | $520,582 | 4,462 | $501,009 | 3,425 | +1,037+30.28% | Add |
 SHOPIFY INCSHOP |
| 0.01% | 0.01% | $469,508 | 4,112 | $392,988 | 3,313 | +799+24.12% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.01% | — | $428,593 | 1,576 | $0 | 0 | +1,576 | New Buy |
 HEICO CORP NEWHEI |
| 0.01% | <0.01% | $411,399 | 1,155 | $221,279 | 807 | +348+43.12% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.01% | — | $403,288 | 470 | $0 | 0 | +470 | New Buy |
| IISHARES RUSSELLIWF |
| 0.01% | 0.1% | $388,776 | 3,131 | $5.5M | 12,897 | -9,766-75.72% | Reduce |
 MONGODB INC CL AMDB |
| 0.01% | — | $336,572 | 1,002 | $0 | 0 | +1,002 | New Buy |
