 NVIDIA CORPORATIONNVDA |
| 9.01% | 8.95% | $4.21B | 21.0M | $3.47B | 19.9M | +1.2M+5.78% | Add |
 BROADCOM INCAVGO |
| 4.35% | 4.6% | $2.03B | 5.4M | $1.79B | 5.8M | -383,142-6.64% | Reduce |
 APPLE INCAAPL |
| 4.29% | 4.63% | $2.00B | 6.9M | $1.80B | 7.1M | -153,577-2.17% | Reduce |
 MICROSOFT CORPMSFT |
| 3.08% | 3.82% | $1.44B | 3.9M | $1.48B | 4.0M | -141,086-3.53% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3% | 0.88% | $1.40B | 1.2M | $340.2M | 1.0M | +206,274+20.49% | Add |
 ALPHABET INCGOOGL |
| 2.72% | 2.44% | $1.27B | 3.6M | $945.5M | 3.3M | +273,190+8.31% | Add |
 AMAZON COM INCAMZN |
| 2.53% | 2.53% | $1.18B | 5.0M | $981.1M | 4.7M | +239,341+5.08% | Add |
 APPLIED MATLS INCAMAT |
| 1.96% | 1.06% | $918.1M | 1.3M | $409.2M | 1.2M | +72,669+6.07% | Add |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.88% | $838.4M | 2.4M | $728.0M | 2.5M | -164,930-6.50% | Reduce |
 META PLATFORMS INCMETA |
| 1.22% | 1.54% | $568.3M | 1.0M | $597.5M | 1.0M | -35,507-3.40% | Reduce |
 TESLA INCTSLA |
| 1.13% | 1.18% | $528.8M | 1.3M | $455.9M | 1.2M | +31,122+2.54% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.03% | 0.36% | $483.2M | 831,728 | $139.7M | 686,700 | +145,028+21.12% | Add |
 ELI LILLY & COLLY |
| 1.03% | 0.9% | $482.8M | 402,536 | $350.0M | 380,578 | +21,958+5.77% | Add |
 KLA CORPKLAC |
| 1.01% | 0.77% | $470.8M | 1.6M | $300.1M | 203,799 | +1.4M+665.76% | Add |
 JPMORGAN CHASE & COJPM |
| 0.9% | 0.93% | $420.2M | 1.3M | $361.2M | 1.2M | +55,717+4.54% | Add |
| AASTERA LABS INCALAB |
| 0.88% | 0.13% | $411.7M | 852,312 | $49.4M | 450,628 | +401,684+89.14% | Add |
 CATERPILLAR INCCAT |
| 0.82% | 0.66% | $384.9M | 361,458 | $257.0M | 362,810 | -1,352-0.37% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.8% | 0.88% | $372.8M | 725,879 | $342.4M | 685,222 | +40,657+5.93% | Add |
 CISCO SYS INCCSCO |
| 0.78% | 0.73% | $363.5M | 3.1M | $284.7M | 3.7M | -574,230-15.65% | Reduce |
 WELLTOWER INC COMWELL |
| 0.69% | 0.7% | $324.3M | 1.4M | $270.1M | 1.4M | +62,791+4.60% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.8% | $320.3M | 1.3M | $310.3M | 1.3M | -7,998-0.63% | Reduce |
| TTERADYNE INCTER |
| 0.62% | 0.24% | $290.4M | 600,300 | $94.9M | 320,119 | +280,181+87.52% | Add |
 INTEL CORPINTC |
| 0.6% | 0.22% | $279.3M | 2.0M | $85.5M | 1.9M | +62,328+3.22% | Add |
| QQUALCOMM INCQCOM |
| 0.6% | 0.15% | $278.9M | 1.5M | $57.4M | 445,759 | +1.1M+238.53% | Add |
 WALMART INCWMT |
| 0.6% | 0.77% | $278.6M | 2.5M | $299.4M | 2.4M | +50,702+2.10% | Add |
 VISA INCV |
| 0.59% | 0.61% | $276.0M | 804,446 | $237.7M | 786,610 | +17,836+2.27% | Add |
 LAM RESEARCH CORPLRCX |
| 0.58% | 0.33% | $271.4M | 626,419 | $127.3M | 595,945 | +30,474+5.11% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.57% | 0.62% | $265.7M | 530,937 | $242.0M | 505,095 | +25,842+5.12% | Add |
 EXXON MOBIL CORPXOM |
| 0.56% | 0.95% | $261.3M | 1.9M | $369.9M | 2.2M | -269,062-12.34% | Reduce |
 ABBVIE INCABBV |
| 0.55% | 0.57% | $256.8M | 1.0M | $222.9M | 1.0M | -4,422-0.43% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.54% | 0.6% | $251.4M | 1.9M | $233.7M | 1.8M | +87,609+4.95% | Add |
 PROGRESSIVE CORPPGR |
| 0.53% | 0.57% | $245.8M | 1.1M | $221.2M | 1.1M | +9,282+0.83% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.34% | $234.5M | 564,103 | $133.4M | 493,005 | +71,098+14.42% | Add |
 MERCK & CO INCMRK |
| 0.49% | 0.49% | $228.3M | 1.8M | $190.0M | 1.6M | +196,532+12.44% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.49% | 0.36% | $227.9M | 356,832 | $137.8M | 509,267 | -152,435-29.93% | Reduce |
 NETFLIX INCNFLX |
| 0.48% | 0.75% | $222.3M | 3.1M | $291.0M | 3.0M | +86,889+2.87% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.45% | 0.64% | $208.2M | 222,567 | $246.8M | 247,715 | -25,148-10.15% | Reduce |
 EQUINIX INCEQIX |
| 0.44% | 0.48% | $207.5M | 199,020 | $187.0M | 190,765 | +8,255+4.33% | Add |
 PROCTER & GAMBLE COPG |
| 0.41% | 0.47% | $190.0M | 1.3M | $183.7M | 1.3M | +24,365+1.92% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.4% | 0.09% | $186.0M | 192,732 | $34.5M | 87,967 | +104,765+119.10% | Add |
 HOME DEPOT INCHD |
| 0.39% | 0.43% | $183.1M | 519,071 | $167.9M | 510,442 | +8,629+1.69% | Add |
 COCA COLA COKO |
| 0.38% | 0.44% | $176.3M | 2.2M | $170.1M | 2.2M | -67,916-3.04% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.37% | 0.43% | $173.6M | 2.0M | $168.5M | 1.8M | +163,195+9.00% | Add |
 CHEVRON CORPORATIONCVX |
| 0.36% | 0.57% | $166.9M | 1.0M | $219.5M | 1.1M | -54,124-5.10% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.36% | 0.3% | $166.0M | 418,081 | $116.3M | 365,688 | +52,393+14.33% | Add |
 LINDE PLCLIN |
| 0.35% | 0.41% | $162.0M | 312,170 | $160.0M | 322,689 | -10,519-3.26% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.34% | 0.41% | $161.0M | 321,187 | $157.3M | 319,972 | +1,215+0.38% | Add |
 GE VERNOVA INCGEV |
| 0.34% | 0.3% | $160.4M | 136,567 | $116.5M | 133,419 | +3,148+2.36% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.34% | 0.17% | $157.9M | 365,915 | $67.3M | 409,805 | -43,890-10.71% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.33% | 0.38% | $156.2M | 863,521 | $147.7M | 893,332 | -29,811-3.34% | Reduce |
