 NVIDIA CORPORATIONNVDA |
| 6.77% | 5.94% | $225.4M | 1.1M | $169.0M | 969,188 | +157,506+16.25% | Add |
 MICROSOFT CORPMSFT |
| 3.94% | 4.53% | $131.2M | 351,595 | $128.9M | 348,349 | +3,246+0.93% | Add |
 APPLE INCAAPL |
| 3.3% | 3.74% | $109.8M | 379,605 | $106.5M | 419,485 | -39,880-9.51% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.73% | 1.99% | $91.0M | 125,930 | $56.6M | 165,726 | -39,796-24.01% | Reduce |
 AMAZON COM INCAMZN |
| 2.57% | 2.54% | $85.6M | 359,209 | $72.4M | 347,463 | +11,746+3.38% | Add |
 INTEL CORPINTC |
| 2.13% | 0.14% | $71.0M | 508,159 | $4.1M | 92,673 | +415,486+448.34% | Add |
 TEXAS INSTRS INCTXN |
| 1.94% | 1.51% | $64.8M | 217,295 | $43.1M | 221,898 | -4,603-2.07% | Reduce |
 SALESFORCE INCCRM |
| 1.79% | 1.51% | $59.5M | 379,983 | $42.9M | 229,576 | +150,407+65.52% | Add |
 MERCK & CO INCMRK |
| 1.61% | 1.24% | $53.5M | 416,139 | $35.3M | 293,491 | +122,648+41.79% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.58% | 0.31% | $52.7M | 45,681 | $8.8M | 26,146 | +19,535+74.72% | Add |
 BROADCOM INCAVGO |
| 1.53% | 1.56% | $51.1M | 135,211 | $44.3M | 143,269 | -8,058-5.62% | Reduce |
| EEVERPURE INC CL AEVPR |
| 1.53% | — | $51.0M | 647,834 | $0 | 0 | +647,834 | New Buy |
 ALPHABET INCGOOGL |
| 1.48% | 1.84% | $49.3M | 138,008 | $52.3M | 181,783 | -43,775-24.08% | Reduce |
 ELI LILLY & COLLY |
| 1.35% | 1.15% | $45.0M | 37,504 | $32.6M | 35,460 | +2,044+5.76% | Add |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.17% | $39.6M | 120,843 | $33.4M | 113,536 | +7,307+6.44% | Add |
 ABBVIE INCABBV |
| 1.17% | 1.42% | $39.1M | 155,208 | $40.4M | 185,761 | -30,553-16.45% | Reduce |
 BLOOM ENERGY CORPBE |
| 1.09% | 0.83% | $36.2M | 119,481 | $23.6M | 174,200 | -54,719-31.41% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.84% | $31.3M | 88,702 | $24.0M | 83,732 | +4,970+5.94% | Add |
 AUTODESK INCADSK |
| 0.92% | 2.03% | $30.5M | 157,014 | $57.8M | 241,449 | -84,435-34.97% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.9% | 1.31% | $30.1M | 220,070 | $37.3M | 219,980 | +90+0.04% | Add |
 ARM HOLDINGS PLCARM |
| 0.9% | 0.24% | $29.9M | 84,359 | $6.8M | 45,270 | +39,089+86.35% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.86% | 0.95% | $28.5M | 325,157 | $27.0M | 290,881 | +34,276+11.78% | Add |
| BBANK OF AMER CORPBAC |
| 0.84% | 0.83% | $27.8M | 488,330 | $23.7M | 486,205 | +2,125+0.44% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.79% | 0.71% | $26.4M | 182,715 | $20.3M | 171,017 | +11,698+6.84% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.75% | 0.58% | $25.1M | 106,558 | $16.5M | 83,772 | +22,786+27.20% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 0.75% | 0.36% | $24.8M | 138,386 | $10.3M | 54,147 | +84,239+155.57% | Add |
 PALO ALTOPANW |
| 0.69% | 0.39% | $23.1M | 67,649 | $11.0M | 68,773 | -1,124-1.63% | Reduce |
 META PLATFORMS INCMETA |
| 0.68% | 0.91% | $22.5M | 39,937 | $25.9M | 45,314 | -5,377-11.87% | Reduce |
 OKTA INC CLASS AOKTA |
| 0.66% | 0.38% | $21.9M | 160,364 | $10.8M | 137,420 | +22,944+16.70% | Add |
 WASTE MGMT INC DELWM |
| 0.65% | 0.36% | $21.7M | 97,438 | $10.1M | 44,034 | +53,404+121.28% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.65% | 0.57% | $21.7M | 52,234 | $16.2M | 60,022 | -7,788-12.98% | Reduce |
 AMGEN INC COMAMGN |
| 0.63% | 0.57% | $21.0M | 58,035 | $16.3M | 46,275 | +11,760+25.41% | Add |
 NEWMONT CORPNEM |
| 0.62% | 1.02% | $20.7M | 221,193 | $29.1M | 268,416 | -47,223-17.59% | Reduce |
| DDNOW INCDNOW |
| 0.62% | — | $20.5M | 1.6M | $0 | 0 | +1.6M | New Buy |
| AARCHROCK INC COMAROC |
| 0.61% | 0.19% | $20.2M | 495,555 | $5.3M | 153,665 | +341,890+222.49% | Add |
 NETFLIX INCNFLX |
| 0.6% | 0.23% | $20.0M | 280,521 | $6.4M | 66,595 | +213,926+321.23% | Add |
 EATON CORP PLCETN |
| 0.6% | 0.49% | $20.0M | 46,867 | $13.9M | 38,877 | +7,990+20.55% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.59% | 0.54% | $19.7M | 134,791 | $15.3M | 117,113 | +17,678+15.09% | Add |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 0.58% | 0.6% | $19.3M | 562,311 | $17.2M | 641,861 | -79,550-12.39% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.58% | 0.55% | $19.2M | 38,752 | $15.6M | 34,991 | +3,761+10.75% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.58% | 0.41% | $19.2M | 251,706 | $11.6M | 159,138 | +92,568+58.17% | Add |
 EMERSON ELEC COEMR |
| 0.57% | 0.51% | $19.0M | 132,411 | $14.4M | 109,828 | +22,583+20.56% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.57% | 0.97% | $18.8M | 74,163 | $27.7M | 113,380 | -39,217-34.59% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.56% | 1.21% | $18.8M | 148,589 | $34.5M | 247,719 | -99,130-40.02% | Reduce |
 VEEVA SYS INCVEEV |
| 0.56% | 0.3% | $18.6M | 104,808 | $8.4M | 47,960 | +56,848+118.53% | Add |
| CCITIGROUP INCC |
| 0.55% | 0.49% | $18.2M | 130,038 | $13.9M | 122,816 | +7,222+5.88% | Add |
| TTIDEWATER INC NEWTDW |
| 0.53% | 0.83% | $17.7M | 265,133 | $23.6M | 282,838 | -17,705-6.26% | Reduce |
 CISCO SYS INCCSCO |
| 0.53% | 0.72% | $17.5M | 149,046 | $20.6M | 265,359 | -116,313-43.83% | Reduce |
 LAUDER ESTEE COS INC CL AEL |
| 0.52% | 0.39% | $17.2M | 218,194 | $11.1M | 154,096 | +64,098+41.60% | Add |
 FIFTH THIRD BANCORP COMFITB |
| 0.52% | 0.29% | $17.2M | 304,405 | $8.1M | 174,582 | +129,823+74.36% | Add |
