 NVIDIA CORPORATIONNVDA |
| 10.13% | 6.7% | $5.19B | 25.9M | $2.33B | 16.7M | +9.2M+54.83% | Add |
 MICROSOFT CORPMSFT |
| 10.12% | 6.47% | $5.18B | 13.9M | $2.25B | 8.5M | +5.4M+63.65% | Add |
 APPLE INCAAPL |
| 5.44% | 5.28% | $2.78B | 9.6M | $1.84B | 8.2M | +1.4M+17.75% | Add |
 ALPHABET INCGOOGL |
| 4.43% | 4.5% | $2.27B | 6.3M | $1.57B | 7.2M | -893,665-12.36% | Reduce |
 BROADCOM INCAVGO |
| 3.78% | 4.08% | $1.93B | 5.1M | $1.42B | 5.8M | -672,751-11.62% | Reduce |
 AMAZON COM INCAMZN |
| 2.89% | 3.86% | $1.48B | 6.2M | $1.34B | 7.2M | -943,640-13.19% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.81% | 1.98% | $1.44B | 4.1M | $687.9M | 3.5M | +563,909+16.08% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.76% | 1.83% | $1.41B | 1.2M | $636.5M | 1.9M | -661,224-35.10% | Reduce |
 META PLATFORMS INCMETA |
| 2.3% | 2.73% | $1.18B | 2.1M | $951.6M | 1.7M | +422,753+25.42% | Add |
 WELLTOWER INC COMWELL |
| 1.81% | 2.43% | $925.3M | 4.1M | $846.9M | 4.3M | -206,869-4.83% | Reduce |
 NETFLIX INCNFLX |
| 1.74% | 2.36% | $888.7M | 12.4M | $822.1M | 8.6M | +3.9M+45.57% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.67% | 2.65% | $856.4M | 7.3M | $921.8M | 7.2M | +173,074+2.41% | Add |
 LAM RESEARCH CORPLRCX |
| 1.65% | 0.73% | $845.6M | 2.0M | $255.5M | 1.9M | +35,685+1.86% | Add |
 INTEL CORPINTC |
| 1.59% | 0.24% | $812.3M | 5.8M | $84.8M | 1.9M | +3.9M+202.90% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 1.48% | 2.15% | $757.5M | 4.2M | $746.6M | 4.1M | +75,523+1.82% | Add |
| PPROLOGIS INC. COMPLD |
| 1.21% | 1.85% | $619.9M | 4.6M | $644.2M | 4.9M | -298,322-6.12% | Reduce |
 TESLA INCTSLA |
| 1.19% | 0.75% | $608.5M | 1.4M | $261.0M | 702,158 | +744,636+106.05% | Add |
| SSANDISK CORP COMSNDK |
| 1.16% | 0.03% | $595.5M | 261,908 | $10.3M | 16,279 | +245,629+1,508.87% | Add |
 ORACLE CORPORCL |
| 0.89% | 0.72% | $457.6M | 3.1M | $250.5M | 2.9M | +205,329+7.04% | Add |
 EQUINIX INCEQIX |
| 0.84% | 1.24% | $428.5M | 411,065 | $430.7M | 439,415 | -28,350-6.45% | Reduce |
 IREN LTDIREN |
| 0.75% | <0.01% | $385.8M | 8.4M | $1.0M | 30,200 | +8.4M+27,835.01% | Add |
| QQUALCOMM INCQCOM |
| 0.72% | 0.45% | $368.7M | 2.0M | $156.5M | 2.0M | +7,880+0.40% | Add |
 CROWN CASTLE INC COMCCI |
| 0.7% | 1.02% | $356.3M | 4.7M | $356.6M | 4.4M | +320,027+7.30% | Add |
| KKIMCO REALTY CORPKIM |
| 0.68% | 0.86% | $347.6M | 13.7M | $300.2M | 13.4M | +353,949+2.65% | Add |
 NOVANTA INCNOVT |
| 0.68% | — | $347.5M | 2.1M | $0 | 0 | +2.1M | New Buy |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.66% | 0.85% | $337.4M | 1.5M | $294.4M | 1.6M | -69,349-4.39% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.62% | 0.3% | $318.6M | 548,447 | $105.3M | 517,408 | +31,039+6.00% | Add |
 EXTRA SPACE STORAGE INCEXR |
| 0.59% | 1.1% | $300.9M | 2.1M | $383.9M | 2.9M | -856,549-29.26% | Reduce |
 VENTAS INC COMVTR |
| 0.58% | 1.27% | $296.8M | 3.3M | $440.2M | 5.4M | -2.0M-37.90% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.57% | 0.69% | $293.2M | 921,044 | $241.3M | 890,981 | +30,063+3.37% | Add |
| IISHARES TRIVV |
| 0.53% | 0.52% | $272.6M | 364,060 | $180.0M | 275,565 | +88,495+32.11% | Add |
 BXP INCBXP |
| 0.53% | 0.64% | $271.1M | 4.1M | $224.2M | 4.3M | -230,905-5.35% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.52% | 0.11% | $264.2M | 553,289 | $39.3M | 116,332 | +436,957+375.61% | Add |
 EQUITY LIFESTYLE PROPERTIESELS |
| 0.47% | 0.63% | $239.8M | 3.7M | $220.1M | 3.5M | +195,045+5.53% | Add |
 ESSEX PPTY TR INCESS |
| 0.47% | 0.64% | $238.3M | 817,220 | $223.8M | 924,804 | -107,584-11.63% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.46% | 0.91% | $235.1M | 1.9M | $317.4M | 3.1M | -1.2M-40.09% | Reduce |
 AGREE RLTY CORPADC |
| 0.43% | 0.64% | $221.3M | 2.9M | $223.3M | 3.0M | -39,878-1.35% | Reduce |
 SUN CMNTYS INC COMSUI |
| 0.42% | 0.64% | $217.1M | 1.8M | $222.7M | 1.8M | +42,334+2.39% | Add |
 CATERPILLAR INCCAT |
| 0.4% | 0.36% | $206.7M | 194,149 | $123.7M | 174,585 | +19,564+11.21% | Add |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.39% | 0.06% | $200.4M | 3.8M | $21.5M | 456,451 | +3.4M+741.67% | Add |
 JPMORGAN CHASE & COJPM |
| 0.38% | 0.49% | $196.1M | 599,047 | $172.1M | 584,966 | +14,081+2.41% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.38% | 0.28% | $194.2M | 263,775 | $98.3M | 170,245 | +93,530+54.94% | Add |
 ELI LILLY & COLLY |
| 0.38% | 0.4% | $192.2M | 160,225 | $138.5M | 150,533 | +9,692+6.44% | Add |
 APPLIED MATLS INCAMAT |
| 0.35% | 0.21% | $178.1M | 246,380 | $74.5M | 217,905 | +28,475+13.07% | Add |
 EASTGROUP PPTYS INCEGP |
| 0.33% | 0.47% | $170.6M | 842,272 | $162.9M | 880,158 | -37,886-4.30% | Reduce |
 HEALTHCARE RLTY TRHR |
| 0.32% | 0.41% | $163.5M | 8.1M | $143.1M | 8.4M | -317,663-3.77% | Reduce |
 INVITATION HOMES INCINVH |
| 0.31% | 0.39% | $160.2M | 5.3M | $136.3M | 5.5M | -180,916-3.30% | Reduce |
 WALMART INCWMT |
| 0.31% | 0.47% | $158.3M | 1.4M | $162.9M | 1.3M | +87,153+6.65% | Add |
 OMEGA HEALTHCARE INVS INCOHI |
| 0.31% | 0.32% | $157.5M | 3.3M | $111.7M | 2.5M | +754,487+29.60% | Add |
 KILROY REALTY CORPKRC |
| 0.3% | 0.38% | $155.5M | 4.1M | $131.0M | 4.6M | -493,685-10.63% | Reduce |
