 ALPHABET INCGOOGL |
| 5.24% | 5.43% | $1.96B | 5.5M | $1.85B | 6.4M | -953,951-14.80% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.89% | 2.99% | $1.83B | 2.5M | $1.02B | 3.0M | -450,483-15.11% | Reduce |
 MICROSOFT CORPMSFT |
| 4.67% | 4.54% | $1.75B | 4.7M | $1.55B | 4.2M | +493,182+11.76% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.52% | 4.82% | $1.69B | 8.5M | $1.65B | 9.4M | -984,830-10.43% | Reduce |
 AMAZON COM INCAMZN |
| 4.39% | 4.49% | $1.65B | 6.9M | $1.53B | 7.4M | -460,939-6.26% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.61% | 1.61% | $1.35B | 2.3M | $550.1M | 2.7M | -374,357-13.85% | Reduce |
 KLA CORPKLAC |
| 3.55% | 2.32% | $1.33B | 4.4M | $792.7M | 538,364 | +3.9M+717.86% | Add |
 APPLE INCAAPL |
| 3.34% | 3.47% | $1.25B | 4.3M | $1.19B | 4.7M | -356,505-7.63% | Reduce |
 WASTE MGMT INC DELWM |
| 2.85% | 3.35% | $1.07B | 4.8M | $1.14B | 5.0M | -189,573-3.81% | Reduce |
 DEERE & CODE |
| 2.78% | 3.12% | $1.04B | 1.6M | $1.06B | 1.9M | -248,320-13.15% | Reduce |
 LINDE PLCLIN |
| 2.2% | 2.47% | $823.2M | 1.6M | $842.5M | 1.7M | -113,111-6.66% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.2% | 2.17% | $822.0M | 1.6M | $739.6M | 1.5M | +134,938+8.97% | Add |
 WW GRAINGER INCGWW |
| 2.19% | 2.08% | $820.0M | 602,775 | $710.4M | 651,243 | -48,468-7.44% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.17% | 2.48% | $811.6M | 1.6M | $846.9M | 1.7M | -114,701-6.77% | Reduce |
 BROADCOM INCAVGO |
| 2.13% | 2.07% | $799.0M | 2.1M | $706.2M | 2.3M | -166,504-7.30% | Reduce |
| BBANK OF AMER CORPBAC |
| 2.07% | 2.11% | $775.1M | 13.6M | $721.9M | 14.8M | -1.2M-8.14% | Reduce |
 REALTY INCOME CORP COMO |
| 1.93% | 2.53% | $721.2M | 11.6M | $865.2M | 14.1M | -2.5M-17.69% | Reduce |
| DDOORDASH INCDASH |
| 1.92% | 0.04% | $717.2M | 3.9M | $14.6M | 97,541 | +3.8M+3,884.48% | Add |
 DANAHER CORP DEL COMDHR |
| 1.87% | 2.21% | $699.9M | 3.7M | $753.6M | 4.0M | -300,622-7.56% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 1.8% | 1.78% | $672.5M | 2.8M | $608.6M | 2.6M | +224,266+8.60% | Add |
 HOME DEPOT INCHD |
| 1.74% | 1.89% | $651.7M | 1.8M | $645.7M | 2.0M | -115,312-5.87% | Reduce |
 ELI LILLY & COLLY |
| 1.68% | 2.52% | $630.3M | 525,464 | $860.4M | 935,462 | -409,998-43.83% | Reduce |
 SYNOPSYS INCSNPS |
| 1.68% | 1.7% | $628.5M | 1.4M | $579.0M | 1.5M | -51,518-3.53% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.62% | 1.96% | $605.9M | 1.9M | $669.5M | 2.0M | -113,057-5.55% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.6% | 2.05% | $598.0M | 1.5M | $701.1M | 1.6M | -180,198-10.93% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.56% | 1.97% | $584.7M | 625,050 | $673.1M | 675,504 | -50,454-7.47% | Reduce |
 AUTOZONE INCAZO |
| 1.55% | 1.94% | $579.8M | 181,409 | $660.9M | 195,650 | -14,241-7.28% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.53% | 2.32% | $573.2M | 4.7M | $791.4M | 5.0M | -375,505-7.46% | Reduce |
 HUBBELL INCHUBB |
| 1.5% | 0.29% | $561.2M | 1.1M | $98.7M | 201,219 | +871,351+433.04% | Add |
 VULCAN MATLS COVMC |
| 1.49% | 1.38% | $558.5M | 1.9M | $471.3M | 1.7M | +162,403+9.38% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.45% | 1.52% | $543.6M | 1.5M | $519.4M | 1.6M | -121,072-7.62% | Reduce |
 GE VERNOVA INCGEV |
| 1.42% | 0.01% | $530.9M | 451,884 | $4.6M | 5,327 | +446,557+8,382.90% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.24% | 1.1% | $462.7M | 2.1M | $376.9M | 1.9M | +207,376+10.75% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.08% | 1% | $404.0M | 1.2M | $340.9M | 1.1M | +109,769+10.32% | Add |
 PROCTER & GAMBLE COPG |
| 0.96% | 1.12% | $359.0M | 2.4M | $382.3M | 2.6M | -198,613-7.50% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.91% | 1.12% | $341.3M | 2.0M | $383.4M | 2.2M | -162,816-7.37% | Reduce |
 ORACLE CORPORCL |
| 0.81% | 0.92% | $304.1M | 2.1M | $315.8M | 2.1M | -71,328-3.32% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.81% | 0.8% | $301.9M | 2.1M | $273.7M | 2.3M | -219,477-9.51% | Reduce |
 BROOKFIELD RENEWABLE CORPBEPC |
| 0.5% | 0.59% | $186.7M | 5.0M | $200.4M | 5.0M | -2,023-0.04% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.49% | 0.5% | $184.2M | 562,698 | $169.1M | 574,730 | -12,032-2.09% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.47% | 0.56% | $175.8M | 1.3M | $189.9M | 1.4M | -96,939-6.91% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.46% | 0.38% | $171.8M | 359,694 | $130.8M | 386,893 | -27,199-7.03% | Reduce |
 CMS ENERGY CORP COMCMS |
| 0.45% | 0.44% | $169.8M | 2.2M | $151.5M | 2.0M | +266,522+13.65% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.41% | 0.24% | $153.2M | 132,681 | $82.9M | 245,378 | -112,697-45.93% | Reduce |
 COCA COLA COKO |
| 0.4% | — | $149.9M | 1.8M | $0 | 0 | +1.8M | New Buy |
 CUMMINS INCCMI |
| 0.4% | 0.45% | $148.8M | 208,573 | $152.6M | 283,672 | -75,099-26.47% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.37% | 0.47% | $137.1M | 3.2M | $159.7M | 3.2M | +55,100+1.73% | Add |
 SYSCO CORP COMSYY |
| 0.36% | 0.33% | $135.0M | 1.6M | $112.9M | 1.6M | +31,813+2.01% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.34% | 0.31% | $126.8M | 198,472 | $107.3M | 396,802 | -198,330-49.98% | Reduce |
 INTEL CORPINTC |
| 0.33% | 0.16% | $124.7M | 893,410 | $56.1M | 1.3M | -378,074-29.73% | Reduce |
