 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 9.86% | 9.45% | $807.9M | 1.9M | $673.2M | 2.0M | -127,519-6.40% | Reduce |
 BROADCOM INCAVGO |
| 6.82% | 6.5% | $558.8M | 1.4M | $463.4M | 1.5M | -51,327-3.43% | Reduce |
 APPLE INCAAPL |
| 6.66% | 6.34% | $545.4M | 1.8M | $451.8M | 1.8M | -6,118-0.34% | Reduce |
 ELI LILLY & COLLY |
| 6.58% | 7.16% | $539.4M | 460,411 | $510.6M | 555,104 | -94,693-17.06% | Reduce |
 MICROSOFT CORPMSFT |
| 5.86% | 5.44% | $480.2M | 1.1M | $387.7M | 1.0M | +58,962+5.63% | Add |
 ALPHABET INCGOOGL |
| 5.84% | 5.77% | $478.9M | 1.3M | $411.6M | 1.4M | -86,739-6.06% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.39% | 5.41% | $441.5M | 2.2M | $385.2M | 2.2M | -9,580-0.43% | Reduce |
 ASML HLDG NVASML |
| 5.01% | 5.87% | $410.9M | 250,553 | $418.3M | 316,657 | -66,104-20.88% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 3.5% | 4.79% | $286.9M | 2.0M | $341.1M | 2.6M | -645,716-24.79% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.06% | 1.2% | $250.8M | 521,947 | $85.7M | 421,134 | +100,813+23.94% | Add |
 ABBVIE INCABBV |
| 2.94% | 2.39% | $240.6M | 958,069 | $170.0M | 781,671 | +176,398+22.57% | Add |
 CISCO SYS INCCSCO |
| 2.76% | 1.95% | $226.2M | 1.9M | $138.8M | 1.8M | +150,453+8.41% | Add |
 TJX COS INC NEWTJX |
| 2.33% | 2.73% | $191.2M | 1.2M | $194.9M | 1.2M | -2,716-0.22% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 2.23% | 2.35% | $183.1M | 402,085 | $167.4M | 401,732 | +353+0.09% | Add |
 SERVICENOW INCNOW |
| 2.2% | 1.69% | $180.7M | 1.6M | $120.4M | 1.2M | +475,152+41.27% | Add |
 STRYKER CORPORATIONSYK |
| 2.16% | 1.69% | $176.7M | 543,257 | $120.7M | 367,413 | +175,844+47.86% | Add |
 ASTRAZENECA PLCAZN |
| 1.89% | 2.27% | $155.1M | 911,933 | $162.0M | 821,571 | +90,362+11.00% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.82% | 1.52% | $149.4M | 301,865 | $108.2M | 301,481 | +384+0.13% | Add |
 WASTE MGMT INC DELWM |
| 1.65% | 0.87% | $135.0M | 595,907 | $62.3M | 270,936 | +324,971+119.94% | Add |
 CHURCH & DWIGHTCHD |
| 1.61% | 1.56% | $132.2M | 1.3M | $111.0M | 1.2M | +148,814+12.51% | Add |
 WW GRAINGER INCGWW |
| 1.36% | 1.25% | $111.7M | 82,102 | $89.4M | 81,994 | +108+0.13% | Add |
| CCRH PLCCRH |
| 1.34% | 0.39% | $110.0M | 1.1M | $27.8M | 264,355 | +839,822+317.69% | Add |
 LOWES COS INC COMLOW |
| 1.22% | 1.37% | $99.8M | 479,497 | $97.9M | 414,432 | +65,065+15.70% | Add |
 LINCOLN ELEC HLDGS INCLECO |
| 1.19% | 0.94% | $97.7M | 373,899 | $67.0M | 268,975 | +104,924+39.01% | Add |
 ORACLE CORPORCL |
| 1.19% | 1.29% | $97.6M | 748,046 | $92.0M | 625,467 | +122,579+19.60% | Add |
 AUTOZONE INCAZO |
| 1.18% | 1.94% | $97.1M | 32,123 | $138.4M | 40,965 | -8,842-21.58% | Reduce |
 ILLINOIS TOOLITW |
| 1.01% | 1.12% | $82.9M | 306,584 | $79.7M | 306,212 | +372+0.12% | Add |
 TEXAS INSTRS INCTXN |
| 0.94% | 0.7% | $76.8M | 257,763 | $50.0M | 257,374 | +389+0.15% | Add |
 LINDE PLCLIN |
| 0.91% | 0.99% | $74.5M | 143,894 | $70.9M | 142,925 | +969+0.68% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 0.81% | 0.79% | $66.1M | 278,627 | $56.4M | 241,805 | +36,822+15.23% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.77% | 0.63% | $63.1M | 1.0M | $45.3M | 794,310 | +254,555+32.05% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.71% | 0.61% | $58.2M | 229,115 | $43.8M | 179,177 | +49,938+27.87% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.62% | 0.5% | $51.2M | 174,439 | $35.5M | 122,166 | +52,273+42.79% | Add |
 NOVARTIS AGNVS |
| 0.6% | 0.67% | $48.8M | 311,392 | $47.5M | 311,008 | +384+0.12% | Add |
 CANADIAN NATL RY COCNI |
| 0.58% | 0.58% | $47.8M | 400,815 | $41.1M | 400,263 | +552+0.14% | Add |
 COLGATE PALMOLIVE COCL |
| 0.5% | 0.54% | $41.3M | 450,828 | $38.4M | 450,252 | +576+0.13% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.45% | 0.42% | $37.0M | 343,798 | $29.8M | 303,390 | +40,408+13.32% | Add |
 ABBOTT LABORATORIESABT |
| 0.43% | 0.56% | $35.3M | 388,939 | $40.2M | 391,930 | -2,991-0.76% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.4% | 0.41% | $33.1M | 301,501 | $29.0M | 301,117 | +384+0.13% | Add |
 HOME DEPOT INCHD |
| 0.4% | 0.32% | $33.1M | 93,811 | $22.8M | 69,386 | +24,425+35.20% | Add |
 KENVUE INC COMKVUE |
| 0.39% | 0.41% | $32.1M | 1.7M | $28.9M | 1.7M | +2,136+0.13% | Add |
 MERCK & CO INCMRK |
| 0.31% | 0.27% | $25.4M | 197,643 | $18.9M | 157,451 | +40,192+25.53% | Add |
 NIKE INCNKE |
| 0.19% | 0.26% | $15.5M | 377,794 | $18.8M | 356,440 | +21,354+5.99% | Add |
| RRIO TINTO PLCBBP |
| 0.14% | 0.14% | $11.5M | 120,886 | $10.0M | 107,264 | +13,622+12.70% | Add |
 JABIL INCJBL |
| 0.14% | 0.11% | $11.2M | 29,008 | $7.6M | 28,600 | +408+1.43% | Add |
| QQUALCOMM INCQCOM |
| 0.12% | 0.1% | $10.0M | 54,234 | $7.2M | 56,064 | -1,830-3.26% | Reduce |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.11% | 0.14% | $9.3M | 126,467 | $9.8M | 121,186 | +5,281+4.36% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.11% | 0.1% | $8.9M | 6,408 | $7.2M | 6,563 | -155-2.36% | Reduce |
| BBARRICK MNG CORPGOLD |
| 0.1% | 0.12% | $7.8M | 213,072 | $8.6M | 212,061 | +1,011+0.48% | Add |
 AMAZON COM INCAMZN |
| 0.09% | 0.09% | $7.2M | 30,044 | $6.3M | 30,044 | 00.00% | Unchanged |
