 NVIDIA CORPORATIONNVDA |
| 6.93% | 7.72% | $2.58B | 13.0M | $2.47B | 14.3M | -1.3M-9.29% | Reduce |
 APPLE INCAAPL |
| 5.26% | 5.11% | $1.96B | 6.8M | $1.63B | 6.5M | +344,252+5.32% | Add |
 MICROSOFT CORPMSFT |
| 4.26% | 4.84% | $1.59B | 4.3M | $1.55B | 4.2M | +65,887+1.57% | Add |
 AMAZON COM INCAMZN |
| 3.17% | 3.19% | $1.18B | 4.9M | $1.02B | 4.9M | +17,340+0.35% | Add |
| AAlphabet Inc Class CGOOG |
| 2.92% | 2.86% | $1.09B | 3.1M | $916.5M | 3.2M | -138,057-4.29% | Reduce |
 ALPHABET INCGOOGL |
| 2.47% | 2.19% | $921.1M | 2.6M | $702.6M | 2.5M | +115,893+4.70% | Add |
 BROADCOM INCAVGO |
| 2.17% | 2.58% | $809.9M | 2.1M | $827.0M | 2.7M | -545,473-20.25% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.82% | 0.57% | $680.2M | 1.2M | $181.9M | 900,480 | +287,017+31.87% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.81% | 0.53% | $675.6M | 586,719 | $168.6M | 508,216 | +78,503+15.45% | Add |
 TESLA INCTSLA |
| 1.67% | 1.75% | $624.0M | 1.5M | $559.3M | 1.5M | -25,695-1.70% | Reduce |
 META PLATFORMS INCMETA |
| 1.66% | 1.92% | $618.1M | 1.1M | $613.6M | 1.1M | +12,501+1.15% | Add |
 INTEL CORPINTC |
| 1.47% | 0.79% | $548.6M | 4.0M | $252.8M | 5.8M | -1.9M-31.64% | Reduce |
 ELI LILLY & COLLY |
| 1.39% | 1.26% | $517.3M | 429,150 | $403.0M | 441,214 | -12,064-2.73% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.27% | 1.42% | $474.6M | 1.9M | $455.8M | 1.9M | -5,821-0.31% | Reduce |
 VISA INCV |
| 1.18% | 1.11% | $440.2M | 1.3M | $355.2M | 1.2M | +107,359+9.13% | Add |
 KLA CORPKLAC |
| 1.14% | 0.94% | $426.3M | 1.4M | $299.5M | 206,095 | +1.2M+598.31% | Add |
| BBANK OF AMER CORPBAC |
| 1.14% | 1.09% | $426.2M | 7.4M | $348.2M | 7.2M | +233,785+3.25% | Add |
 CATERPILLAR INCCAT |
| 1.08% | 0.76% | $404.2M | 382,287 | $242.9M | 347,052 | +35,235+10.15% | Add |
 ABBVIE INCABBV |
| 1.03% | 1.01% | $382.3M | 1.5M | $324.7M | 1.5M | +17,028+1.14% | Add |
 COCA COLA COKO |
| 0.97% | 1.01% | $361.8M | 4.4M | $324.1M | 4.3M | +178,239+4.19% | Add |
 LOWES COS INC COMLOW |
| 0.93% | 0.95% | $346.1M | 1.6M | $304.9M | 1.3M | +277,323+21.44% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.91% | 0.21% | $340.9M | 1.2M | $68.0M | 701,783 | +457,692+65.22% | Add |
 MERCK & CO INCMRK |
| 0.83% | 1.06% | $308.7M | 2.4M | $338.5M | 2.8M | -423,589-15.01% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.71% | $297.9M | 690,734 | $228.6M | 1.1M | -391,266-36.16% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.75% | 0.47% | $278.5M | 668,290 | $149.2M | 555,085 | +113,205+20.39% | Add |
 PALO ALTOPANW |
| 0.74% | 0.45% | $276.4M | 815,012 | $145.7M | 914,102 | -99,090-10.84% | Reduce |
| CCITIGROUP INCC |
| 0.74% | 0.78% | $276.4M | 2.0M | $249.6M | 2.2M | -260,388-11.69% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.73% | 0.64% | $271.5M | 539,965 | $204.8M | 418,489 | +121,476+29.03% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.73% | 0.61% | $271.2M | 966,740 | $194.9M | 996,976 | -30,236-3.03% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 0.72% | 0.62% | $267.5M | 4.7M | $199.5M | 4.3M | +400,646+9.24% | Add |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.68% | 0.48% | $254.3M | 3.2M | $155.0M | 2.1M | +1.1M+50.44% | Add |
 MORGAN STANLEYMS |
| 0.67% | 0.24% | $249.6M | 1.2M | $76.0M | 464,228 | +726,155+156.42% | Add |
 T-MOBILE US INC COMTMUS |
| 0.59% | 0.32% | $218.6M | 1.3M | $103.7M | 490,523 | +801,061+163.31% | Add |
 JPMORGAN CHASE & COJPM |
| 0.59% | 0.63% | $218.4M | 666,069 | $202.7M | 692,624 | -26,555-3.83% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.58% | 0.31% | $216.7M | 772,109 | $97.7M | 403,833 | +368,276+91.20% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.57% | 0.41% | $213.1M | 280,680 | $131.9M | 339,778 | -59,098-17.39% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.53% | 0.55% | $198.3M | 203,408 | $176.8M | 199,276 | +4,132+2.07% | Add |
 PG&E CORPPCG |
| 0.52% | 0.54% | $195.2M | 11.6M | $171.4M | 9.8M | +1.8M+18.65% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.52% | 0.52% | $193.0M | 1.1M | $167.1M | 39,803 | +1.0M+2,608.12% | Add |
 APPLIED MATLS INCAMAT |
| 0.51% | 0.28% | $190.8M | 264,778 | $88.7M | 260,696 | +4,082+1.57% | Add |
 SERVICENOW INCNOW |
| 0.5% | 0.44% | $188.2M | 1.9M | $140.9M | 1.3M | +548,158+40.76% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.5% | 0.19% | $187.2M | 931,293 | $60.3M | 331,810 | +599,483+180.67% | Add |
 UNION PAC CORPUNP |
| 0.5% | 0.1% | $186.7M | 685,660 | $32.6M | 134,660 | +551,000+409.18% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.5% | 0.31% | $185.7M | 377,661 | $98.3M | 275,966 | +101,695+36.85% | Add |
 PROGRESSIVE CORPPGR |
| 0.48% | 0.52% | $180.5M | 824,643 | $166.1M | 833,600 | -8,957-1.07% | Reduce |
 GE VERNOVA INCGEV |
| 0.48% | 0.49% | $178.7M | 155,106 | $157.6M | 183,730 | -28,624-15.58% | Reduce |
 MCDONALDS CORPMCD |
| 0.46% | 0.45% | $173.1M | 641,876 | $145.1M | 467,257 | +174,619+37.37% | Add |
 TEXAS INSTRS INCTXN |
| 0.46% | 0.34% | $172.7M | 580,612 | $109.0M | 562,784 | +17,828+3.17% | Add |
 LINDE PLCLIN |
| 0.46% | 0.46% | $172.5M | 333,034 | $147.6M | 297,253 | +35,781+12.04% | Add |
 PROCTER & GAMBLE COPG |
| 0.45% | 0.45% | $169.0M | 1.2M | $144.1M | 996,421 | +153,660+15.42% | Add |
