 NVIDIA CORPORATIONNVDA |
| 6.27% | 6.35% | $25.92B | 129.5M | $23.33B | 133.8M | -4.2M-3.17% | Reduce |
 APPLE INCAAPL |
| 4.96% | 5.05% | $20.47B | 70.8M | $18.55B | 73.1M | -2.3M-3.18% | Reduce |
 MICROSOFT CORPMSFT |
| 4.22% | 4.2% | $17.42B | 46.7M | $15.43B | 41.7M | +5.0M+12.04% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 3.88% | 5.14% | $16.03B | 206.1M | $18.87B | 207.4M | -1.3M-0.62% | Reduce |
 AMAZON COM INCAMZN |
| 3.68% | 3.48% | $15.21B | 63.8M | $12.79B | 61.4M | +2.4M+3.94% | Add |
 ALPHABET INCGOOGL |
| 2.87% | 2.48% | $11.87B | 33.2M | $9.13B | 31.7M | +1.5M+4.59% | Add |
 BROADCOM INCAVGO |
| 2.44% | 2.2% | $10.10B | 26.7M | $8.07B | 26.1M | +664,902+2.55% | Add |
 TESLA INCTSLA |
| 2.04% | 2.24% | $8.44B | 20.1M | $8.24B | 22.2M | -2.1M-9.54% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.71% | $7.39B | 20.9M | $6.29B | 21.9M | -1.0M-4.63% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.6% | 0.76% | $6.63B | 11.4M | $2.78B | 13.7M | -2.3M-16.60% | Reduce |
 META PLATFORMS INCMETA |
| 1.51% | 1.85% | $6.25B | 11.1M | $6.78B | 11.9M | -757,048-6.38% | Reduce |
 ELI LILLY & COLLY |
| 1.4% | 1.27% | $5.77B | 4.8M | $4.65B | 5.1M | -246,882-4.88% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.37% | 0.61% | $5.65B | 7.8M | $2.24B | 6.6M | +1.2M+19.00% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.22% | 0.55% | $5.06B | 4.4M | $2.02B | 6.0M | -1.6M-26.63% | Reduce |
 INTEL CORPINTC |
| 1.02% | 0.47% | $4.23B | 30.3M | $1.72B | 39.0M | -8.7M-22.26% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.99% | 0.59% | $4.08B | 9.4M | $2.17B | 10.1M | -721,326-7.11% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.81% | 0.89% | $3.33B | 13.1M | $3.28B | 13.4M | -289,163-2.16% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.75% | 0.83% | $3.11B | 16.4M | $3.03B | 15.4M | +1.0M+6.74% | Add |
 KLA CORPKLAC |
| 0.68% | 0.44% | $2.83B | 9.4M | $1.61B | 1.1M | +8.3M+753.98% | Add |
 VISA INCV |
| 0.64% | 0.54% | $2.65B | 7.7M | $2.00B | 6.6M | +1.1M+16.49% | Add |
 JPMORGAN CHASE & COJPM |
| 0.63% | 0.56% | $2.61B | 8.0M | $2.05B | 7.0M | +997,432+14.31% | Add |
 HOME DEPOT INCHD |
| 0.63% | 0.52% | $2.59B | 7.3M | $1.91B | 5.8M | +1.5M+26.41% | Add |
 TEXAS INSTRS INCTXN |
| 0.62% | 0.48% | $2.54B | 8.5M | $1.76B | 9.1M | -529,490-5.84% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.63% | $2.53B | 10.0M | $2.33B | 10.7M | -658,806-6.16% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.59% | 0.12% | $2.46B | 8.2M | $452.0M | 4.6M | +3.7M+80.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.57% | 0.61% | $2.36B | 4.7M | $2.26B | 4.7M | +1,819+0.04% | Add |
 WALMART INCWMT |
| 0.57% | 0.49% | $2.36B | 20.8M | $1.79B | 14.4M | +6.4M+44.39% | Add |
 CHEVRON CORPORATIONCVX |
| 0.56% | 0.69% | $2.30B | 13.9M | $2.52B | 12.2M | +1.7M+14.07% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.77% | $2.27B | 2.4M | $2.83B | 2.8M | -414,555-14.60% | Reduce |
 CATERPILLAR INCCAT |
| 0.53% | 0.43% | $2.20B | 2.1M | $1.57B | 2.2M | -155,292-7.00% | Reduce |
 CISCO SYS INCCSCO |
| 0.52% | 0.38% | $2.17B | 18.4M | $1.41B | 18.1M | +303,008+1.67% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.51% | 0.47% | $2.10B | 5.1M | $1.73B | 6.4M | -1.3M-20.72% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.56% | $2.09B | 36.6M | $2.07B | 42.4M | -5.8M-13.61% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.5% | 0.65% | $2.06B | 17.6M | $2.40B | 16.4M | +1.2M+7.39% | Add |
| DDEUTSCHE BK AG |
| 0.48% | 0.49% | $1.97B | 58.4M | $1.79B | 60.1M | -1.7M-2.82% | Reduce |
| QQUALCOMM INCQCOM |
| 0.46% | 0.18% | $1.88B | 10.2M | $676.5M | 5.3M | +4.9M+94.10% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.45% | 0.47% | $1.86B | 3.6M | $1.71B | 3.4M | +199,424+5.82% | Add |
 PALO ALTOPANW |
| 0.45% | 0.27% | $1.85B | 5.4M | $1.01B | 6.3M | -880,407-13.98% | Reduce |
 NETFLIX INCNFLX |
| 0.44% | 0.61% | $1.82B | 25.5M | $2.23B | 23.2M | +2.3M+10.01% | Add |
 GE VERNOVA INCGEV |
| 0.43% | 0.43% | $1.77B | 1.5M | $1.58B | 1.8M | -299,383-16.58% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.41% | 0.15% | $1.69B | 745,141 | $554.4M | 872,632 | -127,491-14.61% | Reduce |
| CCITIGROUP INCC |
| 0.4% | 0.37% | $1.66B | 11.9M | $1.38B | 12.1M | -243,480-2.01% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.39% | 0.38% | $1.59B | 1.6M | $1.40B | 1.7M | -80,648-4.87% | Reduce |
 MERCK & CO INCMRK |
| 0.38% | 0.45% | $1.59B | 12.3M | $1.66B | 13.8M | -1.4M-10.34% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.36% | $1.57B | 10.7M | $1.32B | 9.2M | +1.5M+16.58% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.37% | 0.31% | $1.54B | 5.5M | $1.16B | 4.8M | +690,901+14.48% | Add |
 RTX CORPORATIONRTX |
| 0.36% | 0.39% | $1.47B | 7.8M | $1.44B | 7.5M | +295,964+3.96% | Add |
 ORACLE CORPORCL |
| 0.35% | 0.39% | $1.45B | 9.9M | $1.43B | 9.7M | +144,087+1.48% | Add |
 ANALOG DEVICES INC COMADI |
| 0.35% | 0.44% | $1.43B | 3.6M | $1.60B | 5.0M | -1.5M-28.77% | Reduce |
 AMGEN INC COMAMGN |
| 0.34% | 0.32% | $1.41B | 3.9M | $1.19B | 3.4M | +512,883+15.19% | Add |
