 MICROSOFT CORPMSFT |
| 6.97% | 7.31% | $2.49B | 6.7M | $2.05B | 5.5M | +1.1M+20.46% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.4% | 6.36% | $2.29B | 11.4M | $1.78B | 10.2M | +1.2M+11.64% | Add |
 ALPHABET INCGOOGL |
| 5.85% | 4.98% | $2.09B | 5.8M | $1.40B | 4.9M | +985,704+20.29% | Add |
 AMAZON COM INCAMZN |
| 5.2% | 5.53% | $1.86B | 7.8M | $1.55B | 7.5M | +335,340+4.50% | Add |
 BROADCOM INCAVGO |
| 4.37% | 2.71% | $1.56B | 4.1M | $760.1M | 2.5M | +1.7M+68.31% | Add |
 APPLE INCAAPL |
| 3.9% | 4.35% | $1.39B | 4.8M | $1.22B | 4.8M | +1,744+0.04% | Add |
 VISA INCV |
| 3.46% | 2.15% | $1.24B | 3.6M | $603.3M | 2.0M | +1.6M+80.72% | Add |
 META PLATFORMS INCMETA |
| 3.3% | 3.35% | $1.18B | 2.1M | $940.9M | 1.6M | +449,175+27.31% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.77% | 1.95% | $987.9M | 1.9M | $547.6M | 1.1M | +827,476+75.50% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 2.14% | 1.97% | $764.7M | 9.8M | $551.3M | 8.1M | +1.8M+21.70% | Add |
 T-MOBILE US INC COMTMUS |
| 1.21% | 1.05% | $431.6M | 2.6M | $293.2M | 1.4M | +1.2M+84.30% | Add |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.1% | $421.7M | 1.2M | $307.4M | 1.1M | +121,728+11.36% | Add |
 HP INCHPQ |
| 1.16% | 1.36% | $413.4M | 18.8M | $380.4M | 19.8M | -961,460-4.86% | Reduce |
 ELI LILLY & COLLY |
| 1.08% | 1.12% | $387.2M | 322,831 | $313.5M | 340,886 | -18,055-5.30% | Reduce |
 TESLA INCTSLA |
| 1.04% | 1.12% | $372.5M | 885,706 | $312.7M | 841,266 | +44,440+5.28% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.98% | 0.42% | $351.5M | 304,537 | $119.2M | 352,682 | -48,145-13.65% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.91% | 0.28% | $326.4M | 683,962 | $79.6M | 235,384 | +448,578+190.57% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.82% | 0.54% | $293.7M | 1.6M | $152.7M | 36,262 | +1.6M+4,444.29% | Add |
| BBANK OF AMER CORPBAC |
| 0.77% | 0.85% | $275.1M | 4.8M | $237.7M | 4.9M | -47,817-0.98% | Reduce |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.74% | 0.91% | $263.8M | 2.0M | $254.4M | 1.8M | +226,250+12.70% | Add |
 JPMORGAN CHASE & COJPM |
| 0.71% | 0.81% | $252.1M | 770,267 | $225.8M | 767,773 | +2,494+0.32% | Add |
 INTUITINTU |
| 0.7% | 0.1% | $250.1M | 958,207 | $27.2M | 62,882 | +895,325+1,423.82% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.69% | 0.47% | $247.1M | 425,397 | $130.8M | 642,896 | -217,499-33.83% | Reduce |
| CCITIGROUP INCC |
| 0.66% | 0.73% | $236.8M | 1.7M | $205.1M | 1.8M | -116,280-6.43% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.71% | $231.5M | 228,929 | $200.2M | 236,641 | -7,712-3.26% | Reduce |
 PELOTON INTERACTIVE INCPTON |
| 0.63% | 0.35% | $225.3M | 38.1M | $97.3M | 22.7M | +15.4M+68.02% | Add |
 SKYWORKS SOLUTIONS INCSWKS |
| 0.61% | 0.26% | $216.2M | 3.2M | $72.0M | 1.3M | +1.8M+137.24% | Add |
 ORACLE CORPORCL |
| 0.58% | 1.48% | $206.7M | 1.4M | $414.6M | 2.8M | -1.4M-49.96% | Reduce |
 INTEL CORPINTC |
| 0.56% | 0.36% | $200.0M | 1.4M | $100.5M | 2.3M | -845,395-37.11% | Reduce |
 GE AEROSPACEGE |
| 0.55% | 0.6% | $197.2M | 527,658 | $167.7M | 591,094 | -63,436-10.73% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.54% | 0.63% | $193.3M | 761,144 | $177.4M | 725,901 | +35,243+4.86% | Add |
 CHUBB LIMITEDCB |
| 0.53% | 0.62% | $189.8M | 557,002 | $174.7M | 535,992 | +21,010+3.92% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.52% | $188.3M | 453,105 | $145.2M | 536,703 | -83,598-15.58% | Reduce |
 SERVICENOW INCNOW |
| 0.52% | 0.72% | $186.3M | 1.9M | $201.7M | 1.9M | -52,988-2.75% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.52% | 0.57% | $184.9M | 369,554 | $160.6M | 335,234 | +34,320+10.24% | Add |
 MATCH GROUP INC NEWMTCH |
| 0.5% | 0.38% | $177.2M | 4.7M | $105.7M | 3.4M | +1.2M+35.37% | Add |
 EXXON MOBIL CORPXOM |
| 0.5% | 0.72% | $176.8M | 1.3M | $200.6M | 1.2M | +110,890+9.38% | Add |
 CISCO SYS INCCSCO |
| 0.48% | 0.46% | $172.0M | 1.5M | $129.1M | 1.7M | -199,320-11.98% | Reduce |
 ABBVIE INCABBV |
| 0.43% | 0.49% | $153.7M | 610,909 | $136.3M | 626,875 | -15,966-2.55% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.42% | 0.24% | $148.2M | 1.2M | $67.4M | 339,707 | +851,532+250.67% | Add |
 HOME DEPOT INCHD |
| 0.41% | 0.48% | $147.9M | 419,462 | $134.8M | 409,740 | +9,722+2.37% | Add |
 APPLIED MATLS INCAMAT |
| 0.4% | 0.3% | $144.0M | 199,163 | $85.4M | 249,765 | -50,602-20.26% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.39% | 0.53% | $137.5M | 337,704 | $149.4M | 351,196 | -13,492-3.84% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.37% | 0.13% | $133.5M | 336,177 | $35.3M | 110,971 | +225,206+202.94% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.37% | 0.5% | $131.3M | 1.5M | $139.0M | 1.5M | -85-0.01% | Reduce |
 GE VERNOVA INCGEV |
| 0.37% | 0.38% | $131.3M | 111,794 | $106.3M | 121,787 | -9,993-8.21% | Reduce |
 MERCK & CO INCMRK |
| 0.36% | 0.38% | $129.7M | 1.0M | $107.9M | 897,124 | +111,934+12.48% | Add |
 LAM RESEARCH CORPLRCX |
| 0.35% | 0.2% | $125.2M | 288,952 | $56.7M | 265,397 | +23,555+8.88% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.34% | 0.41% | $122.7M | 308,492 | $116.2M | 252,167 | +56,325+22.34% | Add |
 EMERSON ELEC COEMR |
| 0.34% | 0.43% | $120.5M | 841,573 | $121.3M | 925,822 | -84,249-9.10% | Reduce |
