 NVIDIA CORPORATIONNVDA |
| 3.34% | 3.18% | $1.08B | 5.4M | $839.8M | 4.8M | +585,349+12.16% | Add |
 APPLE INCAAPL |
| 2.87% | 2.76% | $927.5M | 3.2M | $730.0M | 2.9M | +329,129+11.44% | Add |
 MICROSOFT CORPMSFT |
| 1.88% | 1.98% | $606.8M | 1.6M | $522.6M | 1.4M | +214,748+15.21% | Add |
 AMAZON COM INCAMZN |
| 1.82% | 2.13% | $588.4M | 2.5M | $562.5M | 2.7M | -231,749-8.58% | Reduce |
 META PLATFORMS INCMETA |
| 1.43% | 0.85% | $463.3M | 822,510 | $226.1M | 395,175 | +427,335+108.14% | Add |
 BROADCOM INCAVGO |
| 1.37% | 1.06% | $444.5M | 1.2M | $280.3M | 905,621 | +271,041+29.93% | Add |
 ALPHABET INCGOOGL |
| 1.23% | 1.56% | $396.4M | 1.1M | $411.9M | 1.4M | -323,224-22.56% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 1.16% | 0.92% | $375.1M | 2.0M | $243.8M | 2.5M | -503,707-20.10% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1% | $362.4M | 1.0M | $264.9M | 923,433 | +102,223+11.07% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.98% | 0.42% | $317.1M | 274,693 | $110.1M | 325,774 | -51,081-15.68% | Reduce |
 ELI LILLY & COLLY |
| 0.91% | 0.8% | $293.7M | 244,861 | $212.0M | 230,474 | +14,387+6.24% | Add |
 TESLA INCTSLA |
| 0.84% | 0.76% | $270.2M | 642,399 | $201.3M | 541,424 | +100,975+18.65% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.82% | 1.41% | $266.8M | 1.1M | $373.0M | 1.5M | -475,512-31.16% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.79% | 0.92% | $256.0M | 6.0M | $242.8M | 4.8M | +1.2M+24.98% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.75% | 0.09% | $241.7M | 2.6M | $23.1M | 357,600 | +2.3M+641.01% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.28% | $228.3M | 907,363 | $75.3M | 346,177 | +561,186+162.11% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.67% | 0.19% | $215.3M | 1.2M | $50.4M | 304,902 | +885,272+290.35% | Add |
 PROGRESSIVE CORPPGR |
| 0.63% | 0.22% | $204.9M | 937,837 | $57.0M | 287,328 | +650,509+226.40% | Add |
 ARROW ELECTRS INCARW |
| 0.6% | 0.59% | $193.8M | 908,111 | $155.0M | 1.1M | -172,967-16.00% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.59% | 0.59% | $191.5M | 584,992 | $155.6M | 529,119 | +55,873+10.56% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.59% | 0.04% | $189.3M | 220,615 | $9.8M | 13,965 | +206,650+1,479.77% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.58% | 0.27% | $188.9M | 325,139 | $71.6M | 351,749 | -26,610-7.57% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.58% | 0.62% | $187.6M | 374,884 | $163.5M | 341,234 | +33,650+9.86% | Add |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 0.54% | 0.56% | $173.3M | 1.4M | $149.1M | 1.4M | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.52% | 0.12% | $167.7M | 386,934 | $32.4M | 151,677 | +235,257+155.10% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.51% | 0.52% | $164.8M | 3.5M | $137.0M | 3.9M | -439,336-11.29% | Reduce |
 CROWN CASTLE INC COMCCI |
| 0.51% | 0.37% | $163.4M | 2.2M | $97.8M | 1.2M | +955,710+79.49% | Add |
 HOME DEPOT INCHD |
| 0.5% | 0.18% | $162.1M | 459,691 | $48.5M | 147,545 | +312,146+211.56% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.5% | 0.39% | $161.7M | 1.1M | $102.7M | 784,269 | +322,197+41.08% | Add |
 CHUBB LIMITEDCB |
| 0.5% | <0.01% | $160.4M | 470,721 | $242,166 | 743 | +469,978+63,254.10% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.49% | 0.63% | $158.6M | 316,281 | $166.0M | 337,819 | -21,538-6.38% | Reduce |
 LABCORP HOLDINGS INCECL |
| 0.48% | 0.45% | $156.0M | 557,016 | $119.2M | 446,741 | +110,275+24.68% | Add |
 PROCTER & GAMBLE COPG |
| 0.47% | 0.18% | $152.3M | 1.0M | $47.5M | 329,079 | +709,699+215.66% | Add |
 INTEL CORPINTC |
| 0.47% | 0.16% | $151.1M | 1.1M | $43.4M | 983,117 | +98,954+10.07% | Add |
 APPLIED MATLS INCAMAT |
| 0.47% | 0.73% | $151.0M | 208,863 | $193.5M | 566,201 | -357,338-63.11% | Reduce |
 UNUM GROUPUNM |
| 0.46% | 0.51% | $148.9M | 1.7M | $133.8M | 1.8M | -166,484-9.09% | Reduce |
 MERCK & CO INCMRK |
| 0.45% | 0.49% | $144.5M | 1.1M | $128.8M | 1.1M | +53,069+4.95% | Add |
 DOVER CORPDOV |
| 0.44% | 0.53% | $143.2M | 638,508 | $139.6M | 669,484 | -30,976-4.63% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.44% | 0.54% | $141.1M | 1.6M | $141.6M | 1.8M | -208,114-11.77% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.43% | 0.61% | $140.3M | 499,254 | $161.5M | 820,314 | -321,060-39.14% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.42% | 0.69% | $136.9M | 596,462 | $182.1M | 840,676 | -244,214-29.05% | Reduce |
 FORTINET INCFTNT |
| 0.42% | 0.11% | $136.2M | 886,908 | $29.5M | 361,279 | +525,629+145.49% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.41% | 0.3% | $134.2M | 527,207 | $78.6M | 521,059 | +6,148+1.18% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.4% | <0.01% | $130.1M | 101,829 | $1.0M | 797 | +101,032+12,676.54% | Add |
 RTX CORPORATIONRTX |
| 0.4% | 0.42% | $129.9M | 684,529 | $110.6M | 573,246 | +111,283+19.41% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 0.4% | 0.12% | $129.0M | 1.4M | $30.7M | 360,961 | +994,940+275.64% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.39% | 0.16% | $127.7M | 307,178 | $43.2M | 159,530 | +147,648+92.55% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.39% | 0.08% | $126.7M | 1.7M | $20.5M | 272,095 | +1.4M+524.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.39% | 0.5% | $125.3M | 133,891 | $133.1M | 133,545 | +346+0.26% | Add |
| TTANGO THERAPEUTICS INCTNGX |
| 0.39% | 0.63% | $125.1M | 4.0M | $167.4M | 8.0M | -4.0M-49.99% | Reduce |
