 NVIDIA CORPORATIONNVDA |
| 6.48% | 6.61% | $2.27B | 11.4M | $1.98B | 11.4M | +3,989+0.04% | Add |
 APPLE INCAAPL |
| 5.7% | 6.04% | $2.00B | 6.9M | $1.81B | 7.1M | -235,238-3.29% | Reduce |
 MICROSOFT CORPMSFT |
| 4.05% | 4.56% | $1.42B | 3.8M | $1.37B | 3.7M | +115,037+3.11% | Add |
 AMAZON COM INCAMZN |
| 3.52% | 3.56% | $1.23B | 5.2M | $1.07B | 5.1M | +49,660+0.97% | Add |
 ALPHABET INCGOOGL |
| 3% | 2.76% | $1.05B | 2.9M | $827.4M | 2.9M | +72,119+2.51% | Add |
| AAlphabet Inc Class CGOOG |
| 2.87% | 2.73% | $1.01B | 2.9M | $818.9M | 2.9M | +359+0.01% | Add |
 BROADCOM INCAVGO |
| 2.67% | 2.71% | $938.8M | 2.5M | $812.8M | 2.6M | -140,767-5.36% | Reduce |
 ELI LILLY & COLLY |
| 2.33% | 2.17% | $816.7M | 680,927 | $651.7M | 708,544 | -27,617-3.90% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.07% | 0.67% | $728.0M | 630,685 | $200.4M | 593,265 | +37,420+6.31% | Add |
 META PLATFORMS INCMETA |
| 1.8% | 2.15% | $631.2M | 1.1M | $646.4M | 1.1M | -9,260-0.82% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.66% | 0.57% | $581.4M | 1.0M | $170.2M | 836,427 | +164,433+19.66% | Add |
 JPMORGAN CHASE & COJPM |
| 1.45% | 1.54% | $507.8M | 1.6M | $462.3M | 1.6M | -20,390-1.30% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.42% | 1.58% | $497.6M | 2.0M | $474.4M | 1.9M | +18,653+0.96% | Add |
 ABBVIE INCABBV |
| 0.98% | 1% | $342.9M | 1.4M | $300.5M | 1.4M | -19,132-1.38% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.95% | 0.41% | $334.5M | 462,685 | $122.0M | 356,909 | +105,776+29.64% | Add |
 INTEL CORPINTC |
| 0.9% | 0.27% | $316.1M | 2.3M | $81.6M | 1.9M | +413,671+22.36% | Add |
 CISCO SYS INCCSCO |
| 0.82% | 0.66% | $288.2M | 2.5M | $197.6M | 2.5M | -93,041-3.65% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.31% | $285.8M | 687,561 | $94.3M | 348,541 | +339,020+97.27% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.77% | 1.04% | $270.0M | 538,524 | $312.0M | 634,828 | -96,304-15.17% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.75% | 0.87% | $262.3M | 510,758 | $261.6M | 523,625 | -12,867-2.46% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.75% | 0.83% | $261.6M | 522,748 | $249.6M | 520,951 | +1,797+0.34% | Add |
 KLA CORPKLAC |
| 0.74% | 0.39% | $259.2M | 858,984 | $117.3M | 79,667 | +779,317+978.22% | Add |
| BBANK OF AMER CORPBAC |
| 0.74% | 0.75% | $258.1M | 4.5M | $224.2M | 4.6M | -69,510-1.51% | Reduce |
 MERCK & CO INCMRK |
| 0.72% | 0.75% | $251.8M | 2.0M | $224.3M | 1.9M | +95,489+5.12% | Add |
 BLOOM ENERGY CORPBE |
| 0.7% | 0.51% | $246.2M | 813,452 | $152.7M | 1.1M | -313,697-27.83% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.43% | $244.9M | 565,142 | $128.3M | 600,284 | -35,142-5.85% | Reduce |
| NNEXTPOWER INCNXT |
| 0.68% | 0.81% | $239.9M | 2.0M | $243.6M | 2.0M | -6,770-0.34% | Reduce |
 VISA INCV |
| 0.63% | 0.65% | $222.8M | 649,345 | $195.5M | 646,976 | +2,369+0.37% | Add |
 CATERPILLAR INCCAT |
| 0.62% | 0.3% | $218.5M | 205,152 | $91.0M | 128,511 | +76,641+59.64% | Add |
 NETFLIX INCNFLX |
| 0.57% | 1.08% | $201.4M | 2.8M | $323.4M | 3.4M | -542,555-16.13% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.56% | 0.52% | $196.7M | 1.2M | $157.0M | 1.3M | -121,138-9.47% | Reduce |
 WALMART INCWMT |
| 0.55% | 0.73% | $192.1M | 1.7M | $219.3M | 1.8M | -68,109-3.86% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.53% | 0.61% | $186.1M | 389,578 | $184.0M | 544,400 | -154,822-28.44% | Reduce |
 HOME DEPOT INCHD |
| 0.53% | 0.6% | $184.3M | 522,512 | $181.5M | 551,718 | -29,206-5.29% | Reduce |
 PALO ALTOPANW |
| 0.52% | 0.39% | $183.3M | 537,550 | $116.0M | 723,647 | -186,097-25.72% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.51% | 0.28% | $179.5M | 638,216 | $82.9M | 341,844 | +296,372+86.70% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.46% | 0.39% | $161.2M | 683,112 | $117.2M | 593,898 | +89,214+15.02% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.42% | 0.12% | $147.3M | 230,578 | $36.4M | 134,500 | +96,078+71.43% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 0.4% | 0.34% | $139.4M | 1.5M | $101.1M | 1.3M | +278,208+22.03% | Add |
 PROCTER & GAMBLE COPG |
| 0.39% | 0.45% | $135.9M | 926,459 | $135.1M | 935,542 | -9,083-0.97% | Reduce |
 COCA COLA COKO |
| 0.37% | 0.41% | $131.2M | 1.6M | $121.6M | 1.6M | +15,499+0.97% | Add |
| SSANDISK CORP COMSNDK |
| 0.37% | 0.09% | $130.9M | 57,564 | $27.1M | 42,600 | +14,964+35.13% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.36% | 0.54% | $127.2M | 319,944 | $161.9M | 351,217 | -31,273-8.90% | Reduce |
 QUANTA SVCS INCPWR |
| 0.36% | 0.39% | $126.2M | 175,202 | $117.4M | 213,797 | -38,595-18.05% | Reduce |
 AMGEN INC COMAMGN |
| 0.36% | 0.35% | $125.5M | 346,596 | $105.4M | 299,544 | +47,052+15.71% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.36% | 0.19% | $125.4M | 421,088 | $56.3M | 568,025 | -146,937-25.87% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.36% | 0.24% | $125.2M | 419,960 | $71.6M | 368,600 | +51,360+13.93% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.35% | 0.49% | $123.2M | 975,089 | $146.5M | 1.1M | -76,090-7.24% | Reduce |
 MCKESSON CORP COMMCK |
| 0.35% | 0.53% | $121.2M | 160,354 | $160.4M | 185,341 | -24,987-13.48% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.33% | 0.2% | $117.5M | 154,016 | $61.4M | 157,248 | -3,232-2.06% | Reduce |
