 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.51% | 4.34% | $12.3M | 25,719 | $8.7M | 25,684 | +35+0.14% | Add |
 BROADCOM INCAVGO |
| 4.78% | 4.41% | $10.7M | 28,243 | $8.8M | 28,517 | -274-0.96% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.55% | 3.03% | $10.1M | 14,038 | $6.1M | 17,729 | -3,691-20.82% | Reduce |
 KLA CORPKLAC |
| 4.46% | 3.04% | $10.0M | 33,005 | $6.1M | 4,134 | +28,871+698.38% | Add |
 LAM RESEARCH CORPLRCX |
| 3.98% | 2.78% | $8.9M | 20,507 | $5.6M | 26,038 | -5,531-21.24% | Reduce |
 AMPHENOL CORPAPH |
| 3.95% | 3.3% | $8.8M | 49,982 | $6.6M | 52,213 | -2,231-4.27% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.69% | — | $8.2M | 14,186 | $0 | 0 | +14,186 | New Buy |
 ALPHABET INCGOOGL |
| 3.22% | 2.95% | $7.2M | 20,101 | $5.9M | 20,530 | -429-2.09% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 3.14% | $7.0M | 29,534 | $6.3M | 30,164 | -630-2.09% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.11% | 3.08% | $6.9M | 34,689 | $6.2M | 35,389 | -700-1.98% | Reduce |
 MICROSOFT CORPMSFT |
| 3.02% | 3.43% | $6.7M | 18,051 | $6.9M | 18,566 | -515-2.77% | Reduce |
 VISA INCV |
| 3.01% | 3.01% | $6.7M | 19,542 | $6.0M | 19,959 | -417-2.09% | Reduce |
 APPLE INCAAPL |
| 2.93% | 2.92% | $6.5M | 22,562 | $5.8M | 23,043 | -481-2.09% | Reduce |
 AMETEK INC COMAME |
| 2.89% | 2.91% | $6.4M | 26,604 | $5.8M | 27,172 | -568-2.09% | Reduce |
 MEDTRONIC PLCMDT |
| 2.82% | 3.31% | $6.3M | 80,431 | $6.6M | 76,481 | +3,950+5.16% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.77% | 3.06% | $6.2M | 12,014 | $6.1M | 12,270 | -256-2.09% | Reduce |
| NNASDAQ INCNDAQ |
| 2.75% | — | $6.1M | 77,850 | $0 | 0 | +77,850 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.72% | 3.03% | $6.1M | 12,085 | $6.1M | 12,343 | -258-2.09% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 2.7% | 3.21% | $6.0M | 17,790 | $6.4M | 18,169 | -379-2.09% | Reduce |
 DANAHER CORP DEL COMDHR |
| 2.54% | 2.87% | $5.7M | 29,708 | $5.8M | 30,342 | -634-2.09% | Reduce |
 META PLATFORMS INCMETA |
| 2.37% | 2.74% | $5.3M | 9,404 | $5.5M | 9,604 | -200-2.08% | Reduce |
 NETFLIX INCNFLX |
| 2.36% | 3.62% | $5.3M | 73,724 | $7.2M | 75,298 | -1,574-2.09% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.31% | 3.07% | $5.2M | 41,942 | $6.2M | 39,137 | +2,805+7.17% | Add |
 SALESFORCE INCCRM |
| 2.24% | 3.03% | $5.0M | 31,825 | $6.1M | 32,504 | -679-2.09% | Reduce |
 NetEase, Inc. ADRNTES |
| 1.39% | 1.17% | $3.1M | 24,258 | $2.3M | 20,880 | +3,378+16.18% | Add |
 EATON CORP PLCETN |
| 1.17% | 1.22% | $2.6M | 6,140 | $2.4M | 6,829 | -689-10.09% | Reduce |
 AFLAC INC COMAFL |
| 1.11% | 1.12% | $2.5M | 21,071 | $2.2M | 20,456 | +615+3.01% | Add |
 CISCO SYS INCCSCO |
| 0.74% | 0.58% | $1.6M | 14,014 | $1.2M | 15,078 | -1,064-7.06% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.7% | 0.55% | $1.6M | 5,275 | $1.1M | 5,682 | -407-7.16% | Reduce |
| QQUALCOMM INCQCOM |
| 0.58% | 0.61% | $1.3M | 7,000 | $1.2M | 9,427 | -2,427-25.75% | Reduce |
 ABBVIE INCABBV |
| 0.57% | 0.59% | $1.3M | 5,045 | $1.2M | 5,426 | -381-7.02% | Reduce |
| BBAIDU INCBIDU |
| 0.52% | 0.57% | $1.2M | 10,223 | $1.1M | 10,223 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.52% | 0.58% | $1.2M | 14,248 | $1.2M | 15,341 | -1,093-7.12% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.51% | 0.59% | $1.1M | 4,493 | $1.2M | 4,841 | -348-7.19% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.51% | 0.57% | $1.1M | 11,581 | $1.1M | 12,444 | -863-6.94% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.5% | 0.56% | $1.1M | 4,859 | $1.1M | 5,191 | -332-6.40% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.48% | 0.43% | $1.1M | 3,786 | $858,310 | 4,360 | -574-13.17% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.47% | 0.57% | $1.1M | 18,256 | $1.1M | 19,656 | -1,400-7.12% | Reduce |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.47% | 0.44% | $1.0M | 21,730 | $885,642 | 25,146 | -3,416-13.58% | Reduce |
 EMERSON ELEC COEMR |
| 0.46% | 0.5% | $1.0M | 7,168 | $1.0M | 7,656 | -488-6.37% | Reduce |
 ILLINOIS TOOLITW |
| 0.45% | 0.52% | $1.0M | 3,718 | $1.0M | 4,003 | -285-7.12% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.52% | $980,142 | 6,684 | $1.0M | 7,196 | -512-7.12% | Reduce |
 BLACKROCK INC COMBLK |
| 0.42% | 0.5% | $933,675 | 971 | $1.0M | 1,047 | -76-7.26% | Reduce |
 HUBBELL INCHUBB |
| 0.41% | 0.53% | $918,216 | 1,755 | $1.1M | 2,144 | -389-18.14% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.4% | 0.46% | $901,770 | 1,836 | $927,663 | 2,226 | -390-17.52% | Reduce |
 PEPSICO INCPEP |
| 0.4% | 0.55% | $896,213 | 6,619 | $1.1M | 7,126 | -507-7.11% | Reduce |
 OTIS WORLDWIDEOTIS |
| 0.38% | 0.49% | $856,408 | 11,961 | $985,159 | 12,781 | -820-6.42% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.38% | 0.55% | $853,827 | 9,728 | $1.1M | 11,873 | -2,145-18.07% | Reduce |
 JD COM INCJD |
| 0.37% | 0.48% | $826,520 | 32,438 | $959,192 | 32,438 | 00.00% | Unchanged |
 CME GROUP INCCME |
| 0.34% | 0.55% | $763,851 | 3,459 | $1.1M | 3,695 | -236-6.39% | Reduce |
