 WEST PHARMACEUTICAL SVSC INCWST |
| 6.03% | 4.67% | $371.1M | 1.0M | $329.7M | 1.3M | -281,577-21.41% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 5.69% | 4.3% | $350.2M | 842,497 | $303.5M | 1.1M | -279,164-24.89% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.48% | 4.07% | $337.2M | 706,120 | $287.2M | 849,740 | -143,620-16.90% | Reduce |
 TEXAS INSTRS INCTXN |
| 5.23% | 4.18% | $322.3M | 1.1M | $294.8M | 1.5M | -437,385-28.80% | Reduce |
 ALPHABET INCGOOGL |
| 4.8% | 4.27% | $295.6M | 827,249 | $301.4M | 1.0M | -220,770-21.07% | Reduce |
 IQVIA HLDGS INCIQV |
| 4.71% | 4.58% | $290.0M | 1.5M | $323.6M | 1.9M | -396,714-20.91% | Reduce |
 AMERICAN EXPRESS COAXP |
| 4.67% | 4.61% | $287.3M | 849,396 | $325.3M | 1.1M | -226,142-21.03% | Reduce |
 COOPER COS INCCOO |
| 4.59% | 3.87% | $282.5M | 3.9M | $273.3M | 3.8M | +116,945+3.06% | Add |
 VISA INCV |
| 4.56% | 4.44% | $280.5M | 817,595 | $313.4M | 1.0M | -219,211-21.14% | Reduce |
 PROGRESSIVE CORPPGR |
| 4.33% | — | $266.4M | 1.2M | $0 | 0 | +1.2M | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.31% | 4.62% | $265.6M | 529,776 | $325.8M | 662,828 | -133,052-20.07% | Reduce |
 CDW CORPCDW |
| 4.27% | 3.95% | $262.7M | 1.9M | $278.6M | 2.3M | -434,750-18.88% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 4.26% | 4.44% | $262.6M | 1.5M | $313.4M | 74,430 | +1.4M+1,879.15% | Add |
 MSCI INCMSCI |
| 4.22% | 4.48% | $259.7M | 463,710 | $316.5M | 587,264 | -123,554-21.04% | Reduce |
 SYSCO CORP COMSYY |
| 4.19% | 3.96% | $257.9M | 3.1M | $279.2M | 3.9M | -828,805-21.17% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 4.15% | 4.32% | $255.8M | 1.7M | $304.9M | 1.9M | -249,143-12.85% | Reduce |
 AON PLC SHS CL AAON |
| 4.14% | 4.46% | $255.1M | 768,975 | $315.1M | 976,263 | -207,288-21.23% | Reduce |
 MOODYS CORPMCO |
| 4.11% | 4.39% | $253.1M | 558,785 | $309.6M | 709,634 | -150,849-21.26% | Reduce |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 3.97% | 3.72% | $244.3M | 6.3M | $262.6M | 5.6M | +687,109+12.28% | Add |
 MICROSOFT CORPMSFT |
| 3.91% | 4.29% | $240.7M | 645,228 | $303.1M | 818,886 | -173,658-21.21% | Reduce |
 CME GROUP INCCME |
| 3.59% | 4.26% | $221.2M | 1.0M | $300.4M | 1.0M | -15,264-1.50% | Reduce |
 SALESFORCE INCCRM |
| 3.03% | 4% | $186.9M | 1.2M | $282.5M | 1.5M | -320,691-21.19% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.77% | 2.04% | $108.9M | 267,319 | $143.9M | 338,418 | -71,099-21.01% | Reduce |
