 NVIDIA CORPORATIONNVDA |
| 5.28% | 4.62% | $1.62B | 8.1M | $1.10B | 6.3M | +1.8M+27.91% | Add |
 ALPHABET INCGOOGL |
| 4.38% | 2.45% | $1.34B | 3.7M | $582.8M | 2.0M | +1.7M+84.98% | Add |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 4.18% | 4.62% | $1.28B | 4.8M | $1.10B | 4.8M | -15,173-0.32% | Reduce |
 AXON ENTERPRISEAXON |
| 2.73% | 1.9% | $836.1M | 1.5M | $451.9M | 1.1M | +427,356+40.16% | Add |
| FFTAI AVIATION LTDFTAI |
| 2.6% | 2.93% | $794.6M | 2.9M | $697.8M | 2.8M | +89,001+3.12% | Add |
 APPLE INCAAPL |
| 2.43% | 3.34% | $744.7M | 2.6M | $795.2M | 3.1M | -559,339-17.85% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 2.3% | 3.59% | $704.5M | 355,433 | $856.2M | 620,915 | -265,482-42.76% | Reduce |
 BROADCOM INCAVGO |
| 1.92% | 1.61% | $588.0M | 1.6M | $382.8M | 1.2M | +319,597+25.84% | Add |
 MICROSOFT CORPMSFT |
| 1.72% | 2.56% | $527.6M | 1.4M | $610.6M | 1.6M | -235,219-14.26% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 1.69% | 2.21% | $516.6M | 1.9M | $527.7M | 2.3M | -368,221-16.08% | Reduce |
 ELI LILLY & COLLY |
| 1.63% | 1.41% | $499.8M | 416,732 | $335.3M | 364,579 | +52,153+14.30% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.44% | 0.45% | $441.9M | 1.7M | $108.4M | 718,810 | +1.0M+141.58% | Add |
| MMKS INC.MKSI |
| 1.35% | 1.01% | $413.0M | 928,617 | $240.6M | 1.0M | -118,146-11.29% | Reduce |
 META PLATFORMS INCMETA |
| 1.25% | 1.26% | $381.6M | 677,389 | $301.4M | 526,822 | +150,567+28.58% | Add |
 VERTIV HOLDINGS COVRT |
| 1.15% | 2.02% | $353.0M | 1.1M | $481.5M | 1.9M | -867,335-45.13% | Reduce |
 GE VERNOVA INCGEV |
| 0.93% | 0.73% | $283.5M | 241,272 | $174.0M | 199,306 | +41,966+21.06% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.86% | 0.14% | $263.4M | 228,203 | $33.9M | 100,434 | +127,769+127.22% | Add |
 VISA INCV |
| 0.85% | 0.58% | $261.6M | 762,403 | $138.0M | 456,548 | +305,855+66.99% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.85% | 0.79% | $260.6M | 6.2M | $187.8M | 4.6M | +1.5M+32.78% | Add |
 TAPESTRY INCTPR |
| 0.81% | 1.3% | $248.3M | 1.7M | $310.3M | 2.2M | -502,293-22.84% | Reduce |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 0.8% | 0.7% | $245.2M | 2.2M | $167.8M | 1.9M | +279,472+14.49% | Add |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 0.8% | 0.36% | $244.8M | 6.0M | $85.8M | 3.2M | +2.8M+88.20% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.8% | 0.7% | $244.0M | 510,999 | $166.8M | 493,504 | +17,495+3.55% | Add |
 GUARDANT HEALTH INCGH |
| 0.8% | 0.53% | $243.7M | 1.6M | $125.9M | 1.4M | +261,920+19.22% | Add |
 QUANTA SVCS INCPWR |
| 0.78% | 0.76% | $238.7M | 331,489 | $182.2M | 331,816 | -327-0.10% | Reduce |
 SERVICENOW INCNOW |
| 0.77% | 0.61% | $235.7M | 2.4M | $145.8M | 1.4M | +979,524+70.26% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.76% | <0.01% | $234.2M | 403,081 | $1.0M | 5,020 | +398,061+7,929.50% | Add |
 PALO ALTOPANW |
| 0.73% | 0.43% | $224.5M | 658,331 | $102.0M | 636,483 | +21,848+3.43% | Add |
 WOODWARD INCWWD |
| 0.73% | 0.41% | $224.0M | 526,505 | $97.4M | 272,185 | +254,320+93.44% | Add |
 ARISTA NETWORKS INCANET |
| 0.73% | 0.4% | $223.7M | 1.3M | $95.8M | 780,402 | +536,694+68.77% | Add |
 LPL FINL HLDGS INCLPLA |
| 0.73% | 1.11% | $223.4M | 793,061 | $265.2M | 881,506 | -88,445-10.03% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 0.7% | 0.85% | $214.9M | 2.1M | $203.7M | 3.2M | -1.1M-33.37% | Reduce |
 AMER SPORTS INC COM SHSAS |
| 0.7% | 0.54% | $214.7M | 6.3M | $129.6M | 3.9M | +2.4M+61.14% | Add |
 CLOUDFLARE INCNET |
| 0.67% | 0.47% | $204.9M | 835,502 | $111.7M | 541,566 | +293,936+54.28% | Add |
 AMAZON COM INCAMZN |
| 0.67% | 1.99% | $204.9M | 859,806 | $474.8M | 2.3M | -1.4M-62.28% | Reduce |
| GGARMIN LTD SHSGRMN |
| 0.67% | 0.37% | $204.5M | 861,057 | $87.3M | 376,362 | +484,695+128.78% | Add |
| RREGAL REXNORD CORPORATION COMRRX |
| 0.67% | 0.54% | $204.1M | 856,976 | $127.7M | 681,717 | +175,259+25.71% | Add |
 NATERA INCNTRA |
| 0.64% | 0.63% | $197.2M | 726,628 | $150.9M | 754,729 | -28,101-3.72% | Reduce |
 MORGAN STANLEYMS |
| 0.64% | 0.34% | $196.6M | 940,560 | $81.7M | 496,558 | +444,002+89.42% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.63% | — | $193.7M | 314,082 | $0 | 0 | +314,082 | New Buy |
| SSAMSARA INC CLASS AIOT |
| 0.62% | 0.67% | $189.3M | 5.8M | $160.8M | 5.1M | +763,638+15.05% | Add |
| DDYNATRACE INCDT |
| 0.61% | 0.65% | $186.6M | 4.2M | $155.7M | 4.2M | +39,635+0.94% | Add |
 CATERPILLAR INCCAT |
| 0.61% | 0.1% | $186.0M | 174,620 | $22.9M | 32,325 | +142,295+440.20% | Add |
| SSEMTECH CORPSMTC |
| 0.6% | 0.41% | $183.4M | 1.1M | $98.5M | 1.3M | -147,326-11.50% | Reduce |
 AMETEK INC COMAME |
| 0.57% | 0.67% | $175.1M | 723,798 | $159.9M | 745,832 | -22,034-2.95% | Reduce |
 ABIVAX SAABVX |
| 0.57% | 0.62% | $174.5M | 1.3M | $147.3M | 1.3M | -13,113-0.99% | Reduce |
 INSMED INCINSM |
| 0.57% | 1.01% | $173.7M | 1.6M | $240.1M | 1.5M | +161,102+10.97% | Add |
 ITT INCITT |
| 0.54% | 0.56% | $164.2M | 830,382 | $134.0M | 703,309 | +127,073+18.07% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.53% | 0.02% | $162.7M | 1.3M | $3.7M | 26,690 | +1.3M+4,724.39% | Add |
 PTC THERAPEUTICS INCPTCT |
| 0.52% | — | $159.6M | 2.0M | $0 | 0 | +2.0M | New Buy |
