 MICROSOFT CORPMSFT |
| 6% | 5.72% | $210.7M | 564,767 | $195.1M | 527,159 | +37,608+7.13% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.7% | 2.91% | $164.8M | 823,841 | $99.4M | 569,809 | +254,032+44.58% | Add |
 AMAZON COM INCAMZN |
| 4.06% | 4.24% | $142.4M | 597,393 | $144.5M | 693,708 | -96,315-13.88% | Reduce |
 ALPHABET INCGOOGL |
| 3.85% | 3.08% | $135.1M | 377,935 | $105.0M | 365,199 | +12,736+3.49% | Add |
 META PLATFORMS INCMETA |
| 2.87% | 3.05% | $100.8M | 179,034 | $104.0M | 181,787 | -2,753-1.51% | Reduce |
 APPLE INCAAPL |
| 2.62% | 1.94% | $92.1M | 318,286 | $66.1M | 260,471 | +57,815+22.20% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.57% | 2.87% | $90.2M | 175,563 | $97.8M | 195,699 | -20,136-10.29% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 1.81% | 1.62% | $63.5M | 1.1M | $55.2M | 1.1M | -17,413-1.60% | Reduce |
 BROADCOM INCAVGO |
| 1.79% | 1.67% | $62.9M | 166,610 | $57.1M | 184,521 | -17,911-9.71% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.74% | 1.8% | $61.1M | 35,990 | $61.3M | 35,471 | +519+1.46% | Add |
 DEXCOM INCDXCM |
| 1.61% | 1.68% | $56.6M | 840,950 | $57.2M | 910,584 | -69,634-7.65% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.59% | 1.99% | $55.6M | 292,066 | $68.0M | 358,885 | -66,819-18.62% | Reduce |
 ASML HLDG NVASML |
| 1.46% | 0.47% | $51.3M | 25,777 | $16.0M | 12,118 | +13,659+112.72% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.46% | 1.59% | $51.2M | 582,884 | $54.1M | 582,884 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.42% | 1.31% | $49.7M | 151,953 | $44.7M | 151,952 | +1+0.00% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.41% | 1.66% | $49.6M | 687,742 | $56.7M | 788,026 | -100,284-12.73% | Reduce |
 NETFLIX INCNFLX |
| 1.41% | 2.33% | $49.6M | 694,523 | $79.4M | 825,858 | -131,335-15.90% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.34% | 1.92% | $47.1M | 118,359 | $65.5M | 142,156 | -23,797-16.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.34% | 0.58% | $46.9M | 40,629 | $19.8M | 58,643 | -18,014-30.72% | Reduce |
 MSCI INCMSCI |
| 1.33% | 1.72% | $46.6M | 83,148 | $58.8M | 109,160 | -26,012-23.83% | Reduce |
 WILLIAMS COS INCWMB |
| 1.32% | 0.71% | $46.4M | 624,065 | $24.3M | 333,234 | +290,831+87.28% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.23% | 1.58% | $43.0M | 1.0M | $54.0M | 860,964 | +146,900+17.06% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.18% | 1.32% | $41.6M | 181,006 | $44.9M | 207,219 | -26,213-12.65% | Reduce |
 VISA INCV |
| 1.16% | 0.23% | $40.7M | 118,511 | $7.8M | 25,796 | +92,715+359.42% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1.02% | 1.22% | $36.0M | 397,646 | $41.6M | 519,594 | -121,948-23.47% | Reduce |
 ZOETIS INC CL AZTS |
| 1.01% | 1.7% | $35.3M | 491,051 | $58.0M | 491,051 | 00.00% | Unchanged |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.99% | 1.57% | $34.7M | 160,100 | $53.6M | 274,549 | -114,449-41.69% | Reduce |
 EQUIFAX INCEFX |
| 0.97% | 1.2% | $34.0M | 214,436 | $40.8M | 226,651 | -12,215-5.39% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.96% | 1.04% | $33.6M | 153,654 | $35.4M | 178,334 | -24,680-13.84% | Reduce |
 CMS ENERGY CORP COMCMS |
| 0.94% | 1.2% | $32.8M | 429,193 | $40.8M | 525,747 | -96,554-18.37% | Reduce |
 HUMANA INC COMHUM |
| 0.93% | 0.54% | $32.8M | 82,603 | $18.5M | 106,667 | -24,064-22.56% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.93% | 0.75% | $32.6M | 96,344 | $25.5M | 84,377 | +11,967+14.18% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 0.91% | 1.01% | $32.0M | 134,939 | $34.3M | 147,016 | -12,077-8.21% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.9% | 0.25% | $31.5M | 65,978 | $8.6M | 25,311 | +40,667+160.67% | Add |
 TRADEWEB MKTS INCTW |
| 0.85% | 1.05% | $30.0M | 300,574 | $35.7M | 303,799 | -3,225-1.06% | Reduce |
| KKKR & CO INC COMKKR |
| 0.85% | 1.16% | $29.9M | 325,985 | $39.5M | 427,156 | -101,171-23.68% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.84% | 0.81% | $29.4M | 40,717 | $27.7M | 81,063 | -40,346-49.77% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.83% | 0.11% | $29.2M | 71,588 | $3.7M | 8,667 | +62,921+725.98% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.82% | 1.28% | $28.7M | 896,697 | $43.5M | 1.3M | -400,954-30.90% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.8% | 0.88% | $28.0M | 110,089 | $30.1M | 123,343 | -13,254-10.75% | Reduce |
 INTEL CORPINTC |
| 0.77% | 0.39% | $27.1M | 193,971 | $13.4M | 304,713 | -110,742-36.34% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.77% | 0.76% | $27.0M | 54,037 | $25.9M | 54,037 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 0.77% | 1.06% | $27.0M | 164,898 | $36.2M | 209,470 | -44,572-21.28% | Reduce |
 CISCO SYS INCCSCO |
| 0.76% | 0.75% | $26.6M | 226,634 | $25.5M | 328,629 | -101,995-31.04% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.74% | 0.54% | $26.1M | 130,192 | $18.5M | 101,321 | +28,871+28.49% | Add |
 ICON PUB LTD COICLR |
| 0.74% | 0.57% | $26.0M | 149,726 | $19.3M | 174,291 | -24,565-14.09% | Reduce |
 ABBVIE INCABBV |
| 0.72% | 0.67% | $25.1M | 99,740 | $22.9M | 105,518 | -5,778-5.48% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.7% | 0.66% | $24.7M | 285,288 | $22.4M | 285,288 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 0.69% | 0.66% | $24.0M | 23,071 | $22.6M | 23,071 | 00.00% | Unchanged |
 WARNER BROS DISCOVERY INCWBD |
| 0.68% | 0.56% | $24.0M | 899,932 | $19.1M | 694,932 | +205,000+29.50% | Add |
