 CORPAY INCCPAY |
| 6.19% | 6.56% | $1.80B | 5.4M | $1.56B | 5.3M | +63,082+1.18% | Add |
 NEBIUS GROUP N VNBIS |
| 6.16% | 3.64% | $1.79B | 6.5M | $862.7M | 8.3M | -1.8M-21.89% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 4.41% | 1.31% | $1.28B | 7.2M | $310.6M | 73,772 | +7.1M+9,648.38% | Add |
| QQXO INCQXO |
| 4.39% | 6.06% | $1.28B | 74.0M | $1.44B | 74.0M | 00.00% | Unchanged |
 BRUKER CORPBRKR |
| 3.71% | 2.73% | $1.08B | 17.9M | $648.0M | 17.9M | 00.00% | Unchanged |
| RRXO INCRXO |
| 3.45% | 2.24% | $1.00B | 36.4M | $532.1M | 36.4M | 00.00% | Unchanged |
 MOTOROLA SOLUTIONS INCMSI |
| 3.41% | 3.42% | $992.4M | 2.4M | $811.5M | 1.9M | +519,686+27.79% | Add |
 ALPHABET INCGOOGL |
| 2.87% | 3.05% | $836.5M | 2.3M | $722.7M | 2.5M | -172,659-6.87% | Reduce |
 EQT CORPEQT |
| 2.87% | 3.25% | $835.1M | 15.7M | $770.9M | 12.1M | +3.6M+29.67% | Add |
 XPO INCXPO |
| 2.4% | 2.8% | $698.6M | 3.4M | $663.2M | 3.4M | -6,273-0.18% | Reduce |
 SHELL PLCSHEL |
| 2.36% | 1.61% | $686.0M | 8.8M | $382.6M | 4.1M | +4.7M+115.07% | Add |
 GXO LOGISTICS INCORPORATEDGXO |
| 2.34% | 2.94% | $680.6M | 13.4M | $696.1M | 13.4M | 00.00% | Unchanged |
 Itau Unibanco H-Spon PRF ADRITUB |
| 2.28% | 2.45% | $664.2M | 81.3M | $580.5M | 69.3M | +12.0M+17.37% | Add |
 INSMED INCINSM |
| 2.23% | 1.29% | $647.9M | 6.1M | $306.2M | 1.9M | +4.2M+224.46% | Add |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 2.06% | 1.86% | $598.3M | 2.0M | $441.7M | 1.3M | +652,582+48.89% | Add |
 FIRSTSERVICE CORP NEWFSV |
| 1.98% | 2.33% | $574.7M | 4.0M | $551.3M | 4.0M | +76,062+1.92% | Add |
 STERIS PLCSTE |
| 1.94% | 2.42% | $563.8M | 2.7M | $573.4M | 2.6M | +84,798+3.27% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.82% | 1.73% | $528.3M | 6.1M | $410.3M | 6.1M | -48,775-0.80% | Reduce |
 NEWMONT CORPNEM |
| 1.78% | 2.36% | $517.8M | 5.5M | $559.7M | 5.2M | +373,671+7.23% | Add |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.76% | 3.36% | $512.2M | 1.5M | $796.6M | 2.5M | -942,692-38.13% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.69% | 1.54% | $490.3M | 2.5M | $364.5M | 2.1M | +360,618+17.26% | Add |
| CCINEMARK HLDGS INCCNK |
| 1.64% | 1.81% | $477.8M | 15.1M | $429.5M | 15.1M | 00.00% | Unchanged |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.57% | 1.9% | $456.1M | 7.4M | $450.6M | 7.7M | -320,594-4.16% | Reduce |
 NetEase, Inc. ADRNTES |
| 1.54% | 1.69% | $448.9M | 3.5M | $401.2M | 3.6M | -80,987-2.26% | Reduce |
 Pdd Holdings Inc ADRPDD |
| 1.4% | 0.75% | $408.4M | 5.4M | $178.2M | 1.7M | +3.6M+206.96% | Add |
 DIAGEO PLC SPON ADR NEWDEO |
| 1.32% | 1.16% | $384.0M | 4.8M | $275.5M | 3.7M | +1.1M+29.12% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 1.3% | 1.6% | $377.2M | 11.8M | $379.2M | 11.3M | +489,521+4.33% | Add |
 DISNEY WALT CODIS |
| 1.24% | 1.52% | $359.5M | 3.7M | $360.0M | 3.7M | 00.00% | Unchanged |
 BROWN & BROWN INC COMBRO |
| 1.18% | — | $344.6M | 5.4M | $0 | 0 | +5.4M | New Buy |
 CEMEX SAB DE CVCX |
| 1.17% | 1.79% | $339.7M | 28.3M | $424.9M | 37.1M | -8.8M-23.79% | Reduce |
 SCHOLAR ROCK HLDG CORPSRRK |
| 1.12% | 0.87% | $326.3M | 5.9M | $205.5M | 4.2M | +1.8M+41.95% | Add |
| GGENMAB A/S SPONSORED ADSGMAB |
| 1.07% | 1.46% | $312.3M | 11.4M | $346.8M | 12.9M | -1.6M-12.05% | Reduce |
| RROBERT HALF INC.RHI |
| 1.04% | 0.81% | $303.2M | 9.9M | $191.7M | 7.5M | +2.3M+30.91% | Add |
 CRISPR THERAPEUTICSCRSP |
| 1.02% | 1.23% | $297.2M | 5.4M | $290.5M | 6.1M | -656,850-10.76% | Reduce |
| AAMERICAN AIRLINES GROUP INCAAL |
| 1% | 0.1% | $291.6M | 16.1M | $23.6M | 2.2M | +13.9M+635.09% | Add |
| BBBB FOODS INCTBBB |
| 0.96% | 0.84% | $280.6M | 6.7M | $199.7M | 5.6M | +1.1M+19.28% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 0.94% | 2.32% | $272.1M | 5.9M | $548.9M | 13.8M | -7.9M-57.30% | Reduce |
 FRANCO NEV CORPFNV |
| 0.92% | 1.12% | $269.0M | 1.3M | $266.7M | 1.1M | +210,922+19.54% | Add |
 RANGE RES CORPRRC |
| 0.86% | 0.52% | $249.0M | 6.7M | $122.3M | 2.7M | +4.0M+147.34% | Add |
| BBARRICK MNG CORPGOLD |
| 0.84% | 1.04% | $245.6M | 6.7M | $245.6M | 6.0M | +666,473+11.07% | Add |
| HHDFC BANK LTDHDB |
| 0.84% | 0.19% | $244.0M | 9.4M | $44.5M | 1.8M | +7.7M+428.38% | Add |
 RYAN SPECIALTY HOLDINGS INCRYAN |
| 0.82% | — | $238.2M | 6.3M | $0 | 0 | +6.3M | New Buy |
 ENBRIDGE INCENB |
| 0.81% | 0.38% | $235.4M | 4.3M | $90.5M | 1.7M | +2.7M+159.76% | Add |
 VALE S AVALE |
| 0.74% | 1.3% | $214.6M | 14.3M | $308.2M | 19.4M | -5.1M-26.35% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.73% | 0.16% | $212.8M | 1.1M | $37.2M | 218,248 | +882,917+404.55% | Add |
| IIMAX CORPIMAX |
| 0.71% | 0.83% | $205.3M | 5.1M | $195.8M | 5.2M | -2,166-0.04% | Reduce |
| SSPDR GOLD TRGLD |
| 0.63% | 0.86% | $184.2M | 499,941 | $203.9M | 473,850 | +26,091+5.51% | Add |
| SSYNAPTICS INCSYNA |
| 0.61% | 0.49% | $176.7M | 1.4M | $116.2M | 1.7M | -236,358-14.25% | Reduce |
 RENAISSANCERE HLDGS LTD COMRNR |
| 0.59% | 0.81% | $171.9M | 542,301 | $192.7M | 648,479 | -106,178-16.37% | Reduce |
 ANTERO RESOURCES CORPAR |
| 0.55% | 0.87% | $159.8M | 4.5M | $206.8M | 4.9M | -324,745-6.67% | Reduce |
