| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 5.34% | 3.64% | $62.2M | 233,171 | $39.9M | 174,434 | +58,737+33.67% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 4.61% | 4.07% | $53.8M | 219,596 | $44.7M | 264,304 | -44,708-16.92% | Reduce |
 ELI LILLY & COLLY |
| 4.04% | 5.52% | $47.1M | 39,258 | $60.5M | 65,762 | -26,504-40.30% | Reduce |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 3.32% | 3.07% | $38.7M | 160,768 | $33.7M | 178,144 | -17,376-9.75% | Reduce |
 HUMANA INC COMHUM |
| 3.22% | — | $37.5M | 94,375 | $0 | 0 | +94,375 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 3.15% | 1.43% | $36.7M | 88,276 | $15.7M | 58,038 | +30,238+52.10% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 3.09% | 2.59% | $36.0M | 213,407 | $28.4M | 215,678 | -2,271-1.05% | Reduce |
 INHIBRX BIOSCIENCES INCINBX |
| 2.51% | 1.87% | $29.2M | 308,385 | $20.5M | 305,431 | +2,954+0.97% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 2.32% | 6.35% | $27.1M | 49,991 | $69.6M | 117,405 | -67,414-57.42% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 2.3% | 1.25% | $26.8M | 143,222 | $13.7M | 140,770 | +2,452+1.74% | Add |
 ICON PUB LTD COICLR |
| 2.03% | 0.58% | $23.7M | 136,482 | $6.4M | 57,500 | +78,982+137.36% | Add |
| TTENET HEALTHCARE CORPTHC |
| 2.03% | 6.86% | $23.7M | 126,572 | $75.2M | 398,567 | -271,995-68.24% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 1.94% | 1.86% | $22.7M | 250,453 | $20.4M | 254,510 | -4,057-1.59% | Reduce |
 WATERS CORPWAT |
| 1.93% | 1.08% | $22.4M | 59,825 | $11.8M | 39,763 | +20,062+50.45% | Add |
 CENTENE CORP DEL COMCNC |
| 1.86% | 0.79% | $21.6M | 337,067 | $8.6M | 263,486 | +73,581+27.93% | Add |
 PENUMBRA INCPEN |
| 1.63% | 4.19% | $19.0M | 60,221 | $45.9M | 139,779 | -79,558-56.92% | Reduce |
 BRIDGEBIO PHARMA INCBBIO |
| 1.62% | 1.75% | $18.9M | 253,358 | $19.1M | 257,747 | -4,389-1.70% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.53% | 0.66% | $17.8M | 56,637 | $7.2M | 21,957 | +34,680+157.95% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 1.46% | — | $17.0M | 13,344 | $0 | 0 | +13,344 | New Buy |
| IINDIVIOR PHARMACEUTICALS INCINDV |
| 1.41% | 1.6% | $16.5M | 401,208 | $17.5M | 574,666 | -173,458-30.18% | Reduce |
 MERCK & CO INCMRK |
| 1.4% | — | $16.3M | 127,118 | $0 | 0 | +127,118 | New Buy |
 CYTOKINETICS INCCYTK |
| 1.4% | — | $16.3M | 191,686 | $0 | 0 | +191,686 | New Buy |
 LANTHEUS HLDGS INCLNTH |
| 1.39% | — | $16.2M | 146,403 | $0 | 0 | +146,403 | New Buy |
 COOPER COS INCCOO |
| 1.36% | 1.11% | $15.8M | 220,890 | $12.1M | 169,829 | +51,061+30.07% | Add |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 1.35% | 1.63% | $15.7M | 29,313 | $17.9M | 34,146 | -4,833-14.15% | Reduce |
 ACADIA HEALTHCARE COMPANY INACHC |
| 1.33% | 1.24% | $15.5M | 524,934 | $13.6M | 582,745 | -57,811-9.92% | Reduce |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.3% | 0.78% | $15.1M | 158,825 | $8.5M | 174,052 | -15,227-8.75% | Reduce |
 OSCAR HEALTH INCOSCR |
| 1.27% | 0.52% | $14.8M | 519,016 | $5.7M | 499,837 | +19,179+3.84% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.23% | 0.66% | $14.3M | 28,496 | $7.3M | 14,832 | +13,664+92.13% | Add |
 CVS HEALTH CORPCVS |
| 1.22% | — | $14.2M | 137,457 | $0 | 0 | +137,457 | New Buy |
| MMERIT MED SYS INCMMSI |
| 1.17% | 1.02% | $13.7M | 197,038 | $11.2M | 162,469 | +34,569+21.28% | Add |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.11% | 1.04% | $12.9M | 38,575 | $11.4M | 35,438 | +3,137+8.85% | Add |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 1.09% | 0.94% | $12.8M | 342,751 | $10.3M | 324,957 | +17,794+5.48% | Add |
 NOVO-NORDISK A SNVO |
| 1.09% | 0.66% | $12.7M | 265,016 | $7.2M | 197,181 | +67,835+34.40% | Add |
| IINTEGER HLDGS CORPITGR |
| 1.02% | 1.08% | $11.8M | 126,669 | $11.9M | 135,081 | -8,412-6.23% | Reduce |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 1.01% | 1.32% | $11.8M | 121,222 | $14.4M | 172,137 | -50,915-29.58% | Reduce |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 1.01% | 0.35% | $11.7M | 249,020 | $3.9M | 205,317 | +43,703+21.29% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.98% | — | $11.5M | 90,858 | $0 | 0 | +90,858 | New Buy |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 0.97% | 1.08% | $11.3M | 101,550 | $11.9M | 136,621 | -35,071-25.67% | Reduce |
 SCHEIN HENRY INCHSIC |
| 0.96% | 1.03% | $11.2M | 134,423 | $11.3M | 153,114 | -18,691-12.21% | Reduce |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.92% | 0.37% | $10.7M | 131,667 | $4.0M | 64,279 | +67,388+104.84% | Add |
| TTANGO THERAPEUTICS INCTNGX |
| 0.87% | 0.77% | $10.2M | 326,047 | $8.5M | 406,245 | -80,198-19.74% | Reduce |
 TELEFLEX INCORPORATEDTFX |
| 0.87% | — | $10.1M | 79,708 | $0 | 0 | +79,708 | New Buy |
 CENCORA INCCOR |
| 0.86% | — | $10.0M | 35,485 | $0 | 0 | +35,485 | New Buy |
| VVIKING THERAPEUTICS INCVKTX |
| 0.85% | 0.78% | $10.0M | 255,330 | $8.6M | 263,106 | -7,776-2.96% | Reduce |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 0.85% | 0.73% | $9.9M | 141,914 | $8.0M | 187,335 | -45,421-24.25% | Reduce |
| VVERA THERAPEUTICS INCVERA |
| 0.83% | 0.64% | $9.6M | 224,289 | $7.0M | 174,867 | +49,422+28.26% | Add |
 ROIVANT SCIENCES LTDROIV |
| 0.81% | 0.52% | $9.5M | 268,008 | $5.7M | 207,446 | +60,562+29.19% | Add |
 CG ONCOLOGY INCCGON |
| 0.78% | 1.02% | $9.1M | 128,286 | $11.2M | 165,925 | -37,639-22.68% | Reduce |
 AMNEAL PHARMACEUTICALS INCAMRX |
| 0.71% | 1.05% | $8.3M | 480,715 | $11.6M | 930,096 | -449,381-48.32% | Reduce |
