 GUARDANT HEALTH INCGH |
| 3.93% | 3.61% | $293.8M | 2.0M | $218.1M | 2.4M | -404,551-17.12% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.9% | 2.42% | $291.7M | 673,431 | $146.6M | 688,402 | -14,971-2.17% | Reduce |
 XOMETRY INCXMTR |
| 2.78% | 2% | $208.4M | 2.2M | $120.8M | 3.0M | -808,394-27.31% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 2.72% | 2.8% | $203.5M | 415,039 | $169.0M | 406,555 | +8,484+2.09% | Add |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 1.95% | 2.15% | $146.2M | 1.2M | $130.1M | 1.4M | -160,482-11.39% | Reduce |
 ASML HLDG NVASML |
| 1.82% | 1.49% | $136.0M | 68,410 | $89.9M | 68,110 | +300+0.44% | Add |
 TARGA RES CORPTRGP |
| 1.76% | 2.08% | $131.7M | 490,719 | $125.8M | 502,287 | -11,568-2.30% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.74% | 1.91% | $129.9M | 599,458 | $115.5M | 591,691 | +7,767+1.31% | Add |
 GE VERNOVA INCGEV |
| 1.67% | 1.91% | $124.7M | 106,999 | $115.6M | 133,200 | -26,201-19.67% | Reduce |
 UNITED RENTALS INCURI |
| 1.57% | 1.18% | $117.2M | 103,445 | $71.2M | 97,795 | +5,650+5.78% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 1.56% | 1.52% | $116.6M | 125,668 | $91.7M | 125,657 | +11+0.01% | Add |
 SCHOLAR ROCK HLDG CORPSRRK |
| 1.55% | 1.78% | $116.1M | 2.1M | $107.9M | 2.2M | -85,975-3.91% | Reduce |
 IRHYTHM HOLDINGS INCIRTC |
| 1.4% | 1.48% | $104.7M | 880,338 | $89.8M | 760,825 | +119,513+15.71% | Add |
 KLA CORPKLAC |
| 1.35% | 0.96% | $100.9M | 339,253 | $57.8M | 39,639 | +299,614+755.86% | Add |
| BBETA BIONICS INCBBNX |
| 1.31% | 0.99% | $98.1M | 6.3M | $59.6M | 5.9M | +308,185+5.18% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.25% | 0.94% | $93.5M | 611,272 | $56.6M | 611,138 | +134+0.02% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.21% | 1.02% | $90.6M | 536,108 | $61.6M | 523,557 | +12,551+2.40% | Add |
 GENERAC HLDGS INCGNRC |
| 1.2% | 0.99% | $89.8M | 306,850 | $59.9M | 306,838 | +12+0.00% | Add |
 DATADOG INCDDOG |
| 1.19% | 0.47% | $89.0M | 342,324 | $28.3M | 239,835 | +102,489+42.73% | Add |
 PALO ALTOPANW |
| 1.14% | 0.67% | $85.7M | 251,535 | $40.4M | 252,151 | -616-0.24% | Reduce |
 ENTERGY CORP NEWETR |
| 1.12% | 1.27% | $83.9M | 728,019 | $76.5M | 682,847 | +45,172+6.62% | Add |
 VAXCYTE INCPCVX |
| 1.07% | 1.32% | $80.2M | 1.4M | $79.8M | 1.4M | +5,927+0.43% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.07% | 1.05% | $79.7M | 57,790 | $63.4M | 58,154 | -364-0.63% | Reduce |
 VISTRA CORPVST |
| 1.06% | 1.22% | $79.4M | 499,466 | $74.0M | 492,711 | +6,755+1.37% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.06% | 0.26% | $79.3M | 185,502 | $16.0M | 97,193 | +88,309+90.86% | Add |
 ROYALTY PHARMA PLCRPRX |
| 1.04% | 1.04% | $77.7M | 1.4M | $62.6M | 1.3M | +67,727+5.16% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 1.04% | 1.45% | $77.5M | 316,820 | $87.8M | 519,558 | -202,738-39.02% | Reduce |
| TTERADYNE INCTER |
| 0.95% | 0.62% | $71.4M | 147,984 | $37.6M | 127,466 | +20,518+16.10% | Add |
 D R HORTON INCDHI |
| 0.95% | 0.98% | $71.1M | 436,562 | $59.0M | 430,871 | +5,691+1.32% | Add |
| TTOAST INC CL ATOST |
| 0.93% | 1.09% | $69.4M | 2.5M | $66.0M | 2.5M | +6,037+0.24% | Add |
 QUANTA SVCS INCPWR |
| 0.9% | 0.81% | $67.1M | 93,231 | $49.0M | 89,386 | +3,845+4.30% | Add |
 WILLIAMS COS INCWMB |
| 0.89% | 1% | $66.9M | 898,241 | $60.5M | 832,248 | +65,993+7.93% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.89% | 1.06% | $66.5M | 52,116 | $64.0M | 50,751 | +1,365+2.69% | Add |
 INSMED INCINSM |
| 0.83% | 1.48% | $62.2M | 583,665 | $89.3M | 546,310 | +37,355+6.84% | Add |
| RRB GLOBAL INCRBA |
| 0.82% | 0.84% | $61.5M | 528,645 | $50.6M | 528,143 | +502+0.10% | Add |
| LLIBERTY ENERGY INCLBRT |
| 0.81% | 1.14% | $60.6M | 2.3M | $69.2M | 2.4M | -88,369-3.68% | Reduce |
 BELITE BIO INCBLTE |
| 0.8% | 0.94% | $60.2M | 390,829 | $57.0M | 357,650 | +33,179+9.28% | Add |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.8% | 0.9% | $59.8M | 407,626 | $54.1M | 401,951 | +5,675+1.41% | Add |
 KYMERA THERAPEUTICS INCKYMR |
| 0.77% | 0.86% | $57.8M | 504,210 | $52.2M | 626,925 | -122,715-19.57% | Reduce |
| NNASDAQ INCNDAQ |
| 0.75% | 1% | $55.9M | 711,213 | $60.2M | 711,839 | -626-0.09% | Reduce |
 SITIME CORPSITM |
| 0.74% | 0.42% | $55.1M | 74,014 | $25.4M | 73,665 | +349+0.47% | Add |
 NISOURCE INC COMNI |
| 0.74% | 0.88% | $55.1M | 1.2M | $53.3M | 1.1M | +14,700+1.29% | Add |
| EELEMENT SOLUTIONS INCESI |
| 0.73% | 0.66% | $54.7M | 1.1M | $39.8M | 1.2M | -22,412-1.91% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.73% | 0.74% | $54.4M | 273,735 | $44.7M | 259,419 | +14,316+5.52% | Add |
 ABIVAX SAABVX |
| 0.7% | 0.59% | $52.6M | 394,957 | $35.7M | 320,576 | +74,381+23.20% | Add |
 VULCAN MATLS COVMC |
| 0.67% | 0.76% | $50.1M | 169,825 | $46.2M | 169,572 | +253+0.15% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.67% | 0.82% | $50.0M | 544,082 | $49.8M | 539,880 | +4,202+0.78% | Add |
 TREVI THERAPEUTICS INCTRVI |
| 0.66% | 0.52% | $49.6M | 2.7M | $31.3M | 2.6M | +37,694+1.44% | Add |
| CCOLLEGIUM PHARMACEUTICAL INCCOLL |
| 0.66% | 0.78% | $49.3M | 1.4M | $47.1M | 1.4M | -63,054-4.43% | Reduce |
 EASTGROUP PPTYS INCEGP |
| 0.65% | 0.72% | $48.9M | 241,049 | $43.6M | 235,730 | +5,319+2.26% | Add |
