 NVIDIA CORPORATIONNVDA |
| 6.9% | 7.23% | $1.84B | 9.2M | $1.69B | 9.7M | -529,483-5.45% | Reduce |
 APPLE INCAAPL |
| 5.43% | 5.4% | $1.45B | 5.0M | $1.27B | 5.0M | +8,011+0.16% | Add |
 ASTRAZENECA PLCAZN |
| 4.05% | 4.94% | $1.08B | 5.7M | $1.16B | 6.0M | -217,769-3.66% | Reduce |
 MICROSOFT CORPMSFT |
| 3.86% | 4.29% | $1.03B | 2.8M | $1.00B | 2.7M | +43,023+1.59% | Add |
 AMAZON COM INCAMZN |
| 2.77% | 2.7% | $736.3M | 3.1M | $631.5M | 3.0M | +57,148+1.88% | Add |
 ALPHABET INCGOOGL |
| 2.64% | 2.43% | $702.6M | 2.0M | $569.6M | 2.0M | -14,833-0.75% | Reduce |
 BROADCOM INCAVGO |
| 2.5% | 2.53% | $666.7M | 1.8M | $591.5M | 1.9M | -146,106-7.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.14% | 1.85% | $568.4M | 1.6M | $432.3M | 1.5M | +101,786+6.75% | Add |
 MICRON TECHNOLOGY INCMU |
| 2% | 0.52% | $531.8M | 460,698 | $121.4M | 359,406 | +101,292+28.18% | Add |
 ELI LILLY & COLLY |
| 1.76% | 1.52% | $468.0M | 390,198 | $356.2M | 387,272 | +2,926+0.76% | Add |
 META PLATFORMS INCMETA |
| 1.51% | 1.73% | $402.1M | 713,825 | $405.0M | 707,960 | +5,865+0.83% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.4% | 0.31% | $371.8M | 640,029 | $72.3M | 355,551 | +284,478+80.01% | Add |
 JPMORGAN CHASE & COJPM |
| 1.28% | 1.52% | $341.4M | 1.0M | $356.2M | 1.2M | -167,930-13.87% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.24% | 1.34% | $331.0M | 1.3M | $314.5M | 1.3M | +16,972+1.32% | Add |
 APPLIED MATLS INCAMAT |
| 1.23% | 0.75% | $326.6M | 451,702 | $175.0M | 512,119 | -60,417-11.80% | Reduce |
 TESLA INCTSLA |
| 1.06% | 0.99% | $281.8M | 670,003 | $232.2M | 624,505 | +45,498+7.29% | Add |
 CISCO SYS INCCSCO |
| 0.89% | 0.42% | $237.8M | 2.0M | $99.1M | 1.3M | +746,946+58.47% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 1.25% | $228.7M | 445,197 | $293.6M | 587,548 | -142,351-24.23% | Reduce |
| CCITIGROUP INCC |
| 0.85% | 1.08% | $226.7M | 1.6M | $253.0M | 2.2M | -610,683-27.38% | Reduce |
 MERCK & CO INCMRK |
| 0.8% | 0.84% | $212.8M | 1.7M | $197.6M | 1.6M | +13,771+0.84% | Add |
 ABBVIE INCABBV |
| 0.79% | 0.88% | $211.0M | 838,323 | $205.8M | 946,326 | -108,003-11.41% | Reduce |
 INTEL CORPINTC |
| 0.79% | 0.18% | $210.6M | 1.5M | $42.5M | 961,940 | +546,456+56.81% | Add |
 VISA INCV |
| 0.77% | 0.77% | $206.2M | 600,994 | $181.2M | 599,611 | +1,383+0.23% | Add |
 KLA CORPKLAC |
| 0.74% | 0.49% | $196.1M | 650,040 | $115.8M | 78,638 | +571,402+726.62% | Add |
 LAM RESEARCH CORPLRCX |
| 0.73% | 0.4% | $194.5M | 448,909 | $94.8M | 443,913 | +4,996+1.13% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.62% | 0.93% | $165.5M | 2.9M | $217.5M | 3.6M | -713,733-19.90% | Reduce |
 GENERAL MTRS COGM |
| 0.57% | 0.73% | $151.3M | 2.0M | $171.9M | 2.3M | -344,299-14.92% | Reduce |
 WALMART INCWMT |
| 0.56% | 0.77% | $148.6M | 1.3M | $179.5M | 1.4M | -132,712-9.19% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.35% | $141.7M | 341,002 | $80.8M | 298,761 | +42,241+14.14% | Add |
| BBANK OF AMER CORPBAC |
| 0.53% | 0.41% | $141.3M | 2.5M | $95.7M | 2.0M | +516,592+26.31% | Add |
 PALO ALTOPANW |
| 0.52% | 0.38% | $139.6M | 409,347 | $89.4M | 557,704 | -148,357-26.60% | Reduce |
 CATERPILLAR INCCAT |
| 0.51% | 0.37% | $136.2M | 127,876 | $86.2M | 121,707 | +6,169+5.07% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.48% | 0.09% | $127.8M | 428,986 | $20.1M | 203,203 | +225,783+111.11% | Add |
 STRYKER CORPORATIONSYK |
| 0.47% | 0.37% | $125.3M | 398,062 | $86.5M | 263,366 | +134,696+51.14% | Add |
 COLGATE PALMOLIVE COCL |
| 0.45% | 0.39% | $119.3M | 1.3M | $91.1M | 1.1M | +231,758+21.67% | Add |
 ARISTA NETWORKS INCANET |
| 0.44% | 0.4% | $118.3M | 696,307 | $93.2M | 759,276 | -62,969-8.29% | Reduce |
 TRUIST FINL CORPTFC |
| 0.42% | 0.53% | $110.7M | 2.2M | $124.1M | 2.7M | -477,860-17.69% | Reduce |
 CHUBB LIMITEDCB |
| 0.41% | 0.72% | $109.7M | 322,059 | $169.5M | 519,939 | -197,880-38.06% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.41% | 0.55% | $109.5M | 746,784 | $127.7M | 883,854 | -137,070-15.51% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.4% | 0.47% | $107.0M | 1.2M | $109.7M | 1.4M | -187,566-13.69% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.4% | 0.73% | $105.7M | 836,260 | $171.8M | 1.2M | -396,740-32.18% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.39% | 0.14% | $105.0M | 313,586 | $32.9M | 131,362 | +182,224+138.72% | Add |
 CENCORA INCCOR |
| 0.39% | 0.57% | $104.0M | 367,624 | $134.1M | 427,004 | -59,380-13.91% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.38% | 0.48% | $102.2M | 246,144 | $112.7M | 259,773 | -13,629-5.25% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.38% | 0.26% | $102.2M | 342,760 | $60.7M | 312,670 | +30,090+9.62% | Add |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.38% | 0.59% | $101.1M | 831,989 | $139.1M | 1.5M | -662,405-44.33% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.38% | 0.4% | $100.6M | 200,561 | $93.5M | 190,270 | +10,291+5.41% | Add |
 ADOBE INC COMADBE |
| 0.38% | 0.56% | $100.0M | 487,617 | $131.7M | 541,894 | -54,277-10.02% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.37% | 0.69% | $99.2M | 58,436 | $162.6M | 94,029 | -35,593-37.85% | Reduce |
 CVS HEALTH CORPCVS |
| 0.36% | 0.27% | $96.8M | 935,333 | $62.6M | 872,126 | +63,207+7.25% | Add |
