 NVIDIA CORPORATIONNVDA |
| 11.82% | 12.55% | $3.55B | 17.7M | $2.86B | 16.4M | +1.3M+8.20% | Add |
 MICROSOFT CORPMSFT |
| 6.42% | 8.11% | $1.93B | 5.2M | $1.85B | 5.0M | +178,466+3.58% | Add |
 AMAZON COM INCAMZN |
| 5.74% | 6.54% | $1.72B | 7.2M | $1.49B | 7.2M | +77,119+1.08% | Add |
 NEBIUS GROUP N VNBIS |
| 5.27% | 4.37% | $1.58B | 5.7M | $996.0M | 9.6M | -3.9M-40.34% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.1% | 4.82% | $1.53B | 4.3M | $1.10B | 3.8M | +511,158+13.37% | Add |
 APPLE INCAAPL |
| 4.86% | 5.17% | $1.46B | 5.0M | $1.18B | 4.6M | +405,247+8.74% | Add |
 WESTERN DIGITAL CORPWDC |
| 4.7% | 3.16% | $1.41B | 2.2M | $719.5M | 2.7M | -453,509-17.05% | Reduce |
 META PLATFORMS INCMETA |
| 3.74% | 4.47% | $1.12B | 2.0M | $1.02B | 1.8M | +214,099+12.03% | Add |
 BROADCOM INCAVGO |
| 3.47% | 4.01% | $1.04B | 2.8M | $912.9M | 2.9M | -194,140-6.58% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 3.29% | — | $987.5M | 5.8M | $0 | 0 | +5.8M | New Buy |
 TESLA INCTSLA |
| 2.81% | 2.98% | $844.7M | 2.0M | $678.7M | 1.8M | +182,674+10.01% | Add |
| AAPPLOVIN CORPAPP |
| 2.22% | 2.05% | $666.8M | 1.3M | $466.9M | 1.2M | +121,070+10.32% | Add |
| AASTERA LABS INCALAB |
| 2.07% | 1.24% | $620.1M | 1.3M | $282.0M | 2.6M | -1.3M-50.10% | Reduce |
| TTALEN ENERGY CORPTLN |
| 1.98% | 1.66% | $594.2M | 1.5M | $378.6M | 1.2M | +360,520+30.40% | Add |
 NATERA INCNTRA |
| 1.61% | 1.54% | $482.6M | 1.8M | $351.3M | 1.8M | +21,537+1.23% | Add |
| QQXO INCQXO |
| 1.58% | 1.91% | $472.8M | 27.4M | $435.1M | 22.4M | +5.0M+22.13% | Add |
 GE VERNOVA INCGEV |
| 1.57% | 1.31% | $470.4M | 400,255 | $297.6M | 340,739 | +59,516+17.47% | Add |
| SSEA LTD SPONSORD ADSSE |
| 1.15% | 1.23% | $345.9M | 3.6M | $279.1M | 3.4M | +238,985+7.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.03% | 0.16% | $309.2M | 267,881 | $37.5M | 110,873 | +157,008+141.61% | Add |
 HEICO CORP NEW CL AHEI |
| 0.91% | 0.89% | $271.8M | 1.1M | $202.9M | 961,365 | +92,391+9.61% | Add |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.9% | 0.92% | $269.1M | 3.3M | $209.6M | 3.3M | -40,574-1.21% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.88% | — | $262.7M | 452,304 | $0 | 0 | +452,304 | New Buy |
 NOVO-NORDISK A SNVO |
| 0.78% | — | $235.3M | 4.9M | $0 | 0 | +4.9M | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 0.76% | 0.34% | $228.8M | 2.3M | $77.2M | 1.1M | +1.2M+104.70% | Add |
 ROKU INC COM CL AROKU |
| 0.74% | 0.66% | $220.6M | 1.6M | $150.6M | 1.6M | +5,594+0.35% | Add |
 GFL ENVIRONMENTAL INCGFL |
| 0.67% | 1.1% | $199.8M | 5.4M | $251.1M | 6.0M | -587,164-9.76% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.66% | 0.01% | $198.9M | 231,787 | $2.6M | 3,674 | +228,113+6,208.85% | Add |
 TWILIO INCTWLO |
| 0.57% | 0.11% | $171.4M | 830,937 | $24.0M | 190,741 | +640,196+335.64% | Add |
 BIOGEN INCBIIB |
| 0.57% | 0.59% | $170.3M | 788,307 | $134.4M | 733,194 | +55,113+7.52% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.53% | — | $158.8M | 623,944 | $0 | 0 | +623,944 | New Buy |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 0.51% | 0.57% | $153.7M | 5.0M | $130.3M | 3.8M | +1.2M+30.40% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.46% | 0.72% | $136.9M | 80,666 | $163.8M | 94,718 | -14,052-14.84% | Reduce |
 IREN LTDIREN |
| 0.44% | 0.05% | $131.4M | 2.9M | $11.1M | 325,090 | +2.5M+784.12% | Add |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 0.42% | 0.43% | $127.0M | 1.3M | $97.5M | 1.2M | +140,570+12.10% | Add |
 ROCKET COS INC COM CL ARKT |
| 0.42% | 0.64% | $124.8M | 7.9M | $145.2M | 10.2M | -2.3M-22.23% | Reduce |
 CLOUDFLARE INCNET |
| 0.39% | 0.49% | $117.8M | 480,127 | $111.0M | 538,062 | -57,935-10.77% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.39% | 0.52% | $116.3M | 347,328 | $118.5M | 472,924 | -125,596-26.56% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.38% | 0.48% | $114.3M | 481,068 | $110.4M | 522,453 | -41,385-7.92% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.38% | 0.36% | $112.8M | 444,151 | $81.8M | 334,592 | +109,559+32.74% | Add |
 WELLTOWER INC COMWELL |
| 0.37% | 0.46% | $110.1M | 485,020 | $105.5M | 533,533 | -48,513-9.09% | Reduce |
| RRBC BEARINGS INCRBC |
| 0.36% | 0.43% | $107.9M | 167,519 | $97.3M | 179,134 | -11,615-6.48% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.35% | 0.11% | $104.7M | 108,461 | $24.5M | 62,559 | +45,902+73.37% | Add |
| RREPLIGEN CORPRGEN |
| 0.33% | 0.23% | $100.1M | 733,739 | $51.2M | 434,774 | +298,965+68.76% | Add |
 KLA CORPKLAC |
| 0.32% | 0.21% | $95.8M | 317,563 | $47.5M | 32,286 | +285,277+883.59% | Add |
 ALPHABET INCGOOGL |
| 0.32% | 0.29% | $95.4M | 267,048 | $66.6M | 231,491 | +35,557+15.36% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.31% | — | $93.1M | 1.5M | $0 | 0 | +1.5M | New Buy |
 ELI LILLY & COLLY |
| 0.3% | 0.48% | $90.8M | 75,669 | $109.2M | 118,770 | -43,101-36.29% | Reduce |
 SHOPIFY INCSHOP |
| 0.3% | 0.48% | $88.7M | 776,493 | $110.4M | 930,697 | -154,204-16.57% | Reduce |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.29% | — | $88.1M | 1.1M | $0 | 0 | +1.1M | New Buy |
 EAST WEST BANCORP INCEWBC |
| 0.28% | 0.24% | $83.3M | 546,921 | $54.0M | 509,518 | +37,403+7.34% | Add |
