 BRISTOL-MYERS SQUIBB COBMY |
| 9.08% | 11.86% | $41.8M | 726,115 | $50.2M | 827,901 | -101,786-12.29% | Reduce |
 MERCK & CO INCMRK |
| 6.05% | 7.39% | $27.9M | 217,008 | $31.3M | 260,340 | -43,332-16.64% | Reduce |
 MEDTRONIC PLCMDT |
| 5.98% | 5.74% | $27.6M | 352,437 | $24.3M | 280,682 | +71,755+25.56% | Add |
 PFIZER INCPFE |
| 5.25% | 7.24% | $24.2M | 1.0M | $30.6M | 1.1M | -87,170-7.99% | Reduce |
 INCYTE CORPINCY |
| 4.2% | 4.46% | $19.4M | 170,753 | $18.9M | 200,510 | -29,757-14.84% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 3.73% | 3.04% | $17.2M | 44,499 | $12.9M | 43,962 | +537+1.22% | Add |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 3.66% | 3.2% | $16.9M | 294,918 | $13.6M | 239,918 | +55,000+22.92% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.65% | — | $16.8M | 33,584 | $0 | 0 | +33,584 | New Buy |
 CVS HEALTH CORPCVS |
| 3.49% | 2.3% | $16.1M | 155,337 | $9.7M | 135,337 | +20,000+14.78% | Add |
 IQVIA HLDGS INCIQV |
| 3.27% | 1.62% | $15.1M | 77,944 | $6.9M | 40,230 | +37,714+93.75% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 3.26% | 3% | $15.0M | 189,468 | $12.7M | 169,468 | +20,000+11.80% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 3.06% | 3.07% | $14.1M | 93,168 | $13.0M | 82,615 | +10,553+12.77% | Add |
 ABBOTT LABORATORIESABT |
| 2.9% | 2.12% | $13.4M | 147,444 | $9.0M | 87,532 | +59,912+68.45% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 2.89% | 2.12% | $13.3M | 207,863 | $9.0M | 126,418 | +81,445+64.43% | Add |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 2.66% | 3.33% | $12.3M | 142,307 | $14.1M | 155,835 | -13,528-8.68% | Reduce |
 BIOGEN INCBIIB |
| 2.54% | 3.9% | $11.7M | 54,163 | $16.5M | 90,096 | -35,933-39.88% | Reduce |
| QQIAGEN NVQGEN |
| 2.44% | 1.54% | $11.2M | 287,640 | $6.5M | 162,371 | +125,269+77.15% | Add |
 CENTENE CORP DEL COMCNC |
| 2.26% | 1.26% | $10.4M | 162,405 | $5.3M | 162,405 | 00.00% | Unchanged |
 REGENERON PHARMACEUTICALSREGN |
| 2.13% | — | $9.8M | 15,780 | $0 | 0 | +15,780 | New Buy |
| BBIO RAD LABS INCBIO |
| 2.12% | 1.56% | $9.8M | 33,350 | $6.6M | 23,750 | +9,600+40.42% | Add |
 CARDINAL HEALTH INCCAH |
| 2.1% | 2.74% | $9.7M | 40,689 | $11.6M | 54,897 | -14,208-25.88% | Reduce |
 AMGEN INC COMAMGN |
| 2.06% | 3.92% | $9.5M | 26,281 | $16.6M | 47,155 | -20,874-44.27% | Reduce |
 BRUKER CORPBRKR |
| 1.99% | 2.17% | $9.2M | 152,352 | $9.2M | 254,010 | -101,658-40.02% | Reduce |
| AAVANTOR INCAVTR |
| 1.95% | 1.29% | $9.0M | 906,088 | $5.5M | 695,403 | +210,685+30.30% | Add |
 PTC THERAPEUTICS INCPTCT |
| 1.77% | 1.21% | $8.2M | 100,000 | $5.1M | 75,000 | +25,000+33.33% | Add |
 ECOLAB INCECL |
| 1.58% | 1.2% | $7.3M | 26,019 | $5.1M | 19,019 | +7,000+36.81% | Add |
 DEXCOM INCDXCM |
| 1.49% | 0.83% | $6.9M | 102,122 | $3.5M | 56,122 | +46,000+81.96% | Add |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.23% | 1.15% | $5.7M | 21,305 | $4.9M | 21,305 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 1.19% | 1.14% | $5.5M | 60,402 | $4.8M | 60,402 | 00.00% | Unchanged |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 1.15% | 1.58% | $5.3M | 241,739 | $6.7M | 286,007 | -44,268-15.48% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.12% | — | $5.2M | 121,128 | $0 | 0 | +121,128 | New Buy |
| KKURA ONCOLOGY INCKURA |
| 1.03% | 0.79% | $4.8M | 433,012 | $3.3M | 411,810 | +21,202+5.15% | Add |
| TTRAVERE THERAPEUTICS INCTVTX |
| 0.99% | — | $4.5M | 80,000 | $0 | 0 | +80,000 | New Buy |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 0.93% | 0.81% | $4.3M | 114,628 | $3.4M | 94,195 | +20,433+21.69% | Add |
| TTANDEM DIABETES CARE INCTNDM |
| 0.87% | 1.21% | $4.0M | 267,091 | $5.1M | 267,091 | 00.00% | Unchanged |
| IIOVANCE BIOTHERAPEUTICS INCIOVA |
| 0.87% | 0.75% | $4.0M | 968,466 | $3.2M | 900,000 | +68,466+7.61% | Add |
 CYTOKINETICS INCCYTK |
| 0.83% | — | $3.8M | 45,000 | $0 | 0 | +45,000 | New Buy |
 ORGANON & CO COMMON STOCKOGN |
| 0.8% | 0.53% | $3.7M | 270,781 | $2.3M | 375,974 | -105,193-27.98% | Reduce |
| AARDELYX INCARDX |
| 0.76% | 0.73% | $3.5M | 686,844 | $3.1M | 516,131 | +170,713+33.08% | Add |
| IINTELLIA THERAPEUTICS INCNTLA |
| 0.68% | — | $3.1M | 185,177 | $0 | 0 | +185,177 | New Buy |
