| AAMCOR PLCAMCR |
| 5.93% | 5.2% | $1.19B | 27.7M | $1.01B | 25.2M | +2.5M+10.12% | Add |
 MICROSOFT CORPMSFT |
| 4.52% | 5.47% | $910.2M | 2.4M | $1.06B | 2.9M | -421,177-14.72% | Reduce |
 ASTRAZENECA PLCAZN |
| 4.17% | 4.22% | $838.2M | 4.5M | $816.8M | 4.2M | +278,513+6.62% | Add |
 BROADCOM INCAVGO |
| 3.02% | 1.9% | $607.2M | 1.6M | $368.3M | 1.2M | +418,350+35.21% | Add |
| MMETHANEX CORPMEOH |
| 2.82% | 3.86% | $567.9M | 12.3M | $747.2M | 12.5M | -107,800-0.87% | Reduce |
 META PLATFORMS INCMETA |
| 2.43% | 2.75% | $489.7M | 869,789 | $532.5M | 930,993 | -61,204-6.57% | Reduce |
 ALPHABET INCGOOGL |
| 2.36% | 2.4% | $474.5M | 1.3M | $465.3M | 1.6M | -286,289-17.72% | Reduce |
| VV F CORPVFC |
| 2.18% | 2.26% | $439.2M | 25.8M | $438.4M | 25.8M | +48,058+0.19% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.8% | 1.94% | $361.4M | 4.1M | $375.2M | 4.0M | +72,315+1.79% | Add |
 WELLS FARGO CO NEWWFC |
| 1.6% | 1.61% | $322.1M | 3.9M | $312.5M | 3.9M | -25,558-0.65% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.54% | 1.19% | $310.0M | 745,287 | $229.7M | 847,584 | -102,297-12.07% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.53% | 1.82% | $306.9M | 5.3M | $351.6M | 5.8M | -471,911-8.19% | Reduce |
 MEDTRONIC PLCMDT |
| 1.51% | 1.51% | $304.3M | 3.9M | $292.3M | 3.4M | +542,024+16.13% | Add |
 VISA INCV |
| 1.44% | 1.36% | $289.5M | 843,989 | $263.8M | 873,350 | -29,361-3.36% | Reduce |
 APPLE INCAAPL |
| 1.43% | 1.44% | $287.0M | 993,209 | $278.0M | 1.1M | -101,386-9.26% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.42% | 1.35% | $285.8M | 2.0M | $262.1M | 2.0M | -43,528-2.18% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.4% | 1.31% | $281.2M | 1.4M | $254.1M | 1.5M | -53,992-3.70% | Reduce |
 UBS GROUP AGUBS |
| 1.31% | 1% | $262.7M | 5.3M | $193.2M | 5.0M | +327,179+6.57% | Add |
 REPUBLIC SVCS INCRSG |
| 1.3% | 1.29% | $262.3M | 1.2M | $250.5M | 1.1M | +87,937+7.69% | Add |
| MMAGNUM ICE CREAM CO NV ORD SHSMICC |
| 1.3% | 1.1% | $261.2M | 15.2M | $212.9M | 14.2M | +1.1M+7.56% | Add |
 H WORLD GROUP LTDHTHT |
| 1.27% | 1.21% | $255.8M | 6.1M | $233.9M | 4.7M | +1.4M+30.24% | Add |
 CME GROUP INCCME |
| 1.22% | 1.04% | $244.8M | 1.1M | $201.8M | 684,081 | +423,709+61.94% | Add |
 EQUINIX INCEQIX |
| 1.17% | 1.43% | $236.0M | 226,467 | $277.2M | 282,809 | -56,342-19.92% | Reduce |
| EEBAY INC. COMEBAY |
| 1.16% | 1.06% | $232.4M | 2.1M | $204.4M | 2.2M | -170,823-7.61% | Reduce |
 FRANCO NEV CORPFNV |
| 1.15% | 1.14% | $230.5M | 1.1M | $220.1M | 889,974 | +165,706+18.62% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.14% | 1.51% | $229.5M | 3.0M | $292.0M | 3.1M | -164,676-5.28% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.07% | 0.63% | $216.0M | 451,917 | $122.3M | 361,809 | +90,108+24.90% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.07% | 0.96% | $214.8M | 428,783 | $185.3M | 376,718 | +52,065+13.82% | Add |
 SYNOPSYS INCSNPS |
| 0.97% | 0.97% | $196.1M | 439,688 | $188.6M | 476,285 | -36,597-7.68% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.9% | 0.79% | $181.5M | 1.9M | $153.0M | 2.5M | -556,671-22.56% | Reduce |
 ARES MANAGEMENT CORPORATIONARES |
| 0.9% | 0.87% | $181.4M | 1.6M | $168.8M | 1.5M | +85,337+5.51% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.87% | 1% | $174.1M | 1.1M | $193.0M | 1.1M | -54,093-4.85% | Reduce |
| IISHARES MSCI MEXICO ETFEWW |
| 0.84% | 0.88% | $169.9M | 2.3M | $169.8M | 2.3M | 00.00% | Unchanged |
| HHDFC BANK LTDHDB |
| 0.84% | 0.85% | $168.7M | 6.5M | $163.6M | 6.5M | -54,165-0.83% | Reduce |
 QUEST DIAGNOSTICS INCDGX |
| 0.84% | 0.82% | $168.7M | 795,650 | $157.8M | 805,341 | -9,691-1.20% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.82% | 1.1% | $164.4M | 1.3M | $213.5M | 1.1M | +247,153+22.92% | Add |
| QQUALCOMM INCQCOM |
| 0.81% | 1.12% | $162.7M | 879,560 | $216.0M | 1.7M | -795,116-47.48% | Reduce |
 AMAZON COM INCAMZN |
| 0.78% | 0.72% | $157.0M | 659,488 | $139.7M | 671,420 | -11,932-1.78% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.73% | 0.5% | $146.2M | 151,501 | $97.5M | 248,709 | -97,208-39.09% | Reduce |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 0.73% | 0.54% | $146.1M | 4.6M | $104.0M | 2.8M | +1.8M+62.49% | Add |
 ABBVIE INCABBV |
| 0.73% | 0.29% | $146.0M | 579,447 | $56.9M | 262,231 | +317,216+120.97% | Add |
 BALL CORPBALL |
| 0.72% | 0.74% | $145.1M | 2.3M | $142.6M | 2.4M | -76,847-3.18% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.71% | 0.69% | $143.1M | 598,659 | $132.7M | 467,428 | +131,231+28.08% | Add |
 CSX CORPCSX |
| 0.7% | 0.68% | $140.8M | 2.9M | $132.4M | 3.2M | -296,469-9.18% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 0.67% | 0.72% | $134.0M | 887,713 | $138.6M | 883,053 | +4,660+0.53% | Add |
 AMERICAN EXPRESS COAXP |
| 0.61% | 0.6% | $122.1M | 361,273 | $116.8M | 386,758 | -25,485-6.59% | Reduce |
 MSA SAFETY INCMSA |
| 0.6% | 0.59% | $120.8M | 690,334 | $114.5M | 698,002 | -7,668-1.10% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.6% | 0.22% | $120.6M | 1.3M | $42.0M | 407,784 | +917,655+225.03% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.58% | 0.55% | $116.3M | 881,347 | $105.7M | 777,173 | +104,174+13.40% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.57% | 0.45% | $114.2M | 295,118 | $86.7M | 295,942 | -824-0.28% | Reduce |
