 NVIDIA CORPORATIONNVDA |
| 3.21% | 3.26% | $13.1M | 65,531 | $12.5M | 71,862 | -6,331-8.81% | Reduce |
 ALPHABET INCGOOGL |
| 2.96% | 2.98% | $12.1M | 33,832 | $11.5M | 39,823 | -5,991-15.04% | Reduce |
 APPLE INCAAPL |
| 2.2% | 2.02% | $9.0M | 31,116 | $7.8M | 30,586 | +530+1.73% | Add |
 CONSOLIDATED EDISON INCED |
| 2.16% | 2.13% | $8.8M | 79,678 | $8.2M | 72,381 | +7,297+10.08% | Add |
 T-MOBILE US INC COMTMUS |
| 2.06% | 1.79% | $8.4M | 50,164 | $6.9M | 32,732 | +17,432+53.26% | Add |
 KROGER CO COMKR |
| 1.98% | 1.92% | $8.1M | 145,723 | $7.4M | 102,182 | +43,541+42.61% | Add |
 CHURCH & DWIGHTCHD |
| 1.97% | 1.9% | $8.0M | 82,962 | $7.3M | 78,148 | +4,814+6.16% | Add |
| EEXELON CORPEXC |
| 1.96% | 1.95% | $8.0M | 172,217 | $7.5M | 152,798 | +19,419+12.71% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 1.88% | 1.57% | $7.7M | 234,648 | $6.0M | 229,500 | +5,148+2.24% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 1.87% | 1.93% | $7.6M | 31,510 | $7.4M | 26,363 | +5,147+19.52% | Add |
 HERSHEY CO COMHSY |
| 1.86% | 1.87% | $7.6M | 43,294 | $7.2M | 34,578 | +8,716+25.21% | Add |
 CARDINAL HEALTH INCCAH |
| 1.86% | 1.23% | $7.6M | 31,916 | $4.7M | 22,383 | +9,533+42.59% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.83% | 1.95% | $7.5M | 177,005 | $7.5M | 149,100 | +27,905+18.72% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.83% | 1.84% | $7.5M | 29,447 | $7.1M | 28,894 | +553+1.91% | Add |
 BROADCOM INCAVGO |
| 1.75% | 1.53% | $7.2M | 18,943 | $5.9M | 18,969 | -26-0.14% | Reduce |
 MICROSOFT CORPMSFT |
| 1.71% | 1.85% | $7.0M | 18,700 | $7.1M | 19,177 | -477-2.49% | Reduce |
 CENCORA INCCOR |
| 1.69% | 1.71% | $6.9M | 24,337 | $6.6M | 20,920 | +3,417+16.33% | Add |
 AMAZON COM INCAMZN |
| 1.65% | 1.47% | $6.7M | 28,293 | $5.6M | 27,035 | +1,258+4.65% | Add |
| AAT&T INCT |
| 1.61% | 1.96% | $6.6M | 318,507 | $7.5M | 259,239 | +59,268+22.86% | Add |
 TESLA INCTSLA |
| 1.48% | 1.11% | $6.0M | 14,333 | $4.3M | 11,482 | +2,851+24.83% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.44% | 1.38% | $5.9M | 10,875 | $5.3M | 8,915 | +1,960+21.99% | Add |
 GENERAL MILLS INC COMGIS |
| 1.44% | 1.51% | $5.9M | 169,083 | $5.8M | 156,118 | +12,965+8.30% | Add |
 ELI LILLY & COLLY |
| 1.42% | 1.6% | $5.8M | 4,850 | $6.2M | 6,690 | -1,840-27.50% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 1.42% | 0.72% | $5.8M | 44,086 | $2.8M | 20,366 | +23,720+116.47% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1.33% | 1.52% | $5.4M | 60,089 | $5.9M | 73,141 | -13,052-17.84% | Reduce |
| SSTRATEGY INCMSTR |
| 1.3% | 1.73% | $5.3M | 61,132 | $6.7M | 53,290 | +7,842+14.72% | Add |
 CENTENE CORP DEL COMCNC |
| 1.17% | 1.05% | $4.8M | 74,232 | $4.0M | 122,745 | -48,513-39.52% | Reduce |
 CLOROX CO DELCLX |
| 1.1% | 0.9% | $4.5M | 47,277 | $3.5M | 33,539 | +13,738+40.96% | Add |
 ORACLE CORPORCL |
| 1.1% | 1.38% | $4.5M | 30,563 | $5.3M | 36,082 | -5,519-15.30% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.09% | 0.1% | $4.5M | 7,669 | $366,000 | 1,797 | +5,872+326.77% | Add |
 GODADDY INCGDDY |
| 1.04% | 0.6% | $4.3M | 50,121 | $2.3M | 28,047 | +22,074+78.70% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.92% | 1.02% | $3.8M | 15,977 | $3.9M | 19,950 | -3,973-19.91% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.87% | 0.99% | $3.5M | 8,536 | $3.8M | 14,071 | -5,535-39.34% | Reduce |
 GENERAL MTRS COGM |
| 0.87% | 1.36% | $3.5M | 45,990 | $5.2M | 70,085 | -24,095-34.38% | Reduce |
 MCKESSON CORP COMMCK |
| 0.87% | 0.93% | $3.5M | 4,690 | $3.6M | 4,133 | +557+13.48% | Add |
 VISA INCV |
| 0.87% | 0.72% | $3.5M | 10,318 | $2.8M | 9,172 | +1,146+12.49% | Add |
 DEXCOM INCDXCM |
| 0.85% | 1.04% | $3.5M | 51,456 | $4.0M | 63,622 | -12,166-19.12% | Reduce |
| HHDFC BANK LTDHDB |
| 0.84% | 0.65% | $3.4M | 133,127 | $2.5M | 101,100 | +32,027+31.68% | Add |
| BBROWN FORMAN CORPBF.B |
| 0.84% | 0.22% | $3.4M | 129,021 | $834,000 | 31,556 | +97,465+308.86% | Add |
 NETFLIX INCNFLX |
| 0.78% | 0.97% | $3.2M | 44,710 | $3.7M | 38,614 | +6,096+15.79% | Add |
| FFISERV INCFISV |
| 0.76% | 1.09% | $3.1M | 63,645 | $4.2M | 75,170 | -11,525-15.33% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.75% | 0.29% | $3.1M | 60,980 | $1.1M | 21,769 | +39,211+180.12% | Add |
 FORTINET INCFTNT |
| 0.75% | 0.22% | $3.1M | 19,866 | $851,000 | 10,412 | +9,454+90.80% | Add |
| AASTERA LABS INCALAB |
| 0.72% | 0.51% | $3.0M | 6,114 | $1.9M | 17,783 | -11,669-65.62% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 0.59% | $2.8M | 5,484 | $2.3M | 4,503 | +981+21.79% | Add |
 AMERIPRISE FINL INCAMP |
| 0.64% | 0.02% | $2.6M | 5,676 | $60,000 | 136 | +5,540+4,073.53% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.61% | 0.56% | $2.5M | 2,922 | $2.2M | 3,059 | -137-4.48% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.61% | 1.09% | $2.5M | 43,117 | $4.2M | 72,627 | -29,510-40.63% | Reduce |
 HUMANA INC COMHUM |
| 0.61% | 0.46% | $2.5M | 6,258 | $1.8M | 10,168 | -3,910-38.45% | Reduce |
 AMPHENOL CORPAPH |
| 0.61% | 0.44% | $2.5M | 14,045 | $1.7M | 13,380 | +665+4.97% | Add |
