 NVIDIA CORPORATIONNVDA |
| 7.34% | 4.82% | $614.4M | 3.5M | $390.2M | 2.1M | +1.4M+68.38% | Add |
 APPLE INCAAPL |
| 6.61% | 4.24% | $553.2M | 2.2M | $343.1M | 1.3M | +917,479+72.69% | Add |
 MICROSOFT CORPMSFT |
| 4.57% | 3.36% | $382.4M | 1.0M | $271.9M | 562,254 | +470,798+83.73% | Add |
 ASTRAZENECA PLCAZN |
| 4.15% | — | $347.1M | 236,302 | $0 | 0 | +236,302 | New Buy |
 AMAZON COM INCAMZN |
| 3.46% | 2.31% | $289.8M | 1.4M | $187.0M | 810,008 | +581,443+71.78% | Add |
 ALPHABET INCGOOGL |
| 2.94% | 1.71% | $245.9M | 855,135 | $138.4M | 442,074 | +413,061+93.44% | Add |
| AAlphabet Inc Class CGOOG |
| 2.47% | 0.97% | $206.6M | 720,377 | $78.9M | 251,439 | +468,938+186.50% | Add |
 BROADCOM INCAVGO |
| 2.4% | 1.4% | $201.1M | 649,700 | $112.9M | 326,307 | +323,393+99.11% | Add |
 META PLATFORMS INCMETA |
| 2.22% | 1.17% | $185.9M | 324,901 | $94.7M | 143,489 | +181,412+126.43% | Add |
 ELI LILLY & COLLY |
| 1.4% | 1.11% | $117.0M | 127,233 | $89.4M | 83,230 | +44,003+52.87% | Add |
 JPMORGAN CHASE & COJPM |
| 1.35% | 0.96% | $112.6M | 382,685 | $77.7M | 241,001 | +141,684+58.79% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.16% | 0.87% | $97.3M | 397,877 | $70.8M | 342,105 | +55,772+16.30% | Add |
 WALMART INCWMT |
| 1.04% | 0.44% | $86.9M | 699,040 | $35.3M | 316,500 | +382,540+120.87% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.83% | 0.89% | $69.7M | 139,489 | $72.0M | 126,061 | +13,428+10.65% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.82% | 0.65% | $68.8M | 203,762 | $52.5M | 183,965 | +19,797+10.76% | Add |
 VISA INCV |
| 0.82% | 0.9% | $68.6M | 226,974 | $73.0M | 208,115 | +18,859+9.06% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.77% | 0.25% | $64.3M | 316,188 | $20.5M | 95,696 | +220,492+230.41% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.75% | 0.17% | $62.4M | 62,622 | $14.0M | 16,280 | +46,342+284.66% | Add |
 ABBVIE INCABBV |
| 0.74% | 0.56% | $61.7M | 283,811 | $45.0M | 196,842 | +86,969+44.18% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.71% | 0.85% | $59.6M | 407,700 | $68.4M | 385,037 | +22,663+5.89% | Add |
 COCA COLA COKO |
| 0.61% | 0.39% | $50.9M | 668,784 | $31.8M | 455,200 | +213,584+46.92% | Add |
 GE AEROSPACEGE |
| 0.58% | 0.22% | $48.5M | 170,870 | $17.7M | 57,377 | +113,493+197.80% | Add |
 HOME DEPOT INCHD |
| 0.57% | 0.39% | $47.4M | 144,162 | $31.9M | 92,760 | +51,402+55.41% | Add |
 NETFLIX INCNFLX |
| 0.56% | 0.77% | $46.7M | 485,190 | $62.3M | 664,710 | -179,520-27.01% | Reduce |
 CISCO SYS INCCSCO |
| 0.53% | 0.44% | $44.5M | 574,167 | $35.9M | 466,478 | +107,689+23.09% | Add |
 MERCK & CO INCMRK |
| 0.52% | 0.56% | $43.8M | 364,485 | $45.1M | 428,100 | -63,615-14.86% | Reduce |
 PEPSICO INCPEP |
| 0.52% | 0.15% | $43.2M | 278,094 | $11.8M | 81,917 | +196,177+239.48% | Add |
 PROCTER & GAMBLE COPG |
| 0.5% | 0.14% | $41.6M | 288,284 | $11.1M | 77,459 | +210,825+272.18% | Add |
 TJX COS INC NEWTJX |
| 0.48% | 0.58% | $40.0M | 250,245 | $47.0M | 305,800 | -55,555-18.17% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.22% | $39.7M | 815,018 | $17.8M | 324,217 | +490,801+151.38% | Add |
 LAM RESEARCH CORPLRCX |
| 0.46% | 0.98% | $38.2M | 178,739 | $79.2M | 462,800 | -284,061-61.38% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 0.42% | 0.38% | $35.5M | 125,561 | $30.4M | 130,487 | -4,926-3.78% | Reduce |
 ROYAL BK CDA COMRY |
| 0.42% | 0.05% | $35.3M | 157,077 | $3.8M | 16,103 | +140,974+875.45% | Add |
 WELLS FARGO CO NEWWFC |
| 0.42% | 0.45% | $35.0M | 439,700 | $36.8M | 394,800 | +44,900+11.37% | Add |
| QQUALCOMM INCQCOM |
| 0.41% | 2.08% | $34.5M | 267,584 | $168.4M | 984,500 | -716,916-72.82% | Reduce |
 KINROSS GOLD CORPKGC |
| 0.4% | 0.66% | $33.6M | 788,972 | $53.7M | 1.4M | -599,728-43.19% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.4% | 0.12% | $33.5M | 360,495 | $9.8M | 122,454 | +238,041+194.39% | Add |
 NU HLDGS LTDNU |
| 0.4% | 0.3% | $33.4M | 2.3M | $24.7M | 1.5M | +850,600+57.68% | Add |
 ORACLE CORPORCL |
| 0.39% | 0.29% | $33.0M | 224,586 | $23.6M | 121,212 | +103,374+85.28% | Add |
 APPLIED MATLS INCAMAT |
| 0.38% | 0.99% | $32.1M | 93,889 | $80.1M | 311,500 | -217,611-69.86% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.37% | 0.73% | $31.0M | 222,601 | $59.3M | 482,800 | -260,199-53.89% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.37% | 0.33% | $30.7M | 250,000 | $26.7M | 204,000 | +46,000+22.55% | Add |
 SHOPIFY INCSHOP |
| 0.37% | 0.19% | $30.6M | 185,212 | $15.3M | 69,400 | +115,812+166.88% | Add |
 AMPHENOL CORPAPH |
| 0.36% | 0.2% | $30.3M | 239,588 | $16.5M | 122,135 | +117,453+96.17% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.36% | 0.42% | $29.9M | 7,112 | $33.7M | 6,290 | +822+13.07% | Add |
 WELLTOWER INC COMWELL |
| 0.36% | 0.31% | $29.8M | 150,900 | $25.1M | 135,100 | +15,800+11.70% | Add |
 LINDE PLCLIN |
| 0.36% | 0.23% | $29.8M | 60,125 | $18.9M | 44,310 | +15,815+35.69% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.36% | 0.36% | $29.8M | 122,900 | $29.4M | 99,100 | +23,800+24.02% | Add |
 DISNEY WALT CODIS |
| 0.35% | 0.42% | $29.7M | 307,920 | $33.9M | 298,000 | +9,920+3.33% | Add |
 ANALOG DEVICES INC COMADI |
| 0.35% | 0.16% | $29.5M | 92,666 | $13.0M | 47,766 | +44,900+94.00% | Add |
