 NVIDIA CORPORATIONNVDA |
| 3.96% | 4.22% | $93.0M | 465,030 | $77.4M | 443,753 | +21,277+4.79% | Add |
 ALPHABET INCGOOGL |
| 3.34% | 4.07% | $78.5M | 219,659 | $74.6M | 259,338 | -39,679-15.30% | Reduce |
 Snowflake IncSNOW |
| 2.64% | 0.84% | $62.1M | 35.1M | $15.4M | 12.6M | +22.5M+178.61% | Add |
| CCYBERARK SOFTWARE LTDCYBR |
| 2.28% | — | $53.5M | 32.1M | $0 | 0 | +32.1M | New Buy |
 Cloudflare, Inc.NET |
| 1.92% | — | $45.2M | 35.6M | $0 | 0 | +35.6M | New Buy |
| AAKAMAI TECHNOLOGIES INCAKAM |
| 1.86% | — | $43.6M | 29.8M | $0 | 0 | +29.8M | New Buy |
 AMAZON COM INCAMZN |
| 1.54% | 1.1% | $36.2M | 151,842 | $20.2M | 96,983 | +54,859+56.57% | Add |
 JD.COM INCJD |
| 1.49% | — | $35.0M | 35.5M | $0 | 0 | +35.5M | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.47% | 1.9% | $34.4M | 28.6M | $34.8M | 28.8M | -150,000-0.52% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.34% | 0.42% | $31.6M | 27,334 | $7.6M | 22,610 | +4,724+20.89% | Add |
 CENTERPOINT ENERGY INCCNP |
| 1.28% | 2.21% | $30.1M | 24.6M | $40.5M | 34.0M | -9.4M-27.70% | Reduce |
 Halozyme Therapeutics IncHALO |
| 1.24% | 1.4% | $29.1M | 19.8M | $25.7M | 20.0M | -180,000-0.90% | Reduce |
 Live Nation Entertainment IncLYV |
| 1.21% | 1.41% | $28.5M | 23.5M | $25.8M | 23.7M | -193,000-0.82% | Reduce |
 DATADOG INCDDOG |
| 1.2% | 1.13% | $28.2M | 19.9M | $20.6M | 21.3M | -1.4M-6.56% | Reduce |
 WASTE MGMT INC DELWM |
| 1.14% | 1.04% | $26.8M | 120,210 | $19.0M | 82,794 | +37,416+45.19% | Add |
| NNextEra Energy Capital Holdings IncNEE |
| 1.13% | 1.52% | $26.5M | 20.0M | $27.8M | 20.0M | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.1% | 1.44% | $25.9M | 201,554 | $26.5M | 220,085 | -18,531-8.42% | Reduce |
| PPG&E CorporationPCG |
| 1.1% | 1.66% | $25.9M | 25.1M | $30.4M | 28.9M | -3.7M-12.96% | Reduce |
 CMS ENERGY CORPCMS |
| 1.09% | 0.87% | $25.7M | 22.9M | $15.9M | 13.9M | +9.0M+64.35% | Add |
| EEBAY INC. COMEBAY |
| 1% | 0.33% | $23.4M | 209,337 | $6.0M | 66,175 | +143,162+216.34% | Add |
 ELI LILLY & COLLY |
| 0.99% | 0.81% | $23.1M | 19,299 | $14.9M | 16,179 | +3,120+19.28% | Add |
 OWENS CORNING NEW COMOC |
| 0.97% | — | $22.9M | 143,945 | $0 | 0 | +143,945 | New Buy |
 ON SEMICONDUCTOR CORPON |
| 0.97% | 1.44% | $22.8M | 12.7M | $26.4M | 20.5M | -7.8M-37.93% | Reduce |
| RRivian Automotive IncRIVN |
| 0.94% | 1.5% | $22.1M | 20.5M | $27.6M | 28.2M | -7.7M-27.28% | Reduce |
 CROWN HLDGS INCCCK |
| 0.93% | 0.9% | $21.9M | 195,558 | $16.5M | 164,707 | +30,851+18.73% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.92% | 0.71% | $21.6M | 43,582 | $13.0M | 36,211 | +7,371+20.36% | Add |
 BROADCOM INCAVGO |
| 0.92% | 0.5% | $21.5M | 56,914 | $9.1M | 29,432 | +27,482+93.37% | Add |
 PALO ALTOPANW |
| 0.9% | 0.67% | $21.2M | 62,258 | $12.2M | 76,315 | -14,057-18.42% | Reduce |
| GGameStopGME |
| 0.9% | — | $21.2M | 20.7M | $0 | 0 | +20.7M | New Buy |
| PPARSONS CORP DELPSN |
| 0.9% | 0.91% | $21.2M | 21.2M | $16.7M | 16.9M | +4.4M+25.77% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.9% | 0.76% | $21.0M | 82,882 | $13.9M | 56,953 | +25,929+45.53% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.88% | 0.44% | $20.7M | 225,321 | $8.0M | 86,469 | +138,852+160.58% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.88% | 1.45% | $20.6M | 234,589 | $26.5M | 285,698 | -51,109-17.89% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.85% | 0.86% | $19.9M | 93,410 | $15.8M | 72,013 | +21,397+29.71% | Add |
 ECOLAB INCECL |
| 0.85% | 1.06% | $19.9M | 71,423 | $19.4M | 72,943 | -1,520-2.08% | Reduce |
 TESLA INCTSLA |
| 0.84% | 0.17% | $19.7M | 46,897 | $3.1M | 8,268 | +38,629+467.21% | Add |
 FIRSTENERGY CORPFE |
| 0.84% | — | $19.7M | 17.6M | $0 | 0 | +17.6M | New Buy |
 CSX CORPCSX |
| 0.82% | 0.71% | $19.3M | 405,718 | $13.1M | 317,980 | +87,738+27.59% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.79% | 1.19% | $18.5M | 36,812 | $21.9M | 44,489 | -7,677-17.26% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.78% | 1.15% | $18.4M | 45,085 | $21.1M | 49,578 | -4,493-9.06% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.77% | 1% | $18.2M | 31,267 | $18.4M | 90,469 | -59,202-65.44% | Reduce |
 ALLIANT ENERGY CORPLNT |
| 0.77% | — | $18.1M | 16.5M | $0 | 0 | +16.5M | New Buy |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.77% | 0.8% | $18.1M | 48,144 | $14.7M | 52,941 | -4,797-9.06% | Reduce |
 SERVICENOW INCNOW |
| 0.76% | 0.57% | $17.9M | 180,358 | $10.4M | 99,813 | +80,545+80.70% | Add |
 FirstEnergy CorpFE |
| 0.76% | — | $17.8M | 15.8M | $0 | 0 | +15.8M | New Buy |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.72% | 0.29% | $17.0M | 64,646 | $5.4M | 25,680 | +38,966+151.74% | Add |
 MANULIFE FINL CORPMFC |
| 0.72% | 1.01% | $16.9M | 417,893 | $18.4M | 535,006 | -117,113-21.89% | Reduce |
| IINTEGER HLDGS CORPITGR |
| 0.71% | — | $16.6M | 17.1M | $0 | 0 | +17.1M | New Buy |
 ALPHABET INCGOOGL |
| 0.69% | — | $16.3M | 325,000 | $0 | 0 | +325,000 | New Buy |
 ALPHABET INCGOOGL |
| 0.69% | — | $16.3M | 325,000 | $0 | 0 | +325,000 | New Buy |
