 NVIDIA CORPORATIONNVDA |
| 6.36% | 6.31% | $1.41B | 7.0M | $1.26B | 6.8M | +275,772+4.08% | Add |
 APPLE INCAAPL |
| 4.74% | 4.56% | $1.05B | 3.6M | $911.8M | 3.4M | +278,469+8.30% | Add |
 MICROSOFT CORPMSFT |
| 4.24% | 6.26% | $939.0M | 2.5M | $1.25B | 2.6M | -69,616-2.69% | Reduce |
 ALPHABET INCGOOGL |
| 4.23% | 3.95% | $935.6M | 2.6M | $789.5M | 2.5M | +98,377+3.90% | Add |
 BROADCOM INCAVGO |
| 2.89% | 2.48% | $638.8M | 1.7M | $496.1M | 1.4M | +259,369+18.10% | Add |
 AMAZON COM INCAMZN |
| 2.79% | 2.89% | $618.0M | 2.6M | $578.3M | 2.5M | +90,331+3.61% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.21% | 0.76% | $488.2M | 423,394 | $150.9M | 528,840 | -105,446-19.94% | Reduce |
 ELI LILLY & COLLY |
| 2.18% | 2.4% | $481.7M | 401,970 | $479.6M | 446,264 | -44,294-9.93% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.73% | 0.52% | $382.0M | 658,159 | $103.0M | 481,068 | +177,091+36.81% | Add |
 PALO ALTOPANW |
| 1.48% | 0.99% | $328.1M | 963,054 | $197.7M | 1.1M | -110,165-10.26% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.4% | 0.89% | $308.8M | 713,392 | $178.5M | 1.0M | -329,119-31.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.26% | $297.4M | 842,611 | $252.5M | 804,654 | +37,957+4.72% | Add |
 ABBVIE INCABBV |
| 1.32% | 1.23% | $292.8M | 1.2M | $246.2M | 1.1M | +87,112+8.08% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.31% | 1.16% | $289.0M | 605,672 | $232.1M | 763,801 | -158,129-20.70% | Reduce |
 KLA CORPKLAC |
| 1.04% | 0.13% | $229.3M | 760,861 | $26.8M | 22,036 | +738,825+3,352.81% | Add |
 VISA INCV |
| 1% | 1.08% | $220.6M | 643,551 | $216.2M | 616,575 | +26,976+4.38% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.88% | 1.19% | $194.4M | 378,834 | $238.1M | 417,074 | -38,240-9.17% | Reduce |
 MERCK & CO INCMRK |
| 0.82% | 0.67% | $182.2M | 1.4M | $134.3M | 1.3M | +143,791+11.27% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 0.81% | 0.62% | $179.4M | 1.4M | $124.2M | 913,083 | +439,145+48.09% | Add |
 JPMORGAN CHASE & COJPM |
| 0.8% | 1% | $178.0M | 544,268 | $200.7M | 622,691 | -78,423-12.59% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.79% | 0.48% | $175.9M | 2.0M | $95.2M | 1.2M | +820,462+69.19% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.79% | 0.86% | $174.0M | 347,426 | $172.5M | 297,719 | +49,707+16.70% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.77% | 0.82% | $170.6M | 429,441 | $164.8M | 291,042 | +138,399+47.55% | Add |
 MCKESSON CORP COMMCK |
| 0.72% | 0.84% | $158.8M | 210,410 | $168.4M | 205,294 | +5,116+2.49% | Add |
 META PLATFORMS INCMETA |
| 0.69% | 0.83% | $152.3M | 270,724 | $165.0M | 249,919 | +20,805+8.32% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.68% | 1.12% | $150.4M | 1.2M | $224.9M | 1.8M | -640,805-34.97% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.62% | 0.13% | $138.0M | 216,293 | $26.9M | 156,309 | +59,984+38.38% | Add |
 HOME DEPOT INCHD |
| 0.6% | 0.5% | $133.8M | 379,826 | $100.8M | 292,907 | +86,919+29.67% | Add |
 GE VERNOVA INCGEV |
| 0.6% | 0.27% | $133.4M | 113,685 | $54.7M | 83,644 | +30,041+35.92% | Add |
 TESLA INCTSLA |
| 0.6% | 0.59% | $131.9M | 313,960 | $118.2M | 262,789 | +51,171+19.47% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.59% | 0.31% | $131.5M | 441,931 | $61.9M | 728,932 | -287,001-39.37% | Reduce |
 AMGEN INC COMAMGN |
| 0.59% | 0.64% | $131.3M | 362,985 | $128.2M | 391,735 | -28,750-7.34% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.58% | 0.78% | $129.4M | 510,174 | $155.1M | 749,599 | -239,425-31.94% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.39% | $128.4M | 309,295 | $78.9M | 239,065 | +70,230+29.38% | Add |
 SERVICENOW INCNOW |
| 0.56% | 0.66% | $123.7M | 1.2M | $131.4M | 857,541 | +389,322+45.40% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.55% | 0.79% | $121.9M | 195,674 | $158.5M | 205,332 | -9,658-4.70% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.53% | 0.42% | $117.6M | 296,457 | $84.3M | 310,902 | -14,445-4.65% | Reduce |
 XYLEM INCXYL |
| 0.52% | 0.52% | $116.0M | 982,258 | $103.7M | 761,423 | +220,835+29.00% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.49% | 0.37% | $108.7M | 142,545 | $74.0M | 157,956 | -15,411-9.76% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.47% | 0.39% | $104.5M | 278,728 | $78.7M | 251,922 | +26,806+10.64% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 0.47% | 0.41% | $104.1M | 556,392 | $82.1M | 1.0M | -474,600-46.03% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.45% | 0.51% | $99.0M | 199,505 | $102.1M | 225,292 | -25,787-11.45% | Reduce |
 WABTECWAB |
| 0.44% | 0.48% | $98.0M | 364,034 | $95.4M | 447,018 | -82,984-18.56% | Reduce |
 DATADOG INCDDOG |
| 0.44% | 0.2% | $97.7M | 375,744 | $40.1M | 295,017 | +80,727+27.36% | Add |
 PROCTER & GAMBLE COPG |
| 0.43% | 0.48% | $96.2M | 656,423 | $96.0M | 669,508 | -13,085-1.95% | Reduce |
 CISCO SYS INCCSCO |
| 0.43% | 0.34% | $95.7M | 815,855 | $67.3M | 873,098 | -57,243-6.56% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.43% | 0.45% | $94.6M | 314,512 | $89.2M | 224,330 | +90,182+40.20% | Add |
 MONGODB INC CL AMDB |
| 0.43% | 0.33% | $94.2M | 280,581 | $66.4M | 158,140 | +122,441+77.43% | Add |
 MORGAN STANLEYMS |
| 0.42% | 0.38% | $92.0M | 440,328 | $76.4M | 430,297 | +10,031+2.33% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.4% | 0.22% | $88.9M | 327,059 | $43.5M | 301,987 | +25,072+8.30% | Add |
