 NVIDIA CORPORATIONNVDA |
| 2.87% | 2.24% | $504.5M | 2.5M | $369.8M | 2.1M | +400,600+18.89% | Add |
 APPLE INCAAPL |
| 2.59% | 1.89% | $456.1M | 1.6M | $312.6M | 1.2M | +344,358+27.95% | Add |
 BROADCOM INCAVGO |
| 2% | 1.91% | $351.1M | 929,562 | $315.5M | 1.0M | -89,937-8.82% | Reduce |
 ABBVIE INCABBV |
| 1.97% | 1.98% | $346.4M | 1.4M | $327.6M | 1.5M | -129,554-8.60% | Reduce |
 MICROSOFT CORPMSFT |
| 1.92% | 1.77% | $338.3M | 906,851 | $291.9M | 788,663 | +118,188+14.99% | Add |
 APPLIED MATLS INCAMAT |
| 1.89% | 1.37% | $332.7M | 460,151 | $225.5M | 659,689 | -199,538-30.25% | Reduce |
 KLA CORPKLAC |
| 1.7% | 0.98% | $298.9M | 990,556 | $162.3M | 110,231 | +880,325+798.62% | Add |
 LAM RESEARCH CORPLRCX |
| 1.46% | 0.82% | $256.8M | 592,701 | $135.2M | 632,784 | -40,083-6.33% | Reduce |
 CISCO SYS INCCSCO |
| 1.45% | 1.24% | $254.7M | 2.2M | $205.2M | 2.6M | -476,804-18.03% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.3% | 0.96% | $229.2M | 531,131 | $158.2M | 964,040 | -432,909-44.91% | Reduce |
 ALPHABET INCGOOGL |
| 1.3% | 1.26% | $228.4M | 639,157 | $208.2M | 723,866 | -84,709-11.70% | Reduce |
 NETAPP INCNTAP |
| 1.29% | 1.08% | $227.6M | 1.5M | $178.6M | 1.7M | -273,379-15.68% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.26% | 1.43% | $222.3M | 679,231 | $235.5M | 800,542 | -121,311-15.15% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.24% | 1.01% | $218.2M | 456,810 | $167.1M | 494,355 | -37,545-7.59% | Reduce |
 CVS HEALTH CORPCVS |
| 1.17% | 0.89% | $206.1M | 2.0M | $146.5M | 2.0M | -47,338-2.32% | Reduce |
 WEST PHARMACEUTICAL SVSC INCWST |
| 1.15% | 0.83% | $202.0M | 562,557 | $136.6M | 545,050 | +17,507+3.21% | Add |
 EMCOR GROUP INCEME |
| 1.13% | 1.17% | $198.8M | 239,577 | $194.0M | 262,823 | -23,246-8.84% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.12% | 0.93% | $196.9M | 2.0M | $154.4M | 2.1M | -82,208-3.86% | Reduce |
 META PLATFORMS INCMETA |
| 1.1% | 1.5% | $194.0M | 344,368 | $247.6M | 432,760 | -88,392-20.43% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.06% | 0.79% | $186.0M | 4.1M | $130.0M | 5.5M | -1.3M-24.47% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.99% | 0.62% | $173.4M | 581,891 | $102.1M | 525,830 | +56,061+10.66% | Add |
 VISA INCV |
| 0.87% | 0.71% | $153.5M | 447,275 | $117.8M | 389,868 | +57,407+14.72% | Add |
 ANALOG DEVICES INC COMADI |
| 0.87% | 0.77% | $153.4M | 386,286 | $126.5M | 397,570 | -11,284-2.84% | Reduce |
| FFABRINETFN |
| 0.86% | 1.02% | $152.2M | 270,754 | $168.1M | 322,350 | -51,596-16.01% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.83% | 0.71% | $146.9M | 114,970 | $117.6M | 93,270 | +21,700+23.27% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.83% | 0.73% | $146.9M | 522,214 | $120.6M | 497,613 | +24,601+4.94% | Add |
| AARGAN INCAGX |
| 0.82% | 0.67% | $144.3M | 180,661 | $110.3M | 202,478 | -21,817-10.77% | Reduce |
 ELI LILLY & COLLY |
| 0.82% | 0.68% | $143.6M | 119,698 | $113.0M | 122,816 | -3,118-2.54% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 0.8% | 0.41% | $141.2M | 266,547 | $67.7M | 140,959 | +125,588+89.10% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.78% | 0.84% | $137.2M | 267,218 | $138.8M | 277,878 | -10,660-3.84% | Reduce |
 YUM BRANDS INC COMYUM |
| 0.77% | 0.82% | $135.1M | 845,174 | $135.4M | 870,866 | -25,692-2.95% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.77% | 1.08% | $135.0M | 1.1M | $179.0M | 902,498 | +182,099+20.18% | Add |
 MERCK & CO INCMRK |
| 0.77% | 0.51% | $134.9M | 1.1M | $84.3M | 701,092 | +348,964+49.77% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.42% | $133.2M | 524,387 | $68.6M | 280,648 | +243,739+86.85% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.74% | 0.99% | $129.7M | 1.8M | $162.9M | 2.3M | -467,792-20.66% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.73% | 0.6% | $128.2M | 754,422 | $99.4M | 809,562 | -55,140-6.81% | Reduce |
| FFASTENAL CO COMFAST |
| 0.72% | 0.86% | $127.0M | 2.6M | $141.8M | 3.1M | -411,570-13.47% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 0.72% | 0.74% | $126.1M | 447,634 | $122.8M | 408,301 | +39,333+9.63% | Add |
 AMAZON COM INCAMZN |
| 0.71% | 0.75% | $125.2M | 525,268 | $124.4M | 597,495 | -72,227-12.09% | Reduce |
| CCHEMED CORP NEWCHE |
| 0.71% | 0.57% | $124.5M | 267,290 | $94.5M | 250,123 | +17,167+6.86% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.69% | 0.95% | $121.8M | 278,323 | $157.1M | 331,137 | -52,814-15.95% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 0.68% | 0.73% | $120.5M | 1.2M | $120.5M | 1.2M | +10,124+0.84% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.68% | 0.52% | $119.8M | 1.3M | $85.5M | 1.3M | -10,228-0.77% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.68% | 0.79% | $118.8M | 127,033 | $131.0M | 131,518 | -4,485-3.41% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.67% | 0.71% | $117.8M | 861,217 | $117.9M | 899,618 | -38,401-4.27% | Reduce |
 TJX COS INC NEWTJX |
| 0.67% | 0.77% | $117.2M | 773,709 | $127.4M | 797,750 | -24,041-3.01% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.66% | 1.12% | $116.5M | 186,850 | $184.4M | 238,725 | -51,875-21.73% | Reduce |
 AMERIPRISE FINL INCAMP |
| 0.66% | 0.71% | $116.1M | 253,066 | $117.2M | 263,704 | -10,638-4.03% | Reduce |
 Jack Henry & Associates, IncJKHY |
| 0.65% | 0.65% | $114.3M | 829,619 | $107.7M | 681,587 | +148,032+21.72% | Add |
 PACCAR INCPCAR |
| 0.65% | 0.73% | $114.1M | 950,073 | $121.1M | 1.0M | -98,241-9.37% | Reduce |
