 BRISTOL-MYERS SQUIBB COBMY |
| 8.24% | 9.03% | $1.26B | 21.8M | $1.29B | 21.3M | +517,367+2.43% | Add |
| SSOLVENTUM CORP COM SHSSOLV |
| 8.18% | 7.19% | $1.25B | 16.2M | $1.03B | 15.7M | +436,543+2.77% | Add |
 LIVE NATION ENTERTAINMENT INLYV |
| 7.22% | 6.26% | $1.10B | 6.0M | $894.4M | 5.9M | +148,682+2.54% | Add |
 TRANSUNIONTRU |
| 6.61% | 5.87% | $1.01B | 14.0M | $839.4M | 12.1M | +1.8M+15.21% | Add |
 KENVUE INC COMKVUE |
| 6.32% | 5.94% | $963.7M | 50.4M | $848.4M | 49.2M | +1.2M+2.48% | Add |
 SALESFORCE INCCRM |
| 5.98% | 5.27% | $911.6M | 5.8M | $753.2M | 4.0M | +1.8M+44.21% | Add |
 AON PLC SHS CL AAON |
| 5.76% | 5.85% | $878.0M | 2.6M | $835.4M | 2.6M | +58,941+2.28% | Add |
 NEWS CORP NEWNWSA |
| 5.22% | 5.4% | $796.4M | 32.1M | $770.9M | 30.9M | +1.1M+3.72% | Add |
 AIRBNB INC COM CL AABNB |
| 5.09% | 4.66% | $776.1M | 5.4M | $666.2M | 5.3M | +148,103+2.81% | Add |
 JOHNSON & JOHNSONJNJ |
| 5.07% | 5.08% | $772.9M | 3.0M | $726.3M | 3.0M | +71,750+2.41% | Add |
 GARTNER INCIT |
| 4.75% | 5.1% | $723.7M | 5.6M | $728.5M | 4.6M | +982,191+21.35% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 4.24% | 5.45% | $646.7M | 5.3M | $779.4M | 5.0M | +297,938+6.01% | Add |
 ZILLOW GROUP INCZ |
| 3.37% | 3.82% | $513.8M | 16.3M | $546.1M | 13.2M | +3.1M+23.51% | Add |
| EEBAY INC. COMEBAY |
| 3.33% | 4.31% | $508.1M | 4.5M | $616.4M | 6.8M | -2.2M-32.86% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 3.06% | 2.96% | $466.4M | 2.6M | $423.4M | 2.6M | +17,762+0.69% | Add |
 FOX CORPFOXA |
| 2.87% | 3.34% | $438.1M | 8.4M | $477.4M | 8.2M | +223,964+2.74% | Add |
 LAUDER ESTEE COS INC CL AEL |
| 2.56% | 3.33% | $390.2M | 4.9M | $475.7M | 6.6M | -1.7M-25.45% | Reduce |
 OTIS WORLDWIDEOTIS |
| 2.42% | 0.54% | $368.9M | 5.2M | $77.3M | 1.0M | +4.1M+414.04% | Add |
 WARNER MUSIC GROUP CORPWMG |
| 2.31% | 2.33% | $351.9M | 13.0M | $332.9M | 13.0M | -36,450-0.28% | Reduce |
 FOX CORPFOXA |
| 1.68% | 1.97% | $256.8M | 5.5M | $281.8M | 5.3M | +174,794+3.29% | Add |
 NEWS CORP NEWNWSA |
| 1.66% | 1.82% | $253.2M | 9.0M | $259.8M | 9.1M | -87,903-0.96% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 1.43% | 1.67% | $217.5M | 8.2M | $238.8M | 8.7M | -539,797-6.21% | Reduce |
 ZILLOW GROUP INC CL AZ |
| 0.76% | 0.79% | $115.2M | 3.7M | $113.3M | 2.7M | +934,455+34.12% | Add |
 RYAN SPECIALTY HOLDINGS INCRYAN |
| 0.66% | 0.67% | $99.9M | 2.6M | $95.2M | 2.8M | -175,065-6.21% | Reduce |
 CORTEVA INC COMCTVA |
| 0.62% | 0.7% | $94.4M | 1.1M | $99.5M | 1.2M | -73,784-6.21% | Reduce |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.57% | 0.65% | $86.4M | 429,092 | $92.3M | 457,600 | -28,508-6.23% | Reduce |
