 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.62% | 9.44% | $482.6M | 1.0M | $432.8M | 1.3M | -270,086-21.09% | Reduce |
 ALPHABET INCGOOGL |
| 8.22% | 7.1% | $373.6M | 1.0M | $325.5M | 1.1M | -86,594-7.65% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 7.21% | 7.16% | $327.5M | 1.3M | $328.6M | 1.3M | -54,703-4.07% | Reduce |
 VISA INCV |
| 6.96% | 6.32% | $316.5M | 922,397 | $290.1M | 959,793 | -37,396-3.90% | Reduce |
 AMAZON COM INCAMZN |
| 6.7% | 5.31% | $304.4M | 1.3M | $243.7M | 1.2M | +106,764+9.12% | Add |
 AON PLC SHS CL AAON |
| 5.99% | 4.42% | $272.1M | 820,270 | $202.9M | 628,700 | +191,570+30.47% | Add |
 LINDE PLCLIN |
| 5.86% | 5.6% | $266.3M | 513,091 | $256.7M | 517,778 | -4,687-0.91% | Reduce |
 MICROSOFT CORPMSFT |
| 5.42% | 6.88% | $246.5M | 660,903 | $315.4M | 851,927 | -191,024-22.42% | Reduce |
 S&P GLOBAL INCSPGI |
| 3.94% | 5% | $179.2M | 440,036 | $229.2M | 538,766 | -98,730-18.33% | Reduce |
 CINTAS CORP COMCTAS |
| 3.92% | 2.66% | $178.4M | 1.0M | $122.0M | 721,152 | +327,795+45.45% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.06% | 1.36% | $138.9M | 694,368 | $62.2M | 356,547 | +337,821+94.75% | Add |
 IDEXX LABS INC COMIDXX |
| 3.04% | 2.7% | $138.2M | 262,562 | $123.8M | 220,354 | +42,208+19.15% | Add |
 ELI LILLY & COLLY |
| 2.9% | 2.62% | $132.0M | 110,028 | $120.3M | 130,786 | -20,758-15.87% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.83% | 2.35% | $128.8M | 380,885 | $107.6M | 355,867 | +25,018+7.03% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 2.42% | 3.29% | $110.0M | 612,925 | $150.8M | 794,599 | -181,674-22.86% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.18% | 2.54% | $98.9M | 58,286 | $116.4M | 67,320 | -9,034-13.42% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.17% | 1.41% | $98.5M | 237,170 | $64.5M | 148,570 | +88,600+59.64% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.84% | 2.27% | $83.4M | 181,677 | $104.3M | 215,092 | -33,415-15.54% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.66% | 1.71% | $75.3M | 1.0M | $78.2M | 1.1M | -44,349-4.08% | Reduce |
 NETFLIX INCNFLX |
| 1.44% | 1.64% | $65.6M | 918,975 | $75.3M | 783,267 | +135,708+17.33% | Add |
 APPLE INCAAPL |
| 1.29% | 1.11% | $58.5M | 202,304 | $50.7M | 199,798 | +2,506+1.25% | Add |
 BROADCOM INCAVGO |
| 1.2% | — | $54.5M | 144,208 | $0 | 0 | +144,208 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 1.1% | — | $50.2M | 126,197 | $0 | 0 | +126,197 | New Buy |
 ANALOG DEVICES INC COMADI |
| 1.01% | 0.96% | $46.0M | 115,884 | $43.8M | 137,826 | -21,942-15.92% | Reduce |
 ORACLE CORPORCL |
| 0.67% | 2.2% | $30.7M | 209,205 | $101.1M | 687,303 | -478,098-69.56% | Reduce |
 VULCAN MATLS COVMC |
| 0.64% | 0.71% | $28.9M | 97,871 | $32.7M | 119,927 | -22,056-18.39% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.62% | 0.75% | $28.2M | 89,721 | $34.5M | 105,139 | -15,418-14.66% | Reduce |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.57% | 0.4% | $25.9M | 486,054 | $18.3M | 491,029 | -4,975-1.01% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.54% | 0.6% | $24.5M | 26,143 | $27.4M | 27,516 | -1,373-4.99% | Reduce |
 META PLATFORMS INCMETA |
| 0.53% | 0.6% | $24.3M | 43,053 | $27.3M | 47,783 | -4,730-9.90% | Reduce |
 SERVICE CORP INTLSCI |
| 0.5% | 0.75% | $22.7M | 298,642 | $34.2M | 414,572 | -115,930-27.96% | Reduce |
 NU HLDGS LTDNU |
| 0.4% | — | $18.0M | 1.3M | $0 | 0 | +1.3M | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.31% | 0.38% | $14.1M | 27,449 | $17.6M | 35,241 | -7,792-22.11% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.31% | 0.37% | $14.0M | 58,812 | $17.0M | 72,996 | -14,184-19.43% | Reduce |
| FFASTENAL CO COMFAST |
| 0.28% | 0.23% | $12.8M | 266,546 | $10.6M | 229,296 | +37,250+16.25% | Add |
| HHDFC BANK LTDHDB |
| 0.23% | 0.26% | $10.6M | 411,717 | $12.2M | 488,345 | -76,628-15.69% | Reduce |
 MSCI INCMSCI |
| 0.22% | 0.21% | $9.9M | 17,683 | $9.5M | 17,572 | +111+0.63% | Add |
 UNITED RENTALS INCURI |
| 0.16% | 0.11% | $7.2M | 6,335 | $5.1M | 7,024 | -689-9.81% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.16% | 0.17% | $7.1M | 39,574 | $7.6M | 1,800 | +37,774+2,098.56% | Add |
| YYUM CHINA HLDGS INCYUMC |
| 0.15% | 0.18% | $6.7M | 163,390 | $8.2M | 168,972 | -5,582-3.30% | Reduce |
 COPART INC COMCPRT |
| 0.13% | 0.18% | $5.7M | 203,711 | $8.2M | 245,597 | -41,886-17.05% | Reduce |
 AMPHENOL CORPAPH |
| 0.1% | — | $4.6M | 26,162 | $0 | 0 | +26,162 | New Buy |
| KKANZHUN LIMITEDBZ |
| 0.1% | 0.1% | $4.4M | 345,375 | $4.6M | 345,375 | 00.00% | Unchanged |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.09% | 0.1% | $4.0M | 12,155 | $4.8M | 15,800 | -3,645-23.07% | Reduce |
 Pdd Holdings Inc ADRPDD |
| 0.07% | 0.12% | $3.1M | 41,005 | $5.7M | 55,752 | -14,747-26.45% | Reduce |
 ICICI BANK LIMITEDIBN |
| 0.05% | 0.03% | $2.3M | 78,161 | $1.5M | 58,438 | +19,723+33.75% | Add |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 0.05% | 0.03% | $2.2M | 69,638 | $1.3M | 35,237 | +34,401+97.63% | Add |
| QQUALCOMM INCQCOM |
| 0.04% | — | $2.0M | 10,606 | $0 | 0 | +10,606 | New Buy |
| BBECTON DICKINSON & CO COMBDX |
| 0.04% | 0.16% | $1.9M | 12,291 | $7.2M | 45,774 | -33,483-73.15% | Reduce |
 WALMART INCWMT |
| 0.03% | 0.05% | $1.4M | 12,663 | $2.2M | 17,663 | -5,000-28.31% | Reduce |
