 NVIDIA CORPORATIONNVDA |
| 3.23% | 3.14% | $525.8M | 2.6M | $437.7M | 2.5M | +117,919+4.70% | Add |
 APPLE INCAAPL |
| 2.86% | 2.97% | $465.8M | 1.6M | $414.1M | 1.6M | -21,739-1.33% | Reduce |
 ALPHABET INCGOOGL |
| 2.24% | 2.17% | $364.6M | 1.0M | $303.2M | 1.1M | -34,363-3.26% | Reduce |
 MICROSOFT CORPMSFT |
| 1.87% | 1.69% | $304.1M | 815,323 | $236.2M | 638,107 | +177,216+27.77% | Add |
 BROADCOM INCAVGO |
| 1.72% | 1.68% | $278.9M | 738,306 | $234.5M | 757,731 | -19,425-2.56% | Reduce |
 VISA INCV |
| 1.4% | 1.22% | $227.6M | 663,519 | $169.9M | 562,093 | +101,426+18.04% | Add |
 GE VERNOVA INCGEV |
| 1.39% | 1.24% | $226.4M | 192,672 | $173.6M | 198,825 | -6,153-3.09% | Reduce |
 AMPHENOL CORPAPH |
| 1.32% | 0.88% | $215.3M | 1.2M | $122.2M | 967,292 | +253,529+26.21% | Add |
 LIGAND PHARMACEUTICALS INCLGND |
| 1.28% | 0.72% | $208.6M | 659,911 | $100.8M | 504,637 | +155,274+30.77% | Add |
 ARISTA NETWORKS INCANET |
| 1.23% | 1.52% | $199.9M | 1.2M | $212.8M | 1.7M | -556,248-32.10% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.2% | 1.54% | $195.4M | 208,851 | $215.3M | 216,024 | -7,173-3.32% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.19% | 1.45% | $193.4M | 230,412 | $202.5M | 497,098 | -266,686-53.65% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.13% | 1.15% | $184.2M | 182,093 | $160.2M | 189,415 | -7,322-3.87% | Reduce |
| UUFP TECHNOLOGIES INCUFPT |
| 1.12% | 0.73% | $182.3M | 687,439 | $101.3M | 523,438 | +164,001+31.33% | Add |
 EATON CORP PLCETN |
| 1.08% | 1.29% | $176.0M | 413,077 | $180.2M | 503,728 | -90,651-18.00% | Reduce |
 ASML HLDG NVASML |
| 1.08% | 0.78% | $175.6M | 88,265 | $109.1M | 82,626 | +5,639+6.82% | Add |
 AMAZON COM INCAMZN |
| 1.08% | 1.35% | $174.9M | 733,843 | $188.1M | 903,120 | -169,277-18.74% | Reduce |
| MMOOG INCMOG/A |
| 1.06% | 0.84% | $172.2M | 406,324 | $117.8M | 402,562 | +3,762+0.93% | Add |
 MONGODB INC CL AMDB |
| 1.06% | 0.53% | $171.7M | 511,227 | $73.9M | 301,897 | +209,330+69.34% | Add |
| MMODINE MFG COMOD |
| 1.03% | 1.01% | $168.0M | 629,268 | $141.0M | 650,673 | -21,405-3.29% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 1.03% | 1.32% | $167.4M | 622,443 | $183.5M | 796,404 | -173,961-21.84% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 1.03% | 0.95% | $166.9M | 983,875 | $132.7M | 1.1M | -137,916-12.29% | Reduce |
 META PLATFORMS INCMETA |
| 1.01% | 1.25% | $164.6M | 292,203 | $173.9M | 303,914 | -11,711-3.85% | Reduce |
 WELLTOWER INC COMWELL |
| 1.01% | 1.06% | $163.8M | 721,601 | $148.3M | 750,200 | -28,599-3.81% | Reduce |
| EENPRO INCNPO |
| 1% | 0.72% | $163.3M | 433,112 | $99.9M | 398,431 | +34,681+8.70% | Add |
 NOVANTA INCNOVT |
| 0.97% | 0.77% | $158.0M | 973,767 | $107.4M | 909,710 | +64,057+7.04% | Add |
 CURTISS WRIGHT CORPCW |
| 0.93% | 1.11% | $150.6M | 198,758 | $155.2M | 227,835 | -29,077-12.76% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.92% | 1.02% | $149.5M | 152,862 | $142.5M | 159,176 | -6,314-3.97% | Reduce |
 ELI LILLY & COLLY |
| 0.91% | 0.69% | $147.6M | 123,060 | $95.8M | 104,102 | +18,958+18.21% | Add |
 ARM HOLDINGS PLCARM |
| 0.89% | — | $145.0M | 409,049 | $0 | 0 | +409,049 | New Buy |
 TG THERAPEUTICS INCTGTX |
| 0.88% | 0.52% | $142.9M | 2.6M | $72.0M | 2.2M | +432,042+19.93% | Add |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.87% | 1.05% | $142.3M | 706,691 | $146.8M | 727,806 | -21,115-2.90% | Reduce |
 TJX COS INC NEWTJX |
| 0.86% | 1.38% | $140.1M | 924,463 | $192.3M | 1.2M | -279,525-23.22% | Reduce |
| RREPLIGEN CORPRGEN |
| 0.85% | 0.67% | $138.1M | 1.0M | $94.0M | 797,867 | +214,359+26.87% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.83% | 1.01% | $135.4M | 1.5M | $140.7M | 1.5M | -54,509-3.58% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.82% | 0.47% | $133.0M | 1.5M | $65.2M | 971,529 | +556,210+57.25% | Add |
 BOOT BARN HLDGS INCBOOT |
| 0.81% | 0.75% | $131.0M | 797,619 | $105.0M | 717,574 | +80,045+11.15% | Add |
 COMMVAULT SYS INCCVLT |
| 0.8% | 0.43% | $130.8M | 923,066 | $59.9M | 768,646 | +154,420+20.09% | Add |
 WILLIAMS COS INCWMB |
| 0.8% | 0.95% | $129.9M | 1.7M | $132.5M | 1.8M | -71,975-3.95% | Reduce |
 VERICEL CORPVCEL |
| 0.8% | 0.35% | $129.7M | 2.9M | $48.5M | 1.5M | +1.4M+93.53% | Add |
| UUNIVERSAL TECHNICAL INST INCUTI |
| 0.79% | 0.56% | $128.3M | 3.0M | $77.7M | 2.2M | +847,617+39.37% | Add |
 ECOLAB INCECL |
| 0.78% | 0.9% | $126.8M | 454,964 | $126.2M | 474,438 | -19,474-4.10% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.77% | 0.24% | $124.7M | 458,375 | $33.6M | 357,806 | +100,569+28.11% | Add |
 LIVANOVA PLCLIVN |
| 0.76% | 0.58% | $123.5M | 1.5M | $81.0M | 1.3M | +227,424+17.84% | Add |
| MMIRION TECHNOLOGIES INCMIR |
| 0.74% | 0.15% | $119.9M | 6.7M | $20.7M | 1.1M | +5.6M+500.10% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.74% | 1.03% | $119.7M | 300,950 | $144.0M | 312,410 | -11,460-3.67% | Reduce |
| IINTERDIGITAL INCIDCC |
| 0.73% | 0.84% | $119.3M | 421,433 | $116.6M | 386,013 | +35,420+9.18% | Add |
 QUANTA SVCS INCPWR |
| 0.72% | 0.67% | $117.6M | 163,336 | $93.4M | 170,192 | -6,856-4.03% | Reduce |
| KKULICKE & SOFFA INDS INCKLIC |
| 0.72% | — | $117.4M | 878,002 | $0 | 0 | +878,002 | New Buy |
| BBRINKER INTL INCEAT |
| 0.71% | 0.63% | $115.1M | 685,348 | $87.9M | 615,732 | +69,616+11.31% | Add |
