 MICROSOFT CORPMSFT |
| 8% | 9.17% | $1.39B | 3.7M | $1.21B | 3.3M | +457,818+13.96% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.86% | 8.9% | $1.37B | 6.8M | $1.18B | 6.8M | +92,194+1.36% | Add |
 MICRON TECHNOLOGY INCMU |
| 5.82% | 4.54% | $1.01B | 878,000 | $600.8M | 1.8M | -900,313-50.63% | Reduce |
 ALPHABET INCGOOGL |
| 5.53% | 5.52% | $962.9M | 2.7M | $730.5M | 2.5M | +154,362+6.08% | Add |
 BROADCOM INCAVGO |
| 4.67% | 3.51% | $813.8M | 2.2M | $464.4M | 1.5M | +653,912+43.58% | Add |
 META PLATFORMS INCMETA |
| 4.03% | 5.35% | $702.1M | 1.2M | $707.5M | 1.2M | +9,881+0.80% | Add |
 APPLIED MATLS INCAMAT |
| 3.65% | 2.21% | $635.4M | 878,803 | $293.0M | 857,351 | +21,452+2.50% | Add |
 ELI LILLY & COLLY |
| 3.57% | 3.64% | $621.6M | 518,259 | $482.3M | 524,361 | -6,102-1.16% | Reduce |
 APPLE INCAAPL |
| 3.26% | 3.4% | $567.6M | 2.0M | $449.6M | 1.8M | +190,254+10.74% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.23% | 1.74% | $563.0M | 737,737 | $230.5M | 590,450 | +147,287+24.94% | Add |
 QUANTA SVCS INCPWR |
| 3.06% | 1.79% | $533.6M | 741,046 | $237.3M | 432,138 | +308,908+71.48% | Add |
 AMAZON COM INCAMZN |
| 3.06% | 3.3% | $533.0M | 2.2M | $437.4M | 2.1M | +136,104+6.48% | Add |
 PALO ALTOPANW |
| 2.9% | 2.28% | $506.0M | 1.5M | $302.1M | 1.9M | -400,586-21.26% | Reduce |
 SERVICENOW INCNOW |
| 2.38% | 2.14% | $414.2M | 4.2M | $282.9M | 2.7M | +1.5M+54.19% | Add |
 DATADOG INCDDOG |
| 2.09% | 1.78% | $364.5M | 1.4M | $236.1M | 2.0M | -600,000-30.00% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.07% | 1.75% | $359.9M | 4.1M | $232.2M | 2.5M | +1.6M+64.00% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.04% | 2.01% | $355.1M | 691,354 | $266.3M | 533,000 | +158,354+29.71% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 2.03% | 2.83% | $354.0M | 2.3M | $374.5M | 1.9M | +428,302+23.14% | Add |
 LINDE PLCLIN |
| 1.95% | — | $339.1M | 653,450 | $0 | 0 | +653,450 | New Buy |
 SYNOPSYS INCSNPS |
| 1.84% | 1.48% | $320.6M | 718,757 | $196.0M | 494,344 | +224,413+45.40% | Add |
 ARM HOLDINGS PLCARM |
| 1.83% | 1.6% | $319.1M | 900,000 | $211.8M | 1.4M | -500,000-35.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.69% | 2.51% | $294.6M | 900,000 | $332.4M | 1.1M | -230,000-20.35% | Reduce |
 NETFLIX INCNFLX |
| 1.64% | 0.54% | $285.6M | 4.0M | $72.1M | 750,000 | +3.3M+433.33% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.35% | 1.49% | $235.3M | 591,613 | $196.9M | 427,033 | +164,580+38.54% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.34% | 1.76% | $234.2M | 3.2M | $233.5M | 3.2M | 00.00% | Unchanged |
 NIKE INCNKE |
| 1.34% | 1.17% | $233.0M | 5.7M | $154.3M | 2.9M | +2.8M+94.33% | Add |
| BBANK OF AMER CORPBAC |
| 1.23% | 2.14% | $213.7M | 3.8M | $282.8M | 5.8M | -2.1M-35.34% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.2% | 1.15% | $209.8M | 3.6M | $152.2M | 2.5M | +1.1M+45.09% | Add |
 GE VERNOVA INCGEV |
| 1.12% | 0.08% | $195.6M | 166,521 | $10.2M | 11,721 | +154,800+1,320.71% | Add |
 DISNEY WALT CODIS |
| 1.1% | 1.26% | $192.5M | 2.0M | $167.2M | 1.7M | +265,194+15.29% | Add |
 MONGODB INC CL AMDB |
| 1.09% | 1.08% | $190.1M | 565,940 | $143.1M | 584,559 | -18,619-3.19% | Reduce |
 BIOGEN INCBIIB |
| 0.87% | 0.98% | $152.1M | 704,196 | $129.1M | 704,196 | 00.00% | Unchanged |
 STELLANTIS N.V SHSSTLA |
| 0.85% | — | $148.3M | 26.1M | $0 | 0 | +26.1M | New Buy |
 DEXCOM INCDXCM |
| 0.85% | 1.04% | $147.5M | 2.2M | $137.5M | 2.2M | 00.00% | Unchanged |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.82% | 1.01% | $143.3M | 3.4M | $133.9M | 2.1M | +1.2M+57.35% | Add |
 SALESFORCE INCCRM |
| 0.8% | 1.26% | $140.1M | 894,097 | $166.9M | 894,097 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.72% | 0.61% | $124.7M | 300,000 | $81.2M | 300,000 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 0.56% | — | $98.1M | 577,200 | $0 | 0 | +577,200 | New Buy |
 RESMED INCRMD |
| 0.52% | 0.73% | $91.2M | 468,004 | $96.5M | 429,899 | +38,105+8.86% | Add |
| TTERADYNE INCTER |
| 0.5% | — | $87.2M | 180,242 | $0 | 0 | +180,242 | New Buy |
| QQUALCOMM INCQCOM |
| 0.45% | — | $79.3M | 428,922 | $0 | 0 | +428,922 | New Buy |
 MERCK & CO INCMRK |
| 0.39% | 1.72% | $68.8M | 535,502 | $228.0M | 1.9M | -1.4M-71.74% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.39% | 0.34% | $67.6M | 266,023 | $44.6M | 182,381 | +83,642+45.86% | Add |
 DOLLAR GEN CORP NEWDG |
| 0.39% | 0.53% | $67.4M | 585,851 | $69.6M | 585,851 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 0.35% | 0.36% | $61.7M | 488,657 | $48.2M | 346,000 | +142,657+41.23% | Add |
 TJX COS INC NEWTJX |
| 0.34% | 0.37% | $59.7M | 394,300 | $48.4M | 303,208 | +91,092+30.04% | Add |
 CUMMINS INCCMI |
| 0.32% | 0.33% | $55.0M | 77,071 | $43.3M | 80,523 | -3,452-4.29% | Reduce |
 DOVER CORPDOV |
| 0.28% | 0.22% | $49.4M | 220,400 | $29.6M | 142,000 | +78,400+55.21% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.24% | 0.22% | $42.2M | 178,800 | $28.9M | 146,500 | +32,300+22.05% | Add |
 ABBVIE INCABBV |
| 0.24% | 0.24% | $41.0M | 163,093 | $31.6M | 145,134 | +17,959+12.37% | Add |
