 NVIDIA CORPORATIONNVDA |
| 8.9% | 9.12% | $205.30B | 1.03B | $173.33B | 993.9M | +32.2M+3.24% | Add |
 APPLE INCAAPL |
| 4.08% | 4.1% | $94.14B | 325.3M | $78.03B | 307.4M | +17.9M+5.82% | Add |
 ALPHABET INCGOOGL |
| 3.88% | 3.58% | $89.60B | 250.7M | $68.02B | 236.5M | +14.2M+5.99% | Add |
 AMAZON COM INCAMZN |
| 3.78% | 3.93% | $87.15B | 365.7M | $74.71B | 358.7M | +7.0M+1.94% | Add |
 MICROSOFT CORPMSFT |
| 3.01% | 3.7% | $69.37B | 186.0M | $70.41B | 190.2M | -4.3M-2.24% | Reduce |
 BROADCOM INCAVGO |
| 2.36% | 2.02% | $54.53B | 144.4M | $38.41B | 124.1M | +20.2M+16.31% | Add |
 META PLATFORMS INCMETA |
| 2.34% | 3.51% | $54.02B | 95.9M | $66.72B | 116.6M | -20.7M-17.77% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 2.24% | — | $51.66B | 302.6M | $0 | 0 | +302.6M | New Buy |
| AAlphabet Inc Class CGOOG |
| 1.87% | 1.64% | $43.09B | 122.0M | $31.14B | 108.6M | +13.4M+12.34% | Add |
 ELI LILLY & COLLY |
| 1.48% | 1.27% | $34.14B | 28.5M | $24.23B | 26.3M | +2.1M+8.05% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.34% | 0.57% | $30.84B | 26.7M | $10.83B | 32.1M | -5.3M-16.65% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.22% | 1.07% | $28.15B | 58.9M | $20.41B | 60.4M | -1.5M-2.41% | Reduce |
 GE VERNOVA INCGEV |
| 0.82% | 0.85% | $18.97B | 16.2M | $16.13B | 18.5M | -2.3M-12.59% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.82% | 1.26% | $18.83B | 137.7M | $23.97B | 141.3M | -3.5M-2.51% | Reduce |
 GE AEROSPACEGE |
| 0.79% | 0.78% | $18.32B | 49.0M | $14.75B | 52.0M | -3.0M-5.68% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.78% | 0.45% | $17.88B | 7.9M | $8.51B | 13.4M | -5.5M-41.29% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.74% | 0.68% | $16.96B | 56.9M | $13.00B | 131.3M | -74.3M-56.62% | Reduce |
 TESLA INCTSLA |
| 0.73% | 0.7% | $16.73B | 39.8M | $13.39B | 36.0M | +3.7M+10.38% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.72% | 0.45% | $16.60B | 26.0M | $8.55B | 31.6M | -5.6M-17.83% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.64% | 0.16% | $14.85B | 25.6M | $3.11B | 15.3M | +10.3M+67.17% | Add |
 VISA INCV |
| 0.64% | 0.71% | $14.73B | 42.9M | $13.57B | 44.9M | -2.0M-4.41% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.63% | 0.38% | $14.59B | 33.7M | $7.17B | 33.6M | +103,016+0.31% | Add |
 INTEL CORPINTC |
| 0.57% | 0.13% | $13.19B | 94.4M | $2.54B | 57.5M | +36.9M+64.19% | Add |
 KLA CORPKLAC |
| 0.56% | 0.34% | $12.98B | 43.0M | $6.48B | 4.4M | +38.6M+877.12% | Add |
 BOEING COBA |
| 0.55% | 0.6% | $12.76B | 59.0M | $11.32B | 56.9M | +2.1M+3.65% | Add |
 WELLS FARGO CO NEWWFC |
| 0.55% | 0.68% | $12.61B | 152.6M | $12.87B | 161.7M | -9.1M-5.65% | Reduce |
 AMPHENOL CORPAPH |
| 0.54% | 0.53% | $12.44B | 70.6M | $10.04B | 79.5M | -8.9M-11.21% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.53% | 0.64% | $12.25B | 23.8M | $12.12B | 24.3M | -420,428-1.73% | Reduce |
| AASTERA LABS INCALAB |
| 0.52% | 0.15% | $12.00B | 24.8M | $2.80B | 25.5M | -684,521-2.68% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.17% | $11.63B | 28.0M | $3.25B | 12.0M | +16.0M+132.91% | Add |
 ASML HLDG NVASML |
| 0.47% | 0.22% | $10.90B | 5.5M | $4.16B | 3.1M | +2.3M+74.00% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.47% | 0.64% | $10.88B | 14,533 | $12.21B | 17,000 | -2,467-14.51% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.51% | $10.78B | 189.2M | $9.68B | 198.5M | -9.3M-4.69% | Reduce |
 NETFLIX INCNFLX |
| 0.42% | 1.03% | $9.71B | 135.9M | $19.68B | 204.7M | -68.7M-33.58% | Reduce |
| FFIDELITY MERRIMACK STR TRFSEC |
| 0.41% | 0.48% | $9.56B | 218.0M | $9.08B | 207.1M | +10.8M+5.23% | Add |
 CIENA CORPCIEN |
| 0.41% | 0.43% | $9.38B | 19.1M | $8.23B | 21.2M | -2.1M-9.88% | Reduce |
 CISCO SYS INCCSCO |
| 0.39% | 0.27% | $8.93B | 76.1M | $5.23B | 67.4M | +8.7M+12.88% | Add |
| AAPPLOVIN CORPAPP |
| 0.39% | 0.33% | $8.91B | 17.3M | $6.25B | 15.7M | +1.6M+10.21% | Add |
 COCA COLA COKO |
| 0.38% | 0.43% | $8.87B | 109.2M | $8.18B | 107.6M | +1.6M+1.47% | Add |
 JPMORGAN CHASE & COJPM |
| 0.37% | 0.49% | $8.61B | 26.3M | $9.25B | 31.4M | -5.1M-16.34% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.37% | 0.53% | $8.45B | 66.9M | $10.02B | 71.9M | -5.0M-7.00% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.36% | 0.39% | $8.42B | 46.5M | $7.40B | 44.8M | +1.8M+3.91% | Add |
 LOWES COS INC COMLOW |
| 0.36% | 0.4% | $8.22B | 37.3M | $7.53B | 31.9M | +5.4M+16.99% | Add |
 ARISTA NETWORKS INCANET |
| 0.35% | 0.34% | $8.04B | 47.3M | $6.42B | 52.3M | -5.0M-9.48% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.34% | 0.17% | $7.87B | 8.2M | $3.20B | 8.2M | -23,784-0.29% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.31% | 0.25% | $7.16B | 5.2M | $4.81B | 4.4M | +776,427+17.64% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.31% | 0.26% | $7.09B | 25.2M | $4.95B | 25.1M | +98,963+0.39% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.31% | 0.28% | $7.06B | 14.1M | $5.30B | 10.8M | +3.3M+30.70% | Add |
 PALO ALTOPANW |
| 0.3% | 0.07% | $6.84B | 20.1M | $1.30B | 8.1M | +11.9M+147.44% | Add |
 SHELL PLCSHEL |
| 0.29% | 0.48% | $6.77B | 87.3M | $9.08B | 97.6M | -10.3M-10.54% | Reduce |
