 TESLA INCTSLA |
| 3.75% | 3.82% | $58.8M | 139,879 | $50.3M | 135,227 | +4,652+3.44% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.49% | 3.14% | $54.8M | 114,742 | $41.3M | 122,169 | -7,427-6.08% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.31% | 2.58% | $51.9M | 89,415 | $33.9M | 166,838 | -77,423-46.41% | Reduce |
 AMAZON COM INCAMZN |
| 1.91% | 1.84% | $30.0M | 125,949 | $24.2M | 116,217 | +9,732+8.37% | Add |
 ALPHABET INCGOOGL |
| 1.91% | 1.95% | $29.9M | 83,695 | $25.7M | 89,516 | -5,821-6.50% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.88% | — | $29.4M | 172,311 | $0 | 0 | +172,311 | New Buy |
 MICROSOFT CORPMSFT |
| 1.85% | 2.2% | $29.0M | 77,730 | $28.9M | 78,185 | -455-0.58% | Reduce |
 DEERE & CODE |
| 1.68% | 1.76% | $26.4M | 41,613 | $23.1M | 41,054 | +559+1.36% | Add |
 APPLE INCAAPL |
| 1.51% | 1.66% | $23.7M | 81,776 | $21.9M | 86,194 | -4,418-5.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.5% | 1.62% | $23.5M | 71,790 | $21.4M | 72,637 | -847-1.17% | Reduce |
 SHOPIFY INCSHOP |
| 1.39% | 1.67% | $21.8M | 191,034 | $22.0M | 185,793 | +5,241+2.82% | Add |
 CRISPR THERAPEUTICSCRSP |
| 1.33% | 1.45% | $20.8M | 381,991 | $19.1M | 400,877 | -18,886-4.71% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.04% | $20.4M | 57,761 | $13.7M | 47,813 | +9,948+20.81% | Add |
| TTEMPUS AI INCTEM |
| 1.3% | 1.16% | $20.3M | 350,997 | $15.2M | 336,523 | +14,474+4.30% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.29% | 1.83% | $20.2M | 172,976 | $24.1M | 164,866 | +8,110+4.92% | Add |
| TTWIST BIOSCIENCE CORPTWST |
| 1.26% | 1.03% | $19.7M | 191,845 | $13.5M | 284,589 | -92,744-32.59% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 1.22% | 1.02% | $19.2M | 190,995 | $13.4M | 192,950 | -1,955-1.01% | Reduce |
 ROBLOX CORP CL ARBLX |
| 1.22% | 1.36% | $19.1M | 350,901 | $17.8M | 315,560 | +35,341+11.20% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.18% | 1.34% | $18.6M | 73,076 | $17.6M | 71,968 | +1,108+1.54% | Add |
 MERCK & CO INCMRK |
| 1.17% | 1.31% | $18.3M | 142,780 | $17.3M | 143,523 | -743-0.52% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.16% | 1.02% | $18.2M | 91,035 | $13.4M | 76,878 | +14,157+18.41% | Add |
 CISCO SYS INCCSCO |
| 1.15% | 0.96% | $18.1M | 153,726 | $12.7M | 163,071 | -9,345-5.73% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 1.13% | 1.05% | $17.7M | 178,017 | $13.8M | 177,719 | +298+0.17% | Add |
| TTERADYNE INCTER |
| 1.06% | 1.88% | $16.6M | 34,353 | $24.7M | 83,423 | -49,070-58.82% | Reduce |
 META PLATFORMS INCMETA |
| 1.02% | 1.08% | $15.9M | 28,277 | $14.2M | 24,815 | +3,462+13.95% | Add |
| BBEAM THERAPEUTICS INCBEAM |
| 1% | 0.88% | $15.6M | 455,954 | $11.6M | 488,417 | -32,463-6.65% | Reduce |
| 110X GENOMICS INCTXG |
| 0.99% | 0.87% | $15.5M | 404,351 | $11.5M | 542,757 | -138,406-25.50% | Reduce |
 BROADCOM INCAVGO |
| 0.95% | 1.05% | $15.0M | 39,601 | $13.8M | 44,576 | -4,975-11.16% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.95% | 0.66% | $14.9M | 19,586 | $8.7M | 22,259 | -2,673-12.01% | Reduce |
 PEPSICO INCPEP |
| 0.88% | 1.04% | $13.7M | 101,361 | $13.7M | 88,072 | +13,289+15.09% | Add |
 VISA INCV |
| 0.86% | 0.82% | $13.5M | 39,235 | $10.9M | 35,935 | +3,300+9.18% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.85% | 0.73% | $13.3M | 47,314 | $9.6M | 48,812 | -1,498-3.07% | Reduce |
 CLOUDFLARE INCNET |
| 0.84% | 0.9% | $13.2M | 53,964 | $11.8M | 57,212 | -3,248-5.68% | Reduce |
| IINTELLIA THERAPEUTICS INCNTLA |
| 0.84% | 0.71% | $13.2M | 777,948 | $9.3M | 724,286 | +53,662+7.41% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.84% | 1.07% | $13.1M | 262,971 | $14.1M | 199,951 | +63,020+31.52% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.81% | 0.69% | $12.6M | 117,571 | $9.1M | 92,243 | +25,328+27.46% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.8% | 0.72% | $12.6M | 218,214 | $9.5M | 164,072 | +54,142+33.00% | Add |
 STRYKER CORPORATIONSYK |
| 0.77% | 0.7% | $12.0M | 38,144 | $9.3M | 28,194 | +9,950+35.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.76% | 0.59% | $12.0M | 28,839 | $7.8M | 28,839 | 00.00% | Unchanged |
 METLIFE INC COMMET |
| 0.73% | 0.68% | $11.4M | 134,596 | $9.0M | 126,699 | +7,897+6.23% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.72% | — | $11.3M | 51,047 | $0 | 0 | +51,047 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.71% | 0.75% | $11.1M | 32,837 | $9.9M | 32,837 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.68% | 0.74% | $10.7M | 111,100 | $9.7M | 100,900 | +10,200+10.11% | Add |
 BLOCK INCXYZ |
| 0.68% | 0.65% | $10.7M | 140,511 | $8.5M | 141,238 | -727-0.51% | Reduce |
 LINDE PLCLIN |
| 0.66% | 0.07% | $10.3M | 19,869 | $906,745 | 1,829 | +18,040+986.33% | Add |
 MCDONALDS CORPMCD |
| 0.65% | 0.75% | $10.3M | 37,930 | $9.9M | 31,860 | +6,070+19.05% | Add |
| CCRH PLCCRH |
| 0.65% | — | $10.2M | 95,562 | $0 | 0 | +95,562 | New Buy |
 COINBASE GLOBALCOIN |
| 0.64% | 0.85% | $10.0M | 68,738 | $11.2M | 64,245 | +4,493+6.99% | Add |
 EATON CORP PLCETN |
| 0.64% | 0.66% | $10.0M | 23,495 | $8.7M | 24,349 | -854-3.51% | Reduce |
 LOWES COS INC COMLOW |
| 0.64% | 0.61% | $10.0M | 45,310 | $8.1M | 34,110 | +11,200+32.83% | Add |
