| AAlphabet Inc Class CGOOG |
| 8.99% | 8.98% | $372.9M | 1.1M | $418.2M | 1.5M | -402,554-27.61% | Reduce |
 LINDE PLCLIN |
| 7.18% | 7.04% | $297.8M | 573,934 | $328.0M | 661,663 | -87,729-13.26% | Reduce |
 VISA INCV |
| 6.61% | 6.36% | $274.3M | 799,358 | $296.4M | 980,570 | -181,212-18.48% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.43% | 4.94% | $266.5M | 558,118 | $230.3M | 681,368 | -123,250-18.09% | Reduce |
 AMAZON COM INCAMZN |
| 6.06% | 5.85% | $251.1M | 1.1M | $272.3M | 1.3M | -253,962-19.42% | Reduce |
 MICROSOFT CORPMSFT |
| 5.78% | 6.32% | $239.6M | 642,401 | $294.2M | 794,890 | -152,489-19.18% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 5.39% | 4.79% | $223.5M | 2.5M | $223.0M | 2.4M | +145,271+6.05% | Add |
 REPUBLIC SVCS INCRSG |
| 5.35% | 4.29% | $221.9M | 1.0M | $200.0M | 913,159 | +128,465+14.07% | Add |
 PARKER-HANNIFIN CORPPH |
| 5.33% | 5.46% | $221.2M | 226,105 | $254.4M | 284,201 | -58,096-20.44% | Reduce |
| HHDFC BANK LTDHDB |
| 4.44% | 3.92% | $184.1M | 7.1M | $182.4M | 7.3M | -205,782-2.81% | Reduce |
 BROADCOM INCAVGO |
| 3.87% | — | $160.5M | 424,815 | $0 | 0 | +424,815 | New Buy |
 S&P GLOBAL INCSPGI |
| 3% | 3.44% | $124.2M | 304,988 | $160.4M | 377,102 | -72,114-19.12% | Reduce |
 PROGRESSIVE CORPPGR |
| 2.91% | 2.93% | $120.7M | 552,443 | $136.3M | 687,769 | -135,326-19.68% | Reduce |
 AON PLC SHS CL AAON |
| 2.57% | 2.77% | $106.5M | 320,935 | $128.9M | 399,312 | -78,377-19.63% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.11% | 1.97% | $87.5M | 51,531 | $91.6M | 52,974 | -1,443-2.72% | Reduce |
 NU HLDGS LTDNU |
| 1.6% | 0.12% | $66.4M | 5.0M | $5.5M | 386,025 | +4.6M+1,188.38% | Add |
 ICICI BANK LIMITEDIBN |
| 1.33% | 1.06% | $55.2M | 1.9M | $49.2M | 1.9M | +825+0.04% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1% | 0.79% | $41.7M | 460,657 | $36.9M | 461,167 | -510-0.11% | Reduce |
 DEXCOM INCDXCM |
| 0.79% | 0.65% | $32.6M | 484,000 | $30.4M | 484,000 | 00.00% | Unchanged |
 NATERA INCNTRA |
| 0.77% | 0.59% | $32.0M | 118,000 | $27.6M | 138,000 | -20,000-14.49% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.75% | 0.77% | $31.1M | 78,311 | $36.1M | 78,311 | 00.00% | Unchanged |
 IONIS PHARMACEUTICALS INCIONS |
| 0.7% | 0.59% | $29.0M | 366,000 | $27.5M | 366,000 | 00.00% | Unchanged |
| GGLAUKOS CORP COMGKOS |
| 0.7% | 0.48% | $29.0M | 207,212 | $22.3M | 207,212 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.68% | 6.24% | $28.3M | 56,477 | $290.8M | 591,542 | -535,065-90.45% | Reduce |
 INSMED INCINSM |
| 0.67% | 0.57% | $27.8M | 261,110 | $26.3M | 161,110 | +100,000+62.07% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.64% | 0.68% | $26.5M | 471,881 | $31.7M | 661,776 | -189,895-28.69% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.61% | 0.41% | $25.1M | 65,000 | $19.0M | 65,000 | 00.00% | Unchanged |
 TRIP COM GROUP LTDTCOM |
| 0.59% | 0.64% | $24.4M | 613,630 | $29.9M | 601,167 | +12,463+2.07% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.55% | 0.44% | $22.9M | 46,057 | $20.6M | 46,057 | 00.00% | Unchanged |
 PENUMBRA INCPEN |
| 0.55% | 0.51% | $22.7M | 72,000 | $23.6M | 72,000 | 00.00% | Unchanged |
 KRYSTAL BIOTECH INCKRYS |
| 0.52% | 0.38% | $21.5M | 57,809 | $17.5M | 67,809 | -10,000-14.75% | Reduce |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 0.51% | 0.35% | $21.1M | 125,000 | $16.5M | 125,000 | 00.00% | Unchanged |
 SERVICE CORP INTLSCI |
| 0.48% | 0.41% | $20.1M | 264,157 | $18.9M | 229,430 | +34,727+15.14% | Add |
 MEDTRONIC PLCMDT |
| 0.48% | 0.47% | $19.9M | 255,000 | $22.1M | 255,000 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 0.46% | 0.34% | $19.0M | 198,560 | $16.0M | 193,607 | +4,953+2.56% | Add |
 SYNOPSYS INCSNPS |
| 0.4% | 0.32% | $16.6M | 37,250 | $14.8M | 37,365 | -115-0.31% | Reduce |
 META PLATFORMS INCMETA |
| 0.38% | 0.39% | $15.9M | 28,283 | $18.3M | 32,045 | -3,762-11.74% | Reduce |
| PPRIVIA HEALTH GROUP INCPRVA |
| 0.38% | 0.27% | $15.7M | 610,000 | $12.5M | 610,000 | 00.00% | Unchanged |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 0.37% | 0.32% | $15.3M | 267,851 | $15.1M | 267,851 | 00.00% | Unchanged |
 INSULET CORPPODD |
| 0.37% | 0.45% | $15.2M | 99,908 | $21.0M | 99,908 | 00.00% | Unchanged |
| NNOVOCURE LTDNVCR |
| 0.36% | 0.23% | $14.7M | 971,784 | $10.6M | 971,784 | 00.00% | Unchanged |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.34% | 0.31% | $14.1M | 83,428 | $14.3M | 83,428 | 00.00% | Unchanged |
 WATERS CORPWAT |
| 0.33% | 0.23% | $13.6M | 36,321 | $10.9M | 36,442 | -121-0.33% | Reduce |
 MSCI INCMSCI |
| 0.33% | 0.28% | $13.5M | 24,132 | $13.0M | 24,208 | -76-0.31% | Reduce |
 ALKERMES PLCALKS |
| 0.32% | 0.19% | $13.1M | 250,000 | $8.8M | 250,000 | 00.00% | Unchanged |
 CLEAN HARBORS INCCLH |
| 0.31% | 0.31% | $12.7M | 42,397 | $14.3M | 49,871 | -7,474-14.99% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.3% | 0.26% | $12.5M | 52,568 | $12.3M | 52,738 | -170-0.32% | Reduce |
 HESAI GROUPHSAI |
| 0.3% | 0.28% | $12.4M | 679,558 | $12.8M | 670,173 | +9,385+1.40% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.29% | 0.24% | $12.0M | 280,000 | $11.3M | 180,000 | +100,000+55.56% | Add |
 RESMED INCRMD |
| 0.28% | 0.27% | $11.7M | 59,987 | $12.6M | 55,939 | +4,048+7.24% | Add |
