 NVIDIA CORPORATIONNVDA |
| 5.24% | 4.86% | $673.5M | 3.4M | $524.3M | 3.1M | +302,648+9.63% | Add |
 APPLE INCAAPL |
| 4.34% | 4.29% | $558.6M | 2.0M | $463.3M | 1.9M | +104,591+5.59% | Add |
 MICROSOFT CORPMSFT |
| 3.98% | 3.64% | $512.1M | 1.4M | $392.3M | 1.1M | +298,989+27.49% | Add |
 ALPHABET INCGOOGL |
| 3.72% | 3.38% | $478.0M | 1.4M | $365.0M | 1.3M | +54,833+4.16% | Add |
 BROADCOM INCAVGO |
| 2.94% | 1.79% | $377.9M | 1.0M | $193.2M | 657,035 | +357,900+54.47% | Add |
 LAM RESEARCH CORPLRCX |
| 2.07% | 1.67% | $266.2M | 641,871 | $179.8M | 870,675 | -228,804-26.28% | Reduce |
 AMAZON COM INCAMZN |
| 1.85% | 1.61% | $237.6M | 1.0M | $174.2M | 855,216 | +148,417+17.35% | Add |
 VISA INCV |
| 1.71% | 1.52% | $219.6M | 649,134 | $164.3M | 547,243 | +101,891+18.62% | Add |
 KLA CORPKLAC |
| 1.63% | 1.22% | $209.9M | 731,834 | $132.1M | 92,644 | +639,190+689.94% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.6% | 0.58% | $206.1M | 179,762 | $63.0M | 195,715 | -15,953-8.15% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.6% | 0.94% | $205.5M | 625,637 | $101.6M | 358,880 | +266,757+74.33% | Add |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.26% | $200.3M | 570,148 | $135.6M | 496,287 | +73,861+14.88% | Add |
| IISHARES GOLD TRIAU |
| 1.54% | 2.09% | $198.1M | 2.6M | $225.5M | 2.7M | -32,000-1.20% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.32% | 0.81% | $169.3M | 247,188 | $87.0M | 266,403 | -19,215-7.21% | Reduce |
 META PLATFORMS INCMETA |
| 1.25% | 1.72% | $160.8M | 286,019 | $185.6M | 340,753 | -54,734-16.06% | Reduce |
 ELI LILLY & COLLY |
| 1.24% | 0.83% | $159.3M | 130,143 | $89.2M | 100,859 | +29,284+29.03% | Add |
 TJX COS INC NEWTJX |
| 1.24% | 1.55% | $159.2M | 1.0M | $167.5M | 1.1M | -17,400-1.63% | Reduce |
 NETFLIX INCNFLX |
| 1.06% | 1.26% | $136.9M | 1.9M | $135.7M | 1.4M | +428,539+29.70% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 0.71% | $133.7M | 347,501 | $76.5M | 383,261 | -35,760-9.33% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.04% | 1.14% | $133.4M | 519,951 | $123.5M | 508,724 | +11,227+2.21% | Add |
 CISCO SYS INCCSCO |
| 1.03% | 1.12% | $132.9M | 1.2M | $121.1M | 1.6M | -338,267-21.66% | Reduce |
 AUTODESK INCADSK |
| 0.86% | 0.79% | $110.3M | 565,616 | $84.7M | 358,341 | +207,275+57.84% | Add |
| SSPDR GOLD TRGLD |
| 0.75% | 0.72% | $96.5M | 262,000 | $77.5M | 187,000 | +75,000+40.11% | Add |
 PALO ALTOPANW |
| 0.74% | 0.36% | $95.4M | 289,615 | $39.2M | 254,597 | +35,018+13.75% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.73% | 0.75% | $94.0M | 206,836 | $80.6M | 255,013 | -48,177-18.89% | Reduce |
 INTEL CORPINTC |
| 0.71% | 0.33% | $91.2M | 965,254 | $35.3M | 826,100 | +139,154+16.84% | Add |
 GUARDANT HEALTH INCGH |
| 0.69% | 0.65% | $88.8M | 577,313 | $70.3M | 815,917 | -238,604-29.24% | Reduce |
 WELLTOWER INC COMWELL |
| 0.69% | 0.76% | $88.3M | 387,949 | $82.3M | 420,913 | -32,964-7.83% | Reduce |
 COCA COLA COKO |
| 0.68% | 0.47% | $86.8M | 1.1M | $51.0M | 669,692 | +381,076+56.90% | Add |
 AGIOS PHARMACEUTICALS INCAGIO |
| 0.64% | 0.74% | $82.0M | 2.2M | $80.1M | 2.7M | -550,000-20.33% | Reduce |
 GE VERNOVA INCGEV |
| 0.64% | 0.54% | $81.8M | 74,577 | $58.7M | 71,794 | +2,783+3.88% | Add |
 WABTECWAB |
| 0.62% | 0.53% | $80.1M | 298,115 | $57.2M | 239,913 | +58,202+24.26% | Add |
 ARISTA NETWORKS INCANET |
| 0.6% | 0.5% | $76.9M | 470,690 | $54.2M | 466,018 | +4,672+1.00% | Add |
 MERCK & CO INCMRK |
| 0.57% | 0.43% | $73.9M | 571,075 | $46.3M | 390,856 | +180,219+46.11% | Add |
 PROGRESSIVE CORPPGR |
| 0.56% | 1.03% | $72.3M | 329,043 | $110.6M | 549,733 | -220,690-40.14% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.55% | 0.28% | $71.3M | 195,534 | $30.4M | 113,650 | +81,884+72.05% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.55% | 0.28% | $70.5M | 95,416 | $29.9M | 78,818 | +16,598+21.06% | Add |
 ORACLE CORPORCL |
| 0.55% | 0.55% | $70.4M | 471,452 | $59.1M | 410,856 | +60,596+14.75% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.54% | 0.66% | $69.9M | 361,050 | $71.1M | 371,480 | -10,430-2.81% | Reduce |
| NNEXTPOWER INCNXT |
| 0.54% | 0.7% | $69.2M | 626,883 | $76.0M | 672,633 | -45,750-6.80% | Reduce |
 ABBVIE INCABBV |
| 0.53% | 0.59% | $67.9M | 267,697 | $63.2M | 296,647 | -28,950-9.76% | Reduce |
 TAPESTRY INCTPR |
| 0.51% | 0.79% | $65.0M | 443,400 | $85.1M | 621,400 | -178,000-28.64% | Reduce |
 HA SUSTAINABLE INFRA REIHASI |
| 0.49% | 0.73% | $63.0M | 1.6M | $79.0M | 2.2M | -585,925-26.67% | Reduce |
 ORMAT TECHNOLOGIES INCORA |
| 0.47% | 0.35% | $60.9M | 551,738 | $38.2M | 348,753 | +202,985+58.20% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.4% | $58.8M | 57,416 | $43.4M | 53,757 | +3,659+6.81% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.46% | 0.01% | $58.7M | 1.4M | $1.1M | 21,300 | +1.4M+6,461.03% | Add |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 0.45% | 0.75% | $58.1M | 110,210 | $81.0M | 160,210 | -50,000-31.21% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.44% | 0.17% | $56.3M | 197,114 | $18.8M | 100,592 | +96,522+95.95% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.43% | 0.19% | $55.0M | 197,824 | $20.3M | 231,596 | -33,772-14.58% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.42% | 0.69% | $53.8M | 426,561 | $74.8M | 547,833 | -121,272-22.14% | Reduce |
