 NVIDIA CORPORATIONNVDA |
| 9.27% | 8.22% | $944.5M | 4.7M | $845.8M | 4.8M | -129,368-2.67% | Reduce |
| AAlphabet Inc Class CGOOG |
| 7.38% | 5.27% | $752.5M | 2.1M | $542.9M | 1.9M | +237,143+12.53% | Add |
 MICROSOFT CORPMSFT |
| 5.51% | 5.64% | $561.4M | 1.5M | $580.8M | 1.6M | -63,990-4.08% | Reduce |
 AMAZON COM INCAMZN |
| 5.34% | 6.62% | $543.7M | 2.3M | $681.3M | 3.3M | -989,912-30.26% | Reduce |
 APPLE INCAAPL |
| 4.96% | 3.76% | $505.6M | 1.7M | $387.2M | 1.5M | +221,682+14.53% | Add |
 VISA INCV |
| 4.86% | 5.14% | $495.0M | 1.4M | $529.0M | 1.8M | -307,429-17.57% | Reduce |
 BROADCOM INCAVGO |
| 4.73% | 4.4% | $481.8M | 1.3M | $452.7M | 1.5M | -187,151-12.80% | Reduce |
 WASTE MGMT INC DELWM |
| 4.51% | 4.51% | $459.5M | 2.1M | $464.6M | 2.0M | +39,949+1.98% | Add |
 YUM BRANDS INC COMYUM |
| 3.92% | 3.41% | $399.3M | 2.5M | $351.4M | 2.3M | +237,637+10.51% | Add |
 EQUINIX INCEQIX |
| 3.55% | — | $361.6M | 346,868 | $0 | 0 | +346,868 | New Buy |
 SYNOPSYS INCSNPS |
| 3.53% | 3.47% | $360.1M | 807,346 | $357.2M | 900,987 | -93,641-10.39% | Reduce |
 META PLATFORMS INCMETA |
| 3.38% | 3.87% | $344.7M | 611,981 | $398.9M | 697,191 | -85,210-12.22% | Reduce |
 AMERICAN EXPRESS COAXP |
| 3.28% | 3.3% | $334.0M | 987,506 | $339.4M | 1.1M | -134,508-11.99% | Reduce |
 NETFLIX INCNFLX |
| 2.85% | — | $290.1M | 4.1M | $0 | 0 | +4.1M | New Buy |
 DANAHER CORP DEL COMDHR |
| 2.78% | 3.01% | $282.9M | 1.5M | $310.3M | 1.6M | -151,084-9.23% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.76% | 3.98% | $281.4M | 3.2M | $409.8M | 5.2M | -2.0M-37.68% | Reduce |
 S&P GLOBAL INCSPGI |
| 2.65% | 3.13% | $270.1M | 663,329 | $322.1M | 757,297 | -93,968-12.41% | Reduce |
 WW GRAINGER INCGWW |
| 2.62% | 2.23% | $266.7M | 196,046 | $230.1M | 210,918 | -14,872-7.05% | Reduce |
 ECOLAB INCECL |
| 2.54% | 2.19% | $258.5M | 927,791 | $225.4M | 847,258 | +80,533+9.51% | Add |
 SALESFORCE INCCRM |
| 2.31% | 3.16% | $235.7M | 1.5M | $324.9M | 1.7M | -235,712-13.54% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 2.29% | 2.43% | $233.6M | 6.9M | $250.3M | 7.8M | -946,996-12.11% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.91% | 1.83% | $195.1M | 379,868 | $188.1M | 376,414 | +3,454+0.92% | Add |
 ARISTA NETWORKS INCANET |
| 1.52% | — | $154.4M | 909,167 | $0 | 0 | +909,167 | New Buy |
 COOPER COS INCCOO |
| 1.37% | 1.43% | $139.7M | 1.9M | $146.9M | 2.1M | -106,204-5.17% | Reduce |
 ARM HOLDINGS PLCARM |
| 1.34% | 2.95% | $136.9M | 385,965 | $303.6M | 2.0M | -1.6M-80.77% | Reduce |
 SERVICENOW INCNOW |
| 1.3% | 1.02% | $132.2M | 1.3M | $105.1M | 1.0M | +326,193+32.45% | Add |
 NIKE INCNKE |
| 0.98% | 1.32% | $99.9M | 2.4M | $135.5M | 2.6M | -131,515-5.13% | Reduce |
| HHDFC BANK LTDHDB |
| 0.96% | 1.26% | $98.1M | 3.8M | $130.0M | 5.2M | -1.4M-27.31% | Reduce |
 AON PLC SHS CL AAON |
| 0.79% | 3.3% | $80.4M | 242,284 | $339.5M | 1.1M | -809,521-76.96% | Reduce |
 STERIS PLCSTE |
| 0.78% | 1.18% | $79.0M | 375,237 | $121.0M | 547,179 | -171,942-31.42% | Reduce |
 LINDE PLCLIN |
| 0.77% | 0.12% | $78.7M | 151,670 | $12.2M | 24,524 | +127,146+518.46% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.56% | 0.88% | $56.9M | 33,508 | $90.8M | 52,541 | -19,033-36.23% | Reduce |
 SAP SE SPON ADRSAP |
| 0.53% | 0.79% | $54.2M | 351,771 | $81.2M | 474,104 | -122,333-25.80% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.42% | 0.43% | $43.2M | 90,462 | $44.0M | 130,255 | -39,793-30.55% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.38% | 0.51% | $38.3M | 400,167 | $52.2M | 629,955 | -229,788-36.48% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.19% | 0.33% | $19.1M | 199,370 | $34.3M | 273,486 | -74,116-27.10% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.18% | 0.22% | $18.7M | 310,450 | $23.1M | 405,570 | -95,120-23.45% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.18% | 0.15% | $18.3M | 109,933 | $15.9M | 98,148 | +11,785+12.01% | Add |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.17% | 0.21% | $17.4M | 4.6M | $21.3M | 5.8M | -1.2M-20.71% | Reduce |
 ALCON AG ORD SHSALC |
| 0.15% | 0.81% | $15.1M | 224,494 | $83.0M | 1.1M | -877,577-79.63% | Reduce |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.13% | 0.18% | $13.5M | 105,248 | $18.3M | 165,107 | -59,859-36.25% | Reduce |
 INFOSYS LTDINFY |
| 0.09% | 0.15% | $9.2M | 881,580 | $15.6M | 1.2M | -274,233-23.73% | Reduce |
 SHOPIFY INCSHOP |
| 0.08% | 0.09% | $8.5M | 74,128 | $9.6M | 81,087 | -6,959-8.58% | Reduce |
 XP INCXP |
| 0.08% | 0.13% | $8.0M | 489,754 | $13.3M | 696,489 | -206,735-29.68% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.07% | 0.07% | $6.8M | 14,877 | $7.2M | 14,877 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 0.06% | — | $6.3M | 468,797 | $0 | 0 | +468,797 | New Buy |
| AAdyen Nv Unspon Ads Each Rep 0.01 Ord ShsADYEY |
| <0.01% | 0.03% | $97,233 | 10,444 | $2.9M | 294,848 | -284,404-96.46% | Reduce |
