 ALPHABET INCGOOGL |
| 5.49% | 4.25% | $173.7M | 486,052 | $121.5M | 422,351 | +63,701+15.08% | Add |
 APPLE INCAAPL |
| 5.04% | 4.96% | $159.6M | 551,555 | $141.8M | 558,877 | -7,322-1.31% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.74% | 3.94% | $118.3M | 591,189 | $112.6M | 645,750 | -54,561-8.45% | Reduce |
 AMAZON COM INCAMZN |
| 3.63% | 4.18% | $115.0M | 482,322 | $119.5M | 573,759 | -91,437-15.94% | Reduce |
 MICROSOFT CORPMSFT |
| 3.05% | 5.45% | $96.6M | 258,918 | $155.6M | 420,418 | -161,500-38.41% | Reduce |
 BROADCOM INCAVGO |
| 2.45% | 2.45% | $77.7M | 205,568 | $69.9M | 225,880 | -20,312-8.99% | Reduce |
 CAMECO CORPCCJ |
| 2.04% | 2.25% | $64.7M | 636,145 | $64.4M | 592,764 | +43,381+7.32% | Add |
 WALMART INCWMT |
| 1.91% | 2.27% | $60.4M | 533,610 | $64.9M | 521,910 | +11,700+2.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.84% | 0.64% | $58.1M | 100,044 | $18.3M | 89,800 | +10,244+11.41% | Add |
 VISA INCV |
| 1.76% | 1.43% | $55.8M | 162,583 | $40.8M | 135,057 | +27,526+20.38% | Add |
 WASTE MGMT INC DELWM |
| 1.76% | 1.86% | $55.6M | 249,504 | $53.2M | 231,703 | +17,801+7.68% | Add |
| BBANK OF AMER CORPBAC |
| 1.75% | 1.66% | $55.3M | 969,925 | $47.5M | 975,085 | -5,160-0.53% | Reduce |
 PALO ALTOPANW |
| 1.59% | 1.11% | $50.5M | 148,000 | $31.7M | 197,900 | -49,900-25.21% | Reduce |
 EMERSON ELEC COEMR |
| 1.52% | 1.39% | $48.1M | 336,199 | $39.6M | 302,599 | +33,600+11.10% | Add |
 GE VERNOVA INCGEV |
| 1.42% | 1.44% | $45.0M | 38,335 | $41.3M | 47,275 | -8,940-18.91% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.41% | 0.51% | $44.8M | 119,276 | $14.5M | 52,328 | +66,948+127.94% | Add |
 TELEDYNE TECHNOLOGIES INCTDY |
| 1.39% | 1.05% | $43.9M | 65,817 | $29.9M | 49,357 | +16,460+33.35% | Add |
 ELI LILLY & COLLY |
| 1.36% | 0.94% | $43.2M | 36,010 | $26.8M | 29,140 | +6,870+23.58% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.36% | 1.27% | $43.2M | 123,332 | $36.4M | 128,788 | -5,456-4.24% | Reduce |
 FRANCO NEV CORPFNV |
| 1.33% | 1.76% | $42.2M | 203,057 | $50.4M | 203,857 | -800-0.39% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.32% | 1.69% | $41.9M | 83,545 | $48.3M | 98,185 | -14,640-14.91% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.28% | 0.86% | $40.6M | 56,109 | $24.5M | 71,700 | -15,591-21.74% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 1.27% | 1.46% | $40.2M | 305,293 | $41.8M | 307,467 | -2,174-0.71% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.22% | 1.19% | $38.8M | 97,600 | $33.9M | 106,680 | -9,080-8.51% | Reduce |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.22% | 0.64% | $38.7M | 436,472 | $18.3M | 240,172 | +196,300+81.73% | Add |
 AMERICAN EXPRESS COAXP |
| 1.19% | 1.13% | $37.7M | 111,470 | $32.4M | 107,080 | +4,390+4.10% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.18% | 1.09% | $37.3M | 138,557 | $31.3M | 135,729 | +2,828+2.08% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.16% | 1.33% | $36.6M | 125,990 | $38.0M | 110,180 | +15,810+14.35% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.12% | 1.37% | $35.4M | 89,061 | $39.1M | 84,875 | +4,186+4.93% | Add |
 COCA COLA COKO |
| 1.11% | 1.17% | $35.1M | 432,380 | $33.3M | 438,480 | -6,100-1.39% | Reduce |
 TJX COS INC NEWTJX |
| 1.09% | 1.28% | $34.5M | 227,955 | $36.5M | 228,813 | -858-0.37% | Reduce |
 NETFLIX INCNFLX |
| 1.06% | 1.6% | $33.5M | 468,768 | $45.6M | 474,460 | -5,692-1.20% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.04% | — | $32.9M | 28,480 | $0 | 0 | +28,480 | New Buy |
 MARRIOTT INTL INC NEWMAR |
| 0.96% | 1.01% | $30.5M | 82,270 | $29.0M | 88,618 | -6,348-7.16% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.94% | 0.27% | $29.7M | 343,359 | $7.9M | 99,934 | +243,425+243.59% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.92% | 0.74% | $29.0M | 58,609 | $21.0M | 58,609 | 00.00% | Unchanged |
 HUBBELL INCHUBB |
| 0.84% | 0.84% | $26.5M | 50,720 | $23.9M | 48,700 | +2,020+4.15% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.83% | 0.84% | $26.4M | 26,940 | $24.0M | 26,852 | +88+0.33% | Add |
 MORGAN STANLEYMS |
| 0.79% | 0.68% | $25.1M | 119,970 | $19.3M | 117,570 | +2,400+2.04% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.78% | 0.38% | $24.8M | 196,020 | $11.0M | 78,800 | +117,220+148.76% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.78% | 0.54% | $24.7M | 268,042 | $15.5M | 168,162 | +99,880+59.40% | Add |
 CHENIERE ENERGY INCLNG |
| 0.78% | 0.39% | $24.6M | 102,980 | $11.0M | 38,780 | +64,200+165.55% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.74% | 0.85% | $23.6M | 121,128 | $24.3M | 118,959 | +2,169+1.82% | Add |
| MMOOG INCMOG/A |
| 0.73% | 0.34% | $23.0M | 54,215 | $9.7M | 33,300 | +20,915+62.81% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.73% | 0.9% | $23.0M | 92,421 | $25.8M | 92,421 | 00.00% | Unchanged |
 CMS ENERGY CORP COMCMS |
| 0.72% | 0.8% | $22.7M | 297,150 | $22.7M | 293,100 | +4,050+1.38% | Add |
 XYLEM INCXYL |
| 0.71% | 1.03% | $22.5M | 190,012 | $29.4M | 246,193 | -56,181-22.82% | Reduce |
 CURTISS WRIGHT CORPCW |
| 0.7% | 0.75% | $22.1M | 29,199 | $21.5M | 31,581 | -2,382-7.54% | Reduce |
 AMPHENOL CORPAPH |
| 0.67% | 0.56% | $21.3M | 120,537 | $16.1M | 127,136 | -6,599-5.19% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.65% | 0.65% | $20.7M | 63,265 | $18.6M | 63,265 | 00.00% | Unchanged |
