 NVIDIA CORPORATIONNVDA |
| 8.64% | 8.49% | $942.0M | 4.7M | $830.4M | 4.8M | -53,559-1.12% | Reduce |
 MICROSOFT CORPMSFT |
| 6.68% | 7.35% | $727.7M | 2.0M | $719.0M | 1.9M | +8,346+0.43% | Add |
 AMAZON COM INCAMZN |
| 5.68% | 5.54% | $619.6M | 2.6M | $542.1M | 2.6M | -3,471-0.13% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.46% | 4.72% | $594.8M | 1.7M | $462.3M | 1.6M | +71,829+4.46% | Add |
 ELI LILLY & COLLY |
| 3.54% | 3.07% | $386.4M | 322,129 | $300.1M | 326,306 | -4,177-1.28% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 3.19% | 2.5% | $348.2M | 2.1M | $244.4M | 2.1M | -13,607-0.66% | Reduce |
 APPLE INCAAPL |
| 3.02% | 3.13% | $329.4M | 1.1M | $306.7M | 1.2M | -69,950-5.79% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.77% | 3.17% | $302.3M | 923,550 | $310.1M | 1.1M | -130,647-12.39% | Reduce |
 VISA INCV |
| 2.68% | 2.6% | $292.3M | 852,050 | $254.2M | 840,917 | +11,133+1.32% | Add |
 GRACO INCGGG |
| 2.63% | 3.3% | $287.1M | 3.8M | $323.0M | 3.8M | -18,233-0.48% | Reduce |
 LITTELFUSE INCLFUS |
| 2.52% | 2.51% | $274.2M | 602,104 | $245.9M | 724,710 | -122,606-16.92% | Reduce |
 TORO COTTC |
| 2.39% | 2.6% | $260.7M | 2.7M | $254.1M | 2.7M | -42,509-1.56% | Reduce |
| EENTEGRIS INCENTG |
| 2.15% | 1.61% | $234.1M | 1.3M | $157.5M | 1.3M | -41,464-3.09% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.14% | 2.05% | $232.7M | 559,951 | $200.5M | 741,083 | -181,132-24.44% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.09% | 1.68% | $227.4M | 476,245 | $164.3M | 486,253 | -10,008-2.06% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.08% | 2.4% | $226.3M | 544,876 | $234.7M | 540,732 | +4,144+0.77% | Add |
 ECOLAB INCECL |
| 1.99% | 2.07% | $216.6M | 777,541 | $202.7M | 761,818 | +15,723+2.06% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 1.92% | 2.26% | $208.8M | 1.8M | $221.2M | 1.9M | -122,780-6.43% | Reduce |
 PALO ALTOPANW |
| 1.88% | 0.87% | $204.6M | 599,841 | $85.4M | 532,679 | +67,162+12.61% | Add |
 ALLIANT ENERGY CORP COMLNT |
| 1.86% | 2.12% | $202.8M | 2.7M | $207.3M | 2.9M | -231,147-8.00% | Reduce |
 BIO-TECHNE CORPTECH |
| 1.75% | 1.47% | $190.8M | 2.7M | $143.7M | 2.8M | -49,584-1.80% | Reduce |
 META PLATFORMS INCMETA |
| 1.72% | 1.9% | $187.5M | 332,871 | $185.7M | 324,625 | +8,246+2.54% | Add |
| FFASTENAL CO COMFAST |
| 1.71% | 1.86% | $185.9M | 3.9M | $182.0M | 3.9M | -51,551-1.31% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.39% | 1.43% | $151.7M | 440,586 | $140.3M | 437,760 | +2,826+0.65% | Add |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.33% | 1.44% | $145.2M | 770,708 | $140.9M | 848,203 | -77,495-9.14% | Reduce |
 FULLER H B COFUL |
| 1.3% | 1.49% | $141.9M | 2.4M | $145.7M | 2.4M | +73,551+3.11% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.28% | 1.7% | $139.4M | 3.3M | $166.4M | 3.3M | -23,586-0.71% | Reduce |
 WASTE MGMT INC DELWM |
| 1.21% | 0.94% | $131.7M | 591,025 | $91.5M | 398,240 | +192,785+48.41% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.17% | 1.04% | $127.6M | 257,811 | $101.8M | 283,553 | -25,742-9.08% | Reduce |
| FFISERV INCFISV |
| 1.03% | 1.23% | $112.5M | 2.3M | $120.1M | 2.2M | +140,176+6.51% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.99% | 1.44% | $107.4M | 423,010 | $141.2M | 577,590 | -154,580-26.76% | Reduce |
 AMERIPRISE FINL INCAMP |
| 0.9% | 0.89% | $98.2M | 214,056 | $87.6M | 197,047 | +17,009+8.63% | Add |
| CCOGNEX CORPCGNX |
| 0.87% | 0.61% | $94.7M | 1.3M | $60.0M | 1.2M | +83,981+6.86% | Add |
 HORMEL FOODS CORPHRL |
| 0.77% | 0.79% | $84.3M | 3.4M | $77.4M | 3.4M | -19,912-0.58% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.66% | 0.71% | $72.4M | 91,125 | $69.8M | 95,937 | -4,812-5.02% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.66% | 1.11% | $72.1M | 872,186 | $108.7M | 1.4M | -493,690-36.14% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.66% | — | $71.5M | 311,539 | $0 | 0 | +311,539 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.61% | 0.76% | $66.2M | 729,358 | $74.1M | 721,778 | +7,580+1.05% | Add |
 TEXAS INSTRS INCTXN |
| 0.59% | 0.46% | $64.8M | 217,453 | $44.9M | 231,151 | -13,698-5.93% | Reduce |
| TTENNANT COTNC |
| 0.55% | 0.55% | $59.7M | 681,800 | $53.4M | 803,464 | -121,664-15.14% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.53% | 0.47% | $58.2M | 146,459 | $46.0M | 99,885 | +46,574+46.63% | Add |
 3M CO COMMMM |
| 0.52% | 0.52% | $56.6M | 349,350 | $51.1M | 351,848 | -2,498-0.71% | Reduce |
 HOME DEPOT INCHD |
| 0.49% | 0.52% | $53.8M | 152,452 | $50.5M | 153,398 | -946-0.62% | Reduce |
 TRAVELERS COSTRV |
| 0.47% | 0.42% | $51.7M | 156,482 | $41.5M | 142,414 | +14,068+9.88% | Add |
 AMERICAN EXPRESS COAXP |
| 0.45% | 0.46% | $49.3M | 145,612 | $45.0M | 148,821 | -3,209-2.16% | Reduce |
 IDACORP INCIDA |
| 0.43% | 0.44% | $46.9M | 309,970 | $43.1M | 301,377 | +8,593+2.85% | Add |
 MEDPACE HLDGS INCMEDP |
| 0.42% | 0.42% | $45.9M | 86,715 | $41.2M | 85,720 | +995+1.16% | Add |
 CME GROUP INCCME |
| 0.4% | — | $43.2M | 195,585 | $0 | 0 | +195,585 | New Buy |
 DONALDSON INCDCI |
| 0.38% | 0.43% | $41.6M | 463,717 | $42.4M | 499,374 | -35,657-7.14% | Reduce |
| WWORKIVA INCWK |
| 0.37% | 0.44% | $40.2M | 829,491 | $42.7M | 715,640 | +113,851+15.91% | Add |
