 NVIDIA CORPORATIONNVDA |
| 2.61% | 2.5% | $7.48B | 37.8M | $5.46B | 32.1M | +5.7M+17.76% | Add |
 APPLE INCAAPL |
| 1.75% | 1.66% | $5.01B | 17.6M | $3.63B | 14.6M | +3.0M+20.33% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.54% | 0.67% | $4.43B | 3.8M | $1.47B | 4.5M | -689,687-15.25% | Reduce |
 MICROSOFT CORPMSFT |
| 1.49% | 1.69% | $4.26B | 11.5M | $3.68B | 10.0M | +1.4M+14.32% | Add |
 AMAZON COM INCAMZN |
| 0.99% | 0.9% | $2.84B | 11.9M | $1.96B | 9.5M | +2.5M+25.93% | Add |
 BROADCOM INCAVGO |
| 0.88% | 0.85% | $2.52B | 6.7M | $1.87B | 6.2M | +497,873+8.05% | Add |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.68% | $2.24B | 6.3M | $1.50B | 5.2M | +1.1M+21.79% | Add |
 ALPHABET INCGOOGL |
| 0.73% | 0.74% | $2.11B | 6.0M | $1.62B | 5.8M | +221,754+3.84% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.73% | 0.68% | $2.08B | 1.1M | $1.49B | 1.1M | -57,213-5.13% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.65% | 0.42% | $1.88B | 2.9M | $913.0M | 3.5M | -518,617-14.99% | Reduce |
 CENTENE CORP DEL COMCNC |
| 0.64% | 0.5% | $1.84B | 28.7M | $1.09B | 33.6M | -4.9M-14.68% | Reduce |
 GE VERNOVA INCGEV |
| 0.6% | 0.58% | $1.71B | 1.5M | $1.27B | 1.5M | +40,792+2.75% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.55% | 0.82% | $1.58B | 27.4M | $1.80B | 29.6M | -2.3M-7.67% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.53% | 0.46% | $1.52B | 10.6M | $997.4M | 8.0M | +2.6M+32.80% | Add |
 LAM RESEARCH CORPLRCX |
| 0.53% | 0.33% | $1.51B | 3.5M | $724.3M | 3.5M | +33,301+0.96% | Add |
 INTEL CORPINTC |
| 0.51% | 0.22% | $1.47B | 10.7M | $487.4M | 11.5M | -727,525-6.34% | Reduce |
 PG&E CORPPCG |
| 0.51% | 0.69% | $1.45B | 86.3M | $1.50B | 86.2M | +49,408+0.06% | Add |
 GE AEROSPACEGE |
| 0.49% | 0.51% | $1.40B | 3.7M | $1.10B | 3.9M | -206,932-5.24% | Reduce |
 EDISON INTLEIX |
| 0.49% | 0.69% | $1.39B | 18.7M | $1.51B | 20.8M | -2.1M-10.29% | Reduce |
 CHUBB LIMITEDCB |
| 0.48% | 0.57% | $1.36B | 4.0M | $1.25B | 3.8M | +162,321+4.23% | Add |
 FORTINET INCFTNT |
| 0.46% | 0.29% | $1.33B | 8.7M | $627.9M | 7.8M | +901,797+11.60% | Add |
 VERISIGN INCVRSN |
| 0.43% | 0.43% | $1.25B | 4.9M | $931.9M | 3.8M | +1.2M+31.91% | Add |
 ELI LILLY & COLLY |
| 0.43% | 0.36% | $1.24B | 1.0M | $785.7M | 855,420 | +180,185+21.06% | Add |
 TESLA INCTSLA |
| 0.43% | 0.38% | $1.24B | 3.0M | $823.3M | 2.3M | +748,559+33.13% | Add |
 META PLATFORMS INCMETA |
| 0.42% | 0.48% | $1.21B | 2.2M | $1.04B | 1.9M | +296,406+15.83% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.42% | 0.18% | $1.20B | 1.2M | $384.0M | 1.0M | +244,332+24.41% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.42% | 0.36% | $1.19B | 2.4M | $786.9M | 1.6M | +737,652+44.92% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 0.41% | 0.39% | $1.18B | 4.2M | $846.8M | 4.1M | +105,304+2.60% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.41% | 0.47% | $1.17B | 1.3M | $1.02B | 1.0M | +226,089+22.00% | Add |
| TTERADYNE INCTER |
| 0.4% | 0.29% | $1.14B | 2.4M | $629.5M | 2.2M | +233,416+10.69% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.39% | 0.34% | $1.11B | 4.4M | $740.9M | 4.9M | -482,042-9.81% | Reduce |
 GENERAL MTRS COGM |
| 0.38% | 0.47% | $1.08B | 14.0M | $1.03B | 13.9M | +84,639+0.61% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.37% | 0.3% | $1.06B | 5.3M | $656.0M | 3.6M | +1.7M+45.87% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.36% | 0.42% | $1.04B | 4.2M | $913.9M | 4.4M | -216,513-4.88% | Reduce |
 MERCK & CO INCMRK |
| 0.36% | 0.48% | $1.04B | 8.1M | $1.04B | 8.6M | -494,224-5.73% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.35% | 0.44% | $1.00B | 5.9M | $950.2M | 8.0M | -2.0M-25.39% | Reduce |
 TECHNIPFMC PLC COMFTI |
| 0.34% | 0.56% | $972.5M | 14.7M | $1.23B | 17.8M | -3.1M-17.54% | Reduce |
 TJX COS INC NEWTJX |
| 0.34% | 0.44% | $970.8M | 6.5M | $951.8M | 6.0M | +441,801+7.31% | Add |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.34% | 0.24% | $967.3M | 9.3M | $533.9M | 7.5M | +1.8M+23.82% | Add |
| SSANDISK CORP COMSNDK |
| 0.34% | 0.19% | $965.3M | 445,251 | $419.9M | 693,789 | -248,538-35.82% | Reduce |
 TRAVELERS COSTRV |
| 0.33% | 0.33% | $936.8M | 2.8M | $717.1M | 2.5M | +379,342+15.43% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.33% | 0.09% | $936.8M | 1.7M | $197.0M | 980,948 | +700,489+71.41% | Add |
 JPMORGAN CHASE & COJPM |
| 0.32% | 0.22% | $930.3M | 2.8M | $473.3M | 1.6M | +1.2M+74.37% | Add |
 CHEVRON CORPORATIONCVX |
| 0.32% | 0.14% | $912.1M | 5.5M | $308.9M | 1.5M | +4.0M+268.60% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.32% | 0.6% | $909.1M | 5.1M | $1.32B | 318,539 | +4.8M+1,501.22% | Add |
| NNUTANIX INCNTNX |
| 0.31% | 0.26% | $901.2M | 17.8M | $576.0M | 15.2M | +2.6M+17.32% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.31% | 0.13% | $900.2M | 1.5M | $284.5M | 724,420 | +735,006+101.46% | Add |
 WELLS FARGO CO NEWWFC |
| 0.31% | 0.1% | $888.4M | 10.7M | $226.6M | 2.9M | +7.9M+274.04% | Add |
 CUMMINS INCCMI |
| 0.31% | 0.23% | $884.8M | 1.3M | $511.1M | 966,996 | +295,663+30.58% | Add |
 VERTIV HOLDINGS COVRT |
| 0.3% | 0.3% | $858.2M | 2.7M | $655.1M | 2.7M | +13,923+0.52% | Add |
