 ALPHABET INCGOOGL |
| 4.32% | 4.09% | $328.1M | 917,959 | $283.0M | 984,185 | -66,226-6.73% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.06% | 3.29% | $307.7M | 1.5M | $227.5M | 1.3M | +233,722+17.92% | Add |
 AMAZON COM INCAMZN |
| 3.31% | 2.14% | $251.4M | 1.1M | $147.7M | 708,973 | +345,880+48.79% | Add |
 MICROSOFT CORPMSFT |
| 3.16% | 3.22% | $239.6M | 642,197 | $222.7M | 601,749 | +40,448+6.72% | Add |
 AKAMAI TECHNOLOGIES INCAKAM |
| 2.93% | 4.03% | $222.0M | 1.9M | $278.7M | 2.4M | -548,376-22.60% | Reduce |
 VEEVA SYS INCVEEV |
| 2.75% | 2.76% | $208.9M | 1.2M | $190.6M | 1.1M | +92,488+8.53% | Add |
| BBANK OF AMER CORPBAC |
| 2.32% | 2.17% | $176.2M | 3.1M | $149.9M | 3.1M | +17,763+0.58% | Add |
 BRUKER CORPBRKR |
| 2.24% | 1.75% | $169.9M | 2.8M | $121.2M | 3.4M | -533,672-15.90% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 2.24% | 2.98% | $169.7M | 2.2M | $206.2M | 2.2M | -27,127-1.22% | Reduce |
 SLB LIMITEDSLB |
| 2.07% | 2.72% | $157.2M | 3.4M | $187.9M | 3.7M | -274,931-7.52% | Reduce |
 MATCH GROUP INC NEWMTCH |
| 2.04% | 2.2% | $154.8M | 4.1M | $152.0M | 4.9M | -880,740-17.80% | Reduce |
 ILLUMINA INCILMN |
| 1.71% | 1.37% | $129.8M | 738,165 | $94.6M | 767,379 | -29,214-3.81% | Reduce |
 NETAPP INCNTAP |
| 1.69% | 1.25% | $128.2M | 828,205 | $86.7M | 846,530 | -18,325-2.16% | Reduce |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 1.56% | 1.62% | $118.3M | 22.9M | $112.1M | 18.7M | +4.2M+22.71% | Add |
 JPMORGAN CHASE & COJPM |
| 1.48% | 1.4% | $112.5M | 343,644 | $96.7M | 328,627 | +15,017+4.57% | Add |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.48% | 1.55% | $112.3M | 854,413 | $107.4M | 751,620 | +102,793+13.68% | Add |
| IINVESCO QQQ TRVOO |
| 1.42% | 1.31% | $107.5M | 145,932 | $90.9M | 157,516 | -11,584-7.35% | Reduce |
| BBOOZ ALLEN HAMILTON HLDG CORBAH |
| 1.18% | 1.66% | $89.5M | 1.5M | $114.9M | 1.5M | +2,632+0.18% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.15% | 0.96% | $86.9M | 990,549 | $66.5M | 715,720 | +274,829+38.40% | Add |
 APPLE INCAAPL |
| 1.13% | 0.95% | $85.8M | 296,604 | $65.8M | 259,351 | +37,253+14.36% | Add |
 IQVIA HLDGS INCIQV |
| 1.05% | 0.81% | $79.5M | 411,578 | $56.2M | 329,393 | +82,185+24.95% | Add |
 DATADOG INCDDOG |
| 1.04% | 0.62% | $79.1M | 303,851 | $42.8M | 362,205 | -58,354-16.11% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.01% | 1.13% | $76.8M | 411,773 | $78.1M | 401,553 | +10,220+2.55% | Add |
 HOME DEPOT INCHD |
| 0.94% | 0.82% | $71.1M | 201,536 | $56.7M | 172,252 | +29,284+17.00% | Add |
| GGITLAB INCGTLB |
| 0.86% | 0.65% | $65.0M | 2.1M | $45.1M | 2.1M | +45,270+2.17% | Add |
 HUBSPOT INCHUBS |
| 0.85% | 1.25% | $64.6M | 354,042 | $86.1M | 352,797 | +1,245+0.35% | Add |
 ELI LILLY & COLLY |
| 0.84% | 0.57% | $63.4M | 52,884 | $39.4M | 42,877 | +10,007+23.34% | Add |
 WELLS FARGO CO NEWWFC |
| 0.83% | 0.88% | $62.9M | 761,010 | $60.6M | 761,205 | -195-0.03% | Reduce |
| WWORKIVA INCWK |
| 0.81% | 1.05% | $61.5M | 1.3M | $72.8M | 1.2M | +46,631+3.82% | Add |
| IINVESCO KBW BANK ETFKBWB |
| 0.8% | 0.72% | $61.1M | 656,662 | $49.7M | 627,935 | +28,727+4.57% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.8% | 0.85% | $61.1M | 95,280 | $58.7M | 178,588 | -83,308-46.65% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.8% | 0.78% | $60.9M | 82,654 | $53.7M | 82,583 | +71+0.09% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.79% | 0.87% | $60.3M | 1.4M | $60.0M | 1.2M | +228,337+19.10% | Add |
| TTOAST INC CL ATOST |
| 0.77% | 0.79% | $58.8M | 2.1M | $54.7M | 2.1M | +49,953+2.42% | Add |
 WASTE MGMT INC DELWM |
| 0.71% | 0.74% | $54.1M | 242,954 | $51.2M | 222,889 | +20,065+9.00% | Add |
 VISA INCV |
| 0.7% | 0.65% | $53.1M | 154,908 | $45.0M | 149,032 | +5,876+3.94% | Add |
 ICICI BANK LIMITEDIBN |
| 0.69% | 0.58% | $52.4M | 1.8M | $39.9M | 1.5M | +262,392+17.02% | Add |
| BBAXTER INTL INCBAX |
| 0.68% | 0.61% | $52.0M | 2.4M | $41.9M | 2.5M | -56,112-2.25% | Reduce |
 MERCK & CO INCMRK |
| 0.68% | 0.63% | $51.3M | 399,582 | $43.8M | 364,118 | +35,464+9.74% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.66% | 0.54% | $50.4M | 105,451 | $37.0M | 109,563 | -4,112-3.75% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.59% | $50.1M | 141,896 | $41.0M | 142,822 | -926-0.65% | Reduce |
 STELLANTIS N.V SHSSTLA |
| 0.66% | 0.87% | $49.8M | 8.8M | $59.9M | 8.6M | +196,129+2.28% | Add |
 MEDTRONIC PLCMDT |
| 0.66% | 0.78% | $49.7M | 635,449 | $54.0M | 623,261 | +12,188+1.96% | Add |
 PINTEREST INCPINS |
| 0.63% | 0.63% | $47.9M | 2.3M | $43.7M | 2.4M | -105,991-4.45% | Reduce |
 DENTSPLY SIRONA INCXRAY |
| 0.63% | 0.7% | $47.8M | 4.5M | $48.5M | 4.2M | +325,000+7.78% | Add |
 PROCTER & GAMBLE COPG |
| 0.62% | 0.63% | $47.3M | 322,666 | $43.9M | 303,673 | +18,993+6.25% | Add |
 WEYERHAEUSER COWY |
| 0.61% | 0.65% | $46.1M | 1.9M | $45.1M | 1.8M | +75,607+4.09% | Add |
 LINDE PLCLIN |
| 0.61% | 0.46% | $46.0M | 88,777 | $31.5M | 63,516 | +25,261+39.77% | Add |
| DDEUTSCHE BK AG |
| 0.59% | 0.54% | $44.5M | 1.3M | $37.7M | 1.3M | +13,724+1.05% | Add |
 NEWMONT CORPNEM |
| 0.57% | 0.65% | $43.3M | 463,677 | $44.9M | 414,391 | +49,286+11.89% | Add |
