 NVIDIA CORPORATIONNVDA |
| 5.93% | 3.49% | $471.5M | 2.4M | $245.5M | 1.4M | +948,600+67.39% | Add |
 APPLE INCAAPL |
| 4.8% | 2.46% | $382.2M | 1.3M | $173.0M | 681,852 | +638,934+93.71% | Add |
 ALPHABET INCGOOGL |
| 4.17% | 3.77% | $332.0M | 929,030 | $264.6M | 920,190 | +8,840+0.96% | Add |
 LAM RESEARCH CORPLRCX |
| 4.11% | 2.99% | $327.0M | 754,700 | $209.9M | 982,200 | -227,500-23.16% | Reduce |
 BROADCOM INCAVGO |
| 4.05% | 3.32% | $321.9M | 852,192 | $233.6M | 754,692 | +97,500+12.92% | Add |
 KLA CORPKLAC |
| 3.51% | 1.83% | $279.6M | 926,652 | $128.7M | 87,387 | +839,265+960.40% | Add |
 AMAZON COM INCAMZN |
| 2.98% | 3.33% | $237.4M | 996,040 | $233.6M | 1.1M | -125,760-11.21% | Reduce |
 MICROSOFT CORPMSFT |
| 2.89% | 5.34% | $230.2M | 617,170 | $375.1M | 1.0M | -396,100-39.09% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.85% | 2.71% | $226.6M | 760,371 | $190.6M | 981,511 | -221,140-22.53% | Reduce |
 VISA INCV |
| 2.71% | 2.41% | $215.7M | 628,679 | $169.5M | 560,679 | +68,000+12.13% | Add |
 ARISTA NETWORKS INCANET |
| 2.53% | — | $201.3M | 1.2M | $0 | 0 | +1.2M | New Buy |
 ABBVIE INCABBV |
| 2.51% | 2.48% | $199.5M | 792,949 | $174.2M | 800,849 | -7,900-0.99% | Reduce |
| BBANK OF AMER CORPBAC |
| 2.5% | — | $198.6M | 3.5M | $0 | 0 | +3.5M | New Buy |
 META PLATFORMS INCMETA |
| 2.42% | 3.25% | $192.8M | 342,200 | $228.5M | 399,440 | -57,240-14.33% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.27% | 3.08% | $180.5M | 2.1M | $216.3M | 2.3M | -272,300-11.69% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.26% | 2.86% | $180.0M | 358,970 | $201.0M | 408,930 | -49,960-12.22% | Reduce |
 EQUINIX INCEQIX |
| 2.15% | 2.88% | $170.9M | 163,989 | $202.4M | 206,469 | -42,480-20.57% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.08% | 2.26% | $165.1M | 650,036 | $158.9M | 650,036 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 2.06% | 2.59% | $163.7M | 1.3M | $181.6M | 1.3M | -7,769-0.60% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 1.94% | 2.52% | $154.2M | 620,960 | $176.7M | 632,760 | -11,800-1.86% | Reduce |
 AMPHENOL CORPAPH |
| 1.9% | 1.52% | $151.1M | 857,100 | $107.0M | 847,200 | +9,900+1.17% | Add |
| QQUALCOMM INCQCOM |
| 1.88% | 1.73% | $149.2M | 807,400 | $121.4M | 942,600 | -135,200-14.34% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.87% | 2.08% | $148.8M | 289,640 | $146.1M | 292,460 | -2,820-0.96% | Reduce |
 CHENIERE ENERGY INCLNG |
| 1.76% | 3.45% | $140.1M | 586,260 | $242.6M | 855,100 | -268,840-31.44% | Reduce |
 CISCO SYS INCCSCO |
| 1.74% | 1.26% | $138.0M | 1.2M | $88.3M | 1.1M | +37,000+3.25% | Add |
 STRYKER CORPORATIONSYK |
| 1.61% | 2.29% | $128.4M | 407,720 | $160.9M | 489,760 | -82,040-16.75% | Reduce |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 1.39% | 1.98% | $110.4M | 1.4M | $139.4M | 1.7M | -361,700-21.00% | Reduce |
 ALTRIA GROUP INCMO |
| 1.14% | 1.21% | $91.0M | 1.3M | $85.3M | 1.3M | -27,800-2.15% | Reduce |
 NETAPP INCNTAP |
| 1.03% | 0.75% | $82.2M | 531,250 | $52.7M | 515,150 | +16,100+3.13% | Add |
 MCKESSON CORP COMMCK |
| 1.02% | 1.35% | $81.3M | 107,642 | $94.9M | 109,682 | -2,040-1.86% | Reduce |
| FFASTENAL CO COMFAST |
| 1% | 1.11% | $79.5M | 1.7M | $78.3M | 1.7M | -30,700-1.82% | Reduce |
 WW GRAINGER INCGWW |
| 0.92% | 0.86% | $73.5M | 54,048 | $60.2M | 55,208 | -1,160-2.10% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.9% | 0.94% | $71.8M | 73,400 | $65.7M | 73,400 | 00.00% | Unchanged |
 EXPEDIA GROUP INCEXPE |
| 0.86% | 0.87% | $68.7M | 268,659 | $61.3M | 265,700 | +2,959+1.11% | Add |
 INSMED INCINSM |
| 0.81% | — | $64.5M | 604,700 | $0 | 0 | +604,700 | New Buy |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.75% | 0.9% | $60.0M | 1.0M | $63.1M | 1.0M | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.69% | 0.56% | $54.9M | 146,200 | $39.1M | 140,720 | +5,480+3.89% | Add |
 TAPESTRY INCTPR |
| 0.66% | 0.52% | $52.2M | 356,576 | $36.2M | 256,400 | +100,176+39.07% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.64% | 0.27% | $51.1M | 104,000 | $18.8M | 45,000 | +59,000+131.11% | Add |
 ANALOG DEVICES INC COMADI |
| 0.63% | 0.28% | $50.0M | 125,940 | $19.8M | 62,200 | +63,740+102.48% | Add |
 FORTINET INCFTNT |
| 0.6% | — | $47.6M | 309,800 | $0 | 0 | +309,800 | New Buy |
 ADOBE INC COMADBE |
| 0.56% | 0.31% | $44.6M | 217,760 | $21.5M | 88,400 | +129,360+146.33% | Add |
 TJX COS INC NEWTJX |
| 0.51% | 0.61% | $40.9M | 270,200 | $42.7M | 267,100 | +3,100+1.16% | Add |
 HP INCHPQ |
| 0.49% | 0.39% | $39.2M | 1.8M | $27.5M | 1.4M | +353,700+24.70% | Add |
 AUTODESK INCADSK |
| 0.49% | 0.47% | $38.9M | 200,292 | $33.1M | 138,192 | +62,100+44.94% | Add |
 F5 INCFFIV |
| 0.48% | 0.11% | $37.9M | 91,010 | $7.6M | 26,330 | +64,680+245.65% | Add |
 FORTIVE CORP COMFTV |
| 0.46% | 0.31% | $36.9M | 604,400 | $21.5M | 388,700 | +215,700+55.49% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.46% | 0.4% | $36.3M | 155,700 | $28.4M | 155,700 | 00.00% | Unchanged |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.45% | — | $36.1M | 103,120 | $0 | 0 | +103,120 | New Buy |
 HCA HEALTHCARE INCHCA |
| 0.45% | 0.62% | $36.0M | 92,447 | $43.7M | 92,447 | 00.00% | Unchanged |
