 ELI LILLY & COLLY |
| 5.77% | 5.2% | $305.8M | 246,220 | $234.5M | 257,897 | -11,677-4.53% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.01% | 5.8% | $266.0M | 1.3M | $261.7M | 1.5M | -231,898-14.97% | Reduce |
 AMAZON COM INCAMZN |
| 4.78% | 3.32% | $253.7M | 1.0M | $149.7M | 725,858 | +309,461+42.63% | Add |
| AAlphabet Inc Class CGOOG |
| 4.51% | 2.48% | $239.3M | 662,092 | $111.7M | 399,540 | +262,552+65.71% | Add |
 LINDE PLCLIN |
| 4.34% | 3.5% | $229.9M | 444,446 | $157.8M | 318,359 | +126,087+39.61% | Add |
 LAM RESEARCH CORPLRCX |
| 4.06% | 2.03% | $215.1M | 483,185 | $91.8M | 440,002 | +43,183+9.81% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.93% | 2.62% | $208.6M | 438,732 | $118.4M | 363,939 | +74,793+20.55% | Add |
 MERCK & CO INCMRK |
| 3.53% | 3.47% | $187.5M | 1.4M | $156.7M | 1.3M | +125,226+9.59% | Add |
 TJX COS INC NEWTJX |
| 2.66% | 3.23% | $141.2M | 912,966 | $145.8M | 924,164 | -11,198-1.21% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.53% | 4.05% | $134.0M | 510,682 | $182.7M | 751,444 | -240,762-32.04% | Reduce |
 ASML HLDG NVASML |
| 2.51% | 1.89% | $133.3M | 68,090 | $85.2M | 66,357 | +1,733+2.61% | Add |
 PALO ALTOPANW |
| 2.33% | 0.71% | $123.3M | 352,384 | $31.9M | 203,781 | +148,603+72.92% | Add |
 CHEVRON CORPORATIONCVX |
| 2.28% | 5.98% | $120.9M | 711,208 | $269.8M | 1.3M | -565,608-44.30% | Reduce |
 BROADCOM INCAVGO |
| 2.23% | 0.67% | $118.1M | 306,568 | $30.2M | 101,950 | +204,618+200.70% | Add |
 CISCO SYS INCCSCO |
| 2.13% | 1.12% | $112.8M | 935,467 | $50.6M | 655,485 | +279,982+42.71% | Add |
 JPMORGAN CHASE & COJPM |
| 2.04% | 1.72% | $108.3M | 315,080 | $77.8M | 267,958 | +47,122+17.59% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.87% | 0.73% | $99.3M | 258,969 | $32.9M | 120,548 | +138,421+114.83% | Add |
 MORGAN STANLEYMS |
| 1.75% | 0.34% | $92.6M | 433,832 | $15.1M | 93,386 | +340,446+364.56% | Add |
 APPLE INCAAPL |
| 1.59% | 1.7% | $84.4M | 292,728 | $76.6M | 307,802 | -15,074-4.90% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.57% | 3.66% | $83.4M | 935,251 | $165.3M | 1.8M | -864,764-48.04% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.57% | 0.98% | $83.1M | 112,342 | $44.4M | 133,974 | -21,632-16.15% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.53% | 3.7% | $81.0M | 1.8M | $166.9M | 3.3M | -1.5M-44.47% | Reduce |
 MICROSOFT CORPMSFT |
| 1.52% | 1.41% | $80.8M | 208,490 | $63.8M | 173,562 | +34,928+20.12% | Add |
 ARISTA NETWORKS INCANET |
| 1.49% | 0.27% | $79.2M | 462,830 | $12.2M | 100,841 | +361,989+358.97% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.41% | 6.26% | $74.8M | 970,181 | $282.5M | 3.1M | -2.1M-68.22% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 1.31% | 2.21% | $69.4M | 463,731 | $99.5M | 503,088 | -39,357-7.82% | Reduce |
 HOME DEPOT INCHD |
| 1.24% | 0.22% | $65.9M | 188,159 | $10.0M | 30,570 | +157,589+515.50% | Add |
 INTEL CORPINTC |
| 1.2% | — | $63.8M | 473,963 | $0 | 0 | +473,963 | New Buy |
 SLB LIMITEDSLB |
| 1.12% | 0.26% | $59.2M | 1.3M | $11.7M | 221,866 | +1.1M+473.71% | Add |
| AAMRIZE LTD SHSAMRZ |
| 1.04% | 1.33% | $55.1M | 1.0M | $60.2M | 1.1M | -79,778-7.17% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.98% | 0.58% | $51.8M | 106,419 | $26.1M | 73,091 | +33,328+45.60% | Add |
 QUANTA SVCS INCPWR |
| 0.95% | 0.97% | $50.4M | 68,127 | $43.7M | 81,140 | -13,013-16.04% | Reduce |
 NEWMONT CORPNEM |
| 0.94% | 2.27% | $49.7M | 508,750 | $102.5M | 963,044 | -454,294-47.17% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.93% | 0.04% | $49.3M | 408,112 | $1.9M | 20,500 | +387,612+1,890.79% | Add |
 UBS GROUP AGUBS |
| 0.92% | — | $49.0M | 983,564 | $0 | 0 | +983,564 | New Buy |
 META PLATFORMS INCMETA |
| 0.92% | 0.8% | $48.6M | 84,958 | $36.1M | 64,708 | +20,250+31.29% | Add |
 FEDEX CORPFDX |
| 0.86% | — | $45.5M | 139,323 | $0 | 0 | +139,323 | New Buy |
 ALPHABET INCGOOGL |
| 0.85% | 0.69% | $45.3M | 125,380 | $31.3M | 112,493 | +12,887+11.46% | Add |
| RRALPH LAUREN CORPRL |
| 0.82% | — | $43.6M | 109,863 | $0 | 0 | +109,863 | New Buy |
 REDDIT INC CL ARDDT |
| 0.81% | — | $43.1M | 248,504 | $0 | 0 | +248,504 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.74% | 0.4% | $39.3M | 75,101 | $18.1M | 36,391 | +38,710+106.37% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.72% | — | $38.3M | 206,155 | $0 | 0 | +206,155 | New Buy |
 SALESFORCE INCCRM |
| 0.66% | 0.75% | $34.8M | 215,430 | $33.6M | 181,654 | +33,776+18.59% | Add |
 WABTECWAB |
| 0.63% | 0.63% | $33.5M | 117,540 | $28.6M | 116,784 | +756+0.65% | Add |
| GGOLD FIELDS LTDGFI |
| 0.6% | 1.99% | $31.6M | 948,739 | $89.7M | 2.0M | -1.1M-53.00% | Reduce |
 TRAVELERS COSTRV |
| 0.55% | 0.35% | $29.1M | 87,645 | $16.0M | 54,786 | +32,859+59.98% | Add |
 VERTIV HOLDINGS COVRT |
| 0.54% | 0.58% | $28.6M | 90,702 | $26.0M | 108,133 | -17,431-16.12% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.48% | 1.16% | $25.7M | 270,161 | $52.3M | 616,276 | -346,115-56.16% | Reduce |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.46% | 0.44% | $24.6M | 317,816 | $20.0M | 274,267 | +43,549+15.88% | Add |
| AAMBEV SAABEV |
| 0.44% | 0.33% | $23.1M | 7.0M | $14.8M | 5.1M | +1.8M+35.62% | Add |
