 ROPER TECHNOLOGIES INCROP |
| 28.87% | 28.39% | $2.92B | 8.6M | $2.65B | 7.5M | +1.1M+15.10% | Add |
 EXPEDIA GROUP INCEXPE |
| 9.89% | 8.48% | $1.00B | 3.9M | $792.7M | 3.4M | +476,100+13.87% | Add |
 FIDELITY NATL FINL INCFNF |
| 9.75% | 10.38% | $985.8M | 20.9M | $969.5M | 20.9M | 00.00% | Unchanged |
 TRANSDIGM GROUP INCTDG |
| 9.01% | 6.32% | $911.2M | 684,100 | $590.6M | 509,600 | +174,500+34.24% | Add |
 SAP SE SPON ADRSAP |
| 6.7% | 5.06% | $678.0M | 4.4M | $472.9M | 2.8M | +1.6M+59.27% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 6.53% | 6.5% | $660.2M | 8.4M | $607.8M | 8.2M | +197,540+2.40% | Add |
 MOODYS CORPMCO |
| 6.31% | 6.22% | $638.6M | 1.4M | $581.5M | 1.3M | +77,000+5.78% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.22% | 8.03% | $629.4M | 1.3M | $750.6M | 2.2M | -903,100-40.66% | Reduce |
 AMAZON COM INCAMZN |
| 5.71% | 8.82% | $577.4M | 2.4M | $824.3M | 4.0M | -1.5M-38.79% | Reduce |
 PERIMETER SOLUTIONS INCPRM |
| 5.69% | 5.71% | $575.7M | 16.1M | $533.7M | 21.9M | -5.7M-26.11% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.32% | 6.07% | $537.8M | 2.7M | $567.3M | 3.3M | -565,400-17.38% | Reduce |
