 NVIDIA CORPORATIONNVDA |
| 8.18% | 9.74% | $634.0M | 3.2M | $903.4M | 5.2M | -2.0M-38.25% | Reduce |
 MICROSOFT CORPMSFT |
| 5.8% | 6.59% | $449.5M | 1.2M | $611.4M | 1.6M | -432,974-26.38% | Reduce |
 APPLE INCAAPL |
| 4.14% | 2.23% | $320.9M | 1.1M | $207.2M | 816,448 | +298,933+36.61% | Add |
 BROADCOM INCAVGO |
| 4.12% | 3.17% | $319.3M | 847,521 | $293.6M | 947,929 | -100,408-10.59% | Reduce |
 ASTRAZENECA PLCAZN |
| 3.84% | 5.2% | $297.4M | 1.6M | $482.2M | 2.4M | -852,775-34.88% | Reduce |
 PALO ALTOPANW |
| 3.63% | 2.76% | $281.6M | 826,889 | $255.5M | 1.6M | -752,917-47.66% | Reduce |
 ALPHABET INCGOOGL |
| 3.47% | 1.86% | $268.7M | 754,395 | $172.1M | 602,865 | +151,530+25.13% | Add |
 AMAZON COM INCAMZN |
| 3.12% | 2.18% | $241.8M | 1.0M | $202.2M | 971,944 | +41,062+4.22% | Add |
 ELI LILLY & COLLY |
| 2.57% | 2.39% | $198.9M | 164,869 | $221.2M | 239,700 | -74,831-31.22% | Reduce |
 GE VERNOVA INCGEV |
| 2.4% | 1.44% | $185.9M | 161,348 | $133.4M | 154,801 | +6,547+4.23% | Add |
 VISA INCV |
| 2.26% | 2.75% | $174.8M | 510,192 | $255.1M | 836,356 | -326,164-39.00% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.97% | 0.79% | $152.3M | 431,035 | $72.8M | 252,029 | +179,006+71.03% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.86% | 2.28% | $144.4M | 294,162 | $211.6M | 502,446 | -208,284-41.45% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.84% | 1.29% | $142.7M | 435,428 | $119.6M | 407,444 | +27,984+6.87% | Add |
 QUANTA SVCS INCPWR |
| 1.76% | 2.01% | $136.5M | 189,788 | $186.7M | 337,059 | -147,271-43.69% | Reduce |
 LINDE PLCLIN |
| 1.75% | 2.61% | $135.7M | 261,874 | $242.5M | 484,371 | -222,497-45.94% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.63% | 1.6% | $126.6M | 1.6M | $148.4M | 1.6M | +51,469+3.26% | Add |
| BBANK OF AMER CORPBAC |
| 1.6% | 2.47% | $124.2M | 2.2M | $229.5M | 4.7M | -2.5M-53.20% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.55% | 2.63% | $120.1M | 295,118 | $244.2M | 568,792 | -273,674-48.11% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.43% | 1.17% | $110.9M | 118,493 | $108.5M | 108,000 | +10,493+9.72% | Add |
 EQUINIX INCEQIX |
| 1.41% | 2.09% | $109.6M | 105,166 | $193.6M | 195,593 | -90,427-46.23% | Reduce |
 XYLEM INCXYL |
| 1.36% | 1.96% | $105.5M | 892,400 | $182.0M | 1.5M | -615,066-40.80% | Reduce |
 NETFLIX INCNFLX |
| 1.31% | 2.23% | $101.6M | 1.4M | $206.7M | 2.1M | -709,199-33.28% | Reduce |
 ABBVIE INCABBV |
| 1.28% | 2.05% | $99.2M | 394,664 | $189.8M | 864,389 | -469,725-54.34% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.26% | 1.75% | $97.3M | 1.1M | $162.3M | 1.7M | -683,820-39.27% | Reduce |
| CCRH PLCCRH |
| 1.23% | 0.92% | $95.1M | 884,215 | $85.3M | 818,697 | +65,518+8.00% | Add |
 TJX COS INC NEWTJX |
| 1.17% | 1.9% | $90.4M | 597,173 | $175.9M | 1.1M | -493,731-45.26% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.12% | 0.67% | $86.8M | 903,801 | $62.4M | 854,360 | +49,441+5.79% | Add |
 STRYKER CORPORATIONSYK |
| 1.11% | 1.97% | $86.4M | 274,441 | $182.2M | 549,219 | -274,778-50.03% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 1.08% | 0.35% | $83.6M | 924,314 | $32.3M | 398,425 | +525,889+131.99% | Add |
 UBS GROUP AGUBS |
| 1.04% | 0.61% | $80.7M | 1.6M | $56.7M | 1.5M | +160,141+10.89% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.99% | 0.06% | $76.8M | 658,389 | $5.7M | 38,942 | +619,447+1,590.69% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.97% | 0.75% | $75.0M | 1.0M | $69.5M | 959,035 | +82,128+8.56% | Add |
 MORGAN STANLEYMS |
| 0.94% | 0.62% | $73.2M | 347,161 | $57.3M | 353,714 | -6,553-1.85% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.93% | 0.33% | $71.9M | 99,652 | $30.3M | 88,120 | +11,532+13.09% | Add |
 BLACKROCK INC COMBLK |
| 0.86% | 0.8% | $66.2M | 68,983 | $74.0M | 76,293 | -7,310-9.58% | Reduce |
 VEEVA SYS INCVEEV |
| 0.82% | 1.2% | $63.3M | 357,026 | $111.3M | 627,571 | -270,545-43.11% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.81% | 0.57% | $62.5M | 125,970 | $53.3M | 118,349 | +7,621+6.44% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.78% | 0.64% | $60.5M | 131,732 | $59.7M | 122,253 | +9,479+7.75% | Add |
 KLA CORPKLAC |
| 0.72% | 0.4% | $55.7M | 185,698 | $36.7M | 24,743 | +160,955+650.51% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.68% | 0.47% | $53.1M | 69,581 | $43.8M | 111,350 | -41,769-37.51% | Reduce |
 META PLATFORMS INCMETA |
| 0.68% | 0.56% | $52.5M | 93,382 | $52.1M | 94,542 | -1,160-1.23% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.67% | 0.47% | $52.0M | 108,917 | $43.4M | 127,414 | -18,497-14.52% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 0.62% | 0.43% | $48.0M | 203,504 | $39.7M | 198,911 | +4,593+2.31% | Add |
 COCA COLA COKO |
| 0.61% | 0.52% | $47.6M | 579,437 | $48.2M | 626,872 | -47,435-7.57% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.5% | 0.37% | $39.0M | 114,561 | $34.2M | 113,810 | +751+0.66% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.49% | 0.45% | $37.7M | 670,687 | $41.6M | 679,842 | -9,155-1.35% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.48% | 0.3% | $37.4M | 100,168 | $27.8M | 101,436 | -1,268-1.25% | Reduce |
 ECOLAB INCECL |
| 0.44% | 0.34% | $34.1M | 122,561 | $31.9M | 118,783 | +3,778+3.18% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.44% | 0.17% | $33.8M | 29,372 | $16.1M | 48,236 | -18,864-39.11% | Reduce |
