 NVIDIA CORPORATIONNVDA |
| 6.88% | 6.89% | $14.42B | 83.0M | $15.39B | 82.8M | +190,517+0.23% | Add |
 MICROSOFT CORPMSFT |
| 4.21% | 5.78% | $8.81B | 23.9M | $12.91B | 26.8M | -2.9M-10.89% | Reduce |
 APPLE INCAAPL |
| 3.25% | 3.32% | $6.80B | 26.9M | $7.40B | 27.3M | -425,198-1.56% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.25% | 3.45% | $6.80B | 23.8M | $7.69B | 24.6M | -818,348-3.33% | Reduce |
 AMAZON COM INCAMZN |
| 3.19% | 3.49% | $6.69B | 32.3M | $7.80B | 34.0M | -1.7M-4.93% | Reduce |
 BROADCOM INCAVGO |
| 2.85% | 3.12% | $5.96B | 19.4M | $6.97B | 20.2M | -863,109-4.27% | Reduce |
 ELI LILLY & COLLY |
| 1.9% | 2.13% | $3.98B | 4.3M | $4.75B | 4.4M | -94,583-2.13% | Reduce |
 META PLATFORMS INCMETA |
| 1.88% | 1.81% | $3.94B | 6.9M | $4.04B | 6.1M | +781,843+12.75% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.27% | 1.12% | $2.65B | 7.9M | $2.50B | 8.3M | -374,060-4.51% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.11% | 0.05% | $2.32B | 11.9M | $111.0M | 1.2M | +10.7M+889.88% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.09% | 1.34% | $2.27B | 4.6M | $2.99B | 5.3M | -692,259-13.16% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.94% | 0.7% | $1.98B | 9.3M | $1.55B | 9.1M | +181,087+1.99% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.92% | 0.72% | $1.92B | 7.9M | $1.60B | 7.7M | +148,497+1.92% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 0.88% | 0.92% | $1.85B | 2.5M | $2.06B | 2.5M | +83,568+3.40% | Add |
 KLA CORPKLAC |
| 0.87% | 0.74% | $1.83B | 1.2M | $1.64B | 1.4M | -111,645-8.26% | Reduce |
 EATON CORP PLCETN |
| 0.86% | 0.71% | $1.81B | 5.1M | $1.60B | 5.0M | +43,222+0.86% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.84% | 0.72% | $1.77B | 7.8M | $1.62B | 8.0M | -194,603-2.45% | Reduce |
 ORACLE CORPORCL |
| 0.84% | 1.26% | $1.75B | 12.0M | $2.82B | 14.5M | -2.5M-17.15% | Reduce |
 ABBVIE INCABBV |
| 0.72% | 0.66% | $1.51B | 6.9M | $1.46B | 6.4M | +528,386+8.25% | Add |
 NETFLIX INCNFLX |
| 0.68% | 0.56% | $1.43B | 14.9M | $1.24B | 13.3M | +1.6M+12.16% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 0.68% | 0.6% | $1.42B | 6.1M | $1.33B | 6.0M | +125,317+2.09% | Add |
 VISA INCV |
| 0.65% | 0.53% | $1.36B | 4.5M | $1.18B | 3.4M | +1.1M+33.13% | Add |
| FFLEX LTDFLEX |
| 0.64% | 0.6% | $1.35B | 20.6M | $1.35B | 22.3M | -1.7M-7.66% | Reduce |
 GE VERNOVA INCGEV |
| 0.63% | 0.01% | $1.32B | 1.5M | $22.3M | 34,087 | +1.5M+4,358.59% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.63% | 0.42% | $1.31B | 3.9M | $926.6M | 3.2M | +634,689+19.55% | Add |
 JPMORGAN CHASE & COJPM |
| 0.59% | 0.61% | $1.23B | 4.2M | $1.35B | 4.2M | -18,473-0.44% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.58% | 0.69% | $1.22B | 6.5M | $1.55B | 6.8M | -327,641-4.81% | Reduce |
 AMPHENOL CORPAPH |
| 0.57% | 0.6% | $1.20B | 9.5M | $1.34B | 9.9M | -446,139-4.50% | Reduce |
| DDOORDASH INCDASH |
| 0.55% | 0.56% | $1.16B | 7.8M | $1.25B | 5.5M | +2.2M+40.20% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.54% | 0.76% | $1.14B | 270,019 | $1.71B | 318,609 | -48,590-15.25% | Reduce |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.53% | 0.43% | $1.11B | 3.5M | $954.8M | 3.2M | +218,777+6.75% | Add |
 LPL FINL HLDGS INCLPLA |
| 0.53% | 0.54% | $1.10B | 3.7M | $1.21B | 3.4M | +289,227+8.56% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.51% | 0.55% | $1.06B | 614,238 | $1.22B | 604,096 | +10,142+1.68% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.5% | 0.26% | $1.06B | 11.3M | $591.4M | 9.1M | +2.3M+25.24% | Add |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 0.5% | 0.41% | $1.05B | 2.0M | $918.2M | 1.6M | +433,804+27.37% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.49% | 0.54% | $1.04B | 16.5M | $1.20B | 12.6M | +3.9M+31.04% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.53% | $991.4M | 3.7M | $1.18B | 3.6M | +89,359+2.48% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.47% | 0.47% | $987.7M | 6.3M | $1.06B | 6.5M | -233,615-3.57% | Reduce |
 BRIDGEBIO PHARMA INCBBIO |
| 0.47% | 0.38% | $978.6M | 13.2M | $841.3M | 11.0M | +2.2M+19.80% | Add |
 VAXCYTE INCPCVX |
| 0.46% | 0.28% | $960.2M | 16.6M | $617.7M | 13.4M | +3.2M+23.82% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.45% | 0.45% | $951.8M | 2.1M | $1.01B | 2.2M | -90,426-4.07% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 0.45% | 0.44% | $949.5M | 9.8M | $980.0M | 12.3M | -2.5M-20.62% | Reduce |
| AAPI GROUP CORP COM STKAPG |
| 0.45% | 0.4% | $946.8M | 23.4M | $884.4M | 23.1M | +250,873+1.09% | Add |
 PROGRESSIVE CORPPGR |
| 0.45% | 0.56% | $938.0M | 4.7M | $1.24B | 5.4M | -715,686-13.14% | Reduce |
 TELEDYNE TECHNOLOGIES INCTDY |
| 0.45% | 0.39% | $935.1M | 1.5M | $864.8M | 1.7M | -147,607-8.72% | Reduce |
 GE AEROSPACEGE |
| 0.44% | 0.49% | $926.1M | 3.3M | $1.10B | 3.6M | -294,734-8.28% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 0.44% | 0.47% | $925.3M | 10.9M | $1.04B | 10.6M | +302,191+2.86% | Add |
 DATADOG INCDDOG |
| 0.43% | 0.38% | $905.6M | 7.7M | $849.4M | 6.3M | +1.4M+22.80% | Add |
 ALPHABET INCGOOGL |
| 0.42% | 0.36% | $885.4M | 3.1M | $797.2M | 2.5M | +531,699+20.87% | Add |
 CHEVRON CORPORATIONCVX |
| 0.41% | 0.33% | $865.2M | 4.2M | $743.3M | 4.9M | -695,236-14.26% | Reduce |
