AMGEN INC COMAMGN |
| 6.49% | 2.47% | $308.4M | 851,550 | $103.9M | 295,358 | +556,192+188.31% | Add |
VERTEX PHARMACEUTICALS INCVRTX |
| 6.05% | 7.25% | $287.4M | 578,634 | $304.5M | 681,908 | -103,274-15.14% | Reduce |
ARGENX SE SPONSORED ADRARGX |
| 5.88% | 5.44% | $279.3M | 301,000 | $228.6M | 313,000 | -12,000-3.83% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 5.74% | 3.88% | $272.7M | 2.2M | $163.0M | 1.2M | +988,893+84.53% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 4.13% | 3.57% | $196.3M | 1.0M | $150.2M | 1.5M | -496,442-32.14% | Reduce |
| OORUKA THERAPEUTICS INC COMORKA |
| 3.32% | 0.59% | $157.7M | 1.7M | $24.9M | 507,008 | +1.2M+226.86% | Add |
INSMED INCINSM |
| 3.13% | 0.04% | $148.6M | 1.4M | $1.6M | 10,034 | +1.4M+13,786.96% | Add |
SCHOLAR ROCK HLDG CORPSRRK |
| 2.83% | 4.19% | $134.7M | 2.4M | $176.2M | 3.6M | -1.1M-31.66% | Reduce |
| NNUVALENT INCNUVL |
| 2.74% | 2.57% | $130.1M | 1.1M | $107.9M | 1.1M | 00.00% | Unchanged |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 2.6% | 3.13% | $123.7M | 6.7M | $131.6M | 6.7M | +5,765+0.09% | Add |
RELAY THERAPEUTICS INCRLAY |
| 2.44% | 1.85% | $115.7M | 6.2M | $77.6M | 7.8M | -1.6M-20.64% | Reduce |
VAXCYTE INCPCVX |
| 2.41% | 1.65% | $114.6M | 2.0M | $69.2M | 1.2M | +781,238+65.61% | Add |
UNITED THERAPEUTICS CORP DELUTHR |
| 2.15% | 0.03% | $102.1M | 188,515 | $1.2M | 2,077 | +186,438+8,976.31% | Add |
INTUITIVE SURGICAL INCISRG |
| 2.13% | 3.14% | $101.3M | 254,809 | $132.1M | 286,654 | -31,845-11.11% | Reduce |
REGENERON PHARMACEUTICALSREGN |
| 2.06% | 5.12% | $98.1M | 157,291 | $215.3M | 278,674 | -121,383-43.56% | Reduce |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 2.06% | 2.84% | $98.0M | 2.6M | $119.1M | 3.3M | -660,000-20.12% | Reduce |
BRIDGEBIO PHARMA INCBBIO |
| 1.86% | 0.04% | $88.6M | 1.2M | $1.9M | 25,377 | +1.2M+4,587.34% | Add |
| IIMMUNOCORE HLDGS PLCIMCR |
| 1.86% | 2.01% | $88.5M | 2.8M | $84.3M | 2.8M | -8,558-0.31% | Reduce |
ABBOTT LABORATORIESABT |
| 1.81% | 2.81% | $85.9M | 947,115 | $118.2M | 1.2M | -204,520-17.76% | Reduce |
STRYKER CORPORATIONSYK |
| 1.78% | 1.7% | $84.5M | 268,461 | $71.4M | 217,237 | +51,224+23.58% | Add |
MEDTRONIC PLCMDT |
| 1.64% | 1.97% | $77.8M | 994,233 | $83.0M | 957,329 | +36,904+3.85% | Add |
IONIS PHARMACEUTICALS INCIONS |
| 1.62% | 3.25% | $77.1M | 972,258 | $136.6M | 1.8M | -846,407-46.54% | Reduce |
| EENLIVEN THERAPEUTICS INCELVN |
| 1.59% | 2.17% | $75.6M | 1.5M | $91.0M | 2.3M | -830,867-35.80% | Reduce |
| VVERA THERAPEUTICS INCVERA |
| 1.54% | 1.64% | $73.4M | 1.7M | $68.8M | 1.7M | +37+0.00% | Add |
JADE BIOSCIENCES INCJBIO |
| 1.43% | 1.17% | $67.9M | 3.1M | $49.2M | 3.5M | -443,506-12.67% | Reduce |
EDWARDS LIFESCIENCES CORPEW |
| 1.41% | 1.6% | $66.9M | 739,234 | $67.2M | 839,451 | -100,217-11.94% | Reduce |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 1.39% | 1.19% | $66.2M | 2.0M | $49.9M | 2.4M | -397,225-16.69% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 1.3% | 0.95% | $62.0M | 149,127 | $40.1M | 148,203 | +924+0.62% | Add |
DEXCOM INCDXCM |
| 1.17% | 1.18% | $55.4M | 822,489 | $49.5M | 788,766 | +33,723+4.28% | Add |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 0.94% | 0.91% | $44.7M | 1.2M | $38.1M | 1.2M | 00.00% | Unchanged |
| AAVALYN PHARMACEUTICALS INCAVLN |
| 0.94% | — | $44.4M | 1.4M | $0 | 0 | +1.4M | New Buy |
| DDAMORA THERAPEUTICS INCDMRA |
| 0.89% | 1.42% | $42.1M | 1.6M | $59.5M | 2.3M | -679,154-29.55% | Reduce |
DISC MEDICINE INCIRON |
| 0.86% | 0.7% | $41.0M | 560,000 | $29.4M | 459,314 | +100,686+21.92% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.84% | 0.75% | $40.0M | 79,816 | $31.7M | 64,412 | +15,404+23.91% | Add |
BOSTON SCIENTIFIC CORP COMBSX |
| 0.8% | 2.19% | $37.9M | 887,650 | $92.0M | 1.5M | -579,244-39.49% | Reduce |
ELI LILLY & COLLY |
| 0.75% | 0.74% | $35.8M | 29,882 | $31.2M | 33,932 | -4,050-11.94% | Reduce |
CG ONCOLOGY INCCGON |
| 0.74% | — | $35.1M | 493,596 | $0 | 0 | +493,596 | New Buy |
IDEXX LABS INC COMIDXX |
| 0.68% | 1.19% | $32.5M | 61,780 | $50.1M | 89,131 | -27,351-30.69% | Reduce |
RESMED INCRMD |
| 0.61% | 0.85% | $28.9M | 148,195 | $35.8M | 159,346 | -11,151-7.00% | Reduce |
KRYSTAL BIOTECH INCKRYS |
| 0.61% | 2.96% | $28.8M | 77,530 | $124.5M | 481,785 | -404,255-83.91% | Reduce |
| MMONTE ROSA THERAPEUTICS INCGLUE |
| 0.61% | 0.49% | $28.8M | 1.2M | $20.6M | 1.3M | -60,000-4.80% | Reduce |
DANAHER CORP DEL COMDHR |
| 0.58% | 0.91% | $27.4M | 143,844 | $38.3M | 202,164 | -58,320-28.85% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.55% | 0.69% | $26.2M | 103,280 | $29.1M | 119,102 | -15,822-13.28% | Reduce |
| SSEAPORT THERAPEUTICS INCSPTX |
| 0.5% | — | $23.9M | 1.1M | $0 | 0 | +1.1M | New Buy |
PALVELLA THERAPEUTICS INC NEPVLA |
| 0.5% | — | $23.7M | 155,000 | $0 | 0 | +155,000 | New Buy |
ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.5% | 0.57% | $23.6M | 139,680 | $23.9M | 139,680 | 00.00% | Unchanged |
ANNEXON INCANNX |
| 0.49% | 0.68% | $23.4M | 4.1M | $28.6M | 5.2M | -1.1M-20.50% | Reduce |
HUMANA INC COMHUM |
| 0.49% | 0.27% | $23.2M | 58,398 | $11.2M | 64,498 | -6,100-9.46% | Reduce |
ELEVANCE HEALTH INC FORMERLYELV |
| 0.46% | 0.37% | $21.8M | 56,449 | $15.4M | 52,518 | +3,931+7.49% | Add |
| TTANGO THERAPEUTICS INCTNGX |
| 0.46% | 1.19% | $21.7M | 694,182 | $50.2M | 2.4M | -1.7M-71.08% | Reduce |