 NVIDIA CORPORATIONNVDA |
| 5.36% | 5.48% | $12.13B | 60.6M | $10.65B | 61.0M | -416,811-0.68% | Reduce |
 ALPHABET INCGOOGL |
| 2.66% | 2.59% | $6.02B | 16.8M | $5.03B | 17.5M | -649,390-3.71% | Reduce |
 AMAZON COM INCAMZN |
| 2.58% | 2.6% | $5.83B | 24.5M | $5.05B | 24.3M | +186,758+0.77% | Add |
 APPLE INCAAPL |
| 2.44% | 3.29% | $5.53B | 19.1M | $6.40B | 25.2M | -6.1M-24.19% | Reduce |
 MICROSOFT CORPMSFT |
| 2.39% | 3.08% | $5.41B | 14.5M | $5.98B | 16.2M | -1.6M-10.15% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.39% | $3.20B | 9.0M | $2.69B | 9.4M | -333,461-3.55% | Reduce |
 META PLATFORMS INCMETA |
| 1.33% | 1.47% | $3.00B | 5.3M | $2.86B | 5.0M | +340,137+6.81% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.31% | 1.1% | $2.97B | 6.2M | $2.15B | 6.3M | -125,513-1.98% | Reduce |
 BROADCOM INCAVGO |
| 1.31% | 1.52% | $2.96B | 7.8M | $2.95B | 9.5M | -1.7M-17.75% | Reduce |
 TESLA INCTSLA |
| 1.29% | 1.29% | $2.93B | 7.0M | $2.51B | 6.8M | +198,667+2.94% | Add |
 ELI LILLY & COLLY |
| 1.25% | 0.87% | $2.82B | 2.4M | $1.70B | 1.8M | +508,915+27.57% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.08% | 0.29% | $2.45B | 2.1M | $553.9M | 1.6M | +481,577+29.37% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.07% | 1.38% | $2.42B | 4.7M | $2.68B | 5.4M | -647,756-12.08% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.96% | 0.62% | $2.17B | 3.0M | $1.21B | 3.5M | -539,641-15.23% | Reduce |
 NETFLIX INCNFLX |
| 0.71% | 0.96% | $1.60B | 22.4M | $1.87B | 19.4M | +3.0M+15.58% | Add |
 LAM RESEARCH CORPLRCX |
| 0.66% | 0.36% | $1.49B | 3.4M | $701.4M | 3.3M | +164,900+5.02% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.93% | $1.35B | 1.4M | $1.80B | 1.8M | -358,163-19.83% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.58% | 0.57% | $1.31B | 4.0M | $1.10B | 3.7M | +276,886+7.42% | Add |
 AMPHENOL CORPAPH |
| 0.54% | 0.35% | $1.21B | 6.9M | $670.6M | 5.3M | +1.6M+29.57% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.48% | 0.03% | $1.09B | 1.9M | $63.8M | 313,695 | +1.6M+496.02% | Add |
 CLOUDFLARE INCNET |
| 0.46% | 0.39% | $1.05B | 4.3M | $748.4M | 3.6M | +658,901+18.17% | Add |
 VERTIV HOLDINGS COVRT |
| 0.46% | 0.43% | $1.05B | 3.1M | $833.5M | 3.3M | -196,898-5.92% | Reduce |
 DATADOG INCDDOG |
| 0.43% | 0.23% | $977.4M | 3.8M | $449.1M | 3.8M | -50,419-1.33% | Reduce |
 CIENA CORPCIEN |
| 0.4% | 0.11% | $908.4M | 1.9M | $208.0M | 535,842 | +1.3M+245.58% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.39% | 0.43% | $883.2M | 3.3M | $829.4M | 3.6M | -313,928-8.72% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.38% | 0.18% | $858.9M | 2.3M | $341.5M | 1.2M | +1.1M+86.22% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.35% | 0.5% | $801.2M | 2.0M | $972.5M | 2.1M | -94,930-4.50% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.34% | 0.46% | $770.8M | 5.6M | $891.8M | 5.3M | +381,176+7.25% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.33% | 0.36% | $748.1M | 2.9M | $703.5M | 2.9M | +67,854+2.36% | Add |
 GE VERNOVA INCGEV |
| 0.33% | 0.26% | $746.1M | 635,080 | $507.7M | 581,605 | +53,475+9.19% | Add |
 ASML HLDG NVASML |
| 0.33% | 0.24% | $739.9M | 371,924 | $475.7M | 360,140 | +11,784+3.27% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.32% | 0.2% | $718.6M | 2.8M | $396.8M | 2.6M | +192,560+7.32% | Add |
 CORNING INCGLW |
| 0.29% | 0.03% | $661.2M | 2.6M | $61.4M | 451,556 | +2.1M+473.22% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.29% | 0.38% | $646.3M | 3.9M | $734.4M | 4.2M | -356,586-8.42% | Reduce |
 MERCK & CO INCMRK |
| 0.28% | 0.34% | $625.3M | 4.9M | $667.4M | 5.5M | -681,891-12.29% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.27% | 0.22% | $615.6M | 5.6M | $427.8M | 4.4M | +1.2M+26.47% | Add |
 KLA CORPKLAC |
| 0.27% | 0.21% | $610.7M | 2.0M | $403.8M | 274,227 | +1.8M+638.17% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.27% | 0.32% | $600.3M | 5.1M | $626.1M | 4.3M | +865,411+20.22% | Add |
 TJX COS INC NEWTJX |
| 0.26% | 0.3% | $598.6M | 4.0M | $580.2M | 3.6M | +317,898+8.75% | Add |
| AAMERICAN CENTY ETF TRAVUS |
| 0.26% | 0.24% | $582.7M | 4.5M | $460.6M | 4.1M | +406,412+9.81% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.25% | 0.13% | $566.6M | 1.4M | $259.3M | 958,339 | +404,837+42.24% | Add |
 ANALOG DEVICES INC COMADI |
| 0.25% | 0.52% | $558.3M | 1.4M | $1.01B | 3.2M | -1.8M-55.62% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.25% | 0.31% | $558.1M | 1.9M | $596.3M | 1.8M | +51,593+2.86% | Add |
 SYNOPSYS INCSNPS |
| 0.25% | 0.13% | $558.1M | 1.3M | $248.6M | 626,991 | +624,135+99.54% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 0.25% | 0.28% | $556.4M | 3.7M | $535.5M | 3.4M | +270,617+7.95% | Add |
 AVANTIS INTLNGG |
| 0.24% | 0.22% | $547.6M | 6.1M | $426.5M | 5.0M | +1.1M+22.10% | Add |
 CATERPILLAR INCCAT |
| 0.24% | 0.24% | $546.2M | 512,935 | $464.3M | 655,375 | -142,440-21.73% | Reduce |
 WILLIAMS COS INCWMB |
| 0.24% | 0.24% | $537.0M | 7.2M | $469.9M | 6.5M | +766,425+11.87% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.23% | 0.29% | $530.0M | 12.5M | $554.9M | 11.1M | +1.5M+13.25% | Add |
| VVIASAT INCVSAT |
| 0.23% | 0.14% | $515.2M | 5.7M | $262.7M | 5.7M | -39-0.00% | Reduce |
