 UNITED THERAPEUTICS CORP DELUTHR |
| 8.09% | 8.26% | $155.9M | 287,668 | $156.7M | 264,271 | +23,397+8.85% | Add |
 ABIVAX SAABVX |
| 6.32% | 5.49% | $121.8M | 913,880 | $104.0M | 934,423 | -20,543-2.20% | Reduce |
| EENCOMPASS HEALTH CORP COMEHC |
| 5.38% | 0.99% | $103.8M | 1.0M | $18.8M | 194,104 | +832,815+429.06% | Add |
| EENSIGN GROUP INCENSG |
| 5.01% | 0.16% | $96.5M | 602,079 | $3.0M | 14,761 | +587,318+3,978.85% | Add |
| VVERA THERAPEUTICS INCVERA |
| 4.93% | 4.61% | $94.9M | 2.2M | $87.4M | 2.2M | +39,484+1.82% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.77% | 7.26% | $72.6M | 98,600 | $137.8M | 238,700 | -140,100-58.69% | Reduce |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 3.45% | 2.99% | $66.5M | 1.8M | $56.7M | 1.8M | -2,075-0.12% | Reduce |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 3.17% | 3.55% | $61.2M | 2.8M | $67.4M | 2.9M | -87,412-3.03% | Reduce |
| BBROOKDALE SR LIVING INCBKD |
| 2.84% | 2.57% | $54.6M | 3.4M | $48.8M | 3.6M | -172,085-4.82% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 2.73% | 2.5% | $52.7M | 664,684 | $47.5M | 632,100 | +32,584+5.15% | Add |
 NATERA INCNTRA |
| 2.48% | 4.06% | $47.7M | 175,807 | $76.9M | 384,713 | -208,906-54.30% | Reduce |
| TTRAVERE THERAPEUTICS INCTVTX |
| 2.35% | 0.85% | $45.4M | 798,973 | $16.1M | 542,610 | +256,363+47.25% | Add |
 CARETRUST REIT INCCTRE |
| 2.24% | — | $43.3M | 1.1M | $0 | 0 | +1.1M | New Buy |
 HCA HEALTHCARE INCHCA |
| 1.99% | 1.98% | $38.3M | 98,252 | $37.5M | 79,229 | +19,023+24.01% | Add |
 VAXCYTE INCPCVX |
| 1.9% | 2.83% | $36.6M | 629,952 | $53.7M | 924,193 | -294,241-31.84% | Reduce |
 LIQUIDIA CORPORATIONLQDA |
| 1.77% | 1.35% | $34.2M | 428,652 | $25.6M | 677,392 | -248,740-36.72% | Reduce |
 COMMUNITY HEALTH SYS INC NEW COMCYH |
| 1.36% | 1.35% | $26.3M | 7.9M | $25.5M | 8.7M | -812,706-9.37% | Reduce |
 INSMED INCINSM |
| 1.36% | 0.81% | $26.2M | 245,809 | $15.4M | 94,000 | +151,809+161.50% | Add |
 GSK PLC SPONSORED ADRGSK |
| 1.31% | 5.2% | $25.3M | 481,833 | $98.5M | 1.8M | -1.3M-73.01% | Reduce |
| CCHEMED CORP NEWCHE |
| 1.27% | 0.62% | $24.5M | 52,523 | $11.7M | 31,057 | +21,466+69.12% | Add |
 ELI LILLY & COLLY |
| 1.25% | 0.92% | $24.1M | 20,116 | $17.5M | 19,000 | +1,116+5.87% | Add |
| GGERON CORPGERN |
| 1.24% | 1.48% | $24.0M | 18.7M | $28.1M | 18.8M | -117,461-0.62% | Reduce |
| VVIKING THERAPEUTICS INCVKTX |
| 1.22% | 0.41% | $23.5M | 602,922 | $7.8M | 239,110 | +363,812+152.15% | Add |
 OMEGA HEALTHCARE INVS INCOHI |
| 1.2% | 1.35% | $23.1M | 483,547 | $25.7M | 585,680 | -102,133-17.44% | Reduce |
 INSULET CORPPODD |
| 1.18% | 1.59% | $22.7M | 148,816 | $30.1M | 143,546 | +5,270+3.67% | Add |
| TTENET HEALTHCARE CORPTHC |
| 1.11% | 0.29% | $21.4M | 114,199 | $5.6M | 29,512 | +84,687+286.96% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.1% | 0.57% | $21.3M | 51,145 | $10.8M | 40,000 | +11,145+27.86% | Add |
 WELLTOWER INC COMWELL |
| 1.03% | 1.89% | $19.8M | 87,312 | $35.8M | 180,953 | -93,641-51.75% | Reduce |
| BBETA BIONICS INCBBNX |
| 1.02% | 0.75% | $19.6M | 1.2M | $14.2M | 1.4M | -165,397-11.69% | Reduce |
 COGENT BIOSCIENCES INCCOGT |
| 0.98% | — | $19.0M | 490,235 | $0 | 0 | +490,235 | New Buy |
 BIOCRYST PHARMACEUTICALS INCBCRX |
| 0.97% | 1.53% | $18.7M | 1.9M | $28.9M | 3.0M | -1.2M-38.63% | Reduce |
 MOLINA HEALTHCARE INCMOH |
| 0.96% | 0.23% | $18.4M | 80,594 | $4.4M | 32,811 | +47,783+145.63% | Add |
 PENNANT GROUP INCPNTG |
| 0.88% | 0.5% | $17.0M | 460,272 | $9.5M | 312,178 | +148,094+47.44% | Add |
| LLTC PPTYS INCLTC |
| 0.84% | 0.63% | $16.2M | 420,640 | $11.9M | 321,046 | +99,594+31.02% | Add |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 0.79% | 0.74% | $15.3M | 831,142 | $14.0M | 713,269 | +117,873+16.53% | Add |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 0.74% | 0.62% | $14.3M | 249,607 | $11.7M | 207,768 | +41,839+20.14% | Add |
 AMN HEALTHCARE SVCS INCAMN |
| 0.72% | — | $13.9M | 428,531 | $0 | 0 | +428,531 | New Buy |
 CELCUITY INCCELC |
| 0.69% | — | $13.4M | 127,931 | $0 | 0 | +127,931 | New Buy |
 PHARVARIS N VPHVS |
| 0.69% | 0.61% | $13.4M | 386,383 | $11.5M | 406,960 | -20,577-5.06% | Reduce |
 CYTOMX THERAPEUTICS INC.CTMX |
| 0.69% | 0.79% | $13.3M | 3.6M | $15.0M | 3.2M | +369,983+11.60% | Add |
 HUMANA INC COMHUM |
| 0.64% | — | $12.4M | 31,171 | $0 | 0 | +31,171 | New Buy |
 XENON PHARMACEUTICALS INCXENE |
| 0.62% | 0.4% | $11.9M | 196,532 | $7.5M | 129,574 | +66,958+51.68% | Add |
 CORVUS PHARMACEUTICALS ICRVS |
| 0.58% | — | $11.2M | 747,994 | $0 | 0 | +747,994 | New Buy |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 0.58% | — | $11.1M | 41,621 | $0 | 0 | +41,621 | New Buy |
 BRUKER CORPBRKR |
| 0.57% | 0.22% | $11.0M | 182,894 | $4.2M | 117,013 | +65,881+56.30% | Add |
 MODERNA INCMRNA |
| 0.55% | 0.43% | $10.7M | 152,122 | $8.1M | 159,708 | -7,586-4.75% | Reduce |
 STRUCTURE THERAPEUTICS INCGPCR |
| 0.55% | 0.35% | $10.5M | 196,302 | $6.7M | 138,036 | +58,266+42.21% | Add |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 0.53% | 0.16% | $10.2M | 217,185 | $3.0M | 160,723 | +56,462+35.13% | Add |
 COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS |
| 0.49% | 0.2% | $9.5M | 672,825 | $3.7M | 677,924 | -5,099-0.75% | Reduce |
| NNEWAMSTERDAM PHARMA COMPANYNAMS |
| 0.48% | 0.48% | $9.3M | 275,471 | $9.1M | 285,764 | -10,293-3.60% | Reduce |
