 NVIDIA CORPORATIONNVDA |
| 9.44% | 9.85% | $227.6M | 1.1M | $210.4M | 1.2M | -68,921-5.71% | Reduce |
 ALPHABET INCGOOGL |
| 5.67% | 5.13% | $136.8M | 382,883 | $109.5M | 380,948 | +1,935+0.51% | Add |
 MICROSOFT CORPMSFT |
| 4.73% | 6.01% | $114.0M | 305,595 | $128.4M | 346,829 | -41,234-11.89% | Reduce |
 APPLE INCAAPL |
| 4.66% | 5.16% | $112.3M | 388,154 | $110.3M | 434,442 | -46,288-10.65% | Reduce |
 AMAZON COM INCAMZN |
| 4.04% | 4.09% | $97.5M | 409,278 | $87.4M | 419,641 | -10,363-2.47% | Reduce |
 BROADCOM INCAVGO |
| 3.74% | 3.68% | $90.2M | 238,661 | $78.6M | 254,087 | -15,426-6.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.34% | 1.55% | $80.5M | 111,309 | $33.1M | 96,976 | +14,333+14.78% | Add |
 JPMORGAN CHASE & COJPM |
| 2.95% | 2.95% | $71.3M | 217,720 | $63.1M | 214,433 | +3,287+1.53% | Add |
 MERCK & CO INCMRK |
| 2.91% | 3.11% | $70.2M | 546,486 | $66.5M | 552,486 | -6,000-1.09% | Reduce |
 GUARDANT HEALTH INCGH |
| 2.75% | 1.93% | $66.4M | 442,816 | $41.2M | 445,530 | -2,714-0.61% | Reduce |
 AMETEK INC COMAME |
| 2.42% | 2.45% | $58.4M | 241,588 | $52.2M | 243,656 | -2,068-0.85% | Reduce |
 META PLATFORMS INCMETA |
| 2.35% | 2.73% | $56.6M | 100,496 | $58.2M | 101,812 | -1,316-1.29% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.32% | 0.08% | $56.1M | 96,502 | $1.7M | 8,460 | +88,042+1,040.69% | Add |
 VISA INCV |
| 2.18% | 2.21% | $52.5M | 153,015 | $47.2M | 156,024 | -3,009-1.93% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 2.12% | 1.97% | $51.2M | 104,149 | $42.1M | 101,047 | +3,102+3.07% | Add |
 BIO-TECHNE CORPTECH |
| 1.93% | 1.5% | $46.6M | 659,537 | $32.0M | 612,826 | +46,711+7.62% | Add |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 1.64% | 1.11% | $39.4M | 1.8M | $23.8M | 1.7M | +124,167+7.24% | Add |
 ANALOG DEVICES INC COMADI |
| 1.63% | 1.61% | $39.3M | 98,981 | $34.4M | 108,232 | -9,251-8.55% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.59% | 2.05% | $38.4M | 281,060 | $43.7M | 257,482 | +23,578+9.16% | Add |
 CHUBB LIMITEDCB |
| 1.53% | 1.61% | $37.0M | 108,588 | $34.5M | 105,827 | +2,761+2.61% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 1.53% | 1.57% | $36.9M | 117,388 | $33.5M | 116,670 | +718+0.62% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.48% | 1.63% | $35.8M | 71,389 | $34.9M | 71,042 | +347+0.49% | Add |
 ELI LILLY & COLLY |
| 1.39% | 1.22% | $33.4M | 27,877 | $26.1M | 28,380 | -503-1.77% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 1.32% | 2.13% | $31.9M | 583,580 | $45.5M | 735,526 | -151,946-20.66% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.22% | 1.26% | $29.3M | 30,000 | $26.9M | 30,000 | 00.00% | Unchanged |
 MARRIOTT INTL INC NEWMAR |
| 1.21% | 1.17% | $29.1M | 78,489 | $25.0M | 76,508 | +1,981+2.59% | Add |
 HOME DEPOT INCHD |
| 1.18% | 1.27% | $28.5M | 80,908 | $27.1M | 82,257 | -1,349-1.64% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.17% | 1% | $28.3M | 37,122 | $21.4M | 54,857 | -17,735-32.33% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.15% | 1.3% | $27.7M | 300,864 | $27.8M | 301,446 | -582-0.19% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.12% | 1.37% | $27.0M | 28,833 | $29.3M | 29,383 | -550-1.87% | Reduce |
 AMERIPRISE FINL INCAMP |
| 1.08% | 1.13% | $26.0M | 56,761 | $24.2M | 54,497 | +2,264+4.15% | Add |
| BBANK OF AMER CORPBAC |
| 1.07% | 1.01% | $25.8M | 452,976 | $21.5M | 440,698 | +12,278+2.79% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.01% | 1.39% | $24.3M | 197,112 | $29.7M | 188,965 | +8,147+4.31% | Add |
 GENERAL MTRS COGM |
| 1% | 1.07% | $24.2M | 313,752 | $22.8M | 305,610 | +8,142+2.66% | Add |
 ORACLE CORPORCL |
| 0.99% | 0.56% | $23.9M | 163,238 | $11.9M | 81,023 | +82,215+101.47% | Add |
 DEXCOM INCDXCM |
| 0.98% | 0.74% | $23.5M | 349,417 | $15.8M | 251,485 | +97,932+38.94% | Add |
 COHERENT CORPCOHR |
| 0.96% | 0.42% | $23.2M | 58,737 | $9.0M | 37,623 | +21,114+56.12% | Add |
 UNION PAC CORPUNP |
| 0.94% | 1.06% | $22.6M | 83,150 | $22.6M | 93,150 | -10,000-10.74% | Reduce |
 AVERY DENNISON CORPAVY |
| 0.92% | 1.08% | $22.2M | 136,777 | $23.0M | 133,295 | +3,482+2.61% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.89% | 1.01% | $21.4M | 162,970 | $21.5M | 157,829 | +5,141+3.26% | Add |
 NETFLIX INCNFLX |
| 0.87% | 1.33% | $21.0M | 294,635 | $28.4M | 295,088 | -453-0.15% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.87% | 0.94% | $21.0M | 154,692 | $20.1M | 152,188 | +2,504+1.65% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.82% | 0.86% | $19.8M | 466,768 | $18.3M | 451,965 | +14,803+3.28% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.77% | 0.78% | $18.6M | 37,489 | $16.8M | 37,532 | -43-0.11% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 0.66% | 0.81% | $16.0M | 288,225 | $17.3M | 282,825 | +5,400+1.91% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.49% | $14.4M | 38,534 | $10.5M | 36,883 | +1,651+4.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.59% | — | $14.2M | 12,299 | $0 | 0 | +12,299 | New Buy |
 ANTERO RESOURCES CORPAR |
| 0.47% | 0.93% | $11.4M | 323,161 | $19.8M | 466,614 | -143,453-30.74% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.46% | 0.64% | $11.2M | 127,131 | $13.8M | 148,219 | -21,088-14.23% | Reduce |
 MURPHY USA INCMUSA |
| 0.45% | 0.51% | $10.8M | 20,038 | $11.0M | 22,238 | -2,200-9.89% | Reduce |
