 NVIDIA CORPORATIONNVDA |
| 6.7% | 6.87% | $650.6M | 3.3M | $584.3M | 3.4M | -98,617-2.94% | Reduce |
 APPLE INCAAPL |
| 6.36% | 6.39% | $617.1M | 2.1M | $543.0M | 2.1M | -6,539-0.31% | Reduce |
 MICROSOFT CORPMSFT |
| 3.99% | 4.48% | $387.2M | 1.0M | $381.1M | 1.0M | +8,571+0.83% | Add |
 ALPHABET INCGOOGL |
| 3.97% | 3.63% | $385.4M | 1.1M | $309.0M | 1.1M | +3,942+0.37% | Add |
 AMAZON COM INCAMZN |
| 3.56% | 3.56% | $345.9M | 1.5M | $303.1M | 1.5M | -3,876-0.27% | Reduce |
 BROADCOM INCAVGO |
| 2.81% | 2.6% | $272.5M | 721,592 | $221.3M | 715,172 | +6,420+0.90% | Add |
| AAlphabet Inc Class CGOOG |
| 1.82% | 1.7% | $177.0M | 500,916 | $144.9M | 505,059 | -4,143-0.82% | Reduce |
 ELI LILLY & COLLY |
| 1.76% | 1.5% | $170.5M | 142,153 | $127.6M | 138,714 | +3,439+2.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.69% | 0.46% | $164.1M | 142,187 | $39.1M | 115,747 | +26,440+22.84% | Add |
 ASTRAZENECA PLCAZN |
| 1.66% | 1.92% | $161.5M | 862,996 | $163.1M | 841,921 | +21,075+2.50% | Add |
 APPLIED MATLS INCAMAT |
| 1.55% | 0.95% | $150.6M | 208,353 | $81.1M | 237,204 | -28,851-12.16% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.45% | 1.72% | $140.9M | 430,472 | $146.3M | 497,274 | -66,802-13.43% | Reduce |
 META PLATFORMS INCMETA |
| 1.33% | 1.49% | $129.4M | 229,733 | $126.7M | 221,511 | +8,222+3.71% | Add |
 VISA INCV |
| 1.23% | 1.19% | $119.7M | 349,012 | $101.4M | 335,397 | +13,615+4.06% | Add |
 UBS GROUP AGUBS |
| 1.23% | 0.59% | $119.2M | 2.4M | $50.4M | 1.3M | +1.1M+82.29% | Add |
 TESLA INCTSLA |
| 1.22% | 1.25% | $118.1M | 280,761 | $106.1M | 285,530 | -4,769-1.67% | Reduce |
 KLA CORPKLAC |
| 1.14% | 0.21% | $110.7M | 366,830 | $18.0M | 12,226 | +354,604+2,900.41% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1% | 0.41% | $97.0M | 166,970 | $34.6M | 170,304 | -3,334-1.96% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.93% | 0.67% | $90.5M | 217,641 | $57.3M | 211,700 | +5,941+2.81% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.86% | 1.22% | $83.0M | 88,729 | $104.0M | 104,408 | -15,679-15.02% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.77% | 0.31% | $74.7M | 172,453 | $26.6M | 124,686 | +47,767+38.31% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.75% | 0.83% | $73.2M | 288,233 | $70.6M | 288,657 | -424-0.15% | Reduce |
 SLB LIMITEDSLB |
| 0.71% | 0.96% | $68.9M | 1.5M | $81.3M | 1.6M | -99,853-6.31% | Reduce |
 CATERPILLAR INCCAT |
| 0.68% | 0.47% | $65.7M | 61,741 | $40.1M | 56,575 | +5,166+9.13% | Add |
 INTEL CORPINTC |
| 0.68% | 0.26% | $65.7M | 470,596 | $22.4M | 507,979 | -37,383-7.36% | Reduce |
 NETFLIX INCNFLX |
| 0.66% | 1.03% | $64.0M | 896,313 | $88.0M | 914,913 | -18,600-2.03% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.65% | 0.84% | $63.0M | 478,542 | $71.6M | 526,068 | -47,526-9.03% | Reduce |
 PEPSICO INCPEP |
| 0.62% | 0.8% | $59.9M | 442,064 | $68.1M | 438,353 | +3,711+0.85% | Add |
 TJX COS INC NEWTJX |
| 0.61% | 0.72% | $58.8M | 388,349 | $61.3M | 384,103 | +4,246+1.11% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.6% | 0.75% | $58.6M | 117,166 | $63.5M | 132,513 | -15,347-11.58% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.58% | 0.75% | $56.5M | 296,704 | $64.0M | 337,663 | -40,959-12.13% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.52% | 0.59% | $50.4M | 102,631 | $50.5M | 121,169 | -18,538-15.30% | Reduce |
 CHUBB LIMITEDCB |
| 0.52% | 0.56% | $50.0M | 146,825 | $47.9M | 146,927 | -102-0.07% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.51% | 0.58% | $49.4M | 277,101 | $49.0M | 11,643 | +265,458+2,279.98% | Add |
 ABBVIE INCABBV |
| 0.5% | 0.48% | $48.8M | 194,041 | $40.5M | 186,146 | +7,895+4.24% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.5% | 0.57% | $48.8M | 95,023 | $48.0M | 96,154 | -1,131-1.18% | Reduce |
 CISCO SYS INCCSCO |
| 0.49% | 0.4% | $47.2M | 402,282 | $33.9M | 436,587 | -34,305-7.86% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.48% | 0.43% | $47.0M | 825,327 | $36.3M | 744,937 | +80,390+10.79% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.48% | 0.6% | $47.0M | 93,709 | $50.9M | 103,533 | -9,824-9.49% | Reduce |
 ILLUMINA INCILMN |
| 0.45% | 0.39% | $43.3M | 246,356 | $33.2M | 269,032 | -22,676-8.43% | Reduce |
 COCA COLA COKO |
| 0.42% | 0.47% | $40.7M | 501,009 | $39.7M | 521,446 | -20,437-3.92% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.41% | 0.47% | $39.9M | 433,610 | $39.6M | 429,157 | +4,453+1.04% | Add |
 AMETEK INC COMAME |
| 0.41% | 0.39% | $39.5M | 163,429 | $33.5M | 156,281 | +7,148+4.57% | Add |
 ACUITY INCAYI |
| 0.39% | 0.32% | $38.0M | 100,996 | $27.4M | 97,748 | +3,248+3.32% | Add |
 IDEX CORPIEX |
| 0.39% | 0.38% | $37.7M | 166,050 | $32.5M | 171,719 | -5,669-3.30% | Reduce |
 PPG INDS INCPPG |
| 0.38% | 0.43% | $36.9M | 304,224 | $36.3M | 339,512 | -35,288-10.39% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.32% | $36.5M | 31,097 | $27.0M | 30,983 | +114+0.37% | Add |
 S&P GLOBAL INCSPGI |
| 0.37% | 0.62% | $35.6M | 87,394 | $52.3M | 122,993 | -35,599-28.94% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.37% | 0.47% | $35.5M | 217,226 | $40.1M | 232,177 | -14,951-6.44% | Reduce |
 MERCK & CO INCMRK |
| 0.36% | 0.39% | $35.3M | 275,102 | $33.6M | 278,937 | -3,835-1.37% | Reduce |
