 APPLIED MATLS INCAMAT |
| 17.81% | 14.99% | $66.9M | 92,498 | $40.4M | 118,062 | -25,564-21.65% | Reduce |
 LAM RESEARCH CORPLRCX |
| 17.18% | 12.68% | $64.5M | 148,878 | $34.1M | 159,785 | -10,907-6.83% | Reduce |
 KLA CORPKLAC |
| 10.92% | 7.44% | $41.0M | 135,960 | $20.0M | 13,596 | +122,364+900.00% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 6.59% | 9.91% | $24.7M | 927,890 | $26.7M | 971,270 | -43,380-4.47% | Reduce |
 CISCO SYS INCCSCO |
| 6.44% | 5.94% | $24.2M | 205,951 | $16.0M | 205,951 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 6.05% | 7.41% | $22.7M | 78,561 | $19.9M | 78,561 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 5.59% | 7.52% | $21.0M | 254,192 | $20.2M | 254,192 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 4.28% | 1.89% | $16.1M | 115,051 | $5.1M | 115,051 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.05% | 5.3% | $15.2M | 40,824 | $14.3M | 38,524 | +2,300+5.97% | Add |
 NIKE INCNKE |
| 3.95% | 4.77% | $14.8M | 361,489 | $12.8M | 242,915 | +118,574+48.81% | Add |
 GATX CORPGATX |
| 3.93% | 5.29% | $14.8M | 83,396 | $14.2M | 83,396 | 00.00% | Unchanged |
 COMCAST CORP NEW CL ACMCSA |
| 3.59% | 5.12% | $13.5M | 549,531 | $13.8M | 480,401 | +69,130+14.39% | Add |
 EAGLE MATLS INCEXP |
| 3.54% | 4.16% | $13.3M | 59,157 | $11.2M | 59,157 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 2.21% | 2.64% | $8.3M | 145,981 | $7.1M | 145,981 | 00.00% | Unchanged |
| VVERSANT MEDIA GROUP INC COM CL AVSNT |
| 2.12% | 2.84% | $8.0M | 221,266 | $7.6M | 206,420 | +14,846+7.19% | Add |
 HP INCHPQ |
| 1.73% | 2.11% | $6.5M | 295,406 | $5.7M | 295,406 | 00.00% | Unchanged |
