 META PLATFORMS INCMETA |
| 12.03% | 4.74% | $59.2M | 121,712 | $22.8M | 79,740 | +41,972+52.64% | Add |
 MICROSOFT CORPMSFT |
| 5.3% | 6.12% | $26.0M | 91,575 | $29.5M | 87,185 | +4,390+5.04% | Add |
 APPLE INCAAPL |
| 3.08% | 4.35% | $15.2M | 92,514 | $20.9M | 108,750 | -16,236-14.93% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 2.47% | 2.28% | $12.1M | 59,325 | $11.0M | 56,372 | +2,953+5.24% | Add |
 MERCK & CO INCMRK |
| 2.45% | 2.43% | $12.1M | 107,727 | $11.7M | 102,373 | +5,354+5.23% | Add |
 VISA INCV |
| 2.38% | 2.14% | $11.7M | 51,359 | $10.3M | 43,348 | +8,011+18.48% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 2.16% | 1.51% | $10.6M | 279,538 | $7.3M | 174,632 | +104,906+60.07% | Add |
 ADOBE INC COMADBE |
| 2.15% | 1.93% | $10.6M | 27,687 | $9.3M | 19,206 | +8,481+44.16% | Add |
 ALPHABET INCGOOGL |
| 2.13% | 2.96% | $10.5M | 100,413 | $14.2M | 118,753 | -18,340-15.44% | Reduce |
 AMAZON COM INCAMZN |
| 2.08% | 2.99% | $10.2M | 100,933 | $14.4M | 110,674 | -9,741-8.80% | Reduce |
 HOME DEPOT INCHD |
| 2.05% | 2.34% | $10.1M | 34,872 | $11.3M | 36,333 | -1,461-4.02% | Reduce |
 NETFLIX INCNFLX |
| 1.98% | 2.61% | $9.7M | 28,451 | $12.6M | 28,451 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.98% | 2.41% | $9.7M | 104,961 | $11.6M | 100,401 | +4,560+4.54% | Add |
 PFIZER INCPFE |
| 1.9% | 2.11% | $9.3M | 224,247 | $10.1M | 276,776 | -52,529-18.98% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.8% | 1.86% | $8.9M | 83,357 | $8.9M | 79,214 | +4,143+5.23% | Add |
| AAT&T INCT |
| 1.79% | 1.9% | $8.8M | 443,175 | $9.1M | 567,266 | -124,091-21.88% | Reduce |
 COCA COLA COKO |
| 1.76% | 2.55% | $8.7M | 137,879 | $12.3M | 202,631 | -64,752-31.96% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 1.73% | 2.15% | $8.5M | 152,392 | $10.4M | 205,222 | -52,830-25.74% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.61% | 1.52% | $7.9M | 31,923 | $7.3M | 30,900 | +1,023+3.31% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 1.58% | 2.09% | $7.8M | 173,273 | $10.1M | 223,401 | -50,128-22.44% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.55% | 1.53% | $7.6M | 57,706 | $7.3M | 54,971 | +2,735+4.98% | Add |
 DISNEY WALT CODIS |
| 1.54% | 0.82% | $7.6M | 75,878 | $4.0M | 43,905 | +31,973+72.82% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.5% | 1.85% | $7.4M | 78,069 | $8.9M | 104,593 | -26,524-25.36% | Reduce |
 CHUBB LIMITEDCB |
| 1.45% | 1.38% | $7.1M | 36,423 | $6.6M | 34,563 | +1,860+5.38% | Add |
 SALESFORCE INCCRM |
| 1.44% | 1.55% | $7.1M | 36,213 | $7.5M | 35,376 | +837+2.37% | Add |
 BAKER HUGHES COMPANYBKR |
| 1.39% | 1.49% | $6.8M | 235,628 | $7.2M | 227,024 | +8,604+3.79% | Add |
 CISCO SYS INCCSCO |
| 1.38% | 0.26% | $6.8M | 131,268 | $1.3M | 24,369 | +106,899+438.67% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.32% | 0.72% | $6.5M | 55,192 | $3.5M | 54,561 | +631+1.16% | Add |
| EEVERPURE INC CL AEVPR |
| 1.32% | 0.54% | $6.5M | 124,843 | $2.6M | 70,306 | +54,537+77.57% | Add |
 CME GROUP INCCME |
| 1.29% | 1.17% | $6.3M | 32,505 | $5.7M | 30,389 | +2,116+6.96% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.27% | 1.41% | $6.2M | 79,698 | $6.8M | 91,206 | -11,508-12.62% | Reduce |
 LAUDER ESTEE COS INC CL AEL |
| 1.21% | 1.5% | $5.9M | 38,495 | $7.2M | 36,454 | +2,041+5.60% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.16% | 1.47% | $5.7M | 358,286 | $7.1M | 423,174 | -64,888-15.33% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.13% | 2.03% | $5.6M | 109,619 | $9.8M | 182,274 | -72,655-39.86% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.05% | 2.98% | $5.1M | 48,958 | $14.3M | 118,990 | -70,032-58.86% | Reduce |
 AUTODESK INCADSK |
| 1.02% | 1.01% | $5.0M | 25,360 | $4.9M | 23,942 | +1,418+5.92% | Add |
 TARGET CORP COMTGT |
| 1.02% | 0.22% | $5.0M | 30,238 | $1.0M | 7,729 | +22,509+291.23% | Add |
| NNATIONAL INSTRUMENTS |
| 0.97% | 1.54% | $4.8M | 90,889 | $7.4M | 129,448 | -38,559-29.79% | Reduce |
 SLB LIMITEDSLB |
| 0.96% | 0.91% | $4.7M | 93,350 | $4.4M | 88,576 | +4,774+5.39% | Add |
 CDW CORPCDW |
| 0.77% | 0.73% | $3.8M | 20,164 | $3.5M | 19,266 | +898+4.66% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.76% | — | $3.7M | 61,204 | $0 | 0 | +61,204 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.75% | 0.65% | $3.7M | 6,894 | $3.1M | 6,545 | +349+5.33% | Add |
 IQVIA HLDGS INCIQV |
| 0.72% | — | $3.5M | 17,893 | $0 | 0 | +17,893 | New Buy |
| SSPIRIT AEROSYSTEMS HLDGS INCS9Q |
| 0.71% | — | $3.5M | 100,826 | $0 | 0 | +100,826 | New Buy |
 MEDTRONIC PLCMDT |
| 0.68% | 1.84% | $3.4M | 41,794 | $8.8M | 101,512 | -59,718-58.83% | Reduce |
 EATON CORP PLCETN |
| 0.68% | 1.1% | $3.3M | 20,963 | $5.3M | 26,477 | -5,514-20.83% | Reduce |
 LAS VEGAS SANDS CORP COMLVS |
| 0.68% | 0.68% | $3.3M | 58,704 | $3.3M | 55,955 | +2,749+4.91% | Add |
 TJX COS INC NEWTJX |
| 0.67% | 0.95% | $3.3M | 42,360 | $4.6M | 54,211 | -11,851-21.86% | Reduce |
 ORGANON & CO COMMON STOCKOGN |
| 0.66% | 0.58% | $3.3M | 138,001 | $2.8M | 135,053 | +2,948+2.18% | Add |
 ROSS STORES INC COMROST |
| 0.64% | 0.67% | $3.2M | 29,612 | $3.2M | 28,977 | +635+2.19% | Add |
