 NVIDIA CORPORATIONNVDA |
| 6.69% | 6.16% | $181.1M | 905,162 | $151.6M | 869,338 | +35,824+4.12% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 3.76% | 2.62% | $101.9M | 271,512 | $64.5M | 232,032 | +39,480+17.01% | Add |
 MICROSOFT CORPMSFT |
| 3.63% | 2.84% | $98.2M | 263,154 | $69.9M | 188,849 | +74,305+39.35% | Add |
 BROADCOM INCAVGO |
| 3.1% | 2.13% | $83.8M | 221,859 | $52.5M | 169,717 | +52,142+30.72% | Add |
 ALPHABET INCGOOGL |
| 2.85% | 2.11% | $77.1M | 215,705 | $52.0M | 180,834 | +34,871+19.28% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.67% | 1.51% | $72.3M | 124,492 | $37.2M | 182,667 | -58,175-31.85% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.32% | 1.58% | $62.9M | 247,227 | $38.9M | 257,688 | -10,461-4.06% | Reduce |
 SYNOPSYS INCSNPS |
| 2.05% | 2.45% | $55.6M | 124,551 | $60.2M | 151,873 | -27,322-17.99% | Reduce |
 KLA CORPKLAC |
| 2.05% | 1.17% | $55.4M | 183,756 | $28.9M | 19,632 | +164,124+836.00% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.88% | 1.86% | $51.0M | 66,800 | $45.9M | 117,624 | -50,824-43.21% | Reduce |
 MONGODB INC CL AMDB |
| 1.6% | 0.97% | $43.3M | 128,865 | $23.8M | 97,300 | +31,565+32.44% | Add |
 VERTIV HOLDINGS COVRT |
| 1.56% | 1.54% | $42.2M | 126,001 | $37.9M | 151,388 | -25,387-16.77% | Reduce |
 WASTE MGMT INC DELWM |
| 1.52% | 1.55% | $41.2M | 184,679 | $38.2M | 166,449 | +18,230+10.95% | Add |
| BBENTLEY SYS INCBSY |
| 1.52% | 1.79% | $41.0M | 1.4M | $44.2M | 1.3M | +115,302+9.17% | Add |
 QUANTA SVCS INCPWR |
| 1.47% | 0.36% | $39.9M | 55,398 | $8.8M | 16,013 | +39,385+245.96% | Add |
 ECOLAB INCECL |
| 1.44% | 2.19% | $38.9M | 139,531 | $53.9M | 202,638 | -63,107-31.14% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.37% | 1.71% | $37.1M | 93,416 | $42.1M | 91,279 | +2,137+2.34% | Add |
 VERALTO CORP COM SHSVLTO |
| 1.37% | 1.27% | $37.1M | 418,199 | $31.3M | 354,189 | +64,010+18.07% | Add |
 IDEX CORPIEX |
| 1.27% | 1.24% | $34.5M | 151,873 | $30.5M | 160,700 | -8,827-5.49% | Reduce |
 DATADOG INCDDOG |
| 1.2% | 0.35% | $32.5M | 124,696 | $8.6M | 72,649 | +52,047+71.64% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.19% | 1.54% | $32.3M | 190,204 | $37.9M | 320,522 | -130,318-40.66% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.18% | 1.46% | $32.1M | 63,957 | $36.0M | 73,275 | -9,318-12.72% | Reduce |
| JJBT MAREL CORPORATIONJBTM |
| 1.11% | 1.01% | $30.2M | 208,212 | $24.9M | 194,430 | +13,782+7.09% | Add |
 XYLEM INCXYL |
| 1.11% | 1.19% | $30.0M | 253,836 | $29.2M | 244,505 | +9,331+3.82% | Add |
 PALO ALTOPANW |
| 1.09% | 1.21% | $29.5M | 86,461 | $29.9M | 186,566 | -100,105-53.66% | Reduce |
 SERVICENOW INCNOW |
| 1.05% | 2.6% | $28.4M | 285,591 | $64.0M | 611,772 | -326,181-53.32% | Reduce |
 CLEAN HARBORS INCCLH |
| 1.02% | 1.52% | $27.7M | 92,631 | $37.5M | 130,675 | -38,044-29.11% | Reduce |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.01% | 0.96% | $27.2M | 173,559 | $23.6M | 172,152 | +1,407+0.82% | Add |
 VISA INCV |
| 1% | 0.47% | $27.0M | 78,691 | $11.5M | 37,929 | +40,762+107.47% | Add |
| FFLEX LTDFLEX |
| 0.93% | 0.36% | $25.2M | 155,716 | $8.9M | 136,090 | +19,626+14.42% | Add |
 WASTE CONNECTIONS INCWCN |
| 0.87% | 0.98% | $23.6M | 141,587 | $24.1M | 148,126 | -6,539-4.41% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.86% | 0.4% | $23.3M | 253,811 | $9.8M | 114,813 | +138,998+121.06% | Add |
 DANAHER CORP DEL COMDHR |
| 0.83% | 1.01% | $22.5M | 118,203 | $24.8M | 130,964 | -12,761-9.74% | Reduce |
| MMANHATTAN ASSOCIATES INCMANH |
| 0.83% | 0.8% | $22.4M | 160,627 | $19.8M | 148,622 | +12,005+8.08% | Add |
 PENTAIR PLCPNR |
| 0.79% | 0.81% | $21.5M | 280,319 | $19.9M | 228,918 | +51,401+22.45% | Add |
 JFROG LTDFROG |
| 0.78% | 0.68% | $21.1M | 232,115 | $16.6M | 354,574 | -122,459-34.54% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.75% | 0.33% | $20.4M | 480,731 | $8.1M | 161,329 | +319,402+197.98% | Add |
| TTETRA TECH INC NEWTTEK |
| 0.71% | 0.75% | $19.3M | 669,611 | $18.4M | 611,722 | +57,889+9.46% | Add |
 CORE & MAIN INCCNM |
| 0.71% | 0.84% | $19.3M | 399,233 | $20.6M | 418,000 | -18,767-4.49% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.7% | 0.46% | $18.8M | 53,821 | $11.2M | 39,821 | +14,000+35.16% | Add |
 MERCK & CO INCMRK |
| 0.69% | 0.21% | $18.6M | 144,550 | $5.3M | 43,698 | +100,852+230.79% | Add |
| PPTC INC COMPTC |
| 0.67% | 1% | $18.0M | 158,736 | $24.7M | 173,039 | -14,303-8.27% | Reduce |
| EENERSYSENS |
| 0.65% | 0.48% | $17.6M | 75,268 | $11.7M | 67,438 | +7,830+11.61% | Add |
 LINDE PLCLIN |
| 0.64% | 0.55% | $17.4M | 33,473 | $13.5M | 27,136 | +6,337+23.35% | Add |
 TRIMBLE INC COMTRMB |
| 0.64% | 0.7% | $17.3M | 337,734 | $17.3M | 265,711 | +72,023+27.11% | Add |
 ABBVIE INCABBV |
| 0.64% | 0.25% | $17.2M | 68,391 | $6.1M | 28,049 | +40,342+143.83% | Add |
 EMERSON ELEC COEMR |
| 0.62% | 0.51% | $16.9M | 118,071 | $12.5M | 95,408 | +22,663+23.75% | Add |
 LITTELFUSE INCLFUS |
| 0.62% | 0.65% | $16.7M | 36,765 | $16.1M | 47,410 | -10,645-22.45% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.61% | — | $16.5M | 14,267 | $0 | 0 | +14,267 | New Buy |
 DEXCOM INCDXCM |
| 0.61% | 0.75% | $16.4M | 243,519 | $18.4M | 292,754 | -49,235-16.82% | Reduce |
