 ARISTA NETWORKS INCANET |
| 5.52% | 4.63% | $373.2M | 2.2M | $281.5M | 2.3M | -95,779-4.18% | Reduce |
 AMAZON COM INCAMZN |
| 5.2% | 5.62% | $351.9M | 1.5M | $341.7M | 1.6M | -164,535-10.03% | Reduce |
 APPLE INCAAPL |
| 5.1% | 5.02% | $345.1M | 1.2M | $304.9M | 1.2M | -8,993-0.75% | Reduce |
 ALPHABET INCGOOGL |
| 5.01% | 4.85% | $338.8M | 948,035 | $294.5M | 1.0M | -76,134-7.43% | Reduce |
 MICROSOFT CORPMSFT |
| 3.95% | 4.41% | $267.0M | 715,730 | $267.7M | 723,057 | -7,327-1.01% | Reduce |
 META PLATFORMS INCMETA |
| 3.86% | 4.41% | $261.2M | 463,636 | $267.9M | 468,242 | -4,606-0.98% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.61% | 2.64% | $243.8M | 1.2M | $160.2M | 918,433 | +300,149+32.68% | Add |
| IInfineon Technologies Ag Spon Adr Each Rep 1 Ord ShsIFNNY |
| 3.14% | 2.21% | $212.2M | 2.3M | $134.6M | 3.0M | -717,582-24.11% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.9% | 2.93% | $196.2M | 599,431 | $177.7M | 604,237 | -4,806-0.80% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.85% | 3.12% | $192.8M | 375,416 | $189.7M | 379,695 | -4,279-1.13% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.51% | 2.77% | $169.9M | 338,876 | $168.5M | 342,765 | -3,889-1.13% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.32% | 2.37% | $157.0M | 1.8M | $144.1M | 1.8M | -19,913-1.09% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.29% | 1.67% | $154.6M | 518,704 | $101.7M | 523,650 | -4,946-0.94% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 2.27% | 2.74% | $153.7M | 386,569 | $166.3M | 360,734 | +25,835+7.16% | Add |
 DELTA AIR LINES INCDAL |
| 2.17% | 1.73% | $146.7M | 1.6M | $105.0M | 1.6M | -13,604-0.86% | Reduce |
 DEERE & CODE |
| 2.16% | 2.16% | $146.2M | 230,553 | $131.4M | 233,300 | -2,747-1.18% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 2.14% | 2.09% | $144.5M | 108,456 | $126.9M | 109,511 | -1,055-0.96% | Reduce |
 NETFLIX INCNFLX |
| 2.13% | 3.22% | $143.7M | 2.0M | $195.6M | 2.0M | -21,939-1.08% | Reduce |
| EENTEGRIS INCENTG |
| 2.04% | 1.49% | $137.8M | 766,013 | $90.7M | 773,329 | -7,316-0.95% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.98% | 2.13% | $134.1M | 267,976 | $129.5M | 270,322 | -2,346-0.87% | Reduce |
 STARBUCKS CORPSBUX |
| 1.95% | 1.92% | $132.1M | 1.3M | $116.7M | 1.3M | -10,295-0.79% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.78% | — | $120.5M | 404,529 | $0 | 0 | +404,529 | New Buy |
 VERISK ANALYTICS INC COMVRSK |
| 1.73% | 0.9% | $117.0M | 651,868 | $54.6M | 287,556 | +364,312+126.69% | Add |
 UNION PAC CORPUNP |
| 1.66% | 1.67% | $112.5M | 413,762 | $101.3M | 417,394 | -3,632-0.87% | Reduce |
 FEDEX CORPFDX |
| 1.61% | 2.05% | $108.6M | 346,694 | $124.5M | 349,480 | -2,786-0.80% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.59% | 1.82% | $107.3M | 1.2M | $110.3M | 1.2M | -11,041-0.94% | Reduce |
 MOODYS CORPMCO |
| 1.53% | 1.65% | $103.5M | 228,446 | $100.5M | 230,261 | -1,815-0.79% | Reduce |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.5% | 1.63% | $101.7M | 990,558 | $98.9M | 998,417 | -7,859-0.79% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.48% | 1.64% | $100.0M | 341,235 | $99.8M | 343,636 | -2,401-0.70% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.44% | 1.73% | $97.4M | 104,081 | $105.2M | 105,530 | -1,449-1.37% | Reduce |
 AON PLC SHS CL AAON |
| 1.37% | 1.5% | $92.7M | 279,586 | $91.4M | 283,054 | -3,468-1.23% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.36% | 1.36% | $92.1M | 221,607 | $82.5M | 304,877 | -83,270-27.31% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.35% | 1.89% | $91.2M | 543,987 | $115.1M | 547,863 | -3,876-0.71% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 1.33% | 1.4% | $89.7M | 2.6M | $85.2M | 2.7M | -23,687-0.89% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.31% | 1.42% | $88.5M | 348,528 | $86.0M | 351,933 | -3,405-0.97% | Reduce |
 WORKDAY INCWDAY |
| 1.31% | 1.56% | $88.3M | 721,421 | $94.5M | 727,404 | -5,983-0.82% | Reduce |
 NOVARTIS AGNVS |
| 1.29% | 1.41% | $87.4M | 557,777 | $85.8M | 561,837 | -4,060-0.72% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 1.27% | 1.48% | $85.9M | 567,338 | $89.9M | 571,820 | -4,482-0.78% | Reduce |
 YUM BRANDS INC COMYUM |
| 1.25% | 1.36% | $84.3M | 527,241 | $82.7M | 531,880 | -4,639-0.87% | Reduce |
 WATERS CORPWAT |
| 1.1% | 0.98% | $74.2M | 197,905 | $59.4M | 199,532 | -1,627-0.82% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.05% | 1.23% | $71.0M | 174,336 | $74.7M | 175,660 | -1,324-0.75% | Reduce |
 TESLA INCTSLA |
| 0.92% | 0.91% | $62.3M | 148,181 | $55.5M | 149,312 | -1,131-0.76% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.89% | 0.94% | $60.5M | 175,746 | $57.1M | 178,104 | -2,358-1.32% | Reduce |
| SSAIA INCSAIA |
| 0.88% | — | $59.3M | 140,806 | $0 | 0 | +140,806 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 0.83% | 0.85% | $56.0M | 279,263 | $51.6M | 282,709 | -3,446-1.22% | Reduce |
 NIKE INCNKE |
| 0.68% | 0.99% | $46.2M | 1.1M | $60.0M | 1.1M | -9,199-0.81% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 0.6% | 1.1% | $40.3M | 228,211 | $66.7M | 387,360 | -159,149-41.09% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.95% | $36.2M | 102,331 | $57.5M | 200,506 | -98,175-48.96% | Reduce |
 SHOPIFY INCSHOP |
| 0.43% | 0.5% | $28.9M | 252,988 | $30.2M | 254,538 | -1,550-0.61% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.39% | — | $26.2M | 173,397 | $0 | 0 | +173,397 | New Buy |
