| RREVOLUTION MEDICINES INC COMRVMD |
| 13.32% | 12.79% | $337.1M | 1.8M | $267.4M | 2.8M | -950,000-34.55% | Reduce |
 INSMED INCINSM |
| 6.74% | 11.73% | $170.6M | 1.6M | $245.3M | 1.5M | +100,000+6.67% | Add |
 CYTOKINETICS INCCYTK |
| 5.38% | 8.2% | $136.3M | 1.6M | $171.4M | 2.6M | -1.0M-38.46% | Reduce |
 CVS HEALTH CORPCVS |
| 4.49% | 0.52% | $113.8M | 1.1M | $10.8M | 150,000 | +950,000+633.33% | Add |
 EDGEWISE THERAPEUTICS INCEWTX |
| 3.21% | 2.41% | $81.3M | 2.0M | $50.4M | 1.6M | +400,000+25.00% | Add |
| VVERA THERAPEUTICS INCVERA |
| 2.97% | 3.08% | $75.1M | 1.8M | $64.4M | 1.6M | +150,000+9.38% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 2.9% | 0.28% | $73.4M | 300,000 | $5.9M | 35,000 | +265,000+757.14% | Add |
 CARDINAL HEALTH INCCAH |
| 2.81% | 2.73% | $71.3M | 300,000 | $57.1M | 270,000 | +30,000+11.11% | Add |
 ROIVANT SCIENCES LTDROIV |
| 2.8% | 2.65% | $70.8M | 2.0M | $55.4M | 2.0M | 00.00% | Unchanged |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 2.41% | 2.5% | $61.1M | 550,000 | $52.2M | 600,000 | -50,000-8.33% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.23% | 0.65% | $56.5M | 625,000 | $13.6M | 170,000 | +455,000+267.65% | Add |
| AALIGNMENT HEALTHCARE INCALHC |
| 1.88% | 2.17% | $47.6M | 2.0M | $45.4M | 2.6M | -575,000-22.33% | Reduce |
 MERCK & CO INCMRK |
| 1.78% | 2.45% | $45.0M | 350,000 | $51.1M | 425,000 | -75,000-17.65% | Reduce |
 NOVO-NORDISK A SNVO |
| 1.7% | — | $43.1M | 900,000 | $0 | 0 | +900,000 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 1.67% | 0.56% | $42.4M | 200,000 | $11.8M | 60,000 | +140,000+233.33% | Add |
 UNIQURE NVQURE |
| 1.64% | 0.7% | $41.5M | 900,000 | $14.7M | 900,000 | 00.00% | Unchanged |
 SCHOLAR ROCK HLDG CORPSRRK |
| 1.63% | 1.18% | $41.3M | 750,000 | $24.6M | 500,000 | +250,000+50.00% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.52% | 1.65% | $38.4M | 900,000 | $34.5M | 550,000 | +350,000+63.64% | Add |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 1.52% | 2.55% | $38.4M | 550,000 | $53.3M | 1.3M | -700,000-56.00% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.43% | — | $36.3M | 400,000 | $0 | 0 | +400,000 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 1.4% | — | $35.3M | 85,000 | $0 | 0 | +85,000 | New Buy |
| LLIFESTANCE HEALTH GROUP INCLFST |
| 1.27% | 1.31% | $32.1M | 3.0M | $27.4M | 4.3M | -1.3M-30.23% | Reduce |
 NOVARTIS AGNVS |
| 1.24% | 1.83% | $31.3M | 200,000 | $38.2M | 250,000 | -50,000-20.00% | Reduce |
| TTANGO THERAPEUTICS INCTNGX |
| 1.23% | 0.45% | $31.3M | 1.0M | $9.4M | 450,000 | +550,000+122.22% | Add |
| TTENET HEALTHCARE CORPTHC |
| 1.22% | — | $30.9M | 165,000 | $0 | 0 | +165,000 | New Buy |
| SSPYRE THERAPEUTICS INCSYRE |
| 1.14% | — | $28.9M | 325,000 | $0 | 0 | +325,000 | New Buy |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 1.02% | 0.36% | $25.9M | 550,000 | $7.6M | 400,000 | +150,000+37.50% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 1% | 0.95% | $25.3M | 150,000 | $19.8M | 150,000 | 00.00% | Unchanged |
 REGENERON PHARMACEUTICALSREGN |
| 0.99% | 3.14% | $24.9M | 40,000 | $65.7M | 85,000 | -45,000-52.94% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 0.94% | 0.45% | $23.8M | 300,000 | $9.4M | 125,000 | +175,000+140.00% | Add |
 BIOGEN INCBIIB |
| 0.85% | 0.53% | $21.6M | 100,000 | $11.0M | 60,000 | +40,000+66.67% | Add |
| TTRAVERE THERAPEUTICS INCTVTX |
| 0.84% | — | $21.3M | 375,000 | $0 | 0 | +375,000 | New Buy |
 LANTHEUS HLDGS INCLNTH |
| 0.83% | 0.45% | $21.1M | 190,000 | $9.5M | 125,000 | +65,000+52.00% | Add |
| GGLAUKOS CORP COMGKOS |
| 0.83% | 0.9% | $21.0M | 150,000 | $18.8M | 175,000 | -25,000-14.29% | Reduce |
| OORIC PHARMACEUTICALS INCORIC |
| 0.81% | 0.85% | $20.6M | 1.9M | $17.7M | 1.4M | +500,000+35.71% | Add |
 BRIDGEBIO PHARMA INCBBIO |
| 0.81% | 0.98% | $20.5M | 275,000 | $20.4M | 275,000 | 00.00% | Unchanged |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.78% | 0.85% | $19.9M | 40,000 | $17.9M | 40,000 | 00.00% | Unchanged |
 ALUMIS INCALMS |
| 0.78% | 0.84% | $19.7M | 700,000 | $17.6M | 800,000 | -100,000-12.50% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.76% | 1.05% | $19.3M | 50,000 | $22.0M | 75,000 | -25,000-33.33% | Reduce |
 CENTENE CORP DEL COMCNC |
| 0.76% | 1.02% | $19.3M | 300,000 | $21.3M | 650,000 | -350,000-53.85% | Reduce |
| EERASCA INCERAS |
| 0.72% | 0.54% | $18.3M | 1.0M | $11.3M | 700,000 | +300,000+42.86% | Add |
 ELI LILLY & COLLY |
| 0.71% | 0.66% | $18.0M | 15,000 | $13.8M | 15,000 | 00.00% | Unchanged |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.64% | 0.9% | $16.3M | 200,000 | $18.8M | 300,000 | -100,000-33.33% | Reduce |
 ENVISTA HOLDINGS CORPORATIONNVST |
| 0.62% | 0.42% | $15.8M | 600,000 | $8.9M | 350,000 | +250,000+71.43% | Add |
 MEDTRONIC PLCMDT |
| 0.62% | — | $15.6M | 200,000 | $0 | 0 | +200,000 | New Buy |
 WATERS CORPWAT |
| 0.59% | — | $15.0M | 40,000 | $0 | 0 | +40,000 | New Buy |
 LIVANOVA PLCLIVN |
| 0.58% | 0.46% | $14.8M | 180,000 | $9.5M | 150,000 | +30,000+20.00% | Add |
| FFORTE BIOSCIENCES INCFBRX |
| 0.57% | 0.19% | $14.3M | 675,000 | $3.9M | 150,000 | +525,000+350.00% | Add |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 0.53% | 0.63% | $13.4M | 25,000 | $13.1M | 25,000 | 00.00% | Unchanged |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.53% | 0.62% | $13.4M | 40,000 | $12.9M | 40,000 | 00.00% | Unchanged |
