 NVIDIA CORPORATIONNVDA |
| 7.41% | 7.73% | $159.7M | 798,236 | $287.7M | 1.6M | -851,538-51.62% | Reduce |
 APPLE INCAAPL |
| 6.49% | 6.46% | $139.9M | 483,606 | $240.5M | 947,791 | -464,185-48.98% | Reduce |
 MICROSOFT CORPMSFT |
| 3.57% | 3.94% | $77.0M | 206,358 | $146.8M | 396,597 | -190,239-47.97% | Reduce |
 AMAZON COM INCAMZN |
| 3.49% | 3.43% | $75.1M | 315,237 | $127.6M | 612,695 | -297,458-48.55% | Reduce |
 ALPHABET INCGOOGL |
| 2.87% | 2.73% | $61.8M | 173,008 | $101.7M | 353,497 | -180,489-51.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.3% | 2.23% | $49.6M | 140,300 | $82.8M | 288,742 | -148,442-51.41% | Reduce |
 BROADCOM INCAVGO |
| 2.29% | 2.05% | $49.2M | 130,372 | $76.2M | 246,060 | -115,688-47.02% | Reduce |
 META PLATFORMS INCMETA |
| 1.91% | 2.14% | $41.1M | 72,965 | $79.6M | 139,115 | -66,150-47.55% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.83% | 0.86% | $39.3M | 67,712 | $31.9M | 156,965 | -89,253-56.86% | Reduce |
 TESLA INCTSLA |
| 1.68% | 1.77% | $36.2M | 86,165 | $65.9M | 177,356 | -91,191-51.42% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.62% | 0.45% | $34.8M | 30,183 | $16.6M | 49,027 | -18,844-38.44% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.34% | 1.38% | $28.9M | 88,370 | $51.6M | 175,265 | -86,895-49.58% | Reduce |
 ELI LILLY & COLLY |
| 1.25% | 1.13% | $26.9M | 22,430 | $42.2M | 45,904 | -23,474-51.14% | Reduce |
 INTEL CORPINTC |
| 1.15% | 0.44% | $24.8M | 177,563 | $16.3M | 368,739 | -191,176-51.85% | Reduce |
 KLA CORPKLAC |
| 1.05% | 0.8% | $22.6M | 74,769 | $29.8M | 20,262 | +54,507+269.01% | Add |
 CISCO SYS INCCSCO |
| 0.97% | 0.85% | $20.9M | 178,214 | $31.5M | 405,545 | -227,331-56.06% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.92% | 1.04% | $19.9M | 78,182 | $38.9M | 158,964 | -80,782-50.82% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.92% | 1.04% | $19.8M | 105,982 | $38.6M | 199,294 | -93,312-46.82% | Reduce |
 VISA INCV |
| 0.89% | 0.89% | $19.1M | 55,770 | $33.1M | 109,401 | -53,631-49.02% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.86% | 0.51% | $18.6M | 25,676 | $18.8M | 55,073 | -29,397-53.38% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.82% | 0.88% | $17.6M | 44,403 | $32.8M | 103,218 | -58,815-56.98% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.04% | $17.3M | 39,850 | $1.4M | 6,387 | +33,463+523.92% | Add |
 COCA COLA COKO |
| 0.78% | 0.93% | $16.8M | 206,323 | $34.8M | 454,596 | -248,273-54.61% | Reduce |
 MCDONALDS CORPMCD |
| 0.77% | 0.82% | $16.7M | 61,750 | $30.6M | 98,325 | -36,575-37.20% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.77% | 0.9% | $16.7M | 289,321 | $33.6M | 554,811 | -265,490-47.85% | Reduce |
 LINDE PLCLIN |
| 0.68% | 0.02% | $14.7M | 28,273 | $890,385 | 1,796 | +26,477+1,474.22% | Add |
 ABBVIE INCABBV |
| 0.66% | 0.65% | $14.2M | 56,423 | $24.1M | 110,939 | -54,516-49.14% | Reduce |
 GE VERNOVA INCGEV |
| 0.65% | 0.51% | $14.1M | 12,010 | $19.1M | 21,905 | -9,895-45.17% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.65% | 0.74% | $14.0M | 27,314 | $27.5M | 55,084 | -27,770-50.41% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.6% | 0.38% | $13.0M | 224,029 | $14.3M | 246,694 | -22,665-9.19% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.6% | 0.58% | $12.9M | 226,132 | $21.8M | 446,596 | -220,464-49.37% | Reduce |
 KEURIG DR PEPPER INC COMKDP |
| 0.56% | 0.55% | $12.0M | 367,489 | $20.4M | 770,544 | -403,055-52.31% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.4% | $12.0M | 28,873 | $15.1M | 55,712 | -26,839-48.17% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.55% | 0.84% | $11.9M | 23,690 | $31.3M | 65,223 | -41,533-63.68% | Reduce |
 AMGEN INC COMAMGN |
| 0.55% | 0.44% | $11.8M | 32,649 | $16.2M | 46,053 | -13,404-29.11% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.54% | 0.54% | $11.5M | 23,301 | $20.1M | 55,879 | -32,578-58.30% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.53% | 0.65% | $11.4M | 90,311 | $24.2M | 173,584 | -83,273-47.97% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.53% | 0.44% | $11.4M | 26,355 | $16.4M | 99,753 | -73,398-73.58% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.52% | 0.55% | $11.3M | 67,222 | $20.5M | 97,783 | -30,561-31.25% | Reduce |
 HOME DEPOT INCHD |
| 0.52% | 0.55% | $11.2M | 31,887 | $20.4M | 62,156 | -30,269-48.70% | Reduce |
 ECOLAB INCECL |
| 0.52% | 0.64% | $11.2M | 40,187 | $24.0M | 89,913 | -49,726-55.30% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.52% | 0.38% | $11.2M | 65,794 | $14.0M | 113,715 | -47,921-42.14% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.51% | 0.49% | $11.0M | 46,169 | $18.2M | 86,197 | -40,028-46.44% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.5% | 0.53% | $10.8M | 149,919 | $19.7M | 273,838 | -123,919-45.25% | Reduce |
| FFASTENAL CO COMFAST |
| 0.49% | 0.52% | $10.5M | 218,345 | $19.5M | 419,491 | -201,146-47.95% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.49% | 0.35% | $10.5M | 21,075 | $13.2M | 29,580 | -8,505-28.75% | Reduce |
 WATERS CORPWAT |
| 0.48% | 0.47% | $10.4M | 27,778 | $17.4M | 58,535 | -30,757-52.54% | Reduce |
 EQUINIX INCEQIX |
| 0.47% | 0.44% | $10.2M | 9,797 | $16.2M | 16,563 | -6,766-40.85% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.47% | 0.45% | $10.1M | 9,947 | $16.7M | 19,686 | -9,739-49.47% | Reduce |
 ROYAL BK CDA COMRY |
| 0.45% | 0.39% | $9.7M | 46,772 | $14.4M | 89,110 | -42,338-47.51% | Reduce |
