 APPLE INCAAPL |
| 13.52% | 9.6% | $10.7M | 45,715 | $8.5M | 40,500 | +5,215+12.88% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.3% | 3.98% | $5.7M | 33,095 | $3.5M | 20,340 | +12,755+62.71% | Add |
 AMAZON COM INCAMZN |
| 7.2% | 5.98% | $5.7M | 30,415 | $5.3M | 27,490 | +2,925+10.64% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.58% | 6.95% | $5.2M | 42,680 | $6.2M | 49,980 | -7,300-14.61% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 6.29% | 5.35% | $5.0M | 5,591 | $4.8M | 5,591 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 6.29% | 4.91% | $5.0M | 8,655 | $4.4M | 8,655 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 5.35% | 4.85% | $4.2M | 4,760 | $4.3M | 4,760 | 00.00% | Unchanged |
 NOVO-NORDISK A SNVO |
| 4.17% | 4.43% | $3.3M | 27,600 | $3.9M | 27,600 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 3.7% | 4.03% | $2.9M | 3,500 | $3.6M | 3,500 | 00.00% | Unchanged |
 CAMECO CORPCCJ |
| 3.47% | 2.2% | $2.7M | 57,260 | $2.0M | 39,700 | +17,560+44.23% | Add |
 FERRARI N V COMRACE |
| 3.28% | 2.52% | $2.6M | 5,490 | $2.2M | 5,490 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 3.02% | 2.72% | $2.4M | 22,945 | $2.4M | 18,355 | +4,590+25.01% | Add |
 MCDONALDS CORPMCD |
| 2.77% | 2.06% | $2.2M | 7,170 | $1.8M | 7,170 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 2.57% | 2.33% | $2.0M | 24,980 | $2.1M | 24,980 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 2.38% | 1.85% | $1.9M | 2,095 | $1.6M | 2,095 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 2.31% | 2.4% | $1.8M | 10,710 | $2.1M | 10,710 | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.19% | 1.53% | $1.7M | 6,377 | $1.4M | 4,430 | +1,947+43.95% | Add |
 APPLIED MATLS INCAMAT |
| 2.13% | 1.55% | $1.7M | 8,300 | $1.4M | 5,840 | +2,460+42.12% | Add |
 SYNOPSYS INCSNPS |
| 1.99% | 1.47% | $1.6M | 3,098 | $1.3M | 2,190 | +908+41.46% | Add |
 LAM RESEARCH CORPLRCX |
| 1.88% | 1.5% | $1.5M | 1,815 | $1.3M | 1,255 | +560+44.62% | Add |
 BROADCOM INCAVGO |
| 1.87% | 1.54% | $1.5M | 8,550 | $1.4M | 855 | +7,695+900.00% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.84% | 2.22% | $1.4M | 28,970 | $2.0M | 40,600 | -11,630-28.65% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 1.83% | 1.25% | $1.4M | 5,540 | $1.1M | 5,540 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.71% | 1.63% | $1.3M | 2,607 | $1.4M | 2,607 | 00.00% | Unchanged |
 MSCI INCMSCI |
| 1.61% | 1.18% | $1.3M | 2,178 | $1.0M | 2,178 | 00.00% | Unchanged |
| EEVERPURE INC CL AEVPR |
| 1.45% | 1.64% | $1.1M | 22,770 | $1.5M | 22,770 | 00.00% | Unchanged |
 BLOCK INCXYZ |
| 1.27% | 1.08% | $1.0M | 14,915 | $961,868 | 14,915 | 00.00% | Unchanged |
