MASTERCARD INCORPORATEDMA |
| 10.96% | 10.61% | $87.0M | 169,410 | $88.9M | 177,965 | -8,555-4.81% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 8.38% | 9.07% | $66.5M | 160,023 | $76.1M | 281,119 | -121,096-43.08% | Reduce |
VEEVA SYS INCVEEV |
| 7.09% | 6.63% | $56.3M | 317,032 | $55.6M | 316,325 | +707+0.22% | Add |
EDWARDS LIFESCIENCES CORPEW |
| 6.84% | 6.59% | $54.3M | 600,231 | $55.3M | 690,191 | -89,960-13.03% | Reduce |
IDEXX LABS INC COMIDXX |
| 6.47% | 5.42% | $51.4M | 97,560 | $45.4M | 80,831 | +16,729+20.70% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 6.38% | 7.44% | $50.6M | 173,172 | $62.4M | 182,258 | -9,086-4.99% | Reduce |
WEST PHARMACEUTICAL SVSC INCWST |
| 6.25% | 6.76% | $49.6M | 138,230 | $56.6M | 226,021 | -87,791-38.84% | Reduce |
INTUITIVE SURGICAL INCISRG |
| 5.8% | 5.41% | $46.0M | 115,695 | $45.3M | 98,358 | +17,337+17.63% | Add |
AUTODESK INCADSK |
| 5.58% | 5.86% | $44.3M | 227,675 | $49.1M | 205,128 | +22,547+10.99% | Add |
ALPHABET INCGOOGL |
| 5.47% | 6.36% | $43.4M | 121,426 | $53.3M | 185,486 | -64,060-34.54% | Reduce |
MICROSOFT CORPMSFT |
| 5.41% | 5.82% | $42.9M | 115,127 | $48.8M | 131,825 | -16,698-12.67% | Reduce |
CADENCE DESIGN SYSTEM INC COMAYI |
| 5.41% | 4.83% | $42.9M | 114,321 | $40.5M | 145,672 | -31,351-21.52% | Reduce |
ADOBE INC COMADBE |
| 4.65% | 5.13% | $36.9M | 179,896 | $43.0M | 177,020 | +2,876+1.62% | Add |
ZOETIS INC CL AZTS |
| 4.16% | 4.49% | $33.1M | 460,006 | $37.7M | 318,773 | +141,233+44.31% | Add |
COPART INC COMCPRT |
| 3.74% | 0.27% | $29.7M | 1.1M | $2.3M | 68,854 | +983,843+1,428.88% | Add |
METTLER TOLEDO INTERNATIONALMTD |
| 3.39% | 3.39% | $26.9M | 21,057 | $28.4M | 22,534 | -1,477-6.55% | Reduce |
ACCENTURE PLC IRELANDACN |
| 2.57% | 4.09% | $20.4M | 163,642 | $34.3M | 172,985 | -9,343-5.40% | Reduce |
BOOKING HOLDINGS INC COMBKNG |
| 0.28% | 0.29% | $2.2M | 12,358 | $2.4M | 581 | +11,777+2,027.02% | Add |
TRADEWEB MKTS INCTW |
| 0.24% | 0.31% | $1.9M | 19,488 | $2.6M | 22,218 | -2,730-12.29% | Reduce |
VISA INCV |
| 0.24% | 0.21% | $1.9M | 5,621 | $1.8M | 5,796 | -175-3.02% | Reduce |
AUTOMATIC DATA PROCESSING INADP |
| 0.24% | 0.26% | $1.9M | 8,408 | $2.2M | 10,776 | -2,368-21.97% | Reduce |
MOODYS CORPMCO |
| 0.21% | 0.25% | $1.6M | 3,630 | $2.1M | 4,732 | -1,102-23.29% | Reduce |
GRACO INCGGG |
| 0.16% | 0.27% | $1.3M | 16,788 | $2.2M | 26,277 | -9,489-36.11% | Reduce |
CME GROUP INCCME |
| 0.11% | 0.25% | $839,154 | 3,800 | $2.1M | 7,170 | -3,370-47.00% | Reduce |