 NVIDIA CORPORATIONNVDA |
| 6.53% | 6.25% | $9.21B | 46.0M | $7.63B | 46.2M | -138,694-0.30% | Reduce |
 ALPHABET INCGOOGL |
| 5.57% | 5.35% | $7.86B | 22.0M | $6.53B | 22.7M | -694,122-3.06% | Reduce |
 APPLE INCAAPL |
| 4.26% | 4.15% | $6.00B | 20.8M | $5.06B | 19.9M | +820,920+4.12% | Add |
 MICROSOFT CORPMSFT |
| 4.15% | 4.69% | $5.86B | 15.7M | $5.72B | 15.4M | +274,227+1.78% | Add |
 BROADCOM INCAVGO |
| 2.93% | 2.78% | $4.13B | 10.9M | $3.39B | 11.0M | -30,042-0.27% | Reduce |
 AMAZON COM INCAMZN |
| 2.49% | 2.44% | $3.51B | 14.7M | $2.97B | 14.3M | +455,343+3.19% | Add |
 META PLATFORMS INCMETA |
| 2.07% | 2.42% | $2.93B | 5.2M | $2.95B | 5.2M | +34,092+0.66% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.95% | 1.65% | $2.75B | 5.8M | $2.02B | 6.0M | -208,613-3.50% | Reduce |
 VISA INCV |
| 1.86% | 1.71% | $2.62B | 7.6M | $2.09B | 6.9M | +724,022+10.48% | Add |
 JPMORGAN CHASE & COJPM |
| 1.52% | 1.52% | $2.15B | 6.6M | $1.86B | 6.5M | +27,550+0.42% | Add |
 MORGAN STANLEYMS |
| 1.52% | 1.38% | $2.14B | 10.2M | $1.69B | 10.2M | -18,140-0.18% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.16% | 0.93% | $1.63B | 9.6M | $1.13B | 9.8M | -134,870-1.38% | Reduce |
 ELI LILLY & COLLY |
| 1.09% | 0.88% | $1.53B | 1.3M | $1.08B | 1.2M | +108,134+9.25% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.02% | 0.38% | $1.44B | 2.5M | $466.1M | 2.3M | +180,453+7.88% | Add |
 KLA CORPKLAC |
| 0.9% | 0.52% | $1.27B | 4.2M | $631.0M | 428,583 | +3.8M+882.41% | Add |
 COCA COLA COKO |
| 0.87% | 0.86% | $1.22B | 15.1M | $1.05B | 13.7M | +1.3M+9.75% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.79% | 0.93% | $1.12B | 657,753 | $1.13B | 697,086 | -39,333-5.64% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.77% | 0.83% | $1.09B | 2.1M | $1.01B | 2.0M | +93,578+4.61% | Add |
 TAPESTRY INCTPR |
| 0.77% | 0.82% | $1.09B | 7.4M | $998.0M | 7.1M | +343,318+4.85% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.75% | 0.14% | $1.06B | 2.6M | $169.8M | 627,534 | +1.9M+306.89% | Add |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.65% | $992.0M | 2.8M | $795.0M | 2.8M | +36,191+1.31% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.69% | 0.92% | $980.0M | 11.2M | $1.12B | 12.1M | -945,581-7.81% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.69% | 0.21% | $978.4M | 847,609 | $262.0M | 775,430 | +72,179+9.31% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.67% | 0.61% | $952.2M | 9.9M | $744.7M | 10.4M | -535,643-5.13% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.66% | 0.5% | $932.9M | 2.5M | $610.9M | 2.2M | +287,290+13.07% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.65% | 0.72% | $912.0M | 932,407 | $879.9M | 982,854 | -50,447-5.13% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.64% | 0.77% | $905.0M | 3.6M | $939.7M | 3.8M | -281,030-7.31% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.59% | 0.58% | $830.7M | 1.2M | $707.2M | 1.2M | +2,398+0.20% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.54% | 0.7% | $764.7M | 1.5M | $849.6M | 1.7M | -203,185-11.76% | Reduce |
 GE VERNOVA INCGEV |
| 0.52% | 0.47% | $726.7M | 618,568 | $570.3M | 697,707 | -79,139-11.34% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.51% | 0.61% | $716.0M | 12.2M | $742.1M | 12.2M | -8,540-0.07% | Reduce |
| IISHARES TRIVV |
| 0.51% | 0.47% | $713.8M | 959,161 | $574.2M | 904,364 | +54,797+6.06% | Add |
 TESLA INCTSLA |
| 0.5% | 0.5% | $710.8M | 1.7M | $611.5M | 1.6M | +44,992+2.74% | Add |
| SSEA LTD SPONSORD ADSSE |
| 0.5% | 0.43% | $710.8M | 7.6M | $519.3M | 6.3M | +1.4M+21.95% | Add |
 STRYKER CORPORATIONSYK |
| 0.47% | 0.37% | $667.4M | 2.1M | $447.9M | 1.4M | +742,735+53.93% | Add |
 ARM HOLDINGS PLCARM |
| 0.47% | 0.47% | $664.2M | 1.9M | $578.5M | 3.8M | -2.0M-51.02% | Reduce |
 PALO ALTOPANW |
| 0.46% | 0.31% | $644.6M | 1.9M | $381.5M | 2.4M | -489,287-20.56% | Reduce |
 EMERSON ELEC COEMR |
| 0.46% | 0.62% | $642.4M | 4.5M | $755.0M | 5.8M | -1.3M-22.12% | Reduce |
 H WORLD GROUP LTDHTHT |
| 0.44% | 0.38% | $623.4M | 14.9M | $457.7M | 9.1M | +5.8M+64.17% | Add |
 TJX COS INC NEWTJX |
| 0.43% | 0.52% | $612.1M | 4.0M | $628.4M | 3.9M | +105,151+2.67% | Add |
 LAM RESEARCH CORPLRCX |
| 0.43% | 0.28% | $608.1M | 1.4M | $338.1M | 1.6M | -178,945-11.31% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.43% | 0.39% | $601.7M | 1.8M | $473.6M | 1.6M | +213,292+13.62% | Add |
 MEDTRONIC PLCMDT |
| 0.43% | 0.61% | $601.5M | 7.7M | $745.8M | 8.6M | -917,148-10.66% | Reduce |
 GE AEROSPACEGE |
| 0.41% | 0.39% | $578.6M | 1.5M | $476.1M | 1.7M | -193,929-11.13% | Reduce |
 ABBVIE INCABBV |
| 0.41% | 0.39% | $573.8M | 2.3M | $472.3M | 2.2M | +63,874+2.88% | Add |
| HHDFC BANK LTDHDB |
| 0.4% | 0.46% | $564.7M | 21.8M | $560.1M | 22.5M | -720,467-3.20% | Reduce |
 EATON CORP PLCETN |
| 0.4% | 0.34% | $557.7M | 1.4M | $409.6M | 1.2M | +173,455+14.55% | Add |
 DEERE & CODE |
| 0.39% | 0.17% | $557.1M | 891,273 | $206.7M | 373,108 | +518,165+138.88% | Add |
 PROCTER & GAMBLE COPG |
| 0.39% | 0.45% | $546.6M | 3.7M | $550.5M | 3.8M | -83,390-2.19% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.38% | 0.43% | $542.8M | 1.6M | $519.3M | 2.1M | -451,289-21.78% | Reduce |
