 CNH INDL N VCNH |
| 5.13% | 4.92% | $126.3M | 11.2M | $128.3M | 11.7M | -418,017-3.58% | Reduce |
 ALPHABET INCGOOGL |
| 4.39% | 4.06% | $108.0M | 302,312 | $105.8M | 368,043 | -65,731-17.86% | Reduce |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 4.22% | 3.86% | $103.8M | 1.0M | $100.6M | 1.1M | -72,108-6.50% | Reduce |
 AMAZON COM INCAMZN |
| 4.14% | 4.42% | $101.9M | 427,627 | $115.3M | 552,798 | -125,171-22.64% | Reduce |
 MILLICOM INTL CELLULAR S ATIGO |
| 3.93% | 3.18% | $96.8M | 1.1M | $83.0M | 1.1M | -40,509-3.66% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 3.45% | 3.01% | $84.9M | 219,490 | $78.6M | 268,388 | -48,898-18.22% | Reduce |
 SOUTHERN COPPER CORPSCCO |
| 3.37% | 3.29% | $83.0M | 476,533 | $85.8M | 498,627 | -22,094-4.43% | Reduce |
 BANK NOVA SCOTIA B CBNS |
| 3.36% | 2.89% | $82.6M | 950,832 | $75.3M | 1.1M | -138,562-12.72% | Reduce |
 BROOKFIELD CORPBN |
| 2.95% | 3.03% | $72.7M | 1.7M | $79.0M | 2.0M | -250,429-12.80% | Reduce |
| CCOPA HOLDINGS SACPA |
| 2.62% | 1.85% | $64.5M | 414,473 | $48.2M | 424,158 | -9,685-2.28% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.51% | 1.75% | $61.8M | 53,547 | $45.6M | 134,816 | -81,269-60.28% | Reduce |
 MICROSOFT CORPMSFT |
| 2.42% | 2.8% | $59.6M | 159,718 | $72.9M | 196,994 | -37,276-18.92% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 2.29% | 3% | $56.3M | 1.4M | $78.3M | 1.6M | -204,046-12.79% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.28% | 2.39% | $56.1M | 280,561 | $62.3M | 357,453 | -76,892-21.51% | Reduce |
 GILDAN ACTIVEWEAR INCGIL |
| 2.21% | 1.59% | $54.5M | 1.1M | $41.4M | 742,133 | +314,793+42.42% | Add |
 VISA INCV |
| 2.2% | 1.78% | $54.2M | 157,956 | $46.3M | 153,309 | +4,647+3.03% | Add |
 CEMEX SAB DE CVCX |
| 2.13% | 2.03% | $52.4M | 4.4M | $52.9M | 4.6M | -256,072-5.54% | Reduce |
 FRANCO NEV CORPFNV |
| 2.13% | 2.72% | $52.4M | 250,994 | $71.0M | 287,697 | -36,703-12.76% | Reduce |
 LAUREATE ED INCLAUR |
| 2.08% | 2% | $51.1M | 1.4M | $52.1M | 1.5M | -89,602-5.99% | Reduce |
 META PLATFORMS INCMETA |
| 1.95% | 2.28% | $48.0M | 85,206 | $59.4M | 103,745 | -18,539-17.87% | Reduce |
 TRANSUNIONTRU |
| 1.88% | 1.51% | $46.3M | 641,352 | $39.4M | 569,292 | +72,060+12.66% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.62% | 1.59% | $39.9M | 459,750 | $41.4M | 527,024 | -67,274-12.76% | Reduce |
 Markel Group Inc.MKL |
| 1.62% | 1.83% | $39.9M | 20,414 | $47.7M | 24,901 | -4,487-18.02% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.55% | 1.76% | $38.2M | 76,168 | $46.0M | 93,421 | -17,253-18.47% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.52% | 1.4% | $37.5M | 430,459 | $36.4M | 543,043 | -112,584-20.73% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.52% | 0.69% | $37.3M | 78,066 | $18.0M | 53,256 | +24,810+46.59% | Add |
 VIPSHOP HOLDINGS LTDVIPS |
| 1.49% | 1.76% | $36.6M | 2.8M | $46.0M | 2.9M | -167,190-5.71% | Reduce |
 ORACLE CORPORCL |
| 1.41% | 1.53% | $34.8M | 237,250 | $39.9M | 271,004 | -33,754-12.46% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.25% | 1.4% | $30.8M | 59,849 | $36.4M | 72,740 | -12,891-17.72% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.23% | 1.33% | $30.4M | 138,988 | $34.8M | 175,470 | -36,482-20.79% | Reduce |
| AAts Corporation. Ordinary SharesATS |
| 1.12% | 1.18% | $27.5M | 954,485 | $30.7M | 1.1M | -139,426-12.75% | Reduce |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1.08% | 1.26% | $26.5M | 156,954 | $32.9M | 191,709 | -34,755-18.13% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.06% | 1.28% | $26.0M | 63,800 | $33.3M | 78,290 | -14,490-18.51% | Reduce |
| HHDFC BANK LTDHDB |
| 0.99% | 0.9% | $24.5M | 934,604 | $23.5M | 943,113 | -8,509-0.90% | Reduce |
| FFISERV INCFISV |
| 0.95% | 1.25% | $23.5M | 479,075 | $32.7M | 586,120 | -107,045-18.26% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 0.93% | 1.04% | $22.9M | 182,561 | $27.1M | 223,315 | -40,754-18.25% | Reduce |
 CHAMPION HOMES INCSKY |
| 0.85% | 0.83% | $21.0M | 238,784 | $21.6M | 290,034 | -51,250-17.67% | Reduce |
 CME GROUP INCCME |
| 0.85% | 1.36% | $21.0M | 95,173 | $35.5M | 120,131 | -24,958-20.78% | Reduce |
| OOPENLANE INCOPLN |
| 0.83% | 1.23% | $20.4M | 494,113 | $32.2M | 1.1M | -610,238-55.26% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.83% | 0.84% | $20.4M | 105,388 | $22.0M | 128,999 | -23,611-18.30% | Reduce |
 HEALTHCARE SVCS GROUP INCHCSG |
| 0.76% | 0.69% | $18.7M | 759,824 | $18.0M | 971,467 | -211,643-21.79% | Reduce |
 TELEFLEX INCORPORATEDTFX |
| 0.75% | 0.66% | $18.4M | 145,349 | $17.2M | 143,754 | +1,595+1.11% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.65% | 0.81% | $16.0M | 285,951 | $21.2M | 440,928 | -154,977-35.15% | Reduce |
 AUTODESK INCADSK |
| 0.65% | 0.95% | $16.0M | 82,181 | $24.8M | 103,718 | -21,537-20.76% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.64% | 0.68% | $15.7M | 82,883 | $17.6M | 105,963 | -23,080-21.78% | Reduce |
 TJX COS INC NEWTJX |
| 0.63% | 0.8% | $15.6M | 102,861 | $20.7M | 129,869 | -27,008-20.80% | Reduce |
 SMURFIT WESTROCK PLC SHSSW |
| 0.61% | 0.46% | $14.9M | 322,275 | $12.1M | 302,940 | +19,335+6.38% | Add |
 ENVISTA HOLDINGS CORPORATIONNVST |
| 0.61% | 0.7% | $14.9M | 565,684 | $18.3M | 723,154 | -157,470-21.78% | Reduce |
| WWILLSCOT HLDGS CORPWSC |
| 0.57% | 0.29% | $14.1M | 487,406 | $7.6M | 436,759 | +50,647+11.60% | Add |
 DOLLAR TREE INCDLTR |
| 0.57% | 0.62% | $14.0M | 116,156 | $16.3M | 148,466 | -32,310-21.76% | Reduce |
