 MARRIOTT INTL INC NEWMAR |
| 7.4% | 8.9% | $334.2M | 901,923 | $392.2M | 1.2M | -297,202-24.78% | Reduce |
 STRYKER CORPORATIONSYK |
| 7.32% | 8.85% | $330.8M | 1.1M | $389.7M | 1.2M | -135,265-11.41% | Reduce |
 WATERS CORPWAT |
| 6.95% | 7.41% | $314.2M | 837,764 | $326.6M | 1.1M | -259,091-23.62% | Reduce |
 CHURCH & DWIGHTCHD |
| 5.44% | 5.5% | $245.8M | 2.5M | $242.4M | 2.6M | -59,916-2.31% | Reduce |
 VISA INCV |
| 5.17% | 7.04% | $233.5M | 680,492 | $309.9M | 1.0M | -344,953-33.64% | Reduce |
 TEXAS INSTRS INCTXN |
| 5.01% | 3.82% | $226.3M | 759,134 | $168.3M | 866,997 | -107,863-12.44% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 4.72% | — | $213.3M | 3.0M | $0 | 0 | +3.0M | New Buy |
 MASTERCARD INCORPORATEDMA |
| 4.47% | — | $201.8M | 392,933 | $0 | 0 | +392,933 | New Buy |
 ALPHABET INCGOOGL |
| 4.42% | 7.4% | $199.8M | 558,963 | $326.2M | 1.1M | -575,416-50.73% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.35% | 0.02% | $196.5M | 411,476 | $964,171 | 2,853 | +408,623+14,322.57% | Add |
 META PLATFORMS INCMETA |
| 4.25% | 6.09% | $191.9M | 340,730 | $268.4M | 469,040 | -128,310-27.36% | Reduce |
 MICROSOFT CORPMSFT |
| 4.17% | 5.58% | $188.5M | 505,361 | $245.8M | 664,002 | -158,641-23.89% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 4.08% | 6.12% | $184.5M | 823,664 | $269.7M | 1.3M | -503,645-37.94% | Reduce |
 FORTINET INCFTNT |
| 3.83% | 3.08% | $173.0M | 1.1M | $135.6M | 1.7M | -533,555-32.15% | Reduce |
 IDEXX LABS INC COMIDXX |
| 3.81% | 6.14% | $172.2M | 327,058 | $270.6M | 481,586 | -154,528-32.09% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 3.78% | 6.3% | $170.9M | 944,396 | $277.4M | 1.7M | -733,323-43.71% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.52% | 5.77% | $159.2M | 1.1M | $254.3M | 1.8M | -674,762-38.32% | Reduce |
 NETFLIX INCNFLX |
| 3.46% | — | $156.1M | 2.2M | $0 | 0 | +2.2M | New Buy |
 GE VERNOVA INCGEV |
| 3.34% | — | $151.1M | 128,646 | $0 | 0 | +128,646 | New Buy |
| AAPPLOVIN CORPAPP |
| 2.67% | — | $120.5M | 233,921 | $0 | 0 | +233,921 | New Buy |
 TJX COS INC NEWTJX |
| 2.42% | 0.01% | $109.3M | 721,550 | $513,116 | 3,213 | +718,337+22,357.21% | Add |
| NNEXTPOWER INCNXT |
| 2.38% | — | $107.6M | 903,523 | $0 | 0 | +903,523 | New Buy |
 VEEVA SYS INCVEEV |
| 1.02% | — | $46.0M | 259,070 | $0 | 0 | +259,070 | New Buy |
| BBADGER METER INCBMI |
| 0.82% | 0.46% | $37.3M | 251,196 | $20.2M | 132,631 | +118,565+89.39% | Add |
 YUM BRANDS INC COMYUM |
| 0.63% | — | $28.5M | 178,009 | $0 | 0 | +178,009 | New Buy |
 WASTE MGMT INC DELWM |
| 0.57% | 0.37% | $25.6M | 114,984 | $16.2M | 70,475 | +44,509+63.16% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.01% | — | $498,207 | 5,410 | $0 | 0 | +5,410 | New Buy |
