 NVIDIA CORPORATIONNVDA |
| 5.41% | 4.92% | $6.54B | 32.7M | $5.65B | 32.4M | +287,942+0.89% | Add |
 ALPHABET INCGOOGL |
| 3.41% | 2.63% | $4.12B | 11.5M | $3.02B | 10.5M | +1.0M+9.90% | Add |
 APPLE INCAAPL |
| 3.4% | 2.9% | $4.11B | 14.2M | $3.33B | 13.1M | +1.1M+8.24% | Add |
 AMAZON COM INCAMZN |
| 2.4% | 2.62% | $2.90B | 12.2M | $3.01B | 14.5M | -2.3M-15.90% | Reduce |
 BROADCOM INCAVGO |
| 2.31% | 2.24% | $2.79B | 7.4M | $2.58B | 8.3M | -944,239-11.34% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.94% | 1.4% | $2.34B | 4.9M | $1.60B | 4.7M | +153,231+3.23% | Add |
 MICROSOFT CORPMSFT |
| 1.91% | 2.99% | $2.31B | 6.2M | $3.43B | 9.3M | -3.1M-33.06% | Reduce |
 VISA INCV |
| 1.83% | 1.7% | $2.22B | 6.5M | $1.95B | 6.5M | -4,096-0.06% | Reduce |
 META PLATFORMS INCMETA |
| 1.76% | 2.35% | $2.12B | 3.8M | $2.70B | 4.7M | -951,168-20.14% | Reduce |
 WILLIAMS COS INCWMB |
| 1.49% | 1.47% | $1.80B | 24.2M | $1.69B | 23.2M | +973,210+4.19% | Add |
 ASML HLDG NVASML |
| 1.47% | 1.06% | $1.78B | 895,430 | $1.22B | 924,471 | -29,041-3.14% | Reduce |
 PALO ALTOPANW |
| 1.17% | 0.69% | $1.42B | 4.2M | $787.3M | 4.9M | -755,709-15.39% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.13% | 1.1% | $1.37B | 4.2M | $1.27B | 4.3M | -141,208-3.27% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.12% | 1.2% | $1.36B | 5.3M | $1.38B | 5.6M | -304,177-5.39% | Reduce |
 LINDE PLCLIN |
| 1.07% | 1.15% | $1.29B | 2.5M | $1.32B | 2.7M | -186,536-6.98% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.04% | 0.74% | $1.26B | 4.2M | $846.4M | 4.4M | -149,024-3.42% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.96% | 1.05% | $1.16B | 2.3M | $1.21B | 2.7M | -358,060-13.26% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.96% | 1.02% | $1.16B | 8.5M | $1.17B | 6.9M | +1.6M+22.84% | Add |
 NETFLIX INCNFLX |
| 0.95% | 1.64% | $1.14B | 16.0M | $1.88B | 19.6M | -3.6M-18.16% | Reduce |
 EATON CORP PLCETN |
| 0.93% | 0.99% | $1.13B | 2.6M | $1.13B | 3.2M | -519,084-16.38% | Reduce |
 WW GRAINGER INCGWW |
| 0.85% | 0.8% | $1.03B | 754,171 | $922.3M | 845,522 | -91,351-10.80% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.84% | 0.47% | $1.02B | 6.0M | $544.8M | 4.4M | +1.6M+35.39% | Add |
 ASTRAZENECA PLCAZN |
| 0.79% | 0.89% | $952.2M | 5.0M | $1.02B | 5.2M | -139,159-2.70% | Reduce |
 TRAVELERS COSTRV |
| 0.77% | 0.71% | $928.3M | 2.8M | $816.2M | 2.8M | +13,652+0.49% | Add |
 RTX CORPORATIONRTX |
| 0.73% | 0.92% | $884.9M | 4.7M | $1.06B | 5.5M | -821,877-14.98% | Reduce |
 CVS HEALTH CORPCVS |
| 0.73% | 0.55% | $883.1M | 8.5M | $630.2M | 8.8M | -237,756-2.71% | Reduce |
 TESLA INCTSLA |
| 0.71% | 0.55% | $862.8M | 2.1M | $632.0M | 1.7M | +351,285+20.66% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.7% | 0.69% | $847.8M | 1.7M | $791.7M | 1.6M | +80,372+4.99% | Add |
 UNION PAC CORPUNP |
| 0.68% | 0.65% | $817.2M | 3.0M | $745.9M | 3.1M | -70,061-2.28% | Reduce |
 ENTERGY CORP NEWETR |
| 0.66% | 0.67% | $802.2M | 7.0M | $771.6M | 6.9M | +116,463+1.70% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.65% | 0.97% | $784.3M | 4.7M | $1.11B | 6.4M | -1.7M-26.74% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.62% | 0.65% | $747.5M | 2.2M | $750.3M | 2.3M | -169,875-7.26% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.62% | 0.66% | $744.0M | 2.5M | $758.6M | 2.6M | -73,842-2.83% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.61% | 0.76% | $738.7M | 3.7M | $876.8M | 4.2M | -530,800-12.65% | Reduce |
 TJX COS INC NEWTJX |
| 0.59% | 0.74% | $712.7M | 4.7M | $853.5M | 5.3M | -640,272-11.98% | Reduce |
 CANADIAN NATL RY COCNI |
| 0.59% | 0.47% | $711.2M | 6.0M | $539.9M | 5.3M | +711,429+13.54% | Add |
 AIRBNB INC COM CL AABNB |
| 0.58% | 0.62% | $704.9M | 4.9M | $710.5M | 5.6M | -699,846-12.44% | Reduce |
 BLACKSTONE INCBX |
| 0.58% | 0.31% | $695.7M | 5.9M | $351.4M | 3.1M | +2.9M+93.44% | Add |
| BBANK OF AMER CORPBAC |
| 0.57% | 0.55% | $684.0M | 12.0M | $629.4M | 12.9M | -908,002-7.03% | Reduce |
 VULCAN MATLS COVMC |
| 0.56% | 0.55% | $678.3M | 2.3M | $633.4M | 2.3M | -27,191-1.17% | Reduce |
 COCA COLA COKO |
| 0.56% | 0.54% | $678.0M | 8.3M | $624.6M | 8.2M | +129,566+1.58% | Add |
 Tc Energy Corp COMMONTRP |
| 0.52% | 0.49% | $625.0M | 9.4M | $560.0M | 8.9M | +482,977+5.40% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.51% | 0.33% | $620.2M | 812,706 | $380.5M | 974,610 | -161,904-16.61% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.51% | 0.57% | $619.9M | 1.9M | $655.2M | 2.6M | -763,329-29.19% | Reduce |
 ORACLE CORPORCL |
| 0.51% | 0.54% | $617.7M | 4.2M | $620.6M | 4.2M | -3,770-0.09% | Reduce |
 PEMBINA PIPELINE CORPPBA |
| 0.51% | 0.33% | $615.8M | 13.3M | $378.0M | 8.4M | +4.9M+57.67% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.51% | 0.55% | $612.2M | 3.7M | $636.0M | 3.7M | +57,141+1.55% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.5% | 0.5% | $609.9M | 5.2M | $577.0M | 5.2M | -23,666-0.46% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.49% | 0.44% | $594.1M | 1.9M | $508.4M | 1.9M | -10,313-0.55% | Reduce |
 ELI LILLY & COLLY |
| 0.48% | 0.37% | $580.0M | 483,528 | $429.2M | 466,679 | +16,849+3.61% | Add |
