 AMAZON COM INCAMZN |
| 2.59% | 3.58% | $3.95B | 16.6M | $5.20B | 24.9M | -8.4M-33.52% | Reduce |
 MICROSOFT CORPMSFT |
| 2.58% | 3.25% | $3.94B | 10.6M | $4.72B | 12.7M | -2.2M-17.08% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.21% | 2.33% | $3.37B | 16.9M | $3.39B | 19.4M | -2.6M-13.23% | Reduce |
 ALPHABET INCGOOGL |
| 1.97% | 1.75% | $3.00B | 8.4M | $2.54B | 8.8M | -441,361-5.00% | Reduce |
 BROADCOM INCAVGO |
| 1.94% | 1.36% | $2.96B | 7.8M | $1.97B | 6.4M | +1.5M+23.03% | Add |
 CENTERPOINT ENERGY INC COMCNP |
| 1.92% | 1.76% | $2.93B | 66.4M | $2.56B | 59.3M | +7.1M+12.02% | Add |
 META PLATFORMS INCMETA |
| 1.73% | 2.7% | $2.64B | 4.7M | $3.93B | 6.9M | -2.2M-31.77% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.46% | 1.05% | $2.23B | 3.8M | $1.52B | 7.5M | -3.7M-48.76% | Reduce |
 APPLE INCAAPL |
| 1.42% | 2.74% | $2.17B | 7.5M | $3.98B | 15.7M | -8.2M-52.12% | Reduce |
 CENCORA INCCOR |
| 1.37% | 1.36% | $2.10B | 7.4M | $1.98B | 6.3M | +1.1M+17.74% | Add |
 AURORA INNOVATION INC CLASS AAUR |
| 1.34% | 0.83% | $2.04B | 299.4M | $1.20B | 292.0M | +7.5M+2.55% | Add |
 REVVITY INCRVTY |
| 1.33% | 1.34% | $2.03B | 18.3M | $1.94B | 22.2M | -3.9M-17.74% | Reduce |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.18% | 0.97% | $1.80B | 6.8M | $1.41B | 6.2M | +592,804+9.62% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.16% | 0.72% | $1.77B | 3.4M | $1.04B | 2.1M | +1.4M+64.93% | Add |
| AAlphabet Inc Class CGOOG |
| 1.13% | <0.01% | $1.72B | 4.9M | $6.5M | 22,619 | +4.8M+21,392.96% | Add |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 1.11% | 1.18% | $1.70B | 5.6M | $1.72B | 5.2M | +448,849+8.64% | Add |
 YUM BRANDS INC COMYUM |
| 1.08% | 1.06% | $1.64B | 10.3M | $1.54B | 9.9M | +391,304+3.96% | Add |
 CYTOKINETICS INCCYTK |
| 1.05% | 0.8% | $1.59B | 18.7M | $1.15B | 17.5M | +1.2M+6.82% | Add |
| PPTC INC COMPTC |
| 0.97% | 1.87% | $1.48B | 13.0M | $2.72B | 19.1M | -6.1M-31.72% | Reduce |
 WATERS CORPWAT |
| 0.94% | 0.96% | $1.43B | 3.8M | $1.39B | 4.7M | -846,100-18.14% | Reduce |
 NISOURCE INC COMNI |
| 0.93% | 1.6% | $1.42B | 29.8M | $2.32B | 49.8M | -20.0M-40.11% | Reduce |
| AAMEREN CORP COMDHS |
| 0.9% | 0.57% | $1.37B | 12.1M | $828.2M | 7.5M | +4.6M+61.01% | Add |
 INGERSOLL RAND INC COMIR |
| 0.86% | 0.98% | $1.32B | 16.1M | $1.43B | 17.8M | -1.7M-9.71% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.86% | 0.49% | $1.32B | 6.9M | $717.6M | 3.8M | +3.1M+82.83% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.83% | 0.15% | $1.27B | 1.1M | $211.5M | 626,020 | +477,526+76.28% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 0.81% | 0.68% | $1.24B | 37.8M | $982.1M | 37.3M | +503,301+1.35% | Add |
 VERALTO CORP COM SHSVLTO |
| 0.8% | 0.48% | $1.22B | 13.7M | $696.3M | 7.9M | +5.8M+74.12% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.78% | 1.04% | $1.19B | 7.8M | $1.51B | 16.2M | -8.5M-52.04% | Reduce |
 PPL CORP COMPPL |
| 0.77% | 0.55% | $1.18B | 32.4M | $792.5M | 20.7M | +11.7M+56.34% | Add |
 MSCI INCMSCI |
| 0.75% | 0.56% | $1.15B | 2.0M | $812.4M | 1.5M | +542,235+35.98% | Add |
 VISA INCV |
| 0.75% | 0.53% | $1.15B | 3.3M | $775.6M | 2.6M | +776,762+30.27% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.71% | 0.69% | $1.08B | 2.9M | $996.2M | 4.5M | -1.6M-36.47% | Reduce |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 0.69% | 0.68% | $1.06B | 10.0M | $994.4M | 10.6M | -572,544-5.42% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 0.68% | 0.71% | $1.03B | 7.8M | $1.02B | 9.0M | -1.2M-13.74% | Reduce |
| DDOORDASH INCDASH |
| 0.65% | 0.53% | $988.0M | 5.4M | $764.4M | 5.1M | +263,175+5.17% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.6% | 0.6% | $918.1M | 2.6M | $866.5M | 3.1M | -446,153-14.54% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.58% | 0.64% | $887.1M | 694,424 | $923.3M | 732,053 | -37,629-5.14% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.57% | 0.2% | $870.0M | 5.1M | $296.1M | 2.4M | +2.7M+112.38% | Add |
| TTERADYNE INCTER |
| 0.56% | — | $858.4M | 1.8M | $0 | 0 | +1.8M | New Buy |
| CCANADIAN NAT RES LTDCNQ |
| 0.54% | 0.41% | $830.6M | 21.0M | $596.3M | 12.2M | +8.8M+71.84% | Add |
 BURLINGTON STORES INC COMBURL |
| 0.53% | 0.63% | $807.4M | 2.5M | $910.5M | 2.8M | -249,429-8.91% | Reduce |
 DATADOG INCDDOG |
| 0.53% | — | $806.9M | 3.1M | $0 | 0 | +3.1M | New Buy |
| EESAB CORPORATIONESAB |
| 0.49% | 0.54% | $751.8M | 7.6M | $788.5M | 8.2M | -535,139-6.56% | Reduce |
 US FOODS HLDG CORPUSFD |
| 0.49% | 0.36% | $750.9M | 7.3M | $523.2M | 5.7M | +1.7M+29.43% | Add |
 STARBUCKS CORPSBUX |
| 0.48% | 0.81% | $739.4M | 7.2M | $1.17B | 13.1M | -5.8M-44.60% | Reduce |
 KYMERA THERAPEUTICS INCKYMR |
| 0.47% | 0.31% | $717.5M | 6.3M | $455.2M | 5.5M | +792,264+14.50% | Add |
 VAXCYTE INCPCVX |
| 0.47% | 0.49% | $709.6M | 12.2M | $704.6M | 12.1M | +81,433+0.67% | Add |
 ELANCO ANIMAL HEALTH INCELAN |
| 0.46% | 0.57% | $707.6M | 28.8M | $828.8M | 34.6M | -5.9M-16.99% | Reduce |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.46% | 0.43% | $705.0M | 6.9M | $624.5M | 7.3M | -364,473-5.00% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.46% | <0.01% | $698.0M | 1.4M | $3.7M | 6,071 | +1.4M+22,467.85% | Add |
