 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.4% | 9.03% | $50.4M | 105,499 | $43.7M | 129,353 | -23,854-18.44% | Reduce |
 ALPHABET INCGOOGL |
| 9.39% | 9.25% | $45.5M | 127,237 | $44.8M | 155,701 | -28,464-18.28% | Reduce |
 META PLATFORMS INCMETA |
| 8.89% | 7.77% | $43.1M | 76,471 | $37.6M | 65,805 | +10,666+16.21% | Add |
 APPLE INCAAPL |
| 7.81% | 7.08% | $37.8M | 130,682 | $34.3M | 135,128 | -4,446-3.29% | Reduce |
 MICROSOFT CORPMSFT |
| 6.89% | 5.65% | $33.4M | 89,518 | $27.4M | 73,919 | +15,599+21.10% | Add |
 AMAZON COM INCAMZN |
| 6.66% | 4.3% | $32.3M | 135,440 | $20.8M | 99,907 | +35,533+35.57% | Add |
 VISA INCV |
| 6.32% | 5.18% | $30.6M | 89,188 | $25.1M | 83,010 | +6,178+7.44% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 5.63% | 6.09% | $27.3M | 65,643 | $29.5M | 67,941 | -2,298-3.38% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.93% | 4.6% | $23.9M | 110,288 | $22.3M | 113,941 | -3,653-3.21% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 4.91% | 4.8% | $23.8M | 133,351 | $23.2M | 5,517 | +127,834+2,317.09% | Add |
 PROGRESSIVE CORPPGR |
| 4.79% | 3.41% | $23.2M | 106,261 | $16.5M | 83,352 | +22,909+27.48% | Add |
 CHUBB LIMITEDCB |
| 4.79% | 3.63% | $23.2M | 68,039 | $17.6M | 53,886 | +14,153+26.26% | Add |
 UNITED RENTALS INCURI |
| 3.91% | 3.79% | $19.0M | 16,732 | $18.4M | 25,192 | -8,460-33.58% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 3.28% | 3.4% | $15.9M | 172,645 | $16.5M | 178,397 | -5,752-3.22% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 3.08% | 2.83% | $14.9M | 165,208 | $13.7M | 170,969 | -5,761-3.37% | Reduce |
| TTOLL BROTHERS INCTOL |
| 3.08% | 2.49% | $14.9M | 90,562 | $12.0M | 88,275 | +2,287+2.59% | Add |
 S&P GLOBAL INCSPGI |
| 2.63% | 2.84% | $12.8M | 31,339 | $13.8M | 32,371 | -1,032-3.19% | Reduce |
 COPART INC COMCPRT |
| 2.61% | 3.17% | $12.6M | 447,748 | $15.4M | 462,749 | -15,001-3.24% | Reduce |
