 NVIDIA CORPORATIONNVDA |
| 6.4% | 6.42% | $7.85B | 39.8M | $6.88B | 40.5M | -617,588-1.53% | Reduce |
 APPLE INCAAPL |
| 5.42% | 5.27% | $6.65B | 23.2M | $5.65B | 22.8M | +339,328+1.49% | Add |
 MICROSOFT CORPMSFT |
| 4.05% | 4.58% | $4.96B | 13.4M | $4.91B | 13.5M | -103,186-0.76% | Reduce |
 BROADCOM INCAVGO |
| 2.93% | 2.84% | $3.60B | 9.6M | $3.04B | 10.1M | -523,899-5.18% | Reduce |
 AMAZON COM INCAMZN |
| 2.87% | 2.91% | $3.52B | 14.8M | $3.12B | 15.2M | -449,497-2.95% | Reduce |
 ALPHABET INCGOOGL |
| 2.57% | 2.35% | $3.16B | 8.9M | $2.52B | 9.0M | -71,373-0.80% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.54% | 2.3% | $3.12B | 8.8M | $2.47B | 8.8M | +36,235+0.41% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.77% | 0.59% | $2.18B | 1.9M | $631.8M | 2.0M | -45,358-2.32% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.75% | 1.19% | $2.14B | 5.0M | $1.27B | 6.2M | -1.2M-19.76% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.45% | 0.8% | $1.78B | 3.2M | $857.1M | 4.3M | -1.1M-25.61% | Reduce |
 ELI LILLY & COLLY |
| 1.45% | 1.24% | $1.78B | 1.5M | $1.33B | 1.5M | +15,383+1.05% | Add |
 CISCO SYS INCCSCO |
| 1.4% | 1.18% | $1.71B | 14.5M | $1.27B | 16.5M | -2.0M-12.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.19% | 0.63% | $1.46B | 2.0M | $675.0M | 2.0M | -43,845-2.15% | Reduce |
 META PLATFORMS INCMETA |
| 1.11% | 1.17% | $1.36B | 2.5M | $1.26B | 2.3M | +182,630+8.02% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.04% | 1.06% | $1.28B | 5.0M | $1.14B | 4.7M | +340,310+7.27% | Add |
 JPMORGAN CHASE & COJPM |
| 1% | 0.98% | $1.22B | 3.7M | $1.05B | 3.6M | +72,134+1.98% | Add |
 ABBVIE INCABBV |
| 0.99% | 0.88% | $1.21B | 4.8M | $946.7M | 4.4M | +422,559+9.64% | Add |
| CCITIGROUP INCC |
| 0.95% | 0.84% | $1.16B | 8.2M | $899.2M | 8.2M | +68,376+0.84% | Add |
 TJX COS INC NEWTJX |
| 0.89% | 1.06% | $1.10B | 7.2M | $1.13B | 7.2M | +20,046+0.28% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 1.04% | $1.05B | 2.1M | $1.12B | 2.3M | -205,900-9.07% | Reduce |
 FORTINET INCFTNT |
| 0.84% | 0.52% | $1.03B | 6.8M | $554.1M | 6.9M | -131,605-1.90% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.81% | 1% | $992.6M | 2.0M | $1.07B | 2.6M | -610,711-23.24% | Reduce |
 GE VERNOVA INCGEV |
| 0.76% | 0.5% | $928.2M | 818,878 | $534.1M | 632,877 | +186,001+29.39% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.75% | 0.32% | $925.6M | 2.2M | $342.4M | 2.2M | -18,962-0.87% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.73% | 0.71% | $890.0M | 2.6M | $759.1M | 2.5M | +66,057+2.60% | Add |
 WABTECWAB |
| 0.68% | 0.81% | $835.5M | 3.1M | $863.9M | 3.6M | -462,670-13.01% | Reduce |
 VISA INCV |
| 0.68% | 0.68% | $828.5M | 2.4M | $732.3M | 2.5M | -42,818-1.74% | Reduce |
 AMGEN INC COMAMGN |
| 0.65% | 0.82% | $802.3M | 2.2M | $876.3M | 2.5M | -279,631-11.10% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.64% | 0.3% | $779.9M | 2.7M | $322.9M | 3.5M | -799,268-23.17% | Reduce |
 MCKESSON CORP COMMCK |
| 0.61% | 0.79% | $752.9M | 1.0M | $841.9M | 988,046 | +16,452+1.67% | Add |
 NETFLIX INCNFLX |
| 0.61% | 0.87% | $749.8M | 10.4M | $937.5M | 9.9M | +448,341+4.51% | Add |
 EMERSON ELEC COEMR |
| 0.61% | 0.71% | $746.5M | 5.2M | $758.4M | 6.0M | -769,051-12.87% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.54% | 0.31% | $667.7M | 883,863 | $328.6M | 856,485 | +27,378+3.20% | Add |
 WASTE MGMT INC DELWM |
| 0.54% | 0.74% | $657.2M | 3.0M | $793.7M | 3.5M | -510,747-14.73% | Reduce |
| EEBAY INC. COMEBAY |
| 0.53% | 0.56% | $654.9M | 5.9M | $597.0M | 6.7M | -706,792-10.62% | Reduce |
 INTEL CORPINTC |
| 0.53% | 0.04% | $654.2M | 4.8M | $47.2M | 1.1M | +3.7M+327.61% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.53% | 0.68% | $647.9M | 5.2M | $726.6M | 5.3M | -108,124-2.06% | Reduce |
 EQUINIX INCEQIX |
| 0.51% | 0.49% | $628.9M | 598,929 | $524.7M | 543,920 | +55,009+10.11% | Add |
| EEXELON CORPEXC |
| 0.5% | 0.47% | $618.5M | 13.2M | $499.0M | 10.3M | +2.9M+28.63% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.5% | 0.32% | $607.9M | 1.2M | $343.0M | 974,623 | +261,330+26.81% | Add |
 HARTFORD INSURANCEHIG |
| 0.49% | 0.55% | $605.7M | 4.5M | $591.6M | 4.4M | +113,503+2.56% | Add |
 ARISTA NETWORKS INCANET |
| 0.47% | 0.45% | $580.7M | 3.4M | $480.8M | 4.1M | -619,873-15.25% | Reduce |
 LINDE PLCLIN |
| 0.46% | 0.87% | $561.9M | 1.1M | $936.3M | 1.9M | -802,718-42.52% | Reduce |
 SNAP ON INCSNA |
| 0.45% | 0.46% | $558.0M | 1.4M | $492.4M | 1.4M | +19,727+1.44% | Add |
 HCA HEALTHCARE INCHCA |
| 0.45% | 0.63% | $553.7M | 1.4M | $670.9M | 1.4M | -17,606-1.22% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.44% | 0.64% | $538.8M | 6.1M | $682.6M | 7.5M | -1.3M-17.71% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.42% | 0.36% | $519.6M | 2.2M | $386.4M | 2.2M | +32,407+1.46% | Add |
 WELLS FARGO CO NEWWFC |
| 0.42% | 0.44% | $509.1M | 6.1M | $468.0M | 6.0M | +93,674+1.56% | Add |
 CITIZENS FINL GROUP INCCFG |
| 0.42% | 0.4% | $509.0M | 7.3M | $430.1M | 7.3M | -63,162-0.86% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.41% | 0.39% | $501.6M | 4.7M | $417.4M | 4.3M | +371,480+8.55% | Add |
