 META PLATFORMS INCMETA |
| 5.29% | 5.98% | $35.1M | 62,280 | $35.0M | 61,172 | +1,108+1.81% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.09% | 4.9% | $33.8M | 168,884 | $28.7M | 164,395 | +4,489+2.73% | Add |
 BROADCOM INCAVGO |
| 5.06% | 4.67% | $33.6M | 88,904 | $27.3M | 88,322 | +582+0.66% | Add |
 TESLA INCTSLA |
| 4.51% | 4.2% | $30.0M | 71,228 | $24.6M | 66,057 | +5,171+7.83% | Add |
 MICROSOFT CORPMSFT |
| 3.32% | 4.26% | $22.0M | 59,097 | $24.9M | 67,361 | -8,264-12.27% | Reduce |
 ASTRAZENECA PLCAZN |
| 3.01% | 3.3% | $20.0M | 106,664 | $19.3M | 99,013 | +7,651+7.73% | Add |
 ELI LILLY & COLLY |
| 2.85% | 2.43% | $18.9M | 15,758 | $14.2M | 15,452 | +306+1.98% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.82% | 0.98% | $18.7M | 16,189 | $5.7M | 16,964 | -775-4.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.33% | $17.1M | 48,464 | $13.6M | 47,562 | +902+1.90% | Add |
 AMAZON COM INCAMZN |
| 2.56% | 2.3% | $17.0M | 71,379 | $13.5M | 64,671 | +6,708+10.37% | Add |
 ALPHABET INCGOOGL |
| 2.4% | 2.18% | $16.0M | 44,647 | $12.8M | 44,408 | +239+0.54% | Add |
 ROYAL CARIBBEANRCL |
| 2.04% | 1.97% | $13.5M | 42,636 | $11.5M | 41,922 | +714+1.70% | Add |
 KLA CORPKLAC |
| 2.01% | 0.82% | $13.3M | 44,190 | $4.8M | 3,239 | +40,951+1,264.31% | Add |
 SHOPIFY INCSHOP |
| 1.7% | 1.82% | $11.3M | 98,744 | $10.6M | 89,672 | +9,072+10.12% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.64% | 2.22% | $10.9M | 140,187 | $13.0M | 141,223 | -1,036-0.73% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.6% | 1.61% | $10.6M | 21,388 | $9.4M | 21,084 | +304+1.44% | Add |
 GE AEROSPACEGE |
| 1.37% | 1.18% | $9.1M | 24,385 | $6.9M | 24,318 | +67+0.28% | Add |
 DEERE & CODE |
| 1.34% | 0.94% | $8.9M | 14,061 | $5.5M | 9,768 | +4,293+43.95% | Add |
 APPLE INCAAPL |
| 1.34% | 1% | $8.9M | 30,824 | $5.8M | 22,949 | +7,875+34.32% | Add |
 CLOUDFLARE INCNET |
| 1.34% | 1.19% | $8.9M | 36,270 | $6.9M | 33,630 | +2,640+7.85% | Add |
 VISA INCV |
| 1.34% | 1.35% | $8.9M | 25,916 | $7.9M | 26,199 | -283-1.08% | Reduce |
 INTEL CORPINTC |
| 1.29% | 0.12% | $8.6M | 61,301 | $673,644 | 15,265 | +46,036+301.58% | Add |
 AMPHENOL CORPAPH |
| 1.25% | 0.9% | $8.3M | 47,156 | $5.3M | 41,791 | +5,365+12.84% | Add |
 WELLTOWER INC COMWELL |
| 1.2% | 0.77% | $7.9M | 34,976 | $4.5M | 22,817 | +12,159+53.29% | Add |
 ASML HLDG NVASML |
| 1.2% | 0.88% | $7.9M | 3,986 | $5.1M | 3,880 | +106+2.73% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.18% | 1.39% | $7.9M | 8,402 | $8.1M | 8,171 | +231+2.83% | Add |
 ROYALTY PHARMA PLCRPRX |
| 1.07% | 1.02% | $7.1M | 126,078 | $5.9M | 124,024 | +2,054+1.66% | Add |
 STARBUCKS CORPSBUX |
| 1.06% | 1.03% | $7.0M | 68,713 | $6.1M | 67,561 | +1,152+1.71% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.87% | 1.14% | $5.8M | 14,527 | $6.6M | 14,413 | +114+0.79% | Add |
| CCITIGROUP INCC |
| 0.87% | 0.91% | $5.8M | 41,175 | $5.3M | 46,859 | -5,684-12.13% | Reduce |
 RESTAURANT BRANDS INTL INCQSR |
| 0.86% | 1% | $5.7M | 78,994 | $5.8M | 78,994 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.85% | 1.11% | $5.7M | 79,184 | $6.5M | 67,501 | +11,683+17.31% | Add |
 LINDE PLCLIN |
| 0.84% | 0.95% | $5.6M | 10,707 | $5.6M | 11,235 | -528-4.70% | Reduce |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.83% | 0.83% | $5.5M | 84,932 | $4.9M | 84,082 | +850+1.01% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.82% | 0.89% | $5.5M | 10,637 | $5.2M | 10,382 | +255+2.46% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.81% | 1.53% | $5.4M | 10,583 | $9.0M | 13,124 | -2,541-19.36% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.74% | 1.09% | $4.9M | 2,891 | $6.4M | 3,683 | -792-21.50% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.74% | 1.27% | $4.9M | 86,062 | $7.4M | 152,183 | -66,121-43.45% | Reduce |
| BBEONE MEDICINES LTDONC |
| 0.72% | 0.85% | $4.8M | 16,840 | $5.0M | 16,688 | +152+0.91% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.7% | 0.85% | $4.6M | 9,208 | $5.0M | 10,088 | -880-8.72% | Reduce |
| FFTAI AVIATION LTDFTAI |
| 0.69% | 0.78% | $4.6M | 17,027 | $4.6M | 18,665 | -1,638-8.78% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.66% | 0.65% | $4.4M | 13,428 | $3.8M | 12,939 | +489+3.78% | Add |
 ARM HOLDINGS PLCARM |
| 0.65% | 0.14% | $4.3M | 12,102 | $828,712 | 5,478 | +6,624+120.92% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.63% | 0.75% | $4.2M | 3,156 | $4.4M | 3,789 | -633-16.71% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.63% | 0.54% | $4.2M | 3,269 | $3.2M | 2,522 | +747+29.62% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.59% | 0.41% | $3.9M | 10,442 | $2.4M | 8,712 | +1,730+19.86% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.58% | 0.61% | $3.8M | 11,140 | $3.6M | 11,140 | 00.00% | Unchanged |
| DDEUTSCHE BK AG |
| 0.54% | 0.74% | $3.6M | 106,078 | $4.3M | 147,581 | -41,503-28.12% | Reduce |
 CARRIER GLOBALCARR |
| 0.5% | 0.48% | $3.3M | 45,339 | $2.8M | 49,909 | -4,570-9.16% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.49% | 0.44% | $3.3M | 18,362 | $2.6M | 606 | +17,756+2,930.03% | Add |
