 NVIDIA CORPORATIONNVDA |
| 4.92% | 5.1% | $108.4M | 581,083 | $113.3M | 717,225 | -136,142-18.98% | Reduce |
 SERVICENOW INCNOW |
| 3.32% | 3.4% | $73.2M | 79,558 | $75.6M | 73,524 | +6,034+8.21% | Add |
 SYNOPSYS INCSNPS |
| 3.19% | 3.56% | $70.3M | 142,535 | $79.1M | 154,320 | -11,785-7.64% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.34% | 2.28% | $51.6M | 146,965 | $50.7M | 164,456 | -17,491-10.64% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.04% | 2.01% | $44.9M | 199,260 | $44.6M | 199,260 | 00.00% | Unchanged |
 CLEAN HARBORS INCCLH |
| 2.03% | 1.98% | $44.7M | 192,300 | $44.1M | 190,837 | +1,463+0.77% | Add |
| EELASTIC N VESTC |
| 2.01% | 1.8% | $44.2M | 523,283 | $40.1M | 474,937 | +48,346+10.18% | Add |
 ALPHABET INCGOOGL |
| 1.99% | 1.71% | $44.0M | 180,819 | $38.0M | 215,607 | -34,788-16.13% | Reduce |
| PPTC INC COMPTC |
| 1.95% | 1.49% | $42.9M | 211,207 | $33.1M | 192,142 | +19,065+9.92% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.9% | 1.97% | $41.9M | 424,873 | $43.8M | 597,416 | -172,543-28.88% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.82% | 1.7% | $40.1M | 265,879 | $37.7M | 293,504 | -27,625-9.41% | Reduce |
 ECOLAB INCECL |
| 1.68% | 1.85% | $36.9M | 134,873 | $41.2M | 152,782 | -17,909-11.72% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.58% | 1.76% | $34.9M | 77,935 | $39.1M | 72,019 | +5,916+8.21% | Add |
 MICROSOFT CORPMSFT |
| 1.57% | 1.19% | $34.6M | 66,712 | $26.4M | 53,096 | +13,616+25.64% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.48% | 1.19% | $32.7M | 66,702 | $26.5M | 52,110 | +14,592+28.00% | Add |
 MONGODB INC CL AMDB |
| 1.47% | 1.07% | $32.5M | 104,601 | $23.7M | 112,813 | -8,212-7.28% | Reduce |
 HOLOGIC INCHOLX |
| 1.43% | 1.36% | $31.5M | 466,255 | $30.3M | 465,696 | +559+0.12% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.33% | 0.95% | $29.3M | 60,484 | $21.0M | 51,837 | +8,647+16.68% | Add |
| JJBT MAREL CORPORATIONJBTM |
| 1.33% | 1.13% | $29.3M | 208,552 | $25.1M | 208,552 | 00.00% | Unchanged |
 MOTOROLA SOLUTIONS INCMSI |
| 1.33% | 1.22% | $29.2M | 63,926 | $27.1M | 64,480 | -554-0.86% | Reduce |
 STERIS PLCSTE |
| 1.29% | 1.22% | $28.4M | 114,736 | $27.2M | 113,249 | +1,487+1.31% | Add |
 BROADCOM INCAVGO |
| 1.29% | 0.92% | $28.3M | 85,831 | $20.4M | 73,842 | +11,989+16.24% | Add |
 ZSCALER INCZS |
| 1.28% | 1.43% | $28.2M | 94,104 | $31.8M | 101,347 | -7,243-7.15% | Reduce |
| BBENTLEY SYS INCBSY |
| 1.24% | 1.29% | $27.4M | 531,483 | $28.7M | 531,483 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 1.23% | 1.26% | $27.1M | 34,582 | $28.1M | 35,354 | -772-2.18% | Reduce |
 OSI SYSTEMS INCOSIS |
| 1.2% | 1.14% | $26.5M | 106,411 | $25.3M | 112,583 | -6,172-5.48% | Reduce |
| RROLLINS INC COMROL |
| 1.2% | 1.13% | $26.4M | 450,005 | $25.2M | 446,251 | +3,754+0.84% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 1.19% | 1.18% | $26.2M | 151,408 | $26.2M | 150,439 | +969+0.64% | Add |
| AAPI GROUP CORP COM STKAPG |
| 1.16% | 0.83% | $25.6M | 744,569 | $18.4M | 540,542 | +204,027+37.74% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.14% | 1.78% | $25.2M | 155,867 | $39.7M | 279,623 | -123,756-44.26% | Reduce |
 Varonis Systems, Inc.VRNS |
| 1.13% | 1.08% | $25.0M | 434,697 | $24.0M | 472,848 | -38,151-8.07% | Reduce |
 DEXCOM INCDXCM |
| 1.11% | 1.33% | $24.4M | 362,294 | $29.5M | 337,686 | +24,608+7.29% | Add |
 KLA CORPKLAC |
| 1.07% | 1.25% | $23.7M | 21,938 | $27.7M | 30,964 | -9,026-29.15% | Reduce |
 PALO ALTOPANW |
| 1.04% | 0.94% | $22.9M | 112,364 | $20.9M | 102,110 | +10,254+10.04% | Add |
| AAPTIV PLCAPTV |
| 1.02% | 0.51% | $22.5M | 261,454 | $11.4M | 166,672 | +94,782+56.87% | Add |
 CORE & MAIN INCCNM |
| 1.02% | 0.99% | $22.5M | 418,000 | $22.0M | 364,000 | +54,000+14.84% | Add |
 PROCEPT BIOROBOTICS CORPPRCT |
| 1.02% | 1.02% | $22.5M | 630,053 | $22.7M | 394,709 | +235,344+59.62% | Add |
| MMANHATTAN ASSOCIATES INCMANH |
| 1.02% | 0.97% | $22.4M | 109,238 | $21.6M | 109,238 | 00.00% | Unchanged |
 WASTE CONNECTIONS INCWCN |
| 0.95% | 0.93% | $20.8M | 118,469 | $20.6M | 110,469 | +8,000+7.24% | Add |
| SSPS COMM INCSPSC |
| 0.93% | 1.07% | $20.5M | 196,914 | $23.8M | 175,190 | +21,724+12.40% | Add |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.93% | 0.85% | $20.4M | 1.2M | $18.8M | 1.0M | +129,188+12.55% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 0.92% | 0.78% | $20.2M | 145,500 | $17.3M | 150,500 | -5,000-3.32% | Reduce |
| CCELLEBRITE DI LTDCLBT |
| 0.9% | 0.63% | $19.8M | 1.1M | $13.9M | 869,926 | +196,924+22.64% | Add |
 WABTECWAB |
| 0.86% | 1.14% | $18.9M | 94,141 | $25.4M | 121,328 | -27,187-22.41% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 0.84% | 1.04% | $18.4M | 35,170 | $23.1M | 38,978 | -3,808-9.77% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 0.83% | 0.94% | $18.4M | 36,820 | $20.9M | 36,820 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 0.83% | 1.01% | $18.3M | 25,568 | $22.4M | 27,092 | -1,524-5.63% | Reduce |
 AUTODESK INCADSK |
| 0.83% | 0.81% | $18.2M | 57,386 | $18.1M | 58,332 | -946-1.62% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.83% | 0.75% | $18.2M | 91,702 | $16.7M | 84,702 | +7,000+8.26% | Add |
 MEDTRONIC PLCMDT |
| 0.8% | 0.72% | $17.6M | 184,899 | $16.1M | 184,899 | 00.00% | Unchanged |
