 AMAZON COM INCAMZN |
| 2.73% | 1.19% | $3.07B | 12.9M | $1.14B | 5.4M | +7.4M+136.04% | Add |
 JPMORGAN CHASE & COJPM |
| 2.15% | 2.17% | $2.42B | 7.4M | $2.08B | 7.1M | +307,335+4.36% | Add |
 US FOODS HLDG CORPUSFD |
| 1.69% | 1.58% | $1.90B | 18.6M | $1.51B | 16.4M | +2.2M+13.49% | Add |
 APPLIED MATLS INCAMAT |
| 1.68% | 0.98% | $1.89B | 2.6M | $933.6M | 2.7M | -91,972-3.37% | Reduce |
| FFLEX LTDFLEX |
| 1.23% | 0.89% | $1.38B | 8.6M | $851.9M | 13.0M | -4.4M-33.69% | Reduce |
 CENCORA INCCOR |
| 1.23% | 1.48% | $1.38B | 4.9M | $1.41B | 4.5M | +385,965+8.61% | Add |
| CCRH PLCCRH |
| 1.23% | 0.99% | $1.38B | 12.9M | $946.3M | 9.0M | +3.9M+43.45% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.22% | 1% | $1.38B | 1.2M | $951.4M | 2.8M | -1.6M-57.10% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | 0.65% | $1.37B | 3.2M | $624.5M | 3.8M | -619,566-16.34% | Reduce |
 MICROCHIP TECHNOLOGYMCHP |
| 1.17% | 1% | $1.32B | 14.5M | $953.4M | 14.7M | -224,949-1.53% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 1.07% | 1.3% | $1.20B | 4.3M | $1.24B | 4.1M | +119,330+2.89% | Add |
 ABBVIE INCABBV |
| 1.07% | 0.78% | $1.20B | 4.8M | $746.1M | 3.4M | +1.4M+39.31% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 1.04% | 0.65% | $1.17B | 4.2M | $617.9M | 3.1M | +1.0M+32.54% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.98% | 1% | $1.10B | 6.1M | $953.2M | 5.8M | +319,124+5.52% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.92% | 1.19% | $1.03B | 5.9M | $1.14B | 5.8M | +83,107+1.44% | Add |
 DISNEY WALT CODIS |
| 0.91% | 0.85% | $1.02B | 10.6M | $815.7M | 8.5M | +2.1M+25.25% | Add |
 META PLATFORMS INCMETA |
| 0.91% | 0.9% | $1.02B | 1.8M | $855.8M | 1.5M | +297,410+19.89% | Add |
 UNITED RENTALS INCURI |
| 0.9% | 0.7% | $1.02B | 900,900 | $666.8M | 914,980 | -14,080-1.54% | Reduce |
 QUEST DIAGNOSTICS INCDGX |
| 0.89% | 0.82% | $1.00B | 4.7M | $786.7M | 4.0M | +732,241+18.25% | Add |
 CONOCOPHILLIPSCOP |
| 0.88% | 0.94% | $992.4M | 9.5M | $892.7M | 6.8M | +2.7M+40.50% | Add |
 MORGAN STANLEYMS |
| 0.87% | 0.76% | $984.7M | 4.7M | $729.3M | 4.4M | +255,915+5.78% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.86% | 0.81% | $965.4M | 949,277 | $773.5M | 913,460 | +35,817+3.92% | Add |
 CORPAY INCCPAY |
| 0.83% | 0.74% | $939.3M | 2.8M | $704.6M | 2.4M | +390,774+16.14% | Add |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 0.83% | 0.82% | $937.1M | 52.8M | $785.1M | 50.2M | +2.7M+5.36% | Add |
 MARATHON PETE CORPMPC |
| 0.8% | 1.45% | $905.8M | 3.5M | $1.38B | 5.6M | -2.1M-37.77% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.8% | 0.88% | $904.6M | 10.9M | $835.0M | 10.5M | +446,757+4.26% | Add |
 KINROSS GOLD CORPKGC |
| 0.8% | 1.16% | $899.8M | 36.0M | $1.11B | 34.8M | +1.2M+3.41% | Add |
 MCKESSON CORP COMMCK |
| 0.79% | 1.05% | $886.4M | 1.2M | $1.00B | 1.2M | +14,627+1.27% | Add |
 FIRSTENERGY CORP COMFE |
| 0.78% | 0.94% | $879.4M | 18.5M | $892.8M | 17.6M | +855,137+4.86% | Add |
 IQVIA HLDGS INCIQV |
| 0.77% | 0.76% | $865.5M | 4.5M | $723.3M | 4.2M | +227,058+5.36% | Add |
 ECOLAB INCECL |
| 0.76% | 0.66% | $854.2M | 3.1M | $632.4M | 2.4M | +682,894+28.83% | Add |
 VISA INCV |
| 0.75% | 0.6% | $848.3M | 2.5M | $571.6M | 1.9M | +579,181+30.67% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.74% | 0.77% | $837.5M | 11.6M | $738.2M | 10.3M | +1.3M+13.10% | Add |
| TTENET HEALTHCARE CORPTHC |
| 0.74% | 0.76% | $829.1M | 4.4M | $723.7M | 3.8M | +598,399+15.60% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.74% | 0.82% | $828.4M | 3.8M | $780.3M | 4.0M | -173,582-4.35% | Reduce |
| RRELIANCE INCRS |
| 0.73% | 0.67% | $821.8M | 2.2M | $641.7M | 2.1M | +85,869+4.07% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.73% | 0.46% | $821.6M | 4.1M | $440.4M | 2.4M | +1.7M+69.39% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.71% | 0.31% | $798.2M | 4.0M | $292.6M | 1.7M | +2.3M+137.30% | Add |
 AMERICAN EXPRESS COAXP |
| 0.7% | 0.65% | $784.6M | 2.3M | $621.7M | 2.1M | +256,194+12.46% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.68% | 0.62% | $761.6M | 6.0M | $593.1M | 4.3M | +1.8M+41.43% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.67% | 0.82% | $756.9M | 2.6M | $782.9M | 2.3M | +339,794+15.00% | Add |
 CDW CORPCDW |
| 0.66% | 0.5% | $739.3M | 5.3M | $476.4M | 3.9M | +1.3M+33.56% | Add |
 ENTERGY CORP NEWETR |
| 0.64% | 0.72% | $720.8M | 6.3M | $688.6M | 6.1M | +150,978+2.47% | Add |
 AON PLC SHS CL AAON |
| 0.62% | 0.66% | $695.8M | 2.1M | $631.1M | 2.0M | +134,741+6.89% | Add |
 FEDEX CORPFDX |
| 0.61% | 0.74% | $690.1M | 2.2M | $704.0M | 2.0M | +228,727+11.58% | Add |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.61% | 0.32% | $689.1M | 2.6M | $307.5M | 1.5M | +1.1M+77.99% | Add |
 CUMMINS INCCMI |
| 0.58% | 0.6% | $654.6M | 920,840 | $573.6M | 1.1M | -144,105-13.53% | Reduce |
| AALLEGION PLC ORD SHSCBRE |
| 0.58% | — | $652.2M | 4.6M | $0 | 0 | +4.6M | New Buy |
 BOOKING HOLDINGS INC COMBKNG |
| 0.58% | 0.6% | $649.0M | 3.6M | $575.0M | 277,977 | +3.4M+1,211.05% | Add |
 SLB LIMITEDSLB |
| 0.57% | 0.72% | $643.2M | 13.8M | $689.2M | 13.4M | +396,704+2.95% | Add |
