 NVIDIA CORPORATIONNVDA |
| 7.34% | 7.35% | $238.6M | 1.2M | $221.6M | 1.5M | -266,278-18.25% | Reduce |
 ALPHABET INCGOOGL |
| 6.21% | 5.65% | $201.8M | 564,783 | $170.2M | 759,929 | -195,146-25.68% | Reduce |
 APPLE INCAAPL |
| 4.65% | 4.61% | $151.0M | 521,841 | $138.8M | 705,298 | -183,457-26.01% | Reduce |
 MICROSOFT CORPMSFT |
| 4.59% | 5.23% | $149.2M | 399,983 | $157.7M | 582,298 | -182,315-31.31% | Reduce |
 PALO ALTOPANW |
| 3.02% | 1.76% | $98.0M | 287,388 | $52.9M | 353,248 | -65,860-18.64% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.24% | 1.83% | $72.8M | 152,499 | $55.2M | 201,121 | -48,622-24.18% | Reduce |
 ASML HLDG NVASML |
| 2.05% | 1.6% | $66.7M | 33,501 | $48.1M | 90,615 | -57,114-63.03% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.81% | 2.03% | $58.9M | 114,606 | $61.1M | 186,298 | -71,692-38.48% | Reduce |
 TJX COS INC NEWTJX |
| 1.81% | 2.15% | $58.9M | 388,513 | $64.8M | 463,021 | -74,508-16.09% | Reduce |
 BROADCOM INCAVGO |
| 1.48% | 1.13% | $48.2M | 127,701 | $34.1M | 156,699 | -28,998-18.51% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.47% | 1.42% | $47.9M | 194,700 | $42.8M | 234,051 | -39,351-16.81% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.39% | 1.36% | $45.1M | 791,839 | $40.9M | 803,447 | -11,608-1.44% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 1.36% | 1.3% | $44.3M | 90,197 | $39.2M | 138,681 | -48,484-34.96% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.36% | 0.81% | $44.3M | 61,218 | $24.5M | 114,801 | -53,583-46.67% | Reduce |
 ECOLAB INCECL |
| 1.34% | 1.48% | $43.7M | 156,801 | $44.6M | 198,853 | -42,052-21.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.34% | 1.6% | $43.5M | 46,491 | $48.2M | 143,813 | -97,322-67.67% | Reduce |
 EATON CORP PLCETN |
| 1.23% | 1.2% | $40.1M | 94,059 | $36.2M | 149,145 | -55,086-36.93% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.22% | 1.47% | $39.6M | 208,971 | $44.4M | 263,507 | -54,536-20.70% | Reduce |
 LINDE PLCLIN |
| 1.18% | 1.29% | $38.4M | 73,973 | $38.9M | 127,063 | -53,090-41.78% | Reduce |
 WABTECWAB |
| 1.06% | 1.12% | $34.6M | 128,251 | $33.6M | 132,932 | -4,681-3.52% | Reduce |
 UNION PAC CORPUNP |
| 1.06% | 1.05% | $34.3M | 126,236 | $31.7M | 160,080 | -33,844-21.14% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.02% | 0.85% | $33.3M | 88,620 | $25.6M | 117,290 | -28,670-24.44% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 1% | 0.92% | $32.4M | 137,423 | $27.7M | 142,399 | -4,976-3.49% | Reduce |
 TRAVELERS COSTRV |
| 0.96% | 0.99% | $31.4M | 94,972 | $29.8M | 102,507 | -7,535-7.35% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.96% | 0.75% | $31.3M | 111,448 | $22.8M | 141,375 | -29,927-21.17% | Reduce |
| EENCOMPASS HEALTH CORP COMEHC |
| 0.94% | 0.8% | $30.6M | 302,395 | $24.2M | 244,463 | +57,932+23.70% | Add |
 SERVICENOW INCNOW |
| 0.94% | 1.16% | $30.4M | 306,168 | $35.0M | 345,681 | -39,513-11.43% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.92% | 0.93% | $29.9M | 60,105 | $28.1M | 99,762 | -39,657-39.75% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.9% | 0.99% | $29.2M | 215,681 | $29.7M | 237,599 | -21,918-9.22% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 0.88% | 0.71% | $28.7M | 99,058 | $21.5M | 115,346 | -16,288-14.12% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.87% | 1.03% | $28.2M | 214,327 | $31.0M | 237,684 | -23,357-9.83% | Reduce |
| VVALMONT INDS INCVMI |
| 0.86% | 0.58% | $28.0M | 48,505 | $17.6M | 42,864 | +5,641+13.16% | Add |
 VISA INCV |
| 0.86% | 0.86% | $28.0M | 81,502 | $25.8M | 122,657 | -41,155-33.55% | Reduce |
 NETFLIX INCNFLX |
| 0.85% | 1.28% | $27.5M | 385,626 | $38.7M | 410,593 | -24,967-6.08% | Reduce |
 JONES LANG LASALLE INCJLL |
| 0.84% | 0.92% | $27.5M | 88,575 | $27.7M | 108,757 | -20,182-18.56% | Reduce |
 HOME DEPOT INCHD |
| 0.84% | 0.88% | $27.4M | 77,614 | $26.4M | 108,122 | -30,508-28.22% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.83% | 0.91% | $26.9M | 447,107 | $27.4M | 467,584 | -20,477-4.38% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.82% | 0.9% | $26.7M | 112,368 | $27.3M | 145,398 | -33,030-22.72% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.76% | 1.12% | $24.7M | 200,498 | $33.7M | 237,660 | -37,162-15.64% | Reduce |
 XYLEM INCXYL |
| 0.74% | 0.86% | $24.0M | 203,219 | $26.0M | 227,887 | -24,668-10.82% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.74% | 0.86% | $24.0M | 14,139 | $25.9M | 28,371 | -14,232-50.16% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.7% | 0.16% | $22.8M | 46,147 | $4.9M | 13,782 | +32,365+234.84% | Add |
 STRYKER CORPORATIONSYK |
| 0.7% | 0.82% | $22.7M | 71,991 | $24.6M | 105,811 | -33,820-31.96% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 0.68% | 0.62% | $22.0M | 390,873 | $18.7M | 371,237 | +19,636+5.29% | Add |
 QUANTA SVCS INCPWR |
| 0.67% | 0.68% | $21.9M | 30,443 | $20.5M | 70,660 | -40,217-56.92% | Reduce |
 UNITED RENTALS INCURI |
| 0.67% | 0.58% | $21.7M | 19,155 | $17.3M | 58,471 | -39,316-67.24% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 0.66% | 0.57% | $21.4M | 126,329 | $17.3M | 142,086 | -15,757-11.09% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.65% | 0.68% | $21.2M | 119,196 | $20.4M | 26,909 | +92,287+342.96% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.65% | 0.68% | $21.1M | 619,316 | $20.5M | 598,046 | +21,270+3.56% | Add |
| MMYR GROUP INCMYRG |
| 0.64% | 0.49% | $21.0M | 41,875 | $14.7M | 49,162 | -7,287-14.82% | Reduce |
