 NVIDIA CORPORATIONNVDA |
| 2.83% | 2.95% | $35.1M | 175,404 | $30.6M | 175,438 | -34-0.02% | Reduce |
 ALPHABET INCGOOGL |
| 1.72% | 1.64% | $21.3M | 59,728 | $17.1M | 59,363 | +365+0.61% | Add |
 BROADCOM INCAVGO |
| 1.54% | 1.49% | $19.1M | 50,684 | $15.4M | 49,811 | +873+1.75% | Add |
 ARISTA NETWORKS INCANET |
| 1.49% | 1.25% | $18.4M | 108,394 | $13.0M | 105,775 | +2,619+2.48% | Add |
 APPLE INCAAPL |
| 1.48% | 1.54% | $18.4M | 63,449 | $16.0M | 63,160 | +289+0.46% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.23% | 0.51% | $15.2M | 26,147 | $5.3M | 25,837 | +310+1.20% | Add |
| AASTERA LABS INCALAB |
| 1.07% | 0.4% | $13.3M | 27,476 | $4.2M | 37,931 | -10,455-27.56% | Reduce |
 PALO ALTOPANW |
| 1.05% | 0.58% | $13.1M | 38,340 | $6.0M | 37,621 | +719+1.91% | Add |
| IICHOR HOLDINGSICHR |
| 1.04% | 0.46% | $12.9M | 115,336 | $4.8M | 102,732 | +12,604+12.27% | Add |
 CORNING INCGLW |
| 1.02% | 0.63% | $12.6M | 49,467 | $6.5M | 47,774 | +1,693+3.54% | Add |
 KLA CORPKLAC |
| 0.99% | 0.57% | $12.3M | 40,772 | $6.0M | 4,043 | +36,729+908.46% | Add |
 MICROSOFT CORPMSFT |
| 0.84% | 0.99% | $10.4M | 27,747 | $10.3M | 27,741 | +6+0.02% | Add |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.45% | $9.7M | 22,359 | $4.7M | 21,941 | +418+1.91% | Add |
 F5 INCFFIV |
| 0.78% | 0.65% | $9.7M | 23,286 | $6.7M | 23,145 | +141+0.61% | Add |
 HEICO CORP NEWHEI |
| 0.75% | 0.71% | $9.3M | 26,170 | $7.4M | 26,815 | -645-2.41% | Reduce |
| AARGAN INCAGX |
| 0.74% | 0.54% | $9.2M | 11,464 | $5.6M | 10,222 | +1,242+12.15% | Add |
 APPLIED MATLS INCAMAT |
| 0.72% | 0.4% | $8.9M | 12,371 | $4.2M | 12,155 | +216+1.78% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.72% | 0.53% | $8.9M | 4,497 | $5.5M | 4,023 | +474+11.78% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.55% | $8.8M | 75,135 | $5.7M | 73,877 | +1,258+1.70% | Add |
 FORTINET INCFTNT |
| 0.66% | 0.46% | $8.2M | 53,077 | $4.8M | 58,578 | -5,501-9.39% | Reduce |
 ALTRIA GROUP INCMO |
| 0.65% | 0.7% | $8.1M | 112,317 | $7.3M | 110,384 | +1,933+1.75% | Add |
 META PLATFORMS INCMETA |
| 0.64% | 0.77% | $7.9M | 14,013 | $8.0M | 13,930 | +83+0.60% | Add |
 ELI LILLY & COLLY |
| 0.61% | 0.54% | $7.6M | 6,333 | $5.6M | 6,127 | +206+3.36% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.6% | 0.53% | $7.5M | 19,898 | $5.5M | 19,738 | +160+0.81% | Add |
 GE VERNOVA INCGEV |
| 0.56% | 0.49% | $6.9M | 5,896 | $5.0M | 5,772 | +124+2.15% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.56% | 0.65% | $6.9M | 13,803 | $6.7M | 13,675 | +128+0.94% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.55% | 0.33% | $6.8M | 8,876 | $3.4M | 8,715 | +161+1.85% | Add |
 RESMED INCRMD |
| 0.53% | 0.74% | $6.6M | 33,667 | $7.7M | 34,297 | -630-1.84% | Reduce |
| MMATSON INC COM NPVMATX |
| 0.51% | 0.61% | $6.3M | 32,805 | $6.3M | 38,453 | -5,648-14.69% | Reduce |
 VISA INCV |
| 0.51% | 0.53% | $6.3M | 18,352 | $5.5M | 18,137 | +215+1.19% | Add |
| EEVERPURE INC CL AEVPR |
| 0.5% | 0.3% | $6.3M | 79,347 | $3.1M | 53,278 | +26,069+48.93% | Add |
 TESLA INCTSLA |
| 0.5% | 0.52% | $6.2M | 14,647 | $5.4M | 14,653 | -6-0.04% | Reduce |
 ARCBEST CORPARCB |
| 0.5% | 0.39% | $6.2M | 42,877 | $4.1M | 41,526 | +1,351+3.25% | Add |
 EXXON MOBIL CORPXOM |
| 0.48% | 0.69% | $6.0M | 43,742 | $7.2M | 42,222 | +1,520+3.60% | Add |
 DATADOG INCDDOG |
| 0.47% | 0.25% | $5.9M | 22,590 | $2.6M | 21,904 | +686+3.13% | Add |
 S&P GLOBAL INCSPGI |
| 0.47% | 0.58% | $5.9M | 14,370 | $6.0M | 14,169 | +201+1.42% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.47% | 0.49% | $5.9M | 15,380 | $5.0M | 22,695 | -7,315-32.23% | Reduce |
 WALMART INCWMT |
| 0.47% | 0.59% | $5.8M | 51,038 | $6.1M | 48,967 | +2,071+4.23% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.46% | 0.65% | $5.8M | 136,084 | $6.7M | 133,605 | +2,479+1.86% | Add |
 WILLIAMS COS INCWMB |
| 0.46% | 0.53% | $5.7M | 76,267 | $5.5M | 75,287 | +980+1.30% | Add |
 AMPHENOL CORPAPH |
| 0.45% | 0.5% | $5.6M | 31,930 | $5.2M | 41,414 | -9,484-22.90% | Reduce |
| CCATALYST PHARMACEUTICALS INC |
| 0.45% | 0.39% | $5.5M | 176,004 | $4.1M | 163,591 | +12,413+7.59% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.44% | 0.27% | $5.5M | 121,692 | $2.8M | 118,644 | +3,048+2.57% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.44% | 0.43% | $5.4M | 31,955 | $4.4M | 37,407 | -5,452-14.57% | Reduce |
 LENNOX INTL INCLII |
| 0.43% | 0.39% | $5.4M | 9,403 | $4.0M | 8,726 | +677+7.76% | Add |
| NNRG ENERGY INCNRG |
| 0.43% | 0.51% | $5.4M | 36,710 | $5.3M | 35,928 | +782+2.18% | Add |
 VICI PPTYS INC COMVICI |
| 0.43% | 0.51% | $5.3M | 198,978 | $5.3M | 194,638 | +4,340+2.23% | Add |
 INCYTE CORPINCY |
| 0.43% | 0.42% | $5.3M | 46,507 | $4.3M | 45,880 | +627+1.37% | Add |
 SERVICENOW INCNOW |
| 0.41% | 0.51% | $5.1M | 51,009 | $5.3M | 50,287 | +722+1.44% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.51% | $5.0M | 5,331 | $5.3M | 5,310 | +21+0.40% | Add |
