 NVIDIA CORPORATIONNVDA |
| 7.51% | 7.96% | $8.71B | 43.5M | $7.58B | 43.4M | +87,001+0.20% | Add |
 APPLE INCAAPL |
| 5.04% | 5.19% | $5.85B | 20.2M | $4.93B | 19.4M | +775,535+3.99% | Add |
 MICROSOFT CORPMSFT |
| 4.78% | 5.89% | $5.54B | 14.9M | $5.60B | 15.1M | -277,511-1.83% | Reduce |
 BROADCOM INCAVGO |
| 4.29% | 4.05% | $4.97B | 13.2M | $3.85B | 12.4M | +730,683+5.88% | Add |
 AMAZON COM INCAMZN |
| 3.39% | 3.49% | $3.93B | 16.5M | $3.32B | 15.9M | +576,975+3.62% | Add |
 ALPHABET INCGOOGL |
| 2.97% | 2.88% | $3.45B | 9.7M | $2.74B | 9.5M | +122,132+1.28% | Add |
| AAlphabet Inc Class CGOOG |
| 2.95% | 3.06% | $3.42B | 9.7M | $2.91B | 10.2M | -468,645-4.61% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.37% | 0.83% | $2.75B | 2.4M | $786.0M | 2.3M | +51,609+2.22% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.13% | 0.72% | $2.47B | 4.2M | $680.8M | 3.3M | +897,275+26.81% | Add |
 ELI LILLY & COLLY |
| 1.84% | 1.56% | $2.14B | 1.8M | $1.49B | 1.6M | +165,006+10.21% | Add |
 APPLIED MATLS INCAMAT |
| 1.8% | 1.02% | $2.09B | 2.9M | $969.7M | 2.8M | +56,078+1.98% | Add |
 LAM RESEARCH CORPLRCX |
| 1.74% | 0.81% | $2.01B | 4.6M | $766.7M | 3.6M | +1.1M+29.56% | Add |
 KLA CORPKLAC |
| 1.43% | 0.99% | $1.66B | 5.5M | $939.1M | 637,806 | +4.9M+763.90% | Add |
 META PLATFORMS INCMETA |
| 1.37% | 1.86% | $1.59B | 2.8M | $1.77B | 3.1M | -256,255-8.30% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.32% | 1.42% | $1.54B | 4.7M | $1.36B | 4.6M | +84,378+1.83% | Add |
 ANALOG DEVICES INC COMADI |
| 1.31% | 1.17% | $1.52B | 3.8M | $1.12B | 3.5M | +306,800+8.74% | Add |
| CCITIGROUP INCC |
| 1.21% | 1.16% | $1.41B | 10.1M | $1.10B | 9.7M | +357,658+3.69% | Add |
 ARISTA NETWORKS INCANET |
| 0.92% | 0.83% | $1.07B | 6.3M | $791.8M | 6.4M | -133,749-2.07% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.83% | 0.96% | $964.6M | 7.1M | $911.6M | 6.9M | +223,306+3.24% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.79% | 0.75% | $920.5M | 3.6M | $714.0M | 2.9M | +703,367+24.08% | Add |
 VISA INCV |
| 0.76% | 0.88% | $882.4M | 2.6M | $840.4M | 2.8M | -208,695-7.51% | Reduce |
 CISCO SYS INCCSCO |
| 0.74% | 0.71% | $862.4M | 7.3M | $675.9M | 8.7M | -1.4M-15.71% | Reduce |
 AMPHENOL CORPAPH |
| 0.73% | 0.43% | $843.5M | 4.8M | $409.4M | 3.2M | +1.5M+47.64% | Add |
 PALO ALTOPANW |
| 0.71% | 0.46% | $827.4M | 2.4M | $439.3M | 2.7M | -313,815-11.45% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.71% | 0.92% | $818.5M | 1.6M | $879.2M | 1.8M | -165,919-9.43% | Reduce |
 MERCK & CO INCMRK |
| 0.7% | 0.9% | $817.3M | 6.4M | $853.1M | 7.1M | -731,062-10.31% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.7% | 0.54% | $812.6M | 2.2M | $510.1M | 1.8M | +329,330+17.94% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.68% | 0.29% | $793.3M | 822,103 | $277.8M | 709,160 | +112,943+15.93% | Add |
 INTEL CORPINTC |
| 0.68% | 0.27% | $785.4M | 5.6M | $260.8M | 5.9M | -286,050-4.84% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.65% | 0.64% | $757.0M | 13.3M | $608.6M | 12.5M | +800,114+6.41% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.62% | 0.32% | $719.7M | 1.7M | $300.5M | 1.1M | +620,847+55.90% | Add |
 HOME DEPOT INCHD |
| 0.6% | 0.79% | $696.1M | 2.0M | $750.7M | 2.3M | -308,553-13.52% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.59% | 0.5% | $687.0M | 1.4M | $479.3M | 1.4M | +20,374+1.44% | Add |
 ABBVIE INCABBV |
| 0.57% | 0.55% | $663.0M | 2.6M | $521.3M | 2.4M | +237,708+9.92% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.56% | 0.76% | $651.1M | 1.3M | $727.6M | 1.5M | -181,534-12.26% | Reduce |
 WASTE MGMT INC DELWM |
| 0.53% | 0.58% | $617.7M | 2.8M | $549.9M | 2.4M | +378,554+15.82% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.52% | 0.71% | $608.8M | 1.3M | $675.6M | 1.4M | -67,307-4.83% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.52% | — | $608.5M | 3.6M | $0 | 0 | +3.6M | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.52% | 0.66% | $603.9M | 1.2M | $630.1M | 1.3M | -107,994-8.21% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.67% | $601.9M | 643,428 | $641.2M | 643,451 | -23-0.00% | Reduce |
 SERVICENOW INCNOW |
| 0.52% | 0.34% | $601.8M | 6.1M | $319.0M | 3.1M | +3.0M+98.65% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.52% | 0.58% | $601.4M | 10.7M | $555.8M | 11.6M | -860,085-7.42% | Reduce |
 MCKESSON CORP COMMCK |
| 0.52% | 0.91% | $599.8M | 793,743 | $870.2M | 1.0M | -211,867-21.07% | Reduce |
 NETFLIX INCNFLX |
| 0.47% | 0.83% | $542.4M | 7.6M | $785.1M | 8.2M | -568,839-6.97% | Reduce |
 FORTINET INCFTNT |
| 0.46% | 0.32% | $537.1M | 3.5M | $304.1M | 3.7M | -225,292-6.05% | Reduce |
 EMERSON ELEC COEMR |
| 0.45% | 0.46% | $522.1M | 3.6M | $436.6M | 3.3M | +314,980+9.45% | Add |
 LINDE PLCLIN |
| 0.45% | 0.51% | $518.9M | 999,975 | $482.3M | 972,945 | +27,030+2.78% | Add |
 ORACLE CORPORCL |
| 0.44% | 0.51% | $509.5M | 3.5M | $488.3M | 3.3M | +156,716+4.72% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.43% | 0.6% | $496.9M | 1.2M | $566.3M | 1.3M | -108,432-8.31% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.41% | 0.63% | $478.6M | 3.9M | $596.9M | 3.8M | +92,577+2.44% | Add |
