 NVIDIA CORPORATIONNVDA |
| 29.32% | 33.63% | $47.3M | 236,145 | $42.3M | 242,698 | -6,553-2.70% | Reduce |
 APPLIED MATLS INCAMAT |
| 15.61% | 9.18% | $25.2M | 34,799 | $11.6M | 33,817 | +982+2.90% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.97% | 9.99% | $17.7M | 37,032 | $12.6M | 37,184 | -152-0.41% | Reduce |
 BROADCOM INCAVGO |
| 9.89% | 10.68% | $15.9M | 42,185 | $13.4M | 43,440 | -1,255-2.89% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 7.15% | 1.94% | $11.5M | 9,980 | $2.4M | 7,216 | +2,764+38.30% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 6.17% | 10.33% | $9.9M | 85,198 | $13.0M | 88,830 | -3,632-4.09% | Reduce |
 META PLATFORMS INCMETA |
| 5.79% | 7.75% | $9.3M | 16,557 | $9.8M | 17,046 | -489-2.87% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2.73% | 0.41% | $4.4M | 14,788 | $514,169 | 5,191 | +9,597+184.88% | Add |
 AMAZON COM INCAMZN |
| 2.06% | 2.22% | $3.3M | 13,948 | $2.8M | 13,384 | +564+4.21% | Add |
 LAM RESEARCH CORPLRCX |
| 1.76% | 1.12% | $2.8M | 6,550 | $1.4M | 6,616 | -66-1.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.68% | 0.7% | $2.7M | 4,649 | $886,751 | 4,359 | +290+6.65% | Add |
 PALO ALTOPANW |
| 1.64% | 0.95% | $2.6M | 7,754 | $1.2M | 7,489 | +265+3.54% | Add |
 ALPHABET INCGOOGL |
| 1.64% | 1.67% | $2.6M | 7,395 | $2.1M | 7,306 | +89+1.22% | Add |
 APPLE INCAAPL |
| 1.26% | 1.51% | $2.0M | 6,998 | $1.9M | 7,492 | -494-6.59% | Reduce |
 SOUNDHOUND AI INC CLASS A COMSOUN |
| 0.35% | 0.49% | $571,812 | 88,379 | $619,530 | 90,179 | -1,800-2.00% | Reduce |
 CENCORA INCCOR |
| 0.23% | 0.33% | $371,836 | 1,314 | $412,780 | 1,314 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.22% | 0.19% | $356,912 | 955 | $241,205 | 850 | +105+12.35% | Add |
 GE VERNOVA INCGEV |
| 0.21% | 0.2% | $340,709 | 290 | $253,141 | 290 | 00.00% | Unchanged |
 VISA INCV |
| 0.2% | 0.22% | $314,957 | 918 | $277,456 | 918 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.18% | 0.25% | $295,609 | 316 | $314,872 | 316 | 00.00% | Unchanged |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.18% | — | $290,939 | 1,725 | $0 | 0 | +1,725 | New Buy |
 QUANTA SVCS INCPWR |
| 0.18% | 0.17% | $288,016 | 400 | $219,608 | 400 | 00.00% | Unchanged |
 MONOLITHIC PWR SYS INCMPWR |
| 0.16% | — | $257,119 | 186 | $0 | 0 | +186 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.16% | 0.19% | $250,637 | 488 | $243,834 | 488 | 00.00% | Unchanged |
| AARCHER AVIATION INCACHR |
| 0.14% | 0.2% | $224,770 | 47,520 | $245,678 | 47,520 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.12% | 0.16% | $200,544 | 400 | $206,443 | 420 | -20-4.76% | Reduce |
