 NVIDIA CORPORATIONNVDA |
| 6.19% | 6.55% | $619.6M | 3.1M | $479.4M | 2.7M | +347,998+12.66% | Add |
 MICROSOFT CORPMSFT |
| 5.31% | 6.24% | $531.1M | 1.4M | $456.4M | 1.2M | +190,796+15.47% | Add |
 AMAZON COM INCAMZN |
| 5.06% | 5.36% | $506.3M | 2.1M | $392.1M | 1.9M | +241,766+12.84% | Add |
 APPLE INCAAPL |
| 3.92% | 4.46% | $392.2M | 1.4M | $325.9M | 1.3M | +71,077+5.53% | Add |
 ALPHABET INCGOOGL |
| 3.03% | 2.06% | $302.7M | 846,920 | $150.7M | 524,022 | +322,898+61.62% | Add |
 VISA INCV |
| 2.55% | 3.22% | $255.5M | 744,671 | $235.5M | 779,193 | -34,522-4.43% | Reduce |
 BROADCOM INCAVGO |
| 2.45% | 2.59% | $245.6M | 650,117 | $189.4M | 611,963 | +38,154+6.23% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.43% | 1.25% | $242.7M | 417,746 | $91.1M | 447,719 | -29,973-6.69% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.21% | 2.32% | $221.5M | 463,710 | $170.0M | 503,027 | -39,317-7.82% | Reduce |
 ELI LILLY & COLLY |
| 1.98% | 2.35% | $197.8M | 164,898 | $172.0M | 186,999 | -22,101-11.82% | Reduce |
 INTEL CORPINTC |
| 1.96% | 0.28% | $195.6M | 1.4M | $20.4M | 462,870 | +937,942+202.64% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.75% | 2.28% | $175.2M | 341,055 | $166.7M | 333,723 | +7,332+2.20% | Add |
 TESLA INCTSLA |
| 1.71% | 1.34% | $170.8M | 406,049 | $97.8M | 262,972 | +143,077+54.41% | Add |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.47% | $160.1M | 452,985 | $107.4M | 374,486 | +78,499+20.96% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.48% | 0.74% | $148.6M | 128,696 | $54.1M | 160,121 | -31,425-19.63% | Reduce |
 META PLATFORMS INCMETA |
| 1.46% | 1.53% | $146.5M | 260,037 | $112.0M | 195,844 | +64,193+32.78% | Add |
 LINDE PLCLIN |
| 1.3% | 1.67% | $129.8M | 250,040 | $122.5M | 247,104 | +2,936+1.19% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.01% | 0.45% | $101.1M | 339,453 | $32.7M | 330,319 | +9,134+2.77% | Add |
 RTX CORPORATIONRTX |
| 0.91% | 0.94% | $90.9M | 479,123 | $68.8M | 356,853 | +122,270+34.26% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.89% | 1.18% | $88.8M | 1.2M | $86.2M | 1.2M | +32,704+2.73% | Add |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.88% | 1.13% | $88.3M | 437,808 | $83.0M | 397,059 | +40,749+10.26% | Add |
 APPLIED MATLS INCAMAT |
| 0.86% | 0.25% | $85.6M | 118,355 | $17.9M | 52,509 | +65,846+125.40% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.84% | 1.42% | $83.8M | 167,179 | $103.9M | 211,481 | -44,302-20.95% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.8% | 0.6% | $79.7M | 313,735 | $43.5M | 178,044 | +135,691+76.21% | Add |
 VERTIV HOLDINGS COVRT |
| 0.79% | 0.79% | $79.4M | 237,009 | $57.4M | 229,243 | +7,766+3.39% | Add |
 STRYKER CORPORATIONSYK |
| 0.75% | 1.04% | $75.4M | 239,514 | $76.4M | 232,462 | +7,052+3.03% | Add |
 GE VERNOVA INCGEV |
| 0.73% | 0.57% | $73.4M | 62,451 | $42.0M | 48,085 | +14,366+29.88% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.61% | $71.4M | 283,892 | $44.4M | 204,282 | +79,610+38.97% | Add |
 KLA CORPKLAC |
| 0.71% | 0.39% | $71.0M | 235,251 | $28.9M | 19,617 | +215,634+1,099.22% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.6% | $70.6M | 600,741 | $43.6M | 562,004 | +38,737+6.89% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.65% | 0.35% | $65.0M | 67,319 | $25.9M | 66,044 | +1,275+1.93% | Add |
 ECOLAB INCECL |
| 0.63% | 0.47% | $63.1M | 226,612 | $34.6M | 130,123 | +96,489+74.15% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.23% | $60.1M | 64,251 | $16.8M | 16,852 | +47,399+281.27% | Add |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.55% | $59.7M | 182,506 | $40.0M | 135,869 | +46,637+34.32% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.56% | 0.28% | $56.4M | 65,704 | $20.2M | 28,773 | +36,931+128.35% | Add |
 PALO ALTOPANW |
| 0.56% | 0.4% | $55.9M | 163,833 | $29.0M | 180,949 | -17,116-9.46% | Reduce |
 WELLTOWER INC COMWELL |
| 0.53% | 0.8% | $53.5M | 235,506 | $58.7M | 296,651 | -61,145-20.61% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.49% | — | $49.3M | 288,381 | $0 | 0 | +288,381 | New Buy |
 ZSCALER INCZS |
| 0.49% | 0.19% | $49.1M | 348,151 | $13.6M | 97,189 | +250,962+258.22% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.48% | 0.27% | $48.0M | 170,629 | $20.1M | 82,737 | +87,892+106.23% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.48% | 0.04% | $47.9M | 480,730 | $3.1M | 40,500 | +440,230+1,086.99% | Add |
 ORACLE CORPORCL |
| 0.48% | 0.51% | $47.8M | 326,165 | $37.2M | 252,599 | +73,566+29.12% | Add |
 MERCK & CO INCMRK |
| 0.47% | 0.32% | $47.5M | 369,803 | $23.7M | 196,922 | +172,881+87.79% | Add |
 CATERPILLAR INCCAT |
| 0.45% | 0.19% | $44.9M | 42,175 | $13.8M | 19,434 | +22,741+117.02% | Add |
 EATON CORP PLCETN |
| 0.45% | 0.45% | $44.7M | 104,882 | $32.7M | 91,452 | +13,430+14.69% | Add |
| RROCKET LAB CORP COMRKLB |
| 0.44% | 0.34% | $44.4M | 436,950 | $24.6M | 382,554 | +54,396+14.22% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.44% | 0.48% | $44.0M | 151,534 | $34.9M | 101,036 | +50,498+49.98% | Add |
| VVIASAT INCVSAT |
| 0.42% | 0.13% | $41.5M | 462,365 | $9.7M | 210,986 | +251,379+119.14% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.41% | 0.53% | $41.0M | 165,173 | $38.6M | 138,277 | +26,896+19.45% | Add |
 ARISTA NETWORKS INCANET |
| 0.4% | 0.35% | $40.0M | 235,180 | $25.7M | 209,267 | +25,913+12.38% | Add |
