 NVIDIA CORPORATIONNVDA |
| 4.09% | 4.73% | $4.29B | 21.4M | $4.49B | 25.7M | -4.3M-16.77% | Reduce |
 ALPHABET INCGOOGL |
| 2.79% | 2.55% | $2.92B | 8.2M | $2.41B | 8.4M | -233,087-2.77% | Reduce |
 BROADCOM INCAVGO |
| 2.65% | 2.47% | $2.77B | 7.3M | $2.34B | 7.6M | -226,018-2.99% | Reduce |
 APPLE INCAAPL |
| 2.42% | 2.43% | $2.53B | 8.8M | $2.30B | 9.1M | -307,990-3.40% | Reduce |
 MICROSOFT CORPMSFT |
| 1.96% | 2.61% | $2.05B | 5.5M | $2.48B | 6.7M | -1.2M-17.72% | Reduce |
 AMAZON COM INCAMZN |
| 1.95% | 2.09% | $2.04B | 8.6M | $1.99B | 9.5M | -974,742-10.22% | Reduce |
 UBS GROUP AGUBS |
| 1.74% | 1.44% | $1.82B | 36.7M | $1.36B | 35.6M | +1.2M+3.24% | Add |
 APPLIED MATLS INCAMAT |
| 1.44% | 1.01% | $1.51B | 2.1M | $957.9M | 2.8M | -718,819-25.65% | Reduce |
 KLA CORPKLAC |
| 1.4% | 1.12% | $1.46B | 4.9M | $1.06B | 721,944 | +4.1M+572.79% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.17% | 0.44% | $1.22B | 1.1M | $415.7M | 1.2M | -170,473-13.85% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.1% | 0.65% | $1.15B | 2.7M | $620.5M | 2.9M | -252,680-8.70% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1% | 0.41% | $1.05B | 1.8M | $387.3M | 1.9M | -95,857-5.03% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.99% | 0.41% | $1.04B | 4.1M | $392.3M | 2.6M | +1.5M+56.67% | Add |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.92% | $1.01B | 2.9M | $876.1M | 3.1M | -188,074-6.15% | Reduce |
 VISA INCV |
| 0.89% | 0.65% | $936.3M | 2.7M | $617.7M | 2.0M | +685,322+33.53% | Add |
 CISCO SYS INCCSCO |
| 0.87% | 0.32% | $910.1M | 7.7M | $299.8M | 3.9M | +3.9M+100.50% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.87% | 0.8% | $907.0M | 3.2M | $756.0M | 3.8M | -614,533-15.99% | Reduce |
 ELI LILLY & COLLY |
| 0.86% | 0.92% | $905.8M | 754,985 | $867.8M | 943,976 | -188,991-20.02% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.75% | 0.55% | $791.1M | 4.7M | $520.2M | 4.2M | +417,928+9.85% | Add |
 TESLA INCTSLA |
| 0.75% | 0.75% | $784.7M | 1.9M | $714.7M | 1.9M | -57,221-2.98% | Reduce |
 PALO ALTOPANW |
| 0.74% | 0.81% | $771.8M | 2.3M | $770.5M | 4.8M | -2.5M-52.91% | Reduce |
 META PLATFORMS INCMETA |
| 0.73% | 1.04% | $764.8M | 1.4M | $990.2M | 1.7M | -373,959-21.59% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.73% | 0.85% | $764.4M | 1.6M | $804.0M | 1.9M | -373,107-19.33% | Reduce |
 XCEL ENERGY INC COMXEL |
| 0.69% | 0.74% | $725.8M | 9.0M | $704.8M | 8.9M | +166,709+1.88% | Add |
 SALESFORCE INCCRM |
| 0.68% | 0.87% | $713.5M | 4.6M | $824.9M | 4.4M | +135,132+3.06% | Add |
 SERVICENOW INCNOW |
| 0.68% | 0.67% | $713.2M | 7.2M | $635.7M | 6.1M | +1.1M+18.14% | Add |
 ECOLAB INCECL |
| 0.67% | 0.91% | $697.0M | 2.5M | $866.8M | 3.3M | -757,470-23.24% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.63% | 0.53% | $657.5M | 862,074 | $499.3M | 1.3M | -417,304-32.62% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.61% | 0.81% | $638.7M | 1.2M | $770.7M | 1.5M | -298,872-19.37% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.6% | 0.12% | $628.2M | 1.9M | $117.9M | 470,970 | +1.4M+298.83% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.6% | 0.95% | $625.4M | 7.1M | $896.2M | 9.6M | -2.5M-26.15% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 0.57% | 0.42% | $597.0M | 4.5M | $398.6M | 3.5M | +996,992+28.51% | Add |
| DDYNATRACE INCDT |
| 0.53% | 0.62% | $560.4M | 12.8M | $584.6M | 15.8M | -3.0M-19.27% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.53% | 0.71% | $550.2M | 2.9M | $675.3M | 3.5M | -544,354-15.63% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.52% | 0.59% | $547.6M | 1.4M | $563.5M | 1.2M | +154,346+12.62% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.51% | 1.07% | $538.4M | 1.1M | $1.01B | 2.1M | -987,673-47.91% | Reduce |
 AUTODESK INCADSK |
| 0.51% | 0.53% | $534.0M | 2.7M | $503.5M | 2.1M | +643,267+30.58% | Add |
 LINDE PLCLIN |
| 0.51% | 0.56% | $529.7M | 1.0M | $533.4M | 1.1M | -55,177-5.13% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.5% | 0.72% | $526.1M | 2.5M | $678.6M | 3.1M | -629,297-20.31% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.5% | 0.43% | $519.0M | 1.7M | $406.7M | 4.1M | -2.4M-57.57% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.48% | 0.71% | $502.4M | 2.1M | $668.8M | 2.9M | -751,312-26.19% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.46% | 0.43% | $486.6M | 1.5M | $410.7M | 1.4M | +90,373+6.47% | Add |
 XYLEM INCXYL |
| 0.46% | 0.55% | $477.5M | 4.0M | $518.0M | 4.3M | -295,023-6.81% | Reduce |
| TTERADYNE INCTER |
| 0.45% | 0.25% | $472.8M | 977,716 | $237.2M | 800,549 | +177,167+22.13% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.45% | 0.37% | $472.8M | 1.3M | $346.6M | 1.2M | +12,374+0.99% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.45% | 0.38% | $470.7M | 1.9M | $357.0M | 1.5M | +392,729+26.89% | Add |
 TWILIO INCTWLO |
| 0.44% | 0.31% | $463.6M | 2.2M | $293.2M | 2.3M | -83,842-3.60% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.44% | 0.58% | $463.4M | 473,772 | $546.7M | 610,750 | -136,978-22.43% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.43% | 0.4% | $451.3M | 1.1M | $382.4M | 1.2M | -65,841-5.48% | Reduce |
 CLOUDFLARE INCNET |
| 0.42% | 0.3% | $441.0M | 1.8M | $284.9M | 1.4M | +416,128+30.11% | Add |
