 INTEL CORPINTC |
| 2.33% | 0.91% | $146.0M | 1.0M | $61.4M | 1.4M | -346,885-24.92% | Reduce |
 ABBVIE INCABBV |
| 1.34% | — | $83.8M | 332,871 | $0 | 0 | +332,871 | New Buy |
 SHERWIN WILLIAMS COSHW |
| 1.22% | 0.84% | $76.6M | 222,579 | $56.5M | 176,182 | +46,397+26.33% | Add |
 MEDTRONIC PLCMDT |
| 1.19% | 0.9% | $74.9M | 957,344 | $60.6M | 699,794 | +257,550+36.80% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.16% | 0.96% | $73.0M | 403,387 | $64.6M | 390,533 | +12,854+3.29% | Add |
 STARBUCKS CORPSBUX |
| 1.13% | 0.77% | $71.2M | 696,485 | $52.1M | 581,097 | +115,388+19.86% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.13% | 1.04% | $70.7M | 75,568 | $69.9M | 70,130 | +5,438+7.75% | Add |
 HUMANA INC COMHUM |
| 1.11% | 0.06% | $69.9M | 176,097 | $3.8M | 21,854 | +154,243+705.79% | Add |
| PPROLOGIS INC. COMPLD |
| 1.11% | 0.58% | $69.6M | 513,651 | $39.2M | 296,432 | +217,219+73.28% | Add |
 WILLIAMS COS INCWMB |
| 1.09% | 0.97% | $68.6M | 922,294 | $65.4M | 898,058 | +24,236+2.70% | Add |
 DEVON ENERGY CORP NEWDVN |
| 1.09% | 0.66% | $68.6M | 1.7M | $44.7M | 887,558 | +771,484+86.92% | Add |
 EQUINIX INCEQIX |
| 1.09% | 1.03% | $68.2M | 65,458 | $69.3M | 70,658 | -5,200-7.36% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.06% | — | $66.5M | 396,424 | $0 | 0 | +396,424 | New Buy |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.04% | 0.23% | $65.3M | 679,637 | $15.7M | 216,933 | +462,704+213.29% | Add |
| CCIGNA GROUPLIBD |
| 1.04% | 0.82% | $65.1M | 236,302 | $55.4M | 207,678 | +28,624+13.78% | Add |
 TJX COS INC NEWTJX |
| 0.99% | 0.87% | $62.0M | 409,380 | $58.8M | 368,427 | +40,953+11.12% | Add |
 COLGATE PALMOLIVE COCL |
| 0.96% | — | $60.5M | 659,856 | $0 | 0 | +659,856 | New Buy |
 CVS HEALTH CORPCVS |
| 0.94% | 0.47% | $59.1M | 571,161 | $31.3M | 436,093 | +135,068+30.97% | Add |
 AMGEN INC COMAMGN |
| 0.87% | 0.2% | $54.8M | 151,362 | $13.2M | 37,585 | +113,777+302.72% | Add |
 CENTENE CORP DEL COMCNC |
| 0.87% | 0.41% | $54.5M | 849,468 | $27.8M | 849,468 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.87% | — | $54.3M | 185,227 | $0 | 0 | +185,227 | New Buy |
 KINDER MORGAN INC DEL COMKMI |
| 0.8% | 0.37% | $50.2M | 1.6M | $25.2M | 752,339 | +818,135+108.75% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.8% | 0.86% | $49.9M | 641,880 | $57.8M | 635,051 | +6,829+1.08% | Add |
 CENCORA INCCOR |
| 0.8% | 0.12% | $49.9M | 176,262 | $8.1M | 25,746 | +150,516+584.62% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.77% | 0.06% | $48.2M | 268,489 | $4.0M | 22,462 | +246,027+1,095.30% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 0.74% | 0.61% | $46.6M | 350,725 | $41.1M | 360,498 | -9,773-2.71% | Reduce |
 TARGA RES CORPTRGP |
| 0.72% | 0.63% | $45.2M | 168,558 | $42.3M | 168,558 | 00.00% | Unchanged |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.72% | 0.19% | $45.2M | 90,928 | $13.0M | 29,189 | +61,739+211.51% | Add |
 CUMMINS INCCMI |
| 0.71% | 0.82% | $44.4M | 62,277 | $55.3M | 102,815 | -40,538-39.43% | Reduce |
 AUTOZONE INCAZO |
| 0.7% | 0.18% | $43.7M | 13,666 | $12.2M | 3,598 | +10,068+279.82% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.68% | 0.21% | $42.8M | 119,345 | $14.0M | 55,701 | +63,644+114.26% | Add |
 DEXCOM INCDXCM |
| 0.66% | 0.49% | $41.2M | 612,127 | $33.0M | 525,577 | +86,550+16.47% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 0.65% | — | $40.8M | 1.2M | $0 | 0 | +1.2M | New Buy |
 VENTAS INC COMVTR |
| 0.63% | 0.54% | $39.7M | 447,172 | $36.6M | 447,172 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.61% | 0.39% | $38.2M | 141,386 | $26.5M | 85,246 | +56,140+65.86% | Add |
 EXPEDIA GROUP INCEXPE |
| 0.61% | 0.33% | $38.0M | 148,582 | $22.5M | 97,392 | +51,190+52.56% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 0.59% | 0.11% | $37.0M | 405,546 | $7.2M | 65,869 | +339,677+515.69% | Add |
 ELECTRONIC ARTS INCEA |
| 0.58% | 0.75% | $36.3M | 177,007 | $50.5M | 247,467 | -70,460-28.47% | Reduce |
 BUNGE GLOBAL SABG |
| 0.56% | 0.35% | $35.1M | 328,946 | $23.8M | 187,460 | +141,486+75.48% | Add |
 NUCOR CORPNUE |
| 0.56% | 0.03% | $35.1M | 157,597 | $2.2M | 13,127 | +144,470+1,100.56% | Add |
 ELI LILLY & COLLY |
| 0.56% | 0.4% | $35.1M | 29,264 | $27.2M | 29,564 | -300-1.01% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.56% | 0.37% | $35.1M | 548,277 | $24.7M | 347,403 | +200,874+57.82% | Add |
 VULCAN MATLS COVMC |
| 0.54% | 0.11% | $33.7M | 114,195 | $7.4M | 27,011 | +87,184+322.77% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.53% | — | $33.2M | 203,177 | $0 | 0 | +203,177 | New Buy |
 ROBLOX CORP CL ARBLX |
| 0.53% | 0.28% | $33.1M | 608,147 | $18.8M | 332,022 | +276,125+83.16% | Add |
| CCRH PLCCRH |
| 0.53% | — | $33.1M | 309,070 | $0 | 0 | +309,070 | New Buy |
 MODERNA INCMRNA |
| 0.53% | 0.36% | $33.0M | 471,043 | $23.9M | 471,043 | 00.00% | Unchanged |
 YUM BRANDS INC COMYUM |
| 0.52% | 0.17% | $32.9M | 205,867 | $11.5M | 74,194 | +131,673+177.47% | Add |
 REALTY INCOME CORP COMO |
| 0.5% | 0.77% | $31.3M | 505,179 | $51.7M | 844,728 | -339,549-40.20% | Reduce |
 CF INDS HLDGS INCCF |
| 0.5% | 0.43% | $31.1M | 287,257 | $29.0M | 223,668 | +63,589+28.43% | Add |
