 MICROSOFT CORPMSFT |
| 11.94% | 11.37% | $992.4M | 2.4M | $864.8M | 2.3M | +59,118+2.57% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.04% | 2.94% | $418.9M | 463,563 | $223.3M | 450,840 | +12,723+2.82% | Add |
 ALPHABET INCGOOGL |
| 3.71% | 3.69% | $308.0M | 2.0M | $280.2M | 2.0M | +34,706+1.73% | Add |
 AMAZON COM INCAMZN |
| 2.17% | 1.92% | $180.6M | 1.0M | $146.2M | 962,480 | +38,780+4.03% | Add |
 PROCTER & GAMBLE COPG |
| 1.98% | 1.77% | $164.2M | 1.0M | $134.6M | 918,420 | +93,729+10.21% | Add |
 APPLE INCAAPL |
| 1.84% | 2.33% | $153.0M | 892,455 | $177.5M | 921,815 | -29,360-3.19% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.77% | 1.67% | $146.9M | 305,116 | $127.2M | 298,123 | +6,993+2.35% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.65% | 0.89% | $136.8M | 1.0M | $67.9M | 653,066 | +352,579+53.99% | Add |
 DANAHER CORP DEL COMDHR |
| 1.61% | 1.7% | $134.2M | 537,408 | $129.5M | 559,962 | -22,554-4.03% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.5% | 1.81% | $124.6M | 251,910 | $137.9M | 261,940 | -10,030-3.83% | Reduce |
 SALESFORCE INCCRM |
| 1.46% | 1.36% | $121.4M | 402,909 | $103.6M | 393,540 | +9,369+2.38% | Add |
 SYNOPSYS INCSNPS |
| 1.45% | 1.2% | $120.5M | 210,875 | $91.4M | 177,565 | +33,310+18.76% | Add |
 S&P GLOBAL INCSPGI |
| 1.38% | 1.16% | $115.1M | 270,576 | $87.9M | 199,640 | +70,936+35.53% | Add |
 STRYKER CORPORATIONSYK |
| 1.35% | 1.26% | $112.3M | 313,683 | $95.6M | 319,264 | -5,581-1.75% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.33% | 1.37% | $110.6M | 190,320 | $104.2M | 196,380 | -6,060-3.09% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.3% | 1.1% | $108.3M | 525,637 | $83.5M | 440,662 | +84,975+19.28% | Add |
 VISA INCV |
| 1.28% | 1.1% | $106.1M | 380,150 | $83.9M | 322,450 | +57,700+17.89% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.26% | 1.03% | $104.9M | 28,916 | $78.6M | 22,170 | +6,746+30.43% | Add |
 ELI LILLY & COLLY |
| 1.23% | 0.99% | $102.4M | 131,681 | $75.1M | 128,911 | +2,770+2.15% | Add |
 ADOBE INC COMADBE |
| 1.16% | 1.67% | $96.3M | 190,745 | $127.2M | 213,267 | -22,522-10.56% | Reduce |
 SERVICENOW INCNOW |
| 1.09% | 1.19% | $90.8M | 119,094 | $90.1M | 127,565 | -8,471-6.64% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 1.04% | 0.89% | $86.2M | 901,982 | $67.9M | 890,423 | +11,559+1.30% | Add |
 INTUITINTU |
| 1.02% | 0.73% | $85.0M | 130,766 | $55.6M | 88,906 | +41,860+47.08% | Add |
 MOODYS CORPMCO |
| 1% | 0.76% | $83.3M | 211,994 | $58.1M | 148,720 | +63,274+42.55% | Add |
 JPMORGAN CHASE & COJPM |
| 0.99% | 1.02% | $82.4M | 411,533 | $77.8M | 457,383 | -45,850-10.02% | Reduce |
 TESLA INCTSLA |
| 0.98% | 1.48% | $81.8M | 465,200 | $112.5M | 452,700 | +12,500+2.76% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.93% | 0.79% | $77.5M | 1.1M | $59.9M | 1.0M | +94,647+9.13% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.89% | 0.49% | $74.3M | 297,550 | $37.2M | 159,759 | +137,791+86.25% | Add |
 DISNEY WALT CODIS |
| 0.78% | 0.55% | $65.2M | 532,806 | $42.0M | 464,856 | +67,950+14.62% | Add |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.77% | $64.0M | 420,450 | $58.7M | 416,750 | +3,700+0.89% | Add |
 HOME DEPOT INCHD |
| 0.77% | 0.74% | $63.8M | 166,390 | $56.2M | 162,240 | +4,150+2.56% | Add |
 APPLIED MATLS INCAMAT |
| 0.74% | 0.49% | $61.9M | 300,300 | $37.3M | 230,200 | +70,100+30.45% | Add |
 MERCK & CO INCMRK |
| 0.73% | 0.6% | $60.8M | 460,600 | $45.4M | 416,100 | +44,500+10.69% | Add |
 BROADCOM INCAVGO |
| 0.72% | 0.48% | $60.0M | 45,260 | $36.3M | 32,550 | +12,710+39.05% | Add |
 MSCI INCMSCI |
| 0.72% | 0.87% | $59.4M | 106,072 | $66.3M | 117,242 | -11,170-9.53% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.71% | 0.83% | $59.1M | 148,132 | $63.3M | 187,602 | -39,470-21.04% | Reduce |
 PEPSICO INCPEP |
| 0.7% | 0.75% | $58.4M | 333,950 | $56.9M | 334,800 | -850-0.25% | Reduce |
 IDEXX LABS INC COMIDXX |
| 0.66% | 0.76% | $54.9M | 101,722 | $57.5M | 103,545 | -1,823-1.76% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.61% | 0.74% | $51.0M | 448,400 | $56.1M | 509,600 | -61,200-12.01% | Reduce |
 ZOETIS INC CL AZTS |
| 0.55% | 0.44% | $45.8M | 270,691 | $33.4M | 169,467 | +101,224+59.73% | Add |
 PROGRESSIVE CORPPGR |
| 0.54% | 0.45% | $44.6M | 215,506 | $34.2M | 214,606 | +900+0.42% | Add |
 AMERICAN EXPRESS COAXP |
| 0.52% | 0.49% | $43.1M | 189,350 | $36.9M | 197,200 | -7,850-3.98% | Reduce |
 COCA COLA COKO |
| 0.52% | 0.53% | $43.0M | 702,127 | $40.4M | 685,827 | +16,300+2.38% | Add |
| PPTC INC COMPTC |
| 0.49% | 0.57% | $40.6M | 214,925 | $43.4M | 247,918 | -32,993-13.31% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.48% | 0.55% | $39.7M | 227,750 | $41.5M | 243,650 | -15,900-6.53% | Reduce |
 LOWES COS INC COMLOW |
| 0.46% | 0.44% | $38.6M | 151,650 | $33.8M | 151,950 | -300-0.20% | Reduce |
 BLACKROCK INC COMBLK |
| 0.46% | 0.47% | $38.0M | 45,555 | $35.4M | 43,655 | +1,900+4.35% | Add |
 AMGEN INC COMAMGN |
| 0.45% | 0.49% | $37.4M | 131,650 | $36.9M | 128,150 | +3,500+2.73% | Add |
 NIKE INCNKE |
| 0.45% | 0.76% | $37.1M | 394,647 | $57.9M | 533,517 | -138,870-26.03% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.44% | 0.52% | $36.2M | 834,500 | $39.5M | 901,600 | -67,100-7.44% | Reduce |
