 NVIDIA CORPORATIONNVDA |
| 8.1% | 8.15% | $348.0M | 1.7M | $308.4M | 1.8M | -29,099-1.65% | Reduce |
 MICROSOFT CORPMSFT |
| 6.39% | 7.18% | $274.6M | 736,068 | $271.8M | 734,309 | +1,759+0.24% | Add |
 ALPHABET INCGOOGL |
| 6.12% | 5.75% | $263.1M | 736,288 | $217.7M | 757,028 | -20,740-2.74% | Reduce |
 APPLE INCAAPL |
| 5.73% | 5.7% | $246.1M | 850,401 | $215.8M | 850,212 | +189+0.02% | Add |
 AMAZON COM INCAMZN |
| 4.53% | 4.69% | $194.5M | 816,066 | $177.4M | 851,637 | -35,571-4.18% | Reduce |
 BROADCOM INCAVGO |
| 4.42% | 4.2% | $189.9M | 502,788 | $159.1M | 513,881 | -11,093-2.16% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.41% | 2.13% | $103.5M | 316,051 | $80.8M | 274,514 | +41,537+15.13% | Add |
 VISA INCV |
| 2.34% | 1.94% | $100.5M | 292,835 | $73.5M | 243,281 | +49,554+20.37% | Add |
 ELI LILLY & COLLY |
| 1.82% | 0.67% | $78.3M | 65,270 | $25.3M | 27,497 | +37,773+137.37% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.69% | 1.19% | $72.5M | 151,891 | $45.0M | 133,016 | +18,875+14.19% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.44% | 1.49% | $62.0M | 220,477 | $56.6M | 233,310 | -12,833-5.50% | Reduce |
 META PLATFORMS INCMETA |
| 1.28% | 1.74% | $54.9M | 97,421 | $65.8M | 115,079 | -17,658-15.34% | Reduce |
 PALO ALTOPANW |
| 1.24% | 1.01% | $53.3M | 156,265 | $38.2M | 238,216 | -81,951-34.40% | Reduce |
 COLGATE PALMOLIVE COCL |
| 1.2% | 1.11% | $51.7M | 564,311 | $41.9M | 491,735 | +72,576+14.76% | Add |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.11% | $51.2M | 144,865 | $41.9M | 145,945 | -1,080-0.74% | Reduce |
 WW GRAINGER INCGWW |
| 1.11% | 1% | $47.9M | 35,180 | $37.9M | 34,781 | +399+1.15% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.09% | 1.28% | $47.0M | 91,500 | $48.6M | 97,169 | -5,669-5.83% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.07% | 0.34% | $46.0M | 39,824 | $13.0M | 38,404 | +1,420+3.70% | Add |
 SERVICENOW INCNOW |
| 0.99% | 0.73% | $42.5M | 427,836 | $27.6M | 264,107 | +163,729+61.99% | Add |
| PPROLOGIS INC. COMPLD |
| 0.96% | 1.08% | $41.4M | 305,836 | $40.8M | 308,990 | -3,154-1.02% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.96% | 0.1% | $41.4M | 131,471 | $3.9M | 11,866 | +119,605+1,007.96% | Add |
 BLACKROCK INC COMBLK |
| 0.95% | 0.92% | $41.0M | 42,612 | $34.9M | 36,251 | +6,361+17.55% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.92% | 0.11% | $39.7M | 197,779 | $4.0M | 22,098 | +175,681+795.01% | Add |
 PROGRESSIVE CORPPGR |
| 0.92% | 1.01% | $39.5M | 180,983 | $38.4M | 193,595 | -12,612-6.51% | Reduce |
 FORTINET INCFTNT |
| 0.91% | 0.62% | $39.3M | 255,619 | $23.3M | 285,059 | -29,440-10.33% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.91% | 1% | $39.0M | 77,885 | $37.9M | 77,071 | +814+1.06% | Add |
 ICICI BANK LIMITEDIBN |
| 0.91% | 0.86% | $39.0M | 1.3M | $32.5M | 1.3M | +87,595+6.97% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.83% | 0.72% | $35.9M | 151,973 | $27.1M | 137,176 | +14,797+10.79% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.78% | 0.33% | $33.4M | 57,524 | $12.4M | 60,854 | -3,330-5.47% | Reduce |
 DOVER CORPDOV |
| 0.77% | 0.02% | $33.0M | 146,949 | $934,690 | 4,484 | +142,465+3,177.19% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.76% | 0.8% | $32.5M | 19,145 | $30.4M | 17,596 | +1,549+8.80% | Add |
 ALBERTSONS COMPANIES INCACI |
| 0.73% | 0.92% | $31.4M | 2.3M | $34.7M | 2.0M | +285,280+14.01% | Add |
 PRICESMART INCPSMT |
| 0.71% | 0.52% | $30.7M | 156,929 | $19.9M | 131,990 | +24,939+18.89% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.71% | 0.65% | $30.6M | 15,448 | $24.6M | 17,819 | -2,371-13.31% | Reduce |
 MICROCHIP TECHNOLOGYMCHP |
| 0.71% | 0.74% | $30.3M | 332,367 | $27.8M | 430,616 | -98,249-22.82% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 0.7% | 0.5% | $29.9M | 76,425 | $18.7M | 64,549 | +11,876+18.40% | Add |
 SALESFORCE INCCRM |
| 0.69% | 0.86% | $29.6M | 189,144 | $32.6M | 174,606 | +14,538+8.33% | Add |
 GENERAC HLDGS INCGNRC |
| 0.69% | 0.53% | $29.6M | 100,936 | $20.0M | 102,245 | -1,309-1.28% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.67% | 0.84% | $28.7M | 115,523 | $31.8M | 114,027 | +1,496+1.31% | Add |
| RRADNET INCRDNT |
| 0.65% | 0.05% | $27.9M | 452,966 | $2.0M | 36,403 | +416,563+1,144.31% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.64% | 0.67% | $27.7M | 383,520 | $25.2M | 350,550 | +32,970+9.41% | Add |
 VEEVA SYS INCVEEV |
| 0.64% | 0.7% | $27.3M | 153,855 | $26.4M | 150,224 | +3,631+2.42% | Add |
 APPLIED MATLS INCAMAT |
| 0.61% | 0.32% | $26.4M | 36,471 | $12.1M | 35,451 | +1,020+2.88% | Add |
 CYTOKINETICS INCCYTK |
| 0.6% | 0.52% | $25.9M | 304,611 | $19.8M | 300,762 | +3,849+1.28% | Add |
 AUTODESK INCADSK |
| 0.58% | 0.81% | $24.9M | 128,018 | $30.6M | 128,018 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.58% | 0.32% | $24.9M | 57,351 | $11.9M | 55,921 | +1,430+2.56% | Add |
| RROLLINS INC COMROL |
| 0.53% | 0.88% | $23.0M | 550,668 | $33.3M | 623,562 | -72,894-11.69% | Reduce |
 INTEL CORPINTC |
| 0.5% | 0.23% | $21.6M | 155,005 | $8.8M | 200,246 | -45,241-22.59% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.5% | 0.04% | $21.5M | 25,061 | $1.7M | 2,400 | +22,661+944.21% | Add |
 OKTA INC CLASS AOKTA |
| 0.46% | 0.01% | $19.9M | 146,156 | $460,926 | 5,856 | +140,300+2,395.83% | Add |
