 NVIDIA CORPORATIONNVDA |
| 5.9% | 7.04% | $5.89B | 29.4M | $2.74B | 14.7M | +14.8M+100.53% | Add |
 APPLE INCAAPL |
| 4.35% | 4.89% | $4.34B | 15.0M | $1.90B | 7.5M | +7.5M+100.71% | Add |
 MICROSOFT CORPMSFT |
| 3.81% | — | $3.80B | 10.2M | $0 | 0 | +10.2M | New Buy |
 ALPHABET INCGOOGL |
| 3.1% | 3.13% | $3.10B | 8.7M | $1.22B | 5.0M | +3.7M+73.22% | Add |
 AMAZON COM INCAMZN |
| 2.88% | 3.4% | $2.88B | 12.1M | $1.32B | 6.0M | +6.0M+100.18% | Add |
 BROADCOM INCAVGO |
| 2.11% | 2.04% | $2.11B | 5.6M | $793.6M | 2.4M | +3.2M+132.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.67% | 1.34% | $1.67B | 2.9M | $520.6M | 3.2M | -342,615-10.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.53% | 0.78% | $1.52B | 4.3M | $301.7M | 1.2M | +3.1M+248.36% | Add |
 ASTRAZENECA PLCAZN |
| 1.41% | — | $1.41B | 7.5M | $0 | 0 | +7.5M | New Buy |
 META PLATFORMS INCMETA |
| 1.33% | 2.38% | $1.33B | 2.4M | $925.4M | 1.3M | +1.1M+86.74% | Add |
 APPLIED MATLS INCAMAT |
| 1.31% | 0.27% | $1.31B | 1.8M | $105.9M | 517,156 | +1.3M+249.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.21% | 0.36% | $1.21B | 1.0M | $140.4M | 839,320 | +207,808+24.76% | Add |
 ELI LILLY & COLLY |
| 1.2% | 1.3% | $1.20B | 1.0M | $507.6M | 665,247 | +336,361+50.56% | Add |
 LAM RESEARCH CORPLRCX |
| 1.08% | 0.87% | $1.08B | 2.5M | $340.3M | 2.5M | -50,588-1.99% | Reduce |
 PALO ALTOPANW |
| 1% | 0.79% | $996.6M | 2.9M | $309.3M | 1.5M | +1.4M+92.46% | Add |
 TESLA INCTSLA |
| 0.98% | 1.64% | $981.8M | 2.3M | $640.1M | 1.4M | +895,024+62.19% | Add |
 VISA INCV |
| 0.82% | 1.05% | $817.0M | 2.4M | $407.6M | 1.2M | +1.2M+99.45% | Add |
 KLA CORPKLAC |
| 0.81% | 0.24% | $812.1M | 2.7M | $94.4M | 87,547 | +2.6M+2,976.60% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.81% | 0.75% | $808.0M | 1.7M | $291.8M | 1.0M | +647,773+62.01% | Add |
 INTEL CORPINTC |
| 0.75% | 0.43% | $749.0M | 5.4M | $165.5M | 4.9M | +439,470+8.91% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.71% | — | $711.6M | 9.2M | $0 | 0 | +9.2M | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.69% | $666.4M | 712,347 | $269.7M | 291,325 | +421,022+144.52% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.6% | — | $603.3M | 2.0M | $0 | 0 | +2.0M | New Buy |
| DDEUTSCHE BK AG |
| 0.58% | — | $581.8M | 17.2M | $0 | 0 | +17.2M | New Buy |
 ARISTA NETWORKS INCANET |
| 0.58% | 0.83% | $581.8M | 3.4M | $321.3M | 2.2M | +1.2M+55.35% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.56% | 1.09% | $563.7M | 1.1M | $422.3M | 742,477 | +355,065+47.82% | Add |
 GE VERNOVA INCGEV |
| 0.56% | 0.36% | $556.2M | 473,469 | $139.6M | 227,022 | +246,447+108.56% | Add |
 CIENA CORPCIEN |
| 0.54% | 0.94% | $542.1M | 1.1M | $365.1M | 2.5M | -1.4M-55.89% | Reduce |
 TJX COS INC NEWTJX |
| 0.51% | 0.87% | $507.9M | 3.4M | $337.1M | 2.3M | +1.0M+43.71% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.5% | 0.48% | $497.6M | 3.9M | $187.6M | 1.7M | +2.2M+133.02% | Add |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.55% | $485.4M | 8.5M | $214.1M | 4.2M | +4.4M+105.20% | Add |
 AMERICAN EXPRESS COAXP |
| 0.46% | 0.42% | $458.4M | 1.4M | $162.9M | 490,464 | +864,692+176.30% | Add |
 WALMART INCWMT |
| 0.45% | — | $449.3M | 4.0M | $0 | 0 | +4.0M | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.45% | 1.11% | $449.0M | 1.1M | $433.4M | 968,970 | +160,088+16.52% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.45% | 0.46% | $446.0M | 897,893 | $178.7M | 456,333 | +441,560+96.76% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.43% | — | $434.1M | 449,904 | $0 | 0 | +449,904 | New Buy |
| TTERADYNE INCTER |
| 0.43% | 0.01% | $427.4M | 883,712 | $2.0M | 14,734 | +868,978+5,897.77% | Add |
 SERVICENOW INCNOW |
| 0.42% | 0.8% | $422.9M | 4.3M | $310.9M | 337,841 | +3.9M+1,160.78% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.42% | 0.26% | $421.2M | 1.7M | $102.3M | 551,916 | +1.1M+200.39% | Add |
 CISCO SYS INCCSCO |
| 0.4% | 0.39% | $396.2M | 3.4M | $153.4M | 2.2M | +1.1M+50.52% | Add |
 FERRARI N V COMRACE |
| 0.39% | — | $391.6M | 1.1M | $0 | 0 | +1.1M | New Buy |
 ABBVIE INCABBV |
| 0.38% | 0.29% | $382.8M | 1.5M | $112.8M | 487,025 | +1.0M+212.38% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.38% | — | $375.7M | 764,932 | $0 | 0 | +764,932 | New Buy |
 GE AEROSPACEGE |
| 0.37% | 0.32% | $365.8M | 978,844 | $122.9M | 408,649 | +570,195+139.53% | Add |
 LINDE PLCLIN |
| 0.35% | — | $353.5M | 681,260 | $0 | 0 | +681,260 | New Buy |
 JFROG LTDFROG |
| 0.35% | — | $349.0M | 3.8M | $0 | 0 | +3.8M | New Buy |
| CCITIGROUP INCC |
| 0.34% | 0.1% | $338.0M | 2.4M | $39.5M | 388,816 | +2.0M+520.91% | Add |
 MERCK & CO INCMRK |
| 0.33% | 0.21% | $331.8M | 2.6M | $82.1M | 978,229 | +1.6M+163.91% | Add |
 TEXAS INSTRS INCTXN |
| 0.33% | 0.34% | $330.5M | 1.1M | $131.6M | 716,280 | +392,686+54.82% | Add |
| EEVERPURE INC CL AEVPR |
| 0.33% | 0.77% | $327.8M | 4.2M | $300.5M | 3.6M | +578,605+16.14% | Add |
