 NVIDIA CORPORATIONNVDA |
| 6.44% | 6.99% | $549.0M | 2.8M | $486.9M | 2.9M | -131,930-4.48% | Reduce |
 ALPHABET INCGOOGL |
| 5.24% | 4.92% | $447.0M | 1.3M | $342.6M | 1.3M | +13,060+1.04% | Add |
 APPLE INCAAPL |
| 4.71% | 4.83% | $401.9M | 1.4M | $337.0M | 1.4M | +60,210+4.41% | Add |
 MICROSOFT CORPMSFT |
| 3.23% | 3.64% | $275.8M | 747,623 | $253.9M | 705,777 | +41,846+5.93% | Add |
 BROADCOM INCAVGO |
| 3.19% | 3.18% | $272.2M | 730,840 | $221.9M | 756,062 | -25,222-3.34% | Reduce |
 AMAZON COM INCAMZN |
| 3.15% | 3.08% | $268.9M | 1.1M | $214.7M | 1.1M | +57,379+5.39% | Add |
 APPLIED MATLS INCAMAT |
| 2.77% | 1.78% | $236.6M | 340,353 | $124.0M | 383,390 | -43,037-11.23% | Reduce |
 ELI LILLY & COLLY |
| 1.87% | 1.73% | $159.5M | 129,713 | $120.9M | 136,280 | -6,567-4.82% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.8% | 1.43% | $153.9M | 374,488 | $99.4M | 496,925 | -122,437-24.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.76% | 1.01% | $150.3M | 278,552 | $70.4M | 359,276 | -80,724-22.47% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.5% | 1.4% | $127.6M | 280,467 | $97.7M | 308,734 | -28,267-9.16% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.43% | 0.64% | $122.1M | 106,629 | $44.7M | 138,901 | -32,272-23.23% | Reduce |
 CISCO SYS INCCSCO |
| 1.31% | 1.16% | $111.5M | 947,049 | $80.8M | 1.0M | -102,052-9.73% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.27% | 1.34% | $108.1M | 328,048 | $93.5M | 329,318 | -1,270-0.39% | Reduce |
 ABBVIE INCABBV |
| 1.13% | 1.13% | $96.6M | 379,937 | $78.9M | 370,136 | +9,801+2.65% | Add |
 KLA CORPKLAC |
| 1.06% | 0.89% | $90.6M | 325,543 | $61.8M | 44,718 | +280,825+627.99% | Add |
 ARISTA NETWORKS INCANET |
| 1.01% | 0.9% | $86.6M | 523,670 | $63.1M | 536,935 | -13,265-2.47% | Reduce |
 QUANTA SVCS INCPWR |
| 1.01% | 1.05% | $86.5M | 121,105 | $73.1M | 137,000 | -15,895-11.60% | Reduce |
 VISA INCV |
| 1.01% | 1.1% | $86.4M | 252,891 | $76.5M | 255,097 | -2,206-0.86% | Reduce |
 PALO ALTOPANW |
| 0.88% | 0.49% | $75.0M | 225,914 | $34.2M | 221,419 | +4,495+2.03% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.85% | 0.72% | $72.2M | 966,491 | $50.0M | 715,163 | +251,328+35.14% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.82% | 0.95% | $70.2M | 138,757 | $66.0M | 136,886 | +1,871+1.37% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.37% | $69.0M | 164,274 | $25.9M | 98,837 | +65,437+66.21% | Add |
 INTEL CORPINTC |
| 0.8% | 0.34% | $68.2M | 517,755 | $23.5M | 567,773 | -50,018-8.81% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.8% | 0.92% | $68.1M | 133,690 | $64.4M | 130,327 | +3,363+2.58% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.79% | 0.73% | $67.2M | 241,725 | $50.8M | 214,199 | +27,526+12.85% | Add |
 MORGAN STANLEYMS |
| 0.78% | 0.54% | $66.3M | 313,094 | $37.6M | 237,305 | +75,789+31.94% | Add |
 PROCTER & GAMBLE COPG |
| 0.76% | 0.94% | $64.4M | 433,797 | $65.2M | 450,676 | -16,879-3.75% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.75% | 0.72% | $63.9M | 138,391 | $50.2M | 105,313 | +33,078+31.41% | Add |
 HOME DEPOT INCHD |
| 0.73% | 0.88% | $62.4M | 177,769 | $61.4M | 189,742 | -11,973-6.31% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.73% | 0.94% | $62.4M | 151,128 | $65.7M | 153,920 | -2,792-1.81% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.73% | 0.71% | $62.2M | 1.1M | $49.7M | 1.1M | +22,060+2.10% | Add |
 LINDE PLCLIN |
| 0.73% | 0.9% | $61.9M | 121,061 | $63.0M | 126,263 | -5,202-4.12% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.68% | 0.73% | $58.0M | 170,088 | $51.1M | 171,634 | -1,546-0.90% | Reduce |
 CORNING INCGLW |
| 0.67% | 0.14% | $56.8M | 222,293 | $9.6M | 74,546 | +147,747+198.20% | Add |
 NORTHERN TR CORPNTRS |
| 0.62% | 0.6% | $52.7M | 301,475 | $41.8M | 307,034 | -5,559-1.81% | Reduce |
 MERCK & CO INCMRK |
| 0.6% | 0.7% | $51.5M | 397,757 | $48.8M | 413,128 | -15,371-3.72% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.59% | 0.57% | $50.2M | 104,038 | $39.7M | 113,789 | -9,751-8.57% | Reduce |
 ECOLAB INCECL |
| 0.59% | 0.68% | $50.0M | 179,373 | $47.7M | 181,776 | -2,403-1.32% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.58% | 0.6% | $49.8M | 272,811 | $42.0M | 10,191 | +262,620+2,576.98% | Add |
 NEWMONT CORPNEM |
| 0.58% | 0.86% | $49.7M | 525,554 | $59.7M | 578,935 | -53,381-9.22% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.57% | 0.65% | $49.0M | 98,033 | $45.3M | 102,298 | -4,265-4.17% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.54% | 0.6% | $46.0M | 149,772 | $41.6M | 177,442 | -27,670-15.59% | Reduce |
 XYLEM INCXYL |
| 0.53% | 0.55% | $45.4M | 389,025 | $38.2M | 328,577 | +60,448+18.40% | Add |
 OWENS CORNING NEW COMOC |
| 0.52% | 0.42% | $44.0M | 281,808 | $29.2M | 280,083 | +1,725+0.62% | Add |
| AACM RESH INCACMR |
| 0.5% | 0.21% | $42.8M | 360,000 | $14.4M | 380,000 | -20,000-5.26% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.5% | 0.52% | $42.7M | 88,961 | $36.5M | 90,329 | -1,368-1.51% | Reduce |
 WASTE MGMT INC DELWM |
| 0.49% | 0.63% | $41.9M | 187,667 | $43.6M | 189,736 | -2,069-1.09% | Reduce |
 CATERPILLAR INCCAT |
| 0.48% | 0.12% | $40.8M | 39,500 | $8.1M | 12,056 | +27,444+227.64% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.48% | 0.65% | $40.7M | 100,344 | $45.3M | 100,028 | +316+0.32% | Add |
