 MICROSOFT CORPMSFT |
| 8.02% | 7.81% | $1.45B | 3.2M | $1.32B | 3.3M | -82,142-2.47% | Reduce |
 AMAZON COM INCAMZN |
| 6.99% | 6.21% | $1.26B | 6.6M | $1.05B | 6.5M | +56,842+0.87% | Add |
 MASTERCARD INCORPORATEDMA |
| 5.1% | 5.11% | $921.2M | 1.8M | $860.3M | 1.9M | -120,155-6.25% | Reduce |
 COCA COLA COKO |
| 5.06% | 5.29% | $915.4M | 14.1M | $890.9M | 14.3M | -286,817-2.00% | Reduce |
 CME GROUP INCCME |
| 4.36% | 4.82% | $787.8M | 3.4M | $811.2M | 3.7M | -215,382-5.89% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 4.25% | 4.93% | $769.1M | 1.5M | $830.3M | 1.5M | -36,147-2.42% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 4.03% | 3.97% | $728.4M | 10.0M | $668.5M | 11.0M | -991,645-9.04% | Reduce |
 ABBOTT LABORATORIESABT |
| 4% | 4.24% | $722.4M | 6.0M | $714.6M | 6.2M | -192,288-3.12% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 3.98% | 4.47% | $718.9M | 9.7M | $753.1M | 9.9M | -213,893-2.16% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.68% | 3.69% | $665.1M | 4.1M | $621.8M | 4.2M | -80,263-1.91% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 3.31% | 3.14% | $598.1M | 2.3M | $528.8M | 2.1M | +218,194+10.59% | Add |
| RRB GLOBAL INCRBA |
| 2.98% | 2.78% | $538.3M | 6.7M | $467.9M | 6.6M | +13,287+0.20% | Add |
 ADOBE INC COMADBE |
| 2.88% | 2.92% | $520.3M | 975,076 | $492.3M | 788,745 | +186,331+23.62% | Add |
 VISA INCV |
| 2.62% | 2.75% | $473.0M | 1.6M | $462.8M | 1.7M | -94,586-5.59% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.59% | 2.63% | $468.6M | 3.3M | $442.7M | 3.3M | -58,127-1.75% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.45% | 3.13% | $443.2M | 718,886 | $526.9M | 946,099 | -227,213-24.02% | Reduce |
 SYNOPSYS INCSNPS |
| 2.17% | 1.52% | $392.9M | 649,504 | $255.4M | 471,955 | +177,549+37.62% | Add |
 VULCAN MATLS COVMC |
| 2.02% | 1.98% | $365.5M | 1.3M | $334.2M | 1.4M | -140,722-10.07% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.97% | 1.6% | $355.6M | 2.4M | $269.7M | 2.4M | -28,722-1.18% | Reduce |
 INTUITINTU |
| 1.89% | 1.95% | $341.7M | 503,275 | $327.9M | 505,430 | -2,155-0.43% | Reduce |
 CASEYS GEN STORES INCCASY |
| 1.81% | 1.72% | $326.8M | 981,614 | $290.1M | 1.0M | -34,418-3.39% | Reduce |
 SERVICENOW INCNOW |
| 1.57% | 1.88% | $283.5M | 351,134 | $317.0M | 427,041 | -75,907-17.78% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 1.46% | 1.56% | $264.2M | 68,458 | $262.6M | 70,381 | -1,923-2.73% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.43% | 1.4% | $258.2M | 698,068 | $235.4M | 715,839 | -17,771-2.48% | Reduce |
 PEPSICO INCPEP |
| 1.39% | 1.72% | $250.7M | 1.4M | $289.6M | 1.6M | -273,375-16.67% | Reduce |
 NIKE INCNKE |
| 1.16% | 0.97% | $210.1M | 2.1M | $163.2M | 1.4M | +675,763+47.36% | Add |
 PROGRESSIVE CORPPGR |
| 1.15% | 1.06% | $208.6M | 964,252 | $178.2M | 1.1M | -112,621-10.46% | Reduce |
 KLA CORPKLAC |
| 1.13% | 0.74% | $204.5M | 285,254 | $125.0M | 207,352 | +77,902+37.57% | Add |
 AMPHENOL CORPAPH |
| 1.05% | 0.97% | $189.3M | 1.6M | $162.5M | 1.6M | -8,434-0.53% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.9% | 0.77% | $163.0M | 789,121 | $130.1M | 580,109 | +209,012+36.03% | Add |
 UNION PAC CORPUNP |
| 0.89% | — | $161.1M | 626,519 | $0 | 0 | +626,519 | New Buy |
 STARBUCKS CORPSBUX |
| 0.83% | — | $149.8M | 1.6M | $0 | 0 | +1.6M | New Buy |
 WALMART INCWMT |
| 0.82% | 1.27% | $148.8M | 2.4M | $213.8M | 1.3M | +1.1M+81.78% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.79% | 1.09% | $143.1M | 3.2M | $183.9M | 4.0M | -878,102-21.76% | Reduce |
 ALPHABET INCGOOGL |
| 0.78% | 0.78% | $141.8M | 896,170 | $131.5M | 904,250 | -8,080-0.89% | Reduce |
 COPART INC COMCPRT |
| 0.75% | 0.18% | $136.4M | 2.3M | $30.5M | 598,699 | +1.7M+276.09% | Add |
| YYUM CHINA HLDGS INCYUMC |
| 0.75% | 0.71% | $135.3M | 3.2M | $120.1M | 2.7M | +496,840+18.60% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.74% | 0.79% | $134.6M | 828,927 | $133.4M | 811,270 | +17,657+2.18% | Add |
 ZOETIS INC CL AZTS |
| 0.72% | — | $130.4M | 737,226 | $0 | 0 | +737,226 | New Buy |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.61% | 0.93% | $111.1M | 162 | $157.4M | 271 | -109-40.22% | Reduce |
| HHDFC BANK LTDHDB |
| 0.61% | 0.63% | $110.2M | 1.5M | $105.5M | 1.2M | +316,125+27.34% | Add |
 HOME DEPOT INCHD |
| 0.6% | 0.58% | $109.1M | 272,052 | $98.4M | 273,192 | -1,140-0.42% | Reduce |
 GRACO INCGGG |
| 0.59% | 0.58% | $107.6M | 1.1M | $97.7M | 1.1M | +16,636+1.53% | Add |
 HERSHEY CO COMHSY |
| 0.59% | 0.9% | $106.4M | 522,196 | $151.7M | 781,967 | -259,771-33.22% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.37% | 0.34% | $67.7M | 158,834 | $58.0M | 162,712 | -3,878-2.38% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.32% | 0.18% | $58.1M | 167,846 | $30.2M | 88,949 | +78,897+88.70% | Add |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.29% | 0.27% | $53.0M | 415,696 | $45.8M | 362,616 | +53,080+14.64% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.26% | 0.4% | $46.8M | 113,906 | $67.0M | 192,898 | -78,992-40.95% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.21% | 0.21% | $37.7M | 25,483 | $35.6M | 23,419 | +2,064+8.81% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.17% | 0.17% | $31.2M | 23,411 | $28.9M | 23,785 | -374-1.57% | Reduce |
