ALPHABET INC GOOGL
5.24% 5.43% $1.96B 5.5M $1.85B 6.4M -953,951 -14.80% Reduce APPLIED MATLS INC AMAT
4.89% 2.99% $1.83B 2.5M $1.02B 3.0M -450,483 -15.11% Reduce MICROSOFT CORP MSFT
4.67% 4.54% $1.75B 4.7M $1.55B 4.2M +493,182 +11.76% Add NVIDIA CORPORATION NVDA
4.52% 4.82% $1.69B 8.5M $1.65B 9.4M -984,830 -10.43% Reduce AMAZON COM INC AMZN
4.39% 4.49% $1.65B 6.9M $1.53B 7.4M -460,939 -6.26% Reduce ADVANCED MICRO DEVICES INC AMD
3.61% 1.61% $1.35B 2.3M $550.1M 2.7M -374,357 -13.85% Reduce KLA CORP KLAC
3.55% 2.32% $1.33B 4.4M $792.7M 538,364 +3.9M +717.86% Add APPLE INC AAPL
3.34% 3.47% $1.25B 4.3M $1.19B 4.7M -356,505 -7.63% Reduce WASTE MGMT INC DEL WM
2.85% 3.35% $1.07B 4.8M $1.14B 5.0M -189,573 -3.81% Reduce DEERE & CO DE
2.78% 3.12% $1.04B 1.6M $1.06B 1.9M -248,320 -13.15% Reduce LINDE PLC LIN
2.2% 2.47% $823.2M 1.6M $842.5M 1.7M -113,111 -6.66% Reduce T THERMO FISHER SCIENTIFIC INC TMO
2.2% 2.17% $822.0M 1.6M $739.6M 1.5M +134,938 +8.97% Add WW GRAINGER INC GWW
2.19% 2.08% $820.0M 602,775 $710.4M 651,243 -48,468 -7.44% Reduce MASTERCARD INCORPORATED MA
2.17% 2.48% $811.6M 1.6M $846.9M 1.7M -114,701 -6.77% Reduce BROADCOM INC AVGO
2.13% 2.07% $799.0M 2.1M $706.2M 2.3M -166,504 -7.30% Reduce B BANK OF AMER CORP BAC
2.07% 2.11% $775.1M 13.6M $721.9M 14.8M -1.2M -8.14% Reduce REALTY INCOME CORP COM O
1.93% 2.53% $721.2M 11.6M $865.2M 14.1M -2.5M -17.69% Reduce D DOORDASH INC DASH
1.92% 0.04% $717.2M 3.9M $14.6M 97,541 +3.8M +3,884.48% Add DANAHER CORP DEL COM DHR
1.87% 2.21% $699.9M 3.7M $753.6M 4.0M -300,622 -7.56% Reduce FERGUSON ENTERPRISES INC FERG
1.8% 1.78% $672.5M 2.8M $608.6M 2.6M +224,266 +8.60% Add HOME DEPOT INC HD
1.74% 1.89% $651.7M 1.8M $645.7M 2.0M -115,312 -5.87% Reduce ELI LILLY & CO LLY
1.68% 2.52% $630.3M 525,464 $860.4M 935,462 -409,998 -43.83% Reduce SYNOPSYS INC SNPS
1.68% 1.7% $628.5M 1.4M $579.0M 1.5M -51,518 -3.53% Reduce STRYKER CORPORATION SYK
1.62% 1.96% $605.9M 1.9M $669.5M 2.0M -113,057 -5.55% Reduce S&P GLOBAL INC SPGI
1.6% 2.05% $598.0M 1.5M $701.1M 1.6M -180,198 -10.93% Reduce COSTCO WHOLESALE CORPORATION COST
1.56% 1.97% $584.7M 625,050 $673.1M 675,504 -50,454 -7.47% Reduce AUTOZONE INC AZO
1.55% 1.94% $579.8M 181,409 $660.9M 195,650 -14,241 -7.28% Reduce INTERCONTINENTAL EXCHANGE INC COM ICE
1.53% 2.32% $573.2M 4.7M $791.4M 5.0M -375,505 -7.46% Reduce HUBBELL INC HUBB
1.5% 0.29% $561.2M 1.1M $98.7M 201,219 +871,351 +433.04% Add VULCAN MATLS CO VMC
1.49% 1.38% $558.5M 1.9M $471.3M 1.7M +162,403 +9.38% Add MARRIOTT INTL INC NEW MAR
1.45% 1.52% $543.6M 1.5M $519.4M 1.6M -121,072 -7.62% Reduce GE VERNOVA INC GEV
1.42% 0.01% $530.9M 451,884 $4.6M 5,327 +446,557 +8,382.90% Add OLD DOMINION FREIGHT LINE IN ODFL
1.24% 1.1% $462.7M 2.1M $376.9M 1.9M +207,376 +10.75% Add SHERWIN WILLIAMS CO SHW
1.08% 1% $404.0M 1.2M $340.9M 1.1M +109,769 +10.32% Add PROCTER & GAMBLE CO PG
0.96% 1.12% $359.0M 2.4M $382.3M 2.6M -198,613 -7.50% Reduce M MARSH & MCLENNAN COS INC COM MRSH
0.91% 1.12% $341.3M 2.0M $383.4M 2.2M -162,816 -7.37% Reduce ORACLE CORP ORCL
0.81% 0.92% $304.1M 2.1M $315.8M 2.1M -71,328 -3.32% Reduce B BANK NEW YORK MELLON CORP BNY
0.81% 0.8% $301.9M 2.1M $273.7M 2.3M -219,477 -9.51% Reduce BROOKFIELD RENEWABLE CORP BEPC
0.5% 0.59% $186.7M 5.0M $200.4M 5.0M -2,023 -0.04% Reduce JPMORGAN CHASE & CO JPM
0.49% 0.5% $184.2M 562,698 $169.1M 574,730 -12,032 -2.09% Reduce C CBRE GROUP INC CL A CBRE
0.47% 0.56% $175.8M 1.3M $189.9M 1.4M -96,939 -6.91% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
0.46% 0.38% $171.8M 359,694 $130.8M 386,893 -27,199 -7.03% Reduce CMS ENERGY CORP COM CMS
0.45% 0.44% $169.8M 2.2M $151.5M 2.0M +266,522 +13.65% Add MICRON TECHNOLOGY INC MU
0.41% 0.24% $153.2M 132,681 $82.9M 245,378 -112,697 -45.93% Reduce COCA COLA CO KO
0.4% — $149.9M 1.8M $0 0 +1.8M New Buy CUMMINS INC CMI
0.4% 0.45% $148.8M 208,573 $152.6M 283,672 -75,099 -26.47% Reduce VERIZON COMMUNICATIONS INC VZ
0.37% 0.47% $137.1M 3.2M $159.7M 3.2M +55,100 +1.73% Add SYSCO CORP COM SYY
0.36% 0.33% $135.0M 1.6M $112.9M 1.6M +31,813 +2.01% Add WESTERN DIGITAL CORP WDC
0.34% 0.31% $126.8M 198,472 $107.3M 396,802 -198,330 -49.98% Reduce INTEL CORP INTC
0.33% 0.16% $124.7M 893,410 $56.1M 1.3M -378,074 -29.73% Reduce 
