 NVIDIA CORPORATIONNVDA |
| 4.63% | 3.46% | $1.45B | 7.3M | $1.01B | 5.8M | +1.5M+25.87% | Add |
 BROADCOM INCAVGO |
| 2.73% | 1.72% | $859.2M | 2.3M | $501.6M | 1.6M | +653,954+40.36% | Add |
 MICROSOFT CORPMSFT |
| 2.54% | 4.05% | $798.4M | 2.1M | $1.18B | 3.2M | -1.0M-32.70% | Reduce |
 UBS GROUP AGUBS |
| 2.48% | 2% | $779.6M | 15.7M | $581.5M | 15.1M | +604,975+4.00% | Add |
 AMAZON COM INCAMZN |
| 2.31% | 2.69% | $726.6M | 3.0M | $781.1M | 3.8M | -701,959-18.72% | Reduce |
 ALPHABET INCGOOGL |
| 2.26% | 2.13% | $709.9M | 2.0M | $620.5M | 2.2M | -171,434-7.94% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.73% | 0.33% | $544.0M | 471,264 | $95.0M | 281,291 | +189,973+67.54% | Add |
| AAlphabet Inc Class CGOOG |
| 1.73% | 1.51% | $543.1M | 1.5M | $438.5M | 1.5M | +8,572+0.56% | Add |
 WASTE MGMT INC DELWM |
| 1.68% | 2.31% | $529.5M | 2.4M | $672.5M | 2.9M | -550,681-18.82% | Reduce |
 COCA COLA COKO |
| 1.66% | 1.85% | $520.7M | 6.4M | $538.1M | 7.1M | -668,712-9.45% | Reduce |
 APPLE INCAAPL |
| 1.6% | 1.65% | $503.1M | 1.7M | $479.0M | 1.9M | -148,701-7.88% | Reduce |
| RRB GLOBAL INCRBA |
| 1.46% | 1.46% | $458.3M | 3.9M | $423.5M | 4.4M | -482,445-10.92% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.39% | 1.61% | $437.3M | 851,448 | $469.3M | 939,213 | -87,765-9.34% | Reduce |
 LOGITECH INTL S A SHSLOGI |
| 1.34% | 1.51% | $420.0M | 4.5M | $439.0M | 4.8M | -367,317-7.57% | Reduce |
 ALCON AG ORD SHSALC |
| 1.29% | 1.39% | $405.7M | 6.0M | $405.0M | 5.5M | +542,265+9.92% | Add |
 LINDE PLCLIN |
| 1.28% | 0.48% | $403.0M | 776,593 | $140.6M | 283,609 | +492,984+173.83% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.24% | 0.36% | $389.6M | 670,757 | $106.1M | 521,634 | +149,123+28.59% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.22% | 1.3% | $382.7M | 801,405 | $379.2M | 1.1M | -320,774-28.58% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 1.15% | 1.15% | $361.2M | 1.5M | $333.5M | 1.4M | +92,347+6.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.05% | 0.85% | $331.7M | 1.3M | $246.8M | 1.0M | +296,197+29.33% | Add |
 WABTECWAB |
| 1.05% | 0.17% | $330.9M | 1.2M | $48.6M | 194,376 | +1.0M+531.51% | Add |
 SYNOPSYS INCSNPS |
| 0.98% | 0.92% | $309.4M | 693,525 | $268.1M | 676,251 | +17,274+2.55% | Add |
 NETFLIX INCNFLX |
| 0.94% | 1.6% | $296.4M | 4.2M | $464.5M | 4.8M | -679,505-14.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.46% | $277.8M | 384,230 | $134.4M | 393,346 | -9,116-2.32% | Reduce |
 CME GROUP INCCME |
| 0.86% | 2.06% | $271.8M | 1.2M | $597.8M | 2.0M | -793,401-39.20% | Reduce |
 ENBRIDGE INCENB |
| 0.83% | 0.2% | $259.9M | 4.8M | $57.3M | 1.1M | +3.7M+353.88% | Add |
| AAMRIZE LTD SHSAMRZ |
| 0.81% | 0.76% | $254.1M | 4.8M | $221.2M | 4.1M | +734,153+18.07% | Add |
 IRON MTN INC DEL COMIRM |
| 0.77% | 0.74% | $242.5M | 1.9M | $216.2M | 2.1M | -197,221-9.32% | Reduce |
 CINTAS CORP COMCTAS |
| 0.75% | 0.82% | $234.5M | 1.4M | $238.8M | 1.4M | -32,818-2.32% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.73% | 0.2% | $230.8M | 1.4M | $57.8M | 471,146 | +887,236+188.31% | Add |
 QUANTA SVCS INCPWR |
| 0.71% | 0.25% | $223.3M | 310,107 | $73.2M | 133,356 | +176,751+132.54% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.7% | 1.05% | $218.9M | 1.8M | $306.9M | 2.0M | -173,199-8.88% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.68% | 1.72% | $214.4M | 5.0M | $500.6M | 8.0M | -3.0M-37.03% | Reduce |
 AMPHENOL CORPAPH |
| 0.67% | 0.77% | $211.3M | 1.2M | $225.4M | 1.8M | -585,440-32.82% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.67% | 0.64% | $209.9M | 2.4M | $184.7M | 2.0M | +402,481+20.24% | Add |
 INTEL CORPINTC |
| 0.65% | 0.1% | $203.1M | 1.5M | $29.2M | 661,355 | +793,097+119.92% | Add |
 EMERSON ELEC COEMR |
| 0.64% | 0.58% | $200.0M | 1.4M | $167.6M | 1.3M | +117,921+9.22% | Add |
 CELESTICA INCCLS |
| 0.62% | 0.01% | $195.5M | 536,495 | $2.5M | 8,945 | +527,550+5,897.71% | Add |
 TJX COS INC NEWTJX |
| 0.61% | 0.92% | $192.6M | 1.3M | $268.0M | 1.7M | -406,464-24.22% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 0.6% | 0.17% | $190.2M | 1.1M | $49.4M | 417,463 | +704,002+168.64% | Add |
 KLA CORPKLAC |
| 0.6% | 0.21% | $188.0M | 622,959 | $61.3M | 41,647 | +581,312+1,395.81% | Add |
 UNION PAC CORPUNP |
| 0.57% | 0.48% | $179.9M | 661,251 | $140.8M | 580,465 | +80,786+13.92% | Add |
 AON PLC SHS CL AAON |
| 0.57% | 1.11% | $179.4M | 540,802 | $322.5M | 999,176 | -458,374-45.88% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.57% | 0.33% | $178.5M | 599,208 | $96.9M | 978,617 | -379,409-38.77% | Reduce |
 SALESFORCE INCCRM |
| 0.57% | 0.3% | $178.4M | 1.1M | $87.9M | 470,687 | +668,199+141.96% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.56% | 0.52% | $176.2M | 235,928 | $150.0M | 230,592 | +5,336+2.31% | Add |
 AUTOZONE INCAZO |
| 0.56% | 1.17% | $175.4M | 54,882 | $339.5M | 100,521 | -45,639-45.40% | Reduce |
 INTUITINTU |
| 0.55% | 1.28% | $174.5M | 668,419 | $373.0M | 862,615 | -194,196-22.51% | Reduce |
 ECOLAB INCECL |
| 0.55% | 0.81% | $173.6M | 622,953 | $234.2M | 880,466 | -257,513-29.25% | Reduce |
| AALLEGION PLC ORD SHSCBRE |
| 0.55% | 0.56% | $172.7M | 1.2M | $163.7M | 1.1M | +103,072+9.15% | Add |
