 ELI LILLY & COLLY |
| 9.62% | 8.67% | $35.8M | 29,821 | $26.8M | 39,722 | -9,901-24.93% | Reduce |
 MERCK & CO INCMRK |
| 6.55% | 7.4% | $24.3M | 189,357 | $22.9M | 33,853 | +155,504+459.35% | Add |
 JOHNSON & JOHNSONJNJ |
| 5.84% | 3.86% | $21.7M | 85,425 | $11.9M | 92,377 | -6,952-7.53% | Reduce |
 ABBVIE INCABBV |
| 4.35% | 3.35% | $16.2M | 64,325 | $10.4M | 108,181 | -43,856-40.54% | Reduce |
 CVS HEALTH CORPCVS |
| 4.07% | 2.99% | $15.1M | 146,102 | $9.3M | 23,773 | +122,329+514.57% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.76% | 4.67% | $14.0M | 27,859 | $14.4M | 22,986 | +4,873+21.20% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 3.68% | 2.93% | $13.7M | 73,077 | $9.1M | 617,245 | -544,168-88.16% | Reduce |
 BIOGEN INCBIIB |
| 3.65% | — | $13.6M | 62,781 | $0 | 0 | +62,781 | New Buy |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 3.31% | 2.54% | $12.3M | 72,898 | $7.9M | 89,685 | -16,787-18.72% | Reduce |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 3.17% | 3.03% | $11.8M | 100,807 | $9.4M | 195,768 | -94,961-48.51% | Reduce |
 ALKERMES PLCALKS |
| 3.01% | 2.66% | $11.2M | 213,329 | $8.2M | 242,473 | -29,144-12.02% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 2.93% | 3.03% | $10.9M | 137,131 | $9.4M | 27,873 | +109,258+391.99% | Add |
| BBEONE MEDICINES LTDONC |
| 2.7% | 3.92% | $10.0M | 35,180 | $12.1M | 41,717 | -6,537-15.67% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 2.64% | 3.05% | $9.8M | 24,656 | $9.4M | 70,851 | -46,195-65.20% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.57% | 3.09% | $9.5M | 30,283 | $9.6M | 26,835 | +3,448+12.85% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.56% | 3.61% | $9.5M | 19,131 | $11.2M | 22,984 | -3,853-16.76% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.51% | 2.67% | $9.3M | 103,230 | $8.3M | 106,518 | -3,288-3.09% | Reduce |
 BRIDGEBIO PHARMA INCBBIO |
| 2.5% | 3.84% | $9.3M | 124,707 | $11.9M | 111,363 | +13,344+11.98% | Add |
 KRYSTAL BIOTECH INCKRYS |
| 2.4% | 2.19% | $8.9M | 24,019 | $6.8M | 37,579 | -13,560-36.08% | Reduce |
 CENCORA INCCOR |
| 2.37% | 2.13% | $8.8M | 31,126 | $6.6M | 23,470 | +7,656+32.62% | Add |
| NNEWAMSTERDAM PHARMA COMPANYNAMS |
| 2.27% | 1.78% | $8.4M | 248,848 | $5.5M | 94,796 | +154,052+162.51% | Add |
 ABIVAX SAABVX |
| 2.09% | 1.54% | $7.8M | 58,170 | $4.8M | 31,590 | +26,580+84.14% | Add |
 INCYTE CORPINCY |
| 1.74% | 2.57% | $6.5M | 56,953 | $8.0M | 50,796 | +6,157+12.12% | Add |
 IRHYTHM HOLDINGS INCIRTC |
| 1.73% | 2.02% | $6.4M | 54,102 | $6.3M | 22,322 | +31,780+142.37% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.68% | 2.86% | $6.2M | 146,381 | $8.8M | 40,432 | +105,949+262.04% | Add |
 INSMED INCINSM |
| 1.67% | 1.92% | $6.2M | 58,378 | $6.0M | 97,438 | -39,060-40.09% | Reduce |
| TTANGO THERAPEUTICS INCTNGX |
| 1.67% | 1.17% | $6.2M | 198,557 | $3.6M | 29,915 | +168,642+563.74% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.57% | 2.31% | $5.8M | 46,142 | $7.2M | 47,967 | -1,825-3.80% | Reduce |
 CARDINAL HEALTH INCCAH |
| 1.51% | 1.54% | $5.6M | 23,630 | $4.8M | 108,682 | -85,052-78.26% | Reduce |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.41% | — | $5.2M | 54,886 | $0 | 0 | +54,886 | New Buy |
| SSPYRE THERAPEUTICS INCSYRE |
| 1.36% | 1.13% | $5.1M | 57,030 | $3.5M | 62,735 | -5,705-9.09% | Reduce |
 DEXCOM INCDXCM |
| 1.3% | 0.85% | $4.8M | 71,846 | $2.6M | 584,332 | -512,486-87.70% | Reduce |
| BBICARA THERAPEUTICS INCBCAX |
| 1.16% | 0.75% | $4.3M | 145,657 | $2.3M | 1.2M | -1.0M-87.55% | Reduce |
 IDEAYA BIOSCIENCES INCIDYA |
| 0.95% | 1.3% | $3.5M | 94,478 | $4.0M | 31,133 | +63,345+203.47% | Add |
 CELCUITY INCCELC |
| 0.94% | 1.66% | $3.5M | 33,313 | $5.1M | 141,296 | -107,983-76.42% | Reduce |
 DISC MEDICINE INCIRON |
| 0.86% | 1.03% | $3.2M | 43,682 | $3.2M | 107,255 | -63,573-59.27% | Reduce |
| PPYXIS ONCOLOGY INC COMMON STOCKPYXS |
| 0.78% | 0.52% | $2.9M | 966,459 | $1.6M | 197,036 | +769,423+390.50% | Add |
| CCOMPASS THERAPEUTICS INCCMPX |
| 0.62% | 0.99% | $2.3M | 1.0M | $3.1M | 41,831 | +1.0M+2,406.74% | Add |
 JADE BIOSCIENCES INCJBIO |
| 0.53% | — | $2.0M | 88,556 | $0 | 0 | +88,556 | New Buy |
