MICROSOFT CORP MSFT
8% 9.17% $1.39B 3.7M $1.21B 3.3M +457,818 +13.96% Add NVIDIA CORPORATION NVDA
7.86% 8.9% $1.37B 6.8M $1.18B 6.8M +92,194 +1.36% Add MICRON TECHNOLOGY INC MU
5.82% 4.54% $1.01B 878,000 $600.8M 1.8M -900,313 -50.63% Reduce ALPHABET INC GOOGL
5.53% 5.52% $962.9M 2.7M $730.5M 2.5M +154,362 +6.08% Add BROADCOM INC AVGO
4.67% 3.51% $813.8M 2.2M $464.4M 1.5M +653,912 +43.58% Add META PLATFORMS INC META
4.03% 5.35% $702.1M 1.2M $707.5M 1.2M +9,881 +0.80% Add APPLIED MATLS INC AMAT
3.65% 2.21% $635.4M 878,803 $293.0M 857,351 +21,452 +2.50% Add ELI LILLY & CO LLY
3.57% 3.64% $621.6M 518,259 $482.3M 524,361 -6,102 -1.16% Reduce APPLE INC AAPL
3.26% 3.4% $567.6M 2.0M $449.6M 1.8M +190,254 +10.74% Add CROWDSTRIKE HLDGS INC CRWD
3.23% 1.74% $563.0M 737,737 $230.5M 590,450 +147,287 +24.94% Add QUANTA SVCS INC PWR
3.06% 1.79% $533.6M 741,046 $237.3M 432,138 +308,908 +71.48% Add AMAZON COM INC AMZN
3.06% 3.3% $533.0M 2.2M $437.4M 2.1M +136,104 +6.48% Add PALO ALTO PANW
2.9% 2.28% $506.0M 1.5M $302.1M 1.9M -400,586 -21.26% Reduce SERVICENOW INC NOW
2.38% 2.14% $414.2M 4.2M $282.9M 2.7M +1.5M +54.19% Add DATADOG INC DDOG
2.09% 1.78% $364.5M 1.4M $236.1M 2.0M -600,000 -30.00% Reduce N NEXTERA ENERGY INC NEE
2.07% 1.75% $359.9M 4.1M $232.2M 2.5M +1.6M +64.00% Add MASTERCARD INCORPORATED MA
2.04% 2.01% $355.1M 691,354 $266.3M 533,000 +158,354 +29.71% Add AGNICO EAGLE MINES LTD AEM
2.03% 2.83% $354.0M 2.3M $374.5M 1.9M +428,302 +23.14% Add LINDE PLC LIN
1.95% — $339.1M 653,450 $0 0 +653,450 New Buy SYNOPSYS INC SNPS
1.84% 1.48% $320.6M 718,757 $196.0M 494,344 +224,413 +45.40% Add ARM HOLDINGS PLC ARM
1.83% 1.6% $319.1M 900,000 $211.8M 1.4M -500,000 -35.71% Reduce JPMORGAN CHASE & CO JPM
1.69% 2.51% $294.6M 900,000 $332.4M 1.1M -230,000 -20.35% Reduce NETFLIX INC NFLX
1.64% 0.54% $285.6M 4.0M $72.1M 750,000 +3.3M +433.33% Add INTUITIVE SURGICAL INC ISRG
1.35% 1.49% $235.3M 591,613 $196.9M 427,033 +164,580 +38.54% Add UBER TECHNOLOGIES INC UBER
1.34% 1.76% $234.2M 3.2M $233.5M 3.2M 0 0.00% Unchanged NIKE INC NKE
1.34% 1.17% $233.0M 5.7M $154.3M 2.9M +2.8M +94.33% Add B BANK OF AMER CORP BAC
1.23% 2.14% $213.7M 3.8M $282.8M 5.8M -2.1M -35.34% Reduce BRISTOL-MYERS SQUIBB CO BMY
1.2% 1.15% $209.8M 3.6M $152.2M 2.5M +1.1M +45.09% Add GE VERNOVA INC GEV
1.12% 0.08% $195.6M 166,521 $10.2M 11,721 +154,800 +1,320.71% Add DISNEY WALT CO DIS
1.1% 1.26% $192.5M 2.0M $167.2M 1.7M +265,194 +15.29% Add MONGODB INC CL A MDB
1.09% 1.08% $190.1M 565,940 $143.1M 584,559 -18,619 -3.19% Reduce BIOGEN INC BIIB
0.87% 0.98% $152.1M 704,196 $129.1M 704,196 0 0.00% Unchanged STELLANTIS N.V SHS STLA
0.85% — $148.3M 26.1M $0 0 +26.1M New Buy DEXCOM INC DXCM
0.85% 1.04% $147.5M 2.2M $137.5M 2.2M 0 0.00% Unchanged BOSTON SCIENTIFIC CORP COM BSX
0.82% 1.01% $143.3M 3.4M $133.9M 2.1M +1.2M +57.35% Add SALESFORCE INC CRM
0.8% 1.26% $140.1M 894,097 $166.9M 894,097 0 0.00% Unchanged UNITEDHEALTH GROUP INC UNH
0.72% 0.61% $124.7M 300,000 $81.2M 300,000 0 0.00% Unchanged ARISTA NETWORKS INC ANET
0.56% — $98.1M 577,200 $0 0 +577,200 New Buy RESMED INC RMD
0.52% 0.73% $91.2M 468,004 $96.5M 429,899 +38,105 +8.86% Add T TERADYNE INC TER
0.5% — $87.2M 180,242 $0 0 +180,242 New Buy Q QUALCOMM INC QCOM
0.45% — $79.3M 428,922 $0 0 +428,922 New Buy MERCK & CO INC MRK
0.39% 1.72% $68.8M 535,502 $228.0M 1.9M -1.4M -71.74% Reduce JOHNSON & JOHNSON JNJ
0.39% 0.34% $67.6M 266,023 $44.6M 182,381 +83,642 +45.86% Add DOLLAR GEN CORP NEW DG
0.39% 0.53% $67.4M 585,851 $69.6M 585,851 0 0.00% Unchanged G GILEAD SCIENCES INC COM GILD
0.35% 0.36% $61.7M 488,657 $48.2M 346,000 +142,657 +41.23% Add TJX COS INC NEW TJX
0.34% 0.37% $59.7M 394,300 $48.4M 303,208 +91,092 +30.04% Add CUMMINS INC CMI
0.32% 0.33% $55.0M 77,071 $43.3M 80,523 -3,452 -4.29% Reduce DOVER CORP DOV
0.28% 0.22% $49.4M 220,400 $29.6M 142,000 +78,400 +55.21% Add FIRST SOLAR INC COM FSLR
0.24% 0.22% $42.2M 178,800 $28.9M 146,500 +32,300 +22.05% Add ABBVIE INC ABBV
0.24% 0.24% $41.0M 163,093 $31.6M 145,134 +17,959 +12.37% Add 
