 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 22.89% | 20.86% | $444.5M | 930,851 | $304.2M | 900,011 | +30,840+3.43% | Add |
 ICON PUB LTD COICLR |
| 13.74% | 9.17% | $266.7M | 1.5M | $133.7M | 1.2M | +327,314+27.09% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 12.53% | — | $243.4M | 5.3M | $0 | 0 | +5.3M | New Buy |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 11.9% | 13.7% | $231.0M | 3.6M | $199.8M | 3.5M | +110,700+3.20% | Add |
| HHDFC BANK LTDHDB |
| 8.64% | 13.18% | $167.7M | 6.5M | $192.2M | 7.7M | -1.2M-15.93% | Reduce |
 INFOSYS LTDINFY |
| 7.07% | 13.84% | $137.2M | 13.1M | $201.8M | 14.9M | -1.9M-12.45% | Reduce |
 ALPHABET INCGOOGL |
| 2.56% | 2.88% | $49.7M | 139,098 | $42.0M | 146,116 | -7,018-4.80% | Reduce |
 AMAZON COM INCAMZN |
| 1.8% | 2.2% | $35.0M | 146,998 | $32.0M | 153,838 | -6,840-4.45% | Reduce |
 MICROSOFT CORPMSFT |
| 1.73% | 2.39% | $33.5M | 89,847 | $34.8M | 94,039 | -4,192-4.46% | Reduce |
 NUCOR CORPNUE |
| 1.7% | 1.82% | $33.1M | 148,518 | $26.5M | 156,826 | -8,308-5.30% | Reduce |
 COHERENT CORPCOHR |
| 1.68% | 2% | $32.5M | 82,479 | $29.2M | 122,455 | -39,976-32.65% | Reduce |
 CNH INDL N VCNH |
| 1.55% | 1.81% | $30.0M | 2.7M | $26.3M | 2.4M | +279,127+11.66% | Add |
 CLEAN HARBORS INCCLH |
| 1.51% | 2.15% | $29.3M | 97,925 | $31.4M | 109,391 | -11,466-10.48% | Reduce |
 STANDARDAERO INCSARO |
| 1.46% | 1.76% | $28.4M | 949,492 | $25.7M | 994,658 | -45,166-4.54% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.46% | 0.71% | $28.3M | 48,702 | $10.4M | 50,963 | -2,261-4.44% | Reduce |
 D R HORTON INCDHI |
| 1.26% | 1.48% | $24.5M | 150,163 | $21.6M | 157,114 | -6,951-4.42% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.2% | 1.67% | $23.3M | 322,528 | $24.3M | 337,572 | -15,044-4.46% | Reduce |
 EQUIFAX INCEFX |
| 1.19% | 1.75% | $23.1M | 145,540 | $25.5M | 141,803 | +3,737+2.64% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.13% | 2.12% | $22.0M | 43,246 | $30.9M | 45,237 | -1,991-4.40% | Reduce |
| CCIGNA GROUPLIBD |
| 1.01% | 1.36% | $19.6M | 71,012 | $19.8M | 74,304 | -3,292-4.43% | Reduce |
| KKB FINL GROUP INCKB |
| 0.79% | 0.42% | $15.4M | 146,667 | $6.1M | 60,763 | +85,904+141.38% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.62% | 1.37% | $12.1M | 311,959 | $20.0M | 326,432 | -14,473-4.43% | Reduce |
 INTUITINTU |
| 0.59% | 1.37% | $11.5M | 44,025 | $19.9M | 46,109 | -2,084-4.52% | Reduce |
