NVIDIA CORPORATION NVDA
8.64% 8.49% $942.0M 4.7M $830.4M 4.8M -53,559 -1.12% Reduce MICROSOFT CORP MSFT
6.68% 7.35% $727.7M 2.0M $719.0M 1.9M +8,346 +0.43% Add AMAZON COM INC AMZN
5.68% 5.54% $619.6M 2.6M $542.1M 2.6M -3,471 -0.13% Reduce A Alphabet Inc Class C GOOG
5.46% 4.72% $594.8M 1.7M $462.3M 1.6M +71,829 +4.46% Add ELI LILLY & CO LLY
3.54% 3.07% $386.4M 322,129 $300.1M 326,306 -4,177 -1.28% Reduce NVENT ELECTRIC PLC NVT
3.19% 2.5% $348.2M 2.1M $244.4M 2.1M -13,607 -0.66% Reduce APPLE INC AAPL
3.02% 3.13% $329.4M 1.1M $306.7M 1.2M -69,950 -5.79% Reduce JPMORGAN CHASE & CO JPM
2.77% 3.17% $302.3M 923,550 $310.1M 1.1M -130,647 -12.39% Reduce VISA INC V
2.68% 2.6% $292.3M 852,050 $254.2M 840,917 +11,133 +1.32% Add GRACO INC GGG
2.63% 3.3% $287.1M 3.8M $323.0M 3.8M -18,233 -0.48% Reduce LITTELFUSE INC LFUS
2.52% 2.51% $274.2M 602,104 $245.9M 724,710 -122,606 -16.92% Reduce TORO CO TTC
2.39% 2.6% $260.7M 2.7M $254.1M 2.7M -42,509 -1.56% Reduce E ENTEGRIS INC ENTG
2.15% 1.61% $234.1M 1.3M $157.5M 1.3M -41,464 -3.09% Reduce UNITEDHEALTH GROUP INC UNH
2.14% 2.05% $232.7M 559,951 $200.5M 741,083 -181,132 -24.44% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
2.09% 1.68% $227.4M 476,245 $164.3M 486,253 -10,008 -2.06% Reduce MOTOROLA SOLUTIONS INC MSI
2.08% 2.4% $226.3M 544,876 $234.7M 540,732 +4,144 +0.77% Add ECOLAB INC ECL
1.99% 2.07% $216.6M 777,541 $202.7M 761,818 +15,723 +2.06% Add W WEC ENERGY GROUP INC COM WEC
1.92% 2.26% $208.8M 1.8M $221.2M 1.9M -122,780 -6.43% Reduce PALO ALTO PANW
1.88% 0.87% $204.6M 599,841 $85.4M 532,679 +67,162 +12.61% Add ALLIANT ENERGY CORP COM LNT
1.86% 2.12% $202.8M 2.7M $207.3M 2.9M -231,147 -8.00% Reduce BIO-TECHNE CORP TECH
1.75% 1.47% $190.8M 2.7M $143.7M 2.8M -49,584 -1.80% Reduce META PLATFORMS INC META
1.72% 1.9% $187.5M 332,871 $185.7M 324,625 +8,246 +2.54% Add F FASTENAL CO COM FAST
1.71% 1.86% $185.9M 3.9M $182.0M 3.9M -51,551 -1.31% Reduce SHERWIN WILLIAMS CO SHW
1.39% 1.43% $151.7M 440,586 $140.3M 437,760 +2,826 +0.65% Add C C H ROBINSON WORLDWIDE IN CHRW
1.33% 1.44% $145.2M 770,708 $140.9M 848,203 -77,495 -9.14% Reduce FULLER H B CO FUL
1.3% 1.49% $141.9M 2.4M $145.7M 2.4M +73,551 +3.11% Add VERIZON COMMUNICATIONS INC VZ
1.28% 1.7% $139.4M 3.3M $166.4M 3.3M -23,586 -0.71% Reduce WASTE MGMT INC DEL WM
1.21% 0.94% $131.7M 591,025 $91.5M 398,240 +192,785 +48.41% Add ROCKWELL AUTOMATION INC ROK
1.17% 1.04% $127.6M 257,811 $101.8M 283,553 -25,742 -9.08% Reduce F FISERV INC FISV
1.03% 1.23% $112.5M 2.3M $120.1M 2.2M +140,176 +6.51% Add JOHNSON & JOHNSON JNJ
0.99% 1.44% $107.4M 423,010 $141.2M 577,590 -154,580 -26.76% Reduce AMERIPRISE FINL INC AMP
0.9% 0.89% $98.2M 214,056 $87.6M 197,047 +17,009 +8.63% Add C COGNEX CORP CGNX
0.87% 0.61% $94.7M 1.3M $60.0M 1.2M +83,981 +6.86% Add HORMEL FOODS CORP HRL
0.77% 0.79% $84.3M 3.4M $77.4M 3.4M -19,912 -0.58% Reduce CASEYS GEN STORES INC CASY
0.66% 0.71% $72.4M 91,125 $69.8M 95,937 -4,812 -5.02% Reduce WELLS FARGO CO NEW WFC
0.66% 1.11% $72.1M 872,186 $108.7M 1.4M -493,690 -36.14% Reduce GALLAGHER ARTHUR J & CO COM AJG
0.66% — $71.5M 311,539 $0 0 +311,539 New Buy ABBOTT LABORATORIES ABT
0.61% 0.76% $66.2M 729,358 $74.1M 721,778 +7,580 +1.05% Add TEXAS INSTRS INC TXN
0.59% 0.46% $64.8M 217,453 $44.9M 231,151 -13,698 -5.93% Reduce T TENNANT CO TNC
0.55% 0.55% $59.7M 681,800 $53.4M 803,464 -121,664 -15.14% Reduce INTUITIVE SURGICAL INC ISRG
0.53% 0.47% $58.2M 146,459 $46.0M 99,885 +46,574 +46.63% Add 3M CO COM MMM
0.52% 0.52% $56.6M 349,350 $51.1M 351,848 -2,498 -0.71% Reduce HOME DEPOT INC HD
0.49% 0.52% $53.8M 152,452 $50.5M 153,398 -946 -0.62% Reduce TRAVELERS COS TRV
0.47% 0.42% $51.7M 156,482 $41.5M 142,414 +14,068 +9.88% Add AMERICAN EXPRESS CO AXP
0.45% 0.46% $49.3M 145,612 $45.0M 148,821 -3,209 -2.16% Reduce IDACORP INC IDA
0.43% 0.44% $46.9M 309,970 $43.1M 301,377 +8,593 +2.85% Add MEDPACE HLDGS INC MEDP
0.42% 0.42% $45.9M 86,715 $41.2M 85,720 +995 +1.16% Add CME GROUP INC CME
0.4% — $43.2M 195,585 $0 0 +195,585 New Buy DONALDSON INC DCI
0.38% 0.43% $41.6M 463,717 $42.4M 499,374 -35,657 -7.14% Reduce W WORKIVA INC WK
0.37% 0.44% $40.2M 829,491 $42.7M 715,640 +113,851 +15.91% Add 
