ELI LILLY & CO LLY
5.77% 5.2% $305.8M 246,220 $234.5M 257,897 -11,677 -4.53% Reduce NVIDIA CORPORATION NVDA
5.01% 5.8% $266.0M 1.3M $261.7M 1.5M -231,898 -14.97% Reduce AMAZON COM INC AMZN
4.78% 3.32% $253.7M 1.0M $149.7M 725,858 +309,461 +42.63% Add A Alphabet Inc Class C GOOG
4.51% 2.48% $239.3M 662,092 $111.7M 399,540 +262,552 +65.71% Add LINDE PLC LIN
4.34% 3.5% $229.9M 444,446 $157.8M 318,359 +126,087 +39.61% Add LAM RESEARCH CORP LRCX
4.06% 2.03% $215.1M 483,185 $91.8M 440,002 +43,183 +9.81% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
3.93% 2.62% $208.6M 438,732 $118.4M 363,939 +74,793 +20.55% Add MERCK & CO INC MRK
3.53% 3.47% $187.5M 1.4M $156.7M 1.3M +125,226 +9.59% Add TJX COS INC NEW TJX
2.66% 3.23% $141.2M 912,966 $145.8M 924,164 -11,198 -1.21% Reduce JOHNSON & JOHNSON JNJ
2.53% 4.05% $134.0M 510,682 $182.7M 751,444 -240,762 -32.04% Reduce ASML HLDG NV ASML
2.51% 1.89% $133.3M 68,090 $85.2M 66,357 +1,733 +2.61% Add PALO ALTO PANW
2.33% 0.71% $123.3M 352,384 $31.9M 203,781 +148,603 +72.92% Add CHEVRON CORPORATION CVX
2.28% 5.98% $120.9M 711,208 $269.8M 1.3M -565,608 -44.30% Reduce BROADCOM INC AVGO
2.23% 0.67% $118.1M 306,568 $30.2M 101,950 +204,618 +200.70% Add CISCO SYS INC CSCO
2.13% 1.12% $112.8M 935,467 $50.6M 655,485 +279,982 +42.71% Add JPMORGAN CHASE & CO JPM
2.04% 1.72% $108.3M 315,080 $77.8M 267,958 +47,122 +17.59% Add CADENCE DESIGN SYSTEM INC COM CDNS
1.87% 0.73% $99.3M 258,969 $32.9M 120,548 +138,421 +114.83% Add MORGAN STANLEY MS
1.75% 0.34% $92.6M 433,832 $15.1M 93,386 +340,446 +364.56% Add APPLE INC AAPL
1.59% 1.7% $84.4M 292,728 $76.6M 307,802 -15,074 -4.90% Reduce N NEXTERA ENERGY INC NEE
1.57% 3.66% $83.4M 935,251 $165.3M 1.8M -864,764 -48.04% Reduce APPLIED MATLS INC AMAT
1.57% 0.98% $83.1M 112,342 $44.4M 133,974 -21,632 -16.15% Reduce VERIZON COMMUNICATIONS INC VZ
1.53% 3.7% $81.0M 1.8M $166.9M 3.3M -1.5M -44.47% Reduce MICROSOFT CORP MSFT
1.52% 1.41% $80.8M 208,490 $63.8M 173,562 +34,928 +20.12% Add ARISTA NETWORKS INC ANET
1.49% 0.27% $79.2M 462,830 $12.2M 100,841 +361,989 +358.97% Add TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS TTE
1.41% 6.26% $74.8M 970,181 $282.5M 3.1M -2.1M -68.22% Reduce AGNICO EAGLE MINES LTD AEM
1.31% 2.21% $69.4M 463,731 $99.5M 503,088 -39,357 -7.82% Reduce HOME DEPOT INC HD
1.24% 0.22% $65.9M 188,159 $10.0M 30,570 +157,589 +515.50% Add INTEL CORP INTC
1.2% — $63.8M 473,963 $0 0 +473,963 New Buy SLB LIMITED SLB
1.12% 0.26% $59.2M 1.3M $11.7M 221,866 +1.1M +473.71% Add A AMRIZE LTD SHS AMRZ
1.04% 1.33% $55.1M 1.0M $60.2M 1.1M -79,778 -7.17% Reduce ROCKWELL AUTOMATION INC ROK
0.98% 0.58% $51.8M 106,419 $26.1M 73,091 +33,328 +45.60% Add QUANTA SVCS INC PWR
0.95% 0.97% $50.4M 68,127 $43.7M 81,140 -13,013 -16.04% Reduce NEWMONT CORP NEM
0.94% 2.27% $49.7M 508,750 $102.5M 963,044 -454,294 -47.17% Reduce TORONTO DOMINION BK ONT COM NEW TD
0.93% 0.04% $49.3M 408,112 $1.9M 20,500 +387,612 +1,890.79% Add UBS GROUP AG UBS
0.92% — $49.0M 983,564 $0 0 +983,564 New Buy META PLATFORMS INC META
0.92% 0.8% $48.6M 84,958 $36.1M 64,708 +20,250 +31.29% Add FEDEX CORP FDX
0.86% — $45.5M 139,323 $0 0 +139,323 New Buy ALPHABET INC GOOGL
0.85% 0.69% $45.3M 125,380 $31.3M 112,493 +12,887 +11.46% Add R RALPH LAUREN CORP RL
0.82% — $43.6M 109,863 $0 0 +109,863 New Buy REDDIT INC CL A RDDT
0.81% — $43.1M 248,504 $0 0 +248,504 New Buy MASTERCARD INCORPORATED MA
0.74% 0.4% $39.3M 75,101 $18.1M 36,391 +38,710 +106.37% Add BOOKING HOLDINGS INC COM BKNG
0.72% — $38.3M 206,155 $0 0 +206,155 New Buy SALESFORCE INC CRM
0.66% 0.75% $34.8M 215,430 $33.6M 181,654 +33,776 +18.59% Add WABTEC WAB
0.63% 0.63% $33.5M 117,540 $28.6M 116,784 +756 +0.65% Add G GOLD FIELDS LTD GFI
0.6% 1.99% $31.6M 948,739 $89.7M 2.0M -1.1M -53.00% Reduce TRAVELERS COS TRV
0.55% 0.35% $29.1M 87,645 $16.0M 54,786 +32,859 +59.98% Add VERTIV HOLDINGS CO VRT
0.54% 0.58% $28.6M 90,702 $26.0M 108,133 -17,431 -16.12% Reduce COLGATE PALMOLIVE CO CL
0.48% 1.16% $25.7M 270,161 $52.3M 616,276 -346,115 -56.16% Reduce ARCHER DANIELS MIDLAND CO COM ADM
0.46% 0.44% $24.6M 317,816 $20.0M 274,267 +43,549 +15.88% Add A AMBEV SA ABEV
0.44% 0.33% $23.1M 7.0M $14.8M 5.1M +1.8M +35.62% Add 
