| NVDA Nvidia Corp. | 10.76% | 2,240,054 | $353.9M | Reduce -4.2% |
| MSFT Microsoft Corp. | 9.12% | 602,893 | $299.9M | Reduce -8.3% |
| AAPL Apple Inc. | 5.94% | 951,406 | $195.2M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 4.52% | 842,611 | $148.5M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 4.51% | 200,760 | $148.2M | Reduce -2.5% |
| AVGO Broadcom Inc. | 4.40% | 524,351 | $144.5M | Add +2.4% |
| V Visa Inc. Class A | 3.69% | 341,432 | $121.2M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 3.03% | 453,837 | $99.6M | Reduce -7.0% |
| TT Trane Technologies PLC | 2.86% | 215,059 | $94.1M | Reduce -1.9% |
| NFLX Netflix Inc. | 2.78% | 68,222 | $91.4M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 2.53% | 286,454 | $83.0M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 2.42% | 80,532 | $79.7M | Reduce -2.5% |
| ORCL Oracle Corp. | 2.15% | 322,662 | $70.5M | Add +1.9% |
| HD Home Depot Inc. | 1.92% | 172,245 | $63.2M | Add +0.9% |
| TECH Bio-Techne Corp. | 1.65% | 1,052,277 | $54.1M | Add +8.9% |
| SNPS Synopsys Inc. | 1.56% | 99,744 | $51.1M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 1.48% | 62,490 | $48.7M | Add +44.7% |
| NSC Norfolk Southern Corp. | 1.48% | 189,652 | $48.5M | Reduce -3.2% |
| GH Guardant Health Inc. | 1.48% | 931,956 | $48.5M | Reduce -3.4% |
| AME Ametek Inc. | 1.35% | 244,665 | $44.3M | Reduce -2.8% |
| SPGI S&P Global Inc. | 1.34% | 83,658 | $44.1M | Reduce -1.4% |
| DAR Darling Ingredients Inc. | 1.34% | 1,161,950 | $44.1M | Reduce -3.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.23% | 79,423 | $40.5M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 1.20% | 496,610 | $39.3M | No change |
| ADI Analog Devices Inc. | 1.19% | 163,801 | $39.0M | Reduce -3.5% |
| NOW ServiceNow Inc. | 1.15% | 36,918 | $38.0M | Reduce -30.4% |
| CB Chubb Ltd. | 1.05% | 118,651 | $34.4M | Add +26.8% |
| ICE Intercontinental Exchange Inc. | 1.03% | 185,346 | $34.0M | Reduce -3.2% |
| ADPT Adaptive Biotechnologies | 1.02% | 2,879,317 | $33.5M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.94% | 76,375 | $31.0M | Add +15.4% |
| AMP Ameriprise Financial Inc. | 0.94% | 57,609 | $30.7M | Reduce -3.2% |
| ORLY O'reilly Automotive Inc. | 0.92% | 335,104 | $30.2M | Reduce -5.0% |
| PLD Prologis Inc. | 0.88% | 274,565 | $28.9M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.82% | 251,482 | $27.1M | No change |
| KLAC KLA Corp. | 0.75% | 27,681 | $24.8M | Reduce -3.7% |
| BSX Boston Scientific Corp. | 0.74% | 226,982 | $24.4M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.73% | 346,332 | $24.0M | Add +29.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.70% | 488,628 | $23.1M | Reduce -27.9% |
| MAR Marriott International Class A | 0.70% | 83,799 | $22.9M | Reduce -13.5% |
| UNP Union Pacific Corp. | 0.64% | 90,950 | $20.9M | Reduce -3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.61% | 45,376 | $20.2M | Reduce -5.4% |
| PH Parker Hannifin Corp. | 0.59% | 28,000 | $19.6M | No change |
| ROP Roper Technologies Inc. | 0.57% | 32,830 | $18.6M | Reduce -1.6% |
| AVY Avery Dennison Corp. | 0.55% | 102,268 | $17.9M | Reduce -3.1% |
| GTLS Chart Industries Inc. | 0.53% | 105,868 | $17.4M | Reduce -5.3% |
| GM General Motors Co. | 0.51% | 342,821 | $16.9M | Reduce -3.1% |
| ADBE Adobe Inc. | 0.51% | 42,946 | $16.6M | Reduce -6.8% |
| BDX Becton Dickinson and Co. | 0.50% | 94,819 | $16.3M | Reduce -3.0% |
| LIN Linde PLC | 0.46% | 32,111 | $15.1M | Add +54.0% |
| AR Antero Resources Corp. | 0.44% | 358,962 | $14.5M | Add +5.1% |
| CI The Cigna Group | 0.43% | 42,470 | $14.0M | Reduce -3.2% |
| MUSA Murphy USA Inc. | 0.42% | 34,338 | $14.0M | Reduce -6.8% |
| UNH Unitedhealth Group Inc. | 0.41% | 43,186 | $13.5M | Add +65.1% |
| AWK American Water Works Co. Inc. | 0.41% | 96,154 | $13.4M | Add +36.7% |
| UBER Uber Technologies Inc. | 0.38% | 134,133 | $12.5M | Reduce -5.6% |
| APH Amphenol Corp. Class A | 0.37% | 123,001 | $12.1M | Reduce -1.6% |
| HUBS HubSpot Inc. | 0.35% | 20,735 | $11.5M | New |
| HON Honeywell International Inc. | 0.32% | 45,825 | $10.7M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 39,012 | $10.0M | Reduce -2.7% |
| HAL Halliburton Co. | 0.27% | 441,687 | $9.0M | Reduce -2.4% |
| AMT American Tower Corp. | 0.27% | 40,000 | $8.8M | No change |
| AMAT Applied Materials Inc. | 0.23% | 40,854 | $7.5M | Reduce -1.7% |
| ARE Alexandria Real Estate Equit | 0.21% | 95,426 | $6.9M | Reduce -4.8% |
| PCH Potlatchdeltic Corp. | 0.18% | 151,661 | $5.8M | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 32,024 | $5.7M | Reduce -18.2% |
| MUR Murphy Oil Corp. | 0.17% | 251,455 | $5.7M | No change |
| COO The Cooper Cos Inc. | 0.14% | 64,000 | $4.6M | No change |
| PWR Quanta Services Inc. | 0.12% | 10,729 | $4.1M | Reduce -18.1% |
| TEL Te Connectivity PLC | 0.10% | 20,000 | $3.4M | No change |
| TTWO Take-Two Interactive Softwre | 0.10% | 12,970 | $3.1M | Reduce -17.6% |
| TSLA Tesla Inc. | 0.08% | 8,612 | $2.7M | Reduce -18.4% |
| ABT Abbott Laboratories | 0.08% | 19,050 | $2.6M | No change |
| OKLO Oklo Inc. | 0.06% | 35,136 | $2.0M | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 6,600 | $1.4M | No change |
| PG The Procter & Gamble Co. | 0.03% | 6,720 | $1.1M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.03% | 13,559 | $997K | Reduce -17.6% |
| KO The Coca-Cola Co. | 0.03% | 14,000 | $991K | No change |
| WEC WEC Energy Group Inc. | 0.03% | 7,941 | $827K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 2,400 | $707K | No change |
| QCOM Qualcomm Inc. | 0.01% | 3,000 | $478K | No change |
| SPXC SPX Technologies Inc. | 0.01% | 2,842 | $477K | No change |
| CRM Salesforce Inc. | 0.01% | 1,500 | $409K | No change |
| IDXX Idexx Laboratories Inc. | 0.01% | 600 | $322K | No change |
| DOV Dover Corp. | 0.01% | 1,400 | $257K | No change |
| JNJ Johnson & Johnson | 0.01% | 1,500 | $229K | No change |