| NVDA Nvidia Corp. | 12.07% | 2,230,573 | $416.2M | Reduce -0.4% |
| MSFT Microsoft Corp. | 9.02% | 600,330 | $310.9M | Reduce -0.4% |
| AAPL Apple Inc. | 7.21% | 976,639 | $248.7M | Add +2.6% |
| AVGO Broadcom Inc. | 5.07% | 529,397 | $174.7M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 4.69% | 665,065 | $161.7M | Reduce -21.1% |
| META Meta Platforms Inc. Class A | 4.16% | 195,057 | $143.2M | Reduce -2.8% |
| V Visa Inc. Class A | 3.31% | 334,408 | $114.2M | Reduce -2.1% |
| ORCL Oracle Corp. | 3.15% | 386,548 | $108.7M | Add +19.8% |
| AMZN Amazon.com Inc. | 2.77% | 434,543 | $95.4M | Reduce -4.3% |
| TT Trane Technologies PLC | 2.57% | 210,345 | $88.8M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 2.54% | 277,604 | $87.6M | Reduce -3.1% |
| NFLX Netflix Inc. | 2.31% | 66,547 | $79.8M | Reduce -2.5% |
| HD Home Depot Inc. | 1.97% | 167,509 | $67.9M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 1.92% | 71,487 | $66.2M | Reduce -11.2% |
| GH Guardant Health Inc. | 1.67% | 923,734 | $57.7M | Reduce -0.9% |
| TECH Bio-Techne Corp. | 1.66% | 1,027,331 | $57.2M | Reduce -2.4% |
| NSC Norfolk Southern Corp. | 1.60% | 183,923 | $55.3M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 1.50% | 67,990 | $51.9M | Add +8.8% |
| ADI Analog Devices Inc. | 1.39% | 195,147 | $47.9M | Add +19.1% |
| ADPT Adaptive Biotechnologies | 1.36% | 3,126,719 | $46.8M | Add +8.6% |
| AME Ametek Inc. | 1.30% | 237,463 | $44.6M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 1.21% | 496,610 | $41.7M | No change |
| SPGI S&P Global Inc. | 1.17% | 82,878 | $40.3M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 1.05% | 74,648 | $36.2M | Reduce -2.3% |
| DAR Darling Ingredients Inc. | 1.01% | 1,123,882 | $34.7M | Reduce -3.3% |
| ORLY O'reilly Automotive Inc. | 1.00% | 318,362 | $34.3M | Reduce -5.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.99% | 69,739 | $34.2M | Reduce -12.2% |
| CB Chubb Ltd. | 0.93% | 113,140 | $31.9M | Reduce -4.6% |
| PLD Prologis Inc. | 0.89% | 269,243 | $30.8M | Reduce -1.9% |
| ICE Intercontinental Exchange Inc. | 0.87% | 176,996 | $29.8M | Reduce -4.5% |
| KLAC KLA Corp. | 0.83% | 26,559 | $28.6M | Reduce -4.0% |
| XOM Exxon Mobil Corp. | 0.82% | 251,482 | $28.4M | No change |
| AMP Ameriprise Financial Inc. | 0.79% | 55,275 | $27.2M | Reduce -4.0% |
| SNPS Synopsys Inc. | 0.71% | 49,696 | $24.5M | Reduce -50.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.70% | 467,067 | $24.1M | Reduce -4.4% |
| NOW ServiceNow Inc. | 0.68% | 25,302 | $23.3M | Reduce -31.5% |
| NEE Nextera Energy Inc. | 0.65% | 297,464 | $22.5M | Reduce -14.1% |
| PH Parker Hannifin Corp. | 0.62% | 28,000 | $21.2M | No change |
| BSX Boston Scientific Corp. | 0.62% | 217,282 | $21.2M | Reduce -4.3% |
| UNP Union Pacific Corp. | 0.61% | 88,750 | $21.0M | Reduce -2.4% |
| MAR Marriott International Class A | 0.60% | 79,955 | $20.8M | Reduce -4.6% |
| GTLS Chart Industries Inc. | 0.59% | 101,302 | $20.3M | Reduce -4.3% |
| GM General Motors Co. | 0.58% | 327,029 | $19.9M | Reduce -4.6% |
| ROP Roper Technologies Inc. | 0.47% | 32,830 | $16.4M | No change |
| AVY Avery Dennison Corp. | 0.46% | 97,505 | $15.8M | Reduce -4.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.45% | 39,804 | $15.6M | Reduce -12.3% |
| LIN Linde PLC | 0.44% | 31,647 | $15.0M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.43% | 42,992 | $14.8M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.42% | 117,271 | $14.5M | Reduce -4.7% |
| SHOP Shopify Inc. Class A | 0.40% | 93,741 | $13.9M | New |
| DXCM Dexcom Inc. | 0.38% | 193,277 | $13.0M | New |
| UBER Uber Technologies Inc. | 0.37% | 131,822 | $12.9M | Reduce -1.7% |
| HUBS HubSpot Inc. | 0.36% | 26,588 | $12.4M | Add +28.2% |
| BKR Baker Hughes Co. | 0.36% | 252,688 | $12.3M | New |
| CI The Cigna Group | 0.34% | 41,144 | $11.9M | Reduce -3.1% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 38,559 | $11.6M | Reduce -1.2% |
| AR Antero Resources Corp. | 0.33% | 339,561 | $11.4M | Reduce -5.4% |
| MUSA Murphy USA Inc. | 0.31% | 27,638 | $10.7M | Reduce -19.5% |
| AMAT Applied Materials Inc. | 0.30% | 51,262 | $10.5M | Add +25.5% |
| AWK American Water Works Co. Inc. | 0.30% | 73,759 | $10.3M | Reduce -23.3% |
| HON Honeywell International Inc. | 0.27% | 43,665 | $9.2M | Reduce -4.7% |
| AMT American Tower Corp. | 0.22% | 40,000 | $7.7M | No change |
| ARE Alexandria Real Estate Equit | 0.22% | 92,198 | $7.7M | Reduce -3.4% |
| MUR Murphy Oil Corp. | 0.21% | 251,455 | $7.1M | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 28,354 | $6.9M | Reduce -11.5% |
| PCH Potlatchdeltic Corp. | 0.18% | 151,661 | $6.2M | No change |
| CEG Constellation Energy | 0.15% | 16,016 | $5.3M | New |
| TEL Te Connectivity PLC | 0.13% | 20,000 | $4.4M | No change |
| COO The Cooper Cos Inc. | 0.13% | 64,000 | $4.4M | No change |
| PWR Quanta Services Inc. | 0.12% | 10,034 | $4.2M | Reduce -6.5% |
| TSLA Tesla Inc. | 0.10% | 7,718 | $3.4M | Reduce -10.4% |
| TTWO Take-Two Interactive Softwre | 0.09% | 11,515 | $3.0M | Reduce -11.2% |
| ABT Abbott Laboratories | 0.07% | 19,050 | $2.6M | No change |
| OKLO Oklo Inc. | 0.06% | 17,568 | $2.0M | Reduce -50.0% |
| PANW Palo Alto Networks Inc. | 0.04% | 6,600 | $1.3M | No change |
| COIN Coinbase Global Inc. Class A | 0.04% | 3,642 | $1.2M | New |
| PG The Procter & Gamble Co. | 0.03% | 6,720 | $1.0M | No change |
| KO The Coca-Cola Co. | 0.03% | 14,000 | $928K | No change |
| WEC WEC Energy Group Inc. | 0.03% | 7,941 | $910K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 2,400 | $677K | No change |
| QCOM Qualcomm Inc. | 0.01% | 3,000 | $499K | No change |
| SPXC SPX Technologies Inc. | 0.01% | 2,442 | $456K | Reduce -14.1% |
| IDXX Idexx Laboratories Inc. | 0.01% | 600 | $383K | No change |
| JNJ Johnson & Johnson | 0.01% | 1,500 | $278K | No change |
| DOV Dover Corp. | 0.01% | 1,400 | $234K | No change |