| MELI MercadoLibre Inc. | 13.34% | 165,831 | $340.3M | Reduce -3.7% |
| FTI Technipfmc PLC | 9.27% | 9,015,711 | $236.5M | Add +13.5% |
| HDB HDFC Bank Ltd.-ADR | 6.68% | 2,722,295 | $170.3M | Reduce -3.4% |
| IBN Icici Bank Ltd.-Spon ADR | 5.77% | 4,928,960 | $147.1M | Reduce -0.2% |
| HWM Howmet Aerospace Inc. | 3.95% | 1,005,752 | $100.8M | Reduce -9.4% |
| NVDA Nvidia Corp. | 3.31% | 695,676 | $84.5M | Reduce -4.7% |
| TEAM Atlassian Corp. Class A | 3.26% | 523,928 | $83.2M | Reduce -3.8% |
| VRT Vertiv Holdings Co. Class A | 3.15% | 808,839 | $80.5M | Reduce -16.9% |
| MSFT Microsoft Corp. | 3.09% | 183,067 | $78.8M | Reduce -3.8% |
| ASML ASML Holding NV-NY Reg SHS | 2.69% | 82,415 | $68.7M | Reduce -31.6% |
| MA Mastercard Inc. Class A | 2.56% | 132,140 | $65.3M | Reduce -5.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.41% | 354,585 | $61.6M | Reduce -15.6% |
| GOOGL Alphabet Inc. Class A | 2.27% | 348,617 | $57.8M | Reduce -21.5% |
| AAPL Apple Inc. | 2.23% | 244,631 | $57.0M | Reduce -4.3% |
| IQV Iqvia Holdings Inc. | 2.13% | 229,055 | $54.3M | Add +0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 2.09% | 114,909 | $53.4M | Reduce -5.7% |
| OLED Universal Display Corp. | 1.94% | 235,397 | $49.4M | Reduce -22.0% |
| MRSH Marsh & McLennan Cos | 1.91% | 218,192 | $48.7M | Reduce -4.8% |
| AZN Astrazeneca PLC-Spons ADR | 1.71% | 558,488 | $43.5M | Reduce -1.7% |
| CW Curtiss-Wright Corp. | 1.66% | 129,162 | $42.5M | Reduce -4.5% |
| CTVA Corteva Inc. | 1.59% | 689,574 | $40.5M | Reduce -4.3% |
| ADBE Adobe Inc. | 1.59% | 78,295 | $40.5M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 1.46% | 63,582 | $37.2M | Reduce -6.8% |
| ADP Automatic Data Processing | 1.39% | 127,778 | $35.4M | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 1.38% | 543,693 | $35.2M | Reduce -4.0% |
| CMCSA Comcast Corp. Class A | 1.11% | 675,535 | $28.2M | Reduce -4.1% |
| TMUS T-Mobile US Inc. | 1.09% | 135,095 | $27.9M | Add +2.1% |
| AMZN Amazon.com Inc. | 0.94% | 128,170 | $23.9M | Reduce -28.7% |
| BSX Boston Scientific Corp. | 0.84% | 256,994 | $21.5M | Reduce -27.5% |
| PYPL PayPal Holdings Inc. | 0.83% | 270,919 | $21.1M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.80% | 126,644 | $20.5M | Reduce -8.9% |
| EW Edwards Lifesciences Corp. | 0.79% | 305,256 | $20.1M | Reduce -3.3% |
| BDX Becton Dickinson and Co. | 0.77% | 81,311 | $19.6M | Reduce -11.8% |
| ELAN Elanco Animal Health Inc. | 0.74% | 1,278,270 | $18.8M | Reduce -2.9% |
| MDT Medtronic PLC | 0.70% | 197,388 | $17.8M | Reduce -10.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.67% | 144,198 | $17.2M | Reduce -3.1% |
| SWK Stanley Black & Decker Inc. | 0.66% | 153,823 | $16.9M | Reduce -4.3% |
| ICLR Icon PLC | 0.63% | 56,354 | $16.2M | Add +338.0% |
| XRAY Dentsply Sirona Inc. | 0.63% | 596,392 | $16.1M | Reduce -9.7% |
| LDOS Leidos Holdings Inc. | 0.58% | 90,100 | $14.7M | Reduce -13.4% |
| FMC FMC Corp. | 0.54% | 210,747 | $13.9M | Reduce -5.2% |
| AEIS Advanced Energy Industries | 0.51% | 123,650 | $13.0M | Reduce -5.3% |
| ALB Albemarle Corp. | 0.44% | 119,509 | $11.3M | Reduce -4.5% |
| ELV Elevance Health Inc. | 0.43% | 21,158 | $11.0M | Add +0.1% |
| COTY Coty Inc. Class A | 0.34% | 927,870 | $8.7M | Reduce -41.3% |
| ILMN Illumina Inc. | 0.33% | 65,271 | $8.5M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 0.32% | 9,347 | $8.3M | Add +43.2% |
| GOOG Alphabet Inc. Class C | 0.28% | 42,760 | $7.1M | Reduce -19.2% |
| EPD Enterprise Products Partners | 0.25% | 217,744 | $6.3M | No change |
| MRVL Marvell Technology Inc. | 0.22% | 77,460 | $5.6M | Reduce -4.1% |
| GMAB Genmab A/S -SP ADR | 0.22% | 227,959 | $5.6M | Reduce -2.7% |
| ABT Abbott Laboratories | 0.20% | 45,044 | $5.1M | No change |
| META Meta Platforms Inc. Class A | 0.19% | 8,475 | $4.9M | Add +571.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 97,648 | $4.1M | Reduce -11.6% |
| PLD Prologis Inc. | 0.14% | 28,402 | $3.6M | No change |
| PG The Procter & Gamble Co. | 0.11% | 16,700 | $2.9M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.10% | 27,000 | $2.5M | New |
| WOLF Wolfspeed Inc. | 0.10% | 254,271 | $2.5M | Reduce -4.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 10,630 | $1.9M | No change |
| MRK Merck & Co. Inc. | 0.06% | 12,750 | $1.4M | No change |
| OKE Oneok Inc. | 0.05% | 12,649 | $1.2M | No change |
| MCHP Microchip Technology Inc. | 0.04% | 14,300 | $1.1M | Reduce -9.5% |
| XOM Exxon Mobil Corp. | 0.04% | 8,883 | $1.0M | No change |
| CCJ Cameco Corp. | 0.04% | 18,860 | $901K | Add +46.3% |
| CVX Chevron Corp. | 0.03% | 5,400 | $795K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 13,010 | $687K | New |
| HSY The Hershey Co. | 0.02% | 2,900 | $556K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 7,960 | $473K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 3,100 | $435K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 28,880 | $394K | Reduce -13.5% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 2,046 | $386K | No change |
| SHEL Shell PLC-ADR | 0.01% | 5,000 | $330K | No change |
| HIW Highwoods Properties Inc. | 0.01% | 7,700 | $258K | No change |
| HD Home Depot Inc. | 0.01% | 625 | $253K | No change |
| PAYX Paychex Inc. | 0.01% | 1,600 | $215K | New |
| AVGO Broadcom Inc. | 0.01% | 1,200 | $207K | Reduce -50.0% |
| ES Eversource Energy | 0.01% | 3,000 | $204K | New |