| AAPL Apple Inc. | 5.11% | 173,886 | $44.1M | Add +2.5% |
| AMZN Amazon.com Inc. | 4.94% | 204,591 | $42.6M | Add +0.6% |
| NVDA Nvidia Corp. | 4.90% | 242,715 | $42.3M | Reduce -9.9% |
| TSM Taiwan Semiconductor-SP ADR | 4.89% | 124,922 | $42.2M | Reduce -19.6% |
| AVGO Broadcom Inc. | 4.68% | 130,443 | $40.4M | Add +3.1% |
| MSFT Microsoft Corp. | 4.67% | 108,989 | $40.3M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 4.66% | 139,883 | $40.2M | Reduce -5.3% |
| TSLA Tesla Inc. | 4.58% | 106,358 | $39.5M | Add +8.7% |
| META Meta Platforms Inc. Class A | 4.52% | 68,241 | $39.0M | Reduce -2.8% |
| AMD Advanced Micro Devices | 4.21% | 178,703 | $36.4M | Reduce -0.8% |
| GEV GE Vernova Inc. | 3.96% | 39,192 | $34.2M | Reduce -19.1% |
| PLTR Palantir Technologies Inc. Class A | 3.93% | 231,971 | $33.9M | Add +7.7% |
| BABA Alibaba Group Holding-SP ADR | 3.74% | 257,527 | $32.3M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.65% | 129,972 | $31.5M | Add +10.3% |
| ORCL Oracle Corp. | 3.64% | 213,777 | $31.4M | Add +8.2% |
| MU Micron Technology Inc. | 3.53% | 90,148 | $30.5M | Reduce -39.5% |
| CRM Salesforce Inc. | 3.34% | 154,577 | $28.9M | New |
| SHOP Shopify Inc. Class A | 3.21% | 233,770 | $27.7M | Add +15.3% |
| PANW Palo Alto Networks Inc. | 3.11% | 167,732 | $26.9M | Add +7.0% |
| NOW ServiceNow Inc. | 2.89% | 238,372 | $24.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 2.71% | 59,977 | $23.4M | Add +2.8% |
| SNOW Snowflake Inc. | 2.22% | 127,335 | $19.2M | Add +7.6% |
| CRWV Coreweave Inc. Class A | 2.05% | 228,905 | $17.7M | Reduce -9.3% |
| NBIS Nebius Group NV | 1.91% | 159,191 | $16.5M | Reduce -23.2% |
| MDB Mongodb Inc. | 1.90% | 66,934 | $16.4M | Add +32.5% |
| ZS Zscaler Inc. | 1.74% | 106,781 | $15.0M | Add +28.4% |
| IREN Iren Ltd. filed as IREN LIMITED | 1.47% | 371,175 | $12.7M | Reduce -8.7% |
| PEGA Pegasystems Inc. | 1.34% | 271,752 | $11.6M | Add +19.4% |
| OKLO Oklo Inc. | 1.32% | 230,516 | $11.4M | Add +26.0% |
| INOD Innodata Inc. | 1.06% | 236,677 | $9.1M | Add +13.7% |
| MSI Motorola Solutions Inc. | 0.01% | 105 | $46K | New |
| DAL Delta Air Lines Inc. | 0.00% | 609 | $40K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 135 | $38K | New |
| LNG Cheniere Energy Inc. | 0.00% | 131 | $37K | New |
| UAL United Airlines Holdings Inc. | 0.00% | 400 | $37K | New |
| SPGI S&P Global Inc. | 0.00% | 81 | $34K | New |
| MELI MercadoLibre Inc. | 0.00% | 18 | $31K | New |
| STLD Steel Dynamics Inc. | 0.00% | 147 | $26K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 57 | $25K | New |
| ANET Arista Networks Inc. | 0.00% | 204 | $25K | New |
| MA Mastercard Inc. Class A | 0.00% | 48 | $24K | New |
| TRGP Targa Resources Corp. | 0.00% | 94 | $24K | New |
| PCG P G & E Corp. | 0.00% | 1,196 | $21K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 45 | $21K | New |
| LIN Linde PLC | 0.00% | 41 | $20K | New |
| BLK BlackRock Inc. | 0.00% | 21 | $20K | New |
| GE General Electric filed as GE AEROSPACE | 0.00% | 71 | $20K | New |
| FSLR First Solar Inc. | 0.00% | 102 | $20K | New |
| WDC Western Digital Corp. | 0.00% | 71 | $19K | New |
| V Visa Inc. Class A | 0.00% | 61 | $18K | New |
| CI The Cigna Group | 0.00% | 67 | $18K | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 176 | $17K | New |
| ODFL Old Dominion Freight Line | 0.00% | 86 | $17K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 66 | $15K | New |
| ELV Elevance Health Inc. | 0.00% | 51 | $15K | New |
| KO The Coca-Cola Co. | 0.00% | 196 | $15K | New |
| TEL Te Connectivity PLC | 0.00% | 68 | $14K | New |
| SYF Synchrony Financial | 0.00% | 207 | $14K | New |
| GOOG Alphabet Inc. Class C | 0.00% | 49 | $14K | New |
| LLY Eli Lilly & Co. | 0.00% | 15 | $14K | New |
| CSCO Cisco Systems Inc. | 0.00% | 175 | $14K | New |
| VTR Ventas Inc. | 0.00% | 164 | $13K | New |
| CL Colgate-Palmolive Co. | 0.00% | 144 | $12K | New |
| CCL Carnival Corp. | 0.00% | 472 | $12K | New |
| NFLX Netflix Inc. | 0.00% | 126 | $12K | New |
| PTC PTC Inc. | 0.00% | 81 | $12K | New |
| VRSK Verisk Analytics Inc. | 0.00% | 60 | $11K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 41 | $11K | New |
| HON Honeywell International Inc. | 0.00% | 49 | $11K | New |
| BSX Boston Scientific Corp. | 0.00% | 168 | $11K | New |
| EQT Eqt Corp. | 0.00% | 164 | $10K | New |
| RPRX Royalty Pharma PLC Class A | 0.00% | 214 | $10K | New |
| PHM Pultegroup Inc. | 0.00% | 87 | $10K | New |
| STX Seagate Technology Holdings | 0.00% | 25 | $10K | New |
| INTU Intuit Inc. | 0.00% | 22 | $10K | New |
| UNH Unitedhealth Group Inc. | 0.00% | 35 | $9K | New |
| APP AppLovin Corp. Class A | 0.00% | 23 | $9K | New |