| N/A - NVIDIA CORP | | New Purchase | 11.37% | $40.9M | | | |
| ORCL - MICROSOFT CORP COMP | | New Purchase | 8.01% | $28.8M | +26.40% | +17.56% | |
| WDAY - AMAZON.COM INC COMP | | New Purchase | 5.45% | $19.6M | -23.64% | -19.57% | |
| CMCSA - BROADCOM INC COMP | | New Purchase | 5.11% | $18.4M | -15.62% | -8.75% | |
| EQR - ALPHABET INC-CL A | | New Purchase | 3.92% | $14.1M | | | |
| EVRG - ALPHABET IN-CL C | | Add 294% ($10.3M) | 3.84% | $13.8M | | | |
| GOOG - JPMORGAN CHASE & CO | | New Purchase | 3.31% | $11.9M | | | |
| NVDA - MICRON TECHNOLOGY INC COMP | | Reduce 69% $(19.4M) | 2.38% | $8.6M | +22.28% | +10.60% | |
| SRE - VISA INC-CLASS A SHARES | | Add 157% ($5.2M) | 2.35% | $8.4M | | | |
| N/A - MASTERCARD INC - A | | New Purchase | 2.05% | $7.4M | | | |
| DHI - BAKER HUGHES CO COMP | | Add 2133% ($5.0M) | 1.46% | $5.2M | -6.10% | -7.30% | |
| SNPS - TRAVELERS COS INC/THE | | New Purchase | 1.43% | $5.1M | +24.71% | +20.19% | |
| N/A - NEXTERA ENERGY INC COMP | | New Purchase | 1.42% | $5.1M | | | |
| MCK - PROGRESSIVE CORP COMP | | New Purchase | 1.31% | $4.7M | | | |
| PODD - THERMO FISHER SCIENTIFIC INC COMP | | New Purchase | 1.27% | $4.6M | -39.11% | -32.31% | |
| LGIH - REPUBLIC SERVICES INC COMP | | New Purchase | 1.26% | $4.5M | -14.53% | -18.87% | |
| RYTM - JOHNSON & JOHNSON | | New Purchase | 1.22% | $4.4M | -19.12% | -20.80% | |
| WEC - AMETEK INC COMP | | Add 178% ($2.7M) | 1.19% | $4.3M | | | |
| BX - EVERSOURCE ENERGY COMP | | New Purchase | 1.19% | $4.3M | | | |
| AMH - INTERACTIVE BROKERS GRO-CL A COMP | | New Purchase | 1.16% | $4.2M | | | |
| RY - WASTE CONNECTIONS INC | | New Purchase | 1.14% | $4.1M | +6.58% | +4.86% | |
| WEX - AMEREN CORPORATION COMP | | Add 624% ($3.5M) | 1.14% | $4.1M | -2.49% | +7.00% | |
| TU - CONSOLIDATED EDISON INC COMP | | New Purchase | 1.13% | $4.1M | | | |
| VERX - BOSTON SCIENTIFIC CORP | | New Purchase | 1.03% | $3.7M | -11.74% | -15.36% | |
| MAA - PALO ALTO NETWORKS INC COMP | | New Purchase | 0.96% | $3.4M | | | |
| ROP - WASTE MANAGEMENT INC | | New Purchase | 0.94% | $3.4M | -4.77% | +2.89% | |
| V - APPLIED MATERIALS INC COMP | | Reduce 49% $(3.1M) | 0.91% | $3.3M | | | |
| UNP - S&P GLOBAL INC | | New Purchase | 0.91% | $3.3M | +9.15% | +9.17% | |
| EXP - AUTODESK INC COMP | | New Purchase | 0.89% | $3.2M | | | |
| NTNX - MORGAN STANLEY COMP | | New Purchase | 0.87% | $3.1M | +24.41% | +20.47% | |
| TMHC - CORPAY INC COMP | | New Purchase | 0.83% | $3.0M | -8.13% | -9.25% | |
| CCI - BANK OF AMERICA CORP | | New Purchase | 0.83% | $3.0M | | | |
| KBH - SLB LTD | | New Purchase | 0.82% | $3.0M | -20.00% | -20.04% | |
| COST - ADVANCED MICRO DEVICES COMP | | New Purchase | 0.78% | $2.8M | +1.79% | +3.15% | |
| WCN - AMERICAN WATER WORKS CO INC COMP | | Add 178% ($1.8M) | 0.77% | $2.8M | | | |
| SUI - UNITEDHEALTH GROUP INC COMP | | New Purchase | 0.76% | $2.7M | -0.97% | -1.77% | |
| ICE - TJX COMPANIES INC | | New Purchase | 0.71% | $2.5M | | | |
| ENB - ARES MANAGEMENT CORP - A COMP | | New Purchase | 0.71% | $2.5M | +11.52% | +12.05% | |
| INTA - TAKE-TWO INTERACTIVE SOFTWRE COMP | | New Purchase | 0.70% | $2.5M | +1.15% | +0.51% | |
| N/A - MERCK & CO. INC. COMP | | New Purchase | 0.67% | $2.4M | | | |
| MRK - PEPSICO INC | | New Purchase | 0.58% | $2.1M | -4.10% | -2.53% | |
| VRSK - CIGNA CORP | | New Purchase | 0.58% | $2.1M | -12.52% | -7.27% | |
| RBLX - WEX INC COMP | | New Purchase | 0.57% | $2.1M | -35.95% | -26.25% | |
| KMI - ROYAL BANK OF CANADA COMP | | New Purchase | 0.56% | $2.0M | | | |
| JAMF - SEMPRA ENERGY COMP | | New Purchase | 0.56% | $2.0M | | | |
| WPC - AMPHENOL CORP-CL A COMP | | New Purchase | 0.55% | $2.0M | | | |
| SHOP - ARTHUR J GALLAGHER & CO COMP | | New Purchase | 0.54% | $1.9M | | | |
| CNX - DR HORTON INC | | New Purchase | 0.52% | $1.9M | | | |
| SLB - WEC ENERGY GROUP INC COMP | | Reduce 81% $(7.4M) | 0.50% | $1.8M | +10.84% | +12.25% | |
| TYL - SALESFORCE.COM INC | | New Purchase | 0.50% | $1.8M | -6.51% | -2.02% | |
| AMD - ADVANCED MICRO DEVICES COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| LNT - ALLIANT ENERGY CORP COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AMZN - AMAZON.COM INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AEE - AMEREN CORPORATION COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AEP - AMERICAN ELECTRIC POWER COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AWK - AMERICAN WATER WORKS CO INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| APH - AMPHENOL CORP-CL A COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AMAT - APPLIED MATERIALS INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| ADSK - AUTODESK INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| BKR - BAKER HUGHES CO COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| BAC - BANK OF AMERICA CORP | | Reduce 100% | 0.00% | $0.00 | | | |
| BSX - BOSTON SCIENTIFIC CORP | | Reduce 100% | 0.00% | $0.00 | | | |
| AVGO - BROADCOM INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| CI - CIGNA CORP | | Reduce 100% | 0.00% | $0.00 | | | |
| ED - CONSOLIDATED EDISON INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| CPAY - CORPAY INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| ES - EVERSOURCE ENERGY COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| FISV - FISERV INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| AJG - ARTHUR J GALLAGHER & CO COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| IBKR - INTERACTIVE BROKERS GRO-CL A COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| JPM - JPMORGAN CHASE & CO | | Reduce 100% | 0.00% | $0.00 | | | |
| JNJ - JOHNSON & JOHNSON | | Reduce 100% | 0.00% | $0.00 | | | |
| MA - MASTERCARD INC - A | | Reduce 100% | 0.00% | $0.00 | | | |
| MSFT - MICROSOFT CORP COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| MU - MICRON TECHNOLOGY INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| MS - MORGAN STANLEY COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| NEE - NEXTERA ENERGY INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| PANW - PALO ALTO NETWORKS INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| PEP - PEPSICO INC | | Reduce 100% | 0.00% | $0.00 | | | |
| PNW - PINNACLE WEST CAPITAL COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| PGR - PROGRESSIVE CORP COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| RSG - REPUBLIC SERVICES INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| SPGI - S&P GLOBAL INC | | Reduce 100% | 0.00% | $0.00 | | | |
| TJX - TJX COMPANIES INC | | Reduce 100% | 0.00% | $0.00 | | | |
| TTWO - TAKE-TWO INTERACTIVE SOFTWRE COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| TMO - THERMO FISHER SCIENTIFIC INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| TDW - TIDEWATER INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| UNH - UNITEDHEALTH GROUP INC COMP | | Reduce 100% | 0.00% | $0.00 | | | |
| WM - WASTE MANAGEMENT INC | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - TRAVELERS COS INC/THE | | Reduce 100% | 0.00% | $0.00 | | | |