| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | Technology | 3.0% | ▲ Increasing | +38% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 2.3% | ▲ Increasing | +157% |
| 3 | AMAZON COM INC | AMZN | Technology | 2.0% | ▲ Increasing | +68% |
| 4 | MICROSOFT CORP | MSFT | Technology | 1.6% | ▼ Decreasing | -20% |
| 5 | ARISTA NETWORKS INC | ANET | Other | 1.6% | ▲ Increasing | +37% |
| 6 | BROADCOM INC | AVGO | Technology | 1.6% | ▲ Increasing | +80% |
| 7 | CREDO TECHNOLOGY GROUP HOLDI | — | Other | 1.3% | ▲ Increasing | +18% |
| 8 | ASML HOLDING N V | ASML | Other | 1.0% | ▲ Increasing | +33% |
| 9 | SEA LTD | SE | Communications | 1.0% | ▲ Increasing | +195% |
| 10 | COHERENT CORP | — | Other | 1.0% | ▼ Decreasing | -14% |
| 11 | EQUINIX INC | EQIX | Other | 1.0% | ▲ Increasing | +467% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | Communications | 0.9% | ▲ Increasing | +190% |
| 13 | TERADYNE INC | — | Other | 0.9% | ▼ Decreasing | -31% |
| 14 | BIOGEN INC | — | Other | 0.8% | ▼ Decreasing | -27% |
| 15 | DANAHER CORPORATION | DHR | Industrials | 0.6% | ▲ Increasing | +281% |
| 16 | PEPSICO INC | PEP | Other | 0.6% | ▲ Increasing | +1555% |
| 17 | TRANSDIGM GROUP INC | TDG | Other | 0.6% | ▲ Increasing | +50456% |
| 18 | AKAMAI TECHNOLOGIES INC | — | Other | 0.5% | ● New | NEW |
| 19 | INTUITIVE SURGICAL INC | ISRG | Other | 0.5% | ▼ Decreasing | -5% |
| 20 | ABIVAX SA | — | Other | 0.5% | ▼ Decreasing | -18% |
| 21 | AT&T INC | T | Other | 0.5% | ▲ Increasing | +73% |
| 22 | HOME DEPOT INC | HD | Other | 0.5% | ▲ Increasing | +44% |
| 23 | ATLASSIAN CORPORATION | — | Other | 0.5% | ▲ Increasing | +105% |
| 24 | AUTODESK INC | ADSK | Other | 0.5% | ▲ Increasing | +132% |
| 25 | CISCO SYS INC | CSCO | Other | 0.5% | ● New | NEW |
| 26 | MONGODB INC | MDB | Other | 0.5% | ▼ Decreasing | -46% |
| 27 | PERFORMANCE FOOD GROUP CO | — | Other | 0.5% | ▲ Increasing | +100% |
| 28 | CAPITAL ONE FINL CORP | COF | Financials | 0.5% | ▲ Increasing | +23% |
| 29 | CSX CORP | CSX | Other | 0.5% | ▲ Increasing | +35% |
| 30 | NEWS CORP NEW | — | Other | 0.5% | ▲ Increasing | +109% |
| 31 | DOORDASH INC | DASH | Other | 0.5% | ▲ Increasing | +357% |
| 32 | SCHWAB CHARLES CORP | SCHW | Financials | 0.4% | ▼ Decreasing | -4% |
| 33 | UNITY SOFTWARE INC | — | Other | 0.4% | ▲ Increasing | +51% |
| 34 | THERMO FISHER SCIENTIFIC INC | TMO | Other | 0.4% | ▲ Increasing | +158% |
| 35 | VISA INC | V | Technology | 0.4% | ● New | NEW |
| 36 | WILLIAMS COS INC | WMB | Other | 0.4% | ▲ Increasing | +194% |
| 37 | VERISIGN INC | VRSN | Technology | 0.4% | ▼ Decreasing | -3% |
| 38 | BOSTON SCIENTIFIC CORP | BSX | Other | 0.4% | ▲ Increasing | +49% |
| 39 | TE CONNECTIVITY PLC | — | Other | 0.4% | ▲ Increasing | +160% |
| 40 | BILL HOLDINGS INC | — | Other | 0.4% | ▲ Increasing | +133% |
| 41 | MICRON TECHNOLOGY INC | MU | Other | 0.4% | ● New | NEW |
| 42 | CENTERPOINT ENERGY INC | — | Other | 0.3% | ▲ Increasing | +67% |
| 43 | ELASTIC N V | — | Other | 0.3% | ▲ Increasing | +236% |
| 44 | BANK AMERICA CORP | BAC | Financials | 0.3% | ▲ Increasing | +62% |
| 45 | LULULEMON ATHLETICA INC | LULU | Other | 0.3% | ● New | NEW |
| 46 | BLOCK INC | SQ | Other | 0.3% | ▼ Decreasing | -32% |
| 47 | PG&E CORP | PCG | Other | 0.3% | — Unchanged | — |
| 48 | REGENERON PHARMACEUTICALS | REGN | Other | 0.3% | ▲ Increasing | +30% |
| 49 | SNOWFLAKE INC | SNOW | Other | 0.3% | ▼ Decreasing | -25% |
| 50 | UNITED AIRLS HLDGS INC | — | Other | 0.3% | ▲ Increasing | +181% |
| … and 1980 more positions | ||||||