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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
NVDANVIDIA Corp11.27%--------1.08
MSFTMicrosoft Corp9.68%--------0.55
AMZNAmazon.com Inc9.00%--------0.68
ANETArista Networks Inc6.85%--------0.82
GOOGLAlphabet Inc6.39%--------0.04
METAMeta Platforms Inc5.15%--------0.87
INTUIntuit Inc4.92%--------0.81
FIFiserv Inc4.23%--------0.31
FTNTFortinet Inc3.81%--------0.98
UBERUber Technologies Inc3.76%--------0.46
VVisa Inc3.39%--------0.57
NVONovo Nordisk AS2.80%---------1.33
GEGE Aerospace2.64%--------0.58
HWMHowmet Aerospace Inc2.59%--------0.83
ADSKAutodesk Inc2.41%--------0.43
AJGArthur J. Gallagher & Co2.37%--------0.28
AMDAdvanced Micro Devices Inc2.37%---------0.46
MAMastercard Inc2.19%--------0.33
DTDynatrace Inc2.13%--------0.17
AVGOBroadcom Inc1.98%--------0.53
BKNGBooking Holdings Inc1.82%--------0.35
ABTAbbott Laboratories1.82%--------0.26
GEVGE Vernova Inc1.81%--------0.73
CDNSCadence Design Systems Inc1.31%--------0.02
SNPSSynopsys Inc0.94%---------0.09
Showing 1 - 25 of 28 Holdings
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