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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
METAMeta Platforms Inc5.40%--------0.77
NVDANVIDIA Corp4.90%--------0.63
VSTVistra Corp4.48%--------1.18
AJGArthur J. Gallagher & Co3.78%--------0.23
APOApollo Asset Management, Inc.3.74%--------0.36
MSFTMicrosoft Corp2.77%--------0.17
NFLXNetflix Inc2.57%--------0.52
FIXComfort Systems USA Inc2.43%--------0.48
AMZNAmazon.com Inc2.34%--------0.19
CEGConstellation Energy Corp2.33%--------0.43
BLDTopBuild Corp2.23%---------0.25
GOOGLAlphabet Inc2.18%--------0.04
PHParker Hannifin Corp2.17%--------0.24
VRTVertiv Holdings Co1.83%--------0.29
AVGOBroadcom Inc1.81%--------0.35
MNDYMonday.Com Ltd1.68%--------0.16
VVisa Inc1.66%--------0.17
OMFOneMain Holdings Inc1.53%--------0.12
DKSDick's Sporting Goods Inc1.50%---------0.01
BSXBoston Scientific Corp1.50%--------0.18
ETNEaton Corp PLC1.46%--------0.12
EXPEagle Materials Inc1.44%---------0.04
BYDBoyd Gaming Corp1.43%--------0.18
EMEEMCOR Group Inc1.35%--------0.21
TTTrane Technologies PLC1.31%--------0.15
Showing 1 - 25 of 82 Holdings
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