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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
WELLWelltower Inc2.50%--------0.85
PLTRPalantir Technologies Inc2.30%--------1.54
APHAmphenol Corp2.10%--------0.21
CEGConstellation Energy Corp2.06%--------0.13
MSIMotorola Solutions Inc1.92%--------0.30
TDGTransDigm Group Inc1.91%--------0.19
DASHDoorDash Inc1.69%--------0.35
RCLRoyal Caribbean Group1.55%--------0.46
HWMHowmet Aerospace Inc1.45%--------0.62
ORealty Income Corp1.30%--------0.10
WCNWaste Connections Inc1.28%--------0.15
CPRTCopart Inc1.24%--------0.05
TEAMAtlassian Corp1.20%---------0.04
VSTVistra Corp1.19%--------0.38
GWWW.W. Grainger Inc1.17%---------0.04
TRGPTarga Resources Corp1.15%--------0.32
MSCIMSCI Inc1.15%--------0.00
AMEAMETEK Inc1.14%---------0.14
YUMYum Brands Inc1.14%--------0.07
FICOFair Isaac Corp1.14%--------0.37
FASTFastenal Co1.13%--------0.04
EWEdwards Lifesciences Corp1.10%---------0.34
NETCloudflare Inc1.10%--------0.10
COINCoinbase Global Inc1.10%---------0.47
VRSKVerisk Analytics Inc1.09%--------0.21
Showing 1 - 25 of 139 Holdings
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