| AAPL |
Apple Inc. |
0 |
7.69% |
|
|
|
|
|
N/A |
0.00% |
30.55% |
22.78% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
5.85% |
|
|
|
|
|
N/A |
0.00% |
31.92% |
14.74% |
|---|
| MSFT |
Microsoft Corporation |
0 |
5.69% |
|
|
|
|
|
N/A |
0.00% |
21.51% |
8.21% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
5.26% |
|
|
|
|
|
N/A |
0.00% |
32.75% |
22.19% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
3.92% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| BKNG |
Booking Holdings Inc. |
0 |
3.55% |
|
|
|
|
|
N/A |
0.00% |
26.53% |
24.01% |
|---|
| BLK |
BlackRock, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
23.73% |
11.55% |
|---|
| META |
Meta Platforms, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
31.33% |
8.76% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
3.26% |
|
|
|
|
|
N/A |
0.00% |
32.11% |
10.13% |
|---|
| SNOW |
Snowflake Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
61.90% |
53.99% |
|---|
| TWLO |
Twilio Inc. |
0 |
2.98% |
|
|
|
|
|
N/A |
0.00% |
66.89% |
59.57% |
|---|
| LRCX |
Lam Research Corporation |
0 |
2.73% |
|
|
|
|
|
N/A |
0.00% |
33.92% |
4.25% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
2.68% |
|
|
|
|
|
N/A |
0.00% |
39.32% |
48.08% |
|---|
| RH |
RH |
0 |
2.63% |
|
|
|
|
|
N/A |
0.00% |
65.09% |
26.99% |
|---|
| AVGO |
Broadcom Inc. |
0 |
2.54% |
|
|
|
|
|
N/A |
0.00% |
46.43% |
26.38% |
|---|
| NOW |
ServiceNow, Inc. |
0 |
2.46% |
|
|
|
|
|
N/A |
0.00% |
32.06% |
17.35% |
|---|
| NFLX |
Netflix, Inc. |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
28.07% |
9.93% |
|---|
| MS |
Morgan Stanley |
0 |
2.26% |
|
|
|
|
|
N/A |
0.00% |
27.86% |
14.71% |
|---|
| UBER |
Uber Technologies, Inc. |
0 |
2.24% |
|
|
|
|
|
N/A |
0.00% |
45.40% |
34.60% |
|---|
| UNH |
UnitedHealth Group Incorporated |
0 |
2.16% |
|
|
|
|
|
N/A |
0.00% |
41.73% |
35.80% |
|---|
| MSCI |
MSCI Inc. |
0 |
2.11% |
|
|
|
|
|
N/A |
0.00% |
25.10% |
9.92% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.06% |
|
|
|
|
|
N/A |
0.00% |
41.22% |
46.46% |
|---|
| HD |
The Home Depot, Inc. |
0 |
1.95% |
|
|
|
|
|
N/A |
0.00% |
27.36% |
24.30% |
|---|
| MA |
Mastercard Incorporated |
0 |
1.92% |
|
|
|
|
|
N/A |
0.00% |
23.11% |
18.86% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.51% |
|
|
|
|
|
N/A |
0.00% |
45.97% |
11.03% |
|---|
| Z |
Zillow Group, Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
49.60% |
34.83% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
40.01% |
17.83% |
|---|
| MU |
Micron Technology, Inc. |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
48.02% |
20.17% |
|---|
| ABBV |
AbbVie Inc. |
0 |
1.07% |
|
|
|
|
|
N/A |
0.00% |
24.36% |
14.55% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
44.96% |
39.72% |
|---|
| V |
Visa Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
24.24% |
21.43% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
23.65% |
14.53% |
|---|
| FIS |
Fidelity National Information Services, ... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
34.32% |
56.65% |
|---|
| PSX |
Phillips 66 |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
28.18% |
17.25% |
|---|
| LMT |
Lockheed Martin Corporation |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
23.21% |
22.59% |
|---|
| PAYC |
Paycom Software, Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
48.65% |
53.17% |
|---|
| MCD |
McDonald's Corporation |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
22.40% |
26.11% |
|---|
| URI |
United Rentals, Inc. |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
30.90% |
12.70% |
|---|
| TDG |
TransDigm Group Incorporated |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
29.07% |
33.70% |
|---|
| DIS |
The Walt Disney Company |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
35.00% |
34.92% |
|---|
| VRTX |
Vertex Pharmaceuticals Incorporated |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
35.91% |
45.64% |
|---|
| FTV |
Fortive Corporation |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
70.50% |
50.55% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
0.81% |
|
|
|
|
|
N/A |
0.00% |
31.59% |
9.93% |
|---|
| STZ |
Constellation Brands, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
29.09% |
29.22% |
|---|
| ETSY |
Etsy, Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
44.25% |
22.74% |
|---|
| BIIB |
Biogen Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
28.33% |
18.82% |
|---|
|
Cash and Equivalents |
|
0.31% |
|
|
|
|
|
|
|
|
|
|---|
| EL |
The Estée Lauder Companies Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
52.72% |
24.24% |
|---|