| AAPL |
Apple Inc. |
0 |
7.69% |
|
|
|
|
|
N/A |
0.00% |
30.43% |
23.52% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
5.85% |
|
|
|
|
|
N/A |
0.00% |
30.25% |
14.34% |
|---|
| MSFT |
Microsoft Corporation |
0 |
5.69% |
|
|
|
|
|
N/A |
0.00% |
19.51% |
3.26% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
5.26% |
|
|
|
|
|
N/A |
0.00% |
30.83% |
19.70% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
3.92% |
|
|
|
|
|
N/A |
0.00% |
39.67% |
3.99% |
|---|
| BKNG |
Booking Holdings Inc. |
0 |
3.55% |
|
|
|
|
|
N/A |
0.00% |
24.93% |
21.46% |
|---|
| BLK |
BlackRock, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
23.28% |
10.42% |
|---|
| META |
Meta Platforms, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
31.46% |
9.99% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
3.26% |
|
|
|
|
|
N/A |
0.00% |
30.78% |
10.27% |
|---|
| SNOW |
Snowflake Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
36.59% |
-1.01% |
|---|
| TWLO |
Twilio Inc. |
0 |
2.98% |
|
|
|
|
|
N/A |
0.00% |
37.27% |
12.62% |
|---|
| LRCX |
Lam Research Corporation |
0 |
2.73% |
|
|
|
|
|
N/A |
0.00% |
41.74% |
15.40% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
2.68% |
|
|
|
|
|
N/A |
0.00% |
52.65% |
60.87% |
|---|
| RH |
RH |
0 |
2.63% |
|
|
|
|
|
N/A |
0.00% |
92.04% |
59.35% |
|---|
| AVGO |
Broadcom Inc. |
0 |
2.54% |
|
|
|
|
|
N/A |
0.00% |
51.83% |
33.81% |
|---|
| NOW |
ServiceNow, Inc. |
0 |
2.46% |
|
|
|
|
|
N/A |
0.00% |
31.36% |
14.52% |
|---|
| NFLX |
Netflix, Inc. |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
27.18% |
9.28% |
|---|
| MS |
Morgan Stanley |
0 |
2.26% |
|
|
|
|
|
N/A |
0.00% |
27.73% |
16.68% |
|---|
| UBER |
Uber Technologies, Inc. |
0 |
2.24% |
|
|
|
|
|
N/A |
0.00% |
38.42% |
22.38% |
|---|
| UNH |
UnitedHealth Group Incorporated |
0 |
2.16% |
|
|
|
|
|
N/A |
0.00% |
40.93% |
32.99% |
|---|
| MSCI |
MSCI Inc. |
0 |
2.11% |
|
|
|
|
|
N/A |
0.00% |
34.31% |
14.53% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.06% |
|
|
|
|
|
N/A |
0.00% |
26.83% |
7.78% |
|---|
| HD |
The Home Depot, Inc. |
0 |
1.95% |
|
|
|
|
|
N/A |
0.00% |
20.96% |
10.63% |
|---|
| MA |
Mastercard Incorporated |
0 |
1.92% |
|
|
|
|
|
N/A |
0.00% |
20.20% |
12.06% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.51% |
|
|
|
|
|
N/A |
0.00% |
76.29% |
20.81% |
|---|
| Z |
Zillow Group, Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
34.95% |
5.28% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
38.26% |
15.88% |
|---|
| MU |
Micron Technology, Inc. |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
61.71% |
42.66% |
|---|
| ABBV |
AbbVie Inc. |
0 |
1.07% |
|
|
|
|
|
N/A |
0.00% |
27.65% |
25.61% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
29.75% |
6.18% |
|---|
| V |
Visa Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
20.38% |
11.93% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
30.49% |
15.00% |
|---|
| FIS |
Fidelity National Information Services, ... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
18.73% |
15.78% |
|---|
| PSX |
Phillips 66 |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
31.94% |
24.20% |
|---|
| LMT |
Lockheed Martin Corporation |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
22.94% |
24.23% |
|---|
| PAYC |
Paycom Software, Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
50.23% |
11.84% |
|---|
| MCD |
McDonald's Corporation |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
17.65% |
8.94% |
|---|
| URI |
United Rentals, Inc. |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
33.48% |
12.42% |
|---|
| TDG |
TransDigm Group Incorporated |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
31.48% |
18.46% |
|---|
| DIS |
The Walt Disney Company |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
20.62% |
5.38% |
|---|
| VRTX |
Vertex Pharmaceuticals Incorporated |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
29.42% |
23.44% |
|---|
| FTV |
Fortive Corporation |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
33.27% |
26.22% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
0.81% |
|
|
|
|
|
N/A |
0.00% |
33.63% |
18.26% |
|---|
| STZ |
Constellation Brands, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
37.24% |
51.04% |
|---|
| ETSY |
Etsy, Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
36.10% |
7.05% |
|---|
| BIIB |
Biogen Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
37.26% |
39.84% |
|---|
|
Cash and Equivalents |
|
0.31% |
|
|
|
|
|
|
|
|
|
|---|
| EL |
The Estée Lauder Companies Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
38.35% |
15.97% |
|---|