| AAPL |
Apple Inc. |
0 |
7.69% |
|
|
|
|
|
N/A |
0.00% |
25.31% |
14.12% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
5.85% |
|
|
|
|
|
N/A |
0.00% |
28.92% |
8.93% |
|---|
| MSFT |
Microsoft Corporation |
0 |
5.69% |
|
|
|
|
|
N/A |
0.00% |
21.96% |
9.99% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
5.26% |
|
|
|
|
|
N/A |
0.00% |
34.93% |
28.92% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
3.92% |
|
|
|
|
|
N/A |
0.00% |
38.29% |
3.82% |
|---|
| BKNG |
Booking Holdings Inc. |
0 |
3.55% |
|
|
|
|
|
N/A |
0.00% |
25.79% |
25.03% |
|---|
| BLK |
BlackRock, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
25.82% |
19.17% |
|---|
| META |
Meta Platforms, Inc. |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
30.32% |
7.68% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
3.26% |
|
|
|
|
|
N/A |
0.00% |
32.54% |
10.87% |
|---|
| SNOW |
Snowflake Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
38.31% |
13.79% |
|---|
| TWLO |
Twilio Inc. |
0 |
2.98% |
|
|
|
|
|
N/A |
0.00% |
43.85% |
18.55% |
|---|
| LRCX |
Lam Research Corporation |
0 |
2.73% |
|
|
|
|
|
N/A |
0.00% |
42.18% |
14.17% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
2.68% |
|
|
|
|
|
N/A |
0.00% |
34.47% |
15.82% |
|---|
| RH |
RH |
0 |
2.63% |
|
|
|
|
|
N/A |
0.00% |
62.71% |
25.30% |
|---|
| AVGO |
Broadcom Inc. |
0 |
2.54% |
|
|
|
|
|
N/A |
0.00% |
42.19% |
9.08% |
|---|
| NOW |
ServiceNow, Inc. |
0 |
2.46% |
|
|
|
|
|
N/A |
0.00% |
34.56% |
23.81% |
|---|
| NFLX |
Netflix, Inc. |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
31.61% |
17.18% |
|---|
| MS |
Morgan Stanley |
0 |
2.26% |
|
|
|
|
|
N/A |
0.00% |
30.41% |
20.80% |
|---|
| UBER |
Uber Technologies, Inc. |
0 |
2.24% |
|
|
|
|
|
N/A |
0.00% |
36.61% |
14.21% |
|---|
| UNH |
UnitedHealth Group Incorporated |
0 |
2.16% |
|
|
|
|
|
N/A |
0.00% |
40.46% |
31.81% |
|---|
| MSCI |
MSCI Inc. |
0 |
2.11% |
|
|
|
|
|
N/A |
0.00% |
23.44% |
9.30% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.06% |
|
|
|
|
|
N/A |
0.00% |
32.37% |
18.42% |
|---|
| HD |
The Home Depot, Inc. |
0 |
1.95% |
|
|
|
|
|
N/A |
0.00% |
21.10% |
9.28% |
|---|
| MA |
Mastercard Incorporated |
0 |
1.92% |
|
|
|
|
|
N/A |
0.00% |
21.57% |
15.36% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.51% |
|
|
|
|
|
N/A |
0.00% |
40.27% |
3.14% |
|---|
| Z |
Zillow Group, Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
41.39% |
21.48% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
37.41% |
14.90% |
|---|
| MU |
Micron Technology, Inc. |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
67.06% |
50.47% |
|---|
| ABBV |
AbbVie Inc. |
0 |
1.07% |
|
|
|
|
|
N/A |
0.00% |
22.64% |
7.41% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
30.96% |
10.13% |
|---|
| V |
Visa Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
23.32% |
19.41% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
29.29% |
33.06% |
|---|
| FIS |
Fidelity National Information Services, ... |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
26.11% |
30.54% |
|---|
| PSX |
Phillips 66 |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
29.60% |
15.98% |
|---|
| LMT |
Lockheed Martin Corporation |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
22.25% |
14.75% |
|---|
| PAYC |
Paycom Software, Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
30.91% |
15.33% |
|---|
| MCD |
McDonald's Corporation |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
18.89% |
10.60% |
|---|
| URI |
United Rentals, Inc. |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
29.66% |
11.56% |
|---|
| TDG |
TransDigm Group Incorporated |
0 |
0.85% |
|
|
|
|
|
N/A |
0.00% |
23.87% |
22.85% |
|---|
| DIS |
The Walt Disney Company |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
28.27% |
22.87% |
|---|
| VRTX |
Vertex Pharmaceuticals Incorporated |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
27.28% |
13.71% |
|---|
| FTV |
Fortive Corporation |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
100.73% |
26.08% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
0.81% |
|
|
|
|
|
N/A |
0.00% |
34.61% |
19.23% |
|---|
| STZ |
Constellation Brands, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
40.27% |
52.13% |
|---|
| ETSY |
Etsy, Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
50.59% |
33.45% |
|---|
| BIIB |
Biogen Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
33.07% |
15.16% |
|---|
|
Cash and Equivalents |
|
0.31% |
|
|
|
|
|
|
|
|
|
|---|
| EL |
The Estée Lauder Companies Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
40.94% |
10.38% |
|---|