| SMCI |
Super Micro Computer, Inc. |
0 |
3.20% |
|
|
|
|
|
N/A |
0.00% |
86.29% |
20.72% |
|---|
| PLTR |
Palantir Technologies Inc. |
0 |
2.27% |
|
|
|
|
|
N/A |
0.00% |
72.78% |
40.98% |
|---|
| AVGO |
Broadcom Inc. |
0 |
2.18% |
|
|
|
|
|
N/A |
0.00% |
40.22% |
4.56% |
|---|
| TSLA |
Tesla, Inc. |
0 |
2.08% |
|
|
|
|
|
N/A |
0.00% |
60.98% |
15.09% |
|---|
| TER |
Teradyne, Inc. |
0 |
1.86% |
|
|
|
|
|
N/A |
0.00% |
57.45% |
45.84% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
1.67% |
|
|
|
|
|
N/A |
0.00% |
38.94% |
4.81% |
|---|
| KLAC |
KLA Corporation |
0 |
1.52% |
|
|
|
|
|
N/A |
0.00% |
37.92% |
10.70% |
|---|
| LRCX |
Lam Research Corporation |
0 |
1.47% |
|
|
|
|
|
N/A |
0.00% |
40.68% |
11.77% |
|---|
| ANET |
Arista Networks, Inc. |
0 |
1.43% |
|
|
|
|
|
N/A |
0.00% |
57.09% |
41.51% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.43% |
|
|
|
|
|
N/A |
0.00% |
55.87% |
28.01% |
|---|
| ON |
ON Semiconductor Corporation |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
62.31% |
40.59% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.34% |
|
|
|
|
|
N/A |
0.00% |
39.05% |
14.46% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
55.57% |
30.58% |
|---|
| ALB |
Albemarle Corporation |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
61.79% |
29.93% |
|---|
| VST |
Vistra Corp. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
63.05% |
33.38% |
|---|
| DECK |
Deckers Outdoor Corporation |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
65.08% |
65.72% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
38.86% |
11.76% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
0 |
1.22% |
|
|
|
|
|
N/A |
0.00% |
37.12% |
20.32% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
1.21% |
|
|
|
|
|
N/A |
0.00% |
42.32% |
27.18% |
|---|
| SWKS |
Skyworks Solutions, Inc. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
47.99% |
32.54% |
|---|
| NXPI |
NXP Semiconductors N.V. |
0 |
1.16% |
|
|
|
|
|
N/A |
0.00% |
44.74% |
23.82% |
|---|
| ENPH |
Enphase Energy, Inc. |
0 |
1.15% |
|
|
|
|
|
N/A |
0.00% |
89.14% |
72.79% |
|---|
| PWR |
Quanta Services, Inc. |
0 |
1.13% |
|
|
|
|
|
N/A |
0.00% |
39.70% |
25.50% |
|---|
| SNPS |
Synopsys, Inc. |
0 |
1.12% |
|
|
|
|
|
N/A |
0.00% |
34.40% |
9.11% |
|---|
| MU |
Micron Technology, Inc. |
0 |
1.12% |
|
|
|
|
|
N/A |
0.00% |
43.51% |
12.19% |
|---|
| DELL |
Dell Technologies Inc. |
0 |
1.11% |
|
|
|
|
|
N/A |
0.00% |
37.35% |
8.51% |
|---|
| INTC |
Intel Corporation |
0 |
1.10% |
|
|
|
|
|
N/A |
0.00% |
59.49% |
31.46% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
1.08% |
|
|
|
|
|
N/A |
0.00% |
31.01% |
16.26% |
|---|
| CCL |
Carnival Corporation & plc |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
38.17% |
22.58% |
|---|
| META |
Meta Platforms, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
40.57% |
29.03% |
|---|
| MCHP |
Microchip Technology Incorporated |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
48.31% |
23.97% |
|---|
| CZR |
Caesars Entertainment, Inc. |
0 |
1.04% |
|
|
|
|
|
N/A |
0.00% |
53.27% |
39.03% |
|---|
| JBL |
Jabil Inc. |
0 |
1.02% |
|
|
|
|
|
N/A |
0.00% |
31.88% |
34.77% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
1.02% |
|
|
|
|
|
N/A |
0.00% |
37.05% |
27.12% |
|---|
| KMX |
CarMax, Inc. |
0 |
1.00% |
|
|
|
|
|
N/A |
0.00% |
34.71% |
21.16% |
|---|
| NCLH |
Norwegian Cruise Line Holdings Ltd. |
0 |
0.98% |
|
|
|
|
|
N/A |
0.00% |
63.58% |
33.77% |
|---|
| UAL |
United Airlines Holdings, Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
54.61% |
29.43% |
|---|
| KEYS |
Keysight Technologies, Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
28.18% |
13.49% |
|---|
| CRM |
Salesforce, Inc. |
0 |
0.97% |
|
|
|
|
|
N/A |
0.00% |
29.81% |
10.87% |
|---|
| KKR |
KKR & Co. Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
38.08% |
16.91% |
|---|
| WDC |
Western Digital Corporation |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
47.55% |
20.72% |
|---|
| ALGN |
Align Technology, Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
55.92% |
35.56% |
|---|
| CEG |
Constellation Energy Corporation |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
54.82% |
29.36% |
|---|
| LULU |
Lululemon Athletica Inc. |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
40.21% |
21.86% |
|---|
| NOW |
ServiceNow, Inc. |
0 |
0.95% |
|
|
|
|
|
N/A |
0.00% |
46.54% |
42.62% |
|---|
| BLDR |
Builders FirstSource, Inc. |
0 |
0.93% |
|
|
|
|
|
N/A |
0.00% |
55.83% |
42.70% |
|---|
| FSLR |
First Solar, Inc. |
0 |
0.93% |
|
|
|
|
|
N/A |
0.00% |
62.71% |
39.61% |
|---|
| APTV |
Aptiv PLC |
0 |
0.93% |
|
|
|
|
|
N/A |
0.00% |
42.92% |
26.39% |
|---|
| APH |
Amphenol Corporation |
0 |
0.92% |
|
|
|
|
|
N/A |
0.00% |
39.97% |
38.72% |
|---|
| RCL |
Royal Caribbean Cruises Ltd. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
45.89% |
30.05% |
|---|
| EL |
The Estée Lauder Companies Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
39.55% |
8.22% |
|---|
| ETN |
Eaton Corporation plc |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
32.37% |
18.37% |
|---|
| BX |
Blackstone Inc. |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
34.69% |
19.65% |
|---|
| ABNB |
Airbnb, Inc. |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
43.62% |
42.06% |
|---|
| MGM |
MGM Resorts International |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
43.46% |
30.77% |
|---|
| ZBRA |
Zebra Technologies Corporation |
0 |
0.88% |
|
|
|
|
|
N/A |
0.00% |
47.80% |
54.80% |
|---|
| URI |
United Rentals, Inc. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
36.27% |
15.83% |
|---|
| NFLX |
Netflix, Inc. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
42.31% |
36.14% |
|---|
| PODD |
Insulet Corporation |
0 |
0.86% |
|
|
|
|
|
N/A |
0.00% |
50.63% |
42.61% |
|---|
| ADSK |
Autodesk, Inc. |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
25.57% |
12.28% |
|---|
| ROK |
Rockwell Automation, Inc. |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
38.53% |
32.31% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
32.85% |
10.73% |
|---|
| IVZ |
Invesco Ltd. |
0 |
0.83% |
|
|
|
|
|
N/A |
0.00% |
38.31% |
24.80% |
|---|
| UBER |
Uber Technologies, Inc. |
0 |
0.82% |
|
|
|
|
|
N/A |
0.00% |
45.44% |
34.92% |
|---|
| BXP |
Boston Properties, Inc. |
0 |
0.82% |
|
|
|
|
|
N/A |
0.00% |
32.04% |
24.57% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
0.81% |
|
|
|
|
|
N/A |
0.00% |
46.40% |
42.57% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
0.80% |
|
|
|
|
|
N/A |
0.00% |
34.37% |
22.26% |
|---|
| CRL |
Charles River Laboratories International... |
0 |
0.80% |
|
|
|
|
|
N/A |
0.00% |
60.91% |
57.23% |
|---|
| DAL |
Delta Air Lines, Inc. |
0 |
0.79% |
|
|
|
|
|
N/A |
0.00% |
39.68% |
23.00% |
|---|
| INTU |
Intuit Inc. |
0 |
0.79% |
|
|
|
|
|
N/A |
0.00% |
23.10% |
10.35% |
|---|
| GNRC |
Generac Holdings Inc. |
0 |
0.78% |
|
|
|
|
|
N/A |
0.00% |
47.04% |
39.01% |
|---|
| ANSS |
ANSYS, Inc. |
0 |
0.78% |
|
|
|
|
|
N/A |
0.00% |
26.89% |
21.04% |
|---|
| HUBB |
Hubbell Incorporated |
0 |
0.78% |
|
|
|
|
|
N/A |
0.00% |
38.48% |
33.09% |
|---|
| ORCL |
Oracle Corporation |
0 |
0.78% |
|
|
|
|
|
N/A |
0.00% |
36.52% |
25.88% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
32.88% |
16.86% |
|---|
| MSFT |
Microsoft Corporation |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
26.86% |
23.75% |
|---|
| NTAP |
NetApp, Inc. |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
28.24% |
15.47% |
|---|
| PH |
Parker-Hannifin Corporation |
0 |
0.76% |
|
|
|
|
|
N/A |
0.00% |
28.57% |
20.15% |
|---|
| CARR |
Carrier Global Corporation |
0 |
0.75% |
|
|
|
|
|
N/A |
0.00% |
33.59% |
24.63% |
|---|
| IDXX |
IDEXX Laboratories, Inc. |
0 |
0.75% |
|
|
|
|
|
N/A |
0.00% |
34.79% |
37.96% |
|---|
| TECH |
Bio-Techne Corporation |
0 |
0.74% |
|
|
|
|
|
N/A |
0.00% |
58.96% |
72.29% |
|---|
| EFX |
Equifax Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
41.92% |
50.64% |
|---|
| IQV |
IQVIA Holdings Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
47.10% |
49.58% |
|---|
| F |
Ford Motor Company |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
43.43% |
32.70% |
|---|
| TROW |
T. Rowe Price Group, Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
27.75% |
13.47% |
|---|
| MRNA |
Moderna, Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
70.16% |
34.46% |
|---|
| FCX |
Freeport-McMoRan Inc. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
41.56% |
20.27% |
|---|
| DAY |
Dayforce Inc |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
51.10% |
44.84% |
|---|
| STX |
Seagate Technology Holdings plc |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
46.26% |
33.14% |
|---|
| AES |
The AES Corporation |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
60.05% |
75.01% |
|---|
| IT |
Gartner, Inc. |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
39.10% |
51.72% |
|---|
| IR |
Ingersoll Rand Inc. |
0 |
0.69% |
|
|
|
|
|
N/A |
0.00% |
38.69% |
24.84% |
|---|
| KEY |
KeyCorp |
0 |
0.69% |
|
|
|
|
|
N/A |
0.00% |
32.53% |
15.97% |
|---|
| ADBE |
Adobe Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
27.82% |
15.63% |
|---|
| CAT |
Caterpillar Inc. |
0 |
0.67% |
|
|
|
|
|
N/A |
0.00% |
30.60% |
20.89% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
0.66% |
|
|
|
|
|
N/A |
0.00% |
41.51% |
42.59% |
|---|
| MHK |
Mohawk Industries, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
49.03% |
54.57% |
|---|
| LW |
Lamb Weston Holdings, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
53.50% |
77.06% |
|---|
| CE |
Celanese Corporation |
0 |
0.57% |
|
|
|
|
|
N/A |
0.00% |
60.84% |
47.38% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.01% |
|
|
|
|
|
|
|
|
|
|---|