| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| NVDA | Information Technology | $1.42B | 2.0% | +181% |
| META | Communication Services | $1.14B | 1.6% | +698% |
| INTC | Information Technology | $1.02B | 1.4% | -1% |
| UTHR | Health Care | $925.8M | 1.3% | -4% |
| PLTR | Information Technology | $883M | 1.2% | +8% |
| GOOG | Communication Services | $828.2M | 1.1% | +327% |
| EXEL | Health Care | $730.6M | 1.0% | -2% |
| VRSN | Information Technology | $616.3M | 0.8% | -13% |
| KGCRF | Materials | $584.5M | 0.8% | -3% |
| CRWD | Information Technology | $571.6M | 0.8% | NEW |
| STRL | Industrials | $564.2M | 0.8% | -12% |
| GOOG | Communication Services | $556.8M | 0.8% | +684% |
| AMZN | Consumer Discretionary | $546M | 0.8% | NEW |
| AGX | Industrials | $517.8M | 0.7% | +6% |
| NFLX | Communication Services | $484.7M | 0.7% | +275718% |
| CVX | Energy | $475.8M | 0.7% | +42% |
| TSLA | Consumer Discretionary | $467.3M | 0.6% | +426% |
| AMD | Information Technology | $463.8M | 0.6% | +282% |
| AAPL | Information Technology | $459.1M | 0.6% | -48% |
| CORT | Health Care | $457.5M | 0.6% | -7% |
| ETSY | Information Technology | $451.3M | 0.6% | — |
| STX | Information Technology | $441.3M | 0.6% | +47% |
| FNV | Materials | $424.6M | 0.6% | -8% |
| TXN | Information Technology | $417.9M | 0.6% | +65% |
| W | Consumer Discretionary | $417.2M | 0.6% | -9% |