| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| TSM | Information Technology | $3.14B | 10.8% | +8% |
| GEV | Industrials | $2.25B | 7.7% | -24% |
| LRCX | Information Technology | $2.15B | 7.4% | +2% |
| AMAT | Information Technology | $1.79B | 6.2% | -12% |
| AVGO | Information Technology | $1.7B | 5.9% | — |
| ETN | Industrials | $1.7B | 5.8% | — |
| AMZN | Consumer Discretionary | $1.65B | 5.7% | -20% |
| META | Communication Services | $1.61B | 5.5% | -26% |
| CEG | Utilities | $1.29B | 4.5% | -22% |
| GOOG | Communication Services | $1.24B | 4.3% | -37% |
| NVDA | Information Technology | $1.1B | 3.8% | -31% |
| EQIX | Real Estate | $1.07B | 3.7% | NEW |
| MSFT | Information Technology | $918M | 3.2% | -52% |
| ORCL-PD | Information Technology | $865.4M | 3.0% | -100% |
| NFLX | Communication Services | $662.8M | 2.3% | -37% |
| Asml Hldg NV | Unclassified | $655.4M | 2.3% | NEW |
| SPOT | Communication Services | $640.5M | 2.2% | -46% |
| SNOW | Information Technology | $544.2M | 1.9% | -100% |
| APP | Information Technology | $513.4M | 1.8% | -41% |
| NTRA | Health Care | $508.3M | 1.7% | -3% |
| NU | Financials | $421.5M | 1.5% | -36% |
| ISRG | Health Care | $394.3M | 1.4% | +6% |
| RDDT | Information Technology | $375.7M | 1.3% | -50% |
| GOOG | Communication Services | $320.1M | 1.1% | -44% |
| ADBE | Information Technology | $305.9M | 1.1% | -100% |