| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| TSLA | Consumer Discretionary | $1.05B | 8.2% | -3% |
| AMD | Information Technology | $551.9M | 4.3% | +5% |
| CRSP | Health Care | $538.2M | 4.2% | +8% |
| SHOP | Information Technology | $495.6M | 3.9% | +5% |
| PLTR | Information Technology | $454.9M | 3.5% | -4% |
| TEM | Information Technology | $434.5M | 3.4% | +27% |
| CRCL | Financials | $430.2M | 3.3% | +9% |
| HOOD | Financials | $416M | 3.2% | +25% |
| COIN | Financials | $414.3M | 3.2% | -7% |
| TER | Information Technology | $369.1M | 2.9% | -47% |
| ROKU | Communication Services | $361.5M | 2.8% | -35% |
| RBLX | Communication Services | $333.5M | 2.6% | +22% |
| TWST | Health Care | $301.4M | 2.3% | -16% |
| BEAM | Health Care | $289.1M | 2.2% | -3% |
| AMZN | Consumer Discretionary | $282.3M | 2.2% | +12% |
| TXG | Health Care | $248.8M | 1.9% | -7% |
| KTOS | Industrials | $246.2M | 1.9% | +1% |
| BLSH | Financials | $234.5M | 1.8% | +36% |
| DE | Industrials | $224.8M | 1.7% | -5% |
| TSM | Information Technology | $212.1M | 1.6% | -16% |
| GOOG | Communication Services | $206.7M | 1.6% | +32% |
| CRWV | Information Technology | $196.6M | 1.5% | +32% |
| ACHR-WT | Industrials | $193.5M | 1.5% | +6% |
| BMNR | Financials | $191.8M | 1.5% | +3% |
| BSQKZ | Information Technology | $186.2M | 1.4% | -8% |