| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| TSLA | Consumer Discretionary | $1.16B | 7.5% | -3% |
| AMD | Information Technology | $822.8M | 5.3% | -48% |
| SPCX | Information Technology | $765.1M | 5.0% | NEW |
| TEM | Information Technology | $580.6M | 3.8% | +4% |
| HOOD | Financials | $525.1M | 3.4% | -13% |
| CRSP | Health Care | $516M | 3.4% | -16% |
| SHOP | Information Technology | $474.5M | 3.1% | — |
| TWST | Health Care | $468.1M | 3.0% | -28% |
| TXG | Health Care | $383.5M | 2.5% | -15% |
| AMZN | Consumer Discretionary | $379.2M | 2.5% | +17% |
| PLTR | Information Technology | $374.8M | 2.4% | +3% |
| GOOG | Communication Services | $368.6M | 2.4% | +45% |
| COIN | Financials | $367.1M | 2.4% | +6% |
| RBLX | Communication Services | $351.6M | 2.3% | +10% |
| BEAM | Health Care | $351.3M | 2.3% | -16% |
| TER | Information Technology | $312M | 2.0% | -48% |
| NTLA | Health Care | $285.5M | 1.9% | +16% |
| CRCL | Financials | $285.5M | 1.9% | +1% |
| NVDA | Information Technology | $276.4M | 1.8% | +33% |
| CRWV | Information Technology | $264.5M | 1.7% | +5% |
| DE | Industrials | $249.3M | 1.6% | -2% |
| BSQKZ | Information Technology | $235.4M | 1.5% | — |
| KTOS | Industrials | $233M | 1.5% | +34% |
| TSM | Information Technology | $230.3M | 1.5% | -23% |
| NTRA | Health Care | $187M | 1.2% | — |