| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| NVDA | Information Technology | $103.61B | 4.7% | +2% |
| AAPL | Information Technology | $96.68B | 4.4% | — |
| MSFT | Information Technology | $62.82B | 2.8% | — |
| AVGO | Information Technology | $47.97B | 2.2% | -1% |
| GOOG | Communication Services | $35.34B | 1.6% | +2% |
| AMZN | Consumer Discretionary | $28.99B | 1.3% | -4% |
| MU | Information Technology | $28.47B | 1.3% | +7% |
| GOOG | Communication Services | $27.8B | 1.3% | +2% |
| LLY | Health Care | $25.02B | 1.1% | — |
| AMD | Information Technology | $22.03B | 1.0% | — |
| META | Communication Services | $21.62B | 1.0% | +1% |
| JPM-PM | Financials | $21.54B | 1.0% | — |
| TSLA | Consumer Discretionary | $20.84B | 0.9% | — |
| JNJ | Health Care | $16.35B | 0.7% | +1% |
| XOM | Energy | $15.95B | 0.7% | — |
| LRCX | Information Technology | $15.88B | 0.7% | -1% |
| CSCO | Information Technology | $14.01B | 0.6% | +1% |
| AMAT | Information Technology | $13.41B | 0.6% | +7% |
| CAT | Industrials | $12.81B | 0.6% | +3% |
| V | Financials | $12.64B | 0.6% | -2% |
| INTC | Information Technology | $12.48B | 0.6% | +5% |
| ABBV | Health Care | $12.2B | 0.5% | -2% |
| BRK-B | Financials | $12.2B | 0.5% | +3% |
| KLAC | Health Care | $11.88B | 0.5% | +878% |
| WMT | Consumer Staples | $10.73B | 0.5% | +1% |