Loading
Loading
Loading
Loading
Loading
9%held throughout
1–25 of 239, sorted by portfolio weight, high to low
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 6.4%+0.4% | Increased6.3% | 3,174,918 | $174.40 | $553.7M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 5.6%-0.3% | Reduced2.7% | 2,318,015 | $208.27 | $482.8M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 4.8%-0.6% | Reduced25.4% | 1,237,358 | $337.95 | $418.2M |
| Ticker unavailableASML HOLDING N VUnclassified | 3.9%+0.9% | Reduced1.0% | 258,377 | $1320.83 | $341.3M |
| BSXBOSTON SCIENTIFIC CORPHealth Care | 3.8%+0.7% | Increased76.4% | 5,195,089 | $62.75 | $326.0M |
| Ticker unavailableNU HLDGS LTDUnclassified | 3.7%+1.6% | Increased91.6% | 22,444,311 | $14.37 | $322.5M |
| AMATAPPLIED MATERIALS INCInformation Technology | 3.4%+0.3% | Reduced23.1% | 869,943 | $341.79 | $297.3M |
| MSFTMICROSOFT CORPInformation Technology | 3.1%-2.9% | Reduced36.9% | 725,649 | $370.17 | $268.6M |
| RTXRTX CORPIndustrials | 3.0%+0.3% | Reduced0.3% | 1,364,888 | $192.90 | $263.3M |
| AGXARGAN INCIndustrials | 2.9%+1.4% | Increased5.9% | 464,759 | $544.65 | $253.1M |
| GOOGALPHABET INC-CL CCommunication Services | 2.9%-1.0% | Reduced23.5% | 872,697 | $286.86 | $250.3M |
| TECHBIO-TECHNE CORPHealth Care | 2.9%+0.4% | Increased23.1% | 4,739,721 | $52.26 | $247.7M |
| VVISA INC-CLASS A SHARESFinancials | 2.8%-0.1% | Increased3.9% | 806,951 | $302.24 | $243.9M |
| NTRANATERA INCHealth Care | 2.7%+0.4% | Increased24.1% | 1,171,633 | $199.99 | $234.3M |
| COFCAPITAL ONE FINANCIAL CORPFinancials | 2.6%-0.7% | Reduced3.7% | 1,248,456 | $182.43 | $227.8M |
| Ticker unavailableNEWLINDE PLCUnclassified | 2.4%+2.4% | New | 426,111 | $495.76 | $211.2M |
| DKSDICK'S SPORTING GOODS INCConsumer Discretionary | 2.4%+0.6% | Increased25.3% | 1,044,903 | $198.29 | $207.2M |
| INFQNEWINFLEQTION INCInformation Technology | 2.3%+2.3% | New | 19,941,924 | $9.81 | $195.6M |
| SWXSOUTHWEST GAS HOLDINGS INCEnergy | 2.1%+0.4% | Increased3.9% | 2,126,927 | $86.90 | $184.8M |
| CPTCAMDEN PROPERTY TRUSTReal Estate | 2.1%-0.1% | Increased1.6% | 1,867,866 | $97.66 | $182.4M |
| ABTNEWABBOTT LABORATORIESHealth Care | 2.1%+2.1% | New | 1,758,160 | $102.67 | $180.5M |
| RGENNEWREPLIGEN CORPHealth Care | 2.1%+2.1% | New | 1,518,805 | $117.82 | $178.9M |
| MNSTMONSTER BEVERAGE CORPConsumer Staples | 2.1%-0.2% | Reduced8.5% | 2,464,909 | $72.46 | $178.6M |
| GFLGFL ENVIRONMENTAL INC-SUB VTUtilities | 1.9%-0.5% | Reduced23.4% | 3,849,656 | $41.72 | $160.6M |
| DHRNEWDANAHER CORPIndustrials | 1.8%+1.8% | New | 819,679 | $189.60 | $155.4M |