Loading
Loading
Loading
Loading
Q2 2025 → Q2 2026 · change in portfolio weight
| Security | Q2 2025 | Q2 2026 | Change |
|---|---|---|---|
VSTVISTRA CORP | 8.9% | — | -8.9% |
| 8.7% | — | -8.7% | |
AMZNAMAZON.COM INC | 7.9% | — | -7.9% |
Ticker unavailableYANDEX N V | — | 7.2% | +7.2% |
MSFTMICROSOFT CORP | 6.6% | — | -6.6% |
Ticker unavailableSEAGATE TECHNOLOGY HLDNGS PL | — | 5.9% | +5.9% |
| — | 5.6% | +5.6% | |
| — | 5.3% | +5.3% | |
| 5.5% | 0.3% | -5.2% | |
MDLNMEDLINE INC-CL A | — | 5.1% | +5.1% |
| 4.9% |
| — |
| -4.9% |
Ticker unavailableLINDE PLC | — | 4.9% | +4.9% |
| 4.7% | — | -4.7% |
TERTERADYNE INC | — | 4.4% | +4.4% |
INTUINTUIT INC | 4.3% | — | -4.3% |
GLWCORNING INC | — | 4.3% | +4.3% |
HUTHUT 8 CORP | — | 4.1% | +4.1% |
| — | 4.0% | +4.0% |
Ticker unavailableNU HLDGS LTD | — | 3.9% | +3.9% |
Ticker unavailableFLUTTER ENTMT PLC | 3.8% | — | -3.8% |
| 3.8% | — | -3.8% |
Ticker unavailableASML HOLDING N V | 3.2% | 6.9% | +3.7% |
WULFTERAWULF INC | — | 3.6% | +3.6% |
| — | 3.6% | +3.6% |
SBUXSTARBUCKS CORP | 3.6% | — | -3.6% |
| 3.6% | — | -3.6% |
| 3.6% | — | -3.6% |
MTZMASTEC INC | — | 3.4% | +3.4% |
TTMITTM TECHNOLOGIES | — | 3.1% | +3.1% |
| — | 3.1% | +3.1% |
EQTEQT CORP | 3.1% | — | -3.1% |
| — | 3.1% | +3.1% |
| 5.0% | 2.1% | -2.9% |
Ticker unavailableON HLDG AG | — | 2.9% | +2.9% |
| 2.5% | — | -2.5% |
Ticker unavailableWIX COM LTD | 2.4% | — | -2.4% |
| 2.5% | 0.2% | -2.3% |
| 2.3% | — | -2.3% |
AGXARGAN INC | — | 1.8% | +1.8% |
CVNACARVANA CO | 5.2% | 4.2% | -0.9% |
Ticker unavailableBITDEER TECHNOLOGIES GROUP | — | 0.7% | +0.7% |
| 3.9% | 3.3% | -0.6% |
| — | 0.6% | +0.6% |
GOOGLALPHABET INC-CL A | — | 0.5% | +0.5% |
| — | 0.4% | +0.4% |
| — | 0.3% | +0.3% |
| — | 0.3% | +0.3% |
| — | 0.3% | +0.3% |
| — | 0.3% | +0.3% |
| — | 0.2% | +0.2% |