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Investing in companies we believe help create transformative change in their industries
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES COMMON STOCK | 7.51% | $10.08M |
| ARM | ARM HOLDINGS PLC ADR ADR | 6.66% | $8.95M |
| NVDA | NVIDIA CORP COMMON STOCK | 6.53% | $8.77M |
| — | DEFINIUM THERAPEUTICS INC COMMON STOCK | 5.66% | $7.60M |
| NVMI.TA | NOVA LTD COMMON STOCK | 5.47% | $7.35M |
| ASML | ASML HOLDING NV NY REG SHS NY REG SHRS | 4.29% | $5.75M |
| WDC | WESTERN DIGITAL CORP COMMON STOCK | 4.01% | $5.38M |
| MPWR | MONOLITHIC POWER SYSTEMS INC COMMON STOCK | 3.77% | $5.07M |
| PTGX | PROTAGONIST THERAPEUTICS INC COMMON STOCK | 3.70% | $4.97M |
| SNOW | SNOWFLAKE INC COMMON STOCK | 3.61% | $4.84M |
| HOOD | ROBINHOOD MARKETS INC A COMMON STOCK | 3.41% | $4.57M |
| GKOS | GLAUKOS CORP COMMON STOCK | 3.32% | $4.46M |
| HEI | HEICO CORP COMMON STOCK | 2.98% | $4.00M |
| RKLB | ROCKET LAB CORP COMMON STOCK | 2.91% | $3.91M |
| PANW | PALO ALTO NETWORKS INC COMMON STOCK | 2.90% | $3.89M |
| ISRG | INTUITIVE SURGICAL INC COMMON STOCK | 2.85% | $3.83M |
| AVGO | BROADCOM INC COMMON STOCK | 2.82% | $3.79M |
| CIEN | CIENA CORP COMMON STOCK | 2.61% | $3.51M |
| SHOP.TO | SHOPIFY INC CLASS A COMMON STOCK | 2.57% | $3.46M |
| AMZN | AMAZON.COM INC COMMON STOCK | 2.42% | $3.25M |
| CEG | CONSTELLATION ENERGY COMMON STOCK | 2.38% | $3.20M |
| LITE | LUMENTUM HOLDINGS INC COMMON STOCK | 2.35% | $3.16M |
| — | SSC GOVERNMENT MM GVMXX | 2.06% | $2.76M |
| 639.DE | SPOTIFY TECHNOLOGY SA COMMON STOCK | 2.00% | $2.69M |
| TTAN | SERVICETITAN INC A COMMON STOCK | 1.94% | $2.61M |