| 1 | SNDK | Sandisk Corporation | 4.72% |
| 2 | CIEN | Ciena Corporation | 1.55% |
| 3 | LITE | Lumentum Holdings Inc. | 1.24% |
| 4 | COHR | Coherent Corp. | 1.23% |
| 5 | MGMXX | JPMorgan U.S. Government Money Market Fund Class IM | 1.02% |
| 6 | JBL | Jabil Inc. | 0.69% |
| 7 | Q | Qnity Electronics, Inc. | 0.61% |
| 8 | RVMD | Revolution Medicines, Inc. | 0.58% |
| 9 | NTRA | Natera, Inc. | 0.57% |
| 10 | TPR | Tapestry, Inc. | 0.55% |
| 11 | NVT | nVent Electric plc | 0.53% |
| 12 | CASY | Casey's General Stores, Inc. | 0.52% |
| 13 | CW | Curtiss-Wright Corporation | 0.51% |
| 14 | FTI | TechnipFMC plc | 0.50% |
| 15 | XPO | XPO, Inc. | 0.50% |
| 16 | STRL | Sterling Infrastructure, Inc. | 0.49% |
| 17 | ASTS | AST SpaceMobile, Inc. | 0.49% |
| 18 | IONQ | IonQ, Inc. | 0.47% |
| 19 | WSM | Williams-Sonoma, Inc. | 0.46% |
| 20 | ATI | ATI Inc. | 0.46% |
| 21 | CRS | Carpenter Technology Corporation | 0.44% |
| 22 | FN | Fabrinet | 0.43% |
| 23 | RDDT | Reddit, Inc. | 0.43% |
| 24 | MTSI | MACOM Technology Solutions Holdings, Inc. | 0.43% |
| 25 | MTZ | MasTec, Inc. | 0.43% |
| View BBMC holdings |
