| 1 | FIX | Comfort Systems USA, Inc. | 2.96% |
| 2 | APH | Amphenol Corporation | 2.89% |
| 3 | AAPL | Apple Inc. | 2.63% |
| 4 | AVGO | Broadcom Inc. | 2.55% |
| 5 | CVNA | Carvana Co. | 2.26% |
| 6 | KLAC | KLA Corporation | 2.06% |
| 7 | MEDP | Medpace Holdings, Inc. | 2.04% |
| 8 | APP | AppLovin Corporation | 2.01% |
| 9 | HWM | Howmet Aerospace Inc. | 1.85% |
| 10 | MTSI | MACOM Technology Solutions Holdings, Inc. | 1.85% |
| 11 | CRS | Carpenter Technology Corporation | 1.81% |
| 12 | ATI | ATI Inc. | 1.78% |
| 13 | PWR | Quanta Services, Inc. | 1.73% |
| 14 | WDC | Western Digital Corporation | 1.64% |
| 15 | AMAT | Applied Materials, Inc. | 1.60% |
| 16 | MU | Micron Technology, Inc. | 1.50% |
| 17 | MLI | Mueller Industries, Inc. | 1.40% |
| 18 | GOOGL | Alphabet Inc. | 1.38% |
| 19 | INSM | Insmed Incorporated | 1.37% |
| 20 | APG | APi Group Corporation | 1.31% |
| 21 | THC | Tenet Healthcare Corporation | 1.28% |
| 22 | JBL | Jabil Inc. | 1.25% |
| 23 | LRCX | Lam Research Corporation | 1.24% |
| 24 | STX | Seagate Technology Holdings plc | 1.24% |
| 25 | CW | Curtiss-Wright Corporation | 1.22% |
| View PDP holdings |