| 1 | MU | Micron Technology, Inc. | 11.89% |
| 2 | LLY | Eli Lilly and Company | 11.10% |
| 3 | APP | AppLovin Corporation | 9.12% |
| 4 | PLTR | Palantir Technologies Inc. | 8.53% |
| 5 | COF | Capital One Financial Corporation | 6.47% |
| 6 | APH | Amphenol Corporation | 4.89% |
| 7 | AVGO | Broadcom Inc. | 4.61% |
| 8 | LITE | Lumentum Holdings Inc. | 3.97% |
| 9 | GLW | Corning Incorporated | 3.82% |
| 10 | FIX | Comfort Systems USA, Inc. | 3.80% |
| 11 | CDE | Coeur Mining, Inc. | 3.68% |
| 12 | MTZ | MasTec, Inc. | 3.41% |
| 13 | AEIS | Advanced Energy Industries, Inc. | 3.00% |
| 14 | HL | Hecla Mining Company | 2.39% |
| 15 | VRT | Vertiv Holdings Co | 2.34% |
| 16 | UBER | Uber Technologies, Inc. | 2.26% |
| 17 | KTOS | Kratos Defense & Security Solutions, Inc. | 2.17% |
| 18 | INCY | Incyte Corporation | 1.82% |
| 19 | TLN | Talen Energy Corporation | 1.81% |
| 20 | AGNC | AGNC Investment Corp. | 1.78% |
| 21 | NLY | Annaly Capital Management, Inc. | 1.70% |
| 22 | XYL | Xylem Inc. | 1.47% |
| 23 | NBIX | Neurocrine Biosciences, Inc. | 1.45% |
| 24 | TTMI | TTM Technologies, Inc. | 1.30% |
| 25 | TPG | TPG Inc. | 1.12% |
| View SGRT holdings |