| 1 | MU | Micron Technology, Inc. | 13.15% |
| 2 | PLTR | Palantir Technologies Inc. | 11.46% |
| 3 | AMD | Advanced Micro Devices, Inc. | 8.53% |
| 4 | SCHW | The Charles Schwab Corporation | 8.02% |
| 5 | CIEN | Ciena Corporation | 7.90% |
| 6 | APH | Amphenol Corporation | 7.86% |
| 7 | APP | AppLovin Corporation | 7.78% |
| 8 | COF | Capital One Financial Corporation | 5.49% |
| 9 | FIX | Comfort Systems USA, Inc. | 5.08% |
| 10 | HL | Hecla Mining Company | 4.15% |
| 11 | TTMI | TTM Technologies, Inc. | 4.01% |
| 12 | AVGO | Broadcom Inc. | 3.06% |
| 13 | GLW | Corning Incorporated | 3.04% |
| 14 | VRT | Vertiv Holdings Co | 2.36% |
| 15 | HOOD | Robinhood Markets, Inc. | 2.20% |
| 16 | XYL | Xylem Inc. | 1.48% |
| 17 | INCY | Incyte Corporation | 1.24% |
| 18 | AGNC | AGNC Investment Corp. | 1.07% |
| 19 | GWRE | Guidewire Software, Inc. | 1.06% |
| 20 | UI | Ubiquiti Inc. | 0.98% |
| 21 | FGXXX | First American Government Obligations Fund | 0.06% |
| 22 | n/a | OTHER ASSETS AND LIABILITIES | 0.03% |
| 23 | n/a | n/a | n/a |
| 24 | n/a | n/a | n/a |
| 25 | n/a | n/a | n/a |
| View SGRT holdings |
