| 1 | NVDA | NVIDIA Corporation | 3.14% |
| 2 | EXPE | Expedia Group, Inc. | 2.92% |
| 3 | DAL | Delta Air Lines, Inc. | 2.79% |
| 4 | ANET | Arista Networks Inc | 2.72% |
| 5 | UAL | United Airlines Holdings, Inc. | 2.55% |
| 6 | MPWR | Monolithic Power Systems, Inc. | 2.42% |
| 7 | UBER | Uber Technologies, Inc. | 2.31% |
| 8 | HST | Host Hotels & Resorts, Inc. | 2.29% |
| 9 | RCL | Royal Caribbean Cruises Ltd. | 2.02% |
| 10 | SMCI | Super Micro Computer, Inc. | 1.92% |
| 11 | GM | General Motors Company | 1.85% |
| 12 | FSLR | First Solar, Inc. | 1.85% |
| 13 | GOOG | Alphabet Inc. | 1.75% |
| 14 | CMI | Cummins Inc. | 1.70% |
| 15 | ABNB | Airbnb, Inc. | 1.68% |
| 16 | BKR | Baker Hughes Company | 1.65% |
| 17 | ACGL | Arch Capital Group Ltd. | 1.64% |
| 18 | CAT | Caterpillar Inc. | 1.61% |
| 19 | LLY | Eli Lilly and Company | 1.58% |
| 20 | PHM | PulteGroup, Inc. | 1.53% |
| 21 | KLAC | KLA Corporation | 1.52% |
| 22 | URI | United Rentals, Inc. | 1.50% |
| 23 | UHS | Universal Health Services, Inc. | 1.48% |
| 24 | SYY | Sysco Corporation | 1.47% |
| 25 | ALL | The Allstate Corporation | 1.34% |
| View SPGP holdings |
