| 1 | APP | AppLovin Corporation | 1.74% |
| 2 | HOOD | Robinhood Markets, Inc. | 1.71% |
| 3 | MCHP | Microchip Technology Incorporated | 1.55% |
| 4 | TSLA | Tesla, Inc. | 1.51% |
| 5 | MPWR | Monolithic Power Systems, Inc. | 1.40% |
| 6 | WBD | Warner Bros. Discovery, Inc. | 1.35% |
| 7 | MU | Micron Technology, Inc. | 1.34% |
| 8 | ON | ON Semiconductor Corporation | 1.34% |
| 9 | COIN | Coinbase Global, Inc. | 1.33% |
| 10 | UAL | United Airlines Holdings, Inc. | 1.31% |
| 11 | AVGO | Broadcom Inc. | 1.28% |
| 12 | KKR | KKR & Co. Inc. | 1.27% |
| 13 | PLTR | Palantir Technologies Inc. | 1.26% |
| 14 | TER | Teradyne, Inc. | 1.21% |
| 15 | NXPI | NXP Semiconductors N.V. | 1.20% |
| 16 | DAL | Delta Air Lines, Inc. | 1.20% |
| 17 | SMCI | Super Micro Computer, Inc. | 1.17% |
| 18 | APO | Apollo Global Management, Inc. | 1.16% |
| 19 | LRCX | Lam Research Corporation | 1.15% |
| 20 | GEV | GE Vernova Inc. | 1.15% |
| 21 | VST | Vistra Corp. | 1.14% |
| 22 | ALB | Albemarle Corporation | 1.14% |
| 23 | AMAT | Applied Materials, Inc. | 1.12% |
| 24 | NVDA | NVIDIA Corporation | 1.10% |
| 25 | SYF | Synchrony Financial | 1.10% |
| View SPHB holdings |
