| 1 | PANW | Palo Alto Networks, Inc. | 9.83% |
| 2 | PLTR | Palantir Technologies Inc. | 7.63% |
| 3 | CRWD | CrowdStrike Holdings, Inc. | 7.55% |
| 4 | RTX | RTX Corporation | 7.08% |
| 5 | FTNT | Fortinet, Inc. | 5.88% |
| 6 | LMT | Lockheed Martin Corporation | 5.42% |
| 7 | NET | Cloudflare, Inc. | 5.15% |
| 8 | GD | General Dynamics Corporation | 4.99% |
| 9 | AXON | Axon Enterprise, Inc. | 4.31% |
| 10 | NOC | Northrop Grumman Corporation | 3.98% |
| 11 | LHX | L3Harris Technologies, Inc. | 3.90% |
| 12 | TDY | Teledyne Technologies Incorporated | 2.67% |
| 13 | CW | Curtiss-Wright Corporation | 2.54% |
| 14 | OKTA | Okta, Inc. | 2.25% |
| 15 | VRSN | VeriSign, Inc. | 2.20% |
| 16 | ZS | Zscaler, Inc. | 1.73% |
| 17 | FFIV | F5, Inc. | 1.69% |
| 18 | AKAM | Akamai Technologies, Inc. | 1.69% |
| 19 | BWXT | BWX Technologies, Inc. | 1.50% |
| 20 | LDOS | Leidos Holdings, Inc. | 1.33% |
| 21 | GEN | Gen Digital Inc. | 1.27% |
| 22 | CACI | CACI International Inc | 0.93% |
| 23 | MOG.A | Moog Inc. | 0.88% |
| 24 | KTOS | Kratos Defense & Security Solutions, Inc. | 0.86% |
| 25 | HII | Huntington Ingalls Industries, Inc. | 0.83% |
| View TSSD holdings |