| 1 | MOG.A | Moog Inc. | 8.25% |
| 2 | LRCX | Lam Research Corporation | 8.00% |
| 3 | HII | Huntington Ingalls Industries, Inc. | 7.94% |
| 4 | RPD | Rapid7, Inc. | 6.09% |
| 5 | ALAB | Astera Labs, Inc. | 5.99% |
| 6 | FFIV | F5, Inc. | 5.69% |
| 7 | MU | Micron Technology, Inc. | 5.43% |
| 8 | ETR: AIXA | AIXTRON SE | 4.66% |
| 9 | GD | General Dynamics Corporation | 4.02% |
| 10 | ASGN | ASGN Incorporated | 3.94% |
| 11 | LON: SCT | Softcat plc | 3.61% |
| 12 | ADI | Analog Devices, Inc. | 3.40% |
| 13 | MPWR | Monolithic Power Systems, Inc. | 3.24% |
| 14 | DCO | Ducommun Incorporated | 2.97% |
| 15 | GEN | Gen Digital Inc. | 2.96% |
| 16 | GE | GE Aerospace | 2.79% |
| 17 | PANW | Palo Alto Networks, Inc. | 2.74% |
| 18 | ETR: R3NK | RENK Group AG | 2.54% |
| 19 | DBRG | DigitalBridge Group, Inc. | 2.54% |
| 20 | ASX: ASB | Austal Limited | 2.34% |
| 21 | DELL | Dell Technologies Inc. | 2.03% |
| 22 | EXTR | Extreme Networks, Inc. | 1.66% |
| 23 | WDC | Western Digital Corporation | 1.57% |
| 24 | SMCI | Super Micro Computer, Inc. | 1.29% |
| 25 | JKHY | Jack Henry & Associates, Inc. | 1.21% |
| View WAR holdings |
