| 1 | MU | Micron Technology, Inc. | 9.94% |
| 2 | ATRO | Astronics Corporation | 9.07% |
| 3 | ISSC | Innovative Aerosystems, Inc. | 6.26% |
| 4 | TLS | Telos Corporation | 6.26% |
| 5 | QCOM | QUALCOMM Incorporated | 5.25% |
| 6 | MOG.A | Moog Inc. | 5.16% |
| 7 | ETR: IFX | Infineon Technologies AG | 4.50% |
| 8 | RBRK | Rubrik, Inc. | 4.40% |
| 9 | RTX | RTX Corporation | 4.15% |
| 10 | FTNT | Fortinet, Inc. | 3.80% |
| 11 | ADI | Analog Devices, Inc. | 3.40% |
| 12 | DRS | Leonardo DRS, Inc. | 3.21% |
| 13 | AMBA | Ambarella, Inc. | 3.17% |
| 14 | ETR: HAG | Hensoldt AG | 3.11% |
| 15 | PLTR | Palantir Technologies Inc. | 3.03% |
| 16 | GE | GE Aerospace | 2.89% |
| 17 | STX | Seagate Technology Holdings plc | 2.78% |
| 18 | AMD | Advanced Micro Devices, Inc. | 2.74% |
| 19 | DOCN | DigitalOcean Holdings, Inc. | 2.50% |
| 20 | LON: SCT | Softcat plc | 2.47% |
| 21 | CRWD | CrowdStrike Holdings, Inc. | 2.27% |
| 22 | APH | Amphenol Corporation | 1.82% |
| 23 | DXC | DXC Technology Company | 1.78% |
| 24 | SNDK | Sandisk Corporation | 1.66% |
| 25 | WDC | Western Digital Corporation | 1.39% |
| View WAR holdings |