| 1 | HII | Huntington Ingalls Industries, Inc. | 8.39% |
| 2 | LRCX | Lam Research Corporation | 7.57% |
| 3 | MOG.A | Moog Inc. | 7.54% |
| 4 | RPD | Rapid7, Inc. | 5.86% |
| 5 | FFIV | F5, Inc. | 5.56% |
| 6 | ALAB | Astera Labs, Inc. | 5.50% |
| 7 | ETR: AIXA | AIXTRON SE | 5.14% |
| 8 | MU | Micron Technology, Inc. | 4.85% |
| 9 | GD | General Dynamics Corporation | 4.58% |
| 10 | LON: SCT | Softcat plc | 3.96% |
| 11 | ASGN | ASGN Incorporated | 3.79% |
| 12 | MPWR | Monolithic Power Systems, Inc. | 3.24% |
| 13 | GE | General Electric Company | 3.22% |
| 14 | GEN | Gen Digital Inc. | 3.17% |
| 15 | DCO | Ducommun Incorporated | 3.10% |
| 16 | ADI | Analog Devices, Inc. | 3.09% |
| 17 | PANW | Palo Alto Networks, Inc. | 3.05% |
| 18 | ETR: R3NK | RENK Group AG | 2.85% |
| 19 | ASX: ASB | Austal Limited | 2.68% |
| 20 | DELL | Dell Technologies Inc. | 1.97% |
| 21 | EXTR | Extreme Networks, Inc. | 1.86% |
| 22 | DBRG | DigitalBridge Group, Inc. | 1.75% |
| 23 | SMCI | Super Micro Computer, Inc. | 1.37% |
| 24 | WDC | Western Digital Corporation | 1.34% |
| 25 | JKHY | Jack Henry & Associates, Inc. | 1.24% |
| View WAR holdings |
