| 1 | MU | Micron Technology, Inc. | 8.24% |
| 2 | ATRO | Astronics Corporation | 7.04% |
| 3 | QCOM | QUALCOMM Incorporated | 6.71% |
| 4 | TLS | Telos Corporation | 6.60% |
| 5 | RBRK | Rubrik, Inc. | 6.56% |
| 6 | ISSC | Innovative Aerosystems, Inc. | 5.53% |
| 7 | ETR: IFX | Infineon Technologies AG | 4.16% |
| 8 | AMBA | Ambarella, Inc. | 4.03% |
| 9 | RTX | RTX Corporation | 4.00% |
| 10 | MOG.A | Moog Inc. | 3.92% |
| 11 | FTNT | Fortinet, Inc. | 3.77% |
| 12 | PLTR | Palantir Technologies Inc. | 3.57% |
| 13 | AMD | Advanced Micro Devices, Inc. | 3.20% |
| 14 | GE | GE Aerospace | 3.04% |
| 15 | ETR: HAG | Hensoldt AG | 3.04% |
| 16 | DRS | Leonardo DRS, Inc. | 3.01% |
| 17 | ADI | Analog Devices, Inc. | 2.91% |
| 18 | LON: SCT | Softcat plc | 2.81% |
| 19 | CRWD | CrowdStrike Holdings, Inc. | 2.74% |
| 20 | FGXXX | First American Government Obligations Fund | 2.15% |
| 21 | DOCN | DigitalOcean Holdings, Inc. | 2.14% |
| 22 | APH | Amphenol Corporation | 2.01% |
| 23 | STX | Seagate Technology Holdings plc | 1.99% |
| 24 | DXC | DXC Technology Company | 1.77% |
| 25 | DBRG | DigitalBridge Group, Inc. | 1.13% |
| View WAR holdings |
