FCUS Holdings List

As of Apr 23, 2024

No.	Symbol	Name	% Weight	Shares
1	VRT	Vertiv Holdings Co	4.48%	14,841
2	CNM	Core & Main, Inc.	4.44%	20,830
3	VST	Vistra Corp.	4.35%	16,681
4	EME	EMCOR Group, Inc.	4.33%	3,362
5	COIN	Coinbase Global, Inc.	4.26%	4,732
6	NVDA	NVIDIA Corporation	4.15%	1,320
7	WSM	Williams-Sonoma, Inc.	4.11%	3,787
8	MSTR	MicroStrategy Incorporated	3.71%	728
9	NRG	NRG Energy, Inc.	3.54%	12,997
10	CEG	Constellation Energy Corporation	3.52%	4,902
11	GPS	The Gap, Inc.	3.49%	43,777
12	WING	Wingstop Inc.	3.44%	2,477
13	NTRA	Natera, Inc.	3.40%	9,808
14	FIX	Comfort Systems USA, Inc.	3.35%	2,849
15	SMCI	Super Micro Computer, Inc.	3.33%	1,148
16	TOL	Toll Brothers, Inc.	3.24%	7,121
17	GE	GE Aerospace	3.24%	5,230
18	DKS	DICK'S Sporting Goods, Inc.	3.23%	4,107
19	HOOD	Robinhood Markets, Inc.	3.15%	46,979
20	DECK	Deckers Outdoor Corporation	3.09%	979
21	DELL	Dell Technologies Inc.	2.69%	5,858
22	XPO	XPO Logistics, Inc.	2.65%	5,747
23	NTNX	Nutanix, Inc.	2.62%	11,247
24	ESAB	ESAB Corporation	2.62%	6,344
25	PSN	Parsons Corporation	2.57%	8,513
26	CRWD	CrowdStrike Holdings, Inc.	2.50%	2,186
27	ELF	e.l.f. Beauty, Inc.	2.46%	3,647
28	MU	Micron Technology, Inc.	2.42%	5,637
29	BLD	TopBuild Corp.	2.39%	1,590
30	PVH	PVH Corp.	2.14%	4,991
31	GEV	GE Vernova	0.71%	1,253
32	FGXXX	First American Government Obligs X	0.35%	92,833
33	n/a	DEPOSITS WITH BROKER FOR SHORT POSITIONS	0.01%	2,918

As of Apr 23, 2024