WENCX Holdings List

As of May 31, 2025

No.	Symbol	Name	% Weight	Shares
1	APP	AppLovin Corporation	4.56%	71,648
2	PLTR	Palantir Technologies Inc.	4.46%	208,788
3	RBLX	Roblox Corporation	3.30%	234,431
4	VST	Vistra Corp.	2.88%	110,867
5	AXON	Axon Enterprise, Inc.	2.73%	22,453
6	HOOD	Robinhood Markets, Inc.	2.39%	222,839
7	LYV	Live Nation Entertainment, Inc.	2.38%	107,206
8	MELI	MercadoLibre, Inc.	2.31%	5,575
9	VRT	Vertiv Holdings Co	2.14%	122,653
10	MPWR	Monolithic Power Systems, Inc.	2.09%	19,523
11	ALNY	Alnylam Pharmaceuticals, Inc.	2.01%	40,790
12	TSX: WCN	Waste Connections, Inc.	1.99%	62,482
13	TTD	The Trade Desk, Inc.	1.93%	158,732
14	TKO	TKO Group Holdings, Inc.	1.88%	73,404
15	LPLA	LPL Financial Holdings Inc.	1.85%	29,460
16	CW	Curtiss-Wright Corporation	1.83%	25,708
17	NET	Cloudflare, Inc.	1.83%	67,979
18	NTRA	Natera, Inc.	1.82%	71,095
19	NTDOY	Nintendo Co., Ltd.	1.81%	547,182
20	RBC	RBC Bearings Incorporated	1.79%	30,151
21	VMC	Vulcan Materials Company	1.78%	41,524
22	EQH	Equitable Holdings, Inc.	1.75%	204,306
23	IT	Gartner, Inc.	1.73%	24,415
24	VIK	Viking Holdings Ltd	1.72%	238,466
25	BURL	Burlington Stores, Inc.	1.72%	46,473
26	AIT	Applied Industrial Technologies, Inc.	1.63%	44,470
27	CVNA	Carvana Co.	1.59%	30,002
28	TW	Tradeweb Markets Inc.	1.57%	67,035
29	DXCM	DexCom, Inc.	1.54%	110,948
30	RDNT	RadNet, Inc.	1.52%	163,194
31	TYL	Tyler Technologies, Inc.	1.51%	16,200
32	MORN	Morningstar, Inc.	1.51%	30,220
33	TSX: RBA	RB Global, Inc.	1.50%	87,702
34	CRS	Carpenter Technology Corporation	1.47%	38,610
35	DASH	DoorDash, Inc.	1.46%	43,203
36	DKNG	DraftKings Inc.	1.42%	243,668
37	PEN	Penumbra, Inc.	1.41%	32,684
38	ADYEY	Adyen N.V.	1.41%	454,328
39	ALL	The Allstate Corporation	1.41%	41,381
40	TOST	Toast, Inc.	1.39%	203,434
41	HLT	Hilton Worldwide Holdings Inc.	1.38%	34,319
42	EME	EMCOR Group, Inc.	1.32%	17,259
43	MNDY	monday.com Ltd.	1.30%	27,005
44	IOT	Samsara Inc.	1.26%	167,357
45	PCOR	Procore Technologies, Inc.	1.23%	112,608
46	SPOT	Spotify Technology S.A.	1.19%	11,042
47	SAIA	Saia, Inc.	1.10%	25,610
48	PHM	PulteGroup, Inc.	1.07%	67,356
49	TEVA	Teva Pharmaceutical Industries Limited	1.01%	373,214
50	RGEN	Repligen Corporation	1.01%	52,688

As of May 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.52%
Cash	0.48%

Sector Breakdown

Sector	% Weight
Information Technology	32.73%
Health Care	17.47%
Industrials	15.86%
Consumer Discretionary	15.66%
Other	6.19%
Communication Services	5.04%
Real Estate	3.65%
Financials	2.09%
Consumer Staples	1.31%

Country Breakdown

Sector	% Weight
United States	80.78%
Canada	6.80%
Luxembourg	3.59%
Other	3.36%
Uruguay	2.50%
Italy	1.64%
Israel	1.33%