WENRX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	APP	AppLovin Corporation	3.56%	72,953
2	PLTR	Palantir Technologies Inc.	3.50%	225,070
3	RBLX	Roblox Corporation	2.85%	265,762
4	LYV	Live Nation Entertainment, Inc.	2.63%	109,158
5	TSX: WCN	Waste Connections, Inc.	2.29%	63,620
6	VST	Vistra Corp.	2.23%	102,918
7	AXON	Axon Enterprise, Inc.	2.21%	22,861
8	HOOD	Robinhood Markets, Inc.	2.21%	288,467
9	NTRA	Natera, Inc.	2.17%	83,373
10	MPWR	Monolithic Power Systems, Inc.	2.12%	19,878
11	TW	Tradeweb Markets Inc.	2.12%	77,643
12	ROL	Rollins, Inc.	2.10%	211,402
13	BURL	Burlington Stores, Inc.	2.08%	47,319
14	MELI	MercadoLibre, Inc.	2.04%	5,676
15	EQH	Equitable Holdings, Inc.	2.00%	208,026
16	TKO	TKO Group Holdings, Inc.	1.95%	69,364
17	IT	Gartner, Inc.	1.92%	24,860
18	AIT	Applied Industrial Technologies, Inc.	1.88%	45,280
19	RBC	RBC Bearings Incorporated	1.82%	30,700
20	VMC	Vulcan Materials Company	1.82%	42,280
21	ALNY	Alnylam Pharmaceuticals, Inc.	1.79%	35,969
22	TYL	Tyler Technologies, Inc.	1.77%	16,494
23	NTDOY	Nintendo Co., Ltd.	1.76%	557,143
24	DKNG	DraftKings Inc.	1.76%	287,636
25	DASH	DoorDash, Inc.	1.74%	51,587
26	MORN	Morningstar, Inc.	1.70%	30,771
27	SAIA	Saia, Inc.	1.68%	26,077
28	VRT	Vertiv Holdings Co	1.66%	124,886
29	TSX: RBA	RB Global, Inc.	1.65%	89,299
30	PEN	Penumbra, Inc.	1.64%	33,279
31	ALL	The Allstate Corporation	1.61%	42,135
32	HLT	Hilton Worldwide Holdings Inc.	1.46%	34,944
33	DXCM	DexCom, Inc.	1.42%	112,968
34	PCOR	Procore Technologies, Inc.	1.39%	114,658
35	CW	Curtiss-Wright Corporation	1.38%	23,659
36	INSP	Inspire Medical Systems, Inc.	1.33%	45,470
37	CRS	Carpenter Technology Corporation	1.31%	39,313
38	ADYEY	Adyen N.V.	1.30%	462,599
39	PHM	PulteGroup, Inc.	1.30%	68,583
40	TOST	Toast, Inc.	1.27%	207,138
41	VIK	Viking Holdings Ltd	1.27%	172,782
42	RGEN	Repligen Corporation	1.26%	53,648
43	RDNT	RadNet, Inc.	1.24%	135,855
44	MNDY	monday.com Ltd.	1.23%	27,497
45	IOT	Samsara Inc.	1.20%	170,404
46	SITE	SiteOne Landscape Supply, Inc.	1.20%	53,764
47	CVNA	Carvana Co.	1.18%	30,549
48	TDY	Teledyne Technologies Incorporated	1.14%	12,442
49	SPOT	Spotify Technology S.A.	1.14%	11,242
50	NET	Cloudflare, Inc.	1.14%	54,861

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.31%
Cash	0.69%

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%