Showing 10 of 22 holdingsTop 10 Weight: 79.23%
| # | Ticker | Name | Industry | Weight | Allocation |
|---|
| 1 | MU | Micron Technology, Inc. | Information Technology | 12.66% | |
| 2 | PLTR | Palantir Technologies Inc. | Information Technology | 11.41% | |
| 3 | AMD | Advanced Micro Devices Inc. | Information Technology | 8.33% | |
| 4 | SCHW | Charles Schwab Corp. | Financials | 8.21% | |
| 5 | APH | Amphenol Corp. Class A | Information Technology | 8.02% | |
| 6 | CIEN | Ciena | Information Technology | 7.85% | |
| 7 | APP | AppLovin Corp. Com Cl A | Information Technology | 7.74% | |
| 8 | COF | Capital One Financial Corp | Financials | 5.57% | |
| 9 | FIX | Comfort Systems Usa Inc_None_0 | Industrials | 5.19% | |
| 10 | HL | Hecla Mining Co | Materials | 4.25% | |
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