| NVDA |
NVIDIA Corporation |
2.93T |
4.28% |
|
|
|
|
|
119.43 |
5.35% |
48.67% |
26.30% |
|---|
| RCL |
Royal Caribbean Cruises Ltd. |
44.37B |
2.84% |
|
|
|
|
|
172.36 |
2.26% |
45.10% |
40.39% |
|---|
| ANET |
Arista Networks, Inc. |
119.21B |
2.80% |
|
|
|
|
|
379.46 |
4.91% |
36.50% |
17.48% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
44.69B |
2.71% |
|
|
|
|
|
916.60 |
6.50% |
45.18% |
38.77% |
|---|
| TRGP |
Targa Resources Corp. |
33.31B |
2.59% |
|
|
|
|
|
152.05 |
-0.09% |
31.79% |
58.96% |
|---|
| KKR |
KKR & Co. Inc. |
117.98B |
2.48% |
|
|
|
|
|
132.94 |
2.85% |
34.18% |
44.15% |
|---|
| PHM |
PulteGroup, Inc. |
29.94B |
2.34% |
|
|
|
|
|
144.25 |
2.31% |
34.60% |
37.57% |
|---|
| UBER |
Uber Technologies, Inc. |
159.14B |
2.30% |
|
|
|
|
|
75.75 |
3.05% |
39.02% |
25.68% |
|---|
| BKNG |
Booking Holdings Inc. |
135.83B |
2.28% |
|
|
|
|
|
4,051.59 |
0.58% |
23.70% |
44.67% |
|---|
| DHI |
D.R. Horton, Inc. |
64.16B |
2.22% |
|
|
|
|
|
196.79 |
1.34% |
31.81% |
34.93% |
|---|
| META |
Meta Platforms, Inc. |
1.41T |
2.19% |
|
|
|
|
|
556.51 |
3.45% |
32.63% |
19.40% |
|---|
| KLAC |
KLA Corporation |
104.07B |
2.17% |
|
|
|
|
|
774.22 |
5.91% |
40.62% |
42.10% |
|---|
| ACGL |
Arch Capital Group Ltd. |
42.08B |
2.01% |
|
|
|
|
|
111.89 |
-1.02% |
25.70% |
32.95% |
|---|
| BLDR |
Builders FirstSource, Inc. |
23.42B |
1.98% |
|
|
|
|
|
201.13 |
3.40% |
40.61% |
22.70% |
|---|
| NOW |
ServiceNow, Inc. |
187.67B |
1.88% |
|
|
|
|
|
911.01 |
2.32% |
32.53% |
37.48% |
|---|
| PANW |
Palo Alto Networks, Inc. |
108.95B |
1.85% |
|
|
|
|
|
334.60 |
1.47% |
33.67% |
16.57% |
|---|
| HLT |
Hilton Worldwide Holdings Inc. |
55.46B |
1.83% |
|
|
|
|
|
225.07 |
1.85% |
23.90% |
19.46% |
|---|
| LYV |
Live Nation Entertainment, Inc. |
24.02B |
1.80% |
|
|
|
|
|
104.28 |
1.44% |
31.77% |
27.14% |
|---|
| MAR |
Marriott International, Inc. |
69.09B |
1.80% |
|
|
|
|
|
245.43 |
2.80% |
23.87% |
17.00% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
69.16B |
1.75% |
|
|
|
|
|
282.14 |
5.62% |
41.92% |
21.72% |
|---|
| DECK |
Deckers Outdoor Corporation |
23.88B |
1.75% |
|
|
|
|
|
156.61 |
-0.39% |
44.14% |
53.44% |
|---|
| URI |
United Rentals, Inc. |
52.37B |
1.72% |
|
|
|
|
|
791.81 |
2.40% |
39.91% |
31.55% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
256.40B |
1.71% |
|
|
|
|
|
158.42 |
6.83% |
47.04% |
40.83% |
|---|
| AXON |
Axon Enterprise, Inc. |
29.46B |
1.65% |
|
|
|
|
|
389.77 |
1.77% |
27.13% |
19.04% |
|---|
| FANG |
Diamondback Energy, Inc. |
54.06B |
1.59% |
|
|
|
|
|
182.84 |
2.65% |
29.89% |
66.06% |
|---|
| NVR |
NVR, Inc. |
29.59B |
1.58% |
|
|
|
|
|
9,613.62 |
1.60% |
N/A |
N/A |
|---|
| CMG |
Chipotle Mexican Grill, Inc. |
78.98B |
1.49% |
|
|
|
|
|
57.67 |
1.30% |
33.77% |
52.08% |
|---|
| AMAT |
Applied Materials, Inc. |
162.12B |
1.49% |
|
|
|
|
|
196.65 |
5.65% |
43.52% |
44.31% |
|---|
| CE |
Celanese Corporation |
14.22B |
1.48% |
|
|
|
|
|
130.17 |
3.01% |
26.18% |
31.54% |
|---|
| AVGO |
Broadcom Inc. |
793.25B |
1.44% |
|
|
|
|
|
169.84 |
5.40% |
42.11% |
39.13% |
|---|
| CPRT |
Copart, Inc. |
50.02B |
1.42% |
|
|
|
|
|
51.98 |
1.92% |
26.22% |
38.87% |
|---|
| VST |
Vistra Corp. |
31.53B |
1.41% |
|
|
|
|
|
91.79 |
0.65% |
50.31% |
56.31% |
|---|
| INTU |
Intuit Inc. |
184.21B |
1.40% |
|
|
|
|
|
657.20 |
3.81% |
30.39% |
22.19% |
|---|
| TSLA |
Tesla, Inc. |
775.18B |
1.38% |
|
|
|
|
|
242.65 |
6.80% |
68.17% |
76.60% |
|---|
| FTNT |
Fortinet, Inc. |
57.93B |
1.36% |
|
|
|
|
|
75.74 |
1.42% |
29.19% |
16.19% |
|---|
| EXPE |
Expedia Group, Inc. |
17.83B |
1.31% |
|
|
|
|
|
143.00 |
2.40% |
34.20% |
20.45% |
|---|
| LLY |
Eli Lilly and Company |
866.06B |
1.30% |
|
|
|
|
|
911.24 |
0.69% |
32.30% |
17.67% |
|---|
| ORCL |
Oracle Corporation |
461.53B |
1.28% |
|
|
|
|
|
166.56 |
1.23% |
25.05% |
14.23% |
|---|
| AMZN |
Amazon.com, Inc. |
1.99T |
1.27% |
|
|
|
|
|
189.19 |
1.48% |
27.95% |
15.90% |
|---|
| FICO |
Fair Isaac Corporation |
47.38B |
1.26% |
|
|
|
|
|
1,932.61 |
1.70% |
31.36% |
29.67% |
|---|
| TYL |
Tyler Technologies, Inc. |
24.66B |
1.22% |
|
|
|
|
|
577.86 |
-0.28% |
24.99% |
27.50% |
|---|
| NFLX |
Netflix, Inc. |
302.39B |
1.22% |
|
|
|
|
|
704.59 |
2.05% |
45.46% |
68.40% |
|---|
| FTV |
Fortive Corporation |
27.18B |
1.15% |
|
|
|
|
|
77.58 |
2.46% |
44.47% |
36.63% |
|---|
| LRCX |
Lam Research Corporation |
103.41B |
1.14% |
|
|
|
|
|
796.24 |
5.34% |
45.18% |
60.70% |
|---|
| CPAY |
Corpay, Inc. |
21.63B |
1.14% |
|
|
|
|
|
311.54 |
1.24% |
29.95% |
44.70% |
|---|
| MSFT |
Microsoft Corporation |
3.26T |
1.13% |
|
|
|
|
|
438.60 |
1.81% |
21.85% |
18.47% |
|---|
| NCLH |
Norwegian Cruise Line Holdings Ltd. |
8.84B |
1.11% |
|
|
|
|
|
20.11 |
1.34% |
66.58% |
39.71% |
|---|
| ADBE |
Adobe Inc. |
232.16B |
1.07% |
|
|
|
|
|
523.59 |
3.04% |
29.43% |
10.10% |
|---|
| APA |
APA Corporation |
9.47B |
1.07% |
|
|
|
|
|
25.61 |
1.97% |
45.87% |
79.78% |
|---|
| ROST |
Ross Stores, Inc. |
51.05B |
1.07% |
|
|
|
|
|
153.88 |
2.09% |
20.47% |
15.89% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
77.13B |
1.06% |
|
|
|
|
|
281.69 |
4.45% |
36.70% |
62.37% |
|---|
| HES |
Hess Corporation |
41.33B |
0.98% |
|
|
|
|
|
134.13 |
2.08% |
23.71% |
30.85% |
|---|
| SMCI |
Super Micro Computer, Inc. |
25.69B |
0.97% |
|
|
|
|
|
438.73 |
0.42% |
70.00% |
22.75% |
|---|
| TDG |
TransDigm Group Incorporated |
78.33B |
0.97% |
|
|
|
|
|
1,395.98 |
1.62% |
26.73% |
46.44% |
|---|
| CRM |
Salesforce, Inc. |
253.80B |
0.96% |
|
|
|
|
|
265.49 |
5.17% |
28.88% |
17.00% |
|---|
| ODFL |
Old Dominion Freight Line, Inc. |
43.85B |
0.93% |
|
|
|
|
|
204.63 |
4.00% |
31.98% |
25.32% |
|---|
| WYNN |
Wynn Resorts, Limited |
8.93B |
0.90% |
|
|
|
|
|
80.43 |
2.09% |
33.02% |
39.01% |
|---|
| GOOGL |
Alphabet Inc. |
2.01T |
0.88% |
|
|
|
|
|
162.84 |
1.90% |
27.45% |
26.67% |
|---|
| SNPS |
Synopsys, Inc. |
79.28B |
0.87% |
|
|
|
|
|
516.09 |
4.06% |
36.37% |
34.66% |
|---|
| IT |
Gartner, Inc. |
39.52B |
0.82% |
|
|
|
|
|
512.84 |
1.25% |
23.41% |
47.47% |
|---|
| AAPL |
Apple Inc. |
3.48T |
0.81% |
|
|
|
|
|
229.19 |
3.85% |
24.86% |
30.14% |
|---|
| WST |
West Pharmaceutical Services, Inc. |
22.97B |
0.79% |
|
|
|
|
|
316.58 |
2.39% |
31.58% |
50.02% |
|---|
| GDDY |
GoDaddy Inc. |
22.49B |
0.77% |
|
|
|
|
|
159.51 |
3.39% |
26.23% |
29.17% |
|---|
| LULU |
Lululemon Athletica Inc. |
32.27B |
0.77% |
|
|
|
|
|
274.28 |
1.51% |
39.05% |
38.59% |
|---|
| GOOG |
Alphabet Inc. |
2.01T |
0.75% |
|
|
|
|
|
164.00 |
1.98% |
27.18% |
28.55% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.07% |
|
|
|
|
|
|
|
|
|
|---|