Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lam Research | 4.09% | $86.07M | $294.19B | 173.89% | 77 Outperform | |
| Amphenol | 4.00% | $84.23M | $182.62B | 111.62% | 78 Outperform | |
| Alphabet Class A | 3.94% | $82.84M | $3.66T | 63.72% | 85 Outperform | |
| KLA | 3.14% | $66.07M | $192.71B | 91.07% | 77 Outperform | |
| Nvidia | 3.00% | $63.21M | $4.49T | 35.01% | 76 Outperform | |
| Booking Holdings | 2.76% | $58.13M | $133.45B | -16.45% | 63 Neutral | |
| Mastercard | 2.61% | $55.01M | $465.46B | -7.13% | 75 Outperform | |
| Eli Lilly & Co | 2.60% | $54.76M | $977.37B | 17.70% | 72 Outperform | |
| Ralph Lauren | 2.30% | $48.47M | $22.44B | 31.99% | 78 Outperform | |
| Arista Networks | 2.24% | $47.06M | $179.55B | 34.28% | 83 Outperform |