CIK: 0001846445
Total reported value
$50.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GH | Guardant Health INC | Stock-Healthcare | 3.65% | — | — | |
| 2 | PYPL | Paypal Holdings INC | Stock-Financials | 3.01% | — | — | |
| 3 | PODD | Insulet CORP | Stock-Healthcare | 2.80% | — | — | |
| 4 | XYZ | Block INC | Stock-Financials | 2.43% | — | — | |
| 5 | ABMDEUR | Abiomed INC | Stock-Other | 2.10% | — | — | |
| 6 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 2.04% | — | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | — | — | |
| 8 | SPLKCHF | Splunk INC | Stock-Other | 1.84% | — | — | |
| 9 | TDOC | Teladoc Health INC | Stock-Healthcare | 1.80% | — | — | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | — | — | |
| 11 | GPN | Global Payments INC | Stock-Industrials | 1.72% | — | — | |
| 12 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 1.69% | — | — | |
| 13 | SEDG | Solaredge Technologies INC | Stock-Tech | 1.66% | — | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.64% | — | — | |
| 15 | FTNT | Fortinet INC | Stock-Tech | 1.60% | — | — | |
| 16 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.60% | — | — | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.56% | — | — | |
| 18 | EVBGEUR | Everbridge INC | Stock-Other | 1.56% | — | — | |
| 19 | NIO | Nio INC - Adr | Stock-Consumer Disc | 1.52% | — | — | |
| 20 | ALRM | Alarm.com Holdings INC | Stock-Other | 1.49% | — | — | |
| 21 | ACAD | Acadia Pharmaceuticals INC | Stock-Healthcare | 1.46% | — | — | |
| 22 | BKIEUR | Black Knight INC | Stock-Other | 1.45% | — | — | |
| 23 | RUN | Sunrun INC | Stock-Tech | 1.44% | — | — | |
| 24 | GWRE | Guidewire Software INC | Stock-Tech | 1.39% | — | — | |
| 25 | MU | Micron Technology INC | Stock-Tech | 1.38% | — | — | |
| 26 | INTU | Intuit INC | Stock-Tech | 1.37% | — | — | |
| 27 | TWLO | Twilio INC - A | Stock-Tech | 1.36% | — | — | |
| 28 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.34% | — | — | |
| 29 | TSLA | Tesla INC | Stock-Consumer Disc | 1.29% | — | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.26% | — | — | |
| 31 | SWAVUSD | Shockwave Medical INC | Stock-Other | 1.25% | — | — | |
| 32 | PANW | Palo Alto Networks INC | Stock-Tech | 1.23% | — | — | |
| 33 | TDY | Teledyne Technologies INC | Stock-Tech | 1.21% | — | — | |
| 34 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.20% | — | — | |
| 35 | NBIX | Neurocrine Biosciences INC | Stock-Healthcare | 1.20% | — | — | |
| 36 | A | Agilent Technologies INC | Stock-Healthcare | 1.18% | — | — | |
| 37 | MRNA | Moderna INC | Stock-Healthcare | 1.16% | — | — | |
| 38 | XLNXEUR | Xilinx INC | Stock-Other | 1.15% | — | — | |
| 39 | NET | Cloudflare INC - Class A | Stock-Tech | 1.14% | — | — | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.13% | — | — | |
| 41 | FISV | Fiserv INC | Stock-Other | 1.10% | — | — | |
| 42 | BR | Broadridge Financial Solutio | Stock-Tech | 1.10% | — | — | |
| 43 | SPWRQ | Sunpower CORP | Stock-Other | 1.09% | — | — | |
| 44 | TRMB | Trimble INC | Stock-Tech | 1.08% | — | — | |
| 45 | OKTA | Okta INC | Stock-Tech | 1.08% | — | — | |
| 46 | ENPH | Enphase Energy INC | Stock-Tech | 1.07% | — | — | |
| 47 | RGNX | Regenxbio INC | Stock-Other | 1.06% | — | — | |
| 48 | FATE | Fate Therapeutics INC | Stock-Other | 1.04% | — | — | |
| 49 | EXEL | Exelixis INC | Stock-Healthcare | 1.01% | — | — | |
| 50 | TER | Teradyne INC | Stock-Tech | 1.01% | — | — |