CIK: 0001547349
Total reported value
$492.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 17.33% | +0.64% | — | |
| 2 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 11.79% | — | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 11.68% | — | — | |
| 4 | WGO | Winnebago Industries | Stock-Other | 11.20% | — | — | |
| 5 | HTHT | H World Group Ltd-adr | Stock-Other | 11.05% | — | — | |
| 6 | NTES | Netease Inc-adr | Stock-Comm Services | 7.54% | — | — | |
| 7 | AKX | Ansys INC | Stock-Other | 6.93% | — | — | |
| 8 | CLS | Celestica INC | Stock-Tech | 4.60% | +2.16% | — | |
| 9 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 4.09% | — | — | |
| 10 | SNPS | Synopsys INC | Stock-Tech | 4.08% | — | — | |
| 11 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 3.87% | — | — | |
| 12 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 3.54% | — | — | |
| 13 | NVT | nVent Electric plc | Stock-Industrials | 2.31% | — | — |