CIK: 0001755987
Total reported value
$1.0B
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | Stock-Consumer Disc | 2.27% | +0.64% | NEW | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.23% | -2.63% | +77.81% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 0.97% | — | +671.76% | |
| 4 | GWRE | Guidewire Software INC | Stock-Tech | 0.81% | — | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.78% | EXIT | |
| 6 | LNG | Cheniere Energy INC | Stock-Energy | 0.80% | — | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 0.77% | — | — | |
| 8 | CSCO | Cisco Systems INC | Stock-Tech | 0.77% | +0.35% | — | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 0.73% | — | +41.31% | |
| 10 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.72% | — | — | |
| 11 | COIN | Coinbase Global INC -class A | Stock-Financials | 0.71% | — | +159.18% | |
| 12 | FTV | Fortive CORP | Stock-Tech | 0.70% | — | +916.81% | |
| 13 | MU | Micron Technology INC | Stock-Tech | 0.69% | +1.03% | — | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 0.67% | — | +764.35% | |
| 15 | HIG | Hartford Insurance Group INC | Stock-Financials | 0.64% | — | — | |
| 16 | DBX | Dropbox Inc-class A | Stock-Tech | 0.64% | — | +150.15% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.62% | — | — | |
| 18 | MO | Altria Group INC | Stock-Consumer Staples | 0.62% | — | +4.37% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | — | — | |
| 21 | TFX | Teleflex INC | Stock-Healthcare | 0.59% | — | — | |
| 22 | BR | Broadridge Financial Solutio | Stock-Tech | 0.59% | — | +224.10% | |
| 23 | FICO | Fair Isaac CORP | Stock-Tech | 0.59% | — | +342.80% | |
| 24 | STE | STERIS plc | Stock-Healthcare | 0.59% | — | +448.33% | |
| 25 | CNC | Centene CORP | Stock-Healthcare | 0.58% | — | — | |
| 26 | FERG | Ferguson Enterprises INC | Stock-Industrials | 0.57% | — | — | |
| 27 | CRM | Salesforce INC | Stock-Tech | 0.56% | — | +111.69% | |
| 28 | CAG | Conagra Brands INC | Stock-Consumer Staples | 0.56% | — | — | |
| 29 | ETR | Entergy CORP | Stock-Utilities | 0.55% | — | — | |
| 30 | USB | US Bancorp | Stock-Financials | 0.54% | — | +107.60% | |
| 31 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.52% | — | +96.97% | |
| 32 | ROST | Ross Stores INC | Stock-Consumer Disc | 0.51% | — | — | |
| 33 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.51% | — | -26.97% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | — | — | |
| 35 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.48% | — | -10.77% | |
| 36 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.47% | — | +839.26% | |
| 37 | BRBR | Bellring Brands INC | Stock-Consumer Staples | 0.47% | — | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | — | +223.38% | |
| 39 | ZS | Zscaler INC | Stock-Tech | 0.47% | — | +407.91% | |
| 40 | HXL | Hexcel CORP | Stock-Industrials | 0.47% | — | +147.05% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | — | +373.47% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.46% | — | +89.81% | |
| 43 | MDB | Mongodb INC | Stock-Tech | 0.46% | — | — | |
| 44 | NEE | Nextera Energy INC | Stock-Utilities | 0.46% | — | +317.46% | |
| 45 | MTD | Mettler-toledo International | Stock-Healthcare | 0.45% | — | -20.41% | |
| 46 | EFX | Equifax INC | Stock-Industrials | 0.45% | — | — | |
| 47 | XYL | Xylem INC | Stock-Industrials | 0.45% | — | +85.53% | |
| 48 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.45% | — | +364.45% | |
| 49 | TRU | Transunion | Stock-Financials | 0.43% | — | +183.92% | |
| 50 | EXE | Expand Energy CORP | Stock-Energy | 0.43% | — | +727.00% |