CIK: 0001819697
Total reported value
$1.8B
Showing top 200 holdings (of 1039 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HON | Honeywell International INC | Stock-Industrials | 0.52% | — | +474.09% | |
| 2 | CHGG | Chegg INC | Stock-Consumer Staples | 0.52% | — | +1059.77% | |
| 3 | IP | International Paper Co | Stock-Consumer Disc | 0.52% | — | +526.08% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | — | +187.49% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 0.52% | — | — | |
| 6 | ANETEUR | Arista Networks INC | Stock-Other | 0.52% | — | +807.03% | |
| 7 | AME | Ametek INC | Stock-Industrials | 0.52% | — | +21.64% | |
| 8 | TXT | Textron INC | Stock-Industrials | 0.51% | — | +16.35% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 0.51% | — | +139.39% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | — | — | |
| 11 | NEWREUR | New Relic INC | Stock-Other | 0.51% | — | +40.32% | |
| 12 | TWLO | Twilio INC - A | Stock-Tech | 0.51% | — | +92.25% | |
| 13 | ZBH | Zimmer Biomet Holdings INC | Stock-Healthcare | 0.51% | — | +271.74% | |
| 14 | MRVL | Marvell Technology INC | Stock-Tech | 0.51% | +0.53% | NEW | |
| 15 | NET | Cloudflare INC - Class A | Stock-Tech | 0.51% | — | +352.12% | |
| 16 | CSGP | Costar Group INC | Stock-Real Estate | 0.51% | — | — | |
| 17 | TFX | Teleflex INC | Stock-Healthcare | 0.51% | — | +477.28% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.43% | +13.96% | |
| 19 | VRNS | Varonis Systems INC | Stock-Tech | 0.50% | — | — | |
| 20 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.50% | — | — | |
| 21 | SLB | Slb LTD | Stock-Energy | 0.49% | — | +86.41% | |
| 22 | MOS | Mosaic Co/the | Stock-Materials | 0.48% | — | +359.00% | |
| 23 | DISCAUSD | Discovery INC - A | Stock-Other | 0.48% | — | +150.19% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 0.48% | -0.91% | EXIT | |
| 25 | COR | Cencora INC | Stock-Healthcare | 0.47% | — | +84.11% | |
| 26 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.47% | — | +1017.38% | |
| 27 | HES | Hess CORP | Stock-Other | 0.46% | — | +144.39% | |
| 28 | XYL | Xylem INC | Stock-Industrials | 0.45% | — | — | |
| 29 | BOOT | Boot Barn Holdings INC | Stock-Consumer Disc | 0.45% | — | +55.74% | |
| 30 | P | Everpure Inc-a | Stock-Tech | 0.44% | — | +282.95% | |
| 31 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.44% | — | +228.10% | |
| 32 | TEAM | Atlassian Corporation | Stock-Tech | 0.44% | — | +158.86% | |
| 33 | OSK | Oshkosh CORP | Stock-Industrials | 0.43% | — | +101.08% | |
| 34 | CHRW | C.h. Robinson Worldwide INC | Stock-Industrials | 0.42% | — | +7.58% | |
| 35 | OWL | Blue Owl Capital INC | Stock-Financials | 0.41% | — | — | |
| 36 | SFIX | Stitch Fix Inc-class A | Stock-Other | 0.41% | — | +347.34% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | — | -8.27% | |
| 38 | EBAY | Ebay INC | Stock-Consumer Disc | 0.41% | — | — | |
| 39 | RVLV | Revolve Group INC | Stock-Other | 0.40% | — | +67.52% | |
| 40 | TRI | Thomson Reuters Corporation | Stock-Industrials | 0.40% | — | +690.62% | |
| 41 | GIS | General Mills INC | Stock-Consumer Staples | 0.40% | — | -12.09% | |
| 42 | HPQ | Hp INC | Stock-Tech | 0.40% | — | +80.39% | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.39% | — | — | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.38% | — | — | |
| 45 | ACI | Albertsons Cos INC - Class A | Stock-Consumer Staples | 0.37% | — | +298.57% | |
| 46 | ✓ | Laboratory CORP Amer Hldgs | Stock-Other | 0.36% | — | +5.26% | |
| 47 | COTY | Coty Inc-cl A | Stock-Other | 0.36% | — | +680.43% | |
| 48 | VRMUSD | Vroom INC | Stock-Other | 0.35% | — | +859.10% | |
| 49 | CBSH | Commerce Bancshares INC | Stock-Financials | 0.35% | — | +16.70% | |
| 50 | DBX | Dropbox Inc-class A | Stock-Tech | 0.35% | — | +326.29% |