| 1 | NVDA | NVIDIA Corporation | 3.09% |
| 2 | ANET | Arista Networks Inc | 3.03% |
| 3 | SMCI | Super Micro Computer, Inc. | 2.65% |
| 4 | UBER | Uber Technologies, Inc. | 2.60% |
| 5 | UAL | United Airlines Holdings, Inc. | 2.50% |
| 6 | DAL | Delta Air Lines, Inc. | 2.46% |
| 7 | RCL | Royal Caribbean Cruises Ltd. | 2.45% |
| 8 | EXPE | Expedia Group, Inc. | 2.42% |
| 9 | MPWR | Monolithic Power Systems, Inc. | 2.32% |
| 10 | HST | Host Hotels & Resorts, Inc. | 2.25% |
| 11 | URI | United Rentals, Inc. | 1.73% |
| 12 | ABNB | Airbnb, Inc. | 1.71% |
| 13 | BKR | Baker Hughes Company | 1.64% |
| 14 | ACGL | Arch Capital Group Ltd. | 1.57% |
| 15 | SYY | Sysco Corporation | 1.56% |
| 16 | FSLR | First Solar, Inc. | 1.56% |
| 17 | PHM | PulteGroup, Inc. | 1.55% |
| 18 | GM | General Motors Company | 1.54% |
| 19 | APTV | Aptiv PLC | 1.43% |
| 20 | CMI | Cummins Inc. | 1.41% |
| 21 | KLAC | KLA Corporation | 1.39% |
| 22 | GOOG | Alphabet Inc. | 1.37% |
| 23 | DECK | Deckers Outdoor Corporation | 1.35% |
| 24 | FTNT | Fortinet, Inc. | 1.34% |
| 25 | ALL | The Allstate Corporation | 1.33% |
| View SPGP holdings |