| 1 | SMCI | Super Micro Computer, Inc. | 2.98% |
| 2 | NVDA | NVIDIA Corporation | 2.84% |
| 3 | UBER | Uber Technologies, Inc. | 2.62% |
| 4 | RCL | Royal Caribbean Cruises Ltd. | 2.36% |
| 5 | ANET | Arista Networks Inc | 2.27% |
| 6 | DAL | Delta Air Lines, Inc. | 2.24% |
| 7 | HST | Host Hotels & Resorts, Inc. | 2.15% |
| 8 | UAL | United Airlines Holdings, Inc. | 2.06% |
| 9 | MPWR | Monolithic Power Systems, Inc. | 2.01% |
| 10 | ABNB | Airbnb, Inc. | 1.98% |
| 11 | EXPE | Expedia Group, Inc. | 1.98% |
| 12 | FTNT | Fortinet, Inc. | 1.76% |
| 13 | ACGL | Arch Capital Group Ltd. | 1.67% |
| 14 | SYY | Sysco Corporation | 1.51% |
| 15 | URI | United Rentals, Inc. | 1.45% |
| 16 | PAYC | Paycom Software, Inc. | 1.44% |
| 17 | DECK | Deckers Outdoor Corporation | 1.37% |
| 18 | CMG | Chipotle Mexican Grill, Inc. | 1.36% |
| 19 | PGR | The Progressive Corporation | 1.35% |
| 20 | DRI | Darden Restaurants, Inc. | 1.35% |
| 21 | BKR | Baker Hughes Company | 1.32% |
| 22 | PHM | PulteGroup, Inc. | 1.32% |
| 23 | LULU | lululemon athletica inc. | 1.32% |
| 24 | GM | General Motors Company | 1.31% |
| 25 | ALL | The Allstate Corporation | 1.30% |
| View SPGP holdings |