| 1 | PLTR | Palantir Technologies Inc. | 1.90% |
| 2 | AMD | Advanced Micro Devices, Inc. | 1.83% |
| 3 | NVDA | NVIDIA Corporation | 1.78% |
| 4 | MU | Micron Technology, Inc. | 1.75% |
| 5 | VST | Vistra Corp. | 1.65% |
| 6 | AVGO | Broadcom Inc. | 1.62% |
| 7 | MPWR | Monolithic Power Systems, Inc. | 1.61% |
| 8 | TSLA | Tesla, Inc. | 1.60% |
| 9 | GEV | GE Vernova Inc. | 1.60% |
| 10 | SMCI | Super Micro Computer, Inc. | 1.60% |
| 11 | WDC | Western Digital Corporation | 1.53% |
| 12 | ANET | Arista Networks Inc | 1.47% |
| 13 | MCHP | Microchip Technology Incorporated | 1.45% |
| 14 | DELL | Dell Technologies Inc. | 1.45% |
| 15 | LRCX | Lam Research Corporation | 1.41% |
| 16 | TER | Teradyne, Inc. | 1.40% |
| 17 | ON | ON Semiconductor Corporation | 1.30% |
| 18 | ORCL | Oracle Corporation | 1.30% |
| 19 | KLAC | KLA Corporation | 1.28% |
| 20 | CCL | Carnival Corporation & plc | 1.28% |
| 21 | ALB | Albemarle Corporation | 1.23% |
| 22 | NCLH | Norwegian Cruise Line Holdings Ltd. | 1.22% |
| 23 | KKR | KKR & Co. Inc. | 1.18% |
| 24 | UAL | United Airlines Holdings, Inc. | 1.18% |
| 25 | CEG | Constellation Energy Corporation | 1.16% |
| View SPHB holdings |