| TSLA | TESLA INC | 9.61% | 577,563 | $184.64M | $319.69 |
| AMD | ADVANCED MICRO DEVICES | 6.87% | 244,603 | $132.01M | $539.69 |
| TER | TERADYNE INC | 6.65% | 341,573 | $127.66M | $373.75 |
| SPCX | SPACE EXPLORATION TECHN-CL A | 5.93% | 962,670 | $113.83M | $118.24 |
| KTOS | KRATOS DEFENSE & SECURITY | 5.91% | 2,297,297 | $113.58M | $49.44 |
| GOOG | ALPHABET INC-CL C | 4.53% | 273,177 | $86.96M | $318.34 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | 3.73% | 580,779 | $71.65M | $123.37 |
| DE | DEERE & CO | 3.59% | 113,035 | $68.95M | $610.02 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 3.50% | 161,886 | $67.28M | $415.58 |
| RKLB UQ | ROCKET LAB | 3.41% | 934,420 | $65.40M | $69.99 |
| AMZN | AMAZON.COM INC | 3.22% | 264,229 | $61.74M | $233.66 |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.22% | 206,376 | $61.84M | $299.67 |
| NVDA | NVIDIA CORP | 3.18% | 292,957 | $61.16M | $208.76 |
| AVAV | AEROVIRONMENT INC | 2.86% | 345,543 | $54.85M | $158.73 |
| ACHR | ARCHER AVIATION INC-A | 2.50% | 9,384,690 | $47.96M | $5.11 |
| CAT | CATERPILLAR INC | 2.22% | 47,691 | $42.66M | $894.54 |
| TRMB | TRIMBLE INC | 1.97% | 750,638 | $37.79M | $50.35 |
| KMTUY | KOMATSU LTD -SPONS ADR | 1.90% | 914,185 | $36.39M | $39.81 |
| AVGO | BROADCOM INC | 1.71% | 83,724 | $32.86M | $392.47 |
| ESLT | ELBIT SYSTEMS LTD | 1.70% | 40,413 | $32.68M | $808.60 |
| AUR | AURORA INNOVATION INC | 1.66% | 5,332,896 | $31.94M | $5.99 |
| BWXT | BWX TECHNOLOGIES INC | 1.61% | 175,283 | $30.97M | $176.67 |
| CCJ | CAMECO CORP | 1.56% | 334,377 | $29.87M | $89.33 |
| SYM UQ | SYMBOTIC INC | 1.43% | 675,926 | $27.42M | $40.57 |
| JOBY | JOBY AVIATION INC | 1.34% | 3,412,522 | $25.73M | $7.54 |
| DASH | DOORDASH INC - A | 1.30% | 146,503 | $24.87M | $169.77 |
| LUNR | INTUITIVE MACHINES INC | 1.25% | 1,756,836 | $24.09M | $13.71 |
| ISRG | INTUITIVE SURGICAL INC | 1.20% | 69,276 | $23.00M | $332.02 |
| TDY | TELEDYNE TECHNOLOGIES INC | 1.18% | 34,917 | $22.74M | $651.22 |
| XE | X-ENERGY INC | 1.18% | 1,418,937 | $22.59M | $15.92 |
| WRD | WERIDE INC-ADR | 1.11% | 3,726,484 | $21.28M | $5.71 |
| BIDU | BAIDU INC - SPON ADR | 1.09% | 194,424 | $20.88M | $107.39 |
| OKLO | OKLO INC | 1.07% | 466,931 | $20.54M | $44.00 |
| PONY | PONY AI INC | 1.07% | 2,802,878 | $20.52M | $7.32 |
| BYDDY | BYD CO LTD-UNSPONSORED ADR | 0.98% | 1,695,571 | $18.74M | $11.05 |
| SNPS | SYNOPSYS INC | 0.88% | 45,021 | $16.82M | $373.52 |
| KDK | KODIAK AI INC | 0.86% | 3,861,249 | $16.49M | $4.27 |
| IRDM | IRIDIUM COMMUNICATIONS INC | 0.36% | 145,551 | $6.93M | $47.64 |
| CUSIP:X9USDGSFT | GOLDMAN FS TRSY OBLIG INST 468 | 0.29% | 5,548,268 | $5.55M | $1.00 |
| GOOGL | ALPHABET INC-CL A | 0.27% | 16,120 | $5.12M | $317.69 |
| SRTA | STRATA CRITICAL MEDICAL INC | 0.12% | 466,887 | $2.38M | $5.09 |