| COMPANY |
TICKER |
SHARES |
MARKET VALUE |
WEIGHT |
| TESLA INC |
TSLA |
368,412 |
¤95,477,653.92 |
11.67% |
| KRATOS DEFENSE & SECURITY |
KTOS |
2,787,109 |
¤82,749,266.21 |
10.11% |
| TERADYNE INC |
TER |
755,925 |
¤62,439,405.00 |
7.63% |
| IRIDIUM COMMUNICATIONS INC |
IRDM |
1,682,953 |
¤45,978,275.96 |
5.62% |
| ARCHER AVIATION INC-A |
ACHR |
6,130,183 |
¤43,585,601.13 |
5.33% |
| PALANTIR TECHNOLOGIES INC-A |
PLTR |
508,396 |
¤42,908,622.40 |
5.24% |
| TRIMBLE INC |
TRMB |
563,576 |
¤36,998,764.40 |
4.52% |
| DEERE & CO |
DE |
67,805 |
¤31,824,276.75 |
3.89% |
| ROCKET LAB USA INC |
RKLB |
1,478,083 |
¤26,428,124.04 |
3.23% |
| KOMATSU LTD -SPONS ADR |
KMTUY |
885,562 |
¤25,734,431.72 |
3.15% |
| AMAZON.COM INC |
AMZN |
134,623 |
¤25,613,371.98 |
3.13% |
| AEROVIRONMENT INC |
AVAV |
182,930 |
¤21,803,426.70 |
2.67% |
| ADVANCED MICRO DEVICES |
AMD |
200,365 |
¤20,585,500.10 |
2.52% |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
121,542 |
¤20,175,972.00 |
2.47% |
| BYD CO LTD-UNSPONSORED ADR |
BYDDY |
162,552 |
¤16,471,394.16 |
2.01% |
| AURORA INNOVATION INC |
AUR |
2,349,402 |
¤15,799,728.45 |
1.93% |
| ELBIT SYSTEMS LTD |
ESLT |
40,184 |
¤15,417,797.12 |
1.88% |
| BLADE AIR MOBILITY INC |
BLDE |
5,480,932 |
¤14,962,944.36 |
1.83% |
| UIPATH INC - CLASS A |
PATH |
1,414,557 |
¤14,569,937.10 |
1.78% |
| ALPHABET INC-CL C |
GOOG |
92,912 |
¤14,515,641.76 |
1.77% |
| JOBY AVIATION INC |
JOBY |
2,217,772 |
¤13,350,987.44 |
1.63% |
| NVIDIA CORP |
NVDA |
122,611 |
¤13,288,580.18 |
1.62% |
| CAMECO CORP |
CCJ |
310,821 |
¤12,793,392.36 |
1.56% |
| L3HARRIS TECHNOLOGIES INC |
LHX |
58,202 |
¤12,182,260.62 |
1.49% |
| BWX TECHNOLOGIES INC |
BWXT |
121,764 |
¤12,012,018.60 |
1.47% |
| TELEDYNE TECHNOLOGIES INC |
TDY |
22,339 |
¤11,118,343.69 |
1.36% |
| QUALCOMM INC |
QCOM |
71,214 |
¤10,939,182.54 |
1.34% |
| INTUITIVE SURGICAL INC |
ISRG |
18,957 |
¤9,388,833.39 |
1.15% |
| SYNOPSYS INC |
SNPS |
19,816 |
¤8,498,091.60 |
1.04% |
| SYMBOTIC INC |
SYM UQ |
370,135 |
¤7,480,428.35 |
0.91% |
| CATERPILLAR INC |
CAT |
20,857 |
¤6,878,638.60 |
0.84% |
| OKLO INC |
OKLO |
287,744 |
¤6,223,902.72 |
0.76% |
| MAGNA INTERNATIONAL INC |
MGA |
161,171 |
¤5,478,202.29 |
0.67% |
| 3D SYSTEMS CORP |
DDD |
2,594,925 |
¤5,501,241.00 |
0.67% |
| BAIDU INC - SPON ADR |
BIDU |
44,623 |
¤4,106,654.69 |
0.50% |
| INTUITIVE MACHINES INC |
LUNR |
510,112 |
¤3,800,334.40 |
0.46% |
| ANSYS INC |
ANSS |
272 |
¤86,104.32 |
0.01% |