| COMPANY |
TICKER |
SHARES |
MARKET VALUE |
WEIGHT |
| TESLA INC |
TSLA |
423,739 |
¤143,448,363.67 |
11.16% |
| KRATOS DEFENSE & SECURITY |
KTOS |
1,871,815 |
¤119,028,715.85 |
9.26% |
| TERADYNE INC |
TER |
854,362 |
¤101,899,755.74 |
7.93% |
| PALANTIR TECHNOLOGIES INC-A |
PLTR |
515,165 |
¤80,437,863.10 |
6.26% |
| ROCKET LAB |
RKLB |
1,511,317 |
¤64,971,517.83 |
5.05% |
| ARCHER AVIATION INC-A |
ACHR |
7,217,829 |
¤60,990,655.05 |
4.74% |
| AEROVIRONMENT INC |
AVAV |
235,614 |
¤53,427,830.64 |
4.16% |
| ADVANCED MICRO DEVICES |
AMD |
318,621 |
¤51,549,691.59 |
4.01% |
| IRIDIUM COMMUNICATIONS INC |
IRDM |
1,990,067 |
¤48,995,449.54 |
3.81% |
| TRIMBLE INC |
TRMB |
609,216 |
¤48,560,607.36 |
3.78% |
| AMAZON.COM INC |
AMZN |
177,467 |
¤41,825,422.56 |
3.25% |
| DEERE & CO |
DE |
84,238 |
¤40,004,626.20 |
3.11% |
| NVIDIA CORP |
NVDA |
195,565 |
¤33,570,687.90 |
2.61% |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
131,382 |
¤30,902,360.22 |
2.40% |
| L3HARRIS TECHNOLOGIES INC |
LHX |
101,643 |
¤27,625,550.97 |
2.15% |
| KOMATSU LTD -SPONS ADR |
KMTUY |
741,949 |
¤25,307,880.39 |
1.97% |
| BWX TECHNOLOGIES INC |
BWXT |
149,401 |
¤24,470,389.79 |
1.90% |
| ALPHABET INC-CL C |
GOOG |
100,432 |
¤23,366,509.12 |
1.82% |
| JOBY AVIATION INC |
JOBY |
1,712,053 |
¤22,427,894.30 |
1.74% |
| AURORA INNOVATION INC |
AUR |
3,962,550 |
¤22,150,654.50 |
1.72% |
| SYMBOTIC INC |
SYM UQ |
479,963 |
¤21,703,926.86 |
1.69% |
| CAMECO CORP |
CCJ |
278,361 |
¤21,241,727.91 |
1.65% |
| ELBIT SYSTEMS LTD |
ESLT |
35,870 |
¤17,201,099.80 |
1.34% |
| STRATA CRITICAL MEDICAL INC |
SRTA |
3,905,053 |
¤16,323,121.54 |
1.27% |
| BAIDU INC - SPON ADR |
BIDU |
146,197 |
¤14,358,007.37 |
1.12% |
| OKLO INC |
OKLO |
205,511 |
¤14,305,620.71 |
1.11% |
| BYD CO LTD-UNSPONSORED ADR |
BYDDY |
1,054,287 |
¤14,032,559.97 |
1.09% |
| TELEDYNE TECHNOLOGIES INC |
TDY |
24,139 |
¤13,204,033.00 |
1.03% |
| INTUITIVE MACHINES INC |
LUNR |
1,527,501 |
¤12,861,558.42 |
1.00% |
| SYNOPSYS INC |
SNPS |
21,416 |
¤12,891,575.36 |
1.00% |
| CATERPILLAR INC |
CAT |
30,136 |
¤12,663,749.92 |
0.99% |
| PONY AI INC |
PONY |
919,595 |
¤12,524,883.90 |
0.97% |
| DOORDASH INC - A |
DASH |
49,948 |
¤12,426,063.44 |
0.97% |
| QUALCOMM INC |
QCOM |
76,976 |
¤12,293,836.96 |
0.96% |
| INTUITIVE SURGICAL INC |
ISRG |
25,697 |
¤11,679,800.44 |
0.91% |