| COMPANY |
TICKER |
SHARES |
MARKET VALUE |
WEIGHT |
| TESLA INC |
TSLA |
450,718 |
¤199,487,786.80 |
11.84% |
| KRATOS DEFENSE & SECURITY |
KTOS |
1,587,037 |
¤143,817,292.94 |
8.53% |
| TERADYNE INC |
TER |
908,745 |
¤130,250,420.85 |
7.73% |
| PALANTIR TECHNOLOGIES INC-A |
PLTR |
547,958 |
¤99,459,856.58 |
5.90% |
| AEROVIRONMENT INC |
AVAV |
250,093 |
¤94,330,077.74 |
5.60% |
| ROCKET LAB |
RKLB |
1,444,428 |
¤94,465,591.20 |
5.60% |
| ARCHER AVIATION INC-A |
ACHR |
7,677,390 |
¤87,599,019.90 |
5.20% |
| ADVANCED MICRO DEVICES |
AMD |
338,902 |
¤80,668,843.06 |
4.79% |
| TRIMBLE INC |
TRMB |
647,993 |
¤51,612,642.45 |
3.06% |
| DEERE & CO |
DE |
104,197 |
¤47,911,864.54 |
2.84% |
| AMAZON.COM INC |
AMZN |
188,755 |
¤41,909,272.65 |
2.49% |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
139,746 |
¤41,156,594.46 |
2.44% |
| IRIDIUM COMMUNICATIONS INC |
IRDM |
2,116,768 |
¤40,176,256.64 |
2.38% |
| L3HARRIS TECHNOLOGIES INC |
LHX |
136,358 |
¤39,857,443.40 |
2.36% |
| NVIDIA CORP |
NVDA |
208,009 |
¤37,682,910.44 |
2.24% |
| SYMBOTIC INC |
SYM UQ |
510,512 |
¤35,679,683.68 |
2.12% |
| BWX TECHNOLOGIES INC |
BWXT |
158,904 |
¤32,613,456.96 |
1.93% |
| JOBY AVIATION INC |
JOBY |
1,821,057 |
¤29,319,017.70 |
1.74% |
| KOMATSU LTD -SPONS ADR |
KMTUY |
789,175 |
¤28,607,593.75 |
1.70% |
| ALPHABET INC-CL C |
GOOG |
106,824 |
¤26,849,144.16 |
1.59% |
| BAIDU INC - SPON ADR |
BIDU |
209,554 |
¤24,966,263.56 |
1.48% |
| CAMECO CORP |
CCJ |
296,075 |
¤24,506,127.75 |
1.45% |
| PONY AI INC |
PONY |
1,262,239 |
¤24,285,478.36 |
1.44% |
| AURORA INNOVATION INC |
AUR |
4,214,847 |
¤22,127,946.75 |
1.31% |
| STRATA CRITICAL MEDICAL INC |
SRTA |
4,153,678 |
¤20,726,853.22 |
1.23% |
| INTUITIVE MACHINES INC |
LUNR |
1,624,741 |
¤20,601,715.88 |
1.22% |
| ELBIT SYSTEMS LTD |
ESLT |
38,148 |
¤18,492,624.48 |
1.10% |
| SYNOPSYS INC |
SNPS |
38,901 |
¤17,857,115.04 |
1.06% |
| TELEDYNE TECHNOLOGIES INC |
TDY |
30,147 |
¤17,296,841.25 |
1.03% |
| QUALCOMM INC |
QCOM |
102,326 |
¤17,275,698.58 |
1.02% |
| DOORDASH INC - A |
DASH |
65,381 |
¤17,127,860.57 |
1.02% |
| CATERPILLAR INC |
CAT |
32,040 |
¤16,809,786.00 |
1.00% |
| INTUITIVE SURGICAL INC |
ISRG |
36,535 |
¤16,906,205.90 |
1.00% |
| BYD CO LTD-UNSPONSORED ADR |
BYDDY |
1,246,170 |
¤16,561,599.30 |
0.98% |
| OKLO INC |
OKLO |
107,468 |
¤14,985,337.92 |
0.89% |
| KODIAK AI INC |
KDK |
1,232,011 |
¤9,658,966.24 |
0.57% |