| COMPANY |
TICKER |
SHARES |
MARKET VALUE |
WEIGHT |
| TESLA INC |
TSLA |
460,240 |
¤205,676,653.60 |
12.09% |
| TERADYNE INC |
TER |
857,835 |
¤174,972,604.95 |
10.28% |
| KRATOS DEFENSE & SECURITY |
KTOS |
1,593,183 |
¤125,510,956.74 |
7.38% |
| PALANTIR TECHNOLOGIES INC-A |
PLTR |
511,366 |
¤95,901,579.64 |
5.64% |
| ROCKET LAB |
RKLB |
1,447,448 |
¤91,956,371.44 |
5.40% |
| ADVANCED MICRO DEVICES |
AMD |
332,456 |
¤73,615,732.08 |
4.33% |
| ARCHER AVIATION INC-A |
ACHR |
8,355,191 |
¤71,520,434.96 |
4.20% |
| AEROVIRONMENT INC |
AVAV |
249,798 |
¤62,387,050.50 |
3.67% |
| DEERE & CO |
DE |
118,912 |
¤56,594,977.28 |
3.33% |
| TRIMBLE INC |
TRMB |
661,679 |
¤55,144,327.86 |
3.24% |
| AMAZON.COM INC |
AMZN |
192,739 |
¤44,383,936.92 |
2.61% |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
142,698 |
¤43,501,485.30 |
2.56% |
| ALPHABET INC-CL C |
GOOG |
132,566 |
¤41,585,954.20 |
2.44% |
| L3HARRIS TECHNOLOGIES INC |
LHX |
139,238 |
¤40,359,526.68 |
2.37% |
| NVIDIA CORP |
NVDA |
212,401 |
¤38,429,712.93 |
2.26% |
| IRIDIUM COMMUNICATIONS INC |
IRDM |
1,688,503 |
¤31,760,741.43 |
1.87% |
| BAIDU INC - SPON ADR |
BIDU |
247,661 |
¤31,777,382.91 |
1.87% |
| SYMBOTIC INC |
SYM UQ |
498,038 |
¤31,685,177.56 |
1.86% |
| BWX TECHNOLOGIES INC |
BWXT |
162,258 |
¤29,754,872.04 |
1.75% |
| CAMECO CORP |
CCJ |
302,327 |
¤28,944,786.98 |
1.70% |
| JOBY AVIATION INC |
JOBY |
1,859,529 |
¤28,934,271.24 |
1.70% |
| KOMATSU LTD -SPONS ADR |
KMTUY |
805,843 |
¤26,020,670.47 |
1.53% |
| PONY AI INC |
PONY |
1,464,519 |
¤22,216,753.23 |
1.31% |
| STRATA CRITICAL MEDICAL INC |
SRTA |
4,241,428 |
¤22,309,911.28 |
1.31% |
| INTUITIVE MACHINES INC |
LUNR |
1,659,061 |
¤20,821,215.55 |
1.22% |
| INTUITIVE SURGICAL INC |
ISRG |
37,303 |
¤20,418,170.08 |
1.20% |
| CATERPILLAR INC |
CAT |
32,712 |
¤20,464,954.32 |
1.20% |
| AURORA INNOVATION INC |
AUR |
4,303,893 |
¤19,840,946.73 |
1.17% |
| ELBIT SYSTEMS LTD |
ESLT |
37,938 |
¤19,370,004.66 |
1.14% |
| QUALCOMM INC |
QCOM |
104,486 |
¤18,940,177.22 |
1.11% |
| SYNOPSYS INC |
SNPS |
39,717 |
¤18,955,335.42 |
1.11% |
| DOORDASH INC - A |
DASH |
83,530 |
¤18,754,155.60 |
1.10% |
| TELEDYNE TECHNOLOGIES INC |
TDY |
30,783 |
¤16,102,895.13 |
0.95% |
| BYD CO LTD-UNSPONSORED ADR |
BYDDY |
1,272,492 |
¤15,995,224.44 |
0.94% |
| KODIAK AI INC |
KDK |
1,500,808 |
¤12,411,682.16 |
0.73% |
| OKLO INC |
OKLO |
109,736 |
¤11,302,808.00 |
0.66% |
| WERIDE INC-ADR |
WRD |
972,963 |
¤8,678,829.96 |
0.51% |