| COMPANY |
TICKER |
SHARES |
MARKET VALUE |
WEIGHT |
| TESLA INC |
TSLA |
363,938 |
¤115,131,786.30 |
11.38% |
| KRATOS DEFENSE & SECURITY |
KTOS |
2,276,129 |
¤98,397,056.67 |
9.73% |
| PALANTIR TECHNOLOGIES INC-A |
PLTR |
470,777 |
¤65,061,381.40 |
6.43% |
| ARCHER AVIATION INC-A |
ACHR |
6,518,876 |
¤64,667,249.92 |
6.39% |
| TERADYNE INC |
TER |
746,744 |
¤64,541,083.92 |
6.38% |
| IRIDIUM COMMUNICATIONS INC |
IRDM |
1,747,826 |
¤49,979,084.47 |
4.94% |
| TRIMBLE INC |
TRMB |
556,730 |
¤39,950,944.80 |
3.95% |
| ROCKET LAB |
RKLB |
1,460,130 |
¤38,576,634.60 |
3.81% |
| AEROVIRONMENT INC |
AVAV |
196,389 |
¤37,064,495.97 |
3.66% |
| DEERE & CO |
DE |
66,981 |
¤35,039,100.72 |
3.46% |
| AMAZON.COM INC |
AMZN |
162,172 |
¤34,837,789.04 |
3.44% |
| ADVANCED MICRO DEVICES |
AMD |
237,740 |
¤30,216,754.00 |
2.99% |
| KOMATSU LTD -SPONS ADR |
KMTUY |
874,806 |
¤26,760,315.54 |
2.65% |
| TAIWAN SEMICONDUCTOR-SP ADR |
TSM |
120,066 |
¤25,682,117.40 |
2.54% |
| NVIDIA CORP |
NVDA |
148,316 |
¤21,375,301.92 |
2.11% |
| BLADE AIR MOBILITY INC |
BLDE |
5,414,360 |
¤20,628,711.60 |
2.04% |
| L3HARRIS TECHNOLOGIES INC |
LHX |
80,012 |
¤20,071,810.32 |
1.98% |
| BWX TECHNOLOGIES INC |
BWXT |
136,521 |
¤19,265,843.52 |
1.90% |
| CAMECO CORP |
CCJ |
274,205 |
¤18,988,696.25 |
1.88% |
| JOBY AVIATION INC |
JOBY |
2,190,834 |
¤18,950,714.10 |
1.87% |
| ELBIT SYSTEMS LTD |
ESLT |
36,612 |
¤16,618,552.92 |
1.64% |
| ALPHABET INC-CL C |
GOOG |
91,784 |
¤16,266,878.32 |
1.61% |
| BYD CO LTD-UNSPONSORED ADR |
BYDDY |
160,578 |
¤15,808,904.10 |
1.56% |
| AURORA INNOVATION INC |
AUR |
2,505,610 |
¤13,405,013.50 |
1.32% |
| SYMBOTIC INC |
SYM UQ |
404,003 |
¤12,588,733.48 |
1.24% |
| OKLO INC |
OKLO |
187,801 |
¤11,788,268.77 |
1.17% |
| BAIDU INC - SPON ADR |
BIDU |
133,593 |
¤11,490,333.93 |
1.14% |
| QUALCOMM INC |
QCOM |
70,350 |
¤10,866,261.00 |
1.07% |
| TELEDYNE TECHNOLOGIES INC |
TDY |
22,069 |
¤10,828,154.85 |
1.07% |
| CATERPILLAR INC |
CAT |
27,537 |
¤9,849,434.16 |
0.97% |
| INTUITIVE SURGICAL INC |
ISRG |
18,726 |
¤9,589,771.86 |
0.95% |
| SYNOPSYS INC |
SNPS |
19,576 |
¤9,306,430.40 |
0.92% |
| INTUITIVE MACHINES INC |
LUNR |
828,913 |
¤8,479,779.99 |
0.84% |
| DOORDASH INC - A |
DASH |
36,002 |
¤7,898,478.78 |
0.78% |
| MAGNA INTERNATIONAL INC |
MGA |
1,200 |
¤44,712.00 |
0.00% |
| UIPATH INC - CLASS A |
PATH |
3,400 |
¤42,228.00 |
0.00% |