| Ticker | Name | Fund | Type | Δ Weight |
|---|---|---|---|---|
| TREASURY BILL | HOII | ADD | +10.078% | |
| TREASURY BILL | TSII | TRIM | -4.393% | |
| Bank of New York Mellon Corp/The | NYNY | ★ NEW | +2.419% | |
| TREASURY BILL | NVII | TRIM | -1.588% | |
| TREASURY BILL | PLTI | TRIM | -1.343% | |
| TREASURY BILL | COII | ADD | +1.314% | |
| Astera Labs Inc | EGGQ | ADD | +1.214% | |
| Astera Labs Inc | EGGY | ADD | +1.199% | |
| Tesla Inc | TSLW | ADD | +1.123% | |
| TREASURY BILL | MSII | TRIM | -0.992% | |
| Credo Technology Group Holding Ltd | EGGS | ADD | +0.826% | |
| Astera Labs Inc | ULTY | ADD | +0.774% | |
| IonQ Inc | CQTM | ADD | +0.767% | |
| Navitas Semiconductor Corp | ULTI | ADD | +0.701% | |
| NVIDIA Corp | NVDW | ADD | +0.675% | |
| Oklo Inc | SLTY | TRIM | -0.625% | |
| Vertiv Holdings Co | EGGY | TRIM | -0.593% | |
| Enphase Energy Inc | WATS | ADD | +0.587% | |
| Vertiv Holdings Co | EGGQ | TRIM | -0.554% | |
| Bloom Energy Corp | EGGY | ADD | +0.515% | |
| AXT INC | ULTI | TRIM | -0.495% | |
| ADVANCED MICRO DEVICES | ARKW | ADD | +0.492% | |
| IREN Ltd | BLOX | ADD | +0.478% | |
| GUARDANT HEALTH INC | ARKG | ADD | +0.477% | |
| Lumentum Holdings Inc | EGGQ | TRIM | -0.469% | |
| Bloom Energy Corp | EGGQ | ADD | +0.466% | |
| Delta Air Lines Inc | SLTY | TRIM | -0.456% | |
| Intel Corp | KQQQ | ADD | +0.440% | |
| Bloom Energy Corp | EGGS | ADD | +0.431% | |
| Guardant Health Inc | GNMX | ADD | +0.421% | |
| Credo Technology Group Holding Ltd | EGGQ | ADD | +0.415% | |
| Horizon Quantum Holdings LTD | CQTM | TRIM | -0.405% | |
| Credo Technology Group Holding Ltd | EGGY | ADD | +0.403% | |
| USA RARE EARTH INC A | ULTI | ADD | +0.392% | |
| Intel Corp | KYLD | ADD | +0.373% | |
| Intel Corp | EGGS | ADD | +0.372% | |
| PERSONALIS INC | ARKG | ADD | +0.360% | |
| ADVANCED MICRO DEVICES | ARKQ | ADD | +0.358% | |
| Lumentum Holdings Inc | EGGY | TRIM | -0.357% | |
| TEMPUS AI INC-CL A | ARKG | TRIM | -0.355% | |
| Advanced Micro Devices Inc | KQQQ | ADD | +0.341% | |
| CEREBRAS SYSTEMS INC - A | ARKK | ADD | +0.340% | |
| IREN Ltd | ULTY | ADD | +0.337% | |
| APPLIED OPTOELECTRONICS INC | ULTI | TRIM | -0.328% | |
| Crowdstrike Holdings Inc | XA | ADD | +0.325% | |
| AbbVie Inc | GLAM | TRIM | -0.323% | |
| Enovix Corp | WATS | ADD | +0.322% | |
| IREN Ltd | ULTI | ADD | +0.320% | |
| Vertex Pharmaceuticals Inc | GNMX | TRIM | -0.316% | |
| Bloom Energy Corp | WATS | ADD | +0.309% |