None this window — no structural change.
None this window — no structural change.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | RKLB | ROCKET LAB | 8.904% | — | 659,546 | — |
| 2 | LHX | L3HARRIS TECHNOLOGIES INC | 8.336% | — | 146,728 | — |
| 3 | KTOS | KRATOS DEFENSE & SECURITY | 7.752% | — | 527,748 | — |
| 4 | TER | TERADYNE INC | 7.216% | — | 192,651 | — |
| 5 | AVAV | AEROVIRONMENT INC | 6.584% | — | 140,659 | — |
| 6 | DE | DEERE & CO | 5.283% | — | 58,643 | — |
| 7 | ACHR | ARCHER AVIATION INC-A | 5.085% | — | 3,494,036 | — |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC-A | 4.337% | — | 126,096 | — |
| 9 | AMD | ADVANCED MICRO DEVICES | 4.161% | — | 100,401 | — |
| 10 | TRMB | TRIMBLE INC | 4.131% | — | 272,441 | — |
| 11 | IRDM | IRIDIUM COMMUNICATIONS INC | 3.623% | — | 1,077,332 | — |
| 12 | AMZN | AMAZON.COM INC | 3.382% | — | 75,711 | — |
| 13 | GOOG | ALPHABET INC-CL C | 2.784% | — | 45,846 | — |
| 14 | NVDA | NVIDIA CORP | 2.530% | — | 70,102 | — |
| 15 | JOBY | JOBY AVIATION INC | 2.441% | — | 955,434 | — |
| 16 | HO | THALES SA | 2.142% | — | 40,981 | — |
| 17 | SRTA | STRATA CRITICAL MEDICAL INC | 1.784% | — | 1,916,557 | — |
| 18 | LUNR | INTUITIVE MACHINES INC | 1.765% | — | 561,934 | — |
| 19 | BWXT | BWX TECHNOLOGIES INC | 1.651% | — | 49,355 | — |
| 20 | GRMN | GARMIN LTD | 1.486% | — | 37,855 | — |