Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| AMZN | $681M | 2% | new |
| AVGO | $623M | 2% | new |
| MSFT | $431M | 1% | new |
| T | $429M | 1% | new |
| FDX | $327M | 1% | new |
| KO | $325M | 1% | new |
| PYPL | $316M | 1% | new |
| FOXA | $305M | 1% | new |
| ANET | $286M | 1% | new |
| EW | $284M | 1% | new |
| WDC | $267M | 1% | new |
| BA | $260M | 1% | new |
| CVE | $260M | 1% | new |
| XOM | $259M | 1% | new |
| COF | $259M | 1% | new |
| BP | $259M | 1% | new |
| GOOGL | $258M | 1% | new |
| PEG | $256M | 1% | new |
| unlisted | $251M | 1% | new |
| PCG | $241M | 1% | new |
| CRNX | $232M | 1% | new |
| NVDA | $228M | 1% | new |
| CSX | $223M | 1% | new |
| COHR | $217M | 1% | new |
| RCL | $210M | 1% | new |
| ISRG | $209M | 1% | new |
| CCL | $208M | 1% | new |
| NSC | $205M | 1% | new |
| EVRG | $200M | 1% | new |
| ZBRA | $199M | 1% | new |
| BBWI | $198M | 1% | new |
| OVV | $197M | 1% | new |
| SHEL | $188M | 1% | new |
| OLED | $181M | 1% | new |
| CLX | $179M | 1% | new |
| SJM | $166M | 0% | new |
| unlisted | $165M | 0% | new |
| BSX | $162M | 0% | new |
| AMT | $161M | 0% | new |
| CTRA | $161M | 0% | new |
| DD | $158M | 0% | new |
| ELV | $157M | 0% | new |
| KR | $156M | 0% | new |
| SE | $153M | 0% | new |
| SRE | $149M | 0% | new |
| PH | $145M | 0% | new |
| MMM | $144M | 0% | new |
| PAGS | $140M | 0% | new |
| DDOG | $140M | 0% | new |
| CSL | $138M | 0% | new |
| EXK | $136M | 0% | new |
| ASO | $135M | 0% | new |
| HUBS | $133M | 0% | new |
| RH | $133M | 0% | new |
| GM | $130M | 0% | new |
| LITE | $128M | 0% | new |
| KEYS | $127M | 0% | new |
| STNE | $126M | 0% | new |
| SPIB | $125M | 0% | new |
| HUBB | $123M | 0% | new |