Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $448M | 2% | added |
| SHEL | $361M | 1% | added |
| ANET | $337M | 1% | added |
| CMCSA | $315M | 1% | added |
| MTSI | $284M | 1% | added |
| BSX | $283M | 1% | added |
| LITE | $253M | 1% | added |
| ISRG | $215M | 1% | trimmed |
| TSM | $210M | 1% | added |
| COHR | $209M | 1% | trimmed |
| GILD | $193M | 1% | added |
| COP | $193M | 1% | trimmed |
| GOOGL | $192M | 1% | new |
| EQT | $179M | 1% | added |
| EVRG | $177M | 1% | added |
| SE | $176M | 1% | added |
| ALGN | $171M | 1% | added |
| JD | $161M | 1% | added |
| BBWI | $160M | 1% | added |
| CNI | $160M | 1% | new |
| MSFT | $159M | 1% | new |
| GPN | $158M | 1% | trimmed |
| unlisted | $158M | 1% | added |
| BRBR | $157M | 1% | added |
| INCY | $157M | 1% | new |
| PINS | $154M | 1% | new |
| FTV | $153M | 1% | added |
| RDDT | $151M | 1% | added |
| ADSK | $150M | 1% | trimmed |
| ONC | $150M | 1% | added |
| BMY | $149M | 1% | added |
| IP | $145M | 1% | added |
| ACHC | $145M | 1% | unchanged |
| APH | $144M | 1% | added |
| APTV | $144M | 1% | new |
| ROST | $143M | 1% | added |
| AMD | $143M | 1% | new |
| DT | $139M | 0% | trimmed |
| unlisted | $139M | 0% | trimmed |
| ADBE | $138M | 0% | added |
| NOC | $138M | 0% | new |
| KR | $138M | 0% | trimmed |
| MMM | $138M | 0% | trimmed |
| TSEM | $137M | 0% | added |
| RCI | $137M | 0% | trimmed |
| VLO | $137M | 0% | new |
| SPIB | $133M | 0% | added |
| unlisted | $133M | 0% | new |
| DLR | $133M | 0% | new |
| SPOT | $133M | 0% | added |
| D | $130M | 0% | added |
| RPD | $129M | 0% | trimmed |
| BURL | $129M | 0% | added |
| STNE | $129M | 0% | added |
| MKC | $127M | 0% | added |
| PFGC | $126M | 0% | trimmed |
| PAGS | $125M | 0% | added |
| unlisted | $121M | 0% | added |
| TT | $118M | 0% | trimmed |
| CRNX | $118M | 0% | trimmed |