| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | ARISTA NETWORKS INC COM SHS | — | 4.1774% |
| 2 | DIGITALOCEAN HOLDINGS INC COM | — | 3.9485% |
| 3 | EVERPURE INC CL A | — | 3.8859% |
| 4 | NUTANIX INC CL A | — | 3.8378% |
| 5 | INTERNATIONAL BUSINESS MACHINES CORP COM |
Last synced Oct 27, 2026, 6:25 AM · Price and AUM from Yahoo Finance · Holdings from SEC N-PORT filings
| 3.7030% |
| 6 | ALPHABET INC CAP STK CL A | — | 3.6846% |
| 7 | AMAZON.COM INC COM | — | 3.4534% |
| 8 | MONGODB INC CL A | — | 3.2712% |
| 9 | MICROSOFT CORP COM | — | 3.2489% |
| 10 | COREWEAVE INC COM CL A | — | 2.9698% |
| 11 | CLOUDFLARE INC CL A COM | — | 2.6516% |
| 12 | CISCO SYSTEMS INC COM | — | 2.5500% |
| 13 | ORACLE CORP COM | — | 2.5453% |
| 14 | LUMEN TECHNOLOGIES INC COM | — | 2.2836% |
| 15 | TWILIO INC CL A | — | 2.1221% |
| 16 | AKAMAI TECHNOLOGIES INC COM | — | 2.0665% |
| 17 | HEWLETT PACKARD ENTERPRISE COMPANY COM | — | 2.0550% |
| 18 | DELL TECHNOLOGIES INC CL C | — | 2.0097% |
| 19 | RUBRIK INC CL A | — | 2.0018% |
| 20 | GITLAB INC CLASS A COM | — | 1.9279% |
| 21 | SERVICETITAN INC SHS CL A | — | 1.9160% |
| 22 | SHOPIFY INC CL A SUB VTG SHS | — | 1.8859% |
| 23 | FASTLY INC CL A | — | 1.8625% |
| 24 | NETAPP INC COM | — | 1.7410% |
| 25 | WORKIVA INC COM CL A | — | 1.7340% |
| 26 | APPLOVIN CORP COM CL A | — | 1.6478% |
| 27 | HUBSPOT INC COM | — | 1.6220% |
| 28 | SALESFORCE INC COM | — | 1.6073% |
| 29 | SERVICENOW INC COM | — | 1.5652% |
| 30 | ADOBE INC COM | — | 1.5508% |
| 31 | NETSKOPE INC CL A | — | 1.4974% |
| 32 | RINGCENTRAL INC CL A | — | 1.4327% |
| 33 | ATLASSIAN CORP CL A | — | 1.4173% |
| 34 | SAP SE SPON ADR | — | 1.1081% |
| 35 | FIVE9 INC COM | — | 1.0973% |
| 36 | WIX.COM LTD SHS | — | 1.0579% |
| 37 | QUALYS INC COM | — | 0.8222% |
| 38 | PALO ALTO NETWORKS INC COM | — | 0.7913% |
| 39 | TOAST INC CL A | — | 0.6985% |
| 40 | DATADOG INC CL A COM | — | 0.6879% |
| 41 | CROWDSTRIKE HOLDINGS INC CL A | — | 0.6824% |
| 42 | DROPBOX INC CL A | — | 0.6679% |
| 43 | VEEVA SYSTEMS INC CL A COM | — | 0.6653% |
| 44 | Q2 HOLDINGS INC COM | — | 0.6639% |
| 45 | ZSCALER INC COM | — | 0.6602% |
| 46 | SNOWFLAKE INC COM SHS | — | 0.6509% |
| 47 | APPFOLIO INC COM CL A | — | 0.6502% |
| 48 | APPIAN CORP CL A | — | 0.6438% |
| 49 | BOX INC CL A | — | 0.6434% |
| 50 | BLACKLINE INC COM | — | 0.6240% |