Top holdings Market Value Shares Weight %
Flex Ltd 21.3 M 340.9 K 2.4% WESTERN DIGITAL CORP 19.9 M 5.0 M 2.2% UBER TECHNOLOGIES INC 19.2 M 16.1 M 2.2% M/A-COM TECH SOLUTIONS 17.2 M 15.5 M 1.9% MICROCHIP TECHNOLOGY INC 16.2 M 279.7 K 1.8% WELLTOWER OP LLC 15.0 M 10.1 M 1.7% CYBERARK SOFTWARE LTD 14.9 M 12.8 M 1.7% COREWEAVE INC 14.1 M 14.0 M 1.6% 
CAT Caterpillar Inc 14.0 M 24.3 K 1.6% CLOUDFLARE INC 13.9 M 10.0 M 1.6% BOEING CO/THE 13.8 M 213.0 K 1.6% TRIP.COM GROUP LTD 13.6 M 11.1 M 1.5% WELLS FARGO & COMPANY 13.5 M 10.9 K 1.5% AEROVIRONMENT INC 13.3 M 9.5 M 1.5% Dreyfus Government Cash Management 13.2 M 13.2 M 1.5% HP ENTERPRISE CO 12.0 M 176.8 K 1.3% Eaton Corp PLC 10.8 M 28.2 K 1.2% MKS INC 10.4 M 8.7 M 1.2% AXON ENTERPRISE INC 10.4 M 10.0 M 1.2% WESCO DISTRIBUTION INC 10.0 M 9.9 M 1.1% 
