None this window — no structural change.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 10.344% | +0.316% | 560,471 | — |
| 2 | AMD | ADVANCED MICRO DEVICES | 8.332% | +0.297% | 376,507 | — |
| 3 | TER | TERADYNE INC | 7.260% | +0.228% | 429,324 | — |
| 4 | RKLB | ROCKET LAB | 5.725% | +0.103% | 1,116,076 | — |
| 5 | KTOS | KRATOS DEFENSE & SECURITY | 5.468% | -0.152% | 2,098,631 | — |
| 6 | GOOG | ALPHABET INC-CL C | 4.561% | -0.119% | 279,817 | — |
| 7 | DE | DEERE & CO | 3.909% | -0.122% | 150,977 | — |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC-A | 3.664% | -0.025% | 594,899 | — |
| 9 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 3.194% | +0.044% | 165,822 | — |
| 10 | AMZN | AMAZON.COM INC | 2.995% | -0.052% | 270,653 | — |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC | 2.882% | -0.096% | 211,392 | — |
| 12 | NVDA | NVIDIA CORP | 2.826% | +0.009% | 300,077 | — |
| 13 | AVAV | AEROVIRONMENT INC | 2.726% | -0.057% | 327,083 | — |
| 14 | LUNR | INTUITIVE MACHINES INC | 2.415% | -0.003% | 1,799,548 | — |
| 15 | ACHR | ARCHER AVIATION INC-A | 2.386% | -0.173% | 9,225,893 | -866,604 |
| 16 | CAT | CATERPILLAR INC | 2.335% | -0.003% | 56,509 | — |
| 17 | IRDM | IRIDIUM COMMUNICATIONS INC | 1.872% | -0.021% | 873,773 | — |
| 18 | TRMB | TRIMBLE INC | 1.861% | -0.046% | 768,886 | — |
| 19 | KMTUY | KOMATSU LTD -SPONS ADR | 1.764% | +0.008% | 936,409 | — |
| 20 | CCJ | CAMECO CORP | 1.630% | +0.009% | 342,505 | — |