None this window — no structural change.
None this window — no structural change.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc | 12.823% | +0.129% | 3,075 | — |
| 2 | DDOG | Datadog Inc | 8.495% | -0.062% | 1,200 | — |
| 3 | MSI | Motorola Solutions Inc | 6.526% | -0.036% | 525 | — |
| 4 | AXON | Axon Enterprise Inc | 5.757% | -0.165% | 400 | — |
| 5 | TDY | Teledyne Technologies Inc | 4.678% | +0.092% | 250 | — |
| 6 | LHX | L3Harris Technologies Inc | 4.615% | -0.073% | 500 | — |
| 7 | DT | Dynatrace Inc | 3.779% | -0.012% | 2,950 | — |
| 8 | IOT | Samsara Inc | 3.538% | -0.065% | 3,400 | — |
| 9 | LDOS | Leidos Holdings Inc | 3.377% | -0.034% | 900 | — |
| 10 | TYL | Tyler Technologies Inc | 3.249% | -0.078% | 350 | — |
| 11 | ZBRA | Zebra Technologies Corp | 3.204% | +0.023% | 450 | — |
| 12 | CACI | CACI International Inc | 3.173% | -0.065% | 200 | — |
| 13 | BAH | Booz Allen Hamilton Holding Corp | 2.966% | — | 1,225 | — |
| 14 | ESTC | Elastic NV | 2.943% | +0.026% | 1,550 | — |
| 15 | TRMB | Trimble Inc | 2.909% | -0.021% | 1,775 | — |
| 16 | PL | Planet Labs PBC | 2.501% | +0.048% | 2,500 | — |
| 17 | VRNS | Varonis Systems Inc | 2.272% | +0.031% | 2,250 | — |
| 18 | YOU | Clear Secure Inc | 2.184% | +0.025% | 1,300 | — |
| 19 | PI | Impinj Inc | 1.877% | +0.128% | 475 | — |
| 20 | ADT | ADT Inc | 1.783% | -0.026% | 8,750 | — |