| Issuer | % book | Business |
|---|
| $ILMN · ILLUMINA INC | 18.8% | DNA sequencing systems and genomics |
| $SWX · SOUTHWEST GAS HLDGS INC | 14.9% | Natural gas utility and infrastructure services |
| $DIS · DISNEY WALT CO | 8.3% | Media, streaming, parks and entertainment |
| $WGS · GENEDX HOLDINGS CORP | 8.2% | Genomic testing and diagnostics for rare diseases |
| $MGM · MGM RESORTS INTERNATIONAL | 7.9% | Casino resorts and hospitality operator |
| $AMZN · AMAZON COM INC | 7.3% | E-commerce, AWS cloud computing, advertising, devices |
| $VSTS · VESTIS CORPORATION | 6.2% | Uniform rental and workplace supplies services |
| $0J7Q · IAC INC | 5.3% | Internet brands holding company |
| $UNP · UNION PAC CORP | 4.7% | Western US freight railroad |
| $QSR · RESTAURANT BRANDS INTL INC | 4.6% | Burger King, Tim Hortons, Popeyes franchisor |