| Issuer | % book | Business |
|---|
| $GOOGL · ALPHABET INC | 9.2% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $TSM · TAIWAN SEMICONDUCTOR MANUFAC | 9.0% | |
| $META · META PLATFORMS INC | 7.8% | Facebook, Instagram, WhatsApp; digital ads and AI |
| $AAPL · APPLE INC | 7.1% | iPhone, Mac, services and consumer electronics |
| $MSI · MOTOROLA SOLUTIONS INC | 6.1% | Public-safety radios and security systems |
| $MSFT · MICROSOFT CORP | 5.7% | Windows, Office, Azure cloud, Xbox, AI software |
| $V · VISA INC | 5.2% | Global card payment network |
| $BKNG · BOOKING HOLDINGS INC | 4.8% | Online travel reservations (Booking.com, Priceline) |
| $ODFL · OLD DOMINION FREIGHT LINE IN | 4.6% | Less-than-truckload (LTL) freight carrier |
| $AMZN · AMAZON COM INC | 4.3% | E-commerce, AWS cloud computing, advertising, devices |