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Top P/E

Currency in USD · Last updated May 23, 2025

Asset Allocation

APPF 4%SPLK 4%XPO 4%PEN 4%TTD 4%MORN 4%APP 4%AXON 4%WING 4%LLY 4%TYL 4%PODD 4%CELH 4%DT 4%ONON 4%BSY 4%NOW 4%OTEX 4%MELI 4%EQIX 4%PTC 4%ENTG 4%NVDA 4%CDNS 4%ALC 4%EquityEquity
PositionCategory/SectorTarget Weight
ALC
Alcon Inc.		Healthcare
4%
APP
AppLovin Corporation		Technology
4%
APPF
AppFolio, Inc.		Technology
4%
AXON
Axon Enterprise, Inc.		Industrials
4%
BSY
Bentley Systems, Incorporated		Technology
4%
CDNS
Cadence Design Systems, Inc.		Technology
4%
CELH
Celsius Holdings, Inc.		Consumer Defensive
4%
DT
Dynatrace, Inc.		Technology
4%
ENTG
Entegris, Inc.		Technology
4%
EQIX
Equinix, Inc.		Real Estate
4%
LLY
Eli Lilly and Company		Healthcare
4%
MELI
MercadoLibre, Inc.		Consumer Cyclical
4%
MORN
Morningstar, Inc.		Financial Services
4%
NOW
ServiceNow, Inc.		Technology
4%
NVDA
NVIDIA Corporation		Technology
4%
ONON
On Holding AG		Consumer Cyclical
4%
OTEX
Open Text Corp		Technology
4%
PEN
Penumbra, Inc.		Healthcare
4%
PODD
Insulet Corporation		Healthcare
4%
PTC
PTC Inc.		Technology
4%
SPLK
4%
TTD
The Trade Desk, Inc.		Technology
4%
TYL
Tyler Technologies, Inc.		Technology
4%
WING
Wingstop Inc.		Consumer Cyclical
4%
XPO
XPO Logistics, Inc.		Industrials
4%

S&P 500