| Asset | Weight | Market cap | Shares number | Share price | Total value | Sector | Industry | Country |
|---|---|---|---|---|---|---|---|---|
AmazonAMZN | 20.99% | $1792 B | 22 M | $170.72 | $3.77 B | Consumer Cyclical | Internet Retail | United States |
TeslaTSLA | 16.15% | $676 B | 14 M | $211.50 | $2.90 B | Consumer Cyclical | Auto Manufacturers | United States |
| 9.75% | $357 B | 5 M | $359.53 | $1.76 B | Consumer Cyclical | Home Improvement Retail | United States | |
McDonaldsMCD | 5.04% | $207 B | 3 M | $288.90 | $904.17 M | Consumer Cyclical | Restaurants | United States |
| 3.86% | $138 B | 3 M | $243.75 | $697.53 M | Consumer Cyclical | Home Improvement Retail | United States | |
| 3.63% | $131 B | 6 M | $116.19 | $658.09 M | Consumer Cyclical | Apparel Retail | United States | |
Booking HoldingsBKNG | 3.49% | $123 B | 170 K | $3669.94 | $622.56 M | Consumer Cyclical | Travel Services | United States |
StarbucksSBUX | 2.86% | $103 B | 6 M | $91.13 | $516.24 M | Consumer Cyclical | Restaurants | United States |
NIKENKE | 2.70% | $121 B | 6 M | $80.52 | $487.86 M | Consumer Cyclical | Footwear & Accessories | United States |
| 2.05% | $73 B | 7 M | $53.56 | $367.91 M | Consumer Cyclical | Restaurants | United States | |
| 1.83% | $65 B | 295 K | $1115.72 | $328.62 M | Consumer Cyclical | Specialty Retail | United States | |
DR HortonDHI | 1.53% | $60 B | 1 M | $185.50 | $274.97 M | Consumer Cyclical | Residential Construction | United States |
| 1.52% | $64 B | 1 M | $227.90 | $273.45 M | Consumer Cyclical | Lodging | United States | |
| 1.49% | $53 B | 6 M | $47.04 | $268.42 M | Consumer Cyclical | Auto Manufacturers | United States | |
AutoZoneAZO | 1.48% | $53 B | 87 K | $3086.65 | $267.10 M | Consumer Cyclical | Specialty Retail | United States |
| 1.48% | $53 B | 1 M | $213.07 | $266.45 M | Consumer Cyclical | Lodging | United States | |
Ross StoresROST | 1.40% | $50 B | 2 M | $149.91 | $251.39 M | Consumer Cyclical | Apparel Retail | United States |
AirbnbABNB | 1.39% | $72 B | 2 M | $113.98 | $251.67 M | Consumer Cyclical | Travel Services | United States |
LennarLEN | 1.22% | $49 B | 1 M | $179.42 | $219.73 M | Consumer Cyclical | Residential Construction | United States |
| 1.14% | $42 B | 20 M | $10.54 | $206.72 M | Consumer Cyclical | Auto Manufacturers | United States | |
Yum! BrandsYUM | 1.05% | $38 B | 1 M | $133.87 | $188.56 M | Consumer Cyclical | Restaurants | United States |
| 1.02% | $40 B | 1 M | $156.00 | $184.72 M | Consumer Cyclical | Travel Services | United States | |
eBayEBAY | 0.83% | $29 B | 3 M | $59.18 | $149.77 M | Consumer Cyclical | Internet Retail | United States |
Tractor SupplyTSCO | 0.81% | $29 B | 539 K | $270.58 | $145.89 M | Consumer Cyclical | Specialty Retail | United States |
| 0.80% | $31 B | 573 K | $253.76 | $145.42 M | Consumer Cyclical | Apparel Retail | Canada | |
NVRNVR | 0.79% | $28 B | 16 K | $9068.54 | $141.97 M | Consumer Cyclical | Residential Construction | United States |
PulteGroupPHM | 0.76% | $27 B | 1 M | $127.84 | $134.49 M | Consumer Cyclical | Residential Construction | United States |
GarminGRMN | 0.76% | $35 B | 768 K | $180.33 | $138.58 M | Technology | Scientific & Technical Instruments | Switzerland |
Deckers OutdoorDECK | 0.61% | $22 B | 128 K | $859.94 | $110.35 M | Consumer Cyclical | Footwear & Accessories | United States |
| 0.52% | $19 B | 597 K | $156.18 | $93.23 M | Consumer Cyclical | Restaurants | United States |
WALLWST.SNUMBERSN
