BATS | ETF
Normally the fund invests primarily in equity securities.
Identifying early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.
It invests in domestic and foreign issuers.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 8.02% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.28% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 5.64% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 4.44% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 4.03% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 3.90% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 3.13% |
| WFC | Wells Fargo & Company | Financial Services | Banks - Diversified | 2.35% |
| BAC | Bank of America Corp | Financial Services | Banks - Diversified | 2.32% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 2.11% |
| GE | GE Aerospace | Industrials | Aerospace & Defense | 1.87% |
| BA | The Boeing Company | Industrials | Aerospace & Defense | 1.62% |
| GEV | GE Vernova LLC | Industrials | Specialty Industrial Machinery | 1.59% |
| APH | Amphenol Corporation | Technology | Electronic Components | 1.54% |
| TSM | Taiwan Semiconductor Manufacturing | Technology | Semiconductors | 1.50% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 1.48% |
| BSX | Boston Scientific Corp | Healthcare | Medical Devices | 1.27% |
| L3H | SHELL PLC WI ADR/2 | Energy | Oil & Gas Integrated | 1.19% |
| CSCO | Cisco Systems Inc | Technology | Communication Equipment | 1.17% |
| BK | The Bank of New York Mellon Corporation | Financial Services | Banks - Diversified | 1.15% |