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 | 7.84% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 6.63% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.65% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 4.64% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 3.97% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 3.60% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 2.35% |
| BA | The Boeing Company | Industrials | Aerospace & Defense | 2.18% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 2.09% |
| WFC | Wells Fargo & Company | Financial Services | Banks - Diversified | 2.00% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 1.72% |
| BAC | Bank of America Corp | Financial Services | Banks - Diversified | 1.72% |
| TSM | Taiwan Semiconductor Manufacturing | Technology | Semiconductors | 1.59% |
| APH | Amphenol Corporation | Technology | Electronic Components | 1.50% |
| GE | GE Aerospace | Industrials | Aerospace & Defense | 1.49% |
| GEV | GE Vernova LLC | Industrials | Specialty Industrial Machinery | 1.41% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.32% |
| L3H | SHELL PLC WI ADR/2 | Energy | Oil & Gas Integrated | 1.20% |
| WDC | Western Digital Corporation | Technology | Computer Hardware | 1.19% |
| CSCO | Cisco Systems Inc | Technology | Communication Equipment | 1.17% |