Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VEEVA SYS INC(VEEV) | 49,538 | 53,426 | +3,888 | 11,474 | 15,386 | 14.76% | +3,911 |
| AXON ENTERPRISE INC(AXON) | 24,627 | 19,915 | -4,712 | 12,953 | 16,488 | 15.82% | +3,536 |
| MOODYS CORP(MCO) | 24,154 | 27,669 | +3,515 | 11,248 | 13,878 | 13.31% | +2,630 |
| EQUIFAX INC(EFX) | 57,324 | 58,962 | +1,638 | 13,962 | 15,293 | 14.67% | +1,331 |
| GARTNER INC(IT) | 28,245 | 30,728 | +2,483 | 11,856 | 12,421 | 11.91% | +565 |
| FAIR ISAAC CORP(FICO) | 8,016 | 8,284 | +268 | 14,783 | 15,143 | 14.52% | +360 |
| TRADEWEB MKTS INC(TW) | 106,274 | 106,870 | +596 | 15,777 | 15,646 | 15.01% | -132 |
| SALESFORCE INC(CRM) | 5,191 | 0 | -5,191 | 1,393 | 0 | — | -1,393 |