Index Performance
-5.80%
SKGRW
-3.73%
QQQ
-3.09%
SPY
Overview
Description
Despite the uncertainties and volatility of the current global economy, there are companies that are outperforming due to their sustained growth rates, strong market positions and savvy acquisition strategies. Some subcategories within this theme include high-growth tech companies, consumer goods manufacturers, healthcare providers, and renewable energy firms.
- TickerSKGRW
- Inception Date05/03/2023
- WeightingMarket Cap
- # of holdings52
What's inside?
Holdings
All holdings as of May 13, 2025
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| Microsoft Corp. (MSFT) | 16.19% | $3.34T | 13.27% | 68.72% | 10.47 |
| Apple, Inc. (AAPL) | 15.51% | $3.15T | 5.08% | 47.05% | 8.32 |
| Amazon.com, Inc. (AMZN) | 10.86% | $2.21T | 8.62% | 50.55% | 3.24 |
| Alphabet, Inc. (GOOGL) | 8.83% | $1.93T | 11.81% | 59.59% | 5.10 |
| Alphabet, Inc. (GOOG) | 8.78% | $1.93T | 11.81% | 59.59% | 5.16 |
| Meta Platforms, Inc. (META) | 6.97% | $1.61T | 16.07% | 82.11% | 8.64 |
| Berkshire Hathaway, Inc. (BRK/B) | 5.35% | $1.11T | -0.16% | 22.73% | 2.54 |
| Tesla, Inc. (TSLA) | 5.21% | $1.02T | -9.23% | 16.31% | 9.29 |
| Mastercard, Inc. (MA) | 2.53% | $525.10B | 14.08% | 96.20% | 17.60 |
| Costco Wholesale Corp. (COST) | 2.15% | $450.85B | 9.04% | 12.52% | 1.79 |
| Johnson & Johnson (JNJ) | 1.74% | $371.45B | 2.39% | 66.84% | 4.59 |
| Palantir Technologies, Inc. (PLTR) | 1.40% | $279.56B | 39.34% | 80.43% | 67.53 |
| UnitedHealth Group, Inc. (UNH) | 1.38% | $343.58B | 9.80% | N/A | 1.40 |
| ServiceNow, Inc. (NOW) | 1.04% | $210.23B | 18.63% | 78.92% | 14.17 |
| American Express Co. (AXP) | 1.03% | $209.42B | 6.39% | 60.55% | 2.51 |
| Intuitive Surgical, Inc. (ISRG) | 0.98% | $201.23B | 19.19% | 64.67% | 20.21 |
| The Walt Disney Co. (DIS) | 0.98% | $198.63B | 6.88% | 31.36% | 2.34 |
| Booking Holdings, Inc. (BKNG) | 0.84% | $169.05B | 7.86% | 96.14% | 6.37 |
| Adobe, Inc. (ADBE) | 0.84% | $168.75B | 10.27% | 88.40% | 8.68 |
| Shopify, Inc. (SHOP) | 0.64% | $135.39B | 26.81% | 49.28% | 12.67 |
| Palo Alto Networks, Inc. (PANW) | 0.62% | $128.12B | 14.29% | 73.46% | 14.98 |
| Spotify Technology SA (SPOT) | 0.60% | $124.65B | 11.74% | 31.53% | 6.28 |
| CrowdStrike Holdings, Inc. (CRWD) | 0.53% | $106.96B | 29.39% | 74.92% | 23.76 |
| MicroStrategy, Inc. (MSTR) | 0.49% | $110.70B | -3.63% | 69.41% | 181.53 |
| Cadence Design Systems, Inc. (CDNS) | 0.42% | $85.13B | 23.12% | 85.83% | 14.22 |
| Constellation Software, Inc. (CSU) | 0.38% | $77.70B | 20.00% | 23.74% | N/A |
| NIKE, Inc. (NKE) | 0.36% | $92.37B | -9.20% | 41.02% | 2.49 |
| Autodesk, Inc. (ADSK) | 0.31% | $62.73B | 12.35% | 89.74% | 11.16 |
| Snowflake, Inc. (SNOW) | 0.29% | $60.24B | 29.21% | 65.40% | 16.12 |
| Paychex, Inc. (PAYX) | 0.26% | $54.64B | 4.84% | 74.33% | 9.95 |
| Robinhood Markets, Inc. (HOOD) | 0.23% | $50.68B | 49.52% | 93.68% | 12.99 |
| Roblox Corp. (RBLX) | 0.23% | $49.85B | 29.19% | 27.70% | 9.96 |
| IDEXX Laboratories, Inc. (IDXX) | 0.20% | $40.98B | 3.56% | 62.81% | 8.98 |
| Take-Two Interactive Software, Inc. (TTWO) | 0.19% | $39.93B | -0.48% | 51.76% | 6.47 |
| Zscaler, Inc. (ZS) | 0.18% | $37.36B | 23.41% | 77.09% | 12.18 |
| Datadog, Inc. (DDOG) | 0.18% | $39.17B | 24.59% | 79.28% | 11.80 |
| The Trade Desk, Inc. (TTD) | 0.17% | $39.02B | 25.40% | 76.81% | 10.16 |
| HubSpot, Inc. (HUBS) | 0.17% | $34.95B | 15.67% | 83.88% | 10.43 |
| DexCom, Inc. (DXCM) | 0.16% | $33.35B | 12.49% | 56.85% | 6.68 |
| Block, Inc. (XYZ) | 0.16% | $33.84B | -3.11% | 39.09% | 1.35 |
| Check Point Software Technologies Ltd. (CHKP) | 0.11% | $23.54B | 6.51% | 85.00% | 9.19 |
| Zoom Communications, Inc. (ZM) | 0.11% | $25.22B | 3.05% | 69.74% | 4.21 |
| Twilio, Inc. (TWLO) | 0.08% | $16.98B | 11.98% | 48.62% | 3.16 |
| monday.com Ltd. (MNDY) | 0.07% | $14.17B | 30.12% | 89.79% | 11.02 |
| MongoDB, Inc. (MDB) | 0.07% | $15.66B | 19.22% | 73.16% | 9.03 |
| Elastic NV (ESTC) | 0.05% | $9.69B | 16.50% | 74.57% | 7.71 |
| Confluent, Inc. (CFLT) | 0.03% | $7.60B | 24.80% | 74.46% | 6.94 |
| UiPath, Inc. (PATH) | 0.03% | $7.22B | 9.30% | 82.82% | 4.48 |
| Alarm.com Holdings, Inc. (ALRM) | 0.01% | $2.98B | 6.96% | 64.30% | 3.43 |
| RingCentral, Inc. (RNG) | 0.01% | $2.57B | 4.77% | 70.77% | 1.53 |
| PagerDuty, Inc. (PD) | 0.01% | $1.52B | 8.54% | 82.39% | 3.45 |
| Fiverr International Ltd. (FVRR) | 0.01% | $1.14B | 14.61% | 79.93% | 1.72 |
Market data by FactSet