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| Symbol | Name | Price | Change% | Shares | Weight | Value |
|---|---|---|---|---|---|---|
| NVDA.NE | NVIDIA CORP COMMON STOCK USD.001 | -- | -- | 1.17M | 15.96% | $262.36M |
| GOOGL | ALPHABET INC CL A COMMON STOCK USD.001 | -- | -- | 490.01K | 10.20% | $167.76M |
| AAPL.MX | APPLE INC COMMON STOCK USD.00001 | -- | -- | 330.03K | 6.74% | $110.86M |
| MSFT.NE | MICROSOFT CORP COMMON STOCK USD.00000625 | -- | -- | 166.71K | 5.05% | $83.01M |
| AVGO | BROADCOM INC COMMON STOCK | -- | -- | 226.86K | 4.83% | $79.48M |
| META.NE | META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | -- | -- | 84.22K | 3.98% | $65.49M |
| AMD.BA | ADVANCED MICRO DEVICES COMMON STOCK USD.01 | -- | -- | 99.80K | 3.82% | $62.80M |
| LLY.TO | ELI LILLY + CO COMMON STOCK | -- | -- | 38.69K | 2.78% | $45.73M |
| MU.TO | MICRON TECHNOLOGY INC COMMON STOCK USD.1 | -- | -- | 41.21K | 2.71% | $44.53M |
| V.BA | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | -- | -- | 95.41K | 2.13% | $35.11M |
| MA.BA | MASTERCARD INC A COMMON STOCK USD.0001 | -- | -- | 60.11K | 2.07% | $34.03M |
| TSLA.NE | TESLA INC COMMON STOCK USD.001 | -- | -- | 63.13K | 1.45% | $23.86M |
| TSM | TAIWAN SEMICONDUCTOR SP ADR ADR | -- | -- | 47.54K | 1.30% | $21.45M |
| ANET | ARISTA NETWORKS INC COMMON STOCK USD.0001 | -- | -- | 103.46K | 1.29% | $21.28M |
| APH | AMPHENOL CORP CL A COMMON STOCK USD.001 | -- | -- | 240.58K | 1.22% | $19.99M |
| XYZ.AX | BLOCK INC COMMON STOCK USD.0000001 | -- | -- | 243.76K | 1.14% | $18.71M |
| HWM | HOWMET AEROSPACE INC COMMON STOCK | -- | -- | 70.07K | 0.98% | $16.07M |
| PLTR.NE | PALANTIR TECHNOLOGIES INC A COMMON STOCK USD.001 | -- | -- | 82.50K | 0.97% | $15.89M |
| AMZN.NE | AMAZON.COM INC COMMON STOCK USD.01 | -- | -- | 56.53K | 0.86% | $14.10M |
| NTRA | NATERA INC COMMON STOCK | -- | -- | 34.26K | 0.85% | $14.01M |
| ISRG | INTUITIVE SURGICAL INC COMMON STOCK USD.001 | -- | -- | 34.60K | 0.84% | $13.82M |
| ENTG | ENTEGRIS INC COMMON STOCK USD.01 | -- | -- | 85.50K | 0.77% | $12.71M |
| CRWD | CROWDSTRIKE HOLDINGS INC A COMMON STOCK | -- | -- | 48.60K | 0.77% | $12.62M |
| SPOT | SPOTIFY TECHNOLOGY SA COMMON STOCK EUR.000625 | -- | -- | 24.61K | 0.77% | $12.58M |
| NFLX.NE | NETFLIX INC COMMON STOCK USD.001 | -- | -- | 169.29K | 0.74% | $12.14M |
| IOT | SAMSARA INC CL A COMMON STOCK USD.0001 | -- | -- | 299.49K | 0.72% | $11.78M |
| LRCX.BA | LAM RESEARCH CORP COMMON STOCK USD.001 | -- | -- | 38.06K | 0.71% | $11.69M |
| CBRS | CEREBRAS SYSTEMS INC A COMMON STOCK USD.00001 | -- | -- | 56.21K | 0.71% | $11.60M |
| BA.SW | BOEING CO/THE COMMON STOCK USD5.0 | -- | -- | 57.72K | 0.69% | $11.36M |
| UNH.NE | UNITEDHEALTH GROUP INC COMMON STOCK USD.01 | -- | -- | 30.21K | 0.69% | $11.33M |
| DASH | DOORDASH INC A COMMON STOCK USD.00001 | -- | -- | 56.46K | 0.64% | $10.59M |
| LSCC | LATTICE SEMICONDUCTOR CORP COMMON STOCK USD.01 | -- | -- | 84.62K | 0.63% | $10.34M |
| SNOW | SNOWFLAKE INC COMMON STOCK USD1.0 | -- | -- | 30.81K | 0.63% | $10.29M |
| MDB | MONGODB INC COMMON STOCK USD.001 | -- | -- | 24.24K | 0.62% | $10.22M |
| GE.TO | GENERAL ELECTRIC COMMON STOCK USD.01 | -- | -- | 30.00K | 0.58% | $9.59M |
| KLAC | KLA CORP COMMON STOCK USD.001 | -- | -- | 51.02K | 0.58% | $9.55M |
| TSEM.TA | TOWER SEMICONDUCTOR LTD COMMON STOCK ILS15.0 | -- | -- | 43.73K | 0.58% | $9.50M |
| TMO.NE | THERMO FISHER SCIENTIFIC INC COMMON STOCK USD1.0 | -- | -- | 13.80K | 0.57% | $9.36M |
| GEV.TO | GE VERNOVA INC COMMON STOCK USD.01 | -- | -- | 9.70K | 0.56% | $9.26M |
| MELI | MERCADOLIBRE INC COMMON STOCK USD.001 | -- | -- | 5.00K | 0.53% | $8.78M |
| SHOP.TO | SHOPIFY INC CLASS A COMMON STOCK | -- | -- | 60.19K | 0.53% | $8.74M |
| BKNG.SW | BOOKING HOLDINGS INC COMMON STOCK USD.008 | -- | -- | 54.60K | 0.52% | $8.59M |
| VRT | VERTIV HOLDINGS CO A COMMON STOCK USD.0001 | -- | -- | 34.94K | 0.52% | $8.57M |
| ARGX | ARGENX SE ADR ADR | -- | -- | 8.79K | 0.51% | $8.46M |
| ASML.AS | ASML HOLDING NV NY REG SHS NY REG SHRS EUR.09 | -- | -- | 4.84K | 0.51% | $8.34M |
| SE | SEA LTD ADR ADR USD.0005 | -- | -- | 78.82K | 0.48% | $7.94M |
| CIEN | CIENA CORP COMMON STOCK USD.01 | -- | -- | 20.70K | 0.45% | $7.42M |
| CMG | CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01 | -- | -- | 230.50K | 0.45% | $7.38M |
| FN | FABRINET COMMON STOCK USD.01 | -- | -- | 17.73K | 0.43% | $7.06M |
| SBUX.NE | STARBUCKS CORP COMMON STOCK USD.001 | -- | -- | 75.10K | 0.43% | $7.03M |
| SNDK | SANDISK CORP COMMON STOCK | -- | -- | 3.89K | 0.41% | $6.83M |
| PANW.NE | PALO ALTO NETWORKS INC COMMON STOCK USD.0001 | -- | -- | 17.37K | 0.41% | $6.77M |
| SPCX | SPACE EXPLORATION TECHN CL A COMMON STOCK USD.001 | -- | -- | 41.56K | 0.37% | $6.15M |
| MCK | MCKESSON CORP COMMON STOCK USD.01 | -- | -- | 7.06K | 0.37% | $6.13M |
| TW | TRADEWEB MARKETS INC CLASS A COMMON STOCK USD.00001 | -- | -- | 60.70K | 0.37% | $6.14M |
| SARO | STANDARDAERO INC COMMON STOCK USD.01 | -- | -- | 275.20K | 0.37% | $6.10M |
| CAT.SW | CATERPILLAR INC COMMON STOCK USD1.0 | -- | -- | 7.49K | 0.37% | $6.03M |
| MEDP | MEDPACE HOLDINGS INC COMMON STOCK USD.01 | -- | -- | 9.71K | 0.37% | $6.03M |
| DE | DEERE + CO COMMON STOCK USD1.0 | -- | -- | 8.48K | 0.36% | $5.89M |
| VICR | VICOR CORP COMMON STOCK USD.01 | -- | -- | 19.58K | 0.33% | $5.40M |
| ADYEY | ADYEN NV UNSPON ADR ADR | -- | -- | 559.14K | 0.33% | $5.40M |
| WELL | WELLTOWER INC REIT USD1.0 | -- | -- | 21.73K | 0.31% | $5.08M |
| COST.BA | COSTCO WHOLESALE CORP COMMON STOCK USD.005 | -- | -- | 5.59K | 0.30% | $5.01M |
| ESTC | ELASTIC NV COMMON STOCK EUR.01 | -- | -- | 54.83K | 0.30% | $5.00M |
| IR | INGERSOLL RAND INC COMMON STOCK USD.01 | -- | -- | 65.86K | 0.30% | $4.92M |
| HEI | HEICO CORP COMMON STOCK USD.01 | -- | -- | 16.04K | 0.30% | $4.91M |
| IBKR | INTERACTIVE BROKERS GRO CL A COMMON STOCK USD.01 | -- | -- | 54.23K | 0.30% | $4.87M |
| DELL | DELL TECHNOLOGIES C COMMON STOCK | -- | -- | 8.85K | 0.29% | $4.75M |
| LITE | LUMENTUM HOLDINGS INC COMMON STOCK USD.001 | -- | -- | 5.09K | 0.29% | $4.73M |
| AXON | AXON ENTERPRISE INC COMMON STOCK USD.00001 | -- | -- | 10.53K | 0.28% | $4.69M |
| VRTX | VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 | -- | -- | 8.43K | 0.27% | $4.40M |
| ORCL | ORACLE CORP COMMON STOCK USD.01 | -- | -- | 30.83K | 0.26% | $4.30M |
| RKT | ROCKET COS INC CLASS A COMMON STOCK USD.00001 | -- | -- | 349.00K | 0.25% | $4.16M |
| -- | Cash/Cash equivalent USD | -- | -- | -- | 0.25% | $4.17M |
| HLT | HILTON WORLDWIDE HOLDINGS IN COMMON STOCK USD.01 | -- | -- | 13.16K | 0.25% | $4.11M |
| SYK | STRYKER CORP COMMON STOCK USD.1 | -- | -- | 14.51K | 0.24% | $3.91M |
| ETN | EATON CORP PLC COMMON STOCK USD.01 | -- | -- | 8.79K | 0.23% | $3.87M |
| LYV | LIVE NATION ENTERTAINMENT IN COMMON STOCK USD.01 | -- | -- | 22.32K | 0.23% | $3.82M |
| PM | PHILIP MORRIS INTERNATIONAL COMMON STOCK | -- | -- | 19.40K | 0.23% | $3.72M |
| KYMR | KYMERA THERAPEUTICS INC COMMON STOCK USD.0001 | -- | -- | 30.31K | 0.21% | $3.51M |
| LIN | LINDE PLC COMMON STOCK | -- | -- | 7.49K | 0.21% | $3.51M |
| MPWR | MONOLITHIC POWER SYSTEMS INC COMMON STOCK USD.001 | -- | -- | 2.52K | 0.20% | $3.36M |
| BNY | BANK OF NEW YORK MELLON CORP COMMON STOCK | -- | -- | 22.05K | 0.20% | $3.31M |
| VIK | VIKING HOLDINGS LTD COMMON STOCK USD.01 | -- | -- | 38.54K | 0.19% | $3.06M |
| TJX | TJX COMPANIES INC COMMON STOCK USD1.0 | -- | -- | 22.80K | 0.18% | $3.00M |
| CVNA | CARVANA CO COMMON STOCK USD.001 | -- | -- | 43.84K | 0.17% | $2.81M |
| MRNA | MODERNA INC COMMON STOCK USD.0001 | -- | -- | 13.76K | 0.16% | $2.68M |
| CDNS | CADENCE DESIGN SYS INC COMMON STOCK USD.01 | -- | -- | 8.20K | 0.16% | $2.64M |
| PWR | QUANTA SERVICES INC COMMON STOCK USD.00001 | -- | -- | 3.97K | 0.15% | $2.55M |
| FANG | DIAMONDBACK ENERGY INC COMMON STOCK USD.01 | -- | -- | 13.11K | 0.15% | $2.48M |
| ODFL | OLD DOMINION FREIGHT LINE COMMON STOCK USD.1 | -- | -- | 13.95K | 0.15% | $2.44M |
| FIX | COMFORT SYSTEMS USA INC COMMON STOCK USD.01 | -- | -- | 1.37K | 0.14% | $2.25M |
| TDG | TRANSDIGM GROUP INC COMMON STOCK USD.01 | -- | -- | 2.00K | 0.14% | $2.22M |
| HUBB | HUBBELL INC COMMON STOCK USD.01 | -- | -- | 4.37K | 0.12% | $2.03M |
