Companies included in BCTK
This is BCTK's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–38 of 38.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 94,916 | NS | 11.534406% |
| Taiwan Semiconductor Manufacturing Co Ltd | Taiwan Semiconductor Manufacturing Co Ltd | 37,306 | NS | 8.784974% |
| AVGO | Broadcom Inc | 38,857 | NS | 8.380179% |
| AMZN | Amazon.com Inc | 47,871 | NS | 6.94718% |
| LRCX | Lam Research Corp | 37,713 | NS | 5.614662% |
| Spotify Technology SA | Spotify Technology SA | 13,219 | NS | 4.466518% |
| GOOGL | Alphabet Inc | 20,503 | NS | 4.098234% |
| COHR | Coherent Corp | 21,981 | NS | 3.64852% |
| SHOP | Shopify Inc | 44,073 | NS | 3.642838% |
| TSLA | Tesla Inc | 13,621 | NS | 3.528331% |
| AXON | Axon Enterprise Inc | 8,792 | NS | 2.601771% |
| LITE | Lumentum Holdings Inc | 5,230 | NS | 2.56105% |
| GDS Holdings Ltd | GDS Holdings Ltd | 74,390 | NS | 2.088436% |
| IOT | Samsara Inc | 93,157 | NS | 2.05706% |
| ASML Holding NV | ASML Holding NV | 2,127 | NS | 1.957599% |
| META | Meta Platforms Inc | 4,779 | NS | 1.905202% |
| GWRE | Guidewire Software Inc | 17,249 | NS | 1.797582% |
| PWR | Quanta Services Inc | 4,669 | NS | 1.786164% |
| SEI | Solaris Energy Infrastructure Inc | 38,970 | NS | 1.534493% |
| NET | Cloudflare Inc | 10,296 | NS | 1.480339% |
| HNGE | Hinge Health Inc | 54,742 | NS | 1.470845% |
| ANET | Arista Networks Inc | 16,928 | NS | 1.448247% |
| SNOW | Snowflake Inc | 13,451 | NS | 1.413588% |
| FPS | Forgent Power Solutions Inc | 67,974 | NS | 1.386356% |
| MPWR | Monolithic Power Systems Inc | 1,767 | NS | 1.346186% |
| PLTR | Palantir Technologies Inc | 13,005 | NS | 1.325576% |
| INDI | indie Semiconductor Inc | 526,418 | NS | 1.181125% |
| DDOG | Datadog Inc | 14,290 | NS | 1.175459% |
| RBRK | Rubrik Inc | 33,401 | NS | 1.139722% |
| ZS | Zscaler Inc | 11,051 | NS | 1.080283% |
| SNPS | Synopsys Inc | 3,427 | NS | 0.946771% |
| AAON | AAON Inc | 15,852 | NS | 0.914032% |
| HTFL | HeartFlow Inc | 53,109 | NS | 0.900367% |
| LOAR | Loar Holdings Inc | 21,565 | NS | 0.86087% |
| MU | Micron Technology Inc | 3,347 | NS | 0.787909% |
| WELL | Welltower Inc | 3,854 | NS | 0.530945% |
| PAR | PAR Technology Corp | 44,190 | NS | 0.410453% |
| CRWD | Crowdstrike Holdings Inc | 1,004 | NS | 0.273127% |
SEC N-PORT snapshot as of .