Companies included in GFLW
This is GFLW'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 1–100 of 101.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 133,464 | NS | 3.604558% |
| NEWMONT CORPORATION | NEWMONT CORPORATION | 210,244 | NS | 3.524463% |
| AVGO | BROADCOM INC. | 72,753 | NS | 3.487121% |
| GEV | GE VERNOVA INC. | 23,158 | NS | 3.130451% |
| SNDK | SANDISK CORPORATION | 29,395 | NS | 2.892152% |
| LRCX | LAM RESEARCH CORPORATION | 80,968 | NS | 2.679033% |
| AMAT | APPLIED MATERIALS, INC. | 47,282 | NS | 2.50263% |
| CAH | CARDINAL HEALTH, INC. | 68,955 | NS | 2.256458% |
| VRT | VERTIV HOLDINGS CO | 55,039 | NS | 2.135789% |
| ROST | ROSS STORES, INC. | 63,122 | NS | 2.117584% |
| APH | AMPHENOL CORPORATION | 106,019 | NS | 2.074437% |
| FIX | COMFORT SYSTEMS USA, INC. | 9,388 | NS | 2.004821% |
| KLAC | KLA CORPORATION | 8,346 | NS | 1.903043% |
| TJX | THE TJX COMPANIES, INC. | 75,572 | NS | 1.868991% |
| EME | EMCOR GROUP, INC. | 16,295 | NS | 1.863093% |
| CDE | COEUR MINING, INC. | 632,284 | NS | 1.837883% |
| PLTR | PALANTIR TECHNOLOGIES INC. | 74,983 | NS | 1.698592% |
| NYT | THE NEW YORK TIMES COMPANY | 118,879 | NS | 1.541444% |
| ADBE | ADOBE INC. | 39,390 | NS | 1.48278% |
| MNST | MONSTER BEVERAGE CORPORATION | 130,906 | NS | 1.468924% |
| MCK | MCKESSON CORPORATION | 10,794 | NS | 1.446507% |
| COR | CENCORA, INC. | 29,578 | NS | 1.438909% |
| VIK | Viking Holdings Ltd | 126,315 | NS | 1.43736% |
| STRL | STERLING INFRASTRUCTURE, INC. | 21,862 | NS | 1.378839% |
| CRM | SALESFORCE, INC. | 46,284 | NS | 1.337971% |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | 7,175 | NS | 1.21485% |
| ANET | ARISTA NETWORKS, INC. | 63,327 | NS | 1.204087% |
| W | WAYFAIR INC. | 102,942 | NS | 1.198973% |
| RL | RALPH LAUREN CORPORATION | 22,368 | NS | 1.191556% |
| NXT | NEXTPOWER INC. | 63,088 | NS | 1.177756% |
| CVNA | CARVANA CO. | 24,181 | NS | 1.177255% |
| IESC | IES HOLDINGS, INC. | 15,163 | NS | 1.118825% |
| APP | APPLOVIN CORPORATION | 18,013 | NS | 1.110224% |
| INCY | INCYTE CORPORATION | 72,943 | NS | 1.06318% |
| MAR | MARRIOTT INTERNATIONAL, INC. | 20,609 | NS | 1.043852% |
| LULU | LULULEMON ATHLETICA INC. | 44,010 | NS | 1.043441% |
| TT | TRANE TECHNOLOGIES PLC | 15,629 | NS | 1.008644% |
| HLT | HILTON WORLDWIDE HOLDINGS INC. | 20,427 | NS | 0.961909% |
| WDAY | WORKDAY, INC. | 47,547 | NS | 0.956622% |
| ELI LILLY AND COMPANY | ELI LILLY AND COMPANY | 6,679 | NS | 0.951332% |
| GDDY | GODADDY INC. | 69,078 | NS | 0.88436% |
| TEAM | ATLASSIAN CORPORATION | 83,550 | NS | 0.883061% |
| NFLX | NETFLIX, INC. | 58,861 | NS | 0.876432% |
| MEDP | MEDPACE HOLDINGS, INC. | 11,184 | NS | 0.831671% |
| CRDO | Credo Technology Group Holding Ltd | 56,192 | NS | 0.816851% |
| INTU | INTUIT INC. | 11,986 | NS | 0.802567% |
| NOW | SERVICENOW, INC. | 48,254 | NS | 0.781266% |
| ALNY | ALNYLAM PHARMACEUTICALS, INC. | 15,074 | NS | 0.772373% |
| PINS | PINTEREST, INC. | 269,418 | NS | 0.765187% |
| BKNG | BOOKING HOLDINGS INC. | 1,075 | NS | 0.700914% |
| ISRG | INTUITIVE SURGICAL, INC. | 9,763 | NS | 0.696973% |
| VNOM | VIPER ENERGY, INC. | 92,984 | NS | 0.676636% |
| NTNX | NUTANIX, INC. | 109,444 | NS | 0.644216% |
| DOCU | DOCUSIGN, INC. | 83,984 | NS | 0.616606% |
| UBER | UBER TECHNOLOGIES, INC. | 55,351 | NS | 0.616562% |
| IDCC | InterDigital, Inc. | 13,038 | NS | 0.609761% |
| WAT | WATERS CORPORATION | 13,138 | NS | 0.605892% |
| FTNT | FORTINET, INC. | 47,250 | NS | 0.597959% |
| CHWY | CHEWY, INC. | 140,787 | NS | 0.588664% |
| VEEV | VEEVA SYSTEMS INC. | 21,550 | NS | 0.586221% |
| TTD | THE TRADE DESK, INC. | 165,270 | NS | 0.580724% |
| RESMED INC. | RESMED INC. | 15,971 | NS | 0.555202% |
| SN | SHARKNINJA, INC. | 33,173 | NS | 0.544029% |
| DXCM | DEXCOM, INC. | 54,401 | NS | 0.529064% |
| CDNS | CADENCE DESIGN SYSTEMS, INC. | 12,236 | NS | 0.526529% |
| HUBS | HUBSPOT, INC. | 13,805 | NS | 0.52185% |
| DKNG | DRAFTKINGS INC. | 151,971 | NS | 0.508813% |
| ROKU | ROKU, INC. | 33,962 | NS | 0.497643% |
| ABNB | AIRBNB, INC. | 25,433 | NS | 0.497363% |
| DECK | DECKERS OUTDOOR CORPORATION | 32,000 | NS | 0.496% |
| PANW | PALO ALTO NETWORKS, INC. | 19,928 | NS | 0.494758% |
| NBIX | NEUROCRINE BIOSCIENCES, INC. | 24,105 | NS | 0.491775% |
| MSI | MOTOROLA SOLUTIONS, INC. | 7,110 | NS | 0.477827% |
| PAYC | PAYCOM SOFTWARE, INC. | 25,218 | NS | 0.474648% |
| SPOT | SPOTIFY TECHNOLOGY S.A. | 6,278 | NS | 0.471437% |
| CRWD | CROWDSTRIKE HOLDINGS, INC. | 7,530 | NS | 0.455258% |
| DT | DYNATRACE, INC. | 76,102 | NS | 0.435817% |
| RMBS | RAMBUS INC. | 32,680 | NS | 0.435385% |
| FICO | FAIR ISAAC CORPORATION | 2,600 | NS | 0.429832% |
| ALAB | Astera Labs, Inc | 24,994 | NS | 0.424217% |
| ROL | ROLLINS, INC. | 49,727 | NS | 0.411298% |
| OMC | OMNICOM GROUP INC. | 34,423 | NS | 0.40146% |
| DASH | DOORDASH, INC. | 16,228 | NS | 0.377339% |
| HALO | HALOZYME THERAPEUTICS, INC. | 35,002 | NS | 0.350323% |
| AWI | ARMSTRONG WORLD INDUSTRIES, INC. | 13,603 | NS | 0.347163% |
| RDDT | REDDIT, INC. | 16,550 | NS | 0.345101% |
| ZS | ZSCALER, INC. | 15,729 | NS | 0.341719% |
| CTAS | CINTAS CORPORATION | 12,455 | NS | 0.326236% |
| SNOW | SNOWFLAKE INC. | 13,532 | NS | 0.316055% |
| ADSK | AUTODESK, INC. | 8,391 | NS | 0.311085% |
| P | EVERPURE, INC. | 33,581 | NS | 0.30703% |
| DDOG | DATADOG, INC. | 16,040 | NS | 0.293232% |
| CART | Maplebear Inc | 50,510 | NS | 0.293013% |
| EAT | BRINKER INTERNATIONAL, INC. | 11,454 | NS | 0.253242% |
| PCOR | Procore Technologies Inc | 27,756 | NS | 0.245004% |
| PTC | PTC INC. | 10,220 | NS | 0.225516% |
| MANH | MANHATTAN ASSOCIATES, INC. | 10,553 | NS | 0.217551% |
| IOT | Samsara Inc | 40,658 | NS | 0.199531% |
| CRCL | Circle Internet Group Inc | 10,953 | NS | 0.161833% |
| RBRK | RUBRIK, INC. | 17,941 | NS | 0.136056% |
SEC N-PORT snapshot as of .