Companies included in TPLC Page 3
This is TPLC'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 201–272 of 272.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| DT | DYNATRACE, INC. | 23,876 | NS | 0.264727% |
| ON | ON SEMICONDUCTOR CORPORATION | 14,004 | NS | 0.259988% |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES, INC. | 18,479 | NS | 0.259905% |
| FTNT | FORTINET, INC. | 10,345 | NS | 0.253472% |
| DXCM | DEXCOM, INC. | 13,123 | NS | 0.247095% |
| PANW | PALO ALTO NETWORKS, INC. | 5,081 | NS | 0.244235% |
| EQUITABLE HOLDINGS, INC. | EQUITABLE HOLDINGS, INC. | 21,755 | NS | 0.242059% |
| IQV | IQVIA HOLDINGS INC | 4,714 | NS | 0.241038% |
| EFX | EQUIFAX INC. | 4,448 | NS | 0.240147% |
| LENNAR CORPORATION | LENNAR CORPORATION | 9,163 | NS | 0.238577% |
| CDNS | CADENCE DESIGN SYSTEMS, INC. | 2,846 | NS | 0.237108% |
| VRT | VERTIV HOLDINGS CO | 3,153 | NS | 0.236887% |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | 23,314 | NS | 0.235848% |
| IBKR | INTERACTIVE BROKERS GROUP, INC. | 11,711 | NS | 0.235501% |
| URI | UNITED RENTALS, INC. | 1,070 | NS | 0.233733% |
| PTC | PTC INC. | 5,455 | NS | 0.23305% |
| IDXX | IDEXX LABORATORIES, INC. | 1,372 | NS | 0.23114% |
| SFM | SPROUTS FARMERS MARKET, INC. | 9,987 | NS | 0.230956% |
| NXPI | NXP Semiconductors N.V. | 3,891 | NS | 0.229662% |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | 696 | NS | 0.22816% |
| TRU | TRANSUNION | 10,927 | NS | 0.226681% |
| GPN | GLOBAL PAYMENTS INC. | 10,878 | NS | 0.2195% |
| DECK | DECKERS OUTDOOR CORPORATION | 7,186 | NS | 0.215649% |
| BE | BLOOM ENERGY CORPORATION | 5,157 | NS | 0.209496% |
| JEF | JEFFERIES FINANCIAL GROUP INC. | 16,853 | NS | 0.208536% |
| AVGO | BROADCOM INC. | 2,237 | NS | 0.207592% |
| CPNG | COUPANG, INC. | 35,980 | NS | 0.203673% |
| OKTA | OKTA, INC. | 8,550 | NS | 0.201775% |
| VEEV | VEEVA SYSTEMS INC. | 3,828 | NS | 0.201611% |
| CSGP | COSTAR GROUP, INC. | 16,177 | NS | 0.195661% |
| FTAI Aviation Ltd. | FTAI Aviation Ltd. | 2,661 | NS | 0.195471% |
| DDOG | DATADOG, INC. | 5,495 | NS | 0.194493% |
| PODD | INSULET CORPORATION | 3,080 | NS | 0.19378% |
| TOST | TOAST, INC. | 24,089 | NS | 0.191469% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION | 3,027 | NS | 0.189756% |
| WST | WEST PHARMACEUTICAL SERVICES, INC. | 2,403 | NS | 0.180582% |
| NRG | NRG ENERGY, INC. | 4,081 | NS | 0.178816% |
| CHWY | CHEWY, INC. | 22,029 | NS | 0.178332% |
| IT | GARTNER, INC. | 3,748 | NS | 0.177935% |
| CNC | CENTENE CORPORATION | 17,658 | NS | 0.173337% |
| SNPS | SYNOPSYS, INC. | 1,451 | NS | 0.172488% |
| HUM | HUMANA INC. | 3,212 | NS | 0.166982% |
| GWRE | GUIDEWIRE SOFTWARE, INC. | 3,701 | NS | 0.165961% |
| BLDR | BUILDERS FIRSTSOURCE, INC. | 6,674 | NS | 0.164746% |
| FICO | FAIR ISAAC CORPORATION | 512 | NS | 0.163879% |
| DOCU | DOCUSIGN, INC. | 11,325 | NS | 0.160982% |
| NOW | SERVICENOW, INC. | 5,133 | NS | 0.160904% |
| MANH | MANHATTAN ASSOCIATES, INC. | 4,016 | NS | 0.16029% |
| FSLR | FIRST SOLAR, INC. | 2,645 | NS | 0.156435% |
| ANET | ARISTA NETWORKS, INC. | 4,163 | NS | 0.153251% |
| CVNA | CARVANA CO. | 1,607 | NS | 0.151475% |
| MEDP | MEDPACE HOLDINGS, INC. | 1,051 | NS | 0.151316% |
| CEG | CONSTELLATION ENERGY CORPORATION. | 1,800 | NS | 0.150708% |
| BLUE OWL CAPITAL INC. | BLUE OWL CAPITAL INC. | 54,290 | NS | 0.148614% |
| NTNX | NUTANIX, INC. | 12,780 | NS | 0.145646% |
| TLN | TALEN ENERGY CORP | 1,471 | NS | 0.140795% |
| PLTR | PALANTIR TECHNOLOGIES INC. | 3,134 | NS | 0.137453% |
| VST | VISTRA CORP. | 2,822 | NS | 0.127196% |
| AXON | AXON ENTERPRISE, INC. | 989 | NS | 0.125933% |
| SOFI | SOFI TECHNOLOGIES, INC. | 23,834 | NS | 0.11348% |
| CELH | CELSIUS HOLDINGS, INC. | 10,191 | NS | 0.10841% |
| APP | APPLOVIN CORPORATION | 817 | NS | 0.097493% |
| AFRM | AFFIRM HOLDINGS, INC. | 6,994 | NS | 0.096084% |
| CRDO | Credo Technology Group Holding Ltd | 3,036 | NS | 0.085447% |
| COIN | COINBASE GLOBAL, INC. | 1,458 | NS | 0.07633% |
| ALAB | Astera Labs, Inc | 2,058 | NS | 0.067628% |
| DOCS | Doximity Inc | 9,488 | NS | 0.066283% |
| MSTR | STRATEGY INC | 1,708 | NS | 0.063911% |
| TTD | THE TRADE DESK, INC. | 8,867 | NS | 0.060323% |
| SUPER MICRO COMPUTER, INC. | SUPER MICRO COMPUTER, INC. | 8,185 | NS | 0.055879% |
| ABIOMED INC CVR | ABIOMED INC CVR | 2,152 | NS | 0.000658% |
| ESM26 | S P 500 EMINI FUTURE JUN26 | 2 | NC | -0.000308% |
SEC N-PORT snapshot as of .