CLEARWATER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
42.8%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 768.65K
Full voting authority
768.65K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 99.17K | SH | $36.86M 28.23% | 99.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.31K | SH | $9.85M 7.55% | 47.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.92K | SH | $9.23M 7.07% | 52.92K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 48.92K | SH | $8.05M 6.17% | 48.92K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.33K | SH | $7.89M 6.04% | 9.33K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 30.52K | SH | $7.31M 5.60% | 30.52K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 62.04K | SH | $7.26M 5.56% | 62.04K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 15.93K | SH | $6.77M 5.18% | 15.93K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 68.04K | SH | $6.54M 5.01% | 68.04K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 42.12K | SH | $6.20M 4.75% | 42.12K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE ENERGYSOLE | PARTNERSHIP UNIT | 172.17K | SH | $5.62M 4.30% | 172.17K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 10.61K | SH | $4.89M 3.75% | 10.61K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 25.36K | SH | $4.73M 3.63% | 25.36K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 39.57K | SH | $4.69M 3.60% | 39.57K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 44.64K | SH | $4.67M 3.57% | 44.64K | 0.00 | 0.00 |