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CMG,

Chipotle Mexican...

CMG,

Chipotle Mexican Grill, Inc.

MSFT,

Microsoft Corp.
Return: 6.28%

MSFT,

Microsoft Corp.
Return: 6.28%

SBUX,

Starbucks Corpor...
Return: 2.81%

SBUX,

Starbucks Corporation
Return: 2.81%

SOFI,

SoFi Technologie...

SOFI,

SoFi Technologies, Inc.

AMZN,

Amazon.com, Inc.
Return: 17.87%

AMZN,

Amazon.com, Inc.
Return: 17.87%

EAT,

Brinker Internat...
Return: 10.35%

EAT,

Brinker International Inc.
Return: 10.35%

ETN,

Eaton Corporatio...
Return: 11.36%

ETN,

Eaton Corporation plc
Return: 11.36%

GEV,

GE Vernova Inc.
Return: 18.41%

GEV,

GE Vernova Inc.
Return: 18.41%

GOOGL,

Alphabet Inc.

GOOGL,

Alphabet Inc.

HUBB,

Hubbell Inc.
Return: 13.85%

HUBB,

Hubbell Inc.
Return: 13.85%

PWR,

Quanta Services ...
Return: 5.12%

PWR,

Quanta Services Inc.
Return: 5.12%

AAPL,

Apple Inc.
Return: 5.92%

AAPL,

Apple Inc.
Return: 5.92%

AFRM,

Affirm Holdings,...

AFRM,

Affirm Holdings, Inc.

AMD,

Advanced Micro D...

AMD,

Advanced Micro Devices, Inc.

CELH,

Celsius Holdings...
Return: -19.56%

CELH,

Celsius Holdings Inc.
Return: -19.56%

CRM,

Salesforce Inc
Return: -6.58%

CRM,

Salesforce Inc
Return: -6.58%

CVS,

CVS Health Corpo...
Return: 2.61%

CVS,

CVS Health Corporation
Return: 2.61%

EQIX,

Equinix, Inc.
Return: 11.17%

EQIX,

Equinix, Inc.
Return: 11.17%

GOOG,

Alphabet Inc.

GOOG,

Alphabet Inc.

HD,

The Home Depot, ...
Return: 1.67%

HD,

The Home Depot, Inc.
Return: 1.67%

HR,

Healthcare Realt...
Return: 2.47%

HR,

Healthcare Realty Trust Incorporated
Return: 2.47%

INTU,

Intuit Inc.
Return: -14.01%

INTU,

Intuit Inc.
Return: -14.01%

LRCX,

Lam Research Cor...

LRCX,

Lam Research Corporation

MA,

Mastercard Incor...
Return: 3.61%

MA,

Mastercard Incorporated
Return: 3.61%

META,

Meta Platforms I...
Return: 9.75%

META,

Meta Platforms Inc Class A
Return: 9.75%