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Here is every stock currently in the Invesco QQQ Trust $QQQ: NVIDIA $NVDA 8.49% weighting Apple $AAPL 7.71% Microsoft $MSFT 6.02% Micron Technology $MU 4.69% Amazon $AMZN 4.43% Advanced Micro Devices $AMD 3.34% Google (Class A) $GOOGL 3.15% Google (Class C) $GOOG 2.92% Tesla $TSLA 2.87% Broadcom $AVGO 2.83% Meta Platforms $META 2.77% Walmart $WMT 2.31% Intel $INTC 1.99% Cisco Systems $CSCO 1.93% Costco Wholesale $COST 1.86% Palantir Technologies $PLTR 1.84% Lam Research $LRCX 1.62% Applied Materials $AMAT 1.57% Netflix $NFLX 1.52% Palo Alto Networks $PANW 1.32% Space Exploration Technologies $SPCX 1.21% Amgen $AMGN 1.06% Texas Instruments $TXN 1.03% SanDisk $SNDK 1.01% Linde $LIN 1.00% KLA $KLAC 0.99% CrowdStrike Holdings $CRWD 0.98% T-Mobile US $TMUS 0.88% PepsiCo $PEP 0.85% Gilead Sciences $GILD 0.83% Marvell Technology $MRVL 0.82% Seagate Technology blockstack:native 0.82% Qualcomm $QCOM 0.78% Analog Devices $ADI 0.77% Shopify $SHOP 0.76% Western Digital $WDC 0.69% ASML Holding $ASML 0.68% Booking Holdings $BKNG 0.68% Vertex Pharmaceuticals $VRTX 0.62% Intuitive Surgical $ISRG 0.58% Starbucks $SBUX 0.54% Fortinet $FTNT 0.53% Adobe $ADBE 0.52% Automatic Data Processing $ADP 0.50% Constellation Energy $CEG 0.45% ARM Holdings $ARM 0.44% MercadoLibre $MELI 0.44% AppLovin $APP 0.42% Intuit $INTU 0.42% Comcast $CMCSA 0.42% DoorDash DASH 0.41% CSX CSX 0.40% Marriott International MAR 0.39% Monster Beverage MNST 0.39% Cadence Design Systems CDNS 0.38% Regeneron Pharmaceuticals REGN 0.38% Cintas CTAS 0.36% Synopsys SNPS 0.35% Mondelez International MDLZ 0.35% Airbnb ABNB 0.34% Datadog DDOG 0.33% Ross Stores ROST 0.33% O'Reilly Automotive ORLY 0.32% Warner Bros Discovery WBD 0.32% Lumentum Holdings LITE 0.30% American Electric Power AEP 0.30% Honeywell International HON 0.30% PACCAR PCAR 0.29% Baker Hughes BKR 0.28% Monolithic Power Systems MPWR 0.27% Diamondback Energy FANG 0.25% NXP Semiconductors NXPI 0.25% Fastenal FAST 0.25% PDD Holdings PDD 0.25% Teradyne TER 0.23% Autodesk ADSK 0.23% Honeywell Aerospace HONA 0.22% Astera Labs ALAB 0.21% Coca-Cola Europacific Partners CCEP 0.21% Xcel Energy XEL 0.21% PayPal Holdings PYPL 0.21% Paychex PAYX 0.20% Exelon EXC 0.20% Nebius Group NBIS 0.20% Keurig Dr Pepper KDP 0.19% IDEXX Laboratories IDXX 0.19% Roper Technologies ROP 0.19% Axon Enterprise AXON 0.19% Ferrovial FER 0.18% Strategy MSTR 0.18% Thomson Reuters TRI 0.18% Take-Two Interactive Software TTWO 0.18% Workday WDAY 0.18% Microchip Technology MCHP 0.17% Old Dominion Freight Line ODFL 0.17% CoreWeave CRWV 0.16% Rocket Lab RKLB 0.16% Dexcom DXCM 0.15% Alnylam Pharmaceuticals ALNY 0.15% GE HealthCare Technologies GEHC 0.14% Kraft Heinz KHC 0.14% Copart CPRT 0.13%
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Cantor Fitzgerald Initiates $TEM at Overweight, PT $80 Analyst comments: "TEM is an AI-powered precision medicine data company with most of its upside coming from a single correction: The Street values Data & Applications like a life sciences data vendor, although its growth and margins more closely resemble a platform business. Combined with diversified exposure to biopharma R&D and provider adoption, as well as five under-appreciated growth levers, we believe the risk/reward skews heavily to the upside. Tempus’ D&A segment is mispriced against the wrong peer group, in our view. While Dx trades in-line with its true peer group (6.6x 2028 EV/Revenue, per BLLN, CAI, GH, NTRA, and NEO), D&A does not. The market prices its 26% growth and 76% gross margin off decelerating staffing and hardware-heavy data-vendor peers (IQV, VEEV, TXG, and CERT at 6.1x) instead of the platform businesses whose growth and margin profile it actually matches (PLTR, SNOW, DDOG, and RDDT at 11.7x)." Analyst: Sarah James
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