| Broadcom Inc. | 419K | US$158M | 8.1% |
| Nvidia Corporation | 737K | US$147M | 7.6% |
| Apple Inc | 399K | US$115M | 5.9% |
| Micron Technology, Inc. | 78,396 | US$90.5M | 4.6% |
| Alphabet Inc (google) Class C | 249K | US$88.8M | 4.6% |
| Quanta Services, Inc. | 115K | US$82.5M | 4.2% |
| Palo Alto Networks, Inc. | 225K | US$76.6M | 3.9% |
| Microsoft Corp. | 161K | US$59.9M | 3.1% |
| Amazon.com, Inc. | 231K | US$55M | 2.8% |
| Abbvie Inc. | 171K | US$42.9M | 2.2% |
| Iron Mountain Incorporated (delaware) | 316K | US$40M | 2.0% |
| Visa Inc. | 116K | US$39.7M | 2.0% |
| Jp Morgan Chase & Co. | 119K | US$38.8M | 2.0% |
| Costco Wholesale Corporation | 40,762 | US$38.1M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 76,605 | US$36.6M | 1.9% |
| Cisco Systems, Inc. | 306K | US$35.9M | 1.8% |
| Williams Companies, Inc. (the) | 461K | US$34.2M | 1.8% |
| Crowdstrike Holdings, Inc. | 41,855 | US$31.9M | 1.6% |
| Blackstone Inc. | 250K | US$29.4M | 1.5% |
| Main Street Capital Corporation | 499K | US$25.9M | 1.3% |
| Kkr & Co. Inc. | 262K | US$24M | 1.2% |
| Walmart Inc. | 202K | US$22.8M | 1.2% |
| Valero Energy Corporation | 86,406 | US$22.5M | 1.2% |
| Marvell Technology, Inc. | 75,527 | US$22.5M | 1.2% |
| Rtx Corporation | 115K | US$21.8M | 1.1% |
| Equinix, Inc. | 20,379 | US$21.2M | 1.1% |
| International Business Machines Corporation | 73,938 | US$20.8M | 1.1% |
| Home Depot, Inc. (the) | 58,749 | US$20.7M | 1.1% |
| Goldman Sachs Group, Inc. (the) | 20,410 | US$20.6M | 1.1% |
| Mastercard Incorporated | 39,179 | US$20.1M | 1.0% |
| Dell Technologies Inc. | 41,993 | US$18.1M | 0.93% |
| Exxon Mobil Corporation | 132K | US$18M | 0.92% |
| Citigroup, Inc. | 127K | US$17.8M | 0.91% |
| Emerson Electric Company | 122K | US$17.5M | 0.90% |
| Eli Lilly And Company | 14,015 | US$16.8M | 0.86% |
| Ge Vernova Inc. | 12,703 | US$14.9M | 0.76% |
| Oracle Corporation | 90,314 | US$13.2M | 0.68% |
| Cummins Inc. | 18,064 | US$12.9M | 0.66% |
| Phillips 66 | 76,160 | US$12.9M | 0.66% |
| Shell Plc | 158K | US$12.3M | 0.63% |
| Coca-cola Company (the) | 151K | US$12.3M | 0.63% |
| Chevron Corporation | 73,163 | US$12.1M | 0.62% |
| Johnson & Johnson | 36,227 | US$9.2M | 0.47% |
| Blackrock, Inc. | 9,059 | US$8.71M | 0.45% |
| Amgen Inc. | 22,188 | US$8.03M | 0.41% |
| Digital Realty Trust, Inc. | 44,168 | US$7.93M | 0.41% |
| Marathon Petroleum Corporation | 29,469 | US$7.53M | 0.39% |
| Enterprise Products Partners L.p. | 202K | US$7.43M | 0.38% |
| Morgan Stanley | 33,372 | US$6.98M | 0.36% |
| At&t Inc. | 335K | US$6.94M | 0.36% |
| Pfizer, Inc. | 288K | US$6.94M | 0.36% |
| Enbridge Inc. | 116K | US$6.31M | 0.32% |
| Mcdonald's Corporation | 21,183 | US$5.73M | 0.29% |
| Prologis, Inc. | 41,950 | US$5.68M | 0.29% |
| Energy Transfer Lp | 295K | US$5.64M | 0.29% |
| Kinder Morgan, Inc. | 165K | US$5.27M | 0.27% |
| Mplx Lp | 91,145 | US$5.13M | 0.26% |
| Qualcomm Incorporated | 27,640 | US$5.11M | 0.26% |
| Verizon Communications Inc. | 117K | US$4.94M | 0.25% |
| Advanced Micro Devices Inc | 8,385 | US$4.87M | 0.25% |
| American Tower Corporation (reit) | 29,645 | US$4.85M | 0.25% |
| Constellation Energy Corporation | 18,686 | US$4.64M | 0.24% |
| Pepsico, Inc. | 32,110 | US$4.35M | 0.22% |
| Tesla, Inc. | 9,896 | US$4.16M | 0.21% |
| Bank Of America Corporation | 71,594 | US$4.08M | 0.21% |
| Asml Holding Nv | 2,010 | US$4M | 0.20% |
| Nextera Energy, Inc. | 44,758 | US$3.93M | 0.20% |
| Thermo Fisher Scientific Inc | 7,571 | US$3.8M | 0.19% |
| L3harris Technologies, Inc. | 12,252 | US$3.56M | 0.18% |
| Tjx Companies, Inc. (the) | 23,290 | US$3.53M | 0.18% |
| Darden Restaurants, Inc. | 14,910 | US$3.07M | 0.16% |
| Simon Property Group, Inc. | 12,948 | US$2.9M | 0.15% |
| Caterpillar, Inc. | 2,559 | US$2.73M | 0.14% |
| Starwood Property Trust Inc. | 163K | US$2.67M | 0.14% |
| Meta Platforms, Inc. | 4,626 | US$2.61M | 0.13% |
| Ralph Lauren Corporation | 6,370 | US$2.56M | 0.13% |
| Texas Instruments Incorporated | 7,880 | US$2.35M | 0.12% |
| Salesforce, Inc. | 14,628 | US$2.29M | 0.12% |
| Procter & Gamble Company (the) | 13,741 | US$2.02M | 0.10% |
| Unitedhealth Group Incorporated | 4,521 | US$1.88M | 0.10% |
| Starbucks Corporation | 17,838 | US$1.82M | 0.09% |
| Walt Disney Company (the) | 17,076 | US$1.64M | 0.08% |
| Merck & Company, Inc. | 12,132 | US$1.56M | 0.08% |
| Intel Corporation | 9,962 | US$1.39M | 0.07% |
| Mondelez International, Inc. | 20,764 | US$1.2M | 0.06% |
| Sherwin-williams Company (the) | 3,386 | US$1.17M | 0.06% |
| Netflix, Inc. | 15,776 | US$1.13M | 0.06% |
| Amphenol Corporation | 6,167 | US$1.09M | 0.06% |
| Danaher Corporation | 4,843 | US$922K | 0.05% |
| United Rentals, Inc. | 775 | US$878K | 0.04% |
| Abbott Laboratories | 9,505 | US$863K | 0.04% |
| Palantir Technologies Inc. | 6,912 | US$806K | 0.04% |
| Toronto-dominion Bank | 5,805 | US$705K | 0.04% |
| Automatic Data Processing, Inc. | 3,133 | US$702K | 0.04% |
| Mercadolibre, Inc. | 393 | US$667K | 0.03% |
| Conocophillips | 6,099 | US$634K | 0.03% |
| Lam Research Corporation | 1,410 | US$611K | 0.03% |
| American Express Company | 1,769 | US$599K | 0.03% |
| Waste Management, Inc. | 2,636 | US$588K | 0.03% |
| Applied Materials, Inc. | 800 | US$578K | 0.03% |