| Nvidia Corporation | 254K | US$50.8M | 4.5% |
| Apple Inc | 141K | US$40.9M | 3.6% |
| Alphabet Inc (google) Class C | 112K | US$40M | 3.5% |
| Kla Corporation | 103K | US$31.1M | 2.8% |
| Meta Platforms, Inc. | 36,297 | US$20.4M | 1.8% |
| Broadcom Inc. | 51,482 | US$19.4M | 1.7% |
| Tesla, Inc. | 45,473 | US$19.1M | 1.7% |
| Microsoft Corp. | 50,084 | US$18.7M | 1.7% |
| Lam Research Corporation | 28,519 | US$12.4M | 1.1% |
| Merck & Company, Inc. | 87,982 | US$11.3M | 1.0% |
| Procter & Gamble Company (the) | 75,447 | US$11.1M | 0.98% |
| Advanced Micro Devices Inc | 19,024 | US$11.1M | 0.98% |
| Quanta Services, Inc. | 13,856 | US$9.98M | 0.88% |
| Applied Materials, Inc. | 13,791 | US$9.97M | 0.88% |
| Stmicroelectronics Nv | 132K | US$9.92M | 0.88% |
| Coherent Corp. | 23,436 | US$9.24M | 0.82% |
| Vertiv Holdings, Llc | 27,478 | US$9.2M | 0.82% |
| Welltower Inc. | 40,361 | US$9.16M | 0.81% |
| Texas Instruments Incorporated | 28,063 | US$8.36M | 0.74% |
| Air Products And Chemicals, Inc. | 27,368 | US$8.02M | 0.71% |
| Abbvie Inc. | 31,610 | US$7.95M | 0.70% |
| Target Corporation | 59,869 | US$7.82M | 0.69% |
| Mondelez International, Inc. | 128K | US$7.38M | 0.65% |
| Sharkninja, Inc. | 48,143 | US$7.33M | 0.65% |
| Fastenal Company | 152K | US$7.32M | 0.65% |
| Kenvue Inc. | 373K | US$7.14M | 0.63% |
| Snowflake Inc. | 28,005 | US$7.13M | 0.63% |
| Asml Holding Nv | 3,557 | US$7.08M | 0.63% |
| Cadence Design Systems, Inc. | 18,821 | US$7.06M | 0.63% |
| Prologis, Inc. | 51,369 | US$6.96M | 0.62% |
| Texas Pacific Land Corporation | 15,536 | US$6.8M | 0.60% |
| Eli Lilly And Company | 5,597 | US$6.71M | 0.59% |
| Equinix, Inc. | 6,315 | US$6.58M | 0.58% |
| Analog Devices, Inc. | 16,241 | US$6.45M | 0.57% |
| Cummins Inc. | 8,965 | US$6.39M | 0.57% |
| Monolithic Power Systems, Inc. | 4,476 | US$6.19M | 0.55% |
| Johnson & Johnson | 24,292 | US$6.17M | 0.55% |
| Visa Inc. | 17,967 | US$6.16M | 0.55% |
| Telefonaktiebolaget Lm Ericsson Class A | 543K | US$6.06M | 0.54% |
| Expeditors International Of Washington, Inc. | 37,069 | US$6.04M | 0.54% |
| Macom Technology Solutions Holdings, Inc. | 15,832 | US$6.02M | 0.53% |
| Canadian National Railway Company | 49,777 | US$5.94M | 0.53% |
| Arista Networks, Inc. | 34,764 | US$5.91M | 0.52% |
| Palo Alto Networks, Inc. | 17,056 | US$5.82M | 0.52% |
| Mastercard Incorporated | 11,312 | US$5.81M | 0.51% |
| W.w. Grainger, Inc. | 4,209 | US$5.73M | 0.51% |
| Nike, Inc. | 139K | US$5.69M | 0.50% |
| International Business Machines Corporation | 20,165 | US$5.67M | 0.50% |
| Cisco Systems, Inc. | 47,791 | US$5.61M | 0.50% |
| Kontoor Brands, Inc. | 67,098 | US$5.59M | 0.50% |
| Skyworks Solutions, Inc. | 81,232 | US$5.51M | 0.49% |
| Pepsico, Inc. | 40,133 | US$5.43M | 0.48% |
| Mettler-toledo International, Inc. | 4,164 | US$5.32M | 0.47% |
| Veeva Systems Inc. | 29,607 | US$5.25M | 0.47% |
| Novo Nordisk A/s Class B | 107K | US$5.14M | 0.46% |
| Union Pacific Corporation | 18,721 | US$5.09M | 0.45% |
| Cardinal Health, Inc. | 21,399 | US$5.08M | 0.45% |
| Ecolab Inc. | 18,156 | US$5.06M | 0.45% |
| Canadian Natural Resources Limited | 126K | US$4.99M | 0.44% |
| Howmet Aerospace Inc. | 18,456 | US$4.96M | 0.44% |
| Idexx Laboratories, Inc. | 9,403 | US$4.95M | 0.44% |
| Danaher Corporation | 25,961 | US$4.95M | 0.44% |
| Unilever Plc | 82,072 | US$4.93M | 0.44% |
| Republic Services, Inc. | 23,004 | US$4.9M | 0.43% |
| Chevron Corporation | 29,544 | US$4.9M | 0.43% |
| Ross Stores, Inc. | 22,776 | US$4.85M | 0.43% |
| Ferguson Enterprises Inc. | 20,358 | US$4.83M | 0.43% |
| Becton, Dickinson And Company | 31,744 | US$4.8M | 0.43% |
| Genuine Parts Company | 40,554 | US$4.78M | 0.42% |
| Novartis Ag | 30,427 | US$4.77M | 0.42% |
| Cloudflare, Inc. | 19,094 | US$4.68M | 0.41% |
| Agnico Eagle Mines Limited | 30,157 | US$4.68M | 0.41% |
| Regency Centers Corporation | 57,661 | US$4.6M | 0.41% |
| Heico Corporation | 17,681 | US$4.56M | 0.40% |
| Halliburton Company | 130K | US$4.4M | 0.39% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,151 | US$4.37M | 0.39% |
| Lincoln Electric Holdings, Inc. | 16,266 | US$4.32M | 0.38% |
| Southern Copper Corporation | 23,857 | US$4.16M | 0.37% |
| Kimberly-clark Corporation | 37,583 | US$4.13M | 0.37% |
| The Hershey Company | 23,326 | US$4.09M | 0.36% |
| Mongodb, Inc. | 11,990 | US$4.03M | 0.36% |
| Phillips 66 | 23,705 | US$4.01M | 0.36% |
| Conocophillips | 37,827 | US$3.93M | 0.35% |
| Imperial Oil Limited | 34,452 | US$3.86M | 0.34% |
| Ge Vernova Inc. | 3,217 | US$3.78M | 0.33% |
| Shopify Inc. | 32,760 | US$3.74M | 0.33% |
| Colgate-palmolive Company | 40,711 | US$3.73M | 0.33% |
| Amphenol Corporation | 21,111 | US$3.72M | 0.33% |
| Corning Incorporated | 14,365 | US$3.67M | 0.33% |
| Corteva, Inc. | 42,812 | US$3.63M | 0.32% |
| Tjx Companies, Inc. (the) | 23,372 | US$3.54M | 0.31% |
| Netapp, Inc. | 22,688 | US$3.51M | 0.31% |
| Exxon Mobil Corporation | 25,420 | US$3.48M | 0.31% |
| Cintas Corporation | 20,293 | US$3.45M | 0.31% |
| Lowe's Companies, Inc. | 15,476 | US$3.41M | 0.30% |
| Amgen Inc. | 9,364 | US$3.39M | 0.30% |
| Datadog, Inc. | 12,759 | US$3.32M | 0.29% |
| Fortinet, Inc. | 21,480 | US$3.3M | 0.29% |
| Boot Barn Holdings, Inc. | 19,927 | US$3.27M | 0.29% |
| Booking Holdings Inc. Common Stock | 18,322 | US$3.27M | 0.29% |