| Western Digital Corporation | 6,975 | US$4.46M | 3.4% |
| Berkshire Hathaway Inc. | 8,181 | US$4.09M | 3.1% |
| Alphabet Inc (google) Class C | 9,590 | US$3.43M | 2.6% |
| Eli Lilly And Company | 2,577 | US$3.09M | 2.4% |
| Broadcom Inc. | 7,994 | US$3.02M | 2.3% |
| Caterpillar, Inc. | 2,368 | US$2.52M | 1.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,842 | US$2.31M | 1.8% |
| Vertiv Holdings, Llc | 6,609 | US$2.21M | 1.7% |
| Pan American Silver Corp. | 44,777 | US$2.01M | 1.5% |
| Howmet Aerospace Inc. | 7,100 | US$1.91M | 1.5% |
| Nvidia Corporation | 9,370 | US$1.87M | 1.4% |
| Ge Vernova Inc. | 1,570 | US$1.84M | 1.4% |
| Lam Research Corporation | 4,219 | US$1.83M | 1.4% |
| Apple Inc | 6,314 | US$1.83M | 1.4% |
| Palantir Technologies Inc. | 15,123 | US$1.76M | 1.4% |
| Royal Gold, Inc. | 8,359 | US$1.67M | 1.3% |
| Asml Holding Nv | 788 | US$1.57M | 1.2% |
| Walmart Inc. | 13,727 | US$1.55M | 1.2% |
| Dell Technologies Inc. | 3,578 | US$1.54M | 1.2% |
| Amazon.com, Inc. | 6,436 | US$1.53M | 1.2% |
| United Rentals, Inc. | 1,347 | US$1.53M | 1.2% |
| Microsoft Corp. | 4,073 | US$1.52M | 1.2% |
| Parker-hannifin Corporation | 1,482 | US$1.45M | 1.1% |
| Marvell Technology, Inc. | 4,745 | US$1.41M | 1.1% |
| Mueller Industries, Inc. | 11,385 | US$1.4M | 1.1% |
| Costco Wholesale Corporation | 1,496 | US$1.4M | 1.1% |
| Churchill Downs, Incorporated | 15,240 | US$1.37M | 1.0% |
| Sterling Infrastructure, Inc. | 1,612 | US$1.35M | 1.0% |
| Micron Technology, Inc. | 1,157 | US$1.34M | 1.0% |
| Agnico Eagle Mines Limited | 7,633 | US$1.18M | 0.91% |
| Arista Networks, Inc. | 6,960 | US$1.18M | 0.91% |
| Applied Materials, Inc. | 1,613 | US$1.17M | 0.90% |
| Vistra Corp. | 7,170 | US$1.14M | 0.87% |
| Ge Aerospace | 3,043 | US$1.14M | 0.87% |
| Carpenter Technology Corporation | 1,842 | US$1.14M | 0.87% |
| Quanta Services, Inc. | 1,528 | US$1.1M | 0.84% |
| Robinhood Markets, Inc. | 10,380 | US$1.04M | 0.80% |
| Rockwell Automation, Inc. | 2,093 | US$1.04M | 0.80% |
| Celestica Inc. | 2,777 | US$1.01M | 0.78% |
| Ciena Corporation | 2,063 | US$1.01M | 0.78% |
| Heico Corporation | 3,914 | US$1.01M | 0.78% |
| Meta Platforms, Inc. | 1,783 | US$1M | 0.77% |
| Kla Corporation | 3,257 | US$983K | 0.75% |
| Constellation Energy Corporation | 3,775 | US$938K | 0.72% |
| Jp Morgan Chase & Co. | 2,848 | US$932K | 0.72% |
| Williams Companies, Inc. (the) | 12,393 | US$921K | 0.71% |
| Mastercard Incorporated | 1,776 | US$912K | 0.70% |
| Baker Hughes Company | 16,025 | US$889K | 0.68% |
| Guardant Health, Inc. | 5,898 | US$885K | 0.68% |
| Viasat, Inc. | 9,509 | US$854K | 0.66% |
| Ebay Inc. | 7,633 | US$853K | 0.65% |
| Exelixis, Inc. | 15,660 | US$852K | 0.65% |
| Ross Stores, Inc. | 3,943 | US$839K | 0.64% |
| Curtiss-wright Corporation | 1,068 | US$809K | 0.62% |
| Global Ship Lease Inc New | 21,440 | US$806K | 0.62% |
| Rtx Corporation | 3,977 | US$755K | 0.58% |
| Amphenol Corporation | 4,115 | US$726K | 0.56% |
| Corning Incorporated | 2,773 | US$708K | 0.54% |
| Emcor Group, Inc. | 804 | US$667K | 0.51% |
| Bwx Technologies, Inc. | 3,424 | US$666K | 0.51% |
| Cheniere Energy, Inc. | 2,710 | US$648K | 0.50% |
| Applied Optoelectronics, Inc. | 3,474 | US$638K | 0.49% |
| Southern Copper Corporation | 3,582 | US$624K | 0.48% |
| Altria Group, Inc. | 8,376 | US$603K | 0.46% |
| Rio Tinto Plc | 6,246 | US$593K | 0.46% |
| Mp Materials Corp. | 10,368 | US$581K | 0.45% |
| Enova International, Inc. | 2,411 | US$580K | 0.45% |
| Astera Labs, Inc. | 1,200 | US$580K | 0.45% |
| Viper Energy, Inc. | 13,669 | US$580K | 0.44% |
| Cameco Corporation | 5,672 | US$578K | 0.44% |
| Enbridge Inc. | 10,634 | US$576K | 0.44% |
| Eog Resources, Inc. | 4,379 | US$568K | 0.44% |
| Allison Transmission Holdings, Inc. | 4,969 | US$560K | 0.43% |
| Intuitive Surgical, Inc. | 1,395 | US$555K | 0.43% |
| Woodside Energy Group Ltd | 27,586 | US$533K | 0.41% |
| Abbvie Inc. | 2,116 | US$532K | 0.41% |
| Credo Technology Group Holding Ltd | 1,938 | US$527K | 0.40% |
| Jabil Inc. | 1,357 | US$523K | 0.40% |
| Eqt Corporation | 9,772 | US$520K | 0.40% |
| Teradyne, Inc. | 1,067 | US$516K | 0.40% |
| General Dynamics Corporation | 1,455 | US$515K | 0.40% |
| Clean Harbors, Inc. | 1,712 | US$511K | 0.39% |
| Esco Technologies Inc. | 1,455 | US$509K | 0.39% |
| Lumentum Holdings Inc. | 570 | US$489K | 0.38% |
| Caseys General Stores, Inc. | 601 | US$478K | 0.37% |
| Exxon Mobil Corporation | 3,358 | US$459K | 0.35% |
| Monolithic Power Systems, Inc. | 331 | US$458K | 0.35% |
| Merck & Company, Inc. | 3,317 | US$426K | 0.33% |
| Waterbridge Infrastructure Llc | 11,635 | US$399K | 0.31% |
| Sezzle Inc. | 2,307 | US$396K | 0.30% |
| Expedia Group, Inc. | 1,545 | US$395K | 0.30% |
| Amgen Inc. | 1,053 | US$381K | 0.29% |
| Csx Corporation | 7,704 | US$366K | 0.28% |
| Comfort Systems Usa, Inc. | 183 | US$363K | 0.28% |
| Diamondback Energy, Inc. | 2,062 | US$362K | 0.28% |
| Cummins Inc. | 500 | US$357K | 0.27% |
| Cboe Global Markets, Inc. | 1,450 | US$352K | 0.27% |
| Cincinnati Financial Corporation | 1,824 | US$338K | 0.26% |
| Aurinia Pharmaceuticals Inc | 18,964 | US$322K | 0.25% |
| Catalyst Pharmaceuticals, Inc. | 9,634 | US$303K | 0.23% |