| Applied Materials, Inc. | 18,086 | US$13.1M | 10.5% |
| Marvell Technology, Inc. | 22,082 | US$6.58M | 5.3% |
| The Bank Of New York Mellon Corporation | 41,825 | US$6.05M | 4.8% |
| Alphabet Inc (google) Class C | 16,068 | US$5.74M | 4.6% |
| Borgwarner Inc. | 82,872 | US$5.5M | 4.4% |
| Apple Inc | 17,055 | US$4.94M | 3.9% |
| Amgen Inc. | 11,393 | US$4.13M | 3.3% |
| Charles Schwab Corporation (the) | 38,245 | US$3.53M | 2.8% |
| Caterpillar, Inc. | 2,814 | US$3M | 2.4% |
| On Semiconductor Corporation | 30,292 | US$2.86M | 2.3% |
| Pepsico, Inc. | 18,354 | US$2.49M | 2.0% |
| Deere & Company | 3,304 | US$2.1M | 1.7% |
| Cvs Health Corporation | 19,269 | US$1.99M | 1.6% |
| Zimmer Biomet Holdings, Inc. | 18,392 | US$1.58M | 1.3% |
| Microsoft Corp. | 3,820 | US$1.42M | 1.1% |
| Visa Inc. | 4,053 | US$1.39M | 1.1% |
| Warner Bros. Discovery, Inc. - Series A | 49,853 | US$1.33M | 1.1% |
| Amazon.com, Inc. | 4,766 | US$1.14M | 0.91% |
| Nucor Corporation | 4,975 | US$1.11M | 0.89% |
| United Parcel Service, Inc. | 9,917 | US$1.07M | 0.85% |
| Eli Lilly And Company | 646 | US$775K | 0.62% |
| Kla Corporation | 2,550 | US$769K | 0.62% |
| Walmart Inc. | 6,288 | US$712K | 0.57% |
| Nvidia Corporation | 3,495 | US$699K | 0.56% |
| Procter & Gamble Company (the) | 4,422 | US$648K | 0.52% |
| Robert Half Inc. | 20,848 | US$640K | 0.51% |
| Johnson & Johnson | 2,443 | US$620K | 0.50% |
| Berkshire Hathaway Inc. | 1,074 | US$537K | 0.43% |
| Jp Morgan Chase & Co. | 1,501 | US$491K | 0.39% |
| At&t Inc. | 22,612 | US$468K | 0.37% |
| Lululemon Athletica Inc. | 3,668 | US$419K | 0.33% |
| Intel Corporation | 2,842 | US$397K | 0.32% |
| Tjx Companies, Inc. (the) | 2,569 | US$389K | 0.31% |
| Quanta Services, Inc. | 536 | US$386K | 0.31% |
| Norfolk Southern Corporation | 1,213 | US$382K | 0.31% |
| Micron Technology, Inc. | 286 | US$330K | 0.26% |
| Broadcom Inc. | 842 | US$318K | 0.25% |
| Lumentum Holdings Inc. | 358 | US$307K | 0.25% |
| Lam Research Corporation | 701 | US$304K | 0.24% |
| Comfort Systems Usa, Inc. | 152 | US$301K | 0.24% |
| Palo Alto Networks, Inc. | 782 | US$267K | 0.21% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 525 | US$251K | 0.20% |
| Costco Wholesale Corporation | 262 | US$245K | 0.20% |
| Advanced Micro Devices Inc | 415 | US$241K | 0.19% |
| Teradyne, Inc. | 491 | US$238K | 0.19% |
| Mckesson Corporation | 299 | US$226K | 0.18% |
| Arista Networks, Inc. | 1,287 | US$219K | 0.17% |
| Goldman Sachs Group, Inc. (the) | 211 | US$213K | 0.17% |
| Mastercard Incorporated | 414 | US$213K | 0.17% |
| Ati Inc. | 1,050 | US$207K | 0.17% |
| Caseys General Stores, Inc. | 244 | US$194K | 0.16% |
| Mcdonald's Corporation | 698 | US$189K | 0.15% |
| Rtx Corporation | 984 | US$187K | 0.15% |
| Twilio Inc. | 897 | US$185K | 0.15% |
| O'reilly Automotive, Inc. | 1,959 | US$180K | 0.14% |
| Welltower Inc. | 769 | US$175K | 0.14% |
| Xpo, Inc. | 837 | US$172K | 0.14% |
| Novartis Ag | 1,060 | US$166K | 0.13% |
| Northrop Grumman Corporation | 301 | US$153K | 0.12% |
| Bwx Technologies, Inc. | 766 | US$149K | 0.12% |
| Western Digital Corporation | 204 | US$130K | 0.10% |
| Dell Technologies Inc. | 292 | US$126K | 0.10% |
| Elevance Health, Inc. | 313 | US$121K | 0.10% |
| Cisco Systems, Inc. | 951 | US$112K | 0.09% |
| Texas Instruments Incorporated | 365 | US$109K | 0.09% |
| Digitalocean Holdings, Inc. | 681 | US$107K | 0.09% |
| Qualcomm Incorporated | 565 | US$104K | 0.08% |
| Home Depot, Inc. (the) | 291 | US$103K | 0.08% |
| Revolution Medicines, Inc. | 508 | US$95,138 | 0.08% |
| Marathon Petroleum Corporation | 372 | US$95,109 | 0.08% |
| Cencora, Inc. | 315 | US$89,139 | 0.07% |
| Netflix, Inc. | 1,171 | US$83,609 | 0.07% |
| International Business Machines Corporation | 294 | US$82,676 | 0.07% |
| Applovin Corporation | 138 | US$71,102 | 0.06% |
| Jabil Inc. | 183 | US$70,543 | 0.06% |
| Meta Platforms, Inc. | 125 | US$70,411 | 0.06% |
| Unitedhealth Group Incorporated | 165 | US$68,579 | 0.05% |
| Analog Devices, Inc. | 167 | US$66,327 | 0.05% |
| Exxon Mobil Corporation | 482 | US$65,899 | 0.05% |
| Coca-cola Company (the) | 800 | US$65,016 | 0.05% |
| Asml Holding Nv | 32 | US$63,662 | 0.05% |
| Kroger Company (the) | 1,091 | US$60,583 | 0.05% |
| Lowe's Companies, Inc. | 220 | US$48,508 | 0.04% |
| Csx Corporation | 1,020 | US$48,481 | 0.04% |
| Allstate Corporation (the) | 189 | US$44,971 | 0.04% |
| Merck & Company, Inc. | 335 | US$43,048 | 0.03% |
| Palantir Technologies Inc. | 364 | US$42,468 | 0.03% |
| Cardinal Health, Inc. | 176 | US$41,811 | 0.03% |
| Progressive Corporation (the) | 190 | US$41,506 | 0.03% |
| Kkr & Co. Inc. | 446 | US$40,934 | 0.03% |
| Kinder Morgan, Inc. | 1,224 | US$39,131 | 0.03% |
| Avery Dennison Corporation | 232 | US$37,665 | 0.03% |
| Howmet Aerospace Inc. | 140 | US$37,640 | 0.03% |
| Emcor Group, Inc. | 44 | US$36,515 | 0.03% |
| U.s. Bancorp | 595 | US$35,938 | 0.03% |
| Sherwin-williams Company (the) | 102 | US$35,121 | 0.03% |
| Lockheed Martin Corporation | 66 | US$33,624 | 0.03% |
| Hca Healthcare, Inc. | 86 | US$33,531 | 0.03% |
| Digital Realty Trust, Inc. | 186 | US$33,402 | 0.03% |
| Intuitive Surgical, Inc. | 82 | US$32,610 | 0.03% |