| Advanced Micro Devices Inc | 77,692 | US$45.1M | 6.2% |
| Intel Corporation | 249K | US$34.8M | 4.8% |
| Corning Incorporated | 120K | US$30.6M | 4.2% |
| Strategy Inc | 334K | US$29.1M | 4.0% |
| Apple Inc | 89,083 | US$25.8M | 3.5% |
| Asml Holding Nv | 10,546 | US$21M | 2.9% |
| Bloom Energy Corporation | 65,222 | US$19.7M | 2.7% |
| Alphabet Inc (google) Class C | 50,783 | US$18.1M | 2.5% |
| Oracle Corporation | 95,749 | US$14M | 1.9% |
| Kla Corporation | 35,661 | US$10.8M | 1.5% |
| Credo Technology Group Holding Ltd | 37,528 | US$10.2M | 1.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,865 | US$9.96M | 1.4% |
| On Semiconductor Corporation | 93,910 | US$8.88M | 1.2% |
| Cisco Systems, Inc. | 67,391 | US$7.92M | 1.1% |
| Lam Research Corporation | 17,383 | US$7.53M | 1.0% |
| Texas Instruments Incorporated | 23,735 | US$7.07M | 0.97% |
| Qualcomm Incorporated | 36,536 | US$6.75M | 0.93% |
| Applied Materials, Inc. | 8,938 | US$6.46M | 0.89% |
| Eli Lilly And Company | 5,347 | US$6.41M | 0.88% |
| Circle Internet Group, Inc. | 102K | US$6.41M | 0.88% |
| Tesla, Inc. | 14,240 | US$5.99M | 0.82% |
| Newmont Corporation | 44,580 | US$4.16M | 0.57% |
| Ouster, Inc. | 65,711 | US$4.11M | 0.56% |
| Microchip Technology Incorporated | 43,173 | US$3.94M | 0.54% |
| Ionq, Inc. | 71,892 | US$3.83M | 0.53% |
| Sable Offshore Corp. | 1.1M | US$3.4M | 0.47% |
| Wendy's Company (the) | 366K | US$3.04M | 0.42% |
| Coeur Mining, Inc. | 184K | US$3.01M | 0.41% |
| Chevron Corporation | 18,047 | US$2.99M | 0.41% |
| Freeport-mcmoran, Inc. | 46,562 | US$2.93M | 0.40% |
| Ge Vernova Inc. | 2,486 | US$2.92M | 0.40% |
| Monolithic Power Systems, Inc. | 2,101 | US$2.9M | 0.40% |
| Kinross Gold Corporation | 122K | US$2.87M | 0.39% |
| Pan American Silver Corp. | 62,044 | US$2.78M | 0.38% |
| Hewlett Packard Enterprise Company | 61,592 | US$2.78M | 0.38% |
| Navitas Semiconductor Corporation | 147K | US$2.63M | 0.36% |
| Barrick Mining Corporation | 70,016 | US$2.57M | 0.35% |
| Dow Inc. | 93,521 | US$2.56M | 0.35% |
| Cme Group Inc. | 11,563 | US$2.55M | 0.35% |
| Iridium Communications Inc | 45,280 | US$2.48M | 0.34% |
| Firefly Aerospace Inc. | 83,925 | US$2.47M | 0.34% |
| Suncor Energy Inc. | 45,510 | US$2.44M | 0.34% |
| Astera Labs, Inc. | 5,054 | US$2.44M | 0.33% |
| Agnico Eagle Mines Limited | 15,413 | US$2.39M | 0.33% |
| Amazon.com, Inc. | 9,936 | US$2.37M | 0.32% |
| Canadian Natural Resources Limited | 59,378 | US$2.35M | 0.32% |
| Alamos Gold Inc. | 71,899 | US$2.18M | 0.30% |
| Rio Tinto Plc | 22,727 | US$2.16M | 0.30% |
| Ase Technology Holding Co., Ltd. | 46,635 | US$2.1M | 0.29% |
| Gold Fields Limited | 61,916 | US$2.08M | 0.29% |
| First Majestic Silver Corp. | 121K | US$2.06M | 0.28% |
| Hecla Mining Company | 133K | US$2.04M | 0.28% |
| Equinox Gold Corp. | 206K | US$2M | 0.27% |
| Wheaton Precious Metals Corp | 17,607 | US$1.98M | 0.27% |
| Amkor Technology, Inc. | 22,666 | US$1.95M | 0.27% |
| Analog Devices, Inc. | 4,909 | US$1.95M | 0.27% |
| Fuelcell Energy, Inc. | 53,490 | US$1.93M | 0.26% |
| Fabrinet | 3,326 | US$1.87M | 0.26% |
| Shell Plc | 23,786 | US$1.84M | 0.25% |
| Arista Networks, Inc. | 10,818 | US$1.84M | 0.25% |
| Conocophillips | 17,604 | US$1.83M | 0.25% |
| Absci Corporation | 157K | US$1.82M | 0.25% |
| Baker Hughes Company | 32,615 | US$1.81M | 0.25% |
| Digitalocean Holdings, Inc. | 11,518 | US$1.81M | 0.25% |
| Applied Digital Corporation | 48,322 | US$1.8M | 0.25% |
| Hudbay Minerals Inc | 73,016 | US$1.72M | 0.24% |
| Petroleo Brasileiro Sa | 106K | US$1.71M | 0.23% |
| Hyperliquid Strategies Inc | 217K | US$1.71M | 0.23% |
| Bhp Group Ltd | 20,245 | US$1.69M | 0.23% |
| Atlassian Corporation | 21,467 | US$1.67M | 0.23% |
| Teck Resources Limited Class A | 27,949 | US$1.66M | 0.23% |
| Cenovus Energy Inc. | 66,962 | US$1.66M | 0.23% |
| Cognizant Technology Solutions Corporation | 42,704 | US$1.65M | 0.23% |
| First Solar, Inc. | 6,866 | US$1.62M | 0.22% |
| Penguin Solutions, Inc. | 20,739 | US$1.58M | 0.22% |
| Ssr Mining Inc. | 53,790 | US$1.52M | 0.21% |
| Apa Corporation | 46,254 | US$1.51M | 0.21% |
| Ttm Technologies, Inc. | 7,949 | US$1.49M | 0.20% |
| Redwire Corporation | 120K | US$1.47M | 0.20% |
| Bitmine Immersion Technologies, Inc. | 109K | US$1.45M | 0.20% |
| American Electric Power Company, Inc. | 10,516 | US$1.44M | 0.20% |
| Venture Global, Inc. | 128K | US$1.42M | 0.20% |
| Berkshire Hathaway Inc. | 2,843 | US$1.42M | 0.20% |
| Velo3d, Inc. | 80,861 | US$1.42M | 0.19% |
| Rambus, Inc. | 10,386 | US$1.38M | 0.19% |
| Occidental Petroleum Corporation | 28,073 | US$1.36M | 0.19% |
| Sunrun Inc. | 101K | US$1.36M | 0.19% |
| Coca-cola Company (the) | 16,689 | US$1.36M | 0.19% |
| Forgent Power Solutions, Inc. | 23,684 | US$1.32M | 0.18% |
| United Microelectronics Corp. | 48,516 | US$1.32M | 0.18% |
| Nextpower Inc. | 10,629 | US$1.27M | 0.17% |
| Valero Energy Corporation | 4,846 | US$1.26M | 0.17% |
| Akamai Technologies, Inc. | 10,663 | US$1.26M | 0.17% |
| Viavi Solutions Inc. | 26,324 | US$1.26M | 0.17% |
| Iamgold Corporation | 79,009 | US$1.25M | 0.17% |
| Endeavour Silver Corp. | 150K | US$1.24M | 0.17% |
| Poet Technologies Inc. | 119K | US$1.22M | 0.17% |
| Diamondback Energy, Inc. | 6,875 | US$1.21M | 0.17% |
| Merck & Company, Inc. | 9,320 | US$1.2M | 0.16% |
| Synaptics Incorporated | 9,613 | US$1.19M | 0.16% |