| Apple Inc | 251K | US$72.5M | 4.1% |
| Bloom Energy Corporation | 234K | US$70.9M | 4.0% |
| Intel Corporation | 480K | US$67M | 3.8% |
| Microsoft Corp. | 128K | US$47.8M | 2.7% |
| Credo Technology Group Holding Ltd | 173K | US$47M | 2.6% |
| Eli Lilly And Company | 38,081 | US$45.7M | 2.6% |
| Sterling Infrastructure, Inc. | 26,861 | US$22.5M | 1.3% |
| Amazon.com, Inc. | 89,001 | US$21.2M | 1.2% |
| Qualcomm Incorporated | 110K | US$20.3M | 1.1% |
| Salesforce, Inc. | 126K | US$19.8M | 1.1% |
| Ionq, Inc. | 356K | US$19M | 1.1% |
| Nextpower Inc. | 159K | US$18.9M | 1.1% |
| Ttm Technologies, Inc. | 98,301 | US$18.4M | 1.0% |
| Fabrinet | 30,762 | US$17.3M | 0.97% |
| Texas Instruments Incorporated | 54,601 | US$16.3M | 0.91% |
| Advanced Micro Devices Inc | 27,800 | US$16.1M | 0.91% |
| Exxon Mobil Corporation | 114K | US$15.7M | 0.88% |
| Coeur Mining, Inc. | 923K | US$15.1M | 0.84% |
| Monolithic Power Systems, Inc. | 10,470 | US$14.5M | 0.81% |
| Nvidia Corporation | 69,300 | US$13.9M | 0.78% |
| Uber Technologies, Inc. | 179K | US$12.9M | 0.72% |
| Dycom Industries, Inc. | 25,280 | US$12.8M | 0.72% |
| Modine Manufacturing Company | 47,475 | US$12.7M | 0.71% |
| Semtech Corporation | 74,550 | US$12.1M | 0.68% |
| Abbvie Inc. | 47,019 | US$11.8M | 0.66% |
| Rambus, Inc. | 88,800 | US$11.8M | 0.66% |
| Astera Labs, Inc. | 24,400 | US$11.8M | 0.66% |
| Coca-cola Company (the) | 139K | US$11.3M | 0.64% |
| Unitedhealth Group Incorporated | 26,560 | US$11M | 0.62% |
| Guardant Health, Inc. | 73,300 | US$11M | 0.62% |
| Cisco Systems, Inc. | 93,552 | US$11M | 0.62% |
| Visa Inc. | 31,800 | US$10.9M | 0.61% |
| Spx Technologies, Inc. | 44,100 | US$10.8M | 0.61% |
| Walmart Inc. | 94,352 | US$10.7M | 0.60% |
| Sanmina Corporation | 42,050 | US$10.6M | 0.60% |
| Valero Energy Corporation | 39,908 | US$10.4M | 0.58% |
| Sitime Corporation | 13,733 | US$10.2M | 0.57% |
| Formfactor, Inc. | 60,800 | US$9.72M | 0.55% |
| Advanced Energy Industries, Inc. | 26,000 | US$9.69M | 0.54% |
| Digitalocean Holdings, Inc. | 61,100 | US$9.59M | 0.54% |
| Arrowhead Pharmaceuticals, Inc. | 118K | US$9.59M | 0.54% |
| Echostar Corporation | 90,200 | US$9.16M | 0.51% |
| Meta Platforms, Inc. | 15,457 | US$8.71M | 0.49% |
| Jp Morgan Chase & Co. | 25,600 | US$8.38M | 0.47% |
| Watts Water Technologies, Inc. | 21,360 | US$8.36M | 0.47% |
| Applied Digital Corporation | 221K | US$8.23M | 0.46% |
| Berkshire Hathaway Inc. | 16,039 | US$8.03M | 0.45% |
| Heico Corporation | 30,613 | US$7.9M | 0.44% |
| Lam Research Corporation | 18,202 | US$7.89M | 0.44% |
| Ebay Inc. | 69,934 | US$7.82M | 0.44% |
| Broadcom Inc. | 20,280 | US$7.66M | 0.43% |
| Ferguson Enterprises Inc. | 31,890 | US$7.57M | 0.42% |
| Hilton Worldwide Holdings Inc. | 22,560 | US$7.46M | 0.42% |
| Globalfoundries Inc. | 90,398 | US$7.45M | 0.42% |
| Caterpillar, Inc. | 6,880 | US$7.33M | 0.41% |
| Madrigal Pharmaceuticals, Inc. | 13,561 | US$7.28M | 0.41% |
| Costco Wholesale Corporation | 7,720 | US$7.22M | 0.40% |
| Planet Labs Pbc | 218K | US$7.21M | 0.40% |
| Booking Holdings Inc. Common Stock | 39,911 | US$7.11M | 0.40% |
| Bridgebio Pharma, Inc. | 94,300 | US$7.02M | 0.39% |
| Terawulf Inc. | 283K | US$6.99M | 0.39% |
| Goldman Sachs Group, Inc. (the) | 6,800 | US$6.88M | 0.39% |
| Ge Aerospace | 18,401 | US$6.88M | 0.39% |
| Kla Corporation | 22,746 | US$6.86M | 0.38% |
| Cheniere Energy, Inc. | 28,555 | US$6.82M | 0.38% |
| Hecla Mining Company | 437K | US$6.74M | 0.38% |
| Affirm Holdings, Inc. | 80,973 | US$6.6M | 0.37% |
| Quanta Services, Inc. | 9,160 | US$6.6M | 0.37% |
| Powell Industries, Inc. | 22,800 | US$6.53M | 0.37% |
| Dell Technologies Inc. | 14,950 | US$6.45M | 0.36% |
| Kratos Defense & Security Solutions, Inc. | 129K | US$6.44M | 0.36% |
| Citigroup, Inc. | 45,600 | US$6.38M | 0.36% |
| The Ensign Group, Inc. | 39,500 | US$6.33M | 0.35% |
| Alnylam Pharmaceuticals, Inc. | 20,803 | US$6.26M | 0.35% |
| Moody's Corporation | 13,720 | US$6.21M | 0.35% |
| Axsome Therapeutics, Inc. | 24,900 | US$6.09M | 0.34% |
| Johnson & Johnson | 23,900 | US$6.07M | 0.34% |
| Corning Incorporated | 23,600 | US$6.03M | 0.34% |
| Applied Materials, Inc. | 8,320 | US$6.02M | 0.34% |
| Medline Inc. | 150K | US$5.92M | 0.33% |
| Reddit, Inc. | 33,100 | US$5.75M | 0.32% |
| American Healthcare Reit, Inc. | 101K | US$5.28M | 0.30% |
| Bank Of America Corporation | 92,100 | US$5.25M | 0.29% |
| Fortinet, Inc. | 34,002 | US$5.22M | 0.29% |
| Verisk Analytics, Inc. | 29,001 | US$5.21M | 0.29% |
| Wells Fargo & Company | 61,600 | US$5.09M | 0.29% |
| Liberty Media Corporation - Series A Liberty Formula One | 53,146 | US$5.06M | 0.28% |
| On Semiconductor Corporation | 53,235 | US$5.03M | 0.28% |
| Mastercard Incorporated | 9,681 | US$4.97M | 0.28% |
| Newmont Corporation | 52,697 | US$4.92M | 0.28% |
| Verizon Communications Inc. | 113K | US$4.78M | 0.27% |
| Omnicom Group Inc. | 65,544 | US$4.77M | 0.27% |
| Ies Holdings, Inc. | 6,459 | US$4.75M | 0.27% |
| Applied Optoelectronics, Inc. | 32,000 | US$4.74M | 0.27% |
| Markel Group Inc. | 2,418 | US$4.72M | 0.26% |
| Conocophillips | 45,350 | US$4.71M | 0.26% |
| United Airlines Holdings, Inc. | 33,900 | US$4.61M | 0.26% |
| Halliburton Company | 135K | US$4.59M | 0.26% |
| Chevron Corporation | 27,501 | US$4.56M | 0.26% |
| Sandisk Corporation | 2,000 | US$4.55M | 0.25% |