| Applied Materials, Inc. | 27,775 | US$20.1M | 7.4% |
| Lam Research Corporation | 42,462 | US$18.4M | 6.8% |
| Alphabet Inc (google) Class C | 36,281 | US$13M | 4.8% |
| Nvidia Corporation | 62,174 | US$12.4M | 4.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,891 | US$11.9M | 4.4% |
| Microsoft Corp. | 30,876 | US$11.5M | 4.2% |
| Vertex Pharmaceuticals Incorporated | 22,969 | US$11.4M | 4.2% |
| Visa Inc. | 32,595 | US$11.2M | 4.1% |
| Agilent Technologies, Inc. | 76,249 | US$10.1M | 3.7% |
| Tjx Companies, Inc. (the) | 63,106 | US$9.56M | 3.5% |
| Netflix, Inc. | 113K | US$8.05M | 3.0% |
| Cme Group Inc. | 35,435 | US$7.83M | 2.9% |
| Embraer S.a. | 99,643 | US$6.36M | 2.3% |
| Arista Networks, Inc. | 36,972 | US$6.28M | 2.3% |
| Fortinet, Inc. | 34,990 | US$5.38M | 2.0% |
| Automatic Data Processing, Inc. | 23,700 | US$5.31M | 2.0% |
| Medpace Holdings, Inc. | 9,448 | US$5M | 1.8% |
| Paypal Holdings, Inc. | 111K | US$4.8M | 1.8% |
| Infosys Limited | 382K | US$4.01M | 1.5% |
| W.w. Grainger, Inc. | 2,877 | US$3.91M | 1.4% |
| Comfort Systems Usa, Inc. | 1,957 | US$3.88M | 1.4% |
| Adobe Inc. | 18,264 | US$3.74M | 1.4% |
| Apple Inc | 11,011 | US$3.19M | 1.2% |
| Cintas Corporation | 17,300 | US$2.94M | 1.1% |
| Teradyne, Inc. | 5,788 | US$2.8M | 1.0% |
| Cboe Global Markets, Inc. | 10,543 | US$2.56M | 0.94% |
| Idexx Laboratories, Inc. | 3,720 | US$1.96M | 0.72% |
| Ameriprise Financial, Inc. | 4,115 | US$1.89M | 0.70% |
| Amazon.com, Inc. | 7,633 | US$1.82M | 0.67% |
| Williams-sonoma, Inc. | 7,784 | US$1.81M | 0.67% |
| Exxon Mobil Corporation | 10,178 | US$1.39M | 0.51% |
| Nu Holdings Ltd. | 103K | US$1.38M | 0.51% |
| Autodesk, Inc. | 7,080 | US$1.38M | 0.51% |
| Broadcom Inc. | 3,513 | US$1.33M | 0.49% |
| Micron Technology, Inc. | 987 | US$1.14M | 0.42% |
| F5, Inc. | 2,551 | US$1.06M | 0.39% |
| Newmont Corporation | 11,206 | US$1.05M | 0.39% |
| Chevron Corporation | 5,987 | US$992K | 0.37% |
| Tesla, Inc. | 2,300 | US$967K | 0.36% |
| Graco Inc. | 12,548 | US$949K | 0.35% |
| Meta Platforms, Inc. | 1,632 | US$919K | 0.34% |
| Avalonbay Communities, Inc. | 4,846 | US$914K | 0.34% |
| Advanced Micro Devices Inc | 1,427 | US$829K | 0.31% |
| Caterpillar, Inc. | 747 | US$795K | 0.29% |
| Deckers Outdoor Corporation | 7,897 | US$784K | 0.29% |
| Prologis, Inc. | 5,731 | US$776K | 0.29% |
| Eli Lilly And Company | 636 | US$763K | 0.28% |
| Welltower Inc. | 3,297 | US$748K | 0.28% |
| Rollins, Inc. | 16,089 | US$672K | 0.25% |
| Rtx Corporation | 3,523 | US$668K | 0.25% |
| Cisco Systems, Inc. | 5,583 | US$656K | 0.24% |
| Xp Inc. | 39,449 | US$641K | 0.24% |
| Jp Morgan Chase & Co. | 1,922 | US$629K | 0.23% |
| Intel Corporation | 4,486 | US$626K | 0.23% |
| Kla Corporation | 2,060 | US$622K | 0.23% |
| Hilton Worldwide Holdings Inc. | 1,748 | US$578K | 0.21% |
| Ulta Beauty, Inc. | 1,278 | US$576K | 0.21% |
| T. Rowe Price Group, Inc. | 4,974 | US$565K | 0.21% |
| Palo Alto Networks, Inc. | 1,528 | US$521K | 0.19% |
| Mastercard Incorporated | 958 | US$492K | 0.18% |
| Modine Manufacturing Company | 1,711 | US$457K | 0.17% |
| Abbvie Inc. | 1,808 | US$455K | 0.17% |
| Morgan Stanley | 2,153 | US$450K | 0.17% |
| Iamgold Corporation | 28,194 | US$447K | 0.16% |
| Goldman Sachs Group, Inc. (the) | 418 | US$423K | 0.16% |
| Kinross Gold Corporation | 17,845 | US$421K | 0.16% |
| Crowdstrike Holdings, Inc. | 531 | US$405K | 0.15% |
| Home Depot, Inc. (the) | 1,147 | US$405K | 0.15% |
| Cirrus Logic, Inc. | 2,693 | US$400K | 0.15% |
| Berkshire Hathaway Inc. | 799 | US$400K | 0.15% |
| Ge Vernova Inc. | 332 | US$390K | 0.14% |
| Amphenol Corporation | 2,206 | US$389K | 0.14% |
| Johnson & Johnson | 1,473 | US$374K | 0.14% |
| Parker-hannifin Corporation | 382 | US$374K | 0.14% |
| Deere & Company | 575 | US$365K | 0.13% |
| American Express Company | 1,078 | US$365K | 0.13% |
| Procter & Gamble Company (the) | 2,475 | US$363K | 0.13% |
| Unitedhealth Group Incorporated | 870 | US$362K | 0.13% |
| Capital One Financial Corporation | 1,786 | US$358K | 0.13% |
| Bank Of America Corporation | 6,278 | US$358K | 0.13% |
| Quanta Services, Inc. | 488 | US$351K | 0.13% |
| Walmart Inc. | 3,076 | US$348K | 0.13% |
| Verizon Communications Inc. | 8,201 | US$347K | 0.13% |
| Hubbell Inc | 654 | US$342K | 0.13% |
| Costco Wholesale Corporation | 361 | US$338K | 0.12% |
| Citigroup, Inc. | 2,321 | US$325K | 0.12% |
| Celestica Inc. | 882 | US$322K | 0.12% |
| International Business Machines Corporation | 1,084 | US$305K | 0.11% |
| Merck & Company, Inc. | 2,367 | US$304K | 0.11% |
| Union Pacific Corporation | 1,116 | US$304K | 0.11% |
| Coca-cola Company (the) | 3,678 | US$299K | 0.11% |
| Vertiv Holdings, Llc | 881 | US$295K | 0.11% |
| Philip Morris International Inc | 1,596 | US$289K | 0.11% |
| Equinix, Inc. | 274 | US$286K | 0.11% |
| Walt Disney Company (the) | 2,860 | US$275K | 0.10% |
| Simon Property Group, Inc. | 1,202 | US$269K | 0.10% |
| Servicenow, Inc. | 2,661 | US$264K | 0.10% |
| Analog Devices, Inc. | 651 | US$259K | 0.10% |
| Nextera Energy, Inc. | 2,941 | US$258K | 0.10% |
| Stryker Corporation | 805 | US$253K | 0.09% |