| Nvidia Corporation | 2.83M | US$567M | 5.3% |
| Alphabet Inc (google) Class C | 1.48M | US$530M | 5.0% |
| Apple Inc | 1.72M | US$497M | 4.7% |
| Microsoft Corp. | 924K | US$345M | 3.2% |
| Amazon.com, Inc. | 1.38M | US$330M | 3.1% |
| Broadcom Inc. | 721K | US$272M | 2.6% |
| Kla Corporation | 594K | US$179M | 1.7% |
| Micron Technology, Inc. | 151K | US$174M | 1.6% |
| Jp Morgan Chase & Co. | 517K | US$169M | 1.6% |
| Meta Platforms, Inc. | 284K | US$160M | 1.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 317K | US$151M | 1.4% |
| Visa Inc. | 374K | US$128M | 1.2% |
| Advanced Micro Devices Inc | 212K | US$123M | 1.2% |
| Berkshire Hathaway Inc. | 235K | US$118M | 1.1% |
| Tesla, Inc. | 268K | US$113M | 1.1% |
| Asml Holding Nv | 56,491 | US$112M | 1.1% |
| Unitedhealth Group Incorporated | 262K | US$109M | 1.0% |
| Cadence Design Systems, Inc. | 269K | US$101M | 0.95% |
| Eli Lilly And Company | 81,000 | US$97.2M | 0.91% |
| Amphenol Corporation | 410K | US$72.2M | 0.68% |
| Johnson & Johnson | 281K | US$71.5M | 0.67% |
| Philip Morris International Inc | 394K | US$71.3M | 0.67% |
| Ametek, Inc. | 282K | US$68.2M | 0.64% |
| Caterpillar, Inc. | 64,000 | US$68.2M | 0.64% |
| Exxon Mobil Corporation | 488K | US$66.7M | 0.63% |
| Morgan Stanley | 316K | US$66M | 0.62% |
| Performance Food Group Company | 571K | US$63.9M | 0.60% |
| Crowdstrike Holdings, Inc. | 82,300 | US$62.8M | 0.59% |
| Walmart Inc. | 552K | US$62.5M | 0.59% |
| Marvell Technology, Inc. | 197K | US$58.7M | 0.55% |
| Coca-cola Company (the) | 721K | US$58.6M | 0.55% |
| Datadog, Inc. | 225K | US$58.5M | 0.55% |
| Procter & Gamble Company (the) | 395K | US$57.9M | 0.54% |
| Union Pacific Corporation | 207K | US$56.4M | 0.53% |
| Arista Networks, Inc. | 324K | US$55.1M | 0.52% |
| Intuitive Surgical, Inc. | 133K | US$52.8M | 0.50% |
| Deere & Company | 83,110 | US$52.7M | 0.50% |
| Danaher Corporation | 271K | US$51.7M | 0.49% |
| Ge Aerospace | 132K | US$49.4M | 0.46% |
| Monolithic Power Systems, Inc. | 35,457 | US$49M | 0.46% |
| Home Depot, Inc. (the) | 138K | US$48.5M | 0.46% |
| Sysco Corporation | 562K | US$47M | 0.44% |
| Abbvie Inc. | 186K | US$46.9M | 0.44% |
| Welltower Inc. | 190K | US$43.1M | 0.41% |
| Lam Research Corporation | 93,550 | US$40.5M | 0.38% |
| Chevron Corporation | 238K | US$39.5M | 0.37% |
| Hubbell Inc | 75,450 | US$39.5M | 0.37% |
| Wells Fargo & Company | 472K | US$39M | 0.37% |
| Servicenow, Inc. | 389K | US$38.7M | 0.36% |
| Tjx Companies, Inc. (the) | 254K | US$38.5M | 0.36% |
| Thermo Fisher Scientific Inc | 74,185 | US$37.2M | 0.35% |
| American Tower Corporation (reit) | 226K | US$37M | 0.35% |
| Mcdonald's Corporation | 135K | US$36.4M | 0.34% |
| Dexcom, Inc. | 538K | US$36.2M | 0.34% |
| Merck & Company, Inc. | 280K | US$36M | 0.34% |
| Align Technology, Inc. | 211K | US$35.6M | 0.33% |
| Verizon Communications Inc. | 836K | US$35.4M | 0.33% |
| Rtx Corporation | 186K | US$35.3M | 0.33% |
| Kkr & Co. Inc. | 369K | US$33.9M | 0.32% |
| Ge Vernova Inc. | 28,665 | US$33.7M | 0.32% |
| American Express Company | 99,450 | US$33.6M | 0.32% |
| Corebridge Financial Inc. | 1.17M | US$33.5M | 0.31% |
| Texas Instruments Incorporated | 109K | US$32.4M | 0.30% |
| Bank Of America Corporation | 533K | US$30.4M | 0.29% |
| Goldman Sachs Group, Inc. (the) | 28,300 | US$28.6M | 0.27% |
| Simon Property Group, Inc. | 128K | US$28.5M | 0.27% |
| Ecolab Inc. | 100K | US$27.9M | 0.26% |
| Palantir Technologies Inc. | 239K | US$27.9M | 0.26% |
| Veralto Corp | 312K | US$27.7M | 0.26% |
| Costco Wholesale Corporation | 28,900 | US$27M | 0.25% |
| Corteva, Inc. | 313K | US$26.5M | 0.25% |
| Pnc Financial Services Group, Inc. (the) | 107K | US$26.2M | 0.25% |
| L3harris Technologies, Inc. | 88,500 | US$25.7M | 0.24% |
| Cvs Health Corporation | 241K | US$24.9M | 0.23% |
| Mondelez International, Inc. | 426K | US$24.6M | 0.23% |
| Netflix, Inc. | 340K | US$24.2M | 0.23% |
| Canadian Natural Resources Limited | 610K | US$24.1M | 0.23% |
| Idexx Laboratories, Inc. | 45,700 | US$24.1M | 0.23% |
| Hyatt Hotels Corporation | 121K | US$23.4M | 0.22% |
| Amgen Inc. | 64,150 | US$23.2M | 0.22% |
| Unilever Plc | 375K | US$22.6M | 0.21% |
| Las Vegas Sands Corp. | 488K | US$22.5M | 0.21% |
| Intel Corporation | 160K | US$22.3M | 0.21% |
| Booking Holdings Inc. Common Stock | 124K | US$22.1M | 0.21% |
| Sandisk Corporation | 9,650 | US$21.9M | 0.21% |
| Northrop Grumman Corporation | 43,050 | US$21.9M | 0.21% |
| Arthur J. Gallagher & Co. | 93,265 | US$21.4M | 0.20% |
| Apollo Global Management, Inc. (new) | 173K | US$20.5M | 0.19% |
| Mastercard Incorporated | 39,700 | US$20.4M | 0.19% |
| Brookfield Corporation | 477K | US$20.3M | 0.19% |
| Intuit Inc. | 76,600 | US$20M | 0.19% |
| Oracle Corporation | 136K | US$19.9M | 0.19% |
| Blackrock, Inc. | 20,500 | US$19.7M | 0.19% |
| Progressive Corporation (the) | 86,200 | US$18.8M | 0.18% |
| Walt Disney Company (the) | 187K | US$18M | 0.17% |
| Abbott Laboratories | 196K | US$17.8M | 0.17% |
| S&p Global Inc. | 43,650 | US$17.8M | 0.17% |
| Uber Technologies, Inc. | 245K | US$17.7M | 0.17% |
| Fedex Corporation | 55,550 | US$17.4M | 0.16% |
| Fabrinet | 29,550 | US$16.6M | 0.16% |