| Kla Corporation | 67,049 | US$20.2M | 4.1% |
| Dell Technologies Inc. | 46,741 | US$20.2M | 4.1% |
| Nvidia Corporation | 90,155 | US$18M | 3.7% |
| Applied Materials, Inc. | 19,333 | US$14M | 2.9% |
| Lam Research Corporation | 31,159 | US$13.5M | 2.8% |
| Broadcom Inc. | 32,683 | US$12.3M | 2.5% |
| Tesla, Inc. | 26,336 | US$11.1M | 2.3% |
| Palantir Technologies Inc. | 93,188 | US$10.9M | 2.2% |
| Alphabet Inc (google) Class C | 27,961 | US$9.99M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,137 | US$9.62M | 2.0% |
| Amazon.com, Inc. | 35,747 | US$8.52M | 1.7% |
| Emcor Group, Inc. | 9,607 | US$7.97M | 1.6% |
| Apple Inc | 27,062 | US$7.83M | 1.6% |
| Amphenol Corporation | 41,844 | US$7.38M | 1.5% |
| Micron Technology, Inc. | 6,130 | US$7.08M | 1.4% |
| Teradyne, Inc. | 14,230 | US$6.89M | 1.4% |
| Microsoft Corp. | 17,957 | US$6.7M | 1.4% |
| Cummins Inc. | 7,572 | US$5.4M | 1.1% |
| Analog Devices, Inc. | 13,502 | US$5.36M | 1.1% |
| Cardinal Health, Inc. | 21,872 | US$5.2M | 1.1% |
| Meta Platforms, Inc. | 9,191 | US$5.18M | 1.1% |
| Tapestry, Inc. | 31,172 | US$4.56M | 0.93% |
| Newmont Corporation | 48,773 | US$4.56M | 0.93% |
| Ge Vernova Inc. | 3,827 | US$4.5M | 0.92% |
| Annaly Capital Management Inc. | 197K | US$4.4M | 0.90% |
| Howmet Aerospace Inc. | 15,262 | US$4.1M | 0.84% |
| Nrg Energy, Inc. | 22,876 | US$3.34M | 0.68% |
| Arista Networks, Inc. | 19,241 | US$3.27M | 0.67% |
| Pinnacle West Capital Corporation | 28,593 | US$3.06M | 0.62% |
| Crowdstrike Holdings, Inc. | 3,956 | US$3.02M | 0.62% |
| Netflix, Inc. | 41,516 | US$2.96M | 0.60% |
| Simon Property Group, Inc. | 13,108 | US$2.93M | 0.60% |
| Hca Healthcare, Inc. | 7,412 | US$2.89M | 0.59% |
| Energy Transfer Lp | 145K | US$2.77M | 0.56% |
| Jp Morgan Chase & Co. | 8,070 | US$2.64M | 0.54% |
| Halliburton Company | 74,616 | US$2.53M | 0.52% |
| Caterpillar, Inc. | 2,345 | US$2.5M | 0.51% |
| Ulta Beauty, Inc. | 5,510 | US$2.48M | 0.51% |
| Cisco Systems, Inc. | 20,831 | US$2.45M | 0.50% |
| National Fuel Gas Company | 31,116 | US$2.4M | 0.49% |
| Autodesk, Inc. | 12,147 | US$2.36M | 0.48% |
| Reddit, Inc. | 13,495 | US$2.34M | 0.48% |
| Blackstone Inc. | 19,651 | US$2.31M | 0.47% |
| Nasdaq, Inc. | 28,817 | US$2.27M | 0.46% |
| Autozone, Inc. | 708 | US$2.26M | 0.46% |
| Dollar General Corporation | 18,903 | US$2.18M | 0.44% |
| Idexx Laboratories, Inc. | 3,953 | US$2.08M | 0.42% |
| Roku, Inc. | 13,987 | US$1.93M | 0.39% |
| Advanced Micro Devices Inc | 3,277 | US$1.9M | 0.39% |
| Eli Lilly And Company | 1,577 | US$1.89M | 0.39% |
| Northrop Grumman Corporation | 3,461 | US$1.76M | 0.36% |
| S&p Global Inc. | 4,143 | US$1.69M | 0.34% |
| Mplx Lp | 29,190 | US$1.64M | 0.34% |
| Ge Aerospace | 4,250 | US$1.59M | 0.32% |
| Intel Corporation | 10,791 | US$1.51M | 0.31% |
| Abbvie Inc. | 5,778 | US$1.45M | 0.30% |
| Bloom Energy Corporation | 4,779 | US$1.45M | 0.30% |
| Plains All American Pipeline, L.p. | 63,547 | US$1.41M | 0.29% |
| Costco Wholesale Corporation | 1,502 | US$1.41M | 0.29% |
| Emerson Electric Company | 9,783 | US$1.4M | 0.29% |
| Philip Morris International Inc | 7,638 | US$1.38M | 0.28% |
| Mcdonald's Corporation | 4,956 | US$1.34M | 0.27% |
| Qualcomm Incorporated | 6,361 | US$1.18M | 0.24% |
| Bank Of America Corporation | 18,598 | US$1.06M | 0.22% |
| Pnc Financial Services Group, Inc. (the) | 4,191 | US$1.03M | 0.21% |
| Johnson & Johnson | 4,057 | US$1.03M | 0.21% |
| Palo Alto Networks, Inc. | 2,982 | US$1.02M | 0.21% |
| Rigetti Computing, Inc. | 52,366 | US$1.01M | 0.21% |
| Valero Energy Corporation | 3,832 | US$998K | 0.20% |
| Morgan Stanley | 4,288 | US$896K | 0.18% |
| Berkshire Hathaway Inc. | 1,758 | US$880K | 0.18% |
| Space Exploration Technologies Corp | 5,089 | US$870K | 0.18% |
| Walmart Inc. | 7,671 | US$869K | 0.18% |
| Baker Hughes Company | 15,646 | US$868K | 0.18% |
| Duke Energy Corporation (holding Company) | 6,829 | US$864K | 0.18% |
| Quanta Services, Inc. | 1,168 | US$841K | 0.17% |
| Gilead Sciences, Inc. | 6,585 | US$832K | 0.17% |
| Ast Spacemobile, Inc. | 9,025 | US$802K | 0.16% |
| Oracle Corporation | 5,414 | US$793K | 0.16% |
| Enterprise Products Partners L.p. | 21,313 | US$783K | 0.16% |
| General Dynamics Corporation | 2,191 | US$776K | 0.16% |
| Autoliv, Inc. | 6,647 | US$772K | 0.16% |
| Ebay Inc. | 6,905 | US$772K | 0.16% |
| Expedia Group, Inc. | 2,850 | US$729K | 0.15% |
| Blackrock, Inc. | 739 | US$711K | 0.14% |
| At&t Inc. | 32,959 | US$682K | 0.14% |
| L3harris Technologies, Inc. | 2,214 | US$643K | 0.13% |
| Williams Companies, Inc. (the) | 8,024 | US$597K | 0.12% |
| Citizens Financial Group, Inc. | 8,339 | US$584K | 0.12% |
| Cboe Global Markets, Inc. | 2,394 | US$581K | 0.12% |
| Uber Technologies, Inc. | 7,901 | US$570K | 0.12% |
| Mastercard Incorporated | 1,093 | US$561K | 0.11% |
| Caseys General Stores, Inc. | 700 | US$556K | 0.11% |
| Texas Pacific Land Corporation | 1,250 | US$547K | 0.11% |
| Corning Incorporated | 2,091 | US$534K | 0.11% |
| Kinder Morgan, Inc. | 16,634 | US$532K | 0.11% |
| Pfizer, Inc. | 21,388 | US$515K | 0.11% |
| Texas Instruments Incorporated | 1,713 | US$511K | 0.10% |
| Lockheed Martin Corporation | 988 | US$503K | 0.10% |
| United Rentals, Inc. | 433 | US$491K | 0.10% |