| Sandisk Corporation | 326K | US$741M | 8.9% |
| Micron Technology, Inc. | 448K | US$517M | 6.2% |
| Nvidia Corporation | 2.34M | US$468M | 5.6% |
| Alphabet Inc (google) Class C | 1.22M | US$438M | 5.3% |
| Apple Inc | 1.42M | US$412M | 4.9% |
| Advanced Micro Devices Inc | 619K | US$360M | 4.3% |
| Lam Research Corporation | 688K | US$298M | 3.6% |
| Amazon.com, Inc. | 1.24M | US$296M | 3.5% |
| Applied Materials, Inc. | 374K | US$271M | 3.2% |
| Broadcom Inc. | 626K | US$236M | 2.8% |
| Asml Holding Nv | 107K | US$213M | 2.6% |
| Microsoft Corp. | 544K | US$203M | 2.4% |
| Teradyne, Inc. | 363K | US$176M | 2.1% |
| Tesla, Inc. | 375K | US$158M | 1.9% |
| Intel Corporation | 1.07M | US$150M | 1.8% |
| Meta Platforms, Inc. | 231K | US$130M | 1.6% |
| Formfactor, Inc. | 776K | US$124M | 1.5% |
| Walmart Inc. | 989K | US$112M | 1.3% |
| Cisco Systems, Inc. | 796K | US$93.5M | 1.1% |
| Onto Innovation Inc. | 228K | US$86.3M | 1.0% |
| Costco Wholesale Corporation | 89,596 | US$83.8M | 1.0% |
| Kla Corporation | 269K | US$81.3M | 0.98% |
| Cerebras Systems Inc. | 298K | US$65.8M | 0.79% |
| Palo Alto Networks, Inc. | 182K | US$61.9M | 0.74% |
| Netflix, Inc. | 850K | US$60.7M | 0.73% |
| Marvell Technology, Inc. | 188K | US$56M | 0.67% |
| Texas Instruments Incorporated | 184K | US$54.8M | 0.66% |
| Palantir Technologies Inc. | 464K | US$54.1M | 0.65% |
| Western Digital Corporation | 84,107 | US$53.7M | 0.64% |
| Qualcomm Incorporated | 254K | US$47M | 0.56% |
| Amgen Inc. | 129K | US$46.9M | 0.56% |
| Crowdstrike Holdings, Inc. | 56,932 | US$43.4M | 0.52% |
| Analog Devices, Inc. | 98,367 | US$39.1M | 0.47% |
| Gilead Sciences, Inc. | 300K | US$37.9M | 0.45% |
| Pepsico, Inc. | 276K | US$37.4M | 0.45% |
| Booking Holdings Inc. Common Stock | 209K | US$37.3M | 0.45% |
| T-mobile Us, Inc. | 219K | US$36.7M | 0.44% |
| Ross Stores, Inc. | 164K | US$34.9M | 0.42% |
| Lumentum Holdings Inc. | 37,935 | US$32.6M | 0.39% |
| Intuitive Surgical, Inc. | 81,429 | US$32.4M | 0.39% |
| Applovin Corporation | 61,743 | US$31.8M | 0.38% |
| Vertex Pharmaceuticals Incorporated | 62,678 | US$31.1M | 0.37% |
| Shopify Inc. | 246K | US$28.1M | 0.34% |
| Eli Lilly And Company | 22,453 | US$26.9M | 0.32% |
| Robinhood Markets, Inc. | 235K | US$23.6M | 0.28% |
| Starbucks Corporation | 230K | US$23.5M | 0.28% |
| Vicor Corporation | 60,972 | US$23.2M | 0.28% |
| Fortinet, Inc. | 148K | US$22.7M | 0.27% |
| Cadence Design Systems, Inc. | 55,701 | US$20.9M | 0.25% |
| Conocophillips | 201K | US$20.9M | 0.25% |
| Semtech Corporation | 127K | US$20.6M | 0.25% |
| Marriott International | 53,252 | US$19.7M | 0.24% |
| Monster Beverage Corporation | 198K | US$19M | 0.23% |
| Constellation Energy Corporation | 72,942 | US$18.1M | 0.22% |
| Automatic Data Processing, Inc. | 80,727 | US$18.1M | 0.22% |
| Csx Corporation | 375K | US$17.8M | 0.21% |
| Comcast Corporation | 720K | US$17.7M | 0.21% |
| Datadog, Inc. | 66,810 | US$17.4M | 0.21% |
| Mercadolibre, Inc. | 10,239 | US$17.4M | 0.21% |
| Synopsys, Inc. | 38,669 | US$17.2M | 0.21% |
| Adobe Inc. | 81,831 | US$16.8M | 0.20% |
| Astera Labs, Inc. | 34,616 | US$16.7M | 0.20% |
| Johnson & Johnson | 65,712 | US$16.7M | 0.20% |
| Regeneron Pharmaceuticals, Inc. | 25,824 | US$16.1M | 0.19% |
| O'reilly Automotive, Inc. | 167K | US$15.4M | 0.18% |
| Doordash, Inc. | 83,069 | US$15.3M | 0.18% |
| Diamondback Energy, Inc. | 86,304 | US$15.2M | 0.18% |
| American Electric Power Company, Inc. | 110K | US$15M | 0.18% |
| Mondelez International, Inc. | 259K | US$15M | 0.18% |
| Intuit Inc. | 55,632 | US$14.5M | 0.17% |
| Advanced Energy Industries, Inc. | 37,959 | US$14.2M | 0.17% |
| Cintas Corporation | 80,798 | US$13.7M | 0.16% |
| Monolithic Power Systems, Inc. | 9,921 | US$13.7M | 0.16% |
| Warner Bros. Discovery, Inc. - Series A | 506K | US$13.5M | 0.16% |
| Kulicke And Soffa Industries, Inc. | 97,479 | US$13M | 0.16% |
| Space Exploration Technologies Corp | 76,009 | US$13M | 0.16% |
| Paccar Inc. | 106K | US$12.8M | 0.15% |
| Valero Energy Corporation | 48,950 | US$12.7M | 0.15% |
| Marathon Petroleum Corporation | 48,126 | US$12.3M | 0.15% |
| Rocket Lab Corporation | 121K | US$12.3M | 0.15% |
| Abbvie Inc. | 48,257 | US$12.1M | 0.15% |
| Airbnb, Inc. | 84,401 | US$12.1M | 0.14% |
| Coreweave, Inc. | 120K | US$11.9M | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,600 | US$11.7M | 0.14% |
| Ciena Corporation | 23,000 | US$11.3M | 0.14% |
| Fastenal Company | 232K | US$11.1M | 0.13% |
| Baker Hughes Company | 200K | US$11.1M | 0.13% |
| Microchip Technology Incorporated | 114K | US$10.4M | 0.12% |
| Electronic Arts Inc. | 50,639 | US$10.4M | 0.12% |
| Unitedhealth Group Incorporated | 24,588 | US$10.2M | 0.12% |
| Xcel Energy Inc. | 126K | US$10.1M | 0.12% |
| Exelon Corporation | 207K | US$9.63M | 0.12% |
| Idexx Laboratories, Inc. | 18,120 | US$9.54M | 0.11% |
| Take-two Interactive Software, Inc. | 37,495 | US$9.37M | 0.11% |
| Axon Enterprise, Inc. | 16,278 | US$9.13M | 0.11% |
| Old Dominion Freight Line, Inc. | 41,999 | US$9.1M | 0.11% |
| Keurig Dr Pepper Inc. | 275K | US$8.99M | 0.11% |
| Alnylam Pharmaceuticals, Inc. | 29,770 | US$8.96M | 0.11% |
| Merck & Company, Inc. | 68,652 | US$8.82M | 0.11% |
| Uber Technologies, Inc. | 121K | US$8.73M | 0.10% |