| Nvidia Corporation | 648K | US$130M | 4.8% |
| Kla Corporation | 366K | US$111M | 4.1% |
| Broadcom Inc. | 276K | US$104M | 3.8% |
| Alphabet Inc (google) Class C | 276K | US$98.7M | 3.6% |
| Apple Inc | 337K | US$97.7M | 3.6% |
| Microsoft Corp. | 234K | US$87.3M | 3.2% |
| Meta Platforms, Inc. | 147K | US$82.5M | 3.0% |
| Tesla, Inc. | 160K | US$67.4M | 2.5% |
| Amazon.com, Inc. | 266K | US$63.3M | 2.3% |
| Micron Technology, Inc. | 54,218 | US$62.6M | 2.3% |
| Palo Alto Networks, Inc. | 181K | US$61.9M | 2.3% |
| Lam Research Corporation | 117K | US$50.6M | 1.9% |
| Palantir Technologies Inc. | 376K | US$43.9M | 1.6% |
| Advanced Micro Devices Inc | 66,978 | US$38.9M | 1.4% |
| Applied Materials, Inc. | 48,594 | US$35.1M | 1.3% |
| Visa Inc. | 89,713 | US$30.8M | 1.1% |
| Intel Corporation | 216K | US$30.2M | 1.1% |
| Abbvie Inc. | 119K | US$30M | 1.1% |
| Mastercard Incorporated | 54,667 | US$28.1M | 1.0% |
| Intuitive Surgical, Inc. | 67,469 | US$26.8M | 0.99% |
| Mercadolibre, Inc. | 13,347 | US$22.7M | 0.83% |
| Johnson & Johnson | 83,998 | US$21.3M | 0.78% |
| Philip Morris International Inc | 95,612 | US$17.3M | 0.64% |
| Asml Holding Nv | 8,046 | US$16M | 0.59% |
| Marvell Technology, Inc. | 53,427 | US$15.9M | 0.59% |
| Qualcomm Incorporated | 85,490 | US$15.8M | 0.58% |
| Analog Devices, Inc. | 38,467 | US$15.3M | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 31,178 | US$14.9M | 0.55% |
| Cisco Systems, Inc. | 118K | US$13.9M | 0.51% |
| Netflix, Inc. | 188K | US$13.4M | 0.49% |
| Texas Instruments Incorporated | 36,091 | US$10.8M | 0.40% |
| Altria Group, Inc. | 138K | US$9.93M | 0.37% |
| Amgen Inc. | 27,085 | US$9.81M | 0.36% |
| Merck & Company, Inc. | 73,680 | US$9.47M | 0.35% |
| Teradyne, Inc. | 19,192 | US$9.29M | 0.34% |
| Monolithic Power Systems, Inc. | 6,273 | US$8.67M | 0.32% |
| Astera Labs, Inc. | 17,849 | US$8.62M | 0.32% |
| Coherent Corp. | 20,502 | US$8.09M | 0.30% |
| Gilead Sciences, Inc. | 60,937 | US$7.7M | 0.28% |
| American Express Company | 22,400 | US$7.58M | 0.28% |
| Mcdonald's Corporation | 27,719 | US$7.49M | 0.28% |
| Capital One Financial Corporation | 36,752 | US$7.37M | 0.27% |
| Automatic Data Processing, Inc. | 29,633 | US$6.64M | 0.24% |
| Arista Networks, Inc. | 38,987 | US$6.62M | 0.24% |
| Microchip Technology Incorporated | 71,336 | US$6.51M | 0.24% |
| Fortinet, Inc. | 37,962 | US$5.83M | 0.21% |
| S&p Global Inc. | 14,196 | US$5.78M | 0.21% |
| Adobe Inc. | 26,352 | US$5.4M | 0.20% |
| Credo Technology Group Holding Ltd | 19,208 | US$5.22M | 0.19% |
| Bristol-myers Squibb Company | 90,137 | US$5.19M | 0.19% |
| Servicenow, Inc. | 49,260 | US$4.89M | 0.18% |
| Globalfoundries Inc. | 57,178 | US$4.71M | 0.17% |
| Cme Group Inc. | 20,098 | US$4.44M | 0.16% |
| Mckesson Corporation | 5,688 | US$4.3M | 0.16% |
| Lowe's Companies, Inc. | 18,536 | US$4.09M | 0.15% |
| Colgate-palmolive Company | 42,823 | US$3.93M | 0.14% |
| On Semiconductor Corporation | 41,376 | US$3.91M | 0.14% |
| Cadence Design Systems, Inc. | 10,276 | US$3.86M | 0.14% |
| Salesforce, Inc. | 24,473 | US$3.83M | 0.14% |
| O'reilly Automotive, Inc. | 40,277 | US$3.71M | 0.14% |
| Hilton Worldwide Holdings Inc. | 10,855 | US$3.59M | 0.13% |
| Space Exploration Technologies Corp | 20,864 | US$3.56M | 0.13% |
| Marriott International | 9,613 | US$3.56M | 0.13% |
| Msci Inc. | 6,129 | US$3.43M | 0.13% |
| Cardinal Health, Inc. | 13,685 | US$3.25M | 0.12% |
| Intercontinental Exchange Inc. | 25,547 | US$3.15M | 0.12% |
| Intuit Inc. | 11,603 | US$3.03M | 0.11% |
| Macom Technology Solutions Holdings, Inc. | 7,945 | US$3.02M | 0.11% |
| Moody's Corporation | 6,663 | US$3.02M | 0.11% |
| Entegris, Inc. | 15,961 | US$2.87M | 0.11% |
| Regeneron Pharmaceuticals, Inc. | 4,567 | US$2.85M | 0.10% |
| Illinois Tool Works Inc. | 10,453 | US$2.83M | 0.10% |
| Texas Pacific Land Corporation | 5,878 | US$2.57M | 0.09% |
| Cintas Corporation | 14,309 | US$2.43M | 0.09% |
| Eli Lilly And Company | 1,974 | US$2.37M | 0.09% |
| Synopsys, Inc. | 5,307 | US$2.37M | 0.09% |
| Paychex, Inc. | 22,853 | US$2.25M | 0.08% |
| Fastenal Company | 45,457 | US$2.18M | 0.08% |
| Monster Beverage Corporation | 22,354 | US$2.15M | 0.08% |
| Autozone, Inc. | 668 | US$2.13M | 0.08% |
| Yum! Brands, Inc. | 13,159 | US$2.1M | 0.08% |
| Oracle Corporation | 13,767 | US$2.02M | 0.07% |
| Synchrony Financial | 26,017 | US$1.98M | 0.07% |
| Motorola Solutions, Inc. | 4,712 | US$1.96M | 0.07% |
| Idexx Laboratories, Inc. | 3,715 | US$1.96M | 0.07% |
| Comfort Systems Usa, Inc. | 959 | US$1.9M | 0.07% |
| Electronic Arts Inc. | 9,089 | US$1.86M | 0.07% |
| Fair Isaac Corporation | 1,464 | US$1.75M | 0.06% |
| Mettler-toledo International, Inc. | 1,188 | US$1.52M | 0.06% |
| Rambus, Inc. | 11,261 | US$1.49M | 0.05% |
| Skyworks Solutions, Inc. | 21,889 | US$1.48M | 0.05% |
| Expeditors International Of Washington, Inc. | 8,885 | US$1.45M | 0.05% |
| Roper Technologies, Inc. | 4,189 | US$1.42M | 0.05% |
| Verisk Analytics, Inc. | 7,846 | US$1.41M | 0.05% |
| Nasdaq, Inc. | 17,805 | US$1.4M | 0.05% |
| Keysight Technologies Inc. | 3,476 | US$1.22M | 0.04% |
| Williams-sonoma, Inc. | 5,072 | US$1.18M | 0.04% |
| Netapp, Inc. | 7,257 | US$1.12M | 0.04% |
| Waters Corporation | 2,756 | US$1.03M | 0.04% |
| Corpay, Inc. | 2,973 | US$991K | 0.04% |