| Comfort Systems Usa, Inc. | 46,892 | US$83.3M | 14.4% |
| Ge Vernova Inc. | 42,673 | US$81.6M | 14.1% |
| Dell Technologies Inc. | 36,303 | US$64.2M | 11.1% |
| Lam Research Corporation | 25,218 | US$35.4M | 6.1% |
| Alphabet Inc (google) Class C | 23,404 | US$8.04M | 1.4% |
| Microsoft Corp. | 89,338 | US$6.72M | 1.2% |
| Amazon.com, Inc. | 86,027 | US$5.7M | 0.99% |
| Tesla, Inc. | 44,506 | US$5.38M | 0.93% |
| Nvidia Corporation | 133K | US$5.27M | 0.91% |
| Apple Inc | 109K | US$4.92M | 0.85% |
| Berkshire Hathaway Inc. | 9,698 | US$4.83M | 0.84% |
| Meta Platforms, Inc. | 60,671 | US$4.7M | 0.81% |
| Teradyne, Inc. | 8,890 | US$3.56M | 0.62% |
| Visa Inc. | 25,770 | US$3.34M | 0.58% |
| Jp Morgan Chase & Co. | 9,710 | US$3.21M | 0.56% |
| Walmart Inc. | 30,692 | US$3.19M | 0.55% |
| Goldman Sachs Group, Inc. (the) | 17,586 | US$3.08M | 0.53% |
| Johnson & Johnson | 11,148 | US$2.95M | 0.51% |
| Eli Lilly And Company | 2,355 | US$2.72M | 0.47% |
| Bank Of America Corporation | 49,402 | US$2.69M | 0.47% |
| Ge Aerospace | 30,858 | US$2.48M | 0.43% |
| Cisco Systems, Inc. | 23,071 | US$2.48M | 0.43% |
| Baker Hughes Company | 44,150 | US$2.42M | 0.42% |
| Nextera Energy, Inc. | 31,474 | US$2.38M | 0.41% |
| Valero Energy Corporation | 6,019 | US$2.33M | 0.40% |
| Williams Companies, Inc. (the) | 31,330 | US$2.13M | 0.37% |
| Principal Financial Group Inc | 18,292 | US$2.05M | 0.35% |
| Merck & Company, Inc. | 13,395 | US$1.95M | 0.34% |
| Dht Holdings, Inc. | 85,422 | US$1.93M | 0.33% |
| Abbvie Inc. | 6,630 | US$1.73M | 0.30% |
| Broadcom Inc. | 92,152 | US$1.73M | 0.30% |
| At&t Inc. | 67,424 | US$1.65M | 0.28% |
| Omega Healthcare Investors, Inc. | 31,781 | US$1.47M | 0.25% |
| Altria Group, Inc. | 21,722 | US$1.46M | 0.25% |
| Lockheed Martin Corporation | 2,868 | US$1.46M | 0.25% |
| Philip Morris International Inc | 7,360 | US$1.4M | 0.24% |
| Mcdonald's Corporation | 36,292 | US$1.37M | 0.24% |
| Chevron Corporation | 6,690 | US$1.37M | 0.24% |
| Procter & Gamble Company (the) | 9,401 | US$1.37M | 0.24% |
| Digital Realty Trust, Inc. | 7,258 | US$1.27M | 0.22% |
| Pepsico, Inc. | 9,298 | US$1.18M | 0.20% |
| Ares Capital Corporation | 60,475 | US$1.16M | 0.20% |
| Southern Company (the) | 13,263 | US$1.1M | 0.19% |
| Unilever Plc | 17,859 | US$1.08M | 0.19% |
| Dte Energy Company | 8,256 | US$1.01M | 0.17% |
| International Paper Company | 30,205 | US$1M | 0.17% |
| Agnc Investment Corp. | 108K | US$983K | 0.17% |
| Cardiff Oncology, Inc. | 687K | US$832K | 0.14% |
| Advanced Micro Devices Inc | 1,238 | US$757K | 0.13% |
| Starwood Property Trust Inc. | 55,147 | US$744K | 0.13% |
| Vici Properties Inc. | 32,409 | US$744K | 0.13% |
| Terawulf Inc. | 50,000 | US$740K | 0.13% |
| Core Scientific, Inc. | 40,100 | US$641K | 0.11% |
| Palantir Technologies Inc. | 2,830 | US$529K | 0.09% |
| Asml Holding Nv | 291 | US$527K | 0.09% |
| Costco Wholesale Corporation | 486 | US$442K | 0.08% |
| Mastercard Incorporated | 549 | US$303K | 0.05% |
| Quanta Services, Inc. | 418 | US$269K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 580 | US$265K | 0.05% |
| Axon Enterprise, Inc. | 600 | US$254K | 0.04% |
| Cintas Corporation | 1,290 | US$252K | 0.04% |
| Evergy, Inc. | 2,844 | US$223K | 0.04% |
| Plains All American Pipeline, L.p. | 9,399 | US$223K | 0.04% |
| Deere & Company | 288 | US$193K | 0.03% |
| Salesforce, Inc. | 816 | US$187K | 0.03% |
| Intel Corporation | 1,523 | US$183K | 0.03% |
| Caterpillar, Inc. | 214 | US$174K | 0.03% |
| Synopsys, Inc. | 355 | US$154K | 0.03% |
| Space Exploration Technologies Corp | 1,018 | US$154K | 0.03% |
| Orange County Bancorp, Inc. | 4,100 | US$151K | 0.03% |
| Coca-cola Company (the) | 1,544 | US$133K | 0.02% |
| General Dynamics Corporation | 391 | US$130K | 0.02% |
| Rithm Capital Corp. | 14,254 | US$127K | 0.02% |
| T-mobile Us, Inc. | 734 | US$120K | 0.02% |
| Edwards Lifesciences Corporation | 1,358 | US$117K | 0.02% |
| Umb Financial Corporation | 865 | US$112K | 0.02% |
| Thermo Fisher Scientific Inc | 164 | US$111K | 0.02% |
| Paychex, Inc. | 1,116 | US$110K | 0.02% |
| Morgan Stanley | 579 | US$109K | 0.02% |
| Marathon Petroleum Corporation | 262 | US$104K | 0.02% |
| Micron Technology, Inc. | 97 | US$103K | 0.02% |
| Tjx Companies, Inc. (the) | 761 | US$101K | 0.02% |
| Unitedhealth Group Incorporated | 271 | US$99,479 | 0.02% |
| Boeing Company (the) | 535 | US$99,474 | 0.02% |
| Planet Labs Pbc | 5,989 | US$98,160 | 0.02% |
| Eversource Energy (d/b/a) | 1,509 | US$96,817 | 0.02% |
| Delta Air Lines, Inc. | 1,157 | US$96,563 | 0.02% |
| Hca Healthcare, Inc. | 223 | US$95,163 | 0.02% |
| Rtx Corporation | 20,141 | US$93,816 | 0.02% |
| Texas Instruments Incorporated | 331 | US$92,763 | 0.02% |
| Vicor Corporation | 321 | US$92,750 | 0.02% |
| S&p Global Inc. | 232 | US$91,521 | 0.02% |
| Cme Group Inc. | 346 | US$90,645 | 0.02% |
| Stryker Corporation | 311 | US$85,760 | 0.01% |
| Walt Disney Company (the) | 804 | US$84,340 | 0.01% |
| Oracle Corporation | 611 | US$83,888 | 0.01% |
| Marvell Technology, Inc. | 312 | US$82,434 | 0.01% |
| Crowdstrike Holdings, Inc. | 308 | US$81,543 | 0.01% |
| United Airlines Holdings, Inc. | 726 | US$80,550 | 0.01% |
| Amphenol Corporation | 906 | US$76,376 | 0.01% |