| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.11M | US$530M | 32.5% |
| Intel Corporation | 1.36M | US$190M | 11.7% |
| Nvidia Corporation | 652K | US$131M | 8.0% |
| Asml Holding Nv | 34,719 | US$69.1M | 4.2% |
| Advanced Micro Devices Inc | 96,568 | US$56.1M | 3.4% |
| Micron Technology, Inc. | 42,749 | US$49.3M | 3.0% |
| Coreweave, Inc. | 429K | US$42.7M | 2.6% |
| Kla Corporation | 131K | US$39.5M | 2.4% |
| Albemarle Corporation | 230K | US$31.1M | 1.9% |
| Tesla, Inc. | 60,465 | US$25.4M | 1.6% |
| Eqt Corporation | 438K | US$23.3M | 1.4% |
| Expand Energy Corporation | 239K | US$21.8M | 1.3% |
| Lam Research Corporation | 42,214 | US$18.3M | 1.1% |
| Lumentum Holdings Inc. | 17,398 | US$14.9M | 0.92% |
| Apple Inc | 51,296 | US$14.8M | 0.91% |
| Marvell Technology, Inc. | 44,521 | US$13.3M | 0.81% |
| Vale S.a. | 852K | US$12.8M | 0.79% |
| Applied Materials, Inc. | 14,922 | US$10.8M | 0.66% |
| Circle Internet Group, Inc. | 150K | US$9.38M | 0.58% |
| Broadcom Inc. | 22,274 | US$8.41M | 0.52% |
| Alphabet Inc (google) Class C | 22,466 | US$8.03M | 0.49% |
| Roblox Corporation | 138K | US$7.51M | 0.46% |
| D.r. Horton, Inc. | 44,209 | US$7.2M | 0.44% |
| Vertiv Holdings, Llc | 19,605 | US$6.56M | 0.40% |
| Mp Materials Corp. | 112K | US$6.26M | 0.38% |
| Gds Holdings Ltd. | 191K | US$5.72M | 0.35% |
| Intellia Therapeutics, Inc. | 327K | US$5.53M | 0.34% |
| Alnylam Pharmaceuticals, Inc. | 18,136 | US$5.46M | 0.33% |
| Western Digital Corporation | 8,303 | US$5.3M | 0.33% |
| Rio Tinto Plc | 55,394 | US$5.26M | 0.32% |
| Cerebras Systems Inc. | 21,196 | US$4.68M | 0.29% |
| Usa Rare Earth, Inc. | 217K | US$4.67M | 0.29% |
| Almonty Industries Inc. | 271K | US$4.49M | 0.28% |
| Century Aluminum Company | 70,667 | US$3.25M | 0.20% |
| Astera Labs, Inc. | 6,628 | US$3.2M | 0.20% |
| Pt Telkom Indonesia (persero) Tbk Class B | 238K | US$3.2M | 0.20% |
| Modine Manufacturing Company | 11,688 | US$3.12M | 0.19% |
| Hudbay Minerals Inc | 131K | US$3.1M | 0.19% |
| Alcoa Corporation | 54,441 | US$2.84M | 0.17% |
| Pultegroup, Inc. | 20,263 | US$2.78M | 0.17% |
| Ero Copper Corp. | 103K | US$2.75M | 0.17% |
| Vista Energy Sab De Cv Class A | 41,087 | US$2.62M | 0.16% |
| Cameco Corporation | 25,706 | US$2.62M | 0.16% |
| Bitmine Immersion Technologies, Inc. | 194K | US$2.59M | 0.16% |
| Robinhood Markets, Inc. | 25,468 | US$2.55M | 0.16% |
| Super Micro Computer, Inc. | 84,831 | US$2.49M | 0.15% |
| Kyivstar Group Ltd. | 145K | US$2.34M | 0.14% |
| Rtx Corporation | 12,353 | US$2.34M | 0.14% |
| Applied Optoelectronics, Inc. | 15,773 | US$2.34M | 0.14% |
| Dba Sempra | 23,001 | US$2.13M | 0.13% |
| Hesai Group Class B | 115K | US$2.1M | 0.13% |
| Credo Technology Group Holding Ltd | 7,592 | US$2.06M | 0.13% |
| Kratos Defense & Security Solutions, Inc. | 40,985 | US$2.04M | 0.13% |
| Coherent Corp. | 5,082 | US$2M | 0.12% |
| Hims & Hers Health, Inc. | 54,967 | US$1.91M | 0.12% |
| Alpha Metallurgical Resources, Inc. | 10,768 | US$1.78M | 0.11% |
| Eog Resources, Inc. | 13,689 | US$1.78M | 0.11% |
| Moderna, Inc. | 25,218 | US$1.77M | 0.11% |
| Teradyne, Inc. | 3,497 | US$1.69M | 0.10% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 22,701 | US$1.68M | 0.10% |
| Tempus Ai, Inc. | 26,781 | US$1.55M | 0.10% |
| Mks Inc. | 3,406 | US$1.51M | 0.09% |
| The Aes Corporation | 102K | US$1.49M | 0.09% |
| Keel Infrastructure Corp. | 258K | US$1.48M | 0.09% |
| Corning Incorporated | 5,792 | US$1.48M | 0.09% |
| Amkor Technology, Inc. | 16,990 | US$1.47M | 0.09% |
| First Solar, Inc. | 6,207 | US$1.46M | 0.09% |
| Cheniere Energy, Inc. | 6,098 | US$1.46M | 0.09% |
| Bhp Group Ltd | 17,224 | US$1.43M | 0.09% |
| Lockheed Martin Corporation | 2,741 | US$1.4M | 0.09% |
| Nucor Corporation | 6,256 | US$1.39M | 0.09% |
| Ttm Technologies, Inc. | 7,132 | US$1.33M | 0.08% |
| Arista Networks, Inc. | 7,764 | US$1.32M | 0.08% |
| Constellation Energy Corporation | 5,298 | US$1.32M | 0.08% |
| Macom Technology Solutions Holdings, Inc. | 3,394 | US$1.29M | 0.08% |
| Ciena Corporation | 2,598 | US$1.27M | 0.08% |
| Beam Therapeutics Inc. | 36,419 | US$1.25M | 0.08% |
| Nokia Oyj | 93,223 | US$1.24M | 0.08% |
| Celestica Inc. | 3,231 | US$1.18M | 0.07% |
| Arcelormittal Sa | 19,371 | US$1.17M | 0.07% |
| Sandisk Corporation | 503 | US$1.14M | 0.07% |
| Semtech Corporation | 6,886 | US$1.11M | 0.07% |
| Huntington Ingalls Industries, Inc. | 3,959 | US$1.11M | 0.07% |
| Revolution Medicines, Inc. | 5,653 | US$1.06M | 0.06% |
| Hdfc Bank Limited | 39,622 | US$1.02M | 0.06% |
| Cleanspark, Inc. | 69,979 | US$1.02M | 0.06% |
| Entegris, Inc. | 5,548 | US$998K | 0.06% |
| Aerovironment, Inc. | 5,984 | US$988K | 0.06% |
| Ford Mtr Co Del | 69,717 | US$969K | 0.06% |
| Solstice Advanced Materials Inc. | 10,756 | US$953K | 0.06% |
| United States Antimony Corporation | 129K | US$939K | 0.06% |
| Relay Therapeutics, Inc. | 50,111 | US$938K | 0.06% |
| Nexgen Energy Ltd. | 97,087 | US$912K | 0.06% |
| Denison Mines Corp. | 296K | US$907K | 0.06% |
| Comcast Corporation | 35,528 | US$872K | 0.05% |
| Bloom Energy Corporation | 2,800 | US$848K | 0.05% |
| Icici Bank Limited | 28,777 | US$835K | 0.05% |
| Quanta Services, Inc. | 1,137 | US$819K | 0.05% |
| Comfort Systems Usa, Inc. | 413 | US$819K | 0.05% |
| Ase Technology Holding Co., Ltd. | 18,087 | US$816K | 0.05% |