| On Semiconductor Corporation | 168K | US$15.9M | 5.1% |
| Caterpillar, Inc. | 13,197 | US$14.1M | 4.5% |
| Amazon.com, Inc. | 44,940 | US$10.7M | 3.4% |
| Quanta Services, Inc. | 14,232 | US$10.2M | 3.3% |
| Marvell Technology, Inc. | 33,888 | US$10.1M | 3.2% |
| Alphabet Inc (google) Class C | 23,049 | US$8.24M | 2.6% |
| Jp Morgan Chase & Co. | 22,793 | US$7.46M | 2.4% |
| Fedex Corporation | 19,398 | US$6.07M | 1.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 12,618 | US$6.03M | 1.9% |
| Tesla, Inc. | 13,562 | US$5.7M | 1.8% |
| Amgen Inc. | 13,245 | US$4.8M | 1.5% |
| Crowdstrike Holdings, Inc. | 6,258 | US$4.78M | 1.5% |
| Rtx Corporation | 25,157 | US$4.77M | 1.5% |
| Apple Inc | 16,088 | US$4.66M | 1.5% |
| Grupo Aeroportuario Del Pacifico Sab De Cv Class B | 17,827 | US$4.51M | 1.4% |
| Charles Schwab Corporation (the) | 47,451 | US$4.38M | 1.4% |
| Meta Platforms, Inc. | 6,649 | US$3.75M | 1.2% |
| Merck & Company, Inc. | 28,235 | US$3.63M | 1.2% |
| Figs, Inc. | 341K | US$3.49M | 1.1% |
| Datadog, Inc. | 13,081 | US$3.41M | 1.1% |
| Nvidia Corporation | 16,947 | US$3.39M | 1.1% |
| Visa Inc. | 9,525 | US$3.27M | 1.0% |
| Broadcom Inc. | 8,625 | US$3.26M | 1.0% |
| Asml Holding Nv | 1,507 | US$3M | 0.95% |
| Freeport-mcmoran, Inc. | 47,518 | US$2.99M | 0.95% |
| Avalonbay Communities, Inc. | 15,424 | US$2.91M | 0.93% |
| Arista Networks, Inc. | 16,679 | US$2.83M | 0.90% |
| Cloudflare, Inc. | 10,589 | US$2.6M | 0.83% |
| Cisco Systems, Inc. | 21,292 | US$2.5M | 0.80% |
| Grupo Aeroportuario Del Centro Norte Sab De Cv Class B | 22,063 | US$2.5M | 0.79% |
| Costco Wholesale Corporation | 2,587 | US$2.42M | 0.77% |
| L3harris Technologies, Inc. | 7,943 | US$2.31M | 0.73% |
| Deere & Company | 3,618 | US$2.3M | 0.73% |
| Sentinelone, Inc. | 132K | US$2.24M | 0.71% |
| Old Dominion Freight Line, Inc. | 10,308 | US$2.23M | 0.71% |
| Intuitive Surgical, Inc. | 5,589 | US$2.22M | 0.71% |
| Advanced Micro Devices Inc | 3,670 | US$2.13M | 0.68% |
| Microsoft Corp. | 5,203 | US$1.94M | 0.62% |
| Vail Resorts, Inc. | 13,964 | US$1.9M | 0.61% |
| Netflix, Inc. | 26,323 | US$1.88M | 0.60% |
| Eli Lilly And Company | 1,506 | US$1.81M | 0.58% |
| Mercadolibre, Inc. | 1,055 | US$1.79M | 0.57% |
| Hyatt Hotels Corporation | 9,123 | US$1.77M | 0.56% |
| Airbnb, Inc. | 12,339 | US$1.77M | 0.56% |
| Shopify Inc. | 15,354 | US$1.75M | 0.56% |
| Oracle Corporation | 11,697 | US$1.71M | 0.55% |
| Jacobs Solutions Inc. | 13,369 | US$1.68M | 0.54% |
| First Citizens Bancshares, Inc. | 791 | US$1.65M | 0.52% |
| Thermo Fisher Scientific Inc | 3,181 | US$1.59M | 0.51% |
| Texas Pacific Land Corporation | 3,503 | US$1.53M | 0.49% |
| Union Pacific Corporation | 5,400 | US$1.47M | 0.47% |
| Samsara Inc. | 45,213 | US$1.47M | 0.47% |
| Verisk Analytics, Inc. | 8,101 | US$1.45M | 0.46% |
| Conocophillips | 13,477 | US$1.4M | 0.45% |
| Louisiana-pacific Corporation | 17,737 | US$1.4M | 0.44% |
| Keurig Dr Pepper Inc. | 40,159 | US$1.31M | 0.42% |
| Danaher Corporation | 6,858 | US$1.31M | 0.42% |
| Red Rock Resorts, Inc. | 19,819 | US$1.29M | 0.41% |
| Msci Inc. | 2,272 | US$1.27M | 0.41% |
| Servicenow, Inc. | 12,764 | US$1.27M | 0.40% |
| Goldman Sachs Group, Inc. (the) | 1,210 | US$1.22M | 0.39% |
| Vertex Pharmaceuticals Incorporated | 2,405 | US$1.19M | 0.38% |
| Landbridge Company Llc | 14,971 | US$1.19M | 0.38% |
| Zscaler Inc | 8,167 | US$1.15M | 0.37% |
| Vulcan Materials Company (holding Company) | 3,806 | US$1.12M | 0.36% |
| Blackrock, Inc. | 1,156 | US$1.11M | 0.35% |
| Bp Plc | 28,640 | US$1.06M | 0.34% |
| Wd-40 Company | 4,338 | US$1.06M | 0.34% |
| Norfolk Southern Corporation | 3,308 | US$1.04M | 0.33% |
| Adobe Inc. | 5,036 | US$1.03M | 0.33% |
| Palo Alto Networks, Inc. | 2,992 | US$1.02M | 0.32% |
| Grupo Aeroportuario Del Sureste Sab De Cv Class B | 3,227 | US$990K | 0.32% |
| Axon Enterprise, Inc. | 1,690 | US$947K | 0.30% |
| Elevance Health, Inc. | 2,433 | US$941K | 0.30% |
| Ge Healthcare Technologies Inc. | 14,681 | US$940K | 0.30% |
| Salesforce, Inc. | 5,839 | US$915K | 0.29% |
| Csx Corporation | 19,112 | US$908K | 0.29% |
| Carrier Global Corporation | 12,321 | US$904K | 0.29% |
| Dynatrace, Inc. | 20,465 | US$899K | 0.29% |
| Iqvia Holdings, Inc. | 4,637 | US$896K | 0.29% |
| Snowflake Inc. | 3,428 | US$872K | 0.28% |
| Zimmer Biomet Holdings, Inc. | 10,105 | US$870K | 0.28% |
| Edwards Lifesciences Corporation | 9,489 | US$858K | 0.27% |
| Texas Instruments Incorporated | 2,809 | US$837K | 0.27% |
| Tradeweb Markets Inc. | 8,397 | US$837K | 0.27% |
| Qualcomm Incorporated | 4,438 | US$820K | 0.26% |
| Interactive Brokers Group, Inc. | 9,304 | US$810K | 0.26% |
| Global Payments Inc. | 10,446 | US$758K | 0.24% |
| Costar Group, Inc. | 26,083 | US$739K | 0.24% |
| Capital One Financial Corporation | 3,608 | US$724K | 0.23% |
| Nike, Inc. | 17,585 | US$722K | 0.23% |
| Everpure, Inc. | 8,759 | US$690K | 0.22% |
| Amphenol Corporation | 3,866 | US$682K | 0.22% |
| Chevron Corporation | 4,086 | US$677K | 0.22% |
| Cadence Design Systems, Inc. | 1,782 | US$669K | 0.21% |
| Home Depot, Inc. (the) | 1,847 | US$651K | 0.21% |
| Eog Resources, Inc. | 4,907 | US$637K | 0.20% |
| Marathon Petroleum Corporation | 2,457 | US$628K | 0.20% |
| Unitedhealth Group Incorporated | 1,478 | US$614K | 0.20% |
| Gentex Corporation | 24,296 | US$614K | 0.20% |