| Applied Materials, Inc. | 5,365 | US$3.88M | 11.9% |
| Broadcom Inc. | 8,935 | US$3.38M | 10.3% |
| Nvidia Corporation | 7,140 | US$1.43M | 4.4% |
| Micron Technology, Inc. | 983 | US$1.13M | 3.5% |
| Advanced Micro Devices Inc | 1,429 | US$830K | 2.5% |
| Marvell Technology, Inc. | 2,763 | US$823K | 2.5% |
| Space Exploration Technologies Corp | 4,000 | US$683K | 2.1% |
| Palo Alto Networks, Inc. | 1,815 | US$619K | 1.9% |
| Alphabet Inc (google) Class C | 1,603 | US$573K | 1.8% |
| Amazon.com, Inc. | 2,345 | US$559K | 1.7% |
| Cerebras Systems Inc. | 2,500 | US$553K | 1.7% |
| Coherent Corp. | 1,390 | US$548K | 1.7% |
| Asml Holding Nv | 275 | US$547K | 1.7% |
| Walmart Inc. | 4,792 | US$543K | 1.7% |
| Vertiv Holdings, Llc | 1,503 | US$503K | 1.5% |
| Ge Vernova Inc. | 412 | US$484K | 1.5% |
| Sandisk Corporation | 208 | US$473K | 1.4% |
| Western Digital Corporation | 687 | US$439K | 1.3% |
| Quanta Services, Inc. | 608 | US$438K | 1.3% |
| Kla Corporation | 1,412 | US$426K | 1.3% |
| Lumentum Holdings Inc. | 487 | US$418K | 1.3% |
| Astera Labs, Inc. | 808 | US$390K | 1.2% |
| Arista Networks, Inc. | 2,159 | US$367K | 1.1% |
| Keysight Technologies Inc. | 1,039 | US$364K | 1.1% |
| Parker-hannifin Corporation | 291 | US$285K | 0.87% |
| Palantir Technologies Inc. | 2,353 | US$275K | 0.84% |
| Carnival Corporation Ltd. | 9,566 | US$273K | 0.84% |
| Valero Energy Corporation | 1,026 | US$267K | 0.82% |
| Viking Holdings Ltd | 2,511 | US$263K | 0.80% |
| Dell Technologies Inc. | 503 | US$217K | 0.66% |
| Microsoft Corp. | 567 | US$212K | 0.65% |
| Snowflake Inc. | 812 | US$207K | 0.63% |
| Cintas Corporation | 1,111 | US$189K | 0.58% |
| Corning Incorporated | 671 | US$171K | 0.52% |
| Lam Research Corporation | 394 | US$171K | 0.52% |
| Chevron Corporation | 1,027 | US$170K | 0.52% |
| Mks Inc. | 378 | US$168K | 0.51% |
| Credo Technology Group Holding Ltd | 562 | US$153K | 0.47% |
| Teradyne, Inc. | 304 | US$147K | 0.45% |
| Cisco Systems, Inc. | 1,153 | US$135K | 0.41% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 276 | US$132K | 0.40% |
| D-wave Quantum Inc. | 5,047 | US$121K | 0.37% |
| Lockheed Martin Corporation | 235 | US$120K | 0.37% |
| Cadence Design Systems, Inc. | 307 | US$115K | 0.35% |
| Teledyne Technologies Incorporated | 172 | US$115K | 0.35% |
| Apple Inc | 383 | US$111K | 0.34% |
| Analog Devices, Inc. | 269 | US$107K | 0.33% |
| Synopsys, Inc. | 216 | US$96,351 | 0.29% |
| Cirrus Logic, Inc. | 635 | US$94,317 | 0.29% |
| Axon Enterprise, Inc. | 168 | US$94,182 | 0.29% |
| Monolithic Power Systems, Inc. | 68 | US$94,000 | 0.29% |
| United Airlines Holdings, Inc. | 683 | US$92,881 | 0.28% |
| Netflix, Inc. | 1,237 | US$88,322 | 0.27% |
| Delta Air Lines, Inc. | 902 | US$84,481 | 0.26% |
| Ge Aerospace | 223 | US$83,342 | 0.25% |
| Robinhood Markets, Inc. | 830 | US$83,232 | 0.25% |
| Rocket Lab Corporation | 812 | US$82,540 | 0.25% |
| Monster Beverage Corporation | 844 | US$81,125 | 0.25% |
| International Business Machines Corporation | 279 | US$78,458 | 0.24% |
| Abbvie Inc. | 310 | US$78,008 | 0.24% |
| Eli Lilly And Company | 65 | US$77,963 | 0.24% |
| United Rentals, Inc. | 68 | US$77,037 | 0.24% |
| W.w. Grainger, Inc. | 56 | US$76,182 | 0.23% |
| Caterpillar, Inc. | 71 | US$75,608 | 0.23% |
| Vertex Pharmaceuticals Incorporated | 151 | US$75,006 | 0.23% |
| State Street Corporation | 430 | US$72,928 | 0.22% |
| Merck & Company, Inc. | 565 | US$72,603 | 0.22% |
| 3m Company | 448 | US$72,536 | 0.22% |
| Keurig Dr Pepper Inc. | 2,211 | US$72,366 | 0.22% |
| Johnson & Johnson | 284 | US$72,127 | 0.22% |
| Transdigm Group Inc. | 54 | US$71,930 | 0.22% |
| Take-two Interactive Software, Inc. | 287 | US$71,744 | 0.22% |
| Home Depot, Inc. (the) | 203 | US$71,594 | 0.22% |
| Pnc Financial Services Group, Inc. (the) | 289 | US$71,158 | 0.22% |
| Goldman Sachs Group, Inc. (the) | 70 | US$70,796 | 0.22% |
| Howmet Aerospace Inc. | 263 | US$70,710 | 0.22% |
| Deere & Company | 111 | US$70,411 | 0.22% |
| Amgen Inc. | 194 | US$70,251 | 0.21% |
| Rtx Corporation | 370 | US$70,200 | 0.21% |
| The Bank Of New York Mellon Corporation | 483 | US$69,847 | 0.21% |
| Fastenal Company | 1,443 | US$69,307 | 0.21% |
| Bank Of America Corporation | 1,204 | US$68,604 | 0.21% |
| Berkshire Hathaway Inc. | 137 | US$68,553 | 0.21% |
| Visa Inc. | 199 | US$68,275 | 0.21% |
| Philip Morris International Inc | 377 | US$68,203 | 0.21% |
| Colgate-palmolive Company | 741 | US$67,935 | 0.21% |
| Darden Restaurants, Inc. | 329 | US$67,777 | 0.21% |
| Jp Morgan Chase & Co. | 207 | US$67,757 | 0.21% |
| Metlife, Inc. | 800 | US$67,688 | 0.21% |
| Csx Corporation | 1,420 | US$67,493 | 0.21% |
| Republic Services, Inc. | 314 | US$66,907 | 0.20% |
| Yum! Brands, Inc. | 416 | US$66,502 | 0.20% |
| Interactive Brokers Group, Inc. | 762 | US$66,324 | 0.20% |
| Mastercard Incorporated | 129 | US$66,254 | 0.20% |
| Coca-cola Company (the) | 815 | US$66,235 | 0.20% |
| Joby Aviation, Inc. | 7,367 | US$65,714 | 0.20% |
| Aflac Incorporated | 559 | US$65,543 | 0.20% |
| Comfort Systems Usa, Inc. | 33 | US$65,404 | 0.20% |
| General Dynamics Corporation | 183 | US$64,826 | 0.20% |
| Bristol-myers Squibb Company | 1,123 | US$64,707 | 0.20% |