| Nvidia Corporation | 199K | US$39.8M | 3.3% |
| Apple Inc | 108K | US$31.1M | 2.6% |
| Alphabet Inc (google) Class C | 71,552 | US$25.6M | 2.1% |
| Microsoft Corp. | 59,031 | US$22M | 1.8% |
| Amazon.com, Inc. | 75,289 | US$17.9M | 1.5% |
| Broadcom Inc. | 38,385 | US$14.5M | 1.2% |
| Meta Platforms, Inc. | 18,170 | US$10.2M | 0.85% |
| Porch Group, Inc. | 659K | US$9.91M | 0.82% |
| Micron Technology, Inc. | 7,982 | US$9.21M | 0.76% |
| Visa Inc. | 25,199 | US$8.65M | 0.72% |
| Eli Lilly And Company | 6,596 | US$7.91M | 0.65% |
| Forgent Power Solutions, Inc. | 140K | US$7.81M | 0.65% |
| Tesla, Inc. | 18,326 | US$7.71M | 0.64% |
| Jp Morgan Chase & Co. | 22,096 | US$7.23M | 0.60% |
| Advanced Micro Devices Inc | 12,278 | US$7.13M | 0.59% |
| Johnson & Johnson | 27,945 | US$7.1M | 0.59% |
| Victory Capital Holdings, Inc. Class A Common Stock | 83,557 | US$7.02M | 0.58% |
| Berkshire Hathaway Inc. | 13,955 | US$6.98M | 0.58% |
| Exxon Mobil Corporation | 47,156 | US$6.45M | 0.53% |
| Ftai Aviation Ltd. | 23,101 | US$6.25M | 0.52% |
| Modine Manufacturing Company | 22,101 | US$5.9M | 0.49% |
| Mercury Systems Inc | 46,204 | US$5.65M | 0.47% |
| Timken Company (the) | 36,495 | US$5.3M | 0.44% |
| Walmart Inc. | 46,278 | US$5.24M | 0.43% |
| Applied Materials, Inc. | 6,463 | US$4.67M | 0.39% |
| Carpenter Technology Corporation | 7,545 | US$4.65M | 0.39% |
| Indie Semiconductor, Inc. | 997K | US$4.48M | 0.37% |
| Cisco Systems, Inc. | 36,645 | US$4.3M | 0.36% |
| Ttm Technologies, Inc. | 22,857 | US$4.27M | 0.35% |
| Axon Enterprise, Inc. | 7,584 | US$4.25M | 0.35% |
| Bank Of America Corporation | 70,287 | US$4M | 0.33% |
| Abbvie Inc. | 15,834 | US$3.98M | 0.33% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,311 | US$3.97M | 0.33% |
| Home Depot, Inc. (the) | 11,227 | US$3.96M | 0.33% |
| Costco Wholesale Corporation | 4,198 | US$3.93M | 0.33% |
| Ge Vernova Inc. | 3,270 | US$3.84M | 0.32% |
| Ligand Pharmaceuticals Incorporated | 12,147 | US$3.84M | 0.32% |
| Caterpillar, Inc. | 3,330 | US$3.55M | 0.29% |
| Mastercard Incorporated | 6,775 | US$3.48M | 0.29% |
| Nextpower Inc. | 29,205 | US$3.48M | 0.29% |
| Valmont Industries, Inc. | 5,967 | US$3.45M | 0.29% |
| Ge Aerospace | 9,136 | US$3.41M | 0.28% |
| Coca-cola Company (the) | 41,525 | US$3.37M | 0.28% |
| Littelfuse, Inc. | 7,374 | US$3.36M | 0.28% |
| Palo Alto Networks, Inc. | 9,702 | US$3.31M | 0.27% |
| Procter & Gamble Company (the) | 21,995 | US$3.23M | 0.27% |
| Chevron Corporation | 19,087 | US$3.16M | 0.26% |
| Cummins Inc. | 4,361 | US$3.11M | 0.26% |
| Ingevity Corporation | 41,465 | US$3.1M | 0.26% |
| Kura Sushi Usa, Inc. | 53,463 | US$3.08M | 0.25% |
| Goldman Sachs Group, Inc. (the) | 2,884 | US$2.92M | 0.24% |
| Wells Fargo & Company | 34,229 | US$2.83M | 0.23% |
| Mcdonald's Corporation | 10,373 | US$2.8M | 0.23% |
| Life Time Group Holdings, Inc. | 68,565 | US$2.8M | 0.23% |
| Marathon Petroleum Corporation | 10,906 | US$2.79M | 0.23% |
| Marvell Technology, Inc. | 9,347 | US$2.78M | 0.23% |
| Unitedhealth Group Incorporated | 6,544 | US$2.72M | 0.23% |
| Qxo, Inc. | 156K | US$2.7M | 0.22% |
| American Express Company | 7,897 | US$2.67M | 0.22% |
| Merck & Company, Inc. | 20,628 | US$2.65M | 0.22% |
| Ipg Photonics Corporation | 22,494 | US$2.64M | 0.22% |
| Onto Innovation Inc. | 6,955 | US$2.63M | 0.22% |
| Morgan Stanley | 12,034 | US$2.52M | 0.21% |
| Zeta Global Holdings Corp. | 126K | US$2.49M | 0.21% |
| Belden Inc | 20,636 | US$2.47M | 0.20% |
| Repligen Corporation | 17,728 | US$2.42M | 0.20% |
| Netflix, Inc. | 33,466 | US$2.39M | 0.20% |
| Arista Networks, Inc. | 13,903 | US$2.36M | 0.20% |
| Sabine Royalty Trust | 31,896 | US$2.33M | 0.19% |
| Sentinelone, Inc. | 137K | US$2.32M | 0.19% |
| Starbucks Corporation | 22,570 | US$2.31M | 0.19% |
| Generac Holdings Inc. | 7,742 | US$2.27M | 0.19% |
| Oracle Corporation | 15,395 | US$2.26M | 0.19% |
| Qualcomm Incorporated | 12,036 | US$2.22M | 0.18% |
| International Business Machines Corporation | 7,750 | US$2.18M | 0.18% |
| Eagle Materials Inc | 9,470 | US$2.13M | 0.18% |
| Pepsico, Inc. | 15,635 | US$2.12M | 0.18% |
| Twist Bioscience Corporation | 20,316 | US$2.09M | 0.17% |
| Thermo Fisher Scientific Inc | 4,099 | US$2.06M | 0.17% |
| Corteva, Inc. | 23,865 | US$2.02M | 0.17% |
| Terex Corporation | 27,850 | US$2.02M | 0.17% |
| Pfizer, Inc. | 83,566 | US$2.01M | 0.17% |
| Franklin Electric Co., Inc. | 18,468 | US$1.98M | 0.16% |
| Roku, Inc. | 14,268 | US$1.97M | 0.16% |
| Union Pacific Corporation | 7,111 | US$1.93M | 0.16% |
| Northrop Grumman Corporation | 3,741 | US$1.91M | 0.16% |
| Valero Energy Corporation | 7,295 | US$1.9M | 0.16% |
| Citigroup, Inc. | 13,517 | US$1.89M | 0.16% |
| Monster Beverage Corporation | 19,644 | US$1.89M | 0.16% |
| Mara Holdings, Inc. | 134K | US$1.86M | 0.15% |
| Monolithic Power Systems, Inc. | 1,344 | US$1.86M | 0.15% |
| Azz Inc. | 11,924 | US$1.85M | 0.15% |
| Magnite, Inc. | 97,202 | US$1.84M | 0.15% |
| Tjx Companies, Inc. (the) | 12,124 | US$1.84M | 0.15% |
| Rtx Corporation | 9,637 | US$1.83M | 0.15% |
| Newmont Corporation | 19,485 | US$1.82M | 0.15% |
| Texas Capital Bancshares, Inc. | 17,432 | US$1.8M | 0.15% |
| Nextera Energy, Inc. | 20,458 | US$1.8M | 0.15% |
| Texas Instruments Incorporated | 6,024 | US$1.8M | 0.15% |
| Pnc Financial Services Group, Inc. (the) | 7,264 | US$1.79M | 0.15% |