| Broadcom Inc. | 175K | US$66M | 2.0% |
| Nvidia Corporation | 314K | US$62.8M | 1.9% |
| Parker-hannifin Corporation | 58,956 | US$57.7M | 1.7% |
| Alphabet Inc (google) Class C | 157K | US$56.2M | 1.7% |
| Lam Research Corporation | 119K | US$51.4M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 103K | US$49.3M | 1.5% |
| Caterpillar, Inc. | 39,277 | US$41.8M | 1.3% |
| Howmet Aerospace Inc. | 149K | US$40M | 1.2% |
| Williams-sonoma, Inc. | 162K | US$37.8M | 1.1% |
| Microsoft Corp. | 97,043 | US$36.2M | 1.1% |
| Cadence Design Systems, Inc. | 94,960 | US$35.6M | 1.1% |
| Eog Resources, Inc. | 273K | US$35.4M | 1.1% |
| Applied Materials, Inc. | 46,459 | US$33.6M | 1.0% |
| Amphenol Corporation | 187K | US$32.9M | 1.00% |
| Netapp, Inc. | 210K | US$32.4M | 0.98% |
| Ameriprise Financial, Inc. | 68,051 | US$31.2M | 0.94% |
| Texas Instruments Incorporated | 101K | US$30.2M | 0.91% |
| Zoetis Inc. | 411K | US$29.5M | 0.89% |
| Arista Networks, Inc. | 173K | US$29.3M | 0.89% |
| Kla Corporation | 95,358 | US$28.8M | 0.87% |
| Jp Morgan Chase & Co. | 86,958 | US$28.5M | 0.86% |
| Micron Technology, Inc. | 23,844 | US$27.5M | 0.83% |
| Visa Inc. | 79,975 | US$27.4M | 0.83% |
| Merck & Company, Inc. | 212K | US$27.3M | 0.82% |
| Cisco Systems, Inc. | 230K | US$27.1M | 0.82% |
| Eli Lilly And Company | 20,903 | US$25.1M | 0.76% |
| Fedex Corporation | 78,564 | US$24.6M | 0.74% |
| Marvell Technology, Inc. | 82,156 | US$24.5M | 0.74% |
| Amazon.com, Inc. | 99,103 | US$23.6M | 0.71% |
| Palo Alto Networks, Inc. | 66,727 | US$22.8M | 0.69% |
| Quanta Services, Inc. | 31,445 | US$22.6M | 0.68% |
| Johnson & Johnson | 88,810 | US$22.6M | 0.68% |
| Quest Diagnostics Incorporated | 104K | US$22.1M | 0.67% |
| Meta Platforms, Inc. | 39,135 | US$22M | 0.67% |
| Caseys General Stores, Inc. | 26,979 | US$21.4M | 0.65% |
| Walmart Inc. | 186K | US$21.1M | 0.64% |
| Comfort Systems Usa, Inc. | 10,601 | US$21M | 0.64% |
| Iron Mountain Incorporated (delaware) | 163K | US$20.6M | 0.62% |
| Pultegroup, Inc. | 149K | US$20.4M | 0.62% |
| Republic Services, Inc. | 94,384 | US$20.1M | 0.61% |
| Procter & Gamble Company (the) | 130K | US$19M | 0.58% |
| American Express Company | 55,870 | US$18.9M | 0.57% |
| Apple Inc | 64,463 | US$18.7M | 0.56% |
| Penske Automotive Group, Inc. | 104K | US$18.5M | 0.56% |
| Motorola Solutions, Inc. | 44,007 | US$18.3M | 0.55% |
| Monolithic Power Systems, Inc. | 13,126 | US$18.1M | 0.55% |
| Darden Restaurants, Inc. | 83,994 | US$17.3M | 0.52% |
| Home Depot, Inc. (the) | 49,050 | US$17.3M | 0.52% |
| Mckesson Corporation | 22,845 | US$17.3M | 0.52% |
| Emcor Group, Inc. | 20,727 | US$17.2M | 0.52% |
| Lockheed Martin Corporation | 33,732 | US$17.2M | 0.52% |
| Advanced Micro Devices Inc | 28,899 | US$16.8M | 0.51% |
| At&t Inc. | 809K | US$16.7M | 0.51% |
| Cme Group Inc. | 75,663 | US$16.7M | 0.51% |
| Berkshire Hathaway Inc. | 32,987 | US$16.5M | 0.50% |
| Cencora, Inc. | 56,374 | US$16M | 0.48% |
| Blackstone Inc. | 134K | US$15.7M | 0.48% |
| Westinghouse Air Brake Technologies Corporation | 57,425 | US$15.5M | 0.47% |
| Affiliated Managers Group, Inc. | 45,453 | US$15.4M | 0.47% |
| Expand Energy Corporation | 168K | US$15.3M | 0.46% |
| Monster Beverage Corporation | 157K | US$15M | 0.46% |
| Fortinet, Inc. | 97,816 | US$15M | 0.45% |
| Toll Brothers, Inc. | 89,996 | US$14.8M | 0.45% |
| Iqvia Holdings, Inc. | 75,946 | US$14.7M | 0.44% |
| Mastec, Inc. | 35,124 | US$14.6M | 0.44% |
| Costco Wholesale Corporation | 15,595 | US$14.6M | 0.44% |
| Mastercard Incorporated | 28,386 | US$14.6M | 0.44% |
| Chevron Corporation | 87,652 | US$14.5M | 0.44% |
| Elevance Health, Inc. | 37,323 | US$14.4M | 0.44% |
| T. Rowe Price Group, Inc. | 125K | US$14.2M | 0.43% |
| Stifel Financial Corporation | 202K | US$14.1M | 0.43% |
| Sba Communications Corporation | 79,284 | US$14M | 0.42% |
| Snap-on Incorporated | 34,673 | US$14M | 0.42% |
| Kroger Company (the) | 248K | US$13.8M | 0.42% |
| Jabil Inc. | 35,639 | US$13.7M | 0.42% |
| Paccar Inc. | 114K | US$13.7M | 0.41% |
| Interactive Brokers Group, Inc. | 157K | US$13.7M | 0.41% |
| Ase Technology Holding Co., Ltd. | 302K | US$13.6M | 0.41% |
| United Microelectronics Corp. | 500K | US$13.6M | 0.41% |
| Ingersoll Rand Inc. | 162K | US$13.2M | 0.40% |
| The Cigna Group | 48,012 | US$13.2M | 0.40% |
| Blackrock, Inc. | 13,633 | US$13.1M | 0.40% |
| Pepsico, Inc. | 96,651 | US$13.1M | 0.40% |
| Corpay, Inc. | 38,824 | US$12.9M | 0.39% |
| Sysco Corporation | 154K | US$12.9M | 0.39% |
| Ss&c Technologies Holdings, Inc. | 198K | US$12.3M | 0.37% |
| Packaging Corporation Of America | 51,237 | US$12.2M | 0.37% |
| Devon Energy Corporation | 288K | US$11.9M | 0.36% |
| Williams Companies, Inc. (the) | 160K | US$11.9M | 0.36% |
| Bhp Group Ltd | 142K | US$11.8M | 0.36% |
| Sprouts Farmers Market, Inc. | 137K | US$11.6M | 0.35% |
| Crowdstrike Holdings, Inc. | 14,866 | US$11.3M | 0.34% |
| Itt Inc. | 57,177 | US$11.3M | 0.34% |
| Rollins, Inc. | 266K | US$11.1M | 0.34% |
| Petroleo Brasileiro Sa | 664K | US$10.7M | 0.32% |
| Barrick Mining Corporation | 290K | US$10.7M | 0.32% |
| Rio Tinto Plc | 112K | US$10.6M | 0.32% |
| Texas Roadhouse, Inc. | 54,534 | US$10.5M | 0.32% |
| Otis Worldwide Corporation | 144K | US$10.3M | 0.31% |
| Tradeweb Markets Inc. | 103K | US$10.3M | 0.31% |