| Nvidia Corporation | 2.62M | US$525M | 5.1% |
| Apple Inc | 1.59M | US$459M | 4.5% |
| Alphabet Inc (google) Class C | 1.13M | US$405M | 3.9% |
| Microsoft Corp. | 808K | US$301M | 2.9% |
| Amazon.com, Inc. | 1.03M | US$246M | 2.4% |
| Broadcom Inc. | 524K | US$198M | 1.9% |
| Micron Technology, Inc. | 120K | US$139M | 1.4% |
| Meta Platforms, Inc. | 228K | US$128M | 1.3% |
| Tesla, Inc. | 293K | US$123M | 1.2% |
| Eli Lilly And Company | 85,798 | US$103M | 1.0% |
| Jp Morgan Chase & Co. | 303K | US$99.2M | 0.97% |
| Advanced Micro Devices Inc | 169K | US$98.3M | 0.96% |
| Berkshire Hathaway Inc. | 189K | US$94.5M | 0.92% |
| Johnson & Johnson | 274K | US$69.6M | 0.68% |
| Lam Research Corporation | 158K | US$68.3M | 0.67% |
| Intel Corporation | 483K | US$67.5M | 0.66% |
| Visa Inc. | 189K | US$64.9M | 0.63% |
| Applied Materials, Inc. | 85,201 | US$61.6M | 0.60% |
| Exxon Mobil Corporation | 427K | US$58.4M | 0.57% |
| Caterpillar, Inc. | 53,985 | US$57.5M | 0.56% |
| Walmart Inc. | 466K | US$52.7M | 0.51% |
| Abbvie Inc. | 201K | US$50.7M | 0.49% |
| Cisco Systems, Inc. | 407K | US$47.8M | 0.47% |
| Mastercard Incorporated | 91,516 | US$47M | 0.46% |
| Ge Aerospace | 118K | US$44M | 0.43% |
| Costco Wholesale Corporation | 46,485 | US$43.5M | 0.42% |
| Kla Corporation | 140K | US$42.3M | 0.41% |
| Sandisk Corporation | 17,339 | US$39.4M | 0.38% |
| Unitedhealth Group Incorporated | 93,355 | US$38.8M | 0.38% |
| Bank Of America Corporation | 674K | US$38.4M | 0.37% |
| Amphenol Corporation | 216K | US$38M | 0.37% |
| Home Depot, Inc. (the) | 105K | US$37.2M | 0.36% |
| Ge Vernova Inc. | 31,071 | US$36.5M | 0.36% |
| Procter & Gamble Company (the) | 240K | US$35.2M | 0.34% |
| Goldman Sachs Group, Inc. (the) | 33,858 | US$34.2M | 0.33% |
| Palo Alto Networks, Inc. | 99,636 | US$34M | 0.33% |
| Philip Morris International Inc | 186K | US$33.6M | 0.33% |
| Chevron Corporation | 199K | US$33M | 0.32% |
| Merck & Company, Inc. | 254K | US$32.6M | 0.32% |
| Coca-cola Company (the) | 399K | US$32.4M | 0.32% |
| Netflix, Inc. | 435K | US$31.1M | 0.30% |
| Morgan Stanley | 146K | US$30.5M | 0.30% |
| Onto Innovation Inc. | 80,178 | US$30.3M | 0.30% |
| Applied Industrial Technologies, Inc. | 89,714 | US$30.3M | 0.30% |
| Citigroup, Inc. | 211K | US$29.5M | 0.29% |
| Wells Fargo & Company | 348K | US$28.8M | 0.28% |
| Texas Instruments Incorporated | 94,841 | US$28.3M | 0.28% |
| Palantir Technologies Inc. | 237K | US$27.6M | 0.27% |
| International Business Machines Corporation | 96,680 | US$27.2M | 0.26% |
| Marvell Technology, Inc. | 90,486 | US$27M | 0.26% |
| Rtx Corporation | 139K | US$26.3M | 0.26% |
| Oracle Corporation | 176K | US$25.7M | 0.25% |
| Mercury Systems Inc | 201K | US$24.6M | 0.24% |
| Corning Incorporated | 91,404 | US$23.3M | 0.23% |
| Western Digital Corporation | 36,005 | US$23M | 0.22% |
| Rbc Bearings Incorporated | 35,467 | US$22.8M | 0.22% |
| Arista Networks, Inc. | 127K | US$21.6M | 0.21% |
| Booking Holdings Inc. Common Stock | 120K | US$21.3M | 0.21% |
| Crowdstrike Holdings, Inc. | 27,596 | US$21.1M | 0.21% |
| Esco Technologies Inc. | 59,728 | US$20.9M | 0.20% |
| Nextera Energy, Inc. | 235K | US$20.6M | 0.20% |
| Analog Devices, Inc. | 51,254 | US$20.4M | 0.20% |
| Emcor Group, Inc. | 24,518 | US$20.3M | 0.20% |
| Amgen Inc. | 55,938 | US$20.3M | 0.20% |
| Mcdonald's Corporation | 74,678 | US$20.2M | 0.20% |
| Qualcomm Incorporated | 109K | US$20.1M | 0.20% |
| Gilead Sciences, Inc. | 158K | US$19.9M | 0.19% |
| Thermo Fisher Scientific Inc | 39,693 | US$19.9M | 0.19% |
| Sterling Infrastructure, Inc. | 23,683 | US$19.9M | 0.19% |
| Mueller Industries, Inc. | 161K | US$19.8M | 0.19% |
| Fabrinet | 35,148 | US$19.8M | 0.19% |
| Danaher Corporation | 103K | US$19.6M | 0.19% |
| Tjx Companies, Inc. (the) | 128K | US$19.4M | 0.19% |
| Pepsico, Inc. | 141K | US$19.1M | 0.19% |
| Verizon Communications Inc. | 449K | US$19M | 0.18% |
| Boeing Company (the) | 85,950 | US$18.6M | 0.18% |
| American Express Company | 54,891 | US$18.6M | 0.18% |
| Mks Inc. | 40,928 | US$18.2M | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 38,069 | US$18.2M | 0.18% |
| Williams Companies, Inc. (the) | 241K | US$17.9M | 0.17% |
| Ametek, Inc. | 73,075 | US$17.7M | 0.17% |
| Union Pacific Corporation | 64,585 | US$17.6M | 0.17% |
| Advanced Energy Industries, Inc. | 46,990 | US$17.5M | 0.17% |
| Vertiv Holdings, Llc | 52,225 | US$17.5M | 0.17% |
| Credo Technology Group Holding Ltd | 64,208 | US$17.5M | 0.17% |
| Charles Schwab Corporation (the) | 188K | US$17.3M | 0.17% |
| Walt Disney Company (the) | 179K | US$17.3M | 0.17% |
| At&t Inc. | 826K | US$17.1M | 0.17% |
| Wyndham Hotels & Resorts, Inc. | 202K | US$17M | 0.17% |
| Welltower Inc. | 72,757 | US$16.5M | 0.16% |
| Ttm Technologies, Inc. | 88,282 | US$16.5M | 0.16% |
| Deere & Company | 25,853 | US$16.4M | 0.16% |
| First Financial Bankshares, Inc. | 472K | US$16.3M | 0.16% |
| Abbott Laboratories | 179K | US$16.2M | 0.16% |
| Rambus, Inc. | 121K | US$16.1M | 0.16% |
| Bristol-myers Squibb Company | 274K | US$15.8M | 0.15% |
| Arrowhead Pharmaceuticals, Inc. | 191K | US$15.6M | 0.15% |
| Freeport-mcmoran, Inc. | 247K | US$15.5M | 0.15% |
| Salesforce, Inc. | 98,504 | US$15.4M | 0.15% |
| Conocophillips | 148K | US$15.4M | 0.15% |