| Broadcom Inc. | 81,123 | US$30.6M | 4.7% |
| Marvell Technology, Inc. | 85,365 | US$25.4M | 3.9% |
| Microsoft Corp. | 51,288 | US$19.1M | 2.9% |
| Vertiv Holdings, Llc | 57,124 | US$19.1M | 2.9% |
| Cummins Inc. | 19,987 | US$14.3M | 2.2% |
| Cisco Systems, Inc. | 121K | US$14.2M | 2.2% |
| Eli Lilly And Company | 11,706 | US$14M | 2.2% |
| Jp Morgan Chase & Co. | 42,752 | US$14M | 2.1% |
| Apple Inc | 46,488 | US$13.5M | 2.1% |
| Abbvie Inc. | 52,237 | US$13.1M | 2.0% |
| United Rentals, Inc. | 11,063 | US$12.5M | 1.9% |
| Morgan Stanley | 57,869 | US$12.1M | 1.9% |
| Alphabet Inc (google) Class C | 33,440 | US$12M | 1.8% |
| Rtx Corporation | 60,781 | US$11.5M | 1.8% |
| Oracle Corporation | 75,911 | US$11.1M | 1.7% |
| Phillips 66 | 62,724 | US$10.6M | 1.6% |
| Palo Alto Networks, Inc. | 30,455 | US$10.4M | 1.6% |
| Chevron Corporation | 59,757 | US$9.91M | 1.5% |
| Union Pacific Corporation | 36,111 | US$9.82M | 1.5% |
| Ameriprise Financial, Inc. | 21,279 | US$9.76M | 1.5% |
| Amgen Inc. | 26,022 | US$9.42M | 1.4% |
| Norwegian Cruise Line Holdings Ltd. | 428K | US$9.04M | 1.4% |
| Caterpillar, Inc. | 8,230 | US$8.76M | 1.3% |
| Caseys General Stores, Inc. | 10,594 | US$8.42M | 1.3% |
| Air Products And Chemicals, Inc. | 28,468 | US$8.35M | 1.3% |
| Waste Management, Inc. | 36,619 | US$8.16M | 1.3% |
| Hubbell Inc | 14,837 | US$7.76M | 1.2% |
| Embraer S.a. | 121K | US$7.73M | 1.2% |
| L3harris Technologies, Inc. | 24,705 | US$7.18M | 1.1% |
| Qxo, Inc. | 387K | US$6.69M | 1.0% |
| Corteva, Inc. | 72,401 | US$6.13M | 0.94% |
| Merck & Company, Inc. | 45,976 | US$5.91M | 0.91% |
| American Express Company | 17,331 | US$5.86M | 0.90% |
| Service Corporation International | 75,525 | US$5.74M | 0.88% |
| Thermo Fisher Scientific Inc | 11,029 | US$5.53M | 0.85% |
| Digital Realty Trust, Inc. | 30,568 | US$5.49M | 0.84% |
| Abbott Laboratories | 55,657 | US$5.05M | 0.77% |
| Nvidia Corporation | 24,008 | US$4.8M | 0.74% |
| D.r. Horton, Inc. | 27,391 | US$4.46M | 0.68% |
| Nextera Energy, Inc. | 46,925 | US$4.12M | 0.63% |
| Cdw Corporation | 25,160 | US$3.54M | 0.54% |
| Sysco Corporation | 41,069 | US$3.43M | 0.53% |
| Fedex Corporation | 10,783 | US$3.38M | 0.52% |
| American Financial Group, Inc. | 23,475 | US$3.29M | 0.50% |
| Norfolk Southern Corporation | 10,025 | US$3.15M | 0.48% |
| Tractor Supply Company | 94,525 | US$2.99M | 0.46% |
| The Hershey Company | 15,950 | US$2.8M | 0.43% |
| Visa Inc. | 7,382 | US$2.53M | 0.39% |
| Toronto-dominion Bank | 20,800 | US$2.53M | 0.39% |
| American Water Works Company, Inc. | 18,940 | US$2.49M | 0.38% |
| The Travelers Companies, Inc. | 7,240 | US$2.39M | 0.37% |
| Lockheed Martin Corporation | 4,655 | US$2.37M | 0.36% |
| Canadian National Railway Company | 19,620 | US$2.34M | 0.36% |
| Parker-hannifin Corporation | 2,330 | US$2.28M | 0.35% |
| Berkshire Hathaway Inc. | 4,322 | US$2.16M | 0.33% |
| Qualcomm Incorporated | 11,604 | US$2.14M | 0.33% |
| Pnc Financial Services Group, Inc. (the) | 8,339 | US$2.05M | 0.31% |
| American International Group, Inc. New | 24,760 | US$1.85M | 0.28% |
| Meta Platforms, Inc. | 3,197 | US$1.8M | 0.28% |
| Csx Corporation | 37,482 | US$1.78M | 0.27% |
| Yesway, Inc. | 82,640 | US$1.68M | 0.26% |
| Amazon.com, Inc. | 6,673 | US$1.59M | 0.24% |
| Cal-maine Foods, Inc. | 19,640 | US$1.58M | 0.24% |
| Coca-cola Company (the) | 19,467 | US$1.58M | 0.24% |
| International Business Machines Corporation | 5,220 | US$1.47M | 0.23% |
| Home Depot, Inc. (the) | 4,044 | US$1.43M | 0.22% |
| The J.m. Smucker Company | 12,600 | US$1.42M | 0.22% |
| Capital One Financial Corporation | 6,927 | US$1.39M | 0.21% |
| Analog Devices, Inc. | 3,380 | US$1.34M | 0.21% |
| Ge Vernova Inc. | 1,005 | US$1.18M | 0.18% |
| Cubesmart | 29,000 | US$1.15M | 0.18% |
| Ugi Corporation | 30,600 | US$1.06M | 0.16% |
| Aflac Incorporated | 8,625 | US$1.01M | 0.16% |
| Americold Realty Trust, Inc. | 60,925 | US$958K | 0.15% |
| Apa Corporation | 28,000 | US$912K | 0.14% |
| Mcdonald's Corporation | 3,079 | US$832K | 0.13% |
| Blue Owl Capital Corporation | 73,275 | US$796K | 0.12% |
| General Dynamics Corporation | 2,214 | US$784K | 0.12% |
| Keycorp | 34,000 | US$784K | 0.12% |
| Johnson & Johnson | 3,085 | US$783K | 0.12% |
| Exxon Mobil Corporation | 5,355 | US$732K | 0.11% |
| Becton, Dickinson And Company | 4,700 | US$711K | 0.11% |
| Prudential Financial, Inc. | 6,351 | US$685K | 0.11% |
| Kinder Morgan, Inc. | 21,350 | US$683K | 0.10% |
| Pepsico, Inc. | 4,923 | US$667K | 0.10% |
| Mastercard Incorporated | 1,260 | US$647K | 0.10% |
| Symbotic Inc. | 13,575 | US$610K | 0.09% |
| Philip Morris International Inc | 3,029 | US$548K | 0.08% |
| Blackrock, Inc. | 501 | US$482K | 0.07% |
| Texas Instruments Incorporated | 1,600 | US$477K | 0.07% |
| Procter & Gamble Company (the) | 3,223 | US$473K | 0.07% |
| Bristol-myers Squibb Company | 8,100 | US$467K | 0.07% |
| Grab Holdings Limited | 113K | US$426K | 0.07% |
| Quaker Houghton | 2,500 | US$397K | 0.06% |
| Conocophillips | 3,290 | US$342K | 0.05% |
| Bank Of America Corporation | 5,548 | US$316K | 0.05% |
| American Tower Corporation (reit) | 1,900 | US$311K | 0.05% |
| Emerson Electric Company | 2,133 | US$305K | 0.05% |
| New Mountain Finance Corporation | 41,800 | US$300K | 0.05% |
| Costco Wholesale Corporation | 309 | US$289K | 0.04% |