| Comfort Systems Usa, Inc. | 16,094 | US$31.9M | 7.0% |
| Nvidia Corporation | 136K | US$27.2M | 5.9% |
| Apple Inc | 93,355 | US$27M | 5.9% |
| Tesla, Inc. | 43,340 | US$18.2M | 4.0% |
| Jp Morgan Chase & Co. | 49,713 | US$16.3M | 3.5% |
| Broadcom Inc. | 40,885 | US$15.4M | 3.4% |
| Asml Holding Nv | 7,216 | US$14.4M | 3.1% |
| Amazon.com, Inc. | 59,370 | US$14.2M | 3.1% |
| Costco Wholesale Corporation | 13,864 | US$13M | 2.8% |
| Raymond James Financial, Inc. | 62,013 | US$9.43M | 2.1% |
| Palantir Technologies Inc. | 76,625 | US$8.94M | 1.9% |
| Berkshire Hathaway Inc. | 17,662 | US$8.84M | 1.9% |
| Philip Morris International Inc | 44,271 | US$8.01M | 1.7% |
| Canadian Natural Resources Limited | 194K | US$7.66M | 1.7% |
| Visa Inc. | 22,232 | US$7.63M | 1.7% |
| Microsoft Corp. | 17,901 | US$6.68M | 1.5% |
| Home Depot, Inc. (the) | 17,587 | US$6.2M | 1.4% |
| Netflix, Inc. | 85,160 | US$6.08M | 1.3% |
| Eli Lilly And Company | 4,914 | US$5.89M | 1.3% |
| Union Pacific Corporation | 20,698 | US$5.63M | 1.2% |
| Marathon Petroleum Corporation | 18,461 | US$4.72M | 1.0% |
| Cadence Design Systems, Inc. | 12,207 | US$4.58M | 1.00% |
| Astera Labs, Inc. | 9,349 | US$4.52M | 0.98% |
| Stryker Corporation | 14,341 | US$4.52M | 0.98% |
| Meta Platforms, Inc. | 7,708 | US$4.34M | 0.95% |
| Old Dominion Freight Line, Inc. | 19,044 | US$4.12M | 0.90% |
| Walmart Inc. | 35,657 | US$4.04M | 0.88% |
| Emcor Group, Inc. | 4,824 | US$4M | 0.87% |
| Sterling Infrastructure, Inc. | 4,674 | US$3.92M | 0.86% |
| Oracle Corporation | 26,258 | US$3.85M | 0.84% |
| Motorola Solutions, Inc. | 9,046 | US$3.76M | 0.82% |
| Abbvie Inc. | 14,557 | US$3.66M | 0.80% |
| Johnson & Johnson | 14,383 | US$3.65M | 0.80% |
| Analog Devices, Inc. | 9,024 | US$3.58M | 0.78% |
| Vistra Corp. | 22,127 | US$3.51M | 0.77% |
| Exxon Mobil Corporation | 25,371 | US$3.47M | 0.76% |
| Mcdonald's Corporation | 12,252 | US$3.31M | 0.72% |
| Powell Industries, Inc. | 10,740 | US$3.08M | 0.67% |
| Air Products And Chemicals, Inc. | 9,357 | US$2.74M | 0.60% |
| Ies Holdings, Inc. | 3,710 | US$2.73M | 0.59% |
| Advanced Energy Industries, Inc. | 6,934 | US$2.59M | 0.56% |
| Cummins Inc. | 3,550 | US$2.53M | 0.55% |
| Darden Restaurants, Inc. | 11,764 | US$2.42M | 0.53% |
| Vertiv Holdings, Llc | 7,006 | US$2.35M | 0.51% |
| Realty Income Corporation | 37,453 | US$2.32M | 0.51% |
| Cme Group Inc. | 10,484 | US$2.32M | 0.50% |
| Advanced Micro Devices Inc | 3,951 | US$2.3M | 0.50% |
| Pacs Group, Inc. | 51,004 | US$2.17M | 0.47% |
| Unitedhealth Group Incorporated | 4,973 | US$2.07M | 0.45% |
| Alphabet Inc (google) Class C | 5,207 | US$1.86M | 0.41% |
| Monolithic Power Systems, Inc. | 1,304 | US$1.8M | 0.39% |
| Axcelis Technologies, Inc. | 9,191 | US$1.74M | 0.38% |
| Diamondback Energy, Inc. | 8,458 | US$1.49M | 0.32% |
| Verizon Communications Inc. | 34,771 | US$1.47M | 0.32% |
| Applied Materials, Inc. | 1,907 | US$1.38M | 0.30% |
| Entergy Corporation | 11,745 | US$1.35M | 0.29% |
| Reliance, Inc. | 3,482 | US$1.3M | 0.28% |
| Zoetis Inc. | 17,599 | US$1.26M | 0.28% |
| Brunswick Corporation | 14,771 | US$1.24M | 0.27% |
| The Ensign Group, Inc. | 7,331 | US$1.18M | 0.26% |
| Service Corporation International | 15,392 | US$1.17M | 0.25% |
| Nextera Energy, Inc. | 12,898 | US$1.13M | 0.25% |
| Zurn Elkay Water Solutions Corporation | 22,207 | US$1.12M | 0.24% |
| Simpson Manufacturing Company, Inc. | 5,313 | US$1.11M | 0.24% |
| Fidelity National Information Services, Inc. | 27,192 | US$1.06M | 0.23% |
| Lantheus Holdings, Inc. | 9,284 | US$1.03M | 0.22% |
| Aaon, Inc. | 7,865 | US$998K | 0.22% |
| Agco Corporation | 8,181 | US$979K | 0.21% |
| Climb Global Solutions, Inc. | 41,573 | US$965K | 0.21% |
| Archrock, Inc. | 23,383 | US$952K | 0.21% |
| Ufp Technologies, Inc. | 3,568 | US$946K | 0.21% |
| First Citizens Bancshares, Inc. | 370 | US$771K | 0.17% |
| Lam Research Corporation | 1,758 | US$762K | 0.17% |
| Healthequity, Inc. | 8,089 | US$731K | 0.16% |
| Super Micro Computer, Inc. | 24,868 | US$729K | 0.16% |
| Kinsale Capital Group, Inc. | 2,102 | US$693K | 0.15% |
| Conocophillips | 6,529 | US$679K | 0.15% |
| Interdigital, Inc. | 2,375 | US$672K | 0.15% |
| Extra Space Storage Inc | 4,404 | US$640K | 0.14% |
| Dexcom, Inc. | 9,341 | US$629K | 0.14% |
| Ge Vernova Inc. | 525 | US$617K | 0.13% |
| American Express Company | 1,640 | US$555K | 0.12% |
| Tjx Companies, Inc. (the) | 3,504 | US$531K | 0.12% |
| Hewlett Packard Enterprise Company | 11,765 | US$531K | 0.12% |
| Celsius Holdings, Inc. | 16,145 | US$473K | 0.10% |
| Cisco Systems, Inc. | 3,846 | US$452K | 0.10% |
| Charles Schwab Corporation (the) | 4,163 | US$384K | 0.08% |
| S&p Global Inc. | 915 | US$373K | 0.08% |
| Allstate Corporation (the) | 1,551 | US$369K | 0.08% |
| Cognex Corporation | 5,086 | US$368K | 0.08% |
| Valero Energy Corporation | 1,399 | US$364K | 0.08% |
| Iqvia Holdings, Inc. | 1,876 | US$362K | 0.08% |
| Microchip Technology Incorporated | 3,558 | US$325K | 0.07% |
| Phillips 66 | 1,799 | US$304K | 0.07% |
| Oshkosh Corporation (holding Company) | 1,949 | US$299K | 0.07% |
| Edwards Lifesciences Corporation | 3,253 | US$294K | 0.06% |
| Amphenol Corporation | 1,668 | US$294K | 0.06% |
| Newmont Corporation | 3,038 | US$284K | 0.06% |
| Landstar System, Inc. | 1,290 | US$267K | 0.06% |
| Pultegroup, Inc. | 1,793 | US$246K | 0.05% |