| Nvidia Corporation | 13.8M | US$2.77B | 6.5% |
| Advanced Micro Devices Inc | 2.84M | US$1.65B | 3.9% |
| Micron Technology, Inc. | 1.22M | US$1.41B | 3.3% |
| Alphabet Inc (google) Class C | 3.63M | US$1.3B | 3.1% |
| Sandisk Corporation | 493K | US$1.12B | 2.6% |
| Lam Research Corporation | 2.36M | US$1.02B | 2.4% |
| Intel Corporation | 6.71M | US$937M | 2.2% |
| Kla Corporation | 2.93M | US$883M | 2.1% |
| Broadcom Inc. | 2.13M | US$805M | 1.9% |
| Corning Incorporated | 3.06M | US$781M | 1.8% |
| Coherent Corp. | 1.57M | US$617M | 1.5% |
| Palo Alto Networks, Inc. | 1.67M | US$570M | 1.3% |
| Meta Platforms, Inc. | 939K | US$529M | 1.2% |
| Western Digital Corporation | 793K | US$507M | 1.2% |
| Apple Inc | 1.56M | US$451M | 1.1% |
| Arista Networks, Inc. | 2.53M | US$430M | 1.0% |
| Celestica Inc. | 1.15M | US$418M | 0.99% |
| Crowdstrike Holdings, Inc. | 538K | US$411M | 0.97% |
| Ttm Technologies, Inc. | 1.97M | US$368M | 0.87% |
| Ge Vernova Inc. | 304K | US$358M | 0.84% |
| Formfactor, Inc. | 2.15M | US$343M | 0.81% |
| Snowflake Inc. | 1.33M | US$339M | 0.80% |
| Lumentum Holdings Inc. | 390K | US$335M | 0.79% |
| Amazon.com, Inc. | 1.39M | US$332M | 0.78% |
| Enliven Therapeutics, Inc. | 6.43M | US$326M | 0.77% |
| Vertiv Holdings, Llc | 971K | US$325M | 0.77% |
| Microsoft Corp. | 864K | US$322M | 0.76% |
| Marvell Technology, Inc. | 1.07M | US$318M | 0.75% |
| Cloudflare, Inc. | 1.24M | US$304M | 0.72% |
| Eli Lilly And Company | 252K | US$302M | 0.71% |
| Renaissancere Holdings Ltd. | 944K | US$299M | 0.71% |
| Arch Capital Group Ltd. | 2.98M | US$289M | 0.68% |
| Macom Technology Solutions Holdings, Inc. | 751K | US$285M | 0.67% |
| Xenon Pharmaceuticals Inc. | 4.57M | US$276M | 0.65% |
| Bloom Energy Corporation | 861K | US$261M | 0.62% |
| Robinhood Markets, Inc. | 2.6M | US$260M | 0.62% |
| Twilio Inc. | 1.2M | US$249M | 0.59% |
| Mongodb, Inc. | 689K | US$231M | 0.55% |
| Fabrinet | 406K | US$228M | 0.54% |
| Marsh | 1.3M | US$217M | 0.51% |
| Johnson & Johnson | 784K | US$199M | 0.47% |
| Cytokinetics, Incorporated | 2.25M | US$192M | 0.45% |
| Akamai Technologies, Inc. | 1.58M | US$186M | 0.44% |
| Rhythm Pharmaceuticals, Inc. | 1.66M | US$185M | 0.44% |
| Caterpillar, Inc. | 167K | US$178M | 0.42% |
| Teva Pharmaceutical Industries Limited | 5.21M | US$177M | 0.42% |
| Arcutis Biotherapeutics, Inc. | 6.61M | US$173M | 0.41% |
| Amphenol Corporation | 977K | US$172M | 0.41% |
| Servicenow, Inc. | 1.69M | US$168M | 0.40% |
| Onto Innovation Inc. | 407K | US$154M | 0.36% |
| Bridgebio Pharma, Inc. | 2.06M | US$154M | 0.36% |
| Essent Group Ltd. | 2.38M | US$153M | 0.36% |
| Markel Group Inc. | 78,250 | US$153M | 0.36% |
| W.r. Berkley Corporation | 2.13M | US$150M | 0.35% |
| Alnylam Pharmaceuticals, Inc. | 483K | US$145M | 0.34% |
| The Travelers Companies, Inc. | 420K | US$139M | 0.33% |
| Amgen Inc. | 369K | US$134M | 0.32% |
| Madrigal Pharmaceuticals, Inc. | 244K | US$131M | 0.31% |
| Revolution Medicines, Inc. | 690K | US$129M | 0.31% |
| Cogent Biosciences, Inc. | 3.23M | US$125M | 0.30% |
| The Bank Of New York Mellon Corporation | 827K | US$120M | 0.28% |
| Everest Group, Ltd. | 330K | US$118M | 0.28% |
| Oruka Therapeutics, Inc. | 1.23M | US$117M | 0.28% |
| Mks Inc. | 260K | US$116M | 0.27% |
| Ionis Pharmaceuticals, Inc. | 1.45M | US$115M | 0.27% |
| Ryan Specialty Holdings, Inc. | 2.94M | US$111M | 0.26% |
| Brown & Brown, Inc. | 1.73M | US$111M | 0.26% |
| Delta Air Lines, Inc. | 1.14M | US$107M | 0.25% |
| Comfort Systems Usa, Inc. | 53,295 | US$106M | 0.25% |
| Reinsurance Group Of America, Incorporated | 495K | US$105M | 0.25% |
| Scholar Rock Holding Corporation | 1.88M | US$103M | 0.24% |
| Nu Holdings Ltd. | 7.7M | US$103M | 0.24% |
| Edwards Lifesciences Corporation | 1.1M | US$99.9M | 0.24% |
| Dianthus Therapeutics, Inc. | 1.02M | US$99.3M | 0.23% |
| Mirum Pharmaceuticals, Inc. | 846K | US$99M | 0.23% |
| Insmed Incorporated | 891K | US$95M | 0.22% |
| Progressive Corporation (the) | 428K | US$93.5M | 0.22% |
| Praxis Precision Medicines, Inc. | 279K | US$93.5M | 0.22% |
| Qnity Electronics, Inc. | 549K | US$89.7M | 0.21% |
| Mbx Biosciences, Inc. | 1.61M | US$88.8M | 0.21% |
| Spyre Therapeutics, Inc. | 988K | US$87.7M | 0.21% |
| Knight-swift Transportation Holdings Inc. | 1.12M | US$87M | 0.21% |
| Crinetics Pharmaceuticals, Inc. | 2.27M | US$85.1M | 0.20% |
| Walmart Inc. | 748K | US$84.7M | 0.20% |
| Us Foods Holding Corp. | 806K | US$82.5M | 0.19% |
| Analog Devices, Inc. | 190K | US$75.3M | 0.18% |
| Cisco Systems, Inc. | 618K | US$72.6M | 0.17% |
| Solventum Corporation | 936K | US$72.2M | 0.17% |
| Hagerty, Inc. | 6M | US$71.5M | 0.17% |
| Axogen, Inc. | 1.5M | US$69.3M | 0.16% |
| Vaxcyte, Inc. | 1.19M | US$68.9M | 0.16% |
| Rapport Therapeutics, Inc. | 1.61M | US$67M | 0.16% |
| Watts Water Technologies, Inc. | 163K | US$63.8M | 0.15% |
| Unitedhealth Group Incorporated | 151K | US$63M | 0.15% |
| Radian Group Inc. | 1.66M | US$62.5M | 0.15% |
| Zenas Biopharma, Inc. | 2.41M | US$61.2M | 0.14% |
| Savara, Inc. | 9.54M | US$58.8M | 0.14% |
| Skyward Specialty Insurance Group, Inc. | 1M | US$58.4M | 0.14% |
| Borgwarner Inc. | 861K | US$57.1M | 0.13% |
| Irhythm Holdings, Inc. | 458K | US$54.5M | 0.13% |