| Nvidia Corporation | 165K | US$33M | 5.6% |
| Guardant Health, Inc. | 209K | US$31.3M | 5.3% |
| Apple Inc | 105K | US$30.4M | 5.1% |
| Natera, Inc. | 110K | US$29.8M | 5.0% |
| Coherent Corp. | 74,725 | US$29.5M | 5.0% |
| Lam Research Corporation | 64,913 | US$28.1M | 4.7% |
| Planet Labs Pbc | 825K | US$27.3M | 4.6% |
| Forgent Power Solutions, Inc. | 468K | US$26.1M | 4.4% |
| Bloom Energy Corporation | 85,210 | US$25.8M | 4.3% |
| Aehr Test Systems | 249K | US$23.9M | 4.0% |
| Eli Lilly And Company | 19,550 | US$23.4M | 4.0% |
| Spire Global, Inc. | 1.16M | US$21.5M | 3.6% |
| Sitime Corporation | 27,925 | US$20.8M | 3.5% |
| Microsoft Corp. | 50,484 | US$18.8M | 3.2% |
| Axsome Therapeutics, Inc. | 73,040 | US$17.9M | 3.0% |
| Lumentum Holdings Inc. | 18,011 | US$15.5M | 2.6% |
| Terawulf Inc. | 546K | US$13.5M | 2.3% |
| Neurocrine Biosciences, Inc. | 79,724 | US$13.4M | 2.3% |
| Twist Bioscience Corporation | 129K | US$13.3M | 2.2% |
| Brightspring Health Services, Inc. | 176K | US$12.3M | 2.1% |
| Broadcom Inc. | 32,151 | US$12.1M | 2.0% |
| Corning Incorporated | 41,459 | US$10.6M | 1.8% |
| Micron Technology, Inc. | 8,062 | US$9.31M | 1.6% |
| Ge Vernova Inc. | 6,600 | US$7.75M | 1.3% |
| T1 Energy Inc. | 775K | US$7.35M | 1.2% |
| Genedx Holdings Corp. | 106K | US$7.3M | 1.2% |
| Advanced Micro Devices Inc | 11,657 | US$6.77M | 1.1% |
| Unitedhealth Group Incorporated | 14,600 | US$6.07M | 1.0% |
| Molina Healthcare Inc | 22,140 | US$5.06M | 0.85% |
| Intel Corporation | 31,413 | US$4.39M | 0.74% |
| Applied Materials, Inc. | 5,670 | US$4.1M | 0.69% |
| Space Exploration Technologies Corp | 21,400 | US$3.66M | 0.62% |
| Cisco Systems, Inc. | 28,254 | US$3.32M | 0.56% |
| Kla Corporation | 9,369 | US$2.83M | 0.48% |
| Palo Alto Networks, Inc. | 5,813 | US$1.98M | 0.33% |
| Texas Instruments Incorporated | 6,510 | US$1.94M | 0.33% |
| International Business Machines Corporation | 6,713 | US$1.89M | 0.32% |
| Palantir Technologies Inc. | 15,578 | US$1.82M | 0.31% |
| Marvell Technology, Inc. | 6,092 | US$1.81M | 0.31% |
| Oracle Corporation | 12,291 | US$1.8M | 0.30% |
| Western Digital Corporation | 2,475 | US$1.58M | 0.27% |
| Amphenol Corporation | 8,791 | US$1.55M | 0.26% |
| Qualcomm Incorporated | 7,630 | US$1.41M | 0.24% |
| Analog Devices, Inc. | 3,484 | US$1.38M | 0.23% |
| Crowdstrike Holdings, Inc. | 1,771 | US$1.35M | 0.23% |
| Arista Networks, Inc. | 7,625 | US$1.3M | 0.22% |
| Shopify Inc. | 8,780 | US$1M | 0.17% |
| Dell Technologies Inc. | 2,155 | US$930K | 0.16% |
| Salesforce, Inc. | 5,695 | US$892K | 0.15% |
| Applovin Corporation | 1,648 | US$849K | 0.14% |
| Servicenow, Inc. | 7,477 | US$742K | 0.13% |
| Cadence Design Systems, Inc. | 1,974 | US$741K | 0.12% |
| Fortinet, Inc. | 4,503 | US$692K | 0.12% |
| Snowflake Inc. | 2,357 | US$600K | 0.10% |
| Datadog, Inc. | 2,252 | US$586K | 0.10% |
| Synopsys, Inc. | 1,304 | US$582K | 0.10% |
| Adobe Inc. | 2,810 | US$576K | 0.10% |
| Cloudflare, Inc. | 2,229 | US$547K | 0.09% |
| Teradyne, Inc. | 1,121 | US$542K | 0.09% |
| Intuit Inc. | 1,970 | US$514K | 0.09% |
| Ciena Corporation | 1,012 | US$496K | 0.08% |
| Motorola Solutions, Inc. | 1,193 | US$495K | 0.08% |
| Astera Labs, Inc. | 964 | US$466K | 0.08% |
| Monolithic Power Systems, Inc. | 332 | US$459K | 0.08% |
| Keysight Technologies Inc. | 1,231 | US$431K | 0.07% |
| Hewlett Packard Enterprise Company | 9,496 | US$428K | 0.07% |
| Microchip Technology Incorporated | 3,821 | US$348K | 0.06% |
| Credo Technology Group Holding Ltd | 1,179 | US$321K | 0.05% |
| Celestica Inc. | 821 | US$299K | 0.05% |
| Autodesk, Inc. | 1,514 | US$294K | 0.05% |
| Jabil Inc. | 758 | US$292K | 0.05% |
| On Semiconductor Corporation | 2,800 | US$265K | 0.04% |
| Roper Technologies, Inc. | 732 | US$248K | 0.04% |
| Qnity Electronics, Inc. | 1,454 | US$237K | 0.04% |
| Teledyne Technologies Incorporated | 330 | US$220K | 0.04% |
| Netapp, Inc. | 1,408 | US$218K | 0.04% |
| Twilio Inc. | 1,035 | US$214K | 0.04% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Advanced Energy Industries, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Amprius Technologies, Inc. | 0 | US$0 | 0.00% |
| Digitalocean Holdings, Inc. | 0 | US$0 | 0.00% |
| Fastly, Inc. | 0 | US$0 | 0.00% |
| Intuitive Machines, Inc. | 0 | US$0 | 0.00% |
| Karman Holdings Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Rocket Lab Corporation | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Verisign, Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Caretrust Reit, Inc. | 0 | US$0 | 0.00% |
| Onto Innovation Inc. | 0 | US$0 | 0.00% |