| Nvidia Corporation | 5.35M | US$1.07B | 7.2% |
| Alphabet Inc (google) Class C | 2.02M | US$720M | 4.8% |
| Broadcom Inc. | 1.5M | US$566M | 3.8% |
| Microsoft Corp. | 1.12M | US$419M | 2.8% |
| Micron Technology, Inc. | 355K | US$410M | 2.8% |
| Amazon.com, Inc. | 1.61M | US$384M | 2.6% |
| Ge Aerospace | 849K | US$317M | 2.1% |
| Meta Platforms, Inc. | 501K | US$282M | 1.9% |
| Kla Corporation | 934K | US$282M | 1.9% |
| Palo Alto Networks, Inc. | 802K | US$274M | 1.8% |
| Asml Holding Nv | 132K | US$263M | 1.8% |
| Arista Networks, Inc. | 1.53M | US$260M | 1.7% |
| Visa Inc. | 547K | US$188M | 1.3% |
| Vertiv Holdings, Llc | 530K | US$178M | 1.2% |
| Apple Inc | 552K | US$160M | 1.1% |
| Venture Global, Inc. | 14.2M | US$158M | 1.1% |
| Jp Morgan Chase & Co. | 475K | US$155M | 1.0% |
| Cadence Design Systems, Inc. | 404K | US$152M | 1.0% |
| Mastercard Incorporated | 292K | US$150M | 1.0% |
| The Bank Of New York Mellon Corporation | 1.02M | US$148M | 0.99% |
| Costco Wholesale Corporation | 156K | US$146M | 0.98% |
| Welltower Inc. | 618K | US$140M | 0.94% |
| International Business Machines Corporation | 497K | US$140M | 0.94% |
| Cisco Systems, Inc. | 1.16M | US$136M | 0.91% |
| Mckesson Corporation | 161K | US$121M | 0.82% |
| Applied Materials, Inc. | 165K | US$119M | 0.80% |
| Marvell Technology, Inc. | 390K | US$116M | 0.78% |
| Ametek, Inc. | 478K | US$116M | 0.78% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 233K | US$111M | 0.75% |
| Merck & Company, Inc. | 846K | US$109M | 0.73% |
| Exxon Mobil Corporation | 781K | US$107M | 0.72% |
| Equitable Holdings, Inc. | 2.29M | US$100M | 0.67% |
| Csx Corporation | 2.06M | US$98M | 0.66% |
| Servicenow, Inc. | 982K | US$97.5M | 0.66% |
| Intuitive Surgical, Inc. | 240K | US$95.3M | 0.64% |
| O'reilly Automotive, Inc. | 1.01M | US$92.9M | 0.62% |
| Walt Disney Company (the) | 947K | US$91.1M | 0.61% |
| Abbvie Inc. | 360K | US$90.6M | 0.61% |
| Amkor Technology, Inc. | 1.03M | US$88.6M | 0.60% |
| Lumentum Holdings Inc. | 101K | US$86.5M | 0.58% |
| Intercontinental Exchange Inc. | 701K | US$86.3M | 0.58% |
| Ge Vernova Inc. | 73,153 | US$85.9M | 0.58% |
| Intel Corporation | 615K | US$85.8M | 0.58% |
| Keurig Dr Pepper Inc. | 2.57M | US$84.3M | 0.57% |
| Unitedhealth Group Incorporated | 201K | US$83.6M | 0.56% |
| Palantir Technologies Inc. | 702K | US$82M | 0.55% |
| United Parcel Service, Inc. | 759K | US$81.6M | 0.55% |
| Entergy Corporation | 697K | US$80.1M | 0.54% |
| Digitalocean Holdings, Inc. | 510K | US$80M | 0.54% |
| Tesla, Inc. | 184K | US$77.5M | 0.52% |
| Crowdstrike Holdings, Inc. | 102K | US$77.5M | 0.52% |
| Waste Connections, Inc. | 465K | US$77.5M | 0.52% |
| Netapp, Inc. | 499K | US$77.2M | 0.52% |
| S&p Global Inc. | 185K | US$75.2M | 0.51% |
| Freeport-mcmoran, Inc. | 1.16M | US$73.3M | 0.49% |
| Equinix, Inc. | 70,207 | US$73.2M | 0.49% |
| Powell Industries, Inc. | 253K | US$72.3M | 0.49% |
| Oracle Corporation | 493K | US$72.3M | 0.49% |
| Nisource Inc | 1.51M | US$71.7M | 0.48% |
| Shopify Inc. | 610K | US$69.6M | 0.47% |
| Target Corporation | 526K | US$68.7M | 0.46% |
| Pfizer, Inc. | 2.67M | US$64.3M | 0.43% |
| Apollo Global Management, Inc. (new) | 515K | US$60.9M | 0.41% |
| Caterpillar, Inc. | 56,805 | US$60.5M | 0.41% |
| Baker Hughes Company | 1.08M | US$59.7M | 0.40% |
| Boston Scientific Corporation | 1.35M | US$57.7M | 0.39% |
| Idexx Laboratories, Inc. | 109K | US$57.4M | 0.39% |
| American Tower Corporation (reit) | 340K | US$55.5M | 0.37% |
| T-mobile Us, Inc. | 330K | US$55.4M | 0.37% |
| Bloom Energy Corporation | 182K | US$55.1M | 0.37% |
| Akamai Technologies, Inc. | 452K | US$53.4M | 0.36% |
| Lennar Corporation | 579K | US$52.4M | 0.35% |
| Qnity Electronics, Inc. | 297K | US$48.5M | 0.33% |
| Api Group Corporation | 1.13M | US$47.9M | 0.32% |
| Morgan Stanley | 229K | US$47.9M | 0.32% |
| Jones Lang Lasalle Incorporated | 149K | US$46.3M | 0.31% |
| Datadog, Inc. | 172K | US$44.8M | 0.30% |
| Motorola Solutions, Inc. | 108K | US$44.7M | 0.30% |
| Quanta Services, Inc. | 60,736 | US$43.7M | 0.29% |
| Union Pacific Corporation | 149K | US$40.5M | 0.27% |
| Mirion Technologies, Inc. | 2.26M | US$40.4M | 0.27% |
| Hewlett Packard Enterprise Company | 885K | US$39.9M | 0.27% |
| Cognex Corporation | 548K | US$39.7M | 0.27% |
| Reddit, Inc. | 220K | US$38.1M | 0.26% |
| Church & Dwight Company, Inc. | 391K | US$37.9M | 0.25% |
| Dba Sempra | 396K | US$36.7M | 0.25% |
| Amphenol Corporation | 204K | US$36.1M | 0.24% |
| Symbotic Inc. | 728K | US$32.7M | 0.22% |
| Heico Corporation | 127K | US$32.7M | 0.22% |
| Xylem Inc. | 275K | US$32.5M | 0.22% |
| Comfort Systems Usa, Inc. | 15,189 | US$30.1M | 0.20% |
| Deere & Company | 45,420 | US$28.8M | 0.19% |
| Civeo Corporation (canada) | 741K | US$25.9M | 0.17% |
| Cameco Corporation | 247K | US$25.1M | 0.17% |
| Vistra Corp. | 155K | US$24.5M | 0.16% |
| Celestica Inc. | 64,993 | US$23.7M | 0.16% |
| Advanced Micro Devices Inc | 39,918 | US$23.2M | 0.16% |
| Telephone And Data Systems, Inc. | 617K | US$22.8M | 0.15% |
| Cheniere Energy, Inc. | 94,238 | US$22.5M | 0.15% |
| Littelfuse, Inc. | 48,803 | US$22.2M | 0.15% |