| Broadcom Inc. | 195K | US$87.3M | 3.0% |
| Advanced Micro Devices Inc | 150K | US$77.5M | 2.7% |
| Samsung Electronics Co., Ltd. | 285K | US$59.9M | 2.1% |
| Nvidia Corporation | 270K | US$57M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 751K | US$56.4M | 2.0% |
| Caterpillar, Inc. | 58,613 | US$51.3M | 1.8% |
| Lam Research Corporation | 151K | US$48.1M | 1.7% |
| Amazon.com, Inc. | 156K | US$42.3M | 1.5% |
| Asml Holding Nv | 29,482 | US$39.5M | 1.4% |
| Micron Technology, Inc. | 40,424 | US$39.3M | 1.4% |
| Alphabet Inc (google) Class C | 94,670 | US$36M | 1.2% |
| Lattice Semiconductor Corporation | 234K | US$34.4M | 1.2% |
| Tesla, Inc. | 75,970 | US$33.1M | 1.1% |
| Applied Materials, Inc. | 70,823 | US$31.9M | 1.1% |
| Ibiden Co., Ltd. | 220K | US$31.8M | 1.1% |
| International Business Machines Corporation | 107K | US$31.8M | 1.1% |
| Ciena Corporation | 54,722 | US$31.8M | 1.1% |
| Seagate Technology Holdings Plc | 34,628 | US$30.5M | 1.1% |
| Kioxia Holdings Corporation | 72,700 | US$30.1M | 1.0% |
| Meta Platforms, Inc. | 47,381 | US$30M | 1.0% |
| Yaskawa Electric Corporation | 659K | US$29.8M | 1.0% |
| Qnity Electronics, Inc. | 188K | US$29.4M | 1.0% |
| Eli Lilly And Company | 26,391 | US$29.2M | 1.0% |
| Cognex Corporation | 441K | US$29.1M | 1.0% |
| Prysmian S.p.a. | 168K | US$29M | 1.0% |
| Mediatek Inc | 209K | US$28.8M | 1.00% |
| Infineon Technologies Ag | 298K | US$28.2M | 0.98% |
| Advantest Corp. | 171K | US$28.1M | 0.97% |
| Nxp Semiconductors N.v. | 87,523 | US$28.1M | 0.97% |
| Corning Incorporated | 155K | US$28M | 0.97% |
| Carpenter Technology Corporation | 59,583 | US$27.9M | 0.97% |
| Sk Hynix Inc. | 18,021 | US$27.9M | 0.97% |
| Echostar Corporation | 216K | US$27.9M | 0.97% |
| Analog Devices, Inc. | 66,951 | US$27.7M | 0.96% |
| Intel Corporation | 239K | US$27.4M | 0.95% |
| Daifuku Co., Ltd. | 594K | US$27.3M | 0.95% |
| Cameco Corporation | 240K | US$27M | 0.94% |
| Kla Corporation | 14,059 | US$27M | 0.94% |
| Rockwell Automation, Inc. | 59,386 | US$26.8M | 0.93% |
| Unitedhealth Group Incorporated | 70,349 | US$26.8M | 0.93% |
| Ati Inc. | 152K | US$26.6M | 0.92% |
| Freeport-mcmoran, Inc. | 403K | US$26.5M | 0.92% |
| Quanta Services, Inc. | 36,599 | US$26M | 0.90% |
| Akamai Technologies, Inc. | 172K | US$25.8M | 0.89% |
| Sandisk Corporation | 15,167 | US$25.7M | 0.89% |
| Lumentum Holdings Inc. | 30,006 | US$25.7M | 0.89% |
| L3harris Technologies, Inc. | 81,288 | US$25.6M | 0.89% |
| Solstice Advanced Materials Inc. | 303K | US$25.6M | 0.89% |
| Crowdstrike Holdings, Inc. | 34,109 | US$24.9M | 0.86% |
| Xpo, Inc. | 116K | US$24.8M | 0.86% |
| Baker Hughes Company | 383K | US$24.4M | 0.85% |
| Oracle Corporation | 108K | US$24.4M | 0.84% |
| Nokia Oyj | 1.63M | US$23.8M | 0.82% |
| Sandvik Ab | 567K | US$23.1M | 0.80% |
| Astrazeneca Plc | 123K | US$22.9M | 0.79% |
| Palo Alto Networks, Inc. | 81,072 | US$22.8M | 0.79% |
| Contemporary Amperex Technology Co., Limited Class A | 367K | US$22.8M | 0.79% |
| Littelfuse, Inc. | 48,492 | US$22.6M | 0.78% |
| Stmicroelectronics Nv | 326K | US$22.5M | 0.78% |
| Dexcom, Inc. | 296K | US$21.9M | 0.76% |
| Gilead Sciences, Inc. | 163K | US$21.9M | 0.76% |
| Walmart Inc. | 187K | US$21.7M | 0.75% |
| Tower Semiconductor Ltd. | 84,623 | US$21.6M | 0.75% |
| Cheniere Energy, Inc. | 93,130 | US$20.9M | 0.73% |
| Sungrow Power Supply Co., Ltd. Class A | 775K | US$20.4M | 0.71% |
| Semtech Corporation | 133K | US$20.3M | 0.70% |
| Qualcomm Incorporated | 80,033 | US$20.1M | 0.70% |
| Deere & Company | 37,028 | US$20.1M | 0.70% |
| Snowflake Inc. | 78,199 | US$20M | 0.69% |
| Bloom Energy Corporation | 69,535 | US$19.8M | 0.69% |
| Advanced Micro-fabrication Equipment Inc. China Class A | 449K | US$19.7M | 0.68% |
| Equinix, Inc. | 18,411 | US$19.7M | 0.68% |
| Mitsubishi Electric Corp. | 464K | US$19.1M | 0.66% |
| Teledyne Technologies Incorporated | 30,800 | US$19.1M | 0.66% |
| Rolls-royce Holdings Plc | 1.05M | US$18.9M | 0.66% |
| Nextpower Inc. | 118K | US$18.5M | 0.64% |
| Siemens Energy Ag | 95,049 | US$18.1M | 0.63% |
| Vicor Corporation | 51,310 | US$17.2M | 0.60% |
| Shopify Inc. | 144K | US$17.1M | 0.59% |
| Okta, Inc. | 136K | US$16.8M | 0.58% |
| Ge Vernova Inc. | 17,184 | US$16.6M | 0.58% |
| Edwards Lifesciences Corporation | 188K | US$16.2M | 0.56% |
| Murata Manufacturing Co., Ltd. | 267K | US$16.1M | 0.56% |
| Monolithic Power Systems, Inc. | 10,255 | US$16.1M | 0.56% |
| Western Digital Corporation | 29,196 | US$15.5M | 0.54% |
| Cdw Corporation | 124K | US$15.5M | 0.54% |
| Hyundai Motor Company | 32,208 | US$15.5M | 0.54% |
| Karman Holdings Inc. | 252K | US$14.5M | 0.50% |
| Intuitive Surgical, Inc. | 34,055 | US$14.5M | 0.50% |
| Saia, Inc. | 30,334 | US$14.3M | 0.50% |
| Lonza Group Ag | 22,132 | US$14.2M | 0.49% |
| Panasonic Holdings Corporation | 610K | US$14.2M | 0.49% |
| Teradyne, Inc. | 37,267 | US$13.9M | 0.48% |
| Aspeed Technology, Inc. | 23,000 | US$13.9M | 0.48% |
| Ares Management Corporation | 107K | US$13.8M | 0.48% |
| Kongsberg Gruppen Asa | 381K | US$13.7M | 0.48% |
| Honeywell International Inc. | 57,443 | US$13.7M | 0.47% |
| Mitsubishi Heavy Industries, Ltd. | 568K | US$13.6M | 0.47% |
| Enphase Energy, Inc. | 198K | US$13.6M | 0.47% |
| Curtiss-wright Corporation | 17,973 | US$13.4M | 0.47% |