| Nvidia Corporation | 318K | US$63.6M | 7.3% |
| Apple Inc | 193K | US$55.8M | 6.4% |
| Alphabet Inc (google) Class C | 147K | US$52.7M | 6.1% |
| Micron Technology, Inc. | 40,899 | US$47.2M | 5.5% |
| Microsoft Corp. | 97,586 | US$36.4M | 4.2% |
| Advanced Micro Devices Inc | 59,136 | US$34.4M | 4.0% |
| Amazon.com, Inc. | 141K | US$33.7M | 3.9% |
| Tesla, Inc. | 65,624 | US$27.6M | 3.2% |
| Intel Corporation | 182K | US$25.5M | 2.9% |
| Broadcom Inc. | 62,285 | US$23.5M | 2.7% |
| Meta Platforms, Inc. | 38,902 | US$21.9M | 2.5% |
| Applied Materials, Inc. | 28,794 | US$20.8M | 2.4% |
| Walmart Inc. | 177K | US$20M | 2.3% |
| Lam Research Corporation | 45,354 | US$19.7M | 2.3% |
| Cisco Systems, Inc. | 143K | US$16.8M | 1.9% |
| Costco Wholesale Corporation | 16,090 | US$15.1M | 1.7% |
| Kla Corporation | 47,374 | US$14.3M | 1.7% |
| Sandisk Corporation | 5,371 | US$12.2M | 1.4% |
| Netflix, Inc. | 153K | US$10.9M | 1.3% |
| Palo Alto Networks, Inc. | 29,594 | US$10.1M | 1.2% |
| Texas Instruments Incorporated | 33,006 | US$9.84M | 1.1% |
| Palantir Technologies Inc. | 83,271 | US$9.72M | 1.1% |
| Marvell Technology, Inc. | 31,726 | US$9.45M | 1.1% |
| Linde Plc | 16,768 | US$8.7M | 1.0% |
| Western Digital Corporation | 12,500 | US$7.98M | 0.92% |
| Seagate Technology Holdings Plc | 8,132 | US$7.85M | 0.91% |
| Amgen Inc. | 19,573 | US$7.09M | 0.82% |
| Qualcomm Incorporated | 38,225 | US$7.06M | 0.82% |
| Crowdstrike Holdings, Inc. | 9,233 | US$7.05M | 0.81% |
| Analog Devices, Inc. | 17,665 | US$7.02M | 0.81% |
| Pepsico, Inc. | 49,568 | US$6.71M | 0.78% |
| Asml Holding Nv | 3,997 | US$6.61M | 0.76% |
| T-mobile Us, Inc. | 39,248 | US$6.58M | 0.76% |
| Applovin Corporation | 11,088 | US$5.71M | 0.66% |
| Gilead Sciences, Inc. | 45,028 | US$5.69M | 0.66% |
| Intuitive Surgical, Inc. | 12,844 | US$5.11M | 0.59% |
| Shopify Inc. | 44,230 | US$5.05M | 0.58% |
| Booking Holdings Inc. Common Stock | 28,102 | US$5.01M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 9,205 | US$4.57M | 0.53% |
| Starbucks Corporation | 41,333 | US$4.22M | 0.49% |
| Fortinet, Inc. | 26,571 | US$4.08M | 0.47% |
| Cadence Design Systems, Inc. | 10,003 | US$3.75M | 0.43% |
| Marriott International | 9,563 | US$3.54M | 0.41% |
| Monster Beverage Corporation | 35,469 | US$3.41M | 0.39% |
| Constellation Energy Corporation | 13,099 | US$3.25M | 0.38% |
| Automatic Data Processing, Inc. | 14,497 | US$3.25M | 0.37% |
| Csx Corporation | 67,388 | US$3.2M | 0.37% |
| Comcast Corporation | 129K | US$3.17M | 0.37% |
| Datadog, Inc. | 11,998 | US$3.12M | 0.36% |
| Mercadolibre, Inc. | 1,839 | US$3.12M | 0.36% |
| Synopsys, Inc. | 6,944 | US$3.1M | 0.36% |
| Adobe Inc. | 14,659 | US$3.01M | 0.35% |
| Astera Labs, Inc. | 6,216 | US$3M | 0.35% |
| O'reilly Automotive, Inc. | 30,055 | US$2.77M | 0.32% |
| Doordash, Inc. | 14,918 | US$2.75M | 0.32% |
| Teradyne, Inc. | 5,677 | US$2.75M | 0.32% |
| American Electric Power Company, Inc. | 19,733 | US$2.7M | 0.31% |
| Mondelez International, Inc. | 46,554 | US$2.69M | 0.31% |
| Intuit Inc. | 9,920 | US$2.59M | 0.30% |
| Nxp Semiconductors N.v. | 9,156 | US$2.57M | 0.30% |
| Ross Stores, Inc. | 11,683 | US$2.49M | 0.29% |
| Cintas Corporation | 14,510 | US$2.47M | 0.29% |
| Monolithic Power Systems, Inc. | 1,782 | US$2.46M | 0.28% |
| Warner Bros. Discovery, Inc. - Series A | 90,925 | US$2.42M | 0.28% |
| Lumentum Holdings Inc. | 2,822 | US$2.42M | 0.28% |
| Regeneron Pharmaceuticals, Inc. | 3,736 | US$2.33M | 0.27% |
| Paccar Inc. | 19,087 | US$2.29M | 0.26% |
| Nebius Group N.v. | 7,993 | US$2.21M | 0.25% |
| Airbnb, Inc. | 15,157 | US$2.17M | 0.25% |
| Rocket Lab Corporation | 20,989 | US$2.13M | 0.25% |
| Fastenal Company | 41,635 | US$2M | 0.23% |
| Baker Hughes Company | 35,979 | US$2M | 0.23% |
| Electronic Arts Inc. | 9,094 | US$1.86M | 0.22% |
| Xcel Energy Inc. | 22,640 | US$1.82M | 0.21% |
| Diamondback Energy, Inc. | 10,202 | US$1.79M | 0.21% |
| Microchip Technology Incorporated | 19,659 | US$1.79M | 0.21% |
| Ferrovial N.v. | 26,092 | US$1.79M | 0.21% |
| Exelon Corporation | 37,108 | US$1.73M | 0.20% |
| Take-two Interactive Software, Inc. | 6,733 | US$1.68M | 0.19% |
| Axon Enterprise, Inc. | 2,923 | US$1.64M | 0.19% |
| Old Dominion Freight Line, Inc. | 7,542 | US$1.63M | 0.19% |
| Coca-cola Europacific Partners Plc | 16,171 | US$1.62M | 0.19% |
| Coreweave, Inc. | 16,232 | US$1.62M | 0.19% |
| Keurig Dr Pepper Inc. | 49,343 | US$1.61M | 0.19% |
| Idexx Laboratories, Inc. | 2,861 | US$1.51M | 0.17% |
| Autodesk, Inc. | 7,652 | US$1.49M | 0.17% |
| Alnylam Pharmaceuticals, Inc. | 4,842 | US$1.46M | 0.17% |
| Paypal Holdings, Inc. | 31,991 | US$1.38M | 0.16% |
| Paychex, Inc. | 12,994 | US$1.28M | 0.15% |
| Roper Technologies, Inc. | 3,660 | US$1.24M | 0.14% |
| Thomson Reuters Corporation | 13,820 | US$1.13M | 0.13% |
| Ge Healthcare Technologies Inc. | 16,497 | US$1.06M | 0.12% |
| Strategy Inc | 11,997 | US$1.04M | 0.12% |
| The Kraft Heinz Company | 43,004 | US$1.02M | 0.12% |
| Copart, Inc. | 33,576 | US$947K | 0.11% |
| Dexcom, Inc. | 13,994 | US$942K | 0.11% |
| Workday, Inc. | 7,290 | US$892K | 0.10% |
| Insmed Incorporated | 0 | US$0 | 0.00% |
| Zscaler Inc | 0 | US$0 | 0.00% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |