| Nvidia Corporation | 1.1M | US$220M | 9.6% |
| Alphabet Inc (google) Class C | 498K | US$178M | 7.7% |
| Amazon.com, Inc. | 457K | US$124M | 5.4% |
| Microsoft Corp. | 235K | US$109M | 4.7% |
| Broadcom Inc. | 218K | US$85M | 3.7% |
| Ge Aerospace | 170K | US$61.4M | 2.7% |
| Meta Platforms, Inc. | 110K | US$61M | 2.6% |
| Eli Lilly And Company | 51,996 | US$59.7M | 2.6% |
| Apple Inc | 187K | US$57.7M | 2.5% |
| Western Digital Corporation | 105K | US$57.4M | 2.5% |
| Jp Morgan Chase & Co. | 145K | US$51M | 2.2% |
| Visa Inc. | 103K | US$37.8M | 1.6% |
| Micron Technology, Inc. | 45,300 | US$37.3M | 1.6% |
| Unitedhealth Group Incorporated | 89,500 | US$37.1M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 541K | US$34.4M | 1.5% |
| Ge Vernova Inc. | 31,102 | US$30.8M | 1.3% |
| Amphenol Corporation | 189K | US$30.3M | 1.3% |
| Howmet Aerospace Inc. | 106K | US$29.8M | 1.3% |
| Costco Wholesale Corporation | 30,334 | US$28.9M | 1.3% |
| Arista Networks, Inc. | 157K | US$28.3M | 1.2% |
| Lam Research Corporation | 93,747 | US$27.5M | 1.2% |
| Crowdstrike Holdings, Inc. | 141K | US$26.9M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 25,939 | US$26.4M | 1.1% |
| Westinghouse Air Brake Technologies Corporation | 88,995 | US$25.9M | 1.1% |
| Parker-hannifin Corporation | 26,310 | US$25.7M | 1.1% |
| Old Dominion Freight Line, Inc. | 116K | US$24.7M | 1.1% |
| Boeing Company (the) | 109K | US$23.6M | 1.0% |
| Kla Corporation | 128K | US$23.5M | 1.0% |
| Gilead Sciences, Inc. | 174K | US$22.7M | 0.99% |
| Seagate Technology Holdings Plc | 25,900 | US$22.2M | 0.96% |
| Arthur J. Gallagher & Co. | 87,095 | US$21.7M | 0.94% |
| Welltower Inc. | 91,200 | US$21.4M | 0.93% |
| Trane Technologies Plc | 43,734 | US$19.9M | 0.86% |
| Mastercard Incorporated | 34,706 | US$19.9M | 0.86% |
| Compass, Inc. | 1.57M | US$17.9M | 0.78% |
| Intel Corporation | 194K | US$17.5M | 0.76% |
| Kkr & Co. Inc. | 169K | US$17.2M | 0.75% |
| Eaton Corporation, Plc | 39,550 | US$16.4M | 0.71% |
| Datadog, Inc. | 60,000 | US$16.1M | 0.70% |
| Thermo Fisher Scientific Inc | 27,452 | US$15.8M | 0.68% |
| W.w. Grainger, Inc. | 10,900 | US$15.1M | 0.65% |
| Netflix, Inc. | 203K | US$14.5M | 0.63% |
| Paccar Inc. | 109K | US$14.5M | 0.63% |
| Sterling Infrastructure, Inc. | 23,400 | US$14M | 0.61% |
| Palantir Technologies Inc. | 111K | US$13.7M | 0.59% |
| Heico Corporation | 52,058 | US$13.4M | 0.58% |
| Corteva, Inc. | 165K | US$13M | 0.56% |
| Ares Management Corporation | 100K | US$12.8M | 0.56% |
| Cintas Corporation | 61,152 | US$12.5M | 0.54% |
| Danaher Corporation | 61,845 | US$12.1M | 0.52% |
| Carpenter Technology Corporation | 22,300 | US$11.6M | 0.50% |
| Nucor Corporation | 44,900 | US$11.6M | 0.50% |
| Bank Of America Corporation | 182K | US$11.3M | 0.49% |
| Viking Holdings Ltd | 107K | US$11.2M | 0.49% |
| Twilio Inc. | 55,400 | US$10.9M | 0.47% |
| Viatris Inc. | 612K | US$10.7M | 0.47% |
| Mueller Industries, Inc. | 159K | US$10.6M | 0.46% |
| Vertiv Holdings, Llc | 42,978 | US$10.4M | 0.45% |
| Ies Holdings, Inc. | 13,300 | US$9.9M | 0.43% |
| Flex Ltd. | 86,100 | US$9.79M | 0.43% |
| Simpson Manufacturing Company, Inc. | 50,300 | US$9.44M | 0.41% |
| Schneider National, Inc. | 250K | US$8.94M | 0.39% |
| Comfort Systems Usa, Inc. | 5,162 | US$8.93M | 0.39% |
| Evercore Inc. | 27,660 | US$8.87M | 0.38% |
| Pultegroup, Inc. | 68,083 | US$8.61M | 0.37% |
| Emcor Group, Inc. | 10,729 | US$8.56M | 0.37% |
| Ciena Corporation | 22,500 | US$8.48M | 0.37% |
| Csx Corporation | 164K | US$8.25M | 0.36% |
| Reliance, Inc. | 20,200 | US$8.2M | 0.36% |
| Hilton Worldwide Holdings Inc. | 24,001 | US$7.69M | 0.33% |
| Construction Partners, Inc. | 74,000 | US$7.65M | 0.33% |
| Landstar System, Inc. | 43,400 | US$7.59M | 0.33% |
| Tenet Healthcare Corporation | 28,500 | US$7.26M | 0.32% |
| Xpo, Inc. | 34,800 | US$6.99M | 0.30% |
| Progressive Corporation (the) | 32,610 | US$6.89M | 0.30% |
| Monster Beverage Corporation | 70,181 | US$6.76M | 0.29% |
| Conocophillips | 55,400 | US$6.67M | 0.29% |
| O'reilly Automotive, Inc. | 71,700 | US$6.41M | 0.28% |
| Transmedics Group, Inc. | 81,000 | US$6.2M | 0.27% |
| Coherent Corp. | 21,800 | US$5.73M | 0.25% |
| Cummins Inc. | 9,000 | US$5.71M | 0.25% |
| Dollar Tree, Inc. | 42,900 | US$5.46M | 0.24% |
| West Pharmaceutical Services, Inc. | 15,400 | US$5.25M | 0.23% |
| Ati Inc. | 28,000 | US$5.25M | 0.23% |
| Corning Incorporated | 35,900 | US$4.96M | 0.22% |
| Toll Brothers, Inc. | 33,200 | US$4.84M | 0.21% |
| Moody's Corporation | 10,100 | US$4.83M | 0.21% |
| Globalfoundries Inc. | 96,590 | US$4.83M | 0.21% |
| Lumentum Holdings Inc. | 6,000 | US$4.28M | 0.19% |
| Advanced Micro Devices Inc | 8,400 | US$4M | 0.17% |
| Nxp Semiconductors N.v. | 17,200 | US$3.94M | 0.17% |
| Vistra Corp. | 25,063 | US$3.71M | 0.16% |
| Okta, Inc. | 26,100 | US$3.7M | 0.16% |
| Baker Hughes Company | 56,800 | US$3.44M | 0.15% |
| Watsco, Inc. | 10,700 | US$3.31M | 0.14% |
| Alnylam Pharmaceuticals, Inc. | 15,173 | US$3.12M | 0.14% |
| Snowflake Inc. | 9,200 | US$2.7M | 0.12% |
| Diamondback Energy, Inc. | 13,000 | US$2.64M | 0.11% |
| Technipfmc Plc | 34,400 | US$2.47M | 0.11% |
| Nvent Electric Plc | 15,200 | US$2.34M | 0.10% |