| Nvidia Corporation | 3.55M | US$710M | 14.1% |
| Alphabet Inc (google) Class C | 1.5M | US$537M | 10.7% |
| Broadcom Inc. | 549K | US$207M | 4.1% |
| Micron Technology, Inc. | 175K | US$202M | 4.0% |
| Tesla, Inc. | 414K | US$174M | 3.5% |
| Eli Lilly And Company | 142K | US$171M | 3.4% |
| Meta Platforms, Inc. | 251K | US$141M | 2.8% |
| Howmet Aerospace Inc. | 510K | US$137M | 2.7% |
| Sterling Infrastructure, Inc. | 161K | US$135M | 2.7% |
| Sandisk Corporation | 46,000 | US$105M | 2.1% |
| Marvell Technology, Inc. | 324K | US$96.7M | 1.9% |
| Ati Inc. | 439K | US$86.5M | 1.7% |
| Rbc Bearings Incorporated | 126K | US$81.3M | 1.6% |
| Corning Incorporated | 291K | US$74.4M | 1.5% |
| Amphenol Corporation | 378K | US$66.7M | 1.3% |
| Construction Partners, Inc. | 547K | US$65M | 1.3% |
| Advanced Micro Devices Inc | 102K | US$59.4M | 1.2% |
| Westinghouse Air Brake Technologies Corporation | 215K | US$58M | 1.2% |
| Mastec, Inc. | 134K | US$55.6M | 1.1% |
| Welltower Inc. | 240K | US$54.5M | 1.1% |
| Comfort Systems Usa, Inc. | 27,100 | US$53.7M | 1.1% |
| Coherent Corp. | 134K | US$53M | 1.1% |
| Arista Networks, Inc. | 309K | US$52.5M | 1.0% |
| Palo Alto Networks, Inc. | 153K | US$52.1M | 1.0% |
| Sharkninja, Inc. | 338K | US$51.5M | 1.0% |
| Flex Ltd. | 312K | US$50.6M | 1.0% |
| Intel Corporation | 353K | US$49.4M | 0.98% |
| Ge Vernova Inc. | 41,346 | US$48.6M | 0.97% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 646K | US$48.5M | 0.97% |
| Granite Construction Incorporated | 293K | US$46.3M | 0.92% |
| Robinhood Markets, Inc. | 456K | US$45.7M | 0.91% |
| Cadence Design Systems, Inc. | 121K | US$45.6M | 0.91% |
| Palantir Technologies Inc. | 372K | US$43.4M | 0.86% |
| Booking Holdings Inc. Common Stock | 240K | US$42.8M | 0.85% |
| Transdigm Group Inc. | 31,114 | US$41.4M | 0.83% |
| Amazon.com, Inc. | 172K | US$40.9M | 0.81% |
| Axon Enterprise, Inc. | 67,494 | US$37.8M | 0.75% |
| Boeing Company (the) | 166K | US$35.9M | 0.72% |
| Ross Stores, Inc. | 168K | US$35.8M | 0.71% |
| Vulcan Materials Company (holding Company) | 120K | US$35.5M | 0.71% |
| W.w. Grainger, Inc. | 23,897 | US$32.5M | 0.65% |
| Emcor Group, Inc. | 39,152 | US$32.5M | 0.65% |
| Aritzia, Inc. | 266K | US$29.3M | 0.58% |
| Western Digital Corporation | 45,353 | US$29M | 0.58% |
| Mercury Systems Inc | 237K | US$29M | 0.58% |
| Delta Air Lines, Inc. | 304K | US$28.5M | 0.57% |
| Darden Restaurants, Inc. | 138K | US$28.3M | 0.56% |
| Apple Inc | 97,055 | US$28.1M | 0.56% |
| Macom Technology Solutions Holdings, Inc. | 67,210 | US$25.6M | 0.51% |
| Garmin Ltd. | 105K | US$25M | 0.50% |
| Performance Food Group Company | 221K | US$24.7M | 0.49% |
| Texas Roadhouse, Inc. | 119K | US$23M | 0.46% |
| Nextpower Inc. | 191K | US$22.7M | 0.45% |
| Monolithic Power Systems, Inc. | 16,417 | US$22.7M | 0.45% |
| Suncrete, Inc. | 1.01M | US$22.7M | 0.45% |
| Cloudflare, Inc. | 88,647 | US$21.7M | 0.43% |
| Cboe Global Markets, Inc. | 89,588 | US$21.7M | 0.43% |
| Xometry, Inc. | 211K | US$20.3M | 0.40% |
| Esco Technologies Inc. | 57,214 | US$20M | 0.40% |
| Lam Research Corporation | 37,700 | US$16.3M | 0.33% |
| Brinker International, Inc. | 94,023 | US$15.8M | 0.31% |
| Talen Energy Corporation | 36,686 | US$14.1M | 0.28% |
| Astera Labs, Inc. | 29,100 | US$14.1M | 0.28% |
| Ftai Aviation Ltd. | 51,817 | US$14M | 0.28% |
| Trane Technologies Plc | 27,997 | US$13.8M | 0.27% |
| Dutch Bros Inc. | 189K | US$13.6M | 0.27% |
| Nlight, Inc. | 184K | US$12.8M | 0.26% |
| Bloom Energy Corporation | 38,424 | US$11.6M | 0.23% |
| Wingstop Inc. | 64,200 | US$11.1M | 0.22% |
| Seagate Technology Holdings Plc | 11,410 | US$11M | 0.22% |
| Federal Signal Corporation | 76,449 | US$9.82M | 0.20% |
| Leonardo Drs, Inc. | 214K | US$9.11M | 0.18% |
| Lumentum Holdings Inc. | 10,325 | US$8.86M | 0.18% |
| Oracle Corporation | 60,055 | US$8.8M | 0.18% |
| Somnigroup International Inc. | 103K | US$8.07M | 0.16% |
| Remitly Global, Inc. | 341K | US$7.64M | 0.15% |
| Hermes International Sca | 3,767 | US$6.89M | 0.14% |
| Transmedics Group, Inc. | 102K | US$6.79M | 0.14% |
| Brunello Cucinelli S.p.a. | 70,275 | US$6.63M | 0.13% |
| Droneshield Limited | 3.79M | US$6.37M | 0.13% |
| Iron Mountain Incorporated (delaware) | 35,767 | US$4.52M | 0.09% |
| Ceco Environmental Corp. | 45,031 | US$4.09M | 0.08% |
| Alnylam Pharmaceuticals, Inc. | 11,613 | US$3.5M | 0.07% |
| Carpenter Technology Corporation | 5,524 | US$3.41M | 0.07% |
| Xpo, Inc. | 15,367 | US$3.15M | 0.06% |
| Medline Inc. | 74,800 | US$2.95M | 0.06% |
| Heico Corporation | 10,775 | US$2.78M | 0.06% |
| Netflix, Inc. | 24,424 | US$1.74M | 0.03% |
| Wayfair Inc. | 13,724 | US$1.27M | 0.03% |
| Cava Group, Inc. | 0 | US$0 | 0.00% |
| Api Group Corporation | 0 | US$0 | 0.00% |
| Boot Barn Holdings, Inc. | 0 | US$0 | 0.00% |
| Black Rock Coffee Bar, Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Carvana Co. | 0 | US$0 | 0.00% |
| Legence Corp. | 0 | US$0 | 0.00% |
| Amer Sports, Inc. | 0 | US$0 | 0.00% |
| Royal Caribbean Cruises Ltd. | 0 | US$0 | 0.00% |
| Tapestry, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |