| Nvidia Corporation | 9.79M | US$1.96B | 8.2% |
| Alphabet Inc (google) Class C | 4.77M | US$1.7B | 7.1% |
| Apple Inc | 4.95M | US$1.43B | 6.0% |
| Amazon.com, Inc. | 3.94M | US$939M | 3.9% |
| Microsoft Corp. | 2.32M | US$866M | 3.6% |
| Broadcom Inc. | 1.64M | US$620M | 2.6% |
| Micron Technology, Inc. | 468K | US$540M | 2.3% |
| Tesla, Inc. | 941K | US$396M | 1.7% |
| Mastercard Incorporated | 747K | US$384M | 1.6% |
| Meta Platforms, Inc. | 660K | US$372M | 1.6% |
| Advanced Micro Devices Inc | 560K | US$325M | 1.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4.07M | US$306M | 1.3% |
| Exxon Mobil Corporation | 2M | US$274M | 1.1% |
| Bank Of America Corporation | 4.52M | US$258M | 1.1% |
| Lam Research Corporation | 520K | US$226M | 0.95% |
| Ge Aerospace | 593K | US$222M | 0.93% |
| Eli Lilly And Company | 184K | US$221M | 0.93% |
| Intel Corporation | 1.55M | US$216M | 0.91% |
| Wells Fargo & Company | 2.6M | US$215M | 0.90% |
| Datadog, Inc. | 768K | US$200M | 0.84% |
| Arista Networks, Inc. | 1.1M | US$187M | 0.79% |
| Caterpillar, Inc. | 173K | US$184M | 0.77% |
| Ge Vernova Inc. | 148K | US$174M | 0.73% |
| Charles Schwab Corporation (the) | 1.76M | US$163M | 0.68% |
| Danaher Corporation | 818K | US$156M | 0.65% |
| Trane Technologies Plc | 307K | US$151M | 0.63% |
| Cisco Systems, Inc. | 1.24M | US$146M | 0.61% |
| Coca-cola Company (the) | 1.78M | US$145M | 0.61% |
| Parker-hannifin Corporation | 148K | US$144M | 0.61% |
| Johnson & Johnson | 550K | US$140M | 0.59% |
| Applied Materials, Inc. | 192K | US$139M | 0.58% |
| Seagate Technology Holdings Plc | 143K | US$138M | 0.58% |
| Thermo Fisher Scientific Inc | 269K | US$135M | 0.57% |
| Kla Corporation | 425K | US$128M | 0.54% |
| Lowe's Companies, Inc. | 548K | US$121M | 0.51% |
| Procter & Gamble Company (the) | 797K | US$117M | 0.49% |
| Walmart Inc. | 995K | US$113M | 0.47% |
| Chubb Limited | 327K | US$112M | 0.47% |
| Howmet Aerospace Inc. | 410K | US$110M | 0.46% |
| Berkshire Hathaway Inc. | 216K | US$108M | 0.45% |
| Unitedhealth Group Incorporated | 260K | US$108M | 0.45% |
| Costco Wholesale Corporation | 115K | US$108M | 0.45% |
| Amphenol Corporation | 612K | US$108M | 0.45% |
| Abbvie Inc. | 420K | US$106M | 0.44% |
| Kkr & Co. Inc. | 1.15M | US$105M | 0.44% |
| Cummins Inc. | 145K | US$104M | 0.43% |
| Palo Alto Networks, Inc. | 303K | US$103M | 0.43% |
| Citigroup, Inc. | 737K | US$103M | 0.43% |
| Netflix, Inc. | 1.39M | US$99.2M | 0.42% |
| Boeing Company (the) | 447K | US$96.7M | 0.41% |
| Linde Plc | 182K | US$94.4M | 0.40% |
| Marvell Technology, Inc. | 313K | US$93.2M | 0.39% |
| Jp Morgan Chase & Co. | 278K | US$91.1M | 0.38% |
| Corning Incorporated | 347K | US$88.7M | 0.37% |
| Cadence Design Systems, Inc. | 223K | US$83.9M | 0.35% |
| Ametek, Inc. | 323K | US$78.2M | 0.33% |
| Walt Disney Company (the) | 784K | US$75.5M | 0.32% |
| Imperial Oil Limited | 660K | US$74.1M | 0.31% |
| Ventas, Inc. | 830K | US$73.7M | 0.31% |
| Crowdstrike Holdings, Inc. | 95,900 | US$73.2M | 0.31% |
| Synopsys, Inc. | 160K | US$71.3M | 0.30% |
| Philip Morris International Inc | 394K | US$71.3M | 0.30% |
| Nextera Energy, Inc. | 811K | US$71.2M | 0.30% |
| Arthur J. Gallagher & Co. | 309K | US$71M | 0.30% |
| Home Depot, Inc. (the) | 200K | US$70.7M | 0.30% |
| Eaton Corporation, Plc | 165K | US$70.3M | 0.29% |
| State Street Corporation | 413K | US$70.1M | 0.29% |
| Capital One Financial Corporation | 344K | US$69.1M | 0.29% |
| Keurig Dr Pepper Inc. | 2.1M | US$68.7M | 0.29% |
| Quanta Services, Inc. | 94,000 | US$67.7M | 0.28% |
| Blackrock, Inc. | 70,300 | US$67.6M | 0.28% |
| Macom Technology Solutions Holdings, Inc. | 177K | US$67.3M | 0.28% |
| Merck & Company, Inc. | 520K | US$66.8M | 0.28% |
| Kenvue Inc. | 3.37M | US$64.4M | 0.27% |
| Conocophillips | 611K | US$63.6M | 0.27% |
| Chevron Corporation | 373K | US$61.8M | 0.26% |
| Lockheed Martin Corporation | 121K | US$61.7M | 0.26% |
| Paccar Inc. | 499K | US$60M | 0.25% |
| Valero Energy Corporation | 226K | US$58.9M | 0.25% |
| Equinix, Inc. | 54,950 | US$57.3M | 0.24% |
| Brown & Brown, Inc. | 864K | US$55.4M | 0.23% |
| Transdigm Group Inc. | 40,900 | US$54.5M | 0.23% |
| Ross Stores, Inc. | 253K | US$53.8M | 0.23% |
| U.s. Bancorp | 885K | US$53.4M | 0.22% |
| Booking Holdings Inc. Common Stock | 296K | US$52.7M | 0.22% |
| Gilead Sciences, Inc. | 415K | US$52.4M | 0.22% |
| Reinsurance Group Of America, Incorporated | 240K | US$51M | 0.21% |
| Western Digital Corporation | 79,200 | US$50.6M | 0.21% |
| Sitime Corporation | 67,205 | US$50.1M | 0.21% |
| Mondelez International, Inc. | 827K | US$47.8M | 0.20% |
| Apollo Global Management, Inc. (new) | 402K | US$47.6M | 0.20% |
| Uber Technologies, Inc. | 643K | US$46.4M | 0.19% |
| Westinghouse Air Brake Technologies Corporation | 170K | US$45.9M | 0.19% |
| Moody's Corporation | 99,000 | US$44.8M | 0.19% |
| Marriott International | 120K | US$44.6M | 0.19% |
| Delta Electronics, Inc. | 695K | US$43.7M | 0.18% |
| Old Dominion Freight Line, Inc. | 197K | US$42.7M | 0.18% |
| Intercontinental Exchange Inc. | 346K | US$42.6M | 0.18% |
| West Pharmaceutical Services, Inc. | 118K | US$42.4M | 0.18% |
| Transunion | 587K | US$42.3M | 0.18% |