| Apple Inc | 568K | US$164M | 7.0% |
| Nvidia Corporation | 636K | US$127M | 5.4% |
| Alphabet Inc (google) Class C | 258K | US$92.4M | 3.9% |
| Ge Vernova Inc. | 59,999 | US$70.5M | 3.0% |
| Nebius Group N.v. | 229K | US$63.1M | 2.7% |
| Asml Holding Nv | 37,123 | US$61.4M | 2.6% |
| Jp Morgan Chase & Co. | 183K | US$60M | 2.6% |
| Amazon.com, Inc. | 231K | US$55.1M | 2.3% |
| Bank Of America Corporation | 933K | US$53.2M | 2.3% |
| Costco Wholesale Corporation | 56,665 | US$53M | 2.3% |
| Broadcom Inc. | 136K | US$51.4M | 2.2% |
| Dell Technologies Inc. | 109K | US$46.9M | 2.0% |
| Microsoft Corp. | 118K | US$43.9M | 1.9% |
| Oracle Corporation | 247K | US$36.2M | 1.5% |
| Cisco Systems, Inc. | 276K | US$32.4M | 1.4% |
| Amgen Inc. | 87,148 | US$31.6M | 1.3% |
| Linde Plc | 58,339 | US$30.3M | 1.3% |
| Tesla, Inc. | 65,360 | US$27.5M | 1.2% |
| Meta Platforms, Inc. | 48,759 | US$27.5M | 1.2% |
| Gilead Sciences, Inc. | 210K | US$26.5M | 1.1% |
| Johnson & Johnson | 102K | US$25.9M | 1.1% |
| Caterpillar, Inc. | 23,914 | US$25.5M | 1.1% |
| Fortinet, Inc. | 165K | US$25.3M | 1.1% |
| Abbvie Inc. | 96,804 | US$24.4M | 1.0% |
| Coca-cola Europacific Partners Plc | 240K | US$24M | 1.0% |
| Eli Lilly And Company | 19,654 | US$23.6M | 1.0% |
| Exxon Mobil Corporation | 168K | US$23M | 0.98% |
| Comfort Systems Usa, Inc. | 11,564 | US$22.9M | 0.97% |
| Union Pacific Corporation | 73,592 | US$20M | 0.85% |
| Altria Group, Inc. | 271K | US$19.5M | 0.83% |
| Celestica Inc. | 53,109 | US$19.4M | 0.82% |
| Colgate-palmolive Company | 195K | US$17.9M | 0.76% |
| Novartis Ag | 110K | US$17.3M | 0.73% |
| Walmart Inc. | 151K | US$17.1M | 0.73% |
| Sterling Infrastructure, Inc. | 19,694 | US$16.5M | 0.70% |
| Emcor Group, Inc. | 18,674 | US$15.5M | 0.66% |
| Jackson Financial Inc. | 138K | US$14.1M | 0.60% |
| Citigroup, Inc. | 100K | US$14M | 0.60% |
| Idacorp, Inc. | 92,366 | US$14M | 0.59% |
| Curtiss-wright Corporation | 18,130 | US$13.7M | 0.58% |
| United Parcel Service, Inc. | 125K | US$13.5M | 0.57% |
| Hilton Worldwide Holdings Inc. | 39,721 | US$13.1M | 0.56% |
| Royalty Pharma Plc | 231K | US$12.9M | 0.55% |
| Ge Aerospace | 33,785 | US$12.6M | 0.54% |
| Interdigital, Inc. | 42,624 | US$12.1M | 0.51% |
| Equinix, Inc. | 11,561 | US$12.1M | 0.51% |
| Technipfmc Plc | 180K | US$11.9M | 0.51% |
| Coca-cola Company (the) | 146K | US$11.9M | 0.51% |
| Vistra Corp. | 71,271 | US$11.3M | 0.48% |
| Chubb Limited | 33,031 | US$11.3M | 0.48% |
| Williams Companies, Inc. (the) | 151K | US$11.2M | 0.48% |
| Ciena Corporation | 22,808 | US$11.2M | 0.48% |
| Chevron Corporation | 67,031 | US$11.1M | 0.47% |
| The Cigna Group | 39,840 | US$11M | 0.47% |
| British American Tobacco P.l.c. | 174K | US$10.7M | 0.46% |
| Antero Midstream Corporation | 469K | US$10.7M | 0.45% |
| Palantir Technologies Inc. | 91,109 | US$10.6M | 0.45% |
| Advanced Micro Devices Inc | 17,777 | US$10.3M | 0.44% |
| Dt Midstream, Inc. | 70,331 | US$10.3M | 0.44% |
| Ross Stores, Inc. | 48,162 | US$10.3M | 0.44% |
| Us Foods Holding Corp. | 100K | US$10.2M | 0.44% |
| Advanced Energy Industries, Inc. | 27,133 | US$10.1M | 0.43% |
| The Travelers Companies, Inc. | 29,662 | US$9.79M | 0.42% |
| Philip Morris International Inc | 53,820 | US$9.74M | 0.41% |
| Hf Sinclair Corporation | 138K | US$9.59M | 0.41% |
| Rtx Corporation | 50,399 | US$9.56M | 0.41% |
| Netflix, Inc. | 130K | US$9.31M | 0.40% |
| Goldman Sachs Group, Inc. (the) | 8,912 | US$9.01M | 0.38% |
| Merck & Company, Inc. | 67,580 | US$8.68M | 0.37% |
| Toronto-dominion Bank | 70,308 | US$8.54M | 0.36% |
| Applied Materials, Inc. | 11,181 | US$8.08M | 0.34% |
| Yum! Brands, Inc. | 50,402 | US$8.06M | 0.34% |
| Anglogold Ashanti Plc | 99,197 | US$8.02M | 0.34% |
| Myr Group, Inc. | 15,534 | US$7.77M | 0.33% |
| Tjx Companies, Inc. (the) | 51,286 | US$7.77M | 0.33% |
| Digital Realty Trust, Inc. | 41,628 | US$7.48M | 0.32% |
| Kinder Morgan, Inc. | 229K | US$7.33M | 0.31% |
| Api Group Corporation | 170K | US$7.21M | 0.31% |
| Boeing Company (the) | 33,108 | US$7.17M | 0.30% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 95,148 | US$7.15M | 0.30% |
| Duke Energy Corporation (holding Company) | 55,253 | US$6.99M | 0.30% |
| Apa Corporation | 203K | US$6.6M | 0.28% |
| Entergy Corporation | 57,029 | US$6.55M | 0.28% |
| Aflac Incorporated | 53,810 | US$6.31M | 0.27% |
| Nextpower Inc. | 52,687 | US$6.28M | 0.27% |
| Ing Groep N.v. | 198K | US$6.27M | 0.27% |
| East West Bancorp, Inc. | 48,432 | US$6.25M | 0.27% |
| Allison Transmission Holdings, Inc. | 55,395 | US$6.25M | 0.27% |
| Prologis, Inc. | 46,005 | US$6.23M | 0.27% |
| Cme Group Inc. | 27,599 | US$6.09M | 0.26% |
| Itt Inc. | 30,621 | US$6.06M | 0.26% |
| Umb Financial Corporation | 42,118 | US$6.01M | 0.26% |
| Royal Bank Of Canada | 28,949 | US$5.99M | 0.25% |
| Wells Fargo & Company | 68,452 | US$5.66M | 0.24% |
| Cal-maine Foods, Inc. | 70,085 | US$5.65M | 0.24% |
| Enbridge Inc. | 102K | US$5.54M | 0.24% |
| International Business Machines Corporation | 19,663 | US$5.53M | 0.24% |
| Encompass Health Corporation | 54,348 | US$5.49M | 0.23% |
| Solaredge Technologies, Inc. | 92,559 | US$5.41M | 0.23% |
| Watts Water Technologies, Inc. | 13,728 | US$5.37M | 0.23% |