| Apple Inc | 250K | US$72.4M | 7.8% |
| Advanced Micro Devices Inc | 86,145 | US$50M | 5.4% |
| Nvidia Corporation | 246K | US$49.3M | 5.3% |
| Alphabet Inc (google) Class C | 109K | US$38.8M | 4.2% |
| Amazon.com, Inc. | 150K | US$35.8M | 3.9% |
| Tesla, Inc. | 74,561 | US$31.4M | 3.4% |
| Cisco Systems, Inc. | 262K | US$30.7M | 3.3% |
| Costco Wholesale Corporation | 31,238 | US$29.2M | 3.2% |
| Walmart Inc. | 248K | US$28.1M | 3.0% |
| Meta Platforms, Inc. | 45,601 | US$25.7M | 2.8% |
| Micron Technology, Inc. | 21,979 | US$25.4M | 2.7% |
| Seagate Technology Holdings Plc | 22,330 | US$21.5M | 2.3% |
| Broadcom Inc. | 49,461 | US$18.7M | 2.0% |
| Applied Materials, Inc. | 22,760 | US$16.5M | 1.8% |
| Lam Research Corporation | 36,335 | US$15.7M | 1.7% |
| Palantir Technologies Inc. | 120K | US$14M | 1.5% |
| Intel Corporation | 96,058 | US$13.4M | 1.4% |
| Abbvie Inc. | 46,536 | US$11.7M | 1.3% |
| Ebay Inc. | 103K | US$11.5M | 1.2% |
| Caterpillar, Inc. | 9,063 | US$9.65M | 1.0% |
| Gilead Sciences, Inc. | 75,729 | US$9.57M | 1.0% |
| Applovin Corporation | 18,567 | US$9.57M | 1.0% |
| Flex Ltd. | 56,910 | US$9.22M | 1.00% |
| Woodward, Inc. | 20,996 | US$8.93M | 0.96% |
| Advanced Energy Industries, Inc. | 22,548 | US$8.41M | 0.91% |
| Texas Instruments Incorporated | 26,049 | US$7.76M | 0.84% |
| Amgen Inc. | 21,127 | US$7.65M | 0.83% |
| Cme Group Inc. | 31,988 | US$7.06M | 0.76% |
| F5, Inc. | 16,055 | US$6.68M | 0.72% |
| Expedia Group, Inc. | 25,619 | US$6.56M | 0.71% |
| J.b. Hunt Transport Services, Inc. | 22,571 | US$6.53M | 0.71% |
| Equinix, Inc. | 5,724 | US$5.97M | 0.64% |
| Texas Roadhouse, Inc. | 30,574 | US$5.91M | 0.64% |
| Medpace Holdings, Inc. | 11,066 | US$5.86M | 0.63% |
| Caseys General Stores, Inc. | 7,071 | US$5.62M | 0.61% |
| Ge Vernova Inc. | 4,761 | US$5.59M | 0.60% |
| Incyte Corporation | 44,159 | US$5.01M | 0.54% |
| Interactive Brokers Group, Inc. | 57,054 | US$4.97M | 0.54% |
| Illumina, Inc. | 27,348 | US$4.81M | 0.52% |
| Robinhood Markets, Inc. | 47,833 | US$4.8M | 0.52% |
| Monolithic Power Systems, Inc. | 3,445 | US$4.76M | 0.51% |
| Alliant Energy Corporation | 61,841 | US$4.72M | 0.51% |
| Guardant Health, Inc. | 31,036 | US$4.66M | 0.50% |
| Argenx Se | 4,802 | US$4.46M | 0.48% |
| Verisign, Inc. | 16,932 | US$4.26M | 0.46% |
| Interdigital, Inc. | 14,875 | US$4.21M | 0.45% |
| Ge Aerospace | 11,017 | US$4.12M | 0.44% |
| Littelfuse, Inc. | 8,424 | US$3.84M | 0.41% |
| Royalty Pharma Plc | 65,931 | US$3.7M | 0.40% |
| Docusign, Inc. | 79,561 | US$3.53M | 0.38% |
| Rambus, Inc. | 25,285 | US$3.36M | 0.36% |
| Coca-cola Consolidated, Inc. | 17,510 | US$3.34M | 0.36% |
| Talen Energy Corporation | 8,316 | US$3.2M | 0.35% |
| Lincoln Electric Holdings, Inc. | 11,922 | US$3.17M | 0.34% |
| Bp Plc | 502K | US$3.11M | 0.34% |
| Commvault Systems, Inc. | 21,568 | US$3.06M | 0.33% |
| Pnc Financial Services Group, Inc. (the) | 12,267 | US$3.02M | 0.33% |
| Mks Inc. | 6,652 | US$2.96M | 0.32% |
| U.s. Bancorp | 48,960 | US$2.96M | 0.32% |
| Nordson Corporation | 9,740 | US$2.94M | 0.32% |
| Evergy, Inc. | 32,879 | US$2.84M | 0.31% |
| Nasdaq, Inc. | 35,741 | US$2.82M | 0.30% |
| Telefonaktiebolaget Lm Ericsson Class A | 242K | US$2.71M | 0.29% |
| Astera Labs, Inc. | 5,570 | US$2.69M | 0.29% |
| Cognex Corporation | 36,050 | US$2.61M | 0.28% |
| Dollar Tree, Inc. | 21,538 | US$2.61M | 0.28% |
| Qualys, Inc. | 18,685 | US$2.57M | 0.28% |
| East West Bancorp, Inc. | 19,300 | US$2.49M | 0.27% |
| Cavco Industries, Inc. | 3,974 | US$2.44M | 0.26% |
| Totalenergies Se | 31,116 | US$2.42M | 0.26% |
| Regency Centers Corporation | 29,866 | US$2.38M | 0.26% |
| Cirrus Logic, Inc. | 16,003 | US$2.38M | 0.26% |
| Natera, Inc. | 8,600 | US$2.33M | 0.25% |
| Arch Capital Group Ltd. | 23,372 | US$2.27M | 0.24% |
| Steel Dynamics, Inc. | 9,789 | US$2.25M | 0.24% |
| Healthequity, Inc. | 24,592 | US$2.22M | 0.24% |
| Macom Technology Solutions Holdings, Inc. | 5,833 | US$2.22M | 0.24% |
| Nextpower Inc. | 18,335 | US$2.18M | 0.24% |
| Northern Trust Corporation | 12,501 | US$2.17M | 0.23% |
| Sei Investments Company | 24,374 | US$2.14M | 0.23% |
| Gen Digital Inc. | 84,403 | US$2.1M | 0.23% |
| Air Products And Chemicals, Inc. | 7,085 | US$2.08M | 0.22% |
| Corteva, Inc. | 22,621 | US$1.92M | 0.21% |
| Coca-cola Company (the) | 23,048 | US$1.87M | 0.20% |
| American Express Company | 5,524 | US$1.87M | 0.20% |
| Umb Financial Corporation | 12,918 | US$1.84M | 0.20% |
| Amkor Technology, Inc. | 20,702 | US$1.79M | 0.19% |
| Kulicke And Soffa Industries, Inc. | 13,343 | US$1.78M | 0.19% |
| Five Below, Inc. | 9,899 | US$1.78M | 0.19% |
| Zoom Communications, Inc. | 20,609 | US$1.78M | 0.19% |
| Johnson & Johnson | 6,940 | US$1.76M | 0.19% |
| Genmab A/s | 6,354 | US$1.74M | 0.19% |
| Shell Plc | 42,778 | US$1.66M | 0.18% |
| Tjx Companies, Inc. (the) | 10,521 | US$1.59M | 0.17% |
| Cincinnati Financial Corporation | 8,269 | US$1.53M | 0.17% |
| Mplx Lp | 27,012 | US$1.52M | 0.16% |
| Ionis Pharmaceuticals, Inc. | 18,056 | US$1.43M | 0.15% |
| Targa Resources, Inc. | 5,267 | US$1.41M | 0.15% |
| Bgc Group, Inc. | 128K | US$1.37M | 0.15% |
| Okta, Inc. | 10,004 | US$1.37M | 0.15% |