| Nvidia Corporation | 3.3M | US$663M | 8.2% |
| Apple Inc | 2.01M | US$619M | 7.7% |
| Alphabet Inc (google) Class C | 1.53M | US$549M | 6.8% |
| Microsoft Corp. | 1.01M | US$471M | 5.8% |
| Amazon.com, Inc. | 1.47M | US$399M | 4.9% |
| Micron Technology, Inc. | 425K | US$350M | 4.3% |
| Advanced Micro Devices Inc | 615K | US$293M | 3.6% |
| Broadcom Inc. | 647K | US$252M | 3.1% |
| Meta Platforms, Inc. | 404K | US$225M | 2.8% |
| Tesla, Inc. | 682K | US$212M | 2.6% |
| Walmart Inc. | 1.84M | US$205M | 2.5% |
| Cisco Systems, Inc. | 1.49M | US$172M | 2.1% |
| Intel Corporation | 1.89M | US$171M | 2.1% |
| Costco Wholesale Corporation | 167K | US$159M | 2.0% |
| Applied Materials, Inc. | 299K | US$152M | 1.9% |
| Lam Research Corporation | 472K | US$138M | 1.7% |
| Netflix, Inc. | 1.59M | US$114M | 1.4% |
| Palantir Technologies Inc. | 866K | US$107M | 1.3% |
| Palo Alto Networks, Inc. | 308K | US$102M | 1.3% |
| Texas Instruments Incorporated | 343K | US$94.6M | 1.2% |
| Kla Corporation | 493K | US$90.1M | 1.1% |
| Linde Plc | 174K | US$83.4M | 1.0% |
| Amgen Inc. | 204K | US$78.4M | 0.97% |
| Space Exploration Technologies Corp | 723K | US$78.3M | 0.97% |
| Crowdstrike Holdings, Inc. | 384K | US$73.3M | 0.91% |
| Seagate Technology Holdings Plc | 84,591 | US$72.4M | 0.89% |
| Pepsico, Inc. | 516K | US$72M | 0.89% |
| Western Digital Corporation | 130K | US$70.9M | 0.88% |
| T-mobile Us, Inc. | 408K | US$70.5M | 0.87% |
| Sandisk Corporation | 55,881 | US$67.9M | 0.84% |
| Analog Devices, Inc. | 184K | US$67.5M | 0.83% |
| Marvell Technology, Inc. | 330K | US$61.9M | 0.77% |
| Gilead Sciences, Inc. | 468K | US$61M | 0.75% |
| Qualcomm Incorporated | 398K | US$58.7M | 0.73% |
| Asml Holding Nv | 41,663 | US$56.4M | 0.70% |
| Booking Holdings Inc. Common Stock | 292K | US$56.4M | 0.70% |
| Shopify Inc. | 460K | US$53.9M | 0.67% |
| Intuitive Surgical, Inc. | 134K | US$47.2M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 95,820 | US$45.7M | 0.56% |
| Applovin Corporation | 115K | US$45.7M | 0.56% |
| Starbucks Corporation | 430K | US$45.3M | 0.56% |
| Fortinet, Inc. | 277K | US$44.8M | 0.55% |
| Automatic Data Processing, Inc. | 151K | US$40.2M | 0.50% |
| Adobe Inc. | 153K | US$38.2M | 0.47% |
| Marriott International | 99,605 | US$37.1M | 0.46% |
| Mercadolibre, Inc. | 19,181 | US$36M | 0.45% |
| Constellation Energy Corporation | 136K | US$35.8M | 0.44% |
| Monster Beverage Corporation | 369K | US$35.6M | 0.44% |
| Cadence Design Systems, Inc. | 104K | US$35.4M | 0.44% |
| Csx Corporation | 702K | US$35.4M | 0.44% |
| Datadog, Inc. | 125K | US$33.5M | 0.41% |
| Intuit Inc. | 103K | US$32.7M | 0.40% |
| Comcast Corporation | 1.35M | US$32.3M | 0.40% |
| Cintas Corporation | 151K | US$30.9M | 0.38% |
| Ross Stores, Inc. | 122K | US$30.6M | 0.38% |
| Doordash, Inc. | 155K | US$30.5M | 0.38% |
| Mondelez International, Inc. | 485K | US$30.2M | 0.37% |
| Regeneron Pharmaceuticals, Inc. | 38,252 | US$29.2M | 0.36% |
| Synopsys, Inc. | 72,341 | US$28.1M | 0.35% |
| O'reilly Automotive, Inc. | 313K | US$28M | 0.35% |
| Monolithic Power Systems, Inc. | 18,607 | US$26.5M | 0.33% |
| Paccar Inc. | 199K | US$26.4M | 0.33% |
| American Electric Power Company, Inc. | 206K | US$26.3M | 0.32% |
| Warner Bros. Discovery, Inc. - Series A | 948K | US$24.9M | 0.31% |
| Airbnb, Inc. | 156K | US$23.6M | 0.29% |
| Baker Hughes Company | 375K | US$22.7M | 0.28% |
| Nxp Semiconductors N.v. | 95,453 | US$21.9M | 0.27% |
| Diamondback Energy, Inc. | 106K | US$21.6M | 0.27% |
| Teradyne, Inc. | 57,920 | US$21.3M | 0.26% |
| Fastenal Company | 434K | US$20.7M | 0.26% |
| Lumentum Holdings Inc. | 28,788 | US$20.6M | 0.25% |
| Electronic Arts Inc. | 94,888 | US$19.9M | 0.25% |
| Astera Labs, Inc. | 63,436 | US$19.7M | 0.24% |
| Paypal Holdings, Inc. | 334K | US$19.1M | 0.24% |
| Xcel Energy Inc. | 236K | US$18.5M | 0.23% |
| Coca-cola Europacific Partners Plc | 169K | US$18.5M | 0.23% |
| Autodesk, Inc. | 77,969 | US$18.3M | 0.23% |
| Exelon Corporation | 387K | US$17.7M | 0.22% |
| Ferrovial N.v. | 265K | US$17.2M | 0.21% |
| Take-two Interactive Software, Inc. | 70,273 | US$17.1M | 0.21% |
| Idexx Laboratories, Inc. | 29,277 | US$16.4M | 0.20% |
| Old Dominion Freight Line, Inc. | 76,698 | US$16.3M | 0.20% |
| Axon Enterprise, Inc. | 29,558 | US$15.6M | 0.19% |
| Keurig Dr Pepper Inc. | 500K | US$15.6M | 0.19% |
| Nebius Group N.v. | 81,524 | US$15.5M | 0.19% |
| Paychex, Inc. | 132K | US$15.4M | 0.19% |
| Microchip Technology Incorporated | 205K | US$15.3M | 0.19% |
| Roper Technologies, Inc. | 38,240 | US$15M | 0.19% |
| Thomson Reuters Corporation | 144K | US$14.2M | 0.18% |
| Rocket Lab Corporation | 214K | US$13.9M | 0.17% |
| Workday, Inc. | 76,277 | US$12.2M | 0.15% |
| Coreweave, Inc. | 165K | US$11.9M | 0.15% |
| Dexcom, Inc. | 141K | US$11.8M | 0.15% |
| Ge Healthcare Technologies Inc. | 167K | US$11.4M | 0.14% |
| The Kraft Heinz Company | 435K | US$11.2M | 0.14% |
| Strategy Inc | 118K | US$11M | 0.14% |
| Alnylam Pharmaceuticals, Inc. | 50,622 | US$10.4M | 0.13% |
| Copart, Inc. | 352K | US$10.2M | 0.13% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |