| Nvidia Corporation | 1.91M | US$382M | 7.5% |
| Apple Inc | 1.16M | US$337M | 6.6% |
| Alphabet Inc (google) Class C | 872K | US$312M | 6.1% |
| Micron Technology, Inc. | 249K | US$287M | 5.6% |
| Amazon.com, Inc. | 899K | US$214M | 4.2% |
| Advanced Micro Devices Inc | 361K | US$210M | 4.1% |
| Microsoft Corp. | 541K | US$202M | 4.0% |
| Tesla, Inc. | 385K | US$162M | 3.2% |
| Intel Corporation | 1.1M | US$154M | 3.0% |
| Meta Platforms, Inc. | 252K | US$142M | 2.8% |
| Broadcom Inc. | 363K | US$137M | 2.7% |
| Applied Materials, Inc. | 177K | US$128M | 2.5% |
| Lam Research Corporation | 279K | US$121M | 2.4% |
| Walmart Inc. | 954K | US$108M | 2.1% |
| Cisco Systems, Inc. | 889K | US$104M | 2.0% |
| Costco Wholesale Corporation | 107K | US$100M | 2.0% |
| Kla Corporation | 294K | US$88.7M | 1.7% |
| Sandisk Corporation | 33,201 | US$75.5M | 1.5% |
| Palo Alto Networks, Inc. | 194K | US$66.3M | 1.3% |
| Texas Instruments Incorporated | 210K | US$62.6M | 1.2% |
| Marvell Technology, Inc. | 190K | US$56.6M | 1.1% |
| Linde Plc | 109K | US$56.6M | 1.1% |
| Western Digital Corporation | 78,128 | US$49.9M | 0.98% |
| Crowdstrike Holdings, Inc. | 63,561 | US$48.5M | 0.95% |
| Seagate Technology Holdings Plc | 47,563 | US$45.9M | 0.90% |
| Netflix, Inc. | 637K | US$45.5M | 0.89% |
| Analog Devices, Inc. | 114K | US$45.2M | 0.88% |
| Qualcomm Incorporated | 241K | US$44.6M | 0.87% |
| Pepsico, Inc. | 315K | US$42.6M | 0.83% |
| Asml Holding Nv | 25,581 | US$42.3M | 0.83% |
| Amgen Inc. | 116K | US$41.9M | 0.82% |
| Palantir Technologies Inc. | 352K | US$41.1M | 0.80% |
| Applovin Corporation | 72,950 | US$37.6M | 0.74% |
| Gilead Sciences, Inc. | 293K | US$37M | 0.73% |
| Fortinet, Inc. | 229K | US$35.3M | 0.69% |
| Automatic Data Processing, Inc. | 148K | US$33.1M | 0.65% |
| Vertex Pharmaceuticals Incorporated | 65,077 | US$32.3M | 0.63% |
| Cadence Design Systems, Inc. | 78,945 | US$29.6M | 0.58% |
| Starbucks Corporation | 288K | US$29.5M | 0.58% |
| Marriott International | 79,336 | US$29.4M | 0.58% |
| Booking Holdings Inc. Common Stock | 150K | US$26.8M | 0.52% |
| Shopify Inc. | 232K | US$26.5M | 0.52% |
| Comcast Corporation | 1.06M | US$26M | 0.51% |
| T-mobile Us, Inc. | 135K | US$22.7M | 0.44% |
| Mercadolibre, Inc. | 13,324 | US$22.6M | 0.44% |
| Constellation Energy Corporation | 90,711 | US$22.5M | 0.44% |
| Intuit Inc. | 85,345 | US$22.3M | 0.44% |
| Datadog, Inc. | 84,735 | US$22.1M | 0.43% |
| Monster Beverage Corporation | 208K | US$20M | 0.39% |
| Csx Corporation | 411K | US$19.5M | 0.38% |
| American Electric Power Company, Inc. | 141K | US$19.4M | 0.38% |
| Mondelez International, Inc. | 333K | US$19.3M | 0.38% |
| Astera Labs, Inc. | 38,853 | US$18.8M | 0.37% |
| Ross Stores, Inc. | 86,965 | US$18.5M | 0.36% |
| Monolithic Power Systems, Inc. | 13,128 | US$18.1M | 0.36% |
| Nxp Semiconductors N.v. | 64,233 | US$18.1M | 0.35% |
| Autodesk, Inc. | 92,457 | US$18M | 0.35% |
| Intuitive Surgical, Inc. | 42,161 | US$16.8M | 0.33% |
| Warner Bros. Discovery, Inc. - Series A | 627K | US$16.7M | 0.33% |
| Teradyne, Inc. | 34,179 | US$16.5M | 0.32% |
| Synopsys, Inc. | 36,101 | US$16.1M | 0.32% |
| Take-two Interactive Software, Inc. | 62,492 | US$15.6M | 0.31% |
| Lumentum Holdings Inc. | 17,875 | US$15.3M | 0.30% |
| Doordash, Inc. | 79,591 | US$14.7M | 0.29% |
| Electronic Arts Inc. | 70,432 | US$14.4M | 0.28% |
| Roper Technologies, Inc. | 42,649 | US$14.4M | 0.28% |
| Nebius Group N.v. | 51,108 | US$14.1M | 0.28% |
| Rocket Lab Corporation | 135K | US$13.8M | 0.27% |
| Paccar Inc. | 114K | US$13.7M | 0.27% |
| Ge Healthcare Technologies Inc. | 209K | US$13.4M | 0.26% |
| Xcel Energy Inc. | 164K | US$13.2M | 0.26% |
| Diamondback Energy, Inc. | 72,643 | US$12.8M | 0.25% |
| Fastenal Company | 264K | US$12.7M | 0.25% |
| Microchip Technology Incorporated | 138K | US$12.6M | 0.25% |
| Airbnb, Inc. | 87,925 | US$12.6M | 0.25% |
| O'reilly Automotive, Inc. | 136K | US$12.5M | 0.25% |
| Old Dominion Freight Line, Inc. | 55,660 | US$12.1M | 0.24% |
| Coreweave, Inc. | 119K | US$11.8M | 0.23% |
| Regeneron Pharmaceuticals, Inc. | 18,817 | US$11.7M | 0.23% |
| Idexx Laboratories, Inc. | 22,108 | US$11.6M | 0.23% |
| Copart, Inc. | 376K | US$10.6M | 0.21% |
| Keurig Dr Pepper Inc. | 318K | US$10.4M | 0.20% |
| Exelon Corporation | 212K | US$9.9M | 0.19% |
| Coca-cola Europacific Partners Plc | 98,713 | US$9.88M | 0.19% |
| Baker Hughes Company | 173K | US$9.63M | 0.19% |
| Ferrovial N.v. | 135K | US$9.23M | 0.18% |
| Axon Enterprise, Inc. | 16,060 | US$9M | 0.18% |
| Dexcom, Inc. | 129K | US$8.67M | 0.17% |
| Cintas Corporation | 48,953 | US$8.33M | 0.16% |
| Workday, Inc. | 67,463 | US$8.26M | 0.16% |
| The Kraft Heinz Company | 339K | US$8M | 0.16% |
| Adobe Inc. | 35,798 | US$7.34M | 0.14% |
| Alnylam Pharmaceuticals, Inc. | 19,236 | US$5.79M | 0.11% |
| Paychex, Inc. | 50,742 | US$4.99M | 0.10% |
| Paypal Holdings, Inc. | 102K | US$4.41M | 0.09% |
| Thomson Reuters Corporation | 39,909 | US$3.26M | 0.06% |
| Strategy Inc | 18,835 | US$1.64M | 0.03% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |