| Nvidia Corporation | 241K | US$48.4M | 2.1% |
| Cincinnati Financial Corporation | 268K | US$47.5M | 2.1% |
| Royal Caribbean Cruises Ltd. | 143K | US$45.6M | 2.0% |
| Ge Aerospace | 124K | US$44.5M | 2.0% |
| Arista Networks, Inc. | 246K | US$44.4M | 2.0% |
| Expedia Group, Inc. | 151K | US$44.4M | 2.0% |
| Arch Capital Group Ltd. | 437K | US$43.9M | 1.9% |
| Progressive Corporation (the) | 207K | US$43.7M | 1.9% |
| Comfort Systems Usa, Inc. | 24,655 | US$42.6M | 1.9% |
| Eli Lilly And Company | 35,669 | US$41M | 1.8% |
| The Trade Desk, Inc. | 2.26M | US$40.8M | 1.8% |
| Incyte Corporation | 337K | US$40.2M | 1.8% |
| Las Vegas Sands Corp. | 813K | US$39.7M | 1.8% |
| First Solar, Inc. | 187K | US$39.4M | 1.7% |
| Allstate Corporation (the) | 149K | US$39.2M | 1.7% |
| Applovin Corporation | 98,026 | US$38.8M | 1.7% |
| Carnival Corporation Ltd. | 1.39M | US$38.8M | 1.7% |
| Paypal Holdings, Inc. | 636K | US$36.4M | 1.6% |
| Emcor Group, Inc. | 43,225 | US$34.5M | 1.5% |
| Newmont Corporation | 360K | US$33.8M | 1.5% |
| Meta Platforms, Inc. | 60,560 | US$33.7M | 1.5% |
| Fortinet, Inc. | 206K | US$33.3M | 1.5% |
| Dexcom, Inc. | 389K | US$32.5M | 1.4% |
| United Airlines Holdings, Inc. | 263K | US$31.9M | 1.4% |
| Universal Health Services, Inc. | 184K | US$31M | 1.4% |
| Garmin Ltd. | 104K | US$30.7M | 1.4% |
| Boston Scientific Corporation | 652K | US$30.5M | 1.3% |
| Mastercard Incorporated | 52,756 | US$30.2M | 1.3% |
| Uber Technologies, Inc. | 424K | US$29.8M | 1.3% |
| The Travelers Companies, Inc. | 79,045 | US$29.6M | 1.3% |
| Ebay Inc. | 254K | US$29M | 1.3% |
| Loews Corporation | 250K | US$29M | 1.3% |
| Chipotle Mexican Grill, Inc. | 763K | US$28.4M | 1.3% |
| Ge Vernova Inc. | 28,596 | US$28.3M | 1.2% |
| Baker Hughes Company | 468K | US$28.3M | 1.2% |
| Ameriprise Financial, Inc. | 51,724 | US$28.2M | 1.2% |
| The Hartford Insurance Group, Inc. | 199K | US$28.2M | 1.2% |
| Airbnb, Inc. | 184K | US$27.9M | 1.2% |
| Berkshire Hathaway Inc. | 54,052 | US$27.6M | 1.2% |
| Assurant, Inc. | 98,813 | US$27.6M | 1.2% |
| Alphabet Inc (google) Class C | 76,243 | US$27.5M | 1.2% |
| Intuit Inc. | 86,186 | US$27.2M | 1.2% |
| Deckers Outdoor Corporation | 280K | US$27.1M | 1.2% |
| Prudential Financial, Inc. | 218K | US$26.6M | 1.2% |
| Chubb Limited | 75,571 | US$26.5M | 1.2% |
| Delta Air Lines, Inc. | 303K | US$26.5M | 1.2% |
| Synchrony Financial | 349K | US$26.5M | 1.2% |
| Edison International | 357K | US$26.2M | 1.2% |
| Godaddy Inc. | 313K | US$25.9M | 1.1% |
| The Cigna Group | 92,752 | US$25.9M | 1.1% |
| Everest Group, Ltd. | 68,661 | US$25.7M | 1.1% |
| Adobe Inc. | 102K | US$25.7M | 1.1% |
| Microsoft Corp. | 54,656 | US$25.4M | 1.1% |
| Cboe Global Markets, Inc. | 81,358 | US$25.2M | 1.1% |
| Resmed Inc. | 119K | US$25.2M | 1.1% |
| Moody's Corporation | 52,492 | US$25.1M | 1.1% |
| Lululemon Athletica Inc. | 207K | US$24.6M | 1.1% |
| Erie Indemnity Company | 101K | US$24.4M | 1.1% |
| Comcast Corporation | 1M | US$24.1M | 1.1% |
| Ptc Inc. | 174K | US$23.9M | 1.1% |
| American Express Company | 70,835 | US$23.8M | 1.1% |
| Parker-hannifin Corporation | 24,356 | US$23.8M | 1.0% |
| Globe Life Inc. | 129K | US$23.6M | 1.0% |
| Autodesk, Inc. | 101K | US$23.6M | 1.0% |
| Netflix, Inc. | 327K | US$23.4M | 1.0% |
| Visa Inc. | 62,573 | US$22.9M | 1.0% |
| Trane Technologies Plc | 48,824 | US$22.2M | 0.98% |
| Fiserv, Inc. | 409K | US$22.1M | 0.97% |
| Fox Corporation | 370K | US$21.6M | 0.95% |
| Constellation Brands, Inc. | 165K | US$21.5M | 0.95% |
| W.r. Berkley Corporation | 296K | US$21.5M | 0.95% |
| Walt Disney Company (the) | 217K | US$20.9M | 0.92% |
| Kla Corporation | 108K | US$19.7M | 0.87% |
| Leidos Holdings, Inc. | 170K | US$19.7M | 0.87% |
| Rollins, Inc. | 452K | US$17.1M | 0.76% |
| Paccar Inc. | 0 | US$0 | 0.00% |
| Global Payments Inc. | 0 | US$0 | 0.00% |
| Ralph Lauren Corporation | 0 | US$0 | 0.00% |
| Monolithic Power Systems, Inc. | 0 | US$0 | 0.00% |
| Hubbell Inc | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| W.w. Grainger, Inc. | 0 | US$0 | 0.00% |
| M&t Bank Corporation | 0 | US$0 | 0.00% |
| Halliburton Company | 0 | US$0 | 0.00% |
| Super Micro Computer, Inc. | 0 | US$0 | 0.00% |
| Huntington Bancshares Incorporated | 0 | US$0 | 0.00% |
| United Rentals, Inc. | 0 | US$0 | 0.00% |
| Slb Limited | 0 | US$0 | 0.00% |
| Fifth Third Bancorp | 0 | US$0 | 0.00% |
| U.s. Bancorp | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Gartner, Inc. | 0 | US$0 | 0.00% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
| Northern Trust Corporation | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Darden Restaurants, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Host Hotels & Resorts, Inc. | 0 | US$0 | 0.00% |
| Pnc Financial Services Group, Inc. (the) | 0 | US$0 | 0.00% |
| Raymond James Financial, Inc. | 0 | US$0 | 0.00% |