| Lam Research Corporation | 524K | US$227M | 4.2% |
| Jabil Inc. | 488K | US$188M | 3.5% |
| Applied Materials, Inc. | 259K | US$187M | 3.5% |
| Corning Incorporated | 679K | US$174M | 3.2% |
| Netapp, Inc. | 956K | US$148M | 2.7% |
| Qualcomm Incorporated | 658K | US$122M | 2.3% |
| Amphenol Corporation | 648K | US$114M | 2.1% |
| Seagate Technology Holdings Plc | 104K | US$100M | 1.9% |
| Visa Inc. | 229K | US$78.7M | 1.5% |
| Tapestry, Inc. | 531K | US$77.7M | 1.4% |
| Kla Corporation | 257K | US$77.6M | 1.4% |
| Comcast Corporation | 3.05M | US$74.9M | 1.4% |
| Cencora, Inc. | 249K | US$70.5M | 1.3% |
| Edison International | 947K | US$70.5M | 1.3% |
| Cisco Systems, Inc. | 579K | US$68M | 1.3% |
| Citigroup, Inc. | 483K | US$67.6M | 1.3% |
| Eli Lilly And Company | 54,489 | US$65.4M | 1.2% |
| Alphabet Inc (google) Class C | 183K | US$65.3M | 1.2% |
| Best Buy Co., Inc. | 847K | US$64.3M | 1.2% |
| Omnicom Group Inc. | 875K | US$63.7M | 1.2% |
| Booking Holdings Inc. Common Stock | 333K | US$59.3M | 1.1% |
| Welltower Inc. | 259K | US$58.8M | 1.1% |
| Intel Corporation | 415K | US$58M | 1.1% |
| Progressive Corporation (the) | 265K | US$57.9M | 1.1% |
| Meta Platforms, Inc. | 102K | US$57.4M | 1.1% |
| Nvidia Corporation | 285K | US$57M | 1.1% |
| Broadcom Inc. | 150K | US$56.8M | 1.1% |
| Cardinal Health, Inc. | 236K | US$56M | 1.0% |
| Cf Industries Holdings, Inc. | 503K | US$54.4M | 1.0% |
| Lennox International, Inc. | 94,006 | US$53.9M | 1.0% |
| Hewlett Packard Enterprise Company | 1.19M | US$53.7M | 1.00% |
| Accenture Plc | 430K | US$53.5M | 0.99% |
| Skyworks Solutions, Inc. | 789K | US$53.5M | 0.99% |
| Colgate-palmolive Company | 578K | US$53M | 0.98% |
| Adobe Inc. | 249K | US$51M | 0.95% |
| Hp Inc. | 2.25M | US$49.3M | 0.92% |
| O'reilly Automotive, Inc. | 509K | US$46.9M | 0.87% |
| Te Connectivity Plc | 226K | US$45.5M | 0.84% |
| Sba Communications Corporation | 255K | US$45M | 0.84% |
| Marathon Petroleum Corporation | 173K | US$44.3M | 0.82% |
| Emcor Group, Inc. | 52,231 | US$43.3M | 0.80% |
| The Bank Of New York Mellon Corporation | 298K | US$43.1M | 0.80% |
| Northern Trust Corporation | 248K | US$43.1M | 0.80% |
| Morgan Stanley | 203K | US$42.4M | 0.79% |
| Microsoft Corp. | 111K | US$41.5M | 0.77% |
| Entergy Corporation | 359K | US$41.3M | 0.77% |
| Moody's Corporation | 90,586 | US$41M | 0.76% |
| Texas Instruments Incorporated | 136K | US$40.4M | 0.75% |
| Ralph Lauren Corporation | 98,647 | US$39.6M | 0.74% |
| Abbvie Inc. | 153K | US$38.6M | 0.72% |
| Conocophillips | 343K | US$35.7M | 0.66% |
| Cvs Health Corporation | 338K | US$35M | 0.65% |
| Huntington Ingalls Industries, Inc. | 124K | US$34.8M | 0.65% |
| Gartner, Inc. | 265K | US$34.4M | 0.64% |
| Hca Healthcare, Inc. | 87,674 | US$34.2M | 0.63% |
| Aptiv Plc | 555K | US$34M | 0.63% |
| Host Hotels & Resorts, Inc. | 1.42M | US$33.6M | 0.62% |
| Sherwin-williams Company (the) | 94,133 | US$32.4M | 0.60% |
| On Semiconductor Corporation | 341K | US$32.2M | 0.60% |
| Stanley Black & Decker, Inc. | 341K | US$32.1M | 0.60% |
| Cboe Global Markets, Inc. | 129K | US$31.3M | 0.58% |
| Hasbro, Inc. | 377K | US$31.2M | 0.58% |
| Automatic Data Processing, Inc. | 136K | US$30.5M | 0.57% |
| Quanta Services, Inc. | 42,303 | US$30.5M | 0.57% |
| Oneok, Inc. | 341K | US$29.6M | 0.55% |
| Lkq Corporation | 1.11M | US$29.2M | 0.54% |
| United Parcel Service, Inc. | 265K | US$28.5M | 0.53% |
| T-mobile Us, Inc. | 167K | US$28.1M | 0.52% |
| Centene Corporation | 424K | US$27.2M | 0.51% |
| Prudential Financial, Inc. | 249K | US$26.9M | 0.50% |
| Caterpillar, Inc. | 23,352 | US$24.9M | 0.46% |
| Ameriprise Financial, Inc. | 54,187 | US$24.9M | 0.46% |
| Conagra Brands, Inc. | 1.84M | US$24.8M | 0.46% |
| Verizon Communications Inc. | 583K | US$24.7M | 0.46% |
| Pfizer, Inc. | 1.02M | US$24.6M | 0.46% |
| Unitedhealth Group Incorporated | 58,990 | US$24.5M | 0.46% |
| Mosaic Company (the) | 1.15M | US$24.4M | 0.45% |
| Mastercard Incorporated | 47,155 | US$24.2M | 0.45% |
| Akamai Technologies, Inc. | 205K | US$24.2M | 0.45% |
| Merck & Company, Inc. | 183K | US$23.6M | 0.44% |
| Paramount Skydance Corporation | 2.34M | US$23.1M | 0.43% |
| Alexandria Real Estate Equities, Inc. | 427K | US$22.6M | 0.42% |
| Nxp Semiconductors N.v. | 78,119 | US$22M | 0.41% |
| Johnson Controls International Plc | 150K | US$21.9M | 0.41% |
| U.s. Bancorp | 344K | US$20.8M | 0.39% |
| Snap-on Incorporated | 51,385 | US$20.7M | 0.38% |
| Citizens Financial Group, Inc. | 294K | US$20.6M | 0.38% |
| Keycorp | 889K | US$20.5M | 0.38% |
| Netflix, Inc. | 283K | US$20.2M | 0.38% |
| Expedia Group, Inc. | 75,897 | US$19.4M | 0.36% |
| Electronic Arts Inc. | 94,137 | US$19.3M | 0.36% |
| Kinder Morgan, Inc. | 599K | US$19.1M | 0.36% |
| American Electric Power Company, Inc. | 138K | US$18.9M | 0.35% |
| Rtx Corporation | 98,853 | US$18.8M | 0.35% |
| Truist Financial Corporation | 369K | US$18.4M | 0.34% |
| Dollar Tree, Inc. | 151K | US$18.3M | 0.34% |
| Johnson & Johnson | 70,605 | US$17.9M | 0.33% |
| C.h. Robinson Worldwide, Inc. | 94,685 | US$17.8M | 0.33% |
| Jp Morgan Chase & Co. | 53,766 | US$17.6M | 0.33% |
| Mckesson Corporation | 23,286 | US$17.6M | 0.33% |