| Nvidia Corporation | 5.22M | US$1.05B | 10.5% |
| Alphabet Inc (google) Class C | 2.9M | US$1.04B | 10.4% |
| Apple Inc | 1.64M | US$475M | 4.8% |
| Broadcom Inc. | 1.15M | US$436M | 4.4% |
| Micron Technology, Inc. | 321K | US$370M | 3.7% |
| Advanced Micro Devices Inc | 542K | US$315M | 3.1% |
| Tesla, Inc. | 668K | US$281M | 2.8% |
| Meta Platforms, Inc. | 377K | US$213M | 2.1% |
| Lam Research Corporation | 437K | US$189M | 1.9% |
| Eli Lilly And Company | 151K | US$181M | 1.8% |
| Western Digital Corporation | 260K | US$166M | 1.7% |
| Goldman Sachs Group, Inc. (the) | 161K | US$163M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.11M | US$158M | 1.6% |
| Sandisk Corporation | 63,019 | US$143M | 1.4% |
| Ge Vernova Inc. | 112K | US$131M | 1.3% |
| Applied Materials, Inc. | 179K | US$129M | 1.3% |
| Palo Alto Networks, Inc. | 363K | US$124M | 1.2% |
| Ciena Corporation | 243K | US$119M | 1.2% |
| Caterpillar, Inc. | 110K | US$117M | 1.2% |
| Mastercard Incorporated | 223K | US$115M | 1.1% |
| Quanta Services, Inc. | 141K | US$102M | 1.0% |
| Natera, Inc. | 372K | US$101M | 1.0% |
| Microsoft Corp. | 269K | US$100M | 1.0% |
| Johnson & Johnson | 394K | US$100M | 1.0% |
| Ge Aerospace | 252K | US$94M | 0.94% |
| Philip Morris International Inc | 504K | US$91.1M | 0.91% |
| Corning Incorporated | 346K | US$88.4M | 0.88% |
| Walmart Inc. | 775K | US$87.8M | 0.88% |
| Crowdstrike Holdings, Inc. | 105K | US$80.3M | 0.80% |
| Teradyne, Inc. | 159K | US$76.8M | 0.77% |
| Texas Instruments Incorporated | 240K | US$71.7M | 0.72% |
| Deere & Company | 109K | US$69.1M | 0.69% |
| Dell Technologies Inc. | 159K | US$68.4M | 0.68% |
| Rtx Corporation | 353K | US$67M | 0.67% |
| Digitalocean Holdings, Inc. | 412K | US$64.6M | 0.65% |
| Merck & Company, Inc. | 497K | US$63.9M | 0.64% |
| Comfort Systems Usa, Inc. | 30,471 | US$60.4M | 0.60% |
| Lumentum Holdings Inc. | 67,899 | US$58.3M | 0.58% |
| 3m Company | 348K | US$56.4M | 0.56% |
| Snowflake Inc. | 220K | US$56M | 0.56% |
| Bloom Energy Corporation | 184K | US$55.6M | 0.56% |
| Twilio Inc. | 269K | US$55.6M | 0.56% |
| Amazon.com, Inc. | 224K | US$53.4M | 0.53% |
| Exxon Mobil Corporation | 384K | US$52.4M | 0.52% |
| Neurocrine Biosciences, Inc. | 303K | US$51.1M | 0.51% |
| Monster Beverage Corporation | 516K | US$49.6M | 0.50% |
| Trane Technologies Plc | 97,541 | US$47.9M | 0.48% |
| Applovin Corporation | 90,722 | US$46.7M | 0.47% |
| Insmed Incorporated | 421K | US$44.9M | 0.45% |
| Ametek, Inc. | 177K | US$42.9M | 0.43% |
| Mks Inc. | 94,840 | US$42.2M | 0.42% |
| Doordash, Inc. | 228K | US$42.1M | 0.42% |
| Cerebras Systems Inc. | 182K | US$40.3M | 0.40% |
| Itt Inc. | 200K | US$39.6M | 0.40% |
| Coca-cola Company (the) | 479K | US$39M | 0.39% |
| Howmet Aerospace Inc. | 145K | US$38.9M | 0.39% |
| Booking Holdings Inc. Common Stock | 216K | US$38.5M | 0.39% |
| Williams Companies, Inc. (the) | 504K | US$37.5M | 0.37% |
| Amphenol Corporation | 212K | US$37.3M | 0.37% |
| Take-two Interactive Software, Inc. | 143K | US$35.7M | 0.36% |
| Space Exploration Technologies Corp | 209K | US$35.7M | 0.36% |
| Entegris, Inc. | 198K | US$35.5M | 0.36% |
| Caseys General Stores, Inc. | 44,090 | US$35M | 0.35% |
| Gilead Sciences, Inc. | 268K | US$33.8M | 0.34% |
| Marvell Technology, Inc. | 113K | US$33.8M | 0.34% |
| Hilton Worldwide Holdings Inc. | 102K | US$33.8M | 0.34% |
| Union Pacific Corporation | 122K | US$33.3M | 0.33% |
| Bwx Technologies, Inc. | 168K | US$32.7M | 0.33% |
| Interactive Brokers Group, Inc. | 375K | US$32.6M | 0.33% |
| Tjx Companies, Inc. (the) | 205K | US$31.1M | 0.31% |
| Mastec, Inc. | 74,466 | US$31M | 0.31% |
| Vertiv Holdings, Llc | 92,004 | US$30.8M | 0.31% |
| Allegro Microsystems, Inc. | 437K | US$30.4M | 0.30% |
| Cisco Systems, Inc. | 257K | US$30.2M | 0.30% |
| Fabrinet | 53,639 | US$30.1M | 0.30% |
| Alnylam Pharmaceuticals, Inc. | 100K | US$30.1M | 0.30% |
| Technipfmc Plc | 446K | US$29.6M | 0.30% |
| Cencora, Inc. | 103K | US$29.2M | 0.29% |
| Freeport-mcmoran, Inc. | 464K | US$29.2M | 0.29% |
| Robinhood Markets, Inc. | 290K | US$29.1M | 0.29% |
| Performance Food Group Company | 255K | US$28.5M | 0.29% |
| Teledyne Technologies Incorporated | 42,539 | US$28.4M | 0.28% |
| Analog Devices, Inc. | 69,072 | US$27.4M | 0.27% |
| Eog Resources, Inc. | 209K | US$27.1M | 0.27% |
| Thermo Fisher Scientific Inc | 53,324 | US$26.7M | 0.27% |
| Mcdonald's Corporation | 95,839 | US$25.9M | 0.26% |
| Rockwell Automation, Inc. | 50,419 | US$25M | 0.25% |
| Carpenter Technology Corporation | 40,362 | US$24.9M | 0.25% |
| Berkshire Hathaway Inc. | 49,269 | US$24.7M | 0.25% |
| Royal Caribbean Cruises Ltd. | 75,266 | US$23.9M | 0.24% |
| Cbre Group Inc | 177K | US$23.8M | 0.24% |
| Jfrog Ltd. | 252K | US$22.9M | 0.23% |
| Vicor Corporation | 60,003 | US$22.8M | 0.23% |
| Carvana Co. | 339K | US$22.3M | 0.22% |
| Celestica Inc. | 60,211 | US$22M | 0.22% |
| Kulicke And Soffa Industries, Inc. | 163K | US$21.8M | 0.22% |
| Intel Corporation | 149K | US$20.8M | 0.21% |
| Progressive Corporation (the) | 95,277 | US$20.8M | 0.21% |
| Jabil Inc. | 52,011 | US$20M | 0.20% |
| Okta, Inc. | 146K | US$20M | 0.20% |