| Nvidia Corporation | 288K | US$57.6M | 6.5% |
| Apple Inc | 175K | US$50.5M | 5.7% |
| Alphabet Inc (google) Class C | 133K | US$47.6M | 5.4% |
| Micron Technology, Inc. | 37,003 | US$42.7M | 4.8% |
| Microsoft Corp. | 88,290 | US$32.9M | 3.7% |
| Advanced Micro Devices Inc | 53,503 | US$31.1M | 3.5% |
| Amazon.com, Inc. | 128K | US$30.5M | 3.4% |
| Tesla, Inc. | 59,372 | US$25M | 2.8% |
| Intel Corporation | 165K | US$23M | 2.6% |
| Broadcom Inc. | 56,352 | US$21.3M | 2.4% |
| Meta Platforms, Inc. | 35,196 | US$19.8M | 2.2% |
| Applied Materials, Inc. | 26,051 | US$18.8M | 2.1% |
| Walmart Inc. | 160K | US$18.1M | 2.0% |
| Lam Research Corporation | 41,033 | US$17.8M | 2.0% |
| Cisco Systems, Inc. | 129K | US$15.2M | 1.7% |
| Costco Wholesale Corporation | 14,557 | US$13.6M | 1.5% |
| Kla Corporation | 42,861 | US$12.9M | 1.5% |
| Sandisk Corporation | 4,859 | US$11M | 1.2% |
| Netflix, Inc. | 138K | US$9.86M | 1.1% |
| Palo Alto Networks, Inc. | 26,774 | US$9.13M | 1.0% |
| Texas Instruments Incorporated | 29,862 | US$8.9M | 1.0% |
| Palantir Technologies Inc. | 75,338 | US$8.79M | 0.99% |
| Marvell Technology, Inc. | 28,703 | US$8.55M | 0.96% |
| Linde Plc | 15,170 | US$7.87M | 0.89% |
| Western Digital Corporation | 11,309 | US$7.22M | 0.81% |
| Seagate Technology Holdings Plc | 7,357 | US$7.1M | 0.80% |
| Amgen Inc. | 17,708 | US$6.41M | 0.72% |
| Qualcomm Incorporated | 34,584 | US$6.39M | 0.72% |
| Crowdstrike Holdings, Inc. | 8,353 | US$6.37M | 0.72% |
| Analog Devices, Inc. | 15,982 | US$6.35M | 0.71% |
| Pepsico, Inc. | 44,846 | US$6.07M | 0.68% |
| Asml Holding Nv | 3,617 | US$5.98M | 0.67% |
| T-mobile Us, Inc. | 35,509 | US$5.96M | 0.67% |
| Applovin Corporation | 10,032 | US$5.17M | 0.58% |
| Gilead Sciences, Inc. | 40,738 | US$5.15M | 0.58% |
| Intuitive Surgical, Inc. | 11,621 | US$4.62M | 0.52% |
| Shopify Inc. | 40,017 | US$4.57M | 0.51% |
| Booking Holdings Inc. Common Stock | 25,425 | US$4.53M | 0.51% |
| Vertex Pharmaceuticals Incorporated | 8,327 | US$4.14M | 0.47% |
| Starbucks Corporation | 37,395 | US$3.82M | 0.43% |
| Fortinet, Inc. | 24,039 | US$3.69M | 0.42% |
| Cadence Design Systems, Inc. | 9,050 | US$3.4M | 0.38% |
| Marriott International | 8,652 | US$3.21M | 0.36% |
| Monster Beverage Corporation | 32,090 | US$3.08M | 0.35% |
| Constellation Energy Corporation | 11,851 | US$2.94M | 0.33% |
| Automatic Data Processing, Inc. | 13,116 | US$2.94M | 0.33% |
| Csx Corporation | 60,969 | US$2.9M | 0.33% |
| Comcast Corporation | 117K | US$2.87M | 0.32% |
| Datadog, Inc. | 10,855 | US$2.83M | 0.32% |
| Mercadolibre, Inc. | 1,663 | US$2.82M | 0.32% |
| Synopsys, Inc. | 6,283 | US$2.8M | 0.32% |
| Adobe Inc. | 13,262 | US$2.72M | 0.31% |
| Astera Labs, Inc. | 5,624 | US$2.72M | 0.31% |
| O'reilly Automotive, Inc. | 27,191 | US$2.5M | 0.28% |
| Doordash, Inc. | 13,497 | US$2.49M | 0.28% |
| Teradyne, Inc. | 5,136 | US$2.49M | 0.28% |
| American Electric Power Company, Inc. | 17,853 | US$2.44M | 0.28% |
| Mondelez International, Inc. | 42,119 | US$2.44M | 0.27% |
| Intuit Inc. | 8,975 | US$2.34M | 0.26% |
| Nxp Semiconductors N.v. | 8,284 | US$2.33M | 0.26% |
| Ross Stores, Inc. | 10,570 | US$2.25M | 0.25% |
| Cintas Corporation | 13,128 | US$2.23M | 0.25% |
| Monolithic Power Systems, Inc. | 1,612 | US$2.23M | 0.25% |
| Warner Bros. Discovery, Inc. - Series A | 82,264 | US$2.19M | 0.25% |
| Lumentum Holdings Inc. | 2,552 | US$2.19M | 0.25% |
| Regeneron Pharmaceuticals, Inc. | 3,380 | US$2.11M | 0.24% |
| Paccar Inc. | 17,268 | US$2.07M | 0.23% |
| Nebius Group N.v. | 7,232 | US$2M | 0.22% |
| Airbnb, Inc. | 13,712 | US$1.96M | 0.22% |
| Rocket Lab Corporation | 18,990 | US$1.93M | 0.22% |
| Fastenal Company | 37,669 | US$1.81M | 0.20% |
| Baker Hughes Company | 32,552 | US$1.81M | 0.20% |
| Electronic Arts Inc. | 8,227 | US$1.69M | 0.19% |
| Xcel Energy Inc. | 20,483 | US$1.64M | 0.19% |
| Diamondback Energy, Inc. | 9,230 | US$1.62M | 0.18% |
| Microchip Technology Incorporated | 17,786 | US$1.62M | 0.18% |
| Ferrovial N.v. | 23,607 | US$1.62M | 0.18% |
| Exelon Corporation | 33,573 | US$1.57M | 0.18% |
| Take-two Interactive Software, Inc. | 6,092 | US$1.52M | 0.17% |
| Axon Enterprise, Inc. | 2,645 | US$1.48M | 0.17% |
| Old Dominion Freight Line, Inc. | 6,824 | US$1.48M | 0.17% |
| Coca-cola Europacific Partners Plc | 14,630 | US$1.46M | 0.16% |
| Coreweave, Inc. | 14,686 | US$1.46M | 0.16% |
| Keurig Dr Pepper Inc. | 44,643 | US$1.46M | 0.16% |
| Idexx Laboratories, Inc. | 2,588 | US$1.36M | 0.15% |
| Autodesk, Inc. | 6,923 | US$1.35M | 0.15% |
| Alnylam Pharmaceuticals, Inc. | 4,381 | US$1.32M | 0.15% |
| Paypal Holdings, Inc. | 28,944 | US$1.25M | 0.14% |
| Paychex, Inc. | 11,756 | US$1.16M | 0.13% |
| Roper Technologies, Inc. | 3,311 | US$1.12M | 0.13% |
| Thomson Reuters Corporation | 12,503 | US$1.02M | 0.12% |
| Ge Healthcare Technologies Inc. | 14,926 | US$955K | 0.11% |
| Strategy Inc | 10,854 | US$944K | 0.11% |
| The Kraft Heinz Company | 38,907 | US$919K | 0.10% |
| Copart, Inc. | 30,378 | US$856K | 0.10% |
| Dexcom, Inc. | 12,661 | US$853K | 0.10% |
| Workday, Inc. | 6,595 | US$807K | 0.09% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |