| Nvidia Corporation | 875K | US$175M | 7.4% |
| Apple Inc | 531K | US$154M | 6.5% |
| Alphabet Inc (google) Class C | 406K | US$145M | 6.1% |
| Micron Technology, Inc. | 113K | US$130M | 5.5% |
| Microsoft Corp. | 269K | US$100M | 4.2% |
| Advanced Micro Devices Inc | 163K | US$94.5M | 4.0% |
| Amazon.com, Inc. | 389K | US$92.7M | 3.9% |
| Tesla, Inc. | 181K | US$76M | 3.2% |
| Intel Corporation | 502K | US$70M | 2.9% |
| Broadcom Inc. | 171K | US$64.7M | 2.7% |
| Meta Platforms, Inc. | 107K | US$60.3M | 2.5% |
| Applied Materials, Inc. | 79,237 | US$57.3M | 2.4% |
| Walmart Inc. | 487K | US$55.1M | 2.3% |
| Lam Research Corporation | 125K | US$54.1M | 2.3% |
| Cisco Systems, Inc. | 393K | US$46.2M | 1.9% |
| Costco Wholesale Corporation | 44,276 | US$41.4M | 1.7% |
| Kla Corporation | 130K | US$39.3M | 1.7% |
| Sandisk Corporation | 14,779 | US$33.6M | 1.4% |
| Netflix, Inc. | 420K | US$30M | 1.3% |
| Palo Alto Networks, Inc. | 81,437 | US$27.8M | 1.2% |
| Texas Instruments Incorporated | 90,827 | US$27.1M | 1.1% |
| Palantir Technologies Inc. | 229K | US$26.7M | 1.1% |
| Marvell Technology, Inc. | 87,305 | US$26M | 1.1% |
| Linde Plc | 46,142 | US$23.9M | 1.0% |
| Western Digital Corporation | 34,399 | US$22M | 0.93% |
| Seagate Technology Holdings Plc | 22,378 | US$21.6M | 0.91% |
| Amgen Inc. | 53,863 | US$19.5M | 0.82% |
| Qualcomm Incorporated | 105K | US$19.4M | 0.82% |
| Crowdstrike Holdings, Inc. | 25,407 | US$19.4M | 0.82% |
| Analog Devices, Inc. | 48,611 | US$19.3M | 0.81% |
| Pepsico, Inc. | 136K | US$18.5M | 0.78% |
| Asml Holding Nv | 11,001 | US$18.2M | 0.77% |
| T-mobile Us, Inc. | 108K | US$18.1M | 0.76% |
| Applovin Corporation | 30,512 | US$15.7M | 0.66% |
| Gilead Sciences, Inc. | 124K | US$15.7M | 0.66% |
| Intuitive Surgical, Inc. | 35,345 | US$14.1M | 0.59% |
| Shopify Inc. | 122K | US$13.9M | 0.59% |
| Booking Holdings Inc. Common Stock | 77,333 | US$13.8M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 25,330 | US$12.6M | 0.53% |
| Starbucks Corporation | 114K | US$11.6M | 0.49% |
| Fortinet, Inc. | 73,118 | US$11.2M | 0.47% |
| Cadence Design Systems, Inc. | 27,526 | US$10.3M | 0.44% |
| Marriott International | 26,316 | US$9.75M | 0.41% |
| Monster Beverage Corporation | 97,605 | US$9.38M | 0.40% |
| Constellation Energy Corporation | 36,047 | US$8.95M | 0.38% |
| Automatic Data Processing, Inc. | 39,893 | US$8.93M | 0.38% |
| Csx Corporation | 185K | US$8.81M | 0.37% |
| Comcast Corporation | 356K | US$8.73M | 0.37% |
| Datadog, Inc. | 33,016 | US$8.6M | 0.36% |
| Mercadolibre, Inc. | 5,060 | US$8.59M | 0.36% |
| Synopsys, Inc. | 19,110 | US$8.52M | 0.36% |
| Adobe Inc. | 40,339 | US$8.27M | 0.35% |
| Astera Labs, Inc. | 17,106 | US$8.26M | 0.35% |
| O'reilly Automotive, Inc. | 82,706 | US$7.62M | 0.32% |
| Doordash, Inc. | 41,051 | US$7.58M | 0.32% |
| Teradyne, Inc. | 15,623 | US$7.56M | 0.32% |
| American Electric Power Company, Inc. | 54,302 | US$7.43M | 0.31% |
| Mondelez International, Inc. | 128K | US$7.41M | 0.31% |
| Intuit Inc. | 27,299 | US$7.13M | 0.30% |
| Nxp Semiconductors N.v. | 25,197 | US$7.08M | 0.30% |
| Ross Stores, Inc. | 32,150 | US$6.84M | 0.29% |
| Cintas Corporation | 39,929 | US$6.79M | 0.29% |
| Monolithic Power Systems, Inc. | 4,903 | US$6.78M | 0.29% |
| Warner Bros. Discovery, Inc. - Series A | 250K | US$6.67M | 0.28% |
| Lumentum Holdings Inc. | 7,764 | US$6.66M | 0.28% |
| Regeneron Pharmaceuticals, Inc. | 10,282 | US$6.41M | 0.27% |
| Paccar Inc. | 52,523 | US$6.31M | 0.27% |
| Nebius Group N.v. | 21,997 | US$6.07M | 0.26% |
| Airbnb, Inc. | 41,709 | US$5.97M | 0.25% |
| Rocket Lab Corporation | 57,759 | US$5.87M | 0.25% |
| Fastenal Company | 115K | US$5.5M | 0.23% |
| Baker Hughes Company | 99,009 | US$5.49M | 0.23% |
| Electronic Arts Inc. | 25,025 | US$5.13M | 0.22% |
| Xcel Energy Inc. | 62,302 | US$5M | 0.21% |
| Diamondback Energy, Inc. | 28,075 | US$4.94M | 0.21% |
| Microchip Technology Incorporated | 54,100 | US$4.93M | 0.21% |
| Ferrovial N.v. | 71,802 | US$4.93M | 0.21% |
| Exelon Corporation | 102K | US$4.76M | 0.20% |
| Take-two Interactive Software, Inc. | 18,530 | US$4.63M | 0.20% |
| Axon Enterprise, Inc. | 8,044 | US$4.51M | 0.19% |
| Old Dominion Freight Line, Inc. | 20,755 | US$4.5M | 0.19% |
| Coca-cola Europacific Partners Plc | 44,500 | US$4.45M | 0.19% |
| Coreweave, Inc. | 44,668 | US$4.45M | 0.19% |
| Keurig Dr Pepper Inc. | 136K | US$4.44M | 0.19% |
| Idexx Laboratories, Inc. | 7,872 | US$4.14M | 0.17% |
| Autodesk, Inc. | 21,058 | US$4.09M | 0.17% |
| Alnylam Pharmaceuticals, Inc. | 13,325 | US$4.01M | 0.17% |
| Paypal Holdings, Inc. | 88,034 | US$3.8M | 0.16% |
| Paychex, Inc. | 35,757 | US$3.52M | 0.15% |
| Roper Technologies, Inc. | 10,072 | US$3.41M | 0.14% |
| Thomson Reuters Corporation | 38,030 | US$3.11M | 0.13% |
| Ge Healthcare Technologies Inc. | 45,398 | US$2.91M | 0.12% |
| Strategy Inc | 33,015 | US$2.87M | 0.12% |
| The Kraft Heinz Company | 118K | US$2.8M | 0.12% |
| Copart, Inc. | 92,396 | US$2.6M | 0.11% |
| Dexcom, Inc. | 38,510 | US$2.59M | 0.11% |
| Workday, Inc. | 20,060 | US$2.46M | 0.10% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Zscaler Inc | 0 | US$0 | 0.00% |
| Verisk Analytics, Inc. | 0 | US$0 | 0.00% |