| Nvidia Corporation | 499K | US$105M | 8.1% |
| Apple Inc | 301K | US$94.1M | 7.3% |
| Alphabet Inc (google) Class C | 230K | US$87.5M | 6.8% |
| Microsoft Corp. | 152K | US$68.6M | 5.3% |
| Micron Technology, Inc. | 63,798 | US$61.9M | 4.8% |
| Amazon.com, Inc. | 220K | US$59.7M | 4.6% |
| Advanced Micro Devices Inc | 92,417 | US$47.7M | 3.7% |
| Tesla, Inc. | 102K | US$44.7M | 3.4% |
| Broadcom Inc. | 97,349 | US$43.5M | 3.4% |
| Meta Platforms, Inc. | 60,557 | US$38.3M | 3.0% |
| Intel Corporation | 283K | US$32.5M | 2.5% |
| Walmart Inc. | 277K | US$32.1M | 2.5% |
| Cisco Systems, Inc. | 224K | US$27M | 2.1% |
| Costco Wholesale Corporation | 25,160 | US$24.1M | 1.9% |
| Lam Research Corporation | 70,784 | US$22.5M | 1.7% |
| Netflix, Inc. | 239K | US$20.6M | 1.6% |
| Palantir Technologies Inc. | 130K | US$20.3M | 1.6% |
| Applied Materials, Inc. | 44,984 | US$20.2M | 1.6% |
| Texas Instruments Incorporated | 51,443 | US$15.7M | 1.2% |
| Qualcomm Incorporated | 60,481 | US$15.2M | 1.2% |
| Kla Corporation | 7,430 | US$14.3M | 1.1% |
| Sandisk Corporation | 8,367 | US$14.2M | 1.1% |
| Linde Plc | 26,267 | US$13.1M | 1.0% |
| Palo Alto Networks, Inc. | 46,254 | US$13M | 1.0% |
| T-mobile Us, Inc. | 62,457 | US$11.7M | 0.90% |
| Analog Devices, Inc. | 27,673 | US$11.5M | 0.88% |
| Pepsico, Inc. | 77,466 | US$11.2M | 0.86% |
| Seagate Technology Holdings Plc | 12,361 | US$10.9M | 0.84% |
| Applovin Corporation | 17,406 | US$10.7M | 0.82% |
| Crowdstrike Holdings, Inc. | 14,286 | US$10.4M | 0.81% |
| Amgen Inc. | 30,556 | US$10.3M | 0.79% |
| Western Digital Corporation | 19,218 | US$10.2M | 0.79% |
| Marvell Technology, Inc. | 49,382 | US$10.1M | 0.78% |
| Gilead Sciences, Inc. | 70,368 | US$9.46M | 0.73% |
| Honeywell International Inc. | 36,029 | US$8.57M | 0.66% |
| Intuitive Surgical, Inc. | 20,130 | US$8.55M | 0.66% |
| Shopify Inc. | 69,439 | US$8.24M | 0.64% |
| Asml Holding Nv | 5,992 | US$8.03M | 0.62% |
| Booking Holdings Inc. Common Stock | 44,851 | US$7.51M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 14,449 | US$6.47M | 0.50% |
| Starbucks Corporation | 64,484 | US$6.39M | 0.49% |
| Adobe Inc. | 23,182 | US$6.01M | 0.46% |
| Constellation Energy Corporation | 20,458 | US$5.89M | 0.45% |
| Cadence Design Systems, Inc. | 15,635 | US$5.86M | 0.45% |
| Fortinet, Inc. | 41,941 | US$5.79M | 0.45% |
| Marriott International | 15,020 | US$5.64M | 0.44% |
| Intuit Inc. | 15,635 | US$5.18M | 0.40% |
| Synopsys, Inc. | 10,858 | US$5.16M | 0.40% |
| Automatic Data Processing, Inc. | 22,816 | US$5.06M | 0.39% |
| Comcast Corporation | 203K | US$5.06M | 0.39% |
| Monster Beverage Corporation | 55,452 | US$4.88M | 0.38% |
| Mercadolibre, Inc. | 2,874 | US$4.87M | 0.38% |
| Csx Corporation | 105K | US$4.77M | 0.37% |
| Datadog, Inc. | 18,715 | US$4.63M | 0.36% |
| Nxp Semiconductors N.v. | 14,318 | US$4.6M | 0.36% |
| Mondelez International, Inc. | 72,659 | US$4.44M | 0.34% |
| Monolithic Power Systems, Inc. | 2,779 | US$4.35M | 0.34% |
| Ross Stores, Inc. | 18,310 | US$4.24M | 0.33% |
| O'reilly Automotive, Inc. | 47,528 | US$4.13M | 0.32% |
| Cintas Corporation | 22,653 | US$3.88M | 0.30% |
| American Electric Power Company, Inc. | 30,615 | US$3.88M | 0.30% |
| Warner Bros. Discovery, Inc. - Series A | 141K | US$3.8M | 0.29% |
| Doordash, Inc. | 23,243 | US$3.7M | 0.29% |
| Regeneron Pharmaceuticals, Inc. | 5,890 | US$3.62M | 0.28% |
| Baker Hughes Company | 56,274 | US$3.59M | 0.28% |
| Lumentum Holdings Inc. | 4,058 | US$3.47M | 0.27% |
| Paccar Inc. | 29,662 | US$3.27M | 0.25% |
| Airbnb, Inc. | 23,954 | US$3.19M | 0.25% |
| Diamondback Energy, Inc. | 16,045 | US$3.07M | 0.24% |
| Microchip Technology Incorporated | 30,574 | US$2.89M | 0.22% |
| Fastenal Company | 64,850 | US$2.87M | 0.22% |
| Electronic Arts Inc. | 14,115 | US$2.85M | 0.22% |
| Strategy Inc | 17,804 | US$2.83M | 0.22% |
| Xcel Energy Inc. | 35,425 | US$2.82M | 0.22% |
| Ferrovial N.v. | 40,830 | US$2.78M | 0.21% |
| Autodesk, Inc. | 11,959 | US$2.77M | 0.21% |
| Old Dominion Freight Line, Inc. | 11,822 | US$2.66M | 0.21% |
| Exelon Corporation | 58,261 | US$2.66M | 0.21% |
| Idexx Laboratories, Inc. | 4,481 | US$2.53M | 0.19% |
| Take-two Interactive Software, Inc. | 10,576 | US$2.37M | 0.18% |
| Coca-cola Europacific Partners Plc | 26,020 | US$2.36M | 0.18% |
| Keurig Dr Pepper Inc. | 77,666 | US$2.33M | 0.18% |
| Paypal Holdings, Inc. | 52,033 | US$2.33M | 0.18% |
| Alnylam Pharmaceuticals, Inc. | 7,457 | US$2.25M | 0.17% |
| Thomson Reuters Corporation | 24,690 | US$2.14M | 0.16% |
| Axon Enterprise, Inc. | 4,578 | US$2.05M | 0.16% |
| Paychex, Inc. | 20,463 | US$1.98M | 0.15% |
| Roper Technologies, Inc. | 5,896 | US$1.92M | 0.15% |
| Copart, Inc. | 55,192 | US$1.81M | 0.14% |
| Workday, Inc. | 11,999 | US$1.75M | 0.14% |
| Ge Healthcare Technologies Inc. | 25,902 | US$1.61M | 0.12% |
| Dexcom, Inc. | 21,817 | US$1.61M | 0.12% |
| The Kraft Heinz Company | 66,381 | US$1.59M | 0.12% |
| Cognizant Technology Solutions Corporation | 27,241 | US$1.52M | 0.12% |
| Verisk Analytics, Inc. | 7,786 | US$1.36M | 0.11% |
| Insmed Incorporated | 12,340 | US$1.32M | 0.10% |
| Zscaler Inc | 9,099 | US$1.27M | 0.10% |
| Charter Communications, Inc. | 7,217 | US$1.04M | 0.08% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |