| Nvidia Corporation | 907K | US$192M | 8.1% |
| Apple Inc | 548K | US$171M | 7.2% |
| Alphabet Inc (google) Class C | 418K | US$159M | 6.7% |
| Microsoft Corp. | 277K | US$125M | 5.3% |
| Micron Technology, Inc. | 116K | US$113M | 4.8% |
| Amazon.com, Inc. | 401K | US$108M | 4.6% |
| Advanced Micro Devices Inc | 168K | US$86.7M | 3.7% |
| Tesla, Inc. | 186K | US$81.2M | 3.4% |
| Broadcom Inc. | 177K | US$79.1M | 3.3% |
| Meta Platforms, Inc. | 110K | US$69.6M | 2.9% |
| Intel Corporation | 515K | US$59M | 2.5% |
| Walmart Inc. | 504K | US$58.3M | 2.5% |
| Cisco Systems, Inc. | 407K | US$49M | 2.1% |
| Costco Wholesale Corporation | 45,742 | US$43.7M | 1.8% |
| Lam Research Corporation | 129K | US$40.9M | 1.7% |
| Netflix, Inc. | 435K | US$37.4M | 1.6% |
| Palantir Technologies Inc. | 236K | US$37M | 1.6% |
| Applied Materials, Inc. | 81,783 | US$36.8M | 1.6% |
| Texas Instruments Incorporated | 93,525 | US$28.6M | 1.2% |
| Qualcomm Incorporated | 110K | US$27.6M | 1.2% |
| Kla Corporation | 13,507 | US$26M | 1.1% |
| Sandisk Corporation | 15,210 | US$25.8M | 1.1% |
| Linde Plc | 47,754 | US$23.8M | 1.0% |
| Palo Alto Networks, Inc. | 84,091 | US$23.7M | 1.0% |
| T-mobile Us, Inc. | 114K | US$21.3M | 0.90% |
| Analog Devices, Inc. | 50,310 | US$20.8M | 0.88% |
| Pepsico, Inc. | 141K | US$20.3M | 0.86% |
| Seagate Technology Holdings Plc | 22,473 | US$19.8M | 0.84% |
| Applovin Corporation | 31,644 | US$19.4M | 0.82% |
| Crowdstrike Holdings, Inc. | 25,979 | US$19M | 0.80% |
| Amgen Inc. | 55,552 | US$18.7M | 0.79% |
| Western Digital Corporation | 34,938 | US$18.6M | 0.78% |
| Marvell Technology, Inc. | 89,778 | US$18.4M | 0.78% |
| Gilead Sciences, Inc. | 128K | US$17.2M | 0.73% |
| Honeywell International Inc. | 65,508 | US$15.6M | 0.66% |
| Intuitive Surgical, Inc. | 36,597 | US$15.5M | 0.66% |
| Shopify Inc. | 127K | US$15.1M | 0.64% |
| Asml Holding Nv | 10,896 | US$14.6M | 0.62% |
| Booking Holdings Inc. Common Stock | 82,153 | US$13.8M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 26,178 | US$11.7M | 0.49% |
| Starbucks Corporation | 117K | US$11.6M | 0.49% |
| Adobe Inc. | 42,292 | US$11M | 0.46% |
| Constellation Energy Corporation | 37,304 | US$10.7M | 0.45% |
| Cadence Design Systems, Inc. | 28,452 | US$10.7M | 0.45% |
| Fortinet, Inc. | 76,251 | US$10.5M | 0.44% |
| Marriott International | 27,307 | US$10.3M | 0.43% |
| Synopsys, Inc. | 19,874 | US$9.45M | 0.40% |
| Intuit Inc. | 28,499 | US$9.45M | 0.40% |
| Automatic Data Processing, Inc. | 41,774 | US$9.27M | 0.39% |
| Comcast Corporation | 370K | US$9.2M | 0.39% |
| Mercadolibre, Inc. | 5,259 | US$8.92M | 0.38% |
| Monster Beverage Corporation | 101K | US$8.88M | 0.38% |
| Csx Corporation | 192K | US$8.67M | 0.37% |
| Datadog, Inc. | 33,851 | US$8.37M | 0.35% |
| Nxp Semiconductors N.v. | 26,040 | US$8.37M | 0.35% |
| Mondelez International, Inc. | 133K | US$8.14M | 0.34% |
| Monolithic Power Systems, Inc. | 5,061 | US$7.93M | 0.33% |
| Ross Stores, Inc. | 33,557 | US$7.78M | 0.33% |
| O'reilly Automotive, Inc. | 86,993 | US$7.56M | 0.32% |
| American Electric Power Company, Inc. | 56,500 | US$7.16M | 0.30% |
| Cintas Corporation | 41,488 | US$7.11M | 0.30% |
| Warner Bros. Discovery, Inc. - Series A | 259K | US$7M | 0.30% |
| Doordash, Inc. | 42,534 | US$6.78M | 0.29% |
| Regeneron Pharmaceuticals, Inc. | 10,854 | US$6.67M | 0.28% |
| Baker Hughes Company | 102K | US$6.51M | 0.27% |
| Lumentum Holdings Inc. | 7,357 | US$6.29M | 0.27% |
| Paccar Inc. | 54,937 | US$6.06M | 0.26% |
| Airbnb, Inc. | 43,650 | US$5.82M | 0.25% |
| Diamondback Energy, Inc. | 29,069 | US$5.57M | 0.24% |
| Microchip Technology Incorporated | 55,765 | US$5.28M | 0.22% |
| Fastenal Company | 118K | US$5.23M | 0.22% |
| Electronic Arts Inc. | 25,789 | US$5.2M | 0.22% |
| Strategy Inc | 32,370 | US$5.15M | 0.22% |
| Xcel Energy Inc. | 64,292 | US$5.11M | 0.22% |
| Autodesk, Inc. | 21,847 | US$5.05M | 0.21% |
| Ferrovial N.v. | 74,142 | US$5.04M | 0.21% |
| Old Dominion Freight Line, Inc. | 21,478 | US$4.84M | 0.20% |
| Exelon Corporation | 105K | US$4.81M | 0.20% |
| Idexx Laboratories, Inc. | 8,384 | US$4.72M | 0.20% |
| Take-two Interactive Software, Inc. | 19,499 | US$4.37M | 0.18% |
| Paypal Holdings, Inc. | 96,950 | US$4.34M | 0.18% |
| Coca-cola Europacific Partners Plc | 47,538 | US$4.31M | 0.18% |
| Keurig Dr Pepper Inc. | 143K | US$4.3M | 0.18% |
| Alnylam Pharmaceuticals, Inc. | 13,854 | US$4.18M | 0.18% |
| Thomson Reuters Corporation | 46,049 | US$3.99M | 0.17% |
| Axon Enterprise, Inc. | 8,375 | US$3.76M | 0.16% |
| Paychex, Inc. | 37,800 | US$3.67M | 0.15% |
| Roper Technologies, Inc. | 10,838 | US$3.53M | 0.15% |
| Copart, Inc. | 102K | US$3.34M | 0.14% |
| Workday, Inc. | 22,250 | US$3.25M | 0.14% |
| The Kraft Heinz Company | 126K | US$3.02M | 0.13% |
| Ge Healthcare Technologies Inc. | 47,992 | US$2.99M | 0.13% |
| Dexcom, Inc. | 40,527 | US$2.99M | 0.13% |
| Cognizant Technology Solutions Corporation | 50,361 | US$2.81M | 0.12% |
| Verisk Analytics, Inc. | 14,793 | US$2.59M | 0.11% |
| Insmed Incorporated | 22,517 | US$2.41M | 0.10% |
| Zscaler Inc | 16,570 | US$2.32M | 0.10% |
| Charter Communications, Inc. | 13,334 | US$1.92M | 0.08% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |