| Nvidia Corporation | 5.01M | US$1B | 7.7% |
| Apple Inc | 3M | US$869M | 6.6% |
| Alphabet Inc (google) Class C | 2.34M | US$837M | 6.4% |
| Micron Technology, Inc. | 637K | US$735M | 5.6% |
| Microsoft Corp. | 1.54M | US$574M | 4.4% |
| Advanced Micro Devices Inc | 929K | US$540M | 4.1% |
| Amazon.com, Inc. | 2.23M | US$531M | 4.0% |
| Tesla, Inc. | 1.04M | US$439M | 3.3% |
| Intel Corporation | 2.8M | US$391M | 3.0% |
| Broadcom Inc. | 977K | US$369M | 2.8% |
| Meta Platforms, Inc. | 616K | US$347M | 2.6% |
| Applied Materials, Inc. | 455K | US$329M | 2.5% |
| Lam Research Corporation | 716K | US$310M | 2.4% |
| Walmart Inc. | 2.73M | US$309M | 2.4% |
| Cisco Systems, Inc. | 2.2M | US$258M | 2.0% |
| Costco Wholesale Corporation | 248K | US$232M | 1.8% |
| Kla Corporation | 733K | US$221M | 1.7% |
| Sandisk Corporation | 82,247 | US$187M | 1.4% |
| Netflix, Inc. | 2.43M | US$173M | 1.3% |
| Palo Alto Networks, Inc. | 467K | US$159M | 1.2% |
| Texas Instruments Incorporated | 523K | US$156M | 1.2% |
| Palantir Technologies Inc. | 1.32M | US$154M | 1.2% |
| Marvell Technology, Inc. | 503K | US$150M | 1.1% |
| Linde Plc | 266K | US$138M | 1.1% |
| Western Digital Corporation | 195K | US$124M | 0.95% |
| Seagate Technology Holdings Plc | 125K | US$121M | 0.92% |
| Analog Devices, Inc. | 281K | US$112M | 0.85% |
| Amgen Inc. | 308K | US$112M | 0.85% |
| Qualcomm Incorporated | 596K | US$110M | 0.84% |
| Crowdstrike Holdings, Inc. | 144K | US$110M | 0.84% |
| Pepsico, Inc. | 783K | US$106M | 0.81% |
| T-mobile Us, Inc. | 609K | US$102M | 0.78% |
| Asml Holding Nv | 60,530 | US$100M | 0.76% |
| Gilead Sciences, Inc. | 715K | US$90.4M | 0.69% |
| Applovin Corporation | 175K | US$90.3M | 0.69% |
| Booking Holdings Inc. Common Stock | 454K | US$80.9M | 0.62% |
| Intuitive Surgical, Inc. | 203K | US$80.7M | 0.62% |
| Shopify Inc. | 706K | US$80.6M | 0.61% |
| Vertex Pharmaceuticals Incorporated | 145K | US$72.3M | 0.55% |
| Starbucks Corporation | 655K | US$67M | 0.51% |
| Fortinet, Inc. | 424K | US$65.1M | 0.50% |
| Cadence Design Systems, Inc. | 157K | US$59.1M | 0.45% |
| Marriott International | 153K | US$56.5M | 0.43% |
| Monster Beverage Corporation | 560K | US$53.8M | 0.41% |
| Automatic Data Processing, Inc. | 231K | US$51.8M | 0.39% |
| Constellation Energy Corporation | 208K | US$51.6M | 0.39% |
| Csx Corporation | 1.07M | US$50.8M | 0.39% |
| Comcast Corporation | 2.07M | US$50.7M | 0.39% |
| Datadog, Inc. | 191K | US$49.7M | 0.38% |
| Mercadolibre, Inc. | 28,832 | US$48.9M | 0.37% |
| Synopsys, Inc. | 109K | US$48.7M | 0.37% |
| Adobe Inc. | 235K | US$48.1M | 0.37% |
| Astera Labs, Inc. | 96,304 | US$46.5M | 0.35% |
| Doordash, Inc. | 245K | US$45.3M | 0.35% |
| American Electric Power Company, Inc. | 320K | US$43.8M | 0.33% |
| O'reilly Automotive, Inc. | 471K | US$43.4M | 0.33% |
| Mondelez International, Inc. | 734K | US$42.4M | 0.32% |
| Teradyne, Inc. | 87,656 | US$42.4M | 0.32% |
| Nxp Semiconductors N.v. | 147K | US$41.3M | 0.32% |
| Intuit Inc. | 157K | US$41M | 0.31% |
| Monolithic Power Systems, Inc. | 28,699 | US$39.7M | 0.30% |
| Ross Stores, Inc. | 186K | US$39.5M | 0.30% |
| Cintas Corporation | 230K | US$39.1M | 0.30% |
| Warner Bros. Discovery, Inc. - Series A | 1.42M | US$38M | 0.29% |
| Regeneron Pharmaceuticals, Inc. | 58,925 | US$36.7M | 0.28% |
| Paccar Inc. | 301K | US$36.2M | 0.28% |
| Airbnb, Inc. | 244K | US$34.9M | 0.27% |
| Lumentum Holdings Inc. | 40,210 | US$34.5M | 0.26% |
| Nebius Group N.v. | 124K | US$34.2M | 0.26% |
| Rocket Lab Corporation | 334K | US$33.9M | 0.26% |
| Baker Hughes Company | 572K | US$31.7M | 0.24% |
| Fastenal Company | 659K | US$31.6M | 0.24% |
| Diamondback Energy, Inc. | 169K | US$29.6M | 0.23% |
| Electronic Arts Inc. | 143K | US$29.4M | 0.22% |
| Xcel Energy Inc. | 358K | US$28.7M | 0.22% |
| Ferrovial N.v. | 414K | US$28.4M | 0.22% |
| Microchip Technology Incorporated | 306K | US$27.9M | 0.21% |
| Exelon Corporation | 586K | US$27.3M | 0.21% |
| Take-two Interactive Software, Inc. | 105K | US$26.3M | 0.20% |
| Coca-cola Europacific Partners Plc | 262K | US$26.2M | 0.20% |
| Old Dominion Freight Line, Inc. | 119K | US$25.8M | 0.20% |
| Keurig Dr Pepper Inc. | 779K | US$25.5M | 0.19% |
| Axon Enterprise, Inc. | 44,680 | US$25M | 0.19% |
| Coreweave, Inc. | 251K | US$25M | 0.19% |
| Idexx Laboratories, Inc. | 45,820 | US$24.1M | 0.18% |
| Autodesk, Inc. | 121K | US$23.6M | 0.18% |
| Paypal Holdings, Inc. | 531K | US$22.9M | 0.17% |
| Alnylam Pharmaceuticals, Inc. | 75,487 | US$22.7M | 0.17% |
| Roper Technologies, Inc. | 63,294 | US$21.4M | 0.16% |
| Thomson Reuters Corporation | 254K | US$20.7M | 0.16% |
| Paychex, Inc. | 205K | US$20.2M | 0.15% |
| Ge Healthcare Technologies Inc. | 291K | US$18.6M | 0.14% |
| The Kraft Heinz Company | 760K | US$17.9M | 0.14% |
| Dexcom, Inc. | 246K | US$16.6M | 0.13% |
| Copart, Inc. | 559K | US$15.8M | 0.12% |
| Strategy Inc | 176K | US$15.3M | 0.12% |
| Workday, Inc. | 121K | US$14.9M | 0.11% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |