| Tesla, Inc. | 25,274 | US$10.6M | 5.7% |
| Caterpillar, Inc. | 7,229 | US$7.7M | 4.1% |
| Siemens Aktiengesellschaft | 21,399 | US$6.88M | 3.7% |
| Airbus Se | 25,180 | US$5.6M | 3.0% |
| Deere & Company | 7,640 | US$4.85M | 2.6% |
| Ge Aerospace | 11,658 | US$4.36M | 2.3% |
| Amphenol Corporation | 20,280 | US$3.58M | 1.9% |
| Rolls-royce Holdings Plc | 186K | US$3.56M | 1.9% |
| Parker-hannifin Corporation | 3,115 | US$3.05M | 1.6% |
| Boeing Company (the) | 13,890 | US$3.01M | 1.6% |
| Csx Corporation | 59,962 | US$2.85M | 1.5% |
| Recruit Holdings Co., Ltd. | 39,500 | US$2.75M | 1.5% |
| Jbt Marel Corporation | 18,140 | US$2.63M | 1.4% |
| Fortive Corporation | 41,778 | US$2.55M | 1.4% |
| Siemens Energy Ag | 13,273 | US$2.53M | 1.4% |
| Keyence Corporation | 4,900 | US$2.48M | 1.3% |
| Esab Corporation | 24,883 | US$2.45M | 1.3% |
| Vinci Sa | 16,371 | US$2.39M | 1.3% |
| Ingersoll Rand Inc. | 28,924 | US$2.37M | 1.3% |
| Emerson Electric Company | 16,330 | US$2.34M | 1.3% |
| Eaton Corporation, Plc | 5,350 | US$2.28M | 1.2% |
| Sandvik Ab | 52,819 | US$2.18M | 1.2% |
| Applied Industrial Technologies, Inc. | 6,423 | US$2.17M | 1.2% |
| Vertiv Holdings, Llc | 6,459 | US$2.16M | 1.2% |
| Rockwell Automation, Inc. | 4,210 | US$2.08M | 1.1% |
| The Middleby Corporation | 11,417 | US$1.96M | 1.1% |
| Hanwha Aerospace Co., Ltd. | 3,002 | US$1.94M | 1.0% |
| Fujikura Ltd | 48,300 | US$1.91M | 1.0% |
| Rtx Corporation | 10,080 | US$1.91M | 1.0% |
| Te Connectivity Plc | 9,433 | US$1.9M | 1.0% |
| Belden Inc | 15,806 | US$1.9M | 1.0% |
| Dover Corporation | 8,222 | US$1.84M | 0.99% |
| Schneider Electric Se | 5,524 | US$1.81M | 0.97% |
| Techtronic Industries Co., Ltd. | 106K | US$1.76M | 0.94% |
| Quaker Houghton | 10,957 | US$1.74M | 0.93% |
| Prysmian S.p.a. | 10,248 | US$1.73M | 0.93% |
| Fortune Brands Innovations, Inc. | 31,160 | US$1.71M | 0.92% |
| Delta Electronics, Inc. | 27,000 | US$1.7M | 0.91% |
| Sany Heavy Industry Co., Ltd. Class A | 717K | US$1.69M | 0.90% |
| Ge Vernova Inc. | 1,427 | US$1.68M | 0.90% |
| Sk Square Co., Ltd. | 1,439 | US$1.63M | 0.87% |
| Compass Group Plc | 48,344 | US$1.56M | 0.84% |
| Kion Group Ag | 34,968 | US$1.55M | 0.83% |
| Babcock International Group Plc | 123K | US$1.55M | 0.83% |
| Old Dominion Freight Line, Inc. | 7,061 | US$1.53M | 0.82% |
| Ferguson Enterprises Inc. | 6,183 | US$1.47M | 0.79% |
| Hon Hai Precision Industry Co., Ltd. | 178K | US$1.42M | 0.76% |
| Spie Sa | 24,380 | US$1.4M | 0.75% |
| Optex Group Company Limited | 53,100 | US$1.38M | 0.74% |
| Rheinmetall Ag | 1,195 | US$1.36M | 0.73% |
| Accton Technology Corp. | 17,000 | US$1.36M | 0.73% |
| Gates Industrial Corporation Plc | 47,690 | US$1.33M | 0.72% |
| Volvo Ab Class A | 38,926 | US$1.32M | 0.71% |
| Acuity Inc. | 3,377 | US$1.27M | 0.68% |
| Canadian National Railway Company | 10,228 | US$1.22M | 0.65% |
| Komatsu Ltd. | 30,600 | US$1.19M | 0.64% |
| Heidelberg Materials Ag | 6,064 | US$1.16M | 0.62% |
| Larsen & Toubro Limited | 26,197 | US$1.15M | 0.62% |
| Timee, Inc. | 120K | US$1.13M | 0.61% |
| Halma Plc | 21,054 | US$1.1M | 0.59% |
| Yokogawa Electric Corp. | 31,100 | US$1.09M | 0.59% |
| Sunbelt Rentals Holdings, Inc. | 14,455 | US$1.05M | 0.57% |
| Montana Aerospace Ag | 39,088 | US$1.03M | 0.55% |
| Hochtief Aktiengesellschaft | 1,683 | US$976K | 0.52% |
| Dsv A/s | 4,070 | US$968K | 0.52% |
| Fanuc Corporation | 21,000 | US$967K | 0.52% |
| Taiheiyo Cement Corporation | 38,900 | US$959K | 0.51% |
| Linde Plc | 1,814 | US$941K | 0.50% |
| Stanley Black & Decker, Inc. | 9,812 | US$924K | 0.50% |
| Technipfmc Plc | 13,699 | US$908K | 0.49% |
| Hitachi, Ltd. | 32,800 | US$908K | 0.49% |
| Horiba, Ltd. | 4,800 | US$824K | 0.44% |
| Atmus Filtration Technologies Inc. | 15,091 | US$769K | 0.41% |
| Zebra Technologies Corporation | 2,920 | US$769K | 0.41% |
| Quantinuum Inc. | 9,383 | US$767K | 0.41% |
| Cognex Corporation | 10,070 | US$729K | 0.39% |
| Tokyo Electron Ltd. | 1,500 | US$727K | 0.39% |
| Kingspan Group Plc | 7,900 | US$722K | 0.39% |
| Keysight Technologies Inc. | 2,014 | US$705K | 0.38% |
| Gds Holdings Ltd. | 186K | US$693K | 0.37% |
| Weg Sa | 75,686 | US$688K | 0.37% |
| Mda Space Ltd | 16,397 | US$677K | 0.36% |
| Infineon Technologies Ag | 7,174 | US$676K | 0.36% |
| Nvent Electric Plc | 3,978 | US$675K | 0.36% |
| Steel Dynamics, Inc. | 2,937 | US$674K | 0.36% |
| Carrier Global Corporation | 8,810 | US$646K | 0.35% |
| Murata Manufacturing Co., Ltd. | 8,900 | US$639K | 0.34% |
| Slb Limited | 13,407 | US$623K | 0.33% |
| Mitsubishi Heavy Industries, Ltd. | 27,100 | US$616K | 0.33% |
| Tdk Corporation | 26,800 | US$601K | 0.32% |
| Nippon Sanso Holdings Corporation | 16,000 | US$594K | 0.32% |
| Uber Technologies, Inc. | 8,167 | US$589K | 0.32% |
| Calb Group Co., Ltd. Class H | 193K | US$580K | 0.31% |
| Ati Inc. | 2,600 | US$512K | 0.27% |
| Kubota Corporation | 28,400 | US$475K | 0.25% |
| Booz Allen Hamilton Holding Corporation | 7,167 | US$435K | 0.23% |
| Arxis, Inc. | 9,041 | US$417K | 0.22% |
| Equipmentshare.com Inc | 20,747 | US$408K | 0.22% |
| Hamamatsu Photonics K.k. | 24,100 | US$403K | 0.22% |
| Indra Sistemas, S.a. Class A | 7,045 | US$386K | 0.21% |