| Alphabet Inc (google) Class C | 68,855 | US$26.2M | 1.4% |
| Micron Technology, Inc. | 25,711 | US$25M | 1.4% |
| Intel Corporation | 200K | US$22.9M | 1.2% |
| Advanced Micro Devices Inc | 39,930 | US$20.6M | 1.1% |
| Western Digital Corporation | 30,608 | US$16.3M | 0.89% |
| Kla Corporation | 8,201 | US$15.8M | 0.86% |
| Applied Materials, Inc. | 33,674 | US$15.2M | 0.82% |
| Lam Research Corporation | 47,175 | US$15M | 0.82% |
| Corning Incorporated | 78,521 | US$14.2M | 0.77% |
| Vertiv Holdings, Llc | 44,430 | US$14M | 0.76% |
| Ge Vernova Inc. | 14,343 | US$13.9M | 0.76% |
| Caterpillar, Inc. | 15,435 | US$13.5M | 0.74% |
| The Bank Of New York Mellon Corporation | 95,356 | US$13.3M | 0.72% |
| Howmet Aerospace Inc. | 50,649 | US$13.1M | 0.71% |
| Marathon Petroleum Corporation | 52,475 | US$13.1M | 0.71% |
| Johnson & Johnson | 56,229 | US$12.7M | 0.69% |
| General Motors Company | 149K | US$12.4M | 0.67% |
| Marvell Technology, Inc. | 59,511 | US$12.2M | 0.66% |
| Fedex Corporation | 29,090 | US$12M | 0.65% |
| Phillips 66 | 67,029 | US$11.8M | 0.64% |
| Quanta Services, Inc. | 16,345 | US$11.6M | 0.63% |
| Newmont Corporation | 104K | US$11.5M | 0.62% |
| Amphenol Corporation | 76,551 | US$11.4M | 0.62% |
| Merck & Company, Inc. | 95,881 | US$11.4M | 0.62% |
| Exxon Mobil Corporation | 73,772 | US$10.7M | 0.58% |
| Chevron Corporation | 51,664 | US$9.43M | 0.51% |
| Ge Aerospace | 29,038 | US$9.4M | 0.51% |
| Conocophillips | 79,578 | US$9.07M | 0.49% |
| Cummins Inc. | 13,843 | US$8.95M | 0.49% |
| Freeport-mcmoran, Inc. | 127K | US$8.35M | 0.45% |
| Slb Limited | 151K | US$8.24M | 0.45% |
| Analog Devices, Inc. | 19,446 | US$8.05M | 0.44% |
| Hca Healthcare, Inc. | 21,252 | US$8.04M | 0.44% |
| Southern Copper Corporation | 41,244 | US$7.89M | 0.43% |
| Rtx Corporation | 43,873 | US$7.88M | 0.43% |
| Sterling Infrastructure, Inc. | 8,814 | US$7.59M | 0.41% |
| Millicom International Cellular S.a. | 88,392 | US$7.55M | 0.41% |
| Eli Lilly And Company | 6,812 | US$7.53M | 0.41% |
| Revolution Medicines, Inc. | 47,369 | US$7.46M | 0.41% |
| Johnson Controls International Plc | 55,503 | US$7.44M | 0.41% |
| Lockheed Martin Corporation | 13,139 | US$6.97M | 0.38% |
| Northrop Grumman Corporation | 12,284 | US$6.92M | 0.38% |
| Sandisk Corporation | 4,029 | US$6.83M | 0.37% |
| C.h. Robinson Worldwide, Inc. | 36,812 | US$6.58M | 0.36% |
| Ross Stores, Inc. | 27,415 | US$6.35M | 0.35% |
| Csx Corporation | 139K | US$6.3M | 0.34% |
| Sitime Corporation | 8,864 | US$6.3M | 0.34% |
| General Dynamics Corporation | 18,076 | US$6.27M | 0.34% |
| Morgan Stanley | 30,120 | US$6.26M | 0.34% |
| Rocket Lab Corporation | 43,148 | US$6.19M | 0.34% |
| J.b. Hunt Transport Services, Inc. | 22,312 | US$6.17M | 0.34% |
| Sanmina Corporation | 23,421 | US$6.08M | 0.33% |
| U.s. Bancorp | 109K | US$5.95M | 0.32% |
| L3harris Technologies, Inc. | 18,055 | US$5.69M | 0.31% |
| Ciena Corporation | 9,789 | US$5.68M | 0.31% |
| Sellas Life Sciences Group, Inc. | 605K | US$5.63M | 0.31% |
| Williams Companies, Inc. (the) | 78,480 | US$5.6M | 0.30% |
| Roivant Sciences Ltd. | 182K | US$5.46M | 0.30% |
| Applied Digital Corporation | 115K | US$5.43M | 0.30% |
| Flex Ltd. | 35,337 | US$5.33M | 0.29% |
| Dycom Industries, Inc. | 10,429 | US$5.32M | 0.29% |
| Arrowhead Pharmaceuticals, Inc. | 67,223 | US$5.24M | 0.29% |
| Cvs Health Corporation | 57,429 | US$5.22M | 0.28% |
| Tapestry, Inc. | 35,165 | US$5.12M | 0.28% |
| Nextpower Inc. | 32,600 | US$5.1M | 0.28% |
| Citigroup, Inc. | 39,013 | US$4.91M | 0.27% |
| Ttm Technologies, Inc. | 27,922 | US$4.85M | 0.26% |
| Cisco Systems, Inc. | 40,240 | US$4.85M | 0.26% |
| Xpo, Inc. | 22,443 | US$4.81M | 0.26% |
| Hf Sinclair Corporation | 67,836 | US$4.74M | 0.26% |
| T1 Energy Inc. | 449K | US$4.74M | 0.26% |
| Cencora, Inc. | 17,414 | US$4.69M | 0.26% |
| Marriott International | 12,325 | US$4.63M | 0.25% |
| Jazz Pharmaceuticals Plc | 19,561 | US$4.63M | 0.25% |
| Macom Technology Solutions Holdings, Inc. | 12,470 | US$4.55M | 0.25% |
| Amkor Technology, Inc. | 65,204 | US$4.54M | 0.25% |
| Ast Spacemobile, Inc. | 39,218 | US$4.45M | 0.24% |
| Digitalocean Holdings, Inc. | 28,470 | US$4.44M | 0.24% |
| Garrett Motion Inc. | 136K | US$4.44M | 0.24% |
| Valero Energy Corporation | 18,115 | US$4.43M | 0.24% |
| Bloom Energy Corporation | 15,479 | US$4.41M | 0.24% |
| D-wave Quantum Inc. | 146K | US$4.39M | 0.24% |
| Rambus, Inc. | 30,130 | US$4.38M | 0.24% |
| Borgwarner Inc. | 60,768 | US$4.36M | 0.24% |
| Bel Fuse Inc. | 14,466 | US$4.27M | 0.23% |
| Technipfmc Plc | 62,131 | US$4.25M | 0.23% |
| Echostar Corporation | 32,902 | US$4.25M | 0.23% |
| Ati Inc. | 24,253 | US$4.25M | 0.23% |
| Halliburton Company | 109K | US$4.25M | 0.23% |
| Guardant Health, Inc. | 32,270 | US$4.19M | 0.23% |
| Formfactor, Inc. | 33,495 | US$4.17M | 0.23% |
| Cardinal Health, Inc. | 21,158 | US$4.16M | 0.23% |
| Apa Corporation | 114K | US$4.15M | 0.23% |
| United Therapeutics Corporation | 7,435 | US$4.14M | 0.23% |
| Lattice Semiconductor Corporation | 28,048 | US$4.13M | 0.22% |
| Praxis Precision Medicines, Inc. | 11,745 | US$4.11M | 0.22% |
| Mastec, Inc. | 10,849 | US$4.1M | 0.22% |
| Teradyne, Inc. | 10,804 | US$4.04M | 0.22% |
| Lumentum Holdings Inc. | 4,730 | US$4.04M | 0.22% |
| Parker-hannifin Corporation | 4,763 | US$4.02M | 0.22% |