| Nvidia Corporation | 3.67M | US$735M | 13.9% |
| Alphabet Inc (google) Class C | 1.63M | US$582M | 11.0% |
| Microsoft Corp. | 600K | US$224M | 4.2% |
| Meta Platforms, Inc. | 395K | US$222M | 4.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.93M | US$220M | 4.2% |
| Amazon.com, Inc. | 784K | US$187M | 3.5% |
| Micron Technology, Inc. | 148K | US$171M | 3.2% |
| Applovin Corporation | 328K | US$169M | 3.2% |
| Eli Lilly And Company | 133K | US$159M | 3.0% |
| Western Digital Corporation | 189K | US$121M | 2.3% |
| Broadcom Inc. | 319K | US$120M | 2.3% |
| Advanced Micro Devices Inc | 198K | US$115M | 2.2% |
| Flex Ltd. | 705K | US$114M | 2.2% |
| Carvana Co. | 1.67M | US$110M | 2.1% |
| Visa Inc. | 247K | US$84.6M | 1.6% |
| Roblox Corporation | 1.41M | US$76.9M | 1.5% |
| Astera Labs, Inc. | 138K | US$66.8M | 1.3% |
| Seagate Technology Holdings Plc | 61,600 | US$59.4M | 1.1% |
| Nrg Energy, Inc. | 406K | US$59.3M | 1.1% |
| Corning Incorporated | 193K | US$49.3M | 0.93% |
| Affirm Holdings, Inc. | 604K | US$49.2M | 0.93% |
| Caterpillar, Inc. | 45,100 | US$48M | 0.91% |
| Arista Networks, Inc. | 281K | US$47.7M | 0.90% |
| Roku, Inc. | 345K | US$47.6M | 0.90% |
| Apple Inc | 162K | US$46.9M | 0.89% |
| Sandisk Corporation | 20,600 | US$46.8M | 0.89% |
| United Airlines Holdings, Inc. | 313K | US$42.5M | 0.80% |
| Apollo Global Management, Inc. (new) | 344K | US$40.7M | 0.77% |
| Axon Enterprise, Inc. | 70,200 | US$39.4M | 0.74% |
| Intel Corporation | 271K | US$37.8M | 0.72% |
| Unitedhealth Group Incorporated | 85,100 | US$35.4M | 0.67% |
| Alnylam Pharmaceuticals, Inc. | 116K | US$35M | 0.66% |
| Celestica Inc. | 93,400 | US$34.1M | 0.64% |
| Delta Air Lines, Inc. | 348K | US$32.6M | 0.62% |
| Lam Research Corporation | 70,100 | US$30.4M | 0.57% |
| Ciena Corporation | 61,753 | US$30.3M | 0.57% |
| Coherent Corp. | 71,500 | US$28.2M | 0.53% |
| Nxp Semiconductors N.v. | 94,300 | US$26.5M | 0.50% |
| Rolls-royce Holdings Plc | 1.36M | US$26.1M | 0.49% |
| Dell Technologies Inc. | 58,700 | US$25.3M | 0.48% |
| Insmed Incorporated | 235K | US$25.1M | 0.47% |
| Argenx Se | 25,631 | US$23.8M | 0.45% |
| Cerebras Systems Inc. | 95,000 | US$21M | 0.40% |
| Nokia Oyj | 1.54M | US$20.4M | 0.39% |
| Kla Corporation | 66,200 | US$20M | 0.38% |
| Lumentum Holdings Inc. | 22,800 | US$19.6M | 0.37% |
| Ge Vernova Inc. | 16,200 | US$19M | 0.36% |
| Synopsys, Inc. | 42,200 | US$18.8M | 0.36% |
| Shopify Inc. | 155K | US$17.7M | 0.34% |
| Cloudflare, Inc. | 69,000 | US$16.9M | 0.32% |
| Vistra Corp. | 103K | US$16.3M | 0.31% |
| Comfort Systems Usa, Inc. | 8,000 | US$15.9M | 0.30% |
| Credo Technology Group Holding Ltd | 56,300 | US$15.3M | 0.29% |
| Ge Aerospace | 37,200 | US$13.9M | 0.26% |
| Hilton Worldwide Holdings Inc. | 38,700 | US$12.8M | 0.24% |
| Space Exploration Technologies Corp | 74,465 | US$12.7M | 0.24% |
| Vaxcyte, Inc. | 217K | US$12.6M | 0.24% |
| Fabrinet | 21,600 | US$12.1M | 0.23% |
| Mongodb, Inc. | 34,800 | US$11.7M | 0.22% |
| Tesla, Inc. | 25,375 | US$10.7M | 0.20% |
| Amphenol Corporation | 60,200 | US$10.6M | 0.20% |
| Coreweave, Inc. | 83,100 | US$8.27M | 0.16% |
| Beta Technologies, Inc. | 466K | US$7.8M | 0.15% |
| Marvell Technology, Inc. | 25,873 | US$7.71M | 0.15% |
| Samsung Electronics Co., Ltd. | 32,130 | US$7.14M | 0.14% |
| Palantir Technologies Inc. | 51,900 | US$6.06M | 0.11% |
| Meesho Limited | 2.94M | US$5.99M | 0.11% |
| Viking Therapeutics, Inc. | 152K | US$5.93M | 0.11% |
| Uber Technologies, Inc. | 74,100 | US$5.35M | 0.10% |
| Datadog, Inc. | 20,100 | US$5.23M | 0.10% |
| Keysight Technologies Inc. | 13,500 | US$4.73M | 0.09% |
| Exxon Mobil Corporation | 33,800 | US$4.62M | 0.09% |
| Snowflake Inc. | 18,000 | US$4.58M | 0.09% |
| Ascendis Pharma A/s | 16,125 | US$4.3M | 0.08% |
| Robinhood Markets, Inc. | 33,000 | US$3.31M | 0.06% |
| Palo Alto Networks, Inc. | 9,200 | US$3.14M | 0.06% |
| Twilio Inc. | 14,000 | US$2.89M | 0.05% |
| Cadence Design Systems, Inc. | 7,400 | US$2.78M | 0.05% |
| Atlassian Corporation | 31,100 | US$2.42M | 0.05% |
| Constellation Energy Corporation | 6,800 | US$1.69M | 0.03% |
| Figma Inc | 81,800 | US$1.48M | 0.03% |
| Fox Corporation | 20,300 | US$1.06M | 0.02% |
| Boston Scientific Corporation | 21,700 | US$926K | 0.02% |
| Spyre Therapeutics, Inc. | 7,200 | US$639K | 0.01% |
| Fervo Energy Company | 20,800 | US$608K | 0.01% |
| Revolution Medicines, Inc. | 3,100 | US$581K | 0.01% |
| The Bank Of New York Mellon Corporation | 3,800 | US$550K | 0.01% |
| Mckesson Corporation | 500 | US$378K | <0.01% |
| Spotify Technology S.a. | 600 | US$275K | <0.01% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
| Figure Technology Solutions, Inc. | 0 | US$0 | 0.00% |
| Monolithic Power Systems, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Reddit, Inc. | 0 | US$0 | 0.00% |
| O'reilly Automotive, Inc. | 0 | US$0 | 0.00% |
| Nuvalent, Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Rocket Lab Corporation | 0 | US$0 | 0.00% |