| NVDA | NVIDIA | -- | -- | 10.82M | 15.00% | $2.43B |
| AAPL | APPLE | -- | -- | 3.82M | 7.93% | $1.28B |
| GOOGL | ALPHABET CLASS A | -- | -- | 2.77M | 5.84% | $946.80M |
| MSFT | MICROSOFT | -- | -- | 1.87M | 5.76% | $933.26M |
| META | META PLATFORMS CLASS A | -- | -- | 1.08M | 5.19% | $840.55M |
| AVGO | BROADCOM INC | -- | -- | 2.37M | 5.13% | $830.34M |
| GOOG | ALPHABET CLASS C | -- | -- | 2.26M | 4.72% | $765.03M |
| MU | MICRON TECHNOLOGY | -- | -- | 676.17K | 4.51% | $730.63M |
| TSLA | TESLA INC | -- | -- | 1.73M | 4.04% | $655.06M |
| AMD | ADVANCED MICRO DEVICES | -- | -- | 925.97K | 3.60% | $582.68M |
| LLY | ELI LILLY | -- | -- | 459.55K | 3.35% | $543.13M |
| V | VISA CLASS A | -- | -- | 956.60K | 2.17% | $352.01M |
| MA | MASTERCARD CLASS A | -- | -- | 455.79K | 1.59% | $258.01M |
| PLTR | PALANTIR TECHNOLOGIES CLASS A | -- | -- | 1.25M | 1.49% | $241.30M |
| LRCX | LAM RESEARCH | -- | -- | 705.16K | 1.34% | $216.60M |
| AMAT | APPLIED MATERIAL INC | -- | -- | 447.31K | 1.31% | $212.13M |
| CAT | CATERPILLAR INC | -- | -- | 256.30K | 1.27% | $206.38M |
| GE | GE AEROSPACE | -- | -- | 582.78K | 1.15% | $186.36M |
| PANW | PALO ALTO NETWORKS | -- | -- | 454.99K | 1.09% | $177.41M |
| NFLX | NETFLIX | -- | -- | 2.34M | 1.04% | $167.81M |
| CRWD | CROWDSTRIKE HOLDINGS CLASS A | -- | -- | 566.34K | 0.91% | $147.06M |
| GEV | GE VERNOVA | -- | -- | 151.82K | 0.90% | $144.99M |
| SNDK | SANDISK | -- | -- | 82.09K | 0.89% | $143.96M |
| TXN | TEXAS INSTRUMENT INC | -- | -- | 513.09K | 0.86% | $138.87M |
| KLAC | KLA | -- | -- | 738.05K | 0.85% | $138.10M |
| ORCL | ORACLE | -- | -- | 967.05K | 0.83% | $134.94M |
| MRVL | MARVELL TECHNOLOGY | -- | -- | 492.16K | 0.79% | $127.45M |
| HD | HOME DEPOT | -- | -- | 416.59K | 0.75% | $121.72M |
| ANET | ARISTA NETWORKS | -- | -- | 589.23K | 0.75% | $121.21M |
| APH | AMPHENOL CORP CLASS A | -- | -- | 1.38M | 0.71% | $114.99M |
| AMZN | AMAZON.COM INC | -- | -- | 457.51K | 0.70% | $114.09M |
| COST | COSTCO WHOLESALE CORP | -- | -- | 109.52K | 0.61% | $98.18M |
| AMGN | AMGEN INC | -- | -- | 215.43K | 0.54% | $87.47M |
| WDC | WESTERN DIGITAL CORP | -- | -- | 193.90K | 0.54% | $87.31M |
| NOW | SERVICENOW | -- | -- | 579.05K | 0.49% | $79.78M |
| ISRG | INTUITIVE SURGICAL | -- | -- | 198.90K | 0.49% | $79.46M |
| GLW | CORNING | -- | -- | 446.10K | 0.42% | $68.77M |
| BKNG | BOOKING HOLDINGS | -- | -- | 436.81K | 0.42% | $68.76M |
| FTNT | FORTINET | -- | -- | 341.98K | 0.38% | $61.10M |
| LMT | LOCKHEED MARTIN CORP | -- | -- | 114.61K | 0.37% | $60.02M |
| BA | BOEING | -- | -- | 277.70K | 0.34% | $54.65M |
| TT | TRANE TECHNOLOGIES PLC | -- | -- | 124.65K | 0.34% | $54.66M |
| PWR | QUANTA SERVICES INC | -- | -- | 84.22K | 0.34% | $54.19M |
| MCK | MCKESSON CORP | -- | -- | 62.01K | 0.33% | $53.91M |
| VRT | VERTIV HOLDINGS CLASS A | -- | -- | 216.46K | 0.33% | $53.10M |
| HWM | HOWMET AEROSPACE | -- | -- | 224.61K | 0.32% | $51.52M |
| CDNS | CADENCE DESIGN SYSTEMS | -- | -- | 155.60K | 0.31% | $50.10M |
| SPCX | SPACE EXPLORATION TECHNOLOGIES COR | -- | -- | 312.54K | 0.29% | $46.26M |
| 639.DE | SPOTIFY TECHNOLOGY | -- | -- | 89.12K | 0.28% | $45.57M |
| APP | APPLOVIN CLASS A | -- | -- | 135.41K | 0.26% | $42.31M |
| BE | BLOOM ENERGY CLASS A | -- | -- | 156.81K | 0.26% | $41.81M |
| DASH | DOORDASH CLASS A | -- | -- | 211.45K | 0.24% | $39.65M |
| HLT | HILTON WORLDWIDE HOLDINGS | -- | -- | 124.48K | 0.24% | $38.85M |
| BX | BLACKSTONE | -- | -- | 332.09K | 0.24% | $38.92M |
| CTAS | CINTAS | -- | -- | 192.40K | 0.23% | $38.03M |
| TJX | TJX | -- | -- | 284.96K | 0.23% | $37.51M |
| ADBE | ADOBE INC | -- | -- | 156.17K | 0.23% | $37.31M |
| ROST | ROSS STORES INC | -- | -- | 155.40K | 0.23% | $36.58M |
| MPWR | MONOLITHIC POWER SYSTEMS INC | -- | -- | 26.68K | 0.22% | $35.63M |
| ABNB | AIRBNB CLASS A | -- | -- | 233.32K | 0.22% | $35.32M |
| SBUX | STARBUCKS CORP | -- | -- | 353.75K | 0.20% | $33.13M |
| MAR | MARRIOTT INTERNATIONAL CLASS A | -- | -- | 91.95K | 0.20% | $32.32M |
| AMT | AMERICAN TOWER REIT | -- | -- | 170.19K | 0.18% | $28.47M |
| CIEN | CIENA | -- | -- | 79.39K | 0.18% | $28.46M |
| NU | NU HOLDINGS CLASS A | -- | -- | 1.96M | 0.16% | $26.53M |
| AXP | AMERICAN EXPRESS | -- | -- | 86.33K | 0.16% | $26.39M |
| CVNA | CARVANA CLASS A | -- | -- | 391.13K | 0.15% | $25.10M |
| WMT | WALMART | -- | -- | 212.66K | 0.14% | $22.88M |
| KO | COCA-COLA | -- | -- | 251.79K | 0.14% | $22.18M |
| ADP | AUTOMATIC DATA PROCESSING INC | -- | -- | 83.15K | 0.14% | $21.88M |
| ABBV | ABBVIE | -- | -- | 79.71K | 0.13% | $21.13M |
| C | CITIGROUP | -- | -- | 146.55K | 0.12% | $19.36M |
| CMI | CUMMINS INC | -- | -- | 35.32K | 0.11% | $18.40M |
| MCO | MOODYS CORP | -- | -- | 39.19K | 0.11% | $18.32M |
| TDG | TRANSDIGM GROUP | -- | -- | 15.90K | 0.11% | $17.58M |
| CL | COLGATE-PALMOLIVE | -- | -- | 193.37K | 0.10% | $16.50M |
| MSI | MOTOROLA SOLUTIONS INC | -- | -- | 35.53K | 0.10% | $16.16M |
| MNST | MONSTER BEVERAGE | -- | -- | 361.01K | 0.10% | $15.40M |
| 0Y3K.L | EATON PLC | -- | -- | 33.89K | 0.09% | $14.91M |
| BAC | BANK OF AMERICA | -- | -- | 249.76K | 0.09% | $13.99M |
| INTU | INTUIT | -- | -- | 47.56K | 0.08% | $13.18M |
| ITW | ILLINOIS TOOL INC | -- | -- | 47.18K | 0.08% | $12.83M |
| WM | WASTE MANAGEMENT INC | -- | -- | 56.54K | 0.07% | $11.76M |
| -- | BLK CSH FND TREASURY SL AGENCY | -- | -- | 11.85M | 0.07% | $11.85M |
| PEP | PEPSICO | -- | -- | 91.06K | 0.07% | $11.67M |
| SHW | SHERWIN WILLIAMS | -- | -- | 33.94K | 0.07% | $10.88M |
| DELL | DELL TECHNOLOGIES INC CLASS C | -- | -- | 20.07K | 0.07% | $10.76M |
| IBKR | INTERACTIVE BROKERS GROUP INC CLAS | -- | -- | 98.87K | 0.06% | $8.88M |
| BAM.TO | BROOKFIELD ASSET MANAGEMENT VOTING | -- | -- | 193.97K | 0.05% | $8.65M |
| KKR | KKR AND CO INC | -- | -- | 84.61K | 0.05% | $8.09M |
| UBER | UBER TECHNOLOGIES | -- | -- | 108.98K | 0.05% | $7.54M |
| ADI | ANALOG DEVICES | -- | -- | 19.53K | 0.05% | $7.47M |
| VLO | VALERO ENERGY CORP | -- | -- | 19.49K | 0.05% | $7.46M |
| MMM | 3M | -- | -- | 40.90K | 0.04% | $6.85M |
| SCHW | CHARLES SCHWAB | -- | -- | 69.15K | 0.04% | $6.88M |
| UNP | UNION PACIFIC | -- | -- | 22.66K | 0.04% | $6.21M |
| -- | USD CASH | -- | -- | 4.87M | 0.03% | $4.87M |
| BNY | BANK OF NEW YORK MELLON CORP | -- | -- | 23.43K | 0.02% | $3.52M |
| AZO | AUTOZONE | -- | -- | 1.23K | 0.02% | $3.53M |
| CEG | CONSTELLATION ENERGY CORP | -- | -- | 12.31K | 0.02% | $3.22M |
| 0Y7S.L | JOHNSON CONTROLS INTERNATIONAL PLC | -- | -- | 21.47K | 0.02% | $3.12M |
| PSA | PUBLIC STORAGE REIT | -- | -- | 10.37K | 0.02% | $2.95M |
| SCCO | SOUTHERN COPPER CORP | -- | -- | 11.70K | 0.01% | $2.36M |
| -- | CASH COLLATERAL USD JPFFT | -- | -- | 1.39M | 0.01% | $1.39M |