| Top holdings | Sector allocation | (%) |
|---|---|---|
| NVIDIA Corp | Computer Electronics | 8.66% |
| Amazon.com Inc | Retail | 7.02% |
| Microsoft Corp | Information Technology | 6.76% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 5.45% |
| Constellation Energy Corp | Diversified Technology | 5.42% |
| ServiceNow Inc | Information Technology | 3.80% |
| ASML Holding NV | Computer Electronics | 3.17% |
| Applied Materials Inc | Computer Electronics | 3.06% |
| SK Hynix Inc | Computer Electronics | 3.06% |
| Meta Platforms Inc Cl A | Information Technology | 2.95% |
| GE VERNOVA LLC | Other | 2.78% |
| Novo Nordisk A/S Cl B | Drugs | 2.70% |
| Visa Inc Cl A | Diversified Financial Services | 2.69% |
| Mastercard Inc Cl A | Diversified Financial Services | 2.64% |
| Uber Technologies Inc | Information Technology | 2.52% |