| Top holdings | Sector allocation | (%) |
|---|---|---|
| NVIDIA Corp | Computer Electronics | 10.44% |
| Microsoft Corp | Information Technology | 8.30% |
| Amazon.com Inc | Retail | 7.33% |
| Constellation Energy Corp | Diversified Technology | 5.49% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 5.38% |
| ServiceNow Inc | Information Technology | 3.61% |
| SK Hynix Inc | Computer Electronics | 3.32% |
| Synopsys Inc | Information Technology | 3.08% |
| Meta Platforms Inc Cl A | Information Technology | 3.05% |
| Applied Materials Inc | Computer Electronics | 3.02% |
| Novo Nordisk A/S Cl B | Drugs | 2.68% |
| Visa Inc Cl A | Diversified Financial Services | 2.66% |
| GE VERNOVA LLC | Other | 2.58% |
| Alphabet Inc Cl A | Information Technology | 2.53% |
| ASML Holding NV | Computer Electronics | 2.48% |