| Top holdings | Sector allocation | (%) |
|---|---|---|
| Amazon.com Inc | Retail | 6.94% |
| Microsoft Corp | Information Technology | 6.57% |
| NVIDIA Corp | Computer Electronics | 6.30% |
| Constellation Energy Corp | Diversified Technology | 4.50% |
| ServiceNow Inc | Information Technology | 4.08% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 3.63% |
| CRH PLC | Construction Materials | 3.14% |
| GE VERNOVA LLC | Other | 3.01% |
| ASML Holding NV | Computer Electronics | 2.94% |
| Liberty Media Corp-Liberty Formula One | Television Broadcasting | 2.91% |
| Alphabet Inc Cl A | Information Technology | 2.77% |
| Mastercard Inc Cl A | Diversified Financial Services | 2.60% |
| Rheinmetall AG | Automotive | 2.50% |
| Synopsys Inc | Information Technology | 2.45% |
| Uber Technologies Inc | Information Technology | 2.32% |