| Top holdings | Sector allocation | (%) |
|---|---|---|
| NVIDIA Corp | Computer Electronics | 9.13% |
| Microsoft Corp | Information Technology | 7.39% |
| Meta Platforms Inc Cl A | Information Technology | 6.71% |
| Amazon.com Inc | Retail | 6.02% |
| Fiserv Inc | Professional Services | 5.11% |
| Eaton Corp PLC | Manufacturing | 5.09% |
| Eli Lilly and Co | Drugs | 5.02% |
| Micron Technology Inc | Computer Electronics | 4.88% |
| Jabil Inc | Computer Electronics | 3.58% |
| Alphabet Inc Cl A | Information Technology | 3.48% |
| Constellation Energy Corp | Diversified Technology | 3.48% |
| Vertiv Holdings Co Cl A | Manufacturing | 3.43% |
| Modine Manufacturing Co | Automotive | 3.08% |
| Parker-Hannifin Corp | Manufacturing | 3.02% |
| S&P Global Inc | Professional Services | 2.45% |