| Top holdings | Sector allocation | (%) |
|---|---|---|
| Microsoft Corp | Information Technology | 7.40% |
| Amazon.com Inc | Retail | 6.47% |
| NVIDIA Corp | Computer Electronics | 5.48% |
| Constellation Energy Corp | Diversified Technology | 4.82% |
| ASML Holding NV | Computer Electronics | 4.31% |
| ServiceNow Inc | Information Technology | 3.99% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 3.70% |
| CRH PLC | Construction Materials | 3.58% |
| GE VERNOVA LLC | Other | 3.31% |
| Schneider Electric SE | Manufacturing | 3.08% |
| Mastercard Inc Cl A | Diversified Financial Services | 3.00% |
| Rheinmetall AG | Automotive | 2.92% |
| Alphabet Inc Cl A | Information Technology | 2.79% |
| Liberty Media Corp-Liberty Formula One | Television Broadcasting | 2.72% |
| Meta Platforms Inc Cl A | Information Technology | 2.67% |