| Top holdings | Sector allocation | (%) |
|---|---|---|
| Amazon.com Inc | Retail | 5.60% |
| Alphabet Inc Cl A | Information Technology | 5.11% |
| Microsoft Corp | Information Technology | 5.00% |
| Adobe Inc | Information Technology | 4.76% |
| United Rentals Inc | Professional Services | 4.57% |
| Apple Inc | Computer Electronics | 4.13% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 3.96% |
| Humana Inc | Healthcare Services | 3.74% |
| Shopify Inc Cl A | Information Technology | 3.53% |
| NVIDIA Corp | Computer Electronics | 3.37% |
| S&P Global Inc | Professional Services | 3.21% |
| Salesforce Inc | Information Technology | 3.10% |
| Eli Lilly and Co | Drugs | 3.03% |
| Starbucks Corp | Leisure | 2.99% |
| WSP Global Inc | Construction | 2.94% |