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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $3.85B | 22091420 | 4.01% |
| 2 | APPLE INC | $2.51B | 9911288 | 2.61% |
| 3 | BROADCOM INC | $2.06B | 6663952 | 2.14% |
| 4 | ALPHABET INC | $1.99B | 6934572 | 2.07% |
| 5 | MICROSOFT CORP | $1.58B | 4278570 | 1.65% |
| 6 | AMAZON COM INC | $1.28B | 6150472 | 1.33% |
| 7 | WISDOMTREE TR | $1.22B | 25204532 | 1.27% |
| 8 | CATERPILLAR INC | $939.5M | 1326126 | 0.98% |
| 9 | WESTERN DIGITAL CORP | $898.9M | 125515000 | 0.94% |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | $837.9M | 2481092 | 0.87% |
| 11 | ELI LILLY & CO | $774.1M | 842458 | 0.81% |
| 12 | JOHNSON & JOHNSON | $759.7M | 3108956 | 0.79% |
| 13 | TESLA INC | $743.8M | 2002037 | 0.77% |
| 14 | JPMORGAN CHASE & CO | $737.4M | 2510078 | 0.77% |
| 15 | META PLATFORMS INC | $717.2M | 1255268 | 0.75% |
| 16 | LAM RESEARCH CORP | $715.9M | 3354693 | 0.74% |
| 17 | MICRON TECHNOLOGY INC | $657.1M | 1947794 | 0.68% |
| 18 | WELLS FARGO & CO | $656.6M | 568491 | 0.68% |
| 19 | COSTCO WHOLESALE CORPORATION | $584.3M | 586366 | 0.61% |
| 20 | LIVE NATION ENTERTAINMENT IN | $580.4M | 537400000 | 0.60% |
| 21 | GE VERNOVA INC | $572.0M | 655295 | 0.60% |
| 22 | APPLIED MATLS INC | $571.2M | 1671265 | 0.59% |
| 23 | AMPHENOL CORP | $562.8M | 4454621 | 0.59% |
| 24 | MERCK & CO INC | $557.7M | 4636232 | 0.58% |
| 25 | COHERENT CORP | $513.2M | 2154332 | 0.53% |
| 26 | BOEING CO | $502.6M | 7747380 | 0.52% |
| 27 | AKAMAI TECHNOLOGIES INC | $501.3M | 431800000 | 0.52% |
| 28 | WALMART INC | $488.0M | 3929420 | 0.51% |
| 29 | CLOUDFLARE INC | $474.8M | 2302912 | 0.49% |
| 30 | CIENA CORP | $455.4M | 1173145 | 0.47% |
| 31 | ASML HLDG NV | $442.6M | 335059 | 0.46% |
| 32 | PARKER-HANNIFIN CORP | $429.8M | 480940 | 0.45% |
| 33 | NETFLIX INC. | $417.1M | 4337542 | 0.43% |
| 34 | ORACLE CORP | $407.2M | 9046650 | 0.42% |
| 35 | PALANTIR TECHNOLOGIES INC | $402.4M | 2754073 | 0.42% |
| 36 | CROWDSTRIKE HLDGS INC | $400.6M | 1027056 | 0.42% |
| 37 | NEXTERA ENERGY INC | $394.6M | 7048535 | 0.41% |
| 38 | CORNING INC | $388.5M | 2857034 | 0.40% |
| 39 | GILEAD SCIENCES INC | $384.7M | 2760379 | 0.40% |
| 40 | MASTERCARD INCORPORATED | $383.7M | 767948 | 0.40% |
| 41 | CELESTICA INC | $379.8M | 1348440 | 0.40% |
| 42 | FLEXTRONICS INTL LTD | $378.8M | 5786303 | 0.39% |
| 43 | COCA COLA CO | $374.7M | 4934393 | 0.39% |
| 44 | UNION PAC CORP | $368.6M | 1519208 | 0.38% |
| 45 | WELLS FARGO & CO | $357.2M | 4486345 | 0.37% |
| 46 | ANALOG DEVICES INC | $348.3M | 1094831 | 0.36% |
| 47 | PG&E CORP | $347.8M | 8090380 | 0.36% |
| 48 | CLOUDFLARE INC | $340.9M | 290700000 | 0.35% |
| 49 | MONOLITHIC PWR SYS INC | $329.9M | 302158 | 0.34% |
| 50 | SLB LIMITED | $329.2M | 6407859 | 0.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.