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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $4.49B | 25735947 | 4.73% |
| 2 | MICROSOFT CORP | $2.48B | 6689245 | 2.61% |
| 3 | ALPHABET INC | $2.41B | 8401079 | 2.55% |
| 4 | BROADCOM INC | $2.34B | 7571252 | 2.47% |
| 5 | APPLE INC | $2.30B | 9059616 | 2.43% |
| 6 | AMAZON COM INC | $1.99B | 9534830 | 2.09% |
| 7 | UBS GROUP AG | $1.36B | 35591624 | 1.44% |
| 8 | KLA CORP | $1.06B | 721944 | 1.12% |
| 9 | THERMO FISHER SCIENTIFIC INC | $1.01B | 2061343 | 1.07% |
| 10 | META PLATFORMS INC | $990.2M | 1731732 | 1.04% |
| 11 | APPLIED MATLS INC | $957.9M | 2802843 | 1.01% |
| 12 | NEXTERA ENERGY INC | $896.2M | 9648920 | 0.95% |
| 13 | ALPHABET INC | $876.1M | 3055853 | 0.92% |
| 14 | ELI LILLY & CO | $867.8M | 943976 | 0.92% |
| 15 | ECOLAB INC | $866.8M | 3259055 | 0.91% |
| 16 | SALESFORCE INC | $824.9M | 4419154 | 0.87% |
| 17 | TRANE TECHNOLOGIES PLC | $804.0M | 1929841 | 0.85% |
| 18 | MASTERCARD INCORPORATED | $770.7M | 1542577 | 0.81% |
| 19 | PALO ALTO NETWORKS INC | $770.5M | 4809361 | 0.81% |
| 20 | NXP SEMICONDUCTORS N V | $756.0M | 3842220 | 0.80% |
| 21 | TESLA INC | $713.8M | 1920417 | 0.75% |
| 22 | XCEL ENERGY INC | $704.8M | 8871863 | 0.74% |
| 23 | REPUBLIC SVCS INC | $678.6M | 3098403 | 0.72% |
| 24 | ASTRAZENECA PLC | $675.3M | 3481864 | 0.71% |
| 25 | FERGUSON ENTERPRISES INC | $668.8M | 2868181 | 0.71% |
| 26 | SERVICENOW INC | $635.7M | 6080250 | 0.67% |
| 27 | LAM RESEARCH CORP | $620.5M | 2905362 | 0.65% |
| 28 | VISA INC | $617.7M | 2043790 | 0.65% |
| 29 | DYNATRACE INC | $584.6M | 15809223 | 0.62% |
| 30 | INTUITIVE SURGICAL INC | $563.5M | 1222579 | 0.59% |
| 31 | PARKER-HANNIFIN CORP | $546.7M | 610750 | 0.58% |
| 32 | INTUIT | $544.4M | 1259170 | 0.57% |
| 33 | NETFLIX INC. | $541.9M | 5638250 | 0.57% |
| 34 | HUBSPOT INC | $534.0M | 2188191 | 0.56% |
| 35 | LINDE PLC | $533.4M | 1075893 | 0.56% |
| 36 | ARISTA NETWORKS INC | $520.2M | 4240951 | 0.55% |
| 37 | XYLEM INC | $518.0M | 4334794 | 0.55% |
| 38 | AUTODESK INC | $503.5M | 2103376 | 0.53% |
| 39 | PTC INC | $499.5M | 3505930 | 0.53% |
| 40 | CROWDSTRIKE HLDGS INC | $499.3M | 1279378 | 0.53% |
| 41 | AMERICAN EXPRESS CO | $439.0M | 1451606 | 0.46% |
| 42 | EATON CORP PLC | $428.9M | 1199271 | 0.45% |
| 43 | MICRON TECHNOLOGY INC | $415.7M | 1230731 | 0.44% |
| 44 | SEMPRA | $414.4M | 4264987 | 0.44% |
| 45 | JPMORGAN CHASE & CO | $410.7M | 1396192 | 0.43% |
| 46 | SOUTHERN CO | $408.9M | 4236493 | 0.43% |
| 47 | MARVELL TECHNOLOGY INC | $406.7M | 4106657 | 0.43% |
| 48 | AGILENT TECHNOLOGIES INC | $398.6M | 3497319 | 0.42% |
| 49 | SNOWFLAKE INC | $392.3M | 2600571 | 0.41% |
| 50 | ADVANCED MICRO DEVICES INC | $387.3M | 1904241 | 0.41% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.