Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Microsoft Corp(MSFT) | 0 | 4,969,874 | +4,969,874 | 0 | 1,865,641 | 8.60% | +1,865,641 |
| Nvidia Corp(NVDA) | 0 | 11,501,243 | +11,501,243 | 0 | 1,246,505 | 5.75% | +1,246,505 |
| Meta Platforms Inc(META) | 0 | 1,313,595 | +1,313,595 | 0 | 757,104 | 3.49% | +757,104 |
| Visa Inc(V) | 0 | 1,035,697 | +1,035,697 | 0 | 362,970 | 1.67% | +362,970 |
| Mastercard Inc(MA) | 0 | 598,249 | +598,249 | 0 | 327,912 | 1.51% | +327,912 |
| Oracle Corp(ORCL) | 0 | 2,187,306 | +2,187,306 | 0 | 305,807 | 1.41% | +305,807 |
| Eli Lilly & Co(LLY) | 0 | 324,422 | +324,422 | 0 | 267,943 | 1.24% | +267,943 |
| Sandisk Corp(SNDK) | 0 | 4,906,280 | +4,906,280 | 0 | 233,588 | 1.08% | +233,588 |
| Western Digital Corp(WDC) | 0 | 5,576,463 | +5,576,463 | 0 | 225,456 | 1.04% | +225,456 |
| Take-Two Interactive Software Inc(TTWO) | 0 | 973,600 | +973,600 | 0 | 201,779 | 0.93% | +201,779 |
| Johnson & Johnson(JNJ) | 0 | 1,208,176 | +1,208,176 | 0 | 200,364 | 0.92% | +200,364 |
| Lam Research Corp(LRCX) | 0 | 2,574,059 | +2,574,059 | 0 | 187,134 | 0.86% | +187,134 |
| JPMorgan Chase & Co(JPM) | 0 | 756,894 | +756,894 | 0 | 185,666 | 0.86% | +185,666 |
| Unitedhealth Group Inc(UNH) | 0 | 331,789 | +331,789 | 0 | 173,774 | 0.80% | +173,774 |
| WalMart Inc(WMT) | 0 | 1,862,737 | +1,862,737 | 0 | 163,530 | 0.75% | +163,530 |
| T-Mobile US Inc(TMUS) | 0 | 600,007 | +600,007 | 0 | 160,028 | 0.74% | +160,028 |
| Tesla Inc(TSLA) | 0 | 605,566 | +605,566 | 0 | 156,938 | 0.72% | +156,938 |
| Zscaler Inc(ZS) | 0 | 748,376 | +748,376 | 0 | 148,493 | 0.68% | +148,493 |
| Taiwan Semiconductor-Sp Adr(TSM) | 0 | 886,278 | +886,278 | 0 | 147,087 | 0.68% | +147,087 |
| Booking Holdings Inc(BKNG) | 5,956 | 33,925 | +27,969 | 29,592 | 156,289 | 0.72% | +126,698 |
| Marvell Technology Inc(MRVL) | 0 | 2,015,860 | +2,015,860 | 0 | 124,117 | 0.57% | +124,117 |
| S&P Global Inc(SPGI) | 0 | 242,705 | +242,705 | 0 | 123,318 | 0.57% | +123,318 |
| Exxon Mobil Corp | 0 | 952,764 | +952,764 | 0 | 113,312 | 0.52% | +113,312 |
| ServiceNow Inc(NOW) | 0 | 140,959 | +140,959 | 0 | 112,223 | 0.52% | +112,223 |
| PepsiCo Inc(PEP) | 0 | 735,958 | +735,958 | 0 | 110,350 | 0.51% | +110,350 |
| Emerson Electric Co(EMR) | 0 | 916,663 | +916,663 | 0 | 100,503 | 0.46% | +100,503 |
| NextEra Energy Inc(NEE) | 0 | 1,409,395 | +1,409,395 | 0 | 99,912 | 0.46% | +99,912 |
| Thermo Fisher Scientific Inc(TMO) | 0 | 198,211 | +198,211 | 0 | 98,630 | 0.45% | +98,630 |
| Procter & Gamble Co/The(PG) | 0 | 566,072 | +566,072 | 0 | 96,470 | 0.44% | +96,470 |
| Netflix Inc(NFLX) | 0 | 100,699 | +100,699 | 0 | 93,905 | 0.43% | +93,905 |
| Accenture Plc IRELAND SHS CLASS A | 0 | 428,170 | +428,170 | 0 | 133,606 | 0.62% | +133,606 |
| Morgan Stanley(MS) | 0 | 778,556 | +778,556 | 0 | 90,834 | 0.42% | +90,834 |
| Home Depot Inc/The(HD) | 0 | 244,269 | +244,269 | 0 | 89,522 | 0.41% | +89,522 |
| Mercadolibre Inc(MELI) | 0 | 45,393 | +45,393 | 0 | 88,556 | 0.41% | +88,556 |
| Vertex Pharmaceuticals Inc(VRTX) | 0 | 176,531 | +176,531 | 0 | 85,586 | 0.39% | +85,586 |
| Medtronic Plc(MDT) | 0 | 950,614 | +950,614 | 0 | 85,422 | 0.39% | +85,422 |
| Adobe Inc(ADBE) | 0 | 448,322 | +448,322 | 0 | 171,945 | 0.79% | +171,945 |
| Goldman Sachs Group Inc/The(GS) | 0 | 143,286 | +143,286 | 0 | 78,276 | 0.36% | +78,276 |
| GE Aerospace(GE) | 0 | 390,264 | +390,264 | 0 | 78,111 | 0.36% | +78,111 |
| Merck & Co Inc(MRK) | 0 | 757,094 | +757,094 | 0 | 67,957 | 0.31% | +67,957 |
| Advanced Micro Devices inc(AMD) | 0 | 1,188,832 | +1,188,832 | 0 | 122,141 | 0.56% | +122,141 |
| Yum! Brands Inc(YUM) | 0 | 419,217 | +419,217 | 0 | 65,968 | 0.30% | +65,968 |
| Intel Corp(INTC) | 0 | 2,898,668 | +2,898,668 | 0 | 65,829 | 0.30% | +65,829 |
| Citigroup Inc(C) | 596,063 | 1,462,160 | +866,097 | 41,957 | 103,799 | 0.48% | +61,842 |
| HP Inc(HPQ) | 0 | 2,152,019 | +2,152,019 | 0 | 59,589 | 0.27% | +59,589 |
| Match Group Inc(MTCH) | 0 | 1,907,864 | +1,907,864 | 0 | 59,525 | 0.27% | +59,525 |
| Dell Technologies Inc(DELL) | 0 | 750,323 | +750,323 | 0 | 68,392 | 0.32% | +68,392 |
| Mcdonald's Corp(MCD) | 0 | 187,886 | +187,886 | 0 | 58,690 | 0.27% | +58,690 |
| Intuitive Surgical Inc | 0 | 117,652 | +117,652 | 0 | 58,270 | 0.27% | +58,270 |
| Verizon Communications Inc(VZ) | 0 | 1,266,255 | +1,266,255 | 0 | 57,437 | 0.26% | +57,437 |
| Skyworks Solutions Inc(SWKS) | 0 | 841,856 | +841,856 | 0 | 54,409 | 0.25% | +54,409 |
| Intercontinental Exchange Inc(ICE) | 0 | 313,729 | +313,729 | 0 | 54,118 | 0.25% | +54,118 |
| Salesforce Inc(CRM) | 0 | 201,107 | +201,107 | 0 | 53,969 | 0.25% | +53,969 |
| Schlumberger Nv(SLB) | 0 | 1,262,812 | +1,262,812 | 0 | 52,786 | 0.24% | +52,786 |
| Union Pacific Corp(UNP) | 0 | 207,184 | +207,184 | 0 | 48,945 | 0.23% | +48,945 |
| International Business Machines Corp(IBM) | 0 | 192,790 | +192,790 | 0 | 47,939 | 0.22% | +47,939 |
| International Flavors & Fragrances Inc(IFF) | 0 | 590,907 | +590,907 | 0 | 45,860 | 0.21% | +45,860 |
| Texas Instruments Inc(TXN) | 0 | 251,113 | +251,113 | 0 | 45,125 | 0.21% | +45,125 |
| Qualcomm Inc(QCOM) | 0 | 289,632 | +289,632 | 0 | 44,490 | 0.21% | +44,490 |
| Walt Disney Co/The(DIS) | 0 | 441,153 | +441,153 | 0 | 43,542 | 0.20% | +43,542 |
| Southern Co/The(SO) | 0 | 472,885 | +472,885 | 0 | 43,482 | 0.20% | +43,482 |
| Linde PLC(LIN) | 0 | 92,999 | +92,999 | 0 | 43,304 | 0.20% | +43,304 |
| Wells Fargo & Co(WFC) | 0 | 585,727 | +585,727 | 0 | 42,049 | 0.19% | +42,049 |
| MasTec Inc(MTZ) | 0 | 355,222 | +355,222 | 0 | 41,458 | 0.19% | +41,458 |
| Progressive Corp(PGR) | 0 | 145,860 | +145,860 | 0 | 41,280 | 0.19% | +41,280 |
| TJX Cos Inc(TJX) | 0 | 338,759 | +338,759 | 0 | 41,261 | 0.19% | +41,261 |
| Uber Technologies Inc(UBER) | 0 | 539,433 | +539,433 | 0 | 39,303 | 0.18% | +39,303 |
| Waste Management Inc(WM) | 0 | 168,840 | +168,840 | 0 | 39,088 | 0.18% | +39,088 |
| Illinois Tool Works Inc(ITW) | 0 | 152,958 | +152,958 | 0 | 37,935 | 0.17% | +37,935 |
| Hartford Financial Services Group Inc(HIG) | 0 | 300,059 | +300,059 | 0 | 37,126 | 0.17% | +37,126 |
| 3M Co(MMM) | 0 | 249,586 | +249,586 | 0 | 36,654 | 0.17% | +36,654 |
| Parker-Hannifin Corp(PH) | 0 | 59,762 | +59,762 | 0 | 36,326 | 0.17% | +36,326 |
| Viking Holdings Ltd(VIK) | 0 | 874,298 | +874,298 | 0 | 34,771 | 0.16% | +34,771 |
| Coca-Cola Europacific Partne SHS | 1,034,531 | 1,373,569 | +339,038 | 64,410 | 98,375 | 0.45% | +33,965 |
| Marsh & Mclennan Cos Inc(MRSH) | 0 | 135,455 | +135,455 | 0 | 33,055 | 0.15% | +33,055 |
| Chubb Ltd COM | 0 | 562,263 | +562,263 | 0 | 169,798 | 0.78% | +169,798 |
| Fiserv Inc(FISV) | 0 | 147,808 | +147,808 | 0 | 32,640 | 0.15% | +32,640 |
| Regeneron Pharmaceuticals Inc(REGN) | 0 | 50,127 | +50,127 | 0 | 31,792 | 0.15% | +31,792 |
| Mckesson Corp(MCK) | 0 | 47,027 | +47,027 | 0 | 31,649 | 0.15% | +31,649 |
| Prologis Inc(PLD) | 0 | 279,184 | +279,184 | 0 | 31,210 | 0.14% | +31,210 |
| Palantir Technologies Inc(PLTR) | 0 | 361,373 | +361,373 | 0 | 30,500 | 0.14% | +30,500 |
| Pfizer Inc(PFE) | 0 | 1,192,726 | +1,192,726 | 0 | 30,224 | 0.14% | +30,224 |
| United Parcel Service Inc(UPS) | 0 | 272,419 | +272,419 | 0 | 29,963 | 0.14% | +29,963 |
| Mondelez International Inc(MDLZ) | 0 | 431,126 | +431,126 | 0 | 29,252 | 0.13% | +29,252 |
| Eaton Corp PLC(ETN) | 0 | 106,608 | +106,608 | 0 | 28,979 | 0.13% | +28,979 |
| Vail Resorts Inc(MTN) | 0 | 181,011 | +181,011 | 0 | 28,965 | 0.13% | +28,965 |
| Republic Services Inc(RSG) | 0 | 115,765 | +115,765 | 0 | 28,034 | 0.13% | +28,034 |
| Equinix Inc(EQIX) | 0 | 34,116 | +34,116 | 0 | 27,816 | 0.13% | +27,816 |
| TransDigm Group Inc(TDG) | 0 | 19,983 | +19,983 | 0 | 27,642 | 0.13% | +27,642 |
| Intuit Inc(INTU) | 0 | 44,814 | +44,814 | 0 | 27,515 | 0.13% | +27,515 |
| Arista Networks Inc(ANET) | 194,029 | 622,011 | +427,982 | 21,446 | 48,193 | 0.22% | +26,747 |
| Stryker Corp(SYK) | 0 | 71,374 | +71,374 | 0 | 26,569 | 0.12% | +26,569 |
| State Street Corp(STT) | 0 | 291,014 | +291,014 | 0 | 26,054 | 0.12% | +26,054 |
| Gilead Sciences Inc(GILD) | 0 | 228,063 | +228,063 | 0 | 25,554 | 0.12% | +25,554 |
| Public Service Enterprise Group Inc(PEG) | 0 | 310,019 | +310,019 | 0 | 25,515 | 0.12% | +25,515 |
| Berkshire Hathaway Inc | 338,400 | 335,258 | -3,142 | 153,390 | 178,552 | 0.82% | +25,162 |
| Enphase Energy Inc(ENPH) | 0 | 404,576 | +404,576 | 0 | 25,104 | 0.12% | +25,104 |
| Embraer SA ADR(EMBJ) | 0 | 539,855 | +539,855 | 0 | 24,941 | 0.11% | +24,941 |
| Nike Inc(NKE) | 0 | 391,235 | +391,235 | 0 | 24,836 | 0.11% | +24,836 |
| Kkr & Co Inc(KKR) | 0 | 211,270 | +211,270 | 0 | 24,425 | 0.11% | +24,425 |