Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 13,886,957 | 14,342,426 | +455,469 | 1,505,068 | 2,265,960 | 6.51% | +760,891 |
| MICROSOFT CORP(MSFT) | 3,795,788 | 4,114,009 | +318,221 | 1,424,901 | 2,046,349 | 5.88% | +621,448 |
| BROADCOM INC(AVGO) | 2,246,543 | 2,415,767 | +169,224 | 376,139 | 665,906 | 1.91% | +289,767 |
| META PLATFORMS INC(META) | 846,243 | 975,049 | +128,806 | 487,741 | 719,674 | 2.07% | +231,933 |
| NETFLIX INC(NFLX) | 158,096 | 250,820 | +92,724 | 147,429 | 335,881 | 0.96% | +188,451 |
| AMAZON COM INC(AMZN) | 6,026,518 | 6,055,117 | +28,599 | 1,146,605 | 1,328,432 | 3.82% | +181,827 |
| SERVICENOW INC(NOW) | 261,664 | 341,672 | +80,008 | 208,321 | 351,266 | 1.01% | +142,945 |
| EATON CORP PLC(ETN) | 610,649 | 838,519 | +227,870 | 165,993 | 299,343 | 0.86% | +133,350 |
| TRACTOR SUPPLY CO(TSCO) | 474,727 | 2,459,895 | +1,985,168 | 26,157 | 129,809 | 0.37% | +103,651 |
| HONEYWELL INTL INC(HON) | 101,521 | 436,605 | +335,084 | 21,497 | 101,677 | 0.29% | +80,180 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 816,800 | 949,201 | +132,401 | 135,589 | 214,985 | 0.62% | +79,396 |
| UBER TECHNOLOGIES INC(UBER) | 2,282,458 | 2,536,333 | +253,875 | 166,300 | 236,640 | 0.68% | +70,340 |
| COSTCO WHSL CORP NEW(COST) | 338,693 | 394,083 | +55,390 | 320,329 | 390,119 | 1.12% | +69,789 |
| ALPHABET INC(GOOG) | 2,725,280 | 2,733,319 | +8,039 | 421,437 | 481,693 | 1.38% | +60,256 |
| ORACLE CORP(ORCL) | 306,249 | 466,887 | +160,638 | 42,817 | 102,076 | 0.29% | +59,259 |
| LINDE PLC(LIN) | 526,200 | 648,443 | +122,243 | 245,020 | 304,236 | 0.87% | +59,217 |
| RTX CORPORATION(RTX) | 110,671 | 503,552 | +392,881 | 14,659 | 73,529 | 0.21% | +58,869 |
| ADVANCED MICRO DEVICES INC(AMD) | 593,367 | 841,174 | +247,807 | 60,963 | 119,363 | 0.34% | +58,400 |
| ARM HOLDINGS PLC | 421,922 | 629,816 | +207,894 | 45,057 | 101,866 | 0.29% | +56,809 |
| MASTERCARD INCORPORATED(MA) | 262,414 | 352,913 | +90,499 | 143,834 | 198,316 | 0.57% | +54,482 |
| TRANE TECHNOLOGIES PLC(TT) | 334,496 | 381,320 | +46,824 | 112,698 | 166,793 | 0.48% | +54,095 |
| ROYAL BK CDA(RY) | 635,738 | 955,241 | +319,503 | 71,660 | 125,662 | 0.36% | +54,002 |
| TE CONNECTIVITY PLC(TEL) | 332,975 | 569,419 | +236,444 | 47,056 | 96,044 | 0.28% | +48,988 |
| PARKER-HANNIFIN CORP(PH) | 94,448 | 152,118 | +57,670 | 57,410 | 106,250 | 0.31% | +48,840 |
| BOSTON SCIENTIFIC CORP(BSX) | 2,194,616 | 2,511,927 | +317,311 | 221,393 | 269,806 | 0.78% | +48,413 |
| MORGAN STANLEY(MS) | 263,004 | 553,866 | +290,862 | 30,685 | 78,018 | 0.22% | +47,333 |
| BOOKING HOLDINGS INC(BKNG) | 36,981 | 37,480 | +499 | 170,368 | 216,981 | 0.62% | +46,613 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 593,073 | 706,056 | +112,983 | 50,055 | 96,250 | 0.28% | +46,194 |
| NEWMONT CORP(NEM) | 821,967 | 1,460,365 | +638,398 | 39,685 | 85,081 | 0.24% | +45,396 |
| AUTODESK INC | 878,924 | 888,404 | +9,480 | 230,102 | 275,023 | 0.79% | +44,921 |
| TESLA INC(TSLA) | 795,274 | 789,306 | -5,968 | 206,103 | 250,731 | 0.72% | +44,628 |
| CISCO SYS INC(CSCO) | 3,012,027 | 3,317,243 | +305,216 | 185,872 | 230,150 | 0.66% | +44,278 |
| VISA INC(V) | 1,599,518 | 1,701,736 | +102,218 | 560,567 | 604,201 | 1.74% | +43,634 |
| CLOUDFLARE INC(NET) | 65,783 | 259,364 | +193,581 | 7,413 | 50,791 | 0.15% | +43,378 |
| INTUITIVE SURGICAL INC | 667,033 | 686,237 | +19,204 | 330,361 | 372,908 | 1.07% | +42,547 |
| JPMORGAN CHASE & CO.(JPM) | 768,495 | 789,932 | +21,437 | 188,512 | 229,009 | 0.66% | +40,497 |
| MCKESSON CORP(MCK) | 40,132 | 91,625 | +51,493 | 27,008 | 67,141 | 0.19% | +40,133 |
| ALPHABET INC(GOOG) | 3,082,982 | 2,933,325 | -149,657 | 481,654 | 520,343 | 1.49% | +38,688 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 1,134,148 | 1,057,706 | -76,442 | 288,448 | 325,932 | 0.94% | +37,484 |
| SHOPIFY INC(SHOP) | 216,070 | 503,660 | +287,590 | 20,630 | 58,097 | 0.17% | +37,467 |
| MERCADOLIBRE INC(MELI) | 31,238 | 37,454 | +6,216 | 60,941 | 97,891 | 0.28% | +36,950 |
| AMERICAN EXPRESS CO(AXP) | 658,194 | 669,915 | +11,721 | 177,087 | 213,689 | 0.61% | +36,602 |
| MONOLITHIC PWR SYS INC(MPWR) | 70,750 | 104,584 | +33,834 | 41,034 | 76,491 | 0.22% | +35,457 |
| XYLEM INC(XYL) | 492,754 | 725,749 | +232,995 | 58,864 | 93,883 | 0.27% | +35,018 |
| DEXCOM INC(DXCM) | 2,272,778 | 2,167,155 | -105,623 | 155,208 | 189,171 | 0.54% | +33,963 |
| MICRON TECHNOLOGY INC(MU) | 470,665 | 599,279 | +128,614 | 40,896 | 73,861 | 0.21% | +32,965 |
| ROYAL CARIBBEAN GROUP COM | 201,639 | 234,019 | +32,380 | 41,425 | 73,281 | 0.21% | +31,856 |
| LAM RESEARCH CORP(LRCX) | 629,817 | 793,787 | +163,970 | 45,788 | 77,267 | 0.22% | +31,480 |
| NUTANIX INC(NTNX) | 60,662 | 449,574 | +388,912 | 4,235 | 34,365 | 0.10% | +30,131 |
| ALIBABA GROUP HLDG LTD(BABA) | 717,380 | 1,100,953 | +383,573 | 94,859 | 124,859 | 0.36% | +30,000 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 69,252 | 88,633 | +19,381 | 38,091 | 68,012 | 0.20% | +29,921 |
| CANADIAN IMPERIAL BK COMM(CM) | 623,740 | 913,458 | +289,718 | 35,117 | 64,700 | 0.19% | +29,584 |
| COCA COLA CO(KO) | 1,915,817 | 2,350,042 | +434,225 | 137,211 | 166,265 | 0.48% | +29,055 |
| EMCOR GROUP INC(EME) | 51,999 | 89,947 | +37,948 | 19,220 | 48,112 | 0.14% | +28,891 |
| ECOLAB INC(ECL) | 453,955 | 532,233 | +78,278 | 115,087 | 143,405 | 0.41% | +28,318 |
| APPLIED MATLS INC | 664,545 | 681,221 | +16,676 | 96,439 | 124,711 | 0.36% | +28,272 |
| COLGATE PALMOLIVE CO(CL) | 782,024 | 1,115,025 | +333,001 | 73,276 | 101,356 | 0.29% | +28,080 |
| KIMBERLY-CLARK CORP(KMB) | 447,718 | 709,234 | +261,516 | 63,674 | 91,434 | 0.26% | +27,760 |
| APPLOVIN CORP(APP) | 51,156 | 110,774 | +59,618 | 13,555 | 38,780 | 0.11% | +25,225 |
| MONDELEZ INTL INC(MDLZ) | 252,576 | 606,549 | +353,973 | 17,137 | 40,906 | 0.12% | +23,768 |
| FERGUSON ENTERPRISES INC(FERG) | 4,757 | 111,337 | +106,580 | 762 | 24,244 | 0.07% | +23,481 |
| JFROG LTD(FROG) | 379,366 | 810,015 | +430,649 | 12,140 | 35,543 | 0.10% | +23,404 |
| BARRICK MNG CORP(B) | 0 | 1,115,319 | +1,115,319 | 0 | 23,221 | 0.07% | +23,221 |
| IDEXX LABS INC(IDXX) | 21,234 | 59,141 | +37,907 | 8,917 | 31,720 | 0.09% | +22,802 |
| HARTFORD INSURANCE GROUP INC(HIG) | 77,870 | 253,345 | +175,475 | 9,635 | 32,142 | 0.09% | +22,507 |
| BENTLEY SYS INC(BSY) | 1,561,330 | 1,545,265 | -16,065 | 61,423 | 83,398 | 0.24% | +21,975 |
| MONDAY COM LTD SHS | 0 | 68,898 | +68,898 | 0 | 21,667 | 0.06% | +21,667 |
| CINTAS CORP(CTAS) | 211,376 | 291,901 | +80,525 | 43,444 | 65,056 | 0.19% | +21,612 |
| CROWDSTRIKE HLDGS INC(CRWD) | 125,402 | 129,002 | +3,600 | 44,214 | 65,702 | 0.19% | +21,488 |
| BERKSHIRE HATHAWAY INC DEL | 129,775 | 186,208 | +56,433 | 69,116 | 90,454 | 0.26% | +21,339 |
| ZSCALER INC(ZS) | 171,632 | 174,416 | +2,784 | 34,055 | 54,756 | 0.16% | +20,701 |
| VEEVA SYS INC(VEEV) | 202,080 | 234,176 | +32,096 | 46,808 | 67,438 | 0.19% | +20,630 |
| TARGET CORP(TGT) | 61,268 | 271,461 | +210,193 | 6,394 | 26,780 | 0.08% | +20,386 |
| GRAINGER W W INC(GWW) | 56,081 | 72,830 | +16,749 | 55,398 | 75,761 | 0.22% | +20,362 |
| FAIR ISAAC CORP(FICO) | 2,887 | 13,964 | +11,077 | 5,324 | 25,526 | 0.07% | +20,202 |
| STRYKER CORPORATION(SYK) | 130,551 | 173,884 | +43,333 | 48,598 | 68,794 | 0.20% | +20,196 |
| AMGEN INC(AMGN) | 275,631 | 379,296 | +103,665 | 85,873 | 105,903 | 0.30% | +20,030 |
| CENCORA INC | 229,105 | 279,169 | +50,064 | 63,712 | 83,709 | 0.24% | +19,997 |
| CATERPILLAR INC(CAT) | 141,283 | 170,806 | +29,523 | 46,595 | 66,309 | 0.19% | +19,713 |
| STANTEC INC(STN) | 111,295 | 266,179 | +154,884 | 9,220 | 28,928 | 0.08% | +19,709 |
| NXP SEMICONDUCTORS N V COM | 608,905 | 618,743 | +9,838 | 115,728 | 135,189 | 0.39% | +19,461 |
| AXON ENTERPRISE INC(AXON) | 226,741 | 167,210 | -59,531 | 119,254 | 138,440 | 0.40% | +19,185 |
| SNOWFLAKE INC(SNOW) | 250,976 | 247,233 | -3,743 | 36,683 | 55,323 | 0.16% | +18,641 |
| EBAY INC.(EBAY) | 580,068 | 777,737 | +197,669 | 39,288 | 57,910 | 0.17% | +18,622 |
| ALLSTATE CORP(ALL) | 58,253 | 150,428 | +92,175 | 12,062 | 30,283 | 0.09% | +18,220 |
| ENSIGN GROUP INC(ENSG) | 68,339 | 172,802 | +104,463 | 8,843 | 26,656 | 0.08% | +17,813 |
| SNAP ON INC(SNA) | 18,789 | 77,132 | +58,343 | 6,332 | 24,002 | 0.07% | +17,670 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 1,650,366 | 2,107,460 | +457,094 | 25,465 | 43,098 | 0.12% | +17,632 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 282,778 | 296,816 | +14,038 | 70,316 | 87,495 | 0.25% | +17,180 |
| DEERE & CO(DE) | 83,047 | 110,411 | +27,364 | 38,978 | 56,143 | 0.16% | +17,165 |
| SEA LTD(SE) | 330,268 | 375,496 | +45,228 | 43,097 | 60,057 | 0.17% | +16,960 |
| PAR TECHNOLOGY CORP(PAR) | 64,976 | 298,985 | +234,009 | 3,986 | 20,741 | 0.06% | +16,755 |
| DICKS SPORTING GOODS INC(DKS) | 0 | 83,189 | +83,189 | 0 | 16,456 | 0.05% | +16,456 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 174,272 | +174,272 | 0 | 16,136 | 0.05% | +16,136 |
| OMNICOM GROUP INC(OMC) | 158,892 | 404,236 | +245,344 | 13,174 | 29,081 | 0.08% | +15,907 |
| AUTOZONE INC(AZO) | 3,561 | 7,860 | +4,299 | 13,577 | 29,178 | 0.08% | +15,601 |
| ANALOG DEVICES INC(ADI) | 146,342 | 189,400 | +43,058 | 29,513 | 45,081 | 0.13% | +15,568 |
| ABBOTT LABS | 1,117,562 | 1,200,987 | +83,425 | 148,245 | 163,346 | 0.47% | +15,102 |
| RESMED INC(RMD) | 63,980 | 112,977 | +48,997 | 14,322 | 29,148 | 0.08% | +14,826 |
| WILLIAMS SONOMA INC(WSM) | 4,470 | 94,749 | +90,279 | 707 | 15,479 | 0.04% | +14,772 |