| 1 | TAIWAN SEMICONDUCTORTSM | 6,42% |
| 2 | ALPHABET INC-CL A -GOOGL | 4,83% |
| 3 | CASH | 4,52% |
| 4 | ASML HOLDING NV COMMONASML.AS | 4,2% |
| 5 | PRYSMIAN SPA COMMON STOCKPRY.MI | 3,72% |
| 6 | FUJIKURA LTD COMMON STOCK5803.T | 3,55% |
| 7 | CISCO SYSTEMS INC COMMONCSCO | 3,47% |
| 8 | MICROSOFT CORP COMMONMSFT | 3,37% |
| 9 | ADVANCED MICRO DEVICESAMD | 3,29% |
| 10 | SANDOZ GROUP AG COMMONSDZ.SW | 3,25% |
| 11 | SCHNEIDER ELECTRIC SESU.PA | 3,03% |
| 12 | TRANE TECHNOLOGIES PLCTT | 2,98% |
| 13 | APPLE INC COMMON STOCKAAPL | 2,89% |
| 14 | NVIDIA CORP COMMON STOCKNVDA | 2,79% |
| 15 | NVENT ELECTRIC PLC COMMONNVT | 2,69% |
| 16 | ASTRAZENECA PLC COMMONAZN.L | 2,6% |
| 17 | ABBVIE INC COMMON STOCKABBV | 2,55% |
| 18 | SERVICENOW INC COMMONNOW | 2,46% |
| 19 | SAP SE COMMON STOCK EUR 0SAP.DE | 2,34% |
| 20 | CONSTELLATION SOFTWARECSU.TO | 2,32% |
| 21 | AIR PRODUCTS ANDAPD | 2,16% |
| 22 | CORTEVA INC COMMON STOCKCTVA | 2,13% |
| 23 | ANTOFAGASTA PLC COMMONANTO.L | 2,09% |
| 24 | NOVARTIS AG COMMON STOCKNOVN.SW | 2,08% |
| 25 | NINTENDO CO LTD COMMON7974.T | 2,04% |
| 26 | LINDE PLC COMMON STOCKLIN.DE | 2,03% |
| 27 | ABB LTD COMMON STOCK CHFABBN.SW | 1,99% |
| 28 | BROADCOM INC COMMON STOCKAVGO | 1,97% |
| 29 | CRH PLC COMMON STOCK EURCRH.L | 1,97% |
| 30 | WASTE MANAGEMENT INCWM | 1,92% |
| 31 | L''OREAL SA COMMON STOCKOR.PA | 1,88% |
| 32 | GSK PLC COMMON STOCK GBPGSK.L | 1,75% |
| 33 | AUTOZONE INC COMMON STOCKAZO | 1,67% |
| 34 | UNILEVER PLC COMMON STOCKULVR.L | 1,64% |
| 35 | THE PROCTER & GAMBLEPG | 1,4% |
| 36 | TYLER TECHNOLOGIES INCTYL | 1,18% |
| 37 | AGNICO EAGLE MINES LTDAEM.TO | 1,03% |
| 38 | NOVO NORDISK A/S COMMONNOVO-B.CO | 0,84% |
| 39 | EDWARDS LIFESCIENCES CORPEW | 0,49% |
| 40 | FUJI ELECTRIC CO LTD6504.T | 0,47% |
| 41 | SIEMENS HEALTHINEERS AGSHL.DE | 0,01% |
| 42 | ASSA ABLOY AB COMMONASSA-B.ST | 0% |
