| 1 | TAIWAN SEMICONDUCTOR SP ADRTSM | 7,64% |
| 2 | NVIDIA CORPNVDA | 7,45% |
| 3 | LAM RESEARCH CORPLRCX | 6,77% |
| 4 | SPACE EXPLORATION TECHN CL ASPCX | 6,48% |
| 5 | ALPHABET INC CL CGOOG | 6,24% |
| 6 | SPOTIFY TECHNOLOGY SA639.DE | 5,4% |
| 7 | MICRON TECHNOLOGY INCMU | 4,95% |
| 8 | BROADCOM INCAVGO | 4,93% |
| 9 | AMAZON.COM INCAMZN | 4,58% |
| 10 | SHOPIFY INC CLASS ASHOP.TO | 3,48% |
| 11 | ADVANCED MICRO DEVICESAMD | 3,43% |
| 12 | TESLA INCTSLA | 3,18% |
| 13 | COHERENT CORPCOHR | 2,81% |
| 14 | RUBRIK INC ARBRK | 2,59% |
| 15 | ASML HOLDING NV NY REG SHSASML | 2,17% |
| 16 | HINGE HEALTH INC AHNGE | 2,11% |
| 17 | SAMSARA INC CL AIOT | 2,03% |
| 18 | BLOOM ENERGY CORP ABE | 2,01% |
| 19 | AXON ENTERPRISE INCAXON | 1,92% |
| 20 | LUMENTUM HOLDINGS INCLITE | 1,86% |
| 21 | MONOLITHIC POWER SYSTEMS INCMPWR | 1,54% |
| 22 | QUANTA SERVICES INCPWR | 1,42% |
| 23 | GDS HOLDINGS LTD ADRGDS | 1,32% |
| 24 | CROWDSTRIKE HOLDINGS INC ACRWD | 1,31% |
| 25 | ARISTA NETWORKS INCANET | 1,24% |
| 26 | META PLATFORMS INC CLASS AMETA | 1,06% |
| 27 | FORGENT POWER SOLUTIONS CL AFPS | 1,05% |
| 28 | CLOUDFLARE INC CLASS ANET | 1,05% |
| 29 | INDIE SEMICONDUCTOR INC AINDI | 1,01% |
| 30 | SK HYNIX INC000660.KS | 0,96% |
| 31 | SEAGATE TECHNOLOGY HOLDINGSSTX | 0,88% |
| 32 | ENTEGRIS INCENTG | 0,78% |
| 33 | DATADOG INC CLASS ADDOG | 0,69% |
| 34 | WELLTOWER INCWELL | 0,65% |
| 35 | CEREBRAS SYSTEMS INC ACBRS | 0,65% |
| 36 | DPC HOLDINGS PLCDPC | 0,64% |
| 37 | FERVO ENERGY CO AFRVO | 0,62% |
| 38 | GUIDEWIRE SOFTWARE INCGWRE | 0,52% |
| 39 | SIMA TECHNOLOGIES SERIES C | 0,42% |
| 40 | INNIO NVINIO | 0,09% |
| 41 | CASH AND FOREIGN CURRENCY | 0,07% |
| 42 | OTHER ASSETS AND LIABILITIES-NET | 0% |
