| 1 | Cash & Other | 39,59% |
| 2 | NVIDIA CorpNVDA | 6,37% |
| 3 | Broadcom IncAVGO | 3,43% |
| 4 | Alphabet IncGOOGL | 3,26% |
| 5 | Micron Technology IncMU | 3,24% |
| 6 | Alphabet IncGOOG | 2,79% |
| 7 | Amazon.com IncAMZN | 2,61% |
| 8 | Apple IncAAPL | 2,49% |
| 9 | Sandisk CorpSNDK | 2,34% |
| 10 | Fortinet IncFTNT | 1,87% |
| 11 | Dell Technologies IncDELL | 1,76% |
| 12 | Advanced Micro Devices IncAMD | 1,75% |
| 13 | Lam Research CorpLRCX | 1,66% |
| 14 | Microsoft CorpMSFT | 1,58% |
| 15 | VeriSign IncVRSN | 1,29% |
| 16 | Salesforce IncCRM | 1,27% |
| 17 | Arista Networks IncANET | 1,27% |
| 18 | Hewlett Packard Enterprise CoHPE | 1,25% |
| 19 | Target CorpTGT | 1,22% |
| 20 | Meta Platforms IncMETA | 1,09% |
| 21 | Manhattan Associates IncMANH | 1,09% |
| 22 | Bank of America CorpBAC | 1,07% |
| 23 | Cisco Systems IncCSCO | 1,06% |
| 24 | Phillips 66PSX | 1,03% |
| 25 | Adobe IncADBE | 1,02% |
| 26 | Marathon Petroleum CorpMPC | 1% |
| 27 | General Motors CoGM | 0,98% |
| 28 | Valero Energy CorpVLO | 0,94% |
| 29 | Reddit IncRDDT | 0,91% |
| 30 | StoneX Group IncSNEX | 0,9% |
| 31 | Bank of New York Mellon Corp-TheBNY | 0,87% |
| 32 | Bread Financial Holdings IncBFH | 0,86% |
| 33 | State Street CorpSTT | 0,86% |
| 34 | Virtu Financial IncVIRT | 0,85% |
| 35 | Exelixis IncEXEL | 0,84% |
| 36 | Neurocrine Biosciences IncNBIX | 0,82% |
| 37 | 10X Genomics IncTXG | 0,82% |
| 38 | Halozyme Therapeutics IncHALO | 0,81% |
| 39 | Gilead Sciences IncGILD | 0,8% |
| 40 | Avnet IncAVT | 0,8% |
| 41 | AT&T IncT | 0,8% |
| 42 | Jazz Pharmaceuticals PLCJAZZ | 0,79% |
| 43 | Bristol-Myers Squibb CoBMY | 0,78% |
| 44 | Raymond James Financial IncRJF | 0,77% |
| 45 | GoDaddy IncGDDY | 0,76% |
| 46 | Western Digital CorpWDC | 0,75% |
| 47 | Incyte CorpINCY | 0,73% |
| 48 | Viatris IncVTRS | 0,73% |
| 49 | PNC Financial Services Group Inc-ThePNC | 0,71% |
| 50 | Centene CorpCNC | 0,71% |
| 51 | Northern Trust CorpNTRS | 0,7% |
| 52 | Archer-Daniels-Midland CoADM | 0,69% |
| 53 | UnitedHealth Group IncUNH | 0,69% |
| 54 | Macy's IncM | 0,67% |
| 55 | Walmart IncWMT | 0,66% |
| 56 | Citigroup IncC | 0,66% |
| 57 | McKesson CorpMCK | 0,65% |
| 58 | HF Sinclair CorpDINO | 0,64% |
| 59 | CVS Health CorpCVS | 0,64% |
| 60 | First BanCorp-Puerto RicoFBP | 0,64% |
| 61 | Cardinal Health IncCAH | 0,64% |
| 62 | Johnson & JohnsonJNJ | 0,63% |
| 63 | EMCOR Group IncEME | 0,6% |
| 64 | Cloudflare IncNET | 0,6% |
| 65 | APA CorpAPA | 0,59% |
| 66 | Best Buy Co IncBBY | 0,59% |
| 67 | Comfort Systems USA IncFIX | 0,58% |
| 68 | Cigna Group-TheCI | 0,58% |
| 69 | Frontdoor IncFTDR | 0,57% |
| 70 | Wells Fargo & CoWFC | 0,57% |
| 71 | Mueller Industries IncMLI | 0,56% |
| 72 | CarMax IncKMX | 0,56% |
| 73 | Altria Group IncMO | 0,55% |
| 74 | Sensata Technologies Holding PLCST | 0,55% |
| 75 | Everus Construction Group IncECG | 0,55% |
| 76 | AerCap Holdings NVAER | 0,54% |
| 77 | Merck & Co IncMRK | 0,54% |
| 78 | RTX CorpRTX | 0,54% |
| 79 | Biogen IncBIIB | 0,54% |
| 80 | Otis Worldwide CorpOTIS | 0,54% |
| 81 | Cummins IncCMI | 0,54% |
| 82 | DARLING INGREDIENTS INCDAR | 0,52% |
| 83 | PJT Partners IncPJT | 0,52% |
| 84 | MKS IncMKSI | 0,52% |
| 85 | EnerSysENS | 0,52% |
| 86 | eBay IncEBAY | 0,51% |
| 87 | Lockheed Martin CorpLMT | 0,51% |
| 88 | Nucor CorpNUE | 0,51% |
| 89 | Cargurus IncCARG | 0,51% |
| 90 | Commercial Metals CoCMC | 0,51% |
| 91 | UGI CorpUGI | 0,49% |
| 92 | Textron IncTXT | 0,49% |
| 93 | Murphy USA IncMUSA | 0,49% |
| 94 | Citizens Financial Group IncCFG | 0,49% |
| 95 | Etsy IncETSY | 0,49% |
| 96 | Lear CorpLEA | 0,49% |
| 97 | Prudential Financial IncPRU | 0,48% |
| 98 | Southern Copper CorpSCCO | 0,48% |
| 99 | Arrow Electronics IncARW | 0,48% |
| 100 | Eversource EnergyES | 0,46% |
