| 1 | TAIWAN SEMICONDUCTOR MFG CO LT2330.TW | 6,61% |
| 2 | TERADYNE INCTER | 5,69% |
| 3 | DEERE & CODE | 5,55% |
| 4 | NVIDIA CORPNVDA | 5,1% |
| 5 | AXON ENTERPRISE INCAXON | 3,97% |
| 6 | PALANTIR TECHNOLOGIES INCPLTR | 3,55% |
| 7 | SIEMENS AG (REGD)SIE.DE | 3,22% |
| 8 | THK CO LTD6481.T | 3,06% |
| 9 | ALPHABET INC CL CGOOG | 2,82% |
| 10 | DAIFUKU CO LTD6383.T | 2,69% |
| 11 | KEYENCE CORP6861.T | 2,65% |
| 12 | SECURITIES LENDING CF | 2,62% |
| 13 | EMERSON ELECTRIC COEMR | 2,56% |
| 14 | AIRTAC INTERNATIONAL GROUP1590.TW | 2,45% |
| 15 | SMC CORP6273.T | 2,34% |
| 16 | MISUMI GROUP INC9962.T | 2,25% |
| 17 | AMAZON.COM INCAMZN | 2,14% |
| 18 | RENISHAW PLC ORDRSW.L | 2,13% |
| 19 | KOMATSU LTD6301.T | 1,92% |
| 20 | SANDVIK ABSAND.ST | 1,91% |
| 21 | RECRUIT HOLDINGS CO LTD6098.T | 1,88% |
| 22 | UBER TECHNOLOGIES INCUBER | 1,84% |
| 23 | ROCKWELL AUTOMATION INCROK | 1,75% |
| 24 | DASSAULT SYSTEMES SADSY.PA | 1,72% |
| 25 | SHENZHEN INOVANCE TEC CO LTD A300124.SZ | 1,66% |
| 26 | HIWIN TECHNOLOGIES CORP2049.TW | 1,65% |
| 27 | HEXAGON AB SER BHEXA-B.ST | 1,63% |
| 28 | CATERPILLAR INCCAT | 1,61% |
| 29 | AMETEK INC NEWAME | 1,59% |
| 30 | FANUC CORPORATION6954.T | 1,56% |
| 31 | EPIROC AB CL AEPI-A.ST | 1,52% |
| 32 | TESLA INCTSLA | 1,51% |
| 33 | PTC INCPTC | 1,47% |
| 34 | BYD COMPANY LTD H81211.HK | 1,26% |
| 35 | KARDEX AG REGKARN.SW | 1,24% |
| 36 | SYNOPSYS INCSNPS | 1,23% |
| 37 | BETA TECHNOLOGIES INCBETA | 1,15% |
| 38 | ATS CORPATS.TO | 1,15% |
| 39 | MICROSOFT CORPMSFT | 1,13% |
| 40 | SYMBOTIC INCSYM | 1,07% |
| 41 | TELEDYNE TECHNOLOGIES INCTDY | 1% |
| 42 | ROCKET LAB CORPRKLB | 0,96% |
| 43 | CASH CF | 0,83% |
| 44 | MANHATTAN ASSOCIATES INCMANH | 0,82% |
| 45 | AUTODESK INCADSK | 0,81% |
| 46 | INTUITIVE SURGICAL INCISRG | 0,71% |
| 47 | ESTUN AUTOMATION CO LTD A002747.SZ | 0,69% |
| 48 | HESAI GROUP ADRHSAI | 0,53% |
| 49 | PONY AI INC ADRPONY | 0,5% |
| 50 | NEMETSCHEK SENEM.DE | 0,46% |
| 51 | OCTAVE INTELLIGENCE PLC | 0,32% |
| 52 | US DOLLAR | 0,02% |
| 53 | EUROPEAN MONETARY UNIT (EURO) | 0% |
| 54 | UK POUND | 0% |
| 55 | NEW TAIWAN DOLLAR | 0% |
| 56 | JAPANESE YEN | 0% |
| 57 | NET OTHER ASSETS | -2,49% |
