| 1 | NVIDIA CORPNVDA | 6,46% |
| 2 | APPLE INCAAPL | 5,46% |
| 3 | MICROSOFT CORPMSFT | 4,34% |
| 4 | WELLTOWER INCWELL | 4,12% |
| 5 | PROLOGIS INC REITPLD | 4,01% |
| 6 | VALERO ENERGY CORPVLO | 3,89% |
| 7 | TECHNIPFMC PLCFTI | 3,55% |
| 8 | TARGA RESOURCES CORPTRGP | 3,39% |
| 9 | COCA COLA COCCC3.DE | 2,97% |
| 10 | DARLING INGREDIENTS INCDAR | 2,66% |
| 11 | ELI LILLY & COLLY | 2,55% |
| 12 | MONSTER BEVERAGE CORPMNST | 2,38% |
| 13 | JOHNSON & JOHNSONJNJ | 2,35% |
| 14 | CASEY GENERAL STORES | 2,27% |
| 15 | MERCK & CO INC NEWMRK | 2,08% |
| 16 | ABBVIE INCABBV | 2,04% |
| 17 | BROADCOM INCAVGO | 2,03% |
| 18 | CATERPILLAR INCCAT | 1,79% |
| 19 | GE AEROSPACEGE | 1,69% |
| 20 | GE VERNOVA INCGEV.TO | 1,61% |
| 21 | RTX CORPRTX | 1,58% |
| 22 | BLOOM ENERGY CORP CL ABE | 1,57% |
| 23 | VERTIV HOLDINGS COVRT | 1,51% |
| 24 | REVOLUTION MEDICINES INCRVMD | 1,48% |
| 25 | MICRON TECHNOLOGY INCMU | 1,45% |
| 26 | ALPHABET INC CL AGOOG | 1,42% |
| 27 | ARROWHEAD PHARMACEUTICALS INCARWR | 1,36% |
| 28 | BRIGHTSPRING HEALTH SERVICES INCBTSG | 1,35% |
| 29 | ROIVANT SCIENCES LTDROIV | 1,35% |
| 30 | HOWMET AEROSPACE INCHWM | 1,34% |
| 31 | COMFORT SYSTEMS USA INCFIX | 1,34% |
| 32 | STERLING INFRASTRUCTURE INCSTRL | 1,23% |
| 33 | ROCKET LAB CORPRKLB | 1,18% |
| 34 | SPYRE THERAPEUTICS INCSYRE | 1,16% |
| 35 | AMAZON.COM INCAMZN | 1,06% |
| 36 | ADVANCED MICRO DEVICES INCAMD | 1,01% |
| 37 | JPMORGAN CHASE & COJPM | 0,89% |
| 38 | BERKSHIRE HATHAWAY INC CL BBRK-A | 0,86% |
| 39 | INTEL CORPINTC | 0,64% |
| 40 | CISCO SYSTEMS INCCSCO | 0,61% |
| 41 | LAM RESEARCH CORPLRCX | 0,57% |
| 42 | META PLATFORMS INC CL AMETA | 0,57% |
| 43 | BANK OF AMERICA CORPORATIONBAC | 0,54% |
| 44 | APPLIED MATERIALS INCAMAT | 0,53% |
| 45 | TESLA INCTSLA | 0,49% |
| 46 | SANDISK CORPORATIONSNDK | 0,48% |
| 47 | GOLDMAN SACHS GROUP INCGSBD | 0,47% |
| 48 | WELLS FARGO & COWFC | 0,46% |
| 49 | MORGAN STANLEYMS | 0,45% |
| 50 | CITIGROUP INCC | 0,43% |
| 51 | PALO ALTO NETWORKS INCPANW | 0,43% |
| 52 | KLA CORPKLAC | 0,41% |
| 53 | TEXAS INSTRUMENTS INCTXN | 0,39% |
| 54 | AMERICAN EXPRESS COAXP | 0,37% |
| 55 | MARVELL TECHNOLOGY INCMRVL | 0,37% |
| 56 | AMPHENOL CORPORATION CL AAPH | 0,36% |
| 57 | BANK OF NEW YORK MELLON CORPBNY | 0,36% |
| 58 | SEAGATE TECHNOLOGY HOLDINGS PLCSTX | 0,35% |
| 59 | CHUBB LTD0VQD.L | 0,34% |
| 60 | OSCAR HEALTH INC - CLASS AOSCR | 0,34% |
| 61 | DELL TECHNOLOGIES INC CL CDELL | 0,33% |
| 62 | ANALOG DEVICES INCADI | 0,33% |
| 63 | WESTERN DIGITAL CORPWDC | 0,32% |
| 64 | STATE STREET CORPSTT | 0,32% |
| 65 | CORNING INCGLW | 0,27% |
| 66 | LUMENTUM HOLDINGS INCLITE | 0,22% |
| 67 | KEYSIGHT TECHNOLOGIES INCKEYS | 0,2% |
| 68 | TERADYNE INCTER | 0,19% |
| 69 | COHERENT CORPCOHR | 0,18% |
| 70 | FLEX LTDFLEX | 0,17% |
| 71 | CIENA CORPCIEN | 0,16% |
| 72 | MKS INCMKSI | 0,14% |
| 73 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INCMTSI | 0,14% |
| 74 | TJX COMPANIES INC NEW | 0,14% |
| 75 | TTM TECHNOLOGIES INCTTMI | 0,14% |
| 76 | VIASAT INCVSAT | 0,14% |
| 77 | SITIME CORPSITM | 0,14% |
| 78 | GENERAL MOTORS COGM | 0,14% |
| 79 | FORD MOTOR COF | 0,13% |
| 80 | CREDO TECHNOLOGY GROUP HOLDING LTDCRDO | 0,13% |
| 81 | FORMFACTOR INCFORM | 0,13% |
| 82 | VERIZON COMMUNICATIONS INCVZ | 0,13% |
| 83 | MAXLINEAR INCMXL | 0,13% |
| 84 | VIAVI SOLUTIONS INCVIAV | 0,13% |
| 85 | MARRIOTT INTERNATIONAL INC AMAR | 0,13% |
| 86 | ROSS STORES INCROST | 0,12% |
| 87 | FIVE BELOW INCFIVE | 0,12% |
| 88 | TAPESTRY INCTPR | 0,09% |
| 89 | APPLOVIN CORPAPP | 0,08% |
| 90 | WARNER BROS DISCOVERY INCDISCA | 0,08% |
| 91 | ROKU INC CLASS A | 0,06% |
| 92 | ECHOSTAR CORP CL AECHO | 0,05% |
| 93 | Fidelity U.S. Money Market Investment Trust - Series OFFIDX | 0,05% |
| 94 | MADISON SQUARE GARDEN SPORTS CORPMSGS | 0,05% |
| 95 | IRIDIUM COMMUNICATIONS INCIRDM | 0,05% |
| 96 | US DOLLAR | 0,03% |
| 97 | CANADIAN DOLLARCSIQ | 0% |
| 98 | SP500 MIC EMIN FUTSEP26 HWAU6 | 0% |
| 99 | NET OTHER ASSETS | -0,11% |