| Sandisk Corp/DE | SNDK | 2184.75 | 225.95 | 11.54% |
| Corning Inc | GLW | 194.92 | 19.52 | 11.13% |
| Intel Corp | INTC | 133.99 | 12.89 | 10.64% |
| Super Micro Computer Inc | SMCI | 30.66 | 2.88 | 10.37% |
| KLA Corp | KLAC | 259.56 | 20.83 | 8.73% |
| Micron Technology Inc | MU | 1133.99 | 90.80 | 8.70% |
| Monolithic Power Systems Inc | MPWR | 1563.70 | 115.49 | 7.97% |
| Qnity Electronics Inc | Q | 168.98 | 12.26 | 7.82% |
| ON Semiconductor Corp | ON | 121.62 | 8.70 | 7.70% |
| Teradyne Inc | TER | 437.92 | 29.36 | 7.19% |
| Texas Instruments Inc | TXN | 322.86 | 20.98 | 6.95% |
| QUALCOMM Inc | QCOM | 226.11 | 13.14 | 6.17% |
| Microchip Technology Inc | MCHP | 99.77 | 5.66 | 6.01% |
| Carvana Co | CVNA | 66.56 | 3.70 | 5.89% |
| Builders FirstSource Inc | BLDR | 80.59 | 4.45 | 5.84% |
| GE Vernova Inc | GEV | 1109.73 | 60.87 | 5.80% |
| Bio-Techne Corp | TECH | 57.94 | 2.94 | 5.35% |
| Stanley Black & Decker Inc | SWK | 86.75 | 4.28 | 5.19% |
| NXP Semiconductors NV | NXPI | 313.27 | 15.07 | 5.05% |
| Take-Two Interactive Software Inc | TTWO | 239.28 | 11.25 | 4.93% |
| Align Technology Inc | ALGN | 182.08 | 8.55 | 4.93% |
| Dollar Tree Inc | DLTR | 111.65 | 5.24 | 4.92% |
| Vertiv Holdings | VRT | 333.05 | 15.47 | 4.87% |
| Advanced Micro Devices Inc | AMD | 537.37 | 24.89 | 4.86% |
| Analog Devices Inc | ADI | 434.46 | 20.01 | 4.83% |
| Western Digital Corp | WDC | 746.23 | 34.10 | 4.79% |
| DoorDash Inc | DASH | 173.46 | 7.80 | 4.71% |
| Broadcom Inc | AVGO | 411.35 | 18.45 | 4.70% |
| Brown-Forman Corp | BF.B | 26.64 | 1.13 | 4.43% |
| Skyworks Solutions Inc | SWKS | 72.45 | 3.07 | 4.42% |
| Dollar General Corp | DG | 113.45 | 4.76 | 4.38% |
| PulteGroup Inc | PHM | 126.96 | 5.08 | 4.17% |
| WW Grainger Inc | GWW | 1365.41 | 54.31 | 4.14% |
| Generac Holdings Inc | GNRC | 279.15 | 10.95 | 4.08% |
| Applied Materials Inc | AMAT | 617.11 | 24.19 | 4.08% |
| Lam Research Corp | LRCX | 389.04 | 14.86 | 3.97% |
| Lennar Corp | LEN | 89.73 | 3.25 | 3.76% |
| Alexandria Real Estate Equities Inc | ARE | 51.03 | 1.82 | 3.70% |
| Keysight Technologies Inc | KEYS | 363.67 | 12.97 | 3.70% |
| Royal Caribbean Cruises Ltd | RCL | 312.51 | 11.04 | 3.66% |
| DR Horton Inc | DHI | 157.81 | 5.33 | 3.50% |
| Moderna Inc | MRNA | 63.96 | 2.16 | 3.50% |
| NVR Inc | NVR | 6490.93 | 214.99 | 3.43% |
| Carrier Global Corp | CARR | 71.81 | 2.32 | 3.34% |
| Rockwell Automation Inc | ROK | 473.79 | 15.10 | 3.29% |
| Carnival Corp | CCL | 30.87 | 0.96 | 3.21% |
| Deckers Outdoor Corp | DECK | 109.11 | 3.39 | 3.21% |
| NetApp Inc | NTAP | 159.71 | 4.90 | 3.17% |
| Lennox International Inc | LII | 532.43 | 16.32 | 3.16% |
| Wynn Resorts Ltd | WYNN | 105.53 | 3.22 | 3.15% |
| Caterpillar Inc | CAT | 985.82 | 29.90 | 3.13% |
| Vistra Corp | VST | 163.75 | 4.92 | 3.10% |
| Norwegian Cruise Line Holdings Ltd | NCLH | 20.44 | 0.61 | 3.08% |
| Martin Marietta Materials Inc | MLM | 609.12 | 18.04 | 3.05% |
| Walt Disney Co/The | DIS | 103.89 | 3.03 | 3.00% |
| Eaton Corp PLC | ETN | 421.77 | 12.13 | 2.96% |
| NVIDIA Corp | NVDA | 210.69 | 6.04 | 2.95% |
| IDEXX Laboratories Inc | IDXX | 562.09 | 16.00 | 2.93% |
| Hubbell Inc | HUBB | 523.69 | 14.82 | 2.91% |
| Amazon.com Inc | AMZN | 244.39 | 6.89 | 2.90% |
| Arista Networks Inc | ANET | 169.67 | 4.74 | 2.87% |
| Estee Lauder Cos Inc/The | EL | 84.81 | 2.35 | 2.85% |
| Coherent | COHR | 389.57 | 10.72 | 2.83% |
| Southwest Airlines Co | LUV | 47.97 | 1.31 | 2.81% |
| Robinhood Markets Inc | HOOD | 108.15 | 2.95 | 2.80% |
| Vulcan Materials Co | VMC | 302.84 | 8.02 | 2.72% |
| Block Inc | XYZ | 74.78 | 1.94 | 2.66% |
| AMETEK Inc | AME | 237.42 | 6.15 | 2.66% |
| United Rentals Inc | URI | 1076.81 | 27.84 | 2.65% |
| Williams Cos Inc/The | WMB | 73.12 | 1.87 | 2.62% |
| Williams-Sonoma Inc | WSM | 226.92 | 5.77 | 2.61% |
| Allegion plc | ALLE | 133.57 | 3.39 | 2.60% |
| BXP Inc | BXP | 64.70 | 1.64 | 2.60% |
| Constellation Energy Corp | CEG | 274.06 | 6.89 | 2.58% |
| Baxter International Inc | BAX | 19.89 | 0.50 | 2.58% |
| TE Connectivity PLC | TEL | 217.64 | 5.44 | 2.56% |
| Genuine Parts Co | GPC | 108.70 | 2.58 | 2.43% |
| Masco Corp | MAS | 74.38 | 1.76 | 2.42% |
| Copart Inc | CPRT | 30.23 | 0.71 | 2.41% |
| Pool Corp | POOL | 198.99 | 4.65 | 2.39% |
| Delta Air Lines Inc | DAL | 84.18 | 1.93 | 2.35% |
| Trane Technologies PLC | TT | 483.40 | 10.89 | 2.30% |
| Target Corp | TGT | 130.74 | 2.93 | 2.29% |
| NIKE Inc | NKE | 45.20 | 1.01 | 2.29% |
| Lowe's Cos Inc | LOW | 222.20 | 4.93 | 2.27% |
| Ralph Lauren Corp | RL | 413.01 | 9.16 | 2.27% |
| Fastenal Co | FAST | 45.89 | 1.01 | 2.25% |
| Best Buy Co Inc | BBY | 74.73 | 1.63 | 2.23% |
| Revvity Inc | RVTY | 100.00 | 2.18 | 2.23% |
| Sherwin-Williams Co/The | SHW | 320.79 | 6.99 | 2.23% |
| NRG Energy Inc | NRG | 135.06 | 2.93 | 2.22% |
| Stryker Corp | SYK | 307.80 | 6.66 | 2.21% |
| Agilent Technologies Inc | A | 127.06 | 2.73 | 2.20% |
| TKO Group Holdings Inc | TKO | 198.78 | 4.25 | 2.18% |
| United Airlines Holdings Inc | UAL | 118.32 | 2.49 | 2.15% |
| Home Depot Inc/The | HD | 334.28 | 6.80 | 2.08% |
| Palo Alto Networks Inc | PANW | 287.78 | 5.65 | 2.00% |
| Chipotle Mexican Grill Inc | CMG | 32.49 | 0.63 | 1.98% |
| Nordson Corp | NDSN | 295.92 | 5.70 | 1.96% |
| Trade Desk Inc/The | TTD | 18.51 | 0.35 | 1.93% |
| Iron Mountain Inc | IRM | 127.83 | 2.39 | 1.91% |
| Cisco Systems Inc | CSCO | 119.54 | 2.21 | 1.88% |
| Zoetis Inc | ZTS | 78.71 | 1.45 | 1.88% |
| Comfort Systems USA Inc | FIX | 1967.41 | 35.64 | 1.84% |
| International Paper Co | IP | 36.82 | 0.66 | 1.83% |
| Smurfit WestRock PLC | SW | 44.20 | 0.78 | 1.80% |
| Fox Corp | FOXA | 52.23 | 0.91 | 1.77% |
| Public Storage | PSA | 318.12 | 5.54 | 1.77% |
| Amphenol Corp | APH | 163.96 | 2.85 | 1.77% |
| Dexcom Inc | DXCM | 72.47 | 1.24 | 1.74% |
| Mosaic Co/The | MOS | 22.90 | 0.39 | 1.73% |
| Meta Platforms Inc | META | 577.22 | 9.64 | 1.70% |
| Becton Dickinson & Co | BDX | 143.98 | 2.37 | 1.67% |
| CRH PLC | CRH | 111.24 | 1.83 | 1.67% |
| Tractor Supply Co | TSCO | 30.24 | 0.49 | 1.65% |
| Jack Henry & Associates Inc | JKHY | 126.23 | 2.01 | 1.62% |
| STERIS PLC | STE | 202.61 | 3.21 | 1.61% |
| Constellation Brands Inc | STZ | 141.18 | 2.22 | 1.60% |
| Host Hotels & Resorts Inc | HST | 25.01 | 0.39 | 1.58% |
| Corteva Inc | CTVA | 78.59 | 1.22 | 1.58% |
| Snap-on Inc | SNA | 387.25 | 5.99 | 1.57% |
| Insulet Corp | PODD | 145.76 | 2.24 | 1.56% |
| Synchrony Financial | SYF | 75.26 | 1.15 | 1.55% |
| Medtronic PLC | MDT | 79.34 | 1.20 | 1.54% |
| Hasbro Inc | HAS | 84.74 | 1.27 | 1.52% |
| Veralto Corp | VLTO | 84.02 | 1.25 | 1.51% |
| JB Hunt Transport Services Inc | JBHT | 271.22 | 3.98 | 1.49% |
| Alphabet Inc | GOOG | 367.46 | 5.36 | 1.48% |
| Charles River Laboratories International Inc | CRL | 185.00 | 2.66 | 1.46% |
| Edison International | EIX | 71.89 | 0.99 | 1.40% |
| HP Inc | HPQ | 23.50 | 0.32 | 1.38% |
| PACCAR Inc | PCAR | 118.95 | 1.61 | 1.37% |
| Mettler-Toledo International Inc | MTD | 1144.84 | 15.31 | 1.36% |
| West Pharmaceutical Services Inc | WST | 327.95 | 4.36 | 1.35% |
| Airbnb Inc | ABNB | 142.41 | 1.87 | 1.33% |
| Cooper Cos Inc/The | COO | 65.91 | 0.86 | 1.32% |
| CDW Corp/DE | CDW | 128.37 | 1.67 | 1.32% |
| Aptiv PLC | APTV | 63.68 | 0.81 | 1.29% |
| Zebra Technologies Corp | ZBRA | 235.98 | 3.00 | 1.29% |
| Pentair PLC | PNR | 74.32 | 0.93 | 1.27% |
| Dover Corp | DOV | 223.57 | 2.78 | 1.26% |
| ResMed Inc | RMD | 188.63 | 2.34 | 1.26% |
| Old Dominion Freight Line Inc | ODFL | 221.04 | 2.68 | 1.23% |
| Las Vegas Sands Corp | LVS | 48.72 | 0.59 | 1.23% |
| GoDaddy Inc | GDDY | 77.04 | 0.93 | 1.22% |
| Ulta Beauty Inc | ULTA | 456.13 | 5.38 | 1.19% |
| NextEra Energy Inc | NEE | 86.75 | 1.02 | 1.19% |
| Solventum Corp | SOLV | 75.43 | 0.87 | 1.17% |
| Alphabet Inc | GOOGL | 368.03 | 4.24 | 1.17% |
| Intuitive Surgical Inc | ISRG | 406.78 | 4.60 | 1.14% |
| First Solar Inc | FSLR | 257.70 | 2.90 | 1.14% |
| Emerson Electric Co | EMR | 150.66 | 1.66 | 1.11% |
| EMCOR Group Inc | EME | 836.59 | 9.09 | 1.10% |
| Ingersoll Rand Inc | IR | 77.91 | 0.84 | 1.09% |
| Kimberly-Clark Corp | KMB | 102.56 | 1.09 | 1.07% |
| Gen Digital Inc | GEN | 24.18 | 0.25 | 1.07% |
| NiSource Inc | NI | 47.26 | 0.49 | 1.05% |
| Tesla Inc | TSLA | 400.49 | 4.11 | 1.04% |
| Uber Technologies Inc | UBER | 71.64 | 0.73 | 1.03% |
| Xylem Inc/NY | XYL | 111.42 | 1.13 | 1.02% |
| PayPal Holdings Inc | PYPL | 42.51 | 0.43 | 1.02% |
| Darden Restaurants Inc | DRI | 213.45 | 2.12 | 1.00% |
| Garmin Ltd | GRMN | 234.20 | 2.31 | 1.00% |
| Extra Space Storage Inc | EXR | 145.33 | 1.41 | 0.98% |
| Interactive Brokers Group Inc | IBKR | 96.00 | 0.91 | 0.96% |
| PPG Industries Inc | PPG | 118.25 | 1.11 | 0.95% |
| Zimmer Biomet Holdings Inc | ZBH | 87.97 | 0.81 | 0.93% |
| Molson Coors Beverage Co | TAP | 39.40 | 0.35 | 0.90% |
| International Flavors & Fragrances Inc | IFF | 76.72 | 0.67 | 0.88% |
| TransDigm Group Inc | TDG | 1328.31 | 11.56 | 0.88% |
| Clorox Co/The | CLX | 95.80 | 0.83 | 0.87% |
| 3M Co | MMM | 160.60 | 1.37 | 0.86% |
| Johnson Controls International plc | JCI | 144.82 | 1.20 | 0.84% |
| Starbucks Corp | SBUX | 100.65 | 0.83 | 0.83% |
| Kinder Morgan Inc | KMI | 31.59 | 0.26 | 0.83% |
| Healthpeak Properties Inc | DOC | 19.56 | 0.16 | 0.82% |
| Edwards Lifesciences Corp | EW | 87.36 | 0.68 | 0.78% |
| Global Payments Inc | GPN | 66.88 | 0.52 | 0.78% |
| Eversource Energy | ES | 69.59 | 0.54 | 0.78% |
| Parker-Hannifin Corp | PH | 953.27 | 7.30 | 0.77% |
| Ares Management Corp | ARES | 129.34 | 0.99 | 0.77% |
| Amcor PLC | AMCR | 41.08 | 0.31 | 0.76% |
| Boston Scientific Corp | BSX | 45.29 | 0.34 | 0.76% |
| Otis Worldwide Corp | OTIS | 73.27 | 0.55 | 0.76% |
| Illinois Tool Works Inc | ITW | 264.09 | 1.98 | 0.76% |
| Westinghouse Air Brake Technologies Corp | WAB | 273.83 | 1.97 | 0.72% |
| GE HealthCare Technologies Inc | GEHC | 61.59 | 0.44 | 0.72% |
| Ford Motor Co | F | 14.06 | 0.10 | 0.72% |
| Cintas Corp | CTAS | 170.85 | 1.21 | 0.71% |
| Simon Property Group Inc | SPG | 211.33 | 1.47 | 0.70% |
| Apple Inc | AAPL | 298.01 | 2.06 | 0.70% |
| Teledyne Technologies Inc | TDY | 619.58 | 4.23 | 0.69% |
| Paychex Inc | PAYX | 98.24 | 0.66 | 0.68% |
| FirstEnergy Corp | FE | 46.45 | 0.31 | 0.67% |
| Thermo Fisher Scientific Inc | TMO | 464.61 | 2.92 | 0.63% |
| Centene Corp | CNC | 61.02 | 0.38 | 0.63% |
| Public Service Enterprise Group Inc | PEG | 79.89 | 0.49 | 0.62% |
| Kenvue Inc | KVUE | 18.12 | 0.11 | 0.61% |
| Southern Co/The | SO | 93.09 | 0.56 | 0.61% |
| Expedia Group Inc | EXPE | 240.90 | 1.43 | 0.60% |
| Trimble Inc | TRMB | 49.16 | 0.29 | 0.59% |
| A O Smith Corp | AOS | 58.22 | 0.34 | 0.59% |
| FedEx Freight | FDXF | 162.85 | 0.95 | 0.59% |
| CBRE Group Inc | CBRE | 131.55 | 0.76 | 0.58% |
| Fortive Corp | FTV | 61.03 | 0.35 | 0.58% |
| Dominion Energy Inc | D | 68.41 | 0.39 | 0.57% |
| Digital Realty Trust Inc | DLR | 188.15 | 1.07 | 0.57% |
| Travelers Cos Inc/The | TRV | 307.81 | 1.74 | 0.57% |
| IDEX Corp | IEX | 224.93 | 1.24 | 0.55% |
| Exelon Corp | EXC | 45.81 | 0.25 | 0.55% |
| Netflix Inc | NFLX | 77.38 | 0.42 | 0.55% |
| Sempra | SRE | 90.69 | 0.44 | 0.49% |
| Fox Corp | FOX | 46.95 | 0.22 | 0.47% |
| Citizens Financial Group Inc | CFG | 67.08 | 0.30 | 0.45% |
| CenterPoint Energy Inc | CNP | 42.82 | 0.19 | 0.45% |
| Expeditors International of Washington Inc | EXPD | 161.32 | 0.71 | 0.44% |
| Oracle Corp | ORCL | 184.29 | 0.76 | 0.41% |
| Fortinet Inc | FTNT | 144.73 | 0.59 | 0.41% |
| Marriott International Inc/MD | MAR | 396.20 | 1.59 | 0.40% |
| US Bancorp | USB | 58.14 | 0.23 | 0.40% |
| Seagate Technology Holdings PLC | STX | 1070.23 | 4.16 | 0.39% |
| Autodesk Inc | ADSK | 193.82 | 0.75 | 0.39% |
| UnitedHealth Group Inc | UNH | 400.96 | 1.43 | 0.36% |
| Equinix Inc | EQIX | 1092.19 | 3.67 | 0.34% |
| Truist Financial Corp | TFC | 48.33 | 0.16 | 0.33% |
| Regeneron Pharmaceuticals Inc | REGN | 609.94 | 2.01 | 0.33% |
| Capital One Financial Corp | COF | 201.53 | 0.66 | 0.33% |
| eBay Inc | EBAY | 108.24 | 0.35 | 0.32% |
| McCormick & Co Inc/MD | MKC | 46.64 | 0.15 | 0.32% |
| Fifth Third Bancorp | FITB | 52.74 | 0.16 | 0.30% |
| Conagra Brands Inc | CAG | 13.20 | 0.04 | 0.30% |
| PepsiCo Inc | PEP | 142.02 | 0.43 | 0.30% |
| Crowdstrike Holdings Inc | CRWD | 684.86 | 1.90 | 0.28% |
| Atmos Energy Corp | ATO | 170.11 | 0.47 | 0.28% |
| DTE Energy Co | DTE | 147.56 | 0.37 | 0.25% |
| Alliant Energy Corp | LNT | 73.00 | 0.18 | 0.25% |
| Altria Group Inc | MO | 69.12 | 0.17 | 0.25% |
| PG&E Corp | PCG | 16.48 | 0.04 | 0.24% |
| Entergy Corp | ETR | 111.11 | 0.25 | 0.23% |
| Progressive Corp/The | PGR | 204.87 | 0.45 | 0.22% |
| T-Mobile US Inc | TMUS | 181.67 | 0.36 | 0.20% |
| Campbell's Company/The | CPB | 21.15 | 0.04 | 0.19% |
| General Mills Inc | GIS | 33.42 | 0.06 | 0.18% |
| Texas Pacific Land Corp | TPL | 355.11 | 0.63 | 0.18% |
| Honeywell International Inc | HON | 229.01 | 0.40 | 0.17% |
| General Electric Co | GE | 357.64 | 0.61 | 0.17% |
| AutoZone Inc | AZO | 3064.48 | 4.85 | 0.16% |
| F5 Inc | FFIV | 385.49 | 0.61 | 0.16% |
| PPL Corp | PPL | 35.38 | 0.05 | 0.14% |
| CSX Corp | CSX | 45.63 | 0.06 | 0.13% |
| Deere & Co | DE | 589.24 | 0.77 | 0.13% |
| Microsoft Corp | MSFT | 379.40 | 0.49 | 0.13% |
| Duke Energy Corp | DUK | 123.86 | 0.13 | 0.11% |
| Brown & Brown Inc | BRO | 59.10 | 0.06 | 0.10% |
| CMS Energy Corp | CMS | 73.38 | 0.07 | 0.10% |
| Axon Enterprise Inc | AXON | 423.40 | 0.39 | 0.09% |
| Booking Holdings Inc | BKNG | 171.78 | 0.15 | 0.09% |
| Roper Technologies Inc | ROP | 330.25 | 0.28 | 0.09% |
| FedEx Corp | FDX | 326.20 | 0.27 | 0.08% |
| AES Corp/The | AES | 14.62 | 0.01 | 0.07% |
| Huntington Bancshares Inc/OH | HBAN | 16.86 | 0.01 | 0.06% |
| Welltower Inc | WELL | 206.65 | 0.10 | 0.05% |
| Ecolab Inc | ECL | 269.12 | 0.06 | 0.02% |
| Lululemon Athletica Inc | LULU | 111.77 | 0.01 | 0.01% |
| Ball Corp | BALL | 57.72 | 0.00 | 0.00% |