1 Nvidia Corp NVDA Information Technology Semiconductors & Semiconductor Equipment 2 'alphabet Inc., Class 'a'' GOOGL Communication Services Interactive Media & Services 3 Broadcom Inc AVGO Information Technology Semiconductors & Semiconductor Equipment 4 Caterpillar, Inc. CAT Industrials Machinery 5 General Electric Co. GE Industrials Industrial Conglomerates 6 Micron Technology, Inc. MU Information Technology Semiconductors & Semiconductor Equipment 7 GE Vernova Inc. CDR (CAD Hedged) GEV Unknown Unknown 8 Seagate Technology Plc STX Information Technology Technology Hardware, Storage & Peripherals 9 Advanced Micro Devices Inc. AMD Information Technology Semiconductors & Semiconductor Equipment 10 Corning Inc GLW Unknown Unknown 11 Western Digital Corp Company Guar 11/28 3 WDC Information Technology Technology Hardware, Storage & Peripherals 12 Arista Networks Inc ANET Unknown Unknown 13 Intel Corporation INTC Information Technology Semiconductors & Semiconductor Equipment 14 Howmet Aerospace Inc. HWM Industrials Aerospace & Defense 15 Amphenol Corp. Class A APH Unknown Unknown 16 Newmont Corp Snr S* Ice NEM Materials Metals & Mining 17 Dell Technologies Inc. DELL Information Technology Technology Hardware, Storage & Peripherals 18 Quanta PWR Industrials Construction & Engineering 19 Cummins, Inc. CMI Industrials Machinery 20 Ciena Corp CIEN Information Technology Communications Equipment 21 Fedex Corp. FDX Industrials Air Freight & Logistics 22 Marathon Petroleum Corp. MPC Energy Oil, Gas & Consumable Fuels 23 Valero Energy Corp. VLO Energy Oil, Gas & Consumable Fuels 24 Ross Stores, Inc. ROST Consumer Discretionary Specialty Retail 25 Targa Resources Corp. TRGP Energy Oil, Gas & Consumable Fuels 26 Baker Hughes A Ge Co. Class A BKR Energy Energy Equipment & Services 27 Keysight Technologies Inc KEYS Information Technology Electronic Equipment, Instruments & Components 28 Jabil Inc. Com JBL Information Technology Electronic Equipment, Instruments & Components 29 Halliburton Cocommon Stock HAL Energy Energy Equipment & Services 30 Steel Dynamics Inc Sedol 2849472 STLD Materials Metals & Mining 31 Jb Hunt Transport Services Inc. JBHT Industrials Road & Rail 32 Lam Research Corp 3.125 06/15/2060 LRCX Information Technology Semiconductors & Semiconductor Equipment 33 Technipfmc Plc 0RMV:LN Energy Energy Equipment & Services 34 Tapestry Inc ORD TPR Consumer Discretionary Textiles, Apparel & Luxury Goods 35 Texas Pacific Land Trust TPL Real Estate Real Estate Management & Development 36 Ati Inc ATI Materials Metals & Mining 37 Nrg Energy NRG Utilities Independent Power and Renewable Electricity Producers 38 Applied Materials, Inc. AMAT Unknown Unknown 39 Sanmina Corp. SANM Information Technology Electronic Equipment, Instruments & Components 40 Albemarle Corp. ALB Unknown Unknown 41 Apa Corp APA Energy Oil, Gas & Consumable Fuels 42 Generac Holdings, Inc. GNRC Industrials Electrical Equipment 43 Transocean Ltd. RIG:SM Unknown Unknown 44 Viavi Solutions Inc . VIAV Information Technology Electronic Equipment, Instruments & Components 45 Ryder System Inc R Industrials Road & Rail 46 Kla Corp. Com KLAC Information Technology Semiconductors & Semiconductor Equipment 47 Analog Devices, Inc. ADI Unknown Unknown 48 Cash & Other - Other Other 49 Monolithic Power Systems Inc_None_0 MPWR Information Technology Semiconductors & Semiconductor Equipment 50 On Semiconductor ON Information Technology Semiconductors & Semiconductor Equipment 51 Teradyne Inc TER Information Technology Semiconductors & Semiconductor Equipment