1 Amphenol Corp. Class A APH Information Technology Electronic Equipment, Instruments & Components 2 Broadcom Inc AVGO Information Technology Semiconductors & Semiconductor Equipment 3 Constellation E.. CEG Utilities Electric Utilities 4 Nvidia Corp. NVDA Information Technology Semiconductors & Semiconductor Equipment 5 Eaton Corp Plc ETN Industrials Electrical Equipment 6 Micron Technology, Inc. MU Information Technology Semiconductors & Semiconductor Equipment 7 Cameco Corporation CCJ Materials Metals & Mining 8 Public Service Enterprise Group Inc. PEG Utilities Electric Utilities 9 Arista Networks Inc ANET Unknown Unknown 10 Oracle Corp - Common ORCL Information Technology Software 11 Sandisk Corp/De SNDK Information Technology Semiconductors & Semiconductor Equipment 12 Vertiv Holding Corp VRT Industrials Electrical Equipment 13 Seagate Technology Holdings Plc STX Information Technology Technology Hardware, Storage & Peripherals 14 Quanta PWR Industrials Construction & Engineering 15 Western Digital Corp Company Guar 11/28 3 WDC Information Technology Technology Hardware, Storage & Peripherals 16 Advanced Micro Devices Inc. AMD Information Technology Semiconductors & Semiconductor Equipment 17 Dell Technologies Inc DELL Information Technology Technology Hardware, Storage & Peripherals 18 Emerson Electric Co. EMR Industrials Machinery 19 Cummins Inc. CMI Industrials Machinery 20 Johnson Controls International Plc JCI Unknown Unknown 21 Bwx Technologies, Inc. BWXT Industrials Aerospace & Defense 22 Equinix Inc. Real Estate Investment Trust EQIX Real Estate Real Estate 23 Ametek Inc AME Information Technology Electronic Equipment, Instruments & Components 24 Nexgen Energy Ltd NXE:CA Materials Metals & Mining 25 Hewlett Packard Enterprise Co HPE Information Technology Technology Hardware, Storage & Peripherals 26 Yandex N.V. (Class A) YNDX:AS Information Technology IT Services 27 Altc Acquisition Corp Cl A ALCC Energy Oil, Gas & Consumable Fuels 28 Uranium Energy Corp UEC Materials Metals & Mining 29 Celestica Inc CLS:CA Unknown Unknown 30 Digital Realty Trust Inc. DLR Real Estate Equity Real Estate Investment Trusts (REITs) 31 Lumentum Holdings Inc LITE Information Technology Semiconductors & Semiconductor Equipment 32 Marvell Technology Group Ltd. MRVL Information Technology Semiconductors & Semiconductor Equipment 33 Pure Storage Inc. Class A PSTG Information Technology Technology Hardware, Storage & Peripherals 34 Iron Mtn Inc New Com Npv IRM Industrials Commercial Services & Supplies 35 Qualcomm Inc. QCOM Information Technology Semiconductors & Semiconductor Equipment 36 Coreweave, Inc. CRWV Information Technology IT Services 37 Cadence Design Systems Inc. CDNS Information Technology Software 38 Nutanix Inc - A NTNX Information Technology Software 39 Monolithic Power Systems Inc Mpwr Us Equity MPWR Information Technology Semiconductors & Semiconductor Equipment 40 Synopsys SNPS Information Technology Software 41 Astera Labs Inc ALAB Information Technology Semiconductors & Semiconductor Equipment 42 Super Micro Computer, Inc. SMCI Information Technology Technology Hardware, Storage & Peripherals 43 Arm Holdings Plc^ ARM:LN Unknown Unknown 44 Hubbell Inc HUBB Industrials Electrical Equipment 45 Nvent Electric Plc Ordinary Shares NVT:IE Industrials Electrical Equipment 46 Ionq, Inc. Pipe IONQ Information Technology Technology Hardware, Storage & Peripherals 47 Rambus Inc RMBS Information Technology Semiconductors & Semiconductor Equipment 48 Mastec Inc MTZ Industrials Construction & Engineering 49 Generac Holdings, Inc. GNRC Industrials Electrical Equipment 50 Talen Energy Corporation TLN Unknown Unknown 51 Freddie Mac Pool Rj2913 5.50% 11/1/2054 - Other Other