| 1 | NVDA | NVIDIA Corporation | 8.28% |
| 2 | MLM | Martin Marietta Materials, Inc. | 7.28% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 7.07% |
| 4 | TDG | TransDigm Group Incorporated | 6.86% |
| 5 | AVGO | Broadcom Inc. | 6.26% |
| 6 | TSX: GFL | GFL Environmental Inc. | 6.17% |
| 7 | ETN | Eaton Corporation plc | 4.98% |
| 8 | AMZN | Amazon.com, Inc. | 4.76% |
| 9 | CRS | Carpenter Technology Corporation | 4.58% |
| 10 | ASML | ASML Holding N.V. | 4.57% |
| 11 | TT | Trane Technologies plc | 3.66% |
| 12 | FERG | Ferguson Enterprises Inc. | 3.20% |
| 13 | WMS | Advanced Drainage Systems, Inc. | 3.11% |
| 14 | VMC | Vulcan Materials Company | 3.10% |
| 15 | ORLY | O'Reilly Automotive, Inc. | 2.88% |
| 16 | ETR: SIE | Siemens Aktiengesellschaft | 2.82% |
| 17 | PTC | PTC Inc. | 2.27% |
| 18 | APG | APi Group Corporation | 2.23% |
| 19 | TSX: CP | Canadian Pacific Kansas City Limited | 2.19% |
| 20 | LRCX | Lam Research Corporation | 2.13% |
| 21 | TSX: WCN | Waste Connections, Inc. | 1.91% |
| 22 | SAIA | Saia, Inc. | 1.78% |
| 23 | SYM | Symbotic Inc. | 1.70% |
| 24 | CGNX | Cognex Corporation | 1.67% |
| 25 | CAT | Caterpillar Inc. | 1.53% |
| View SUPP holdings |
