| 1 | NVDA | NVIDIA Corporation | 8.02% |
| 2 | MLM | Martin Marietta Materials, Inc. | 7.87% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 6.93% |
| 4 | TDG | TransDigm Group Incorporated | 6.71% |
| 5 | AVGO | Broadcom Inc. | 6.53% |
| 6 | ETN | Eaton Corporation plc | 6.50% |
| 7 | TSX: WCN | Waste Connections, Inc. | 5.92% |
| 8 | AMZN | Amazon.com, Inc. | 4.14% |
| 9 | ASML | ASML Holding N.V. | 4.10% |
| 10 | CRS | Carpenter Technology Corporation | 4.00% |
| 11 | TT | Trane Technologies plc | 3.83% |
| 12 | WMS | Advanced Drainage Systems, Inc. | 3.26% |
| 13 | VMC | Vulcan Materials Company | 3.22% |
| 14 | TSX: GFL | GFL Environmental Inc. | 3.10% |
| 15 | SYM | Symbotic Inc. | 3.01% |
| 16 | ORLY | O'Reilly Automotive, Inc. | 2.75% |
| 17 | PTC | PTC Inc. | 2.50% |
| 18 | ROP | Roper Technologies, Inc. | 2.29% |
| 19 | ETR: SIE | Siemens Aktiengesellschaft | 2.25% |
| 20 | TSX: CP | Canadian Pacific Kansas City Limited | 2.12% |
| 21 | FERG | Ferguson Enterprises Inc. | 2.07% |
| 22 | MRVL | Marvell Technology, Inc. | 1.92% |
| 23 | APG | APi Group Corporation | 1.75% |
| 24 | CGNX | Cognex Corporation | 1.69% |
| 25 | SAIA | Saia, Inc. | 1.18% |
| View SUPP holdings |
