| Stock |
Weight |
Amount |
| C3.AI Inc-a |
5.80% |
$50,015 |
| 3D Systems |
5.53% |
$47,704 |
| Abb Ltd-spon Adr |
5.16% |
$44,474 |
| Rockwell Automation |
5.04% |
$43,475 |
| Cognex |
4.57% |
$39,438 |
| Allegro Microsystems |
4.56% |
$39,286 |
| Autodesk |
4.55% |
$39,199 |
| Ptc |
4.40% |
$37,934 |
| Emerson Electric Co. |
4.17% |
$35,920 |
| Aspen Technology |
4.08% |
$35,161 |
| Uipath Inc - Class A |
3.95% |
$34,057 |
| SK Telecom CO Ltd-spon Adr |
3.91% |
$33,734 |
| Ansys |
3.86% |
$33,273 |
| Ambarella |
3.50% |
$30,185 |
| Zebra Technologies Corp-cl A |
3.40% |
$29,358 |
| Applied Materials |
3.31% |
$28,541 |
| Sap Se-sponsored Adr |
3.30% |
$28,424 |
| ON Semiconductor |
3.23% |
$27,871 |
| Kla |
3.02% |
$26,083 |
| Stratasys Ltd |
2.98% |
$25,658 |
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