Эмитент	Сектор	Доля, %	P/BV	P/S	P/E	EV/Ebitda	Див доходность
Apple	Technology	20.2587	48.58	6.24	24.66	19.59	0.6136
Microsoft Corporation	Technology	15.9713	11.99	10.07	27.46	20.9	0.9973
Meta (Facebook)	Technology	4.9812	2.54	2.74	13.75	8.79	0
Google Alphabet	Technology	4.6432	4.64	4.2	19.83	13.16	0
NVIDIA	Technology	3.4437	23.17	22.91	63.22	55.17	0.0934
Visa	Financials	3.005	10.84	13.16	25.79	19.11	0.7258
Mastercard	Financials	2.5789	52.32	15	33.6	25.43	0.5432
Broadcom	Technology	1.8556	8.78	6	17.34	11.79	2.98
Accenture plc	Technology	1.7009	8.34	3.08	27.59	16.2	1.3308
Texas Instruments	Technology	1.4023	10.55	7.68	17.59	13.9	2.64
Salesforce	Technology	1.3219	3.9	8.55	156.91	89.22	0
QUALCOMM	Technology	1.2076	7.56	3.08	10.52	8.47	2.31
AT&T	Telecom	1.1686	1.3049	1.1505	19.47	5.97	7.05
Netflix	Consumer Staples	1.1388	6.41	4.21	29.63	7	0
Oracle	Technology	1.0911	-35.15	4.78	30.19	13.96	1.5218
Intel	Technology	1.0507	1.0415	1.706	13.42	12.47	4.89
Intuit	Technology	0.951	7.36	9.51	58.59	37.31	0.6778
Automatic Data Processing	Technology	0.9322	27.84	5.44	30.45	20.78	1.5525
Applied Materials	Technology	0.7993	6.35	3	11.87	9.8	0.9532
PayPal Holdings	Financials	0.7694	3.94	2.9	33.05	15.02	0
Analog Devices	Technology	0.7498	2.05	6.21	27.15	13.57	1.732
ServiceNow	Technology	0.7138	15.48	10.75	239.69	91.57	0
Lam Research Corporation	Technology	0.5479	10.07	3.67	13.73	11.33	1.3441
Micron Technology, Inc.	Technology	0.5397	1.2817	2.08	7.36	3.74	0.7749
Activision Blizzard	Technology	0.445	3.11	7.96	39.61	26.05	0.6251
Synopsys	Technology	0.4389	8.23	9.01	46.5	31.83	0
Palo Alto Networks	Technology	0.4252	237	9.05	324.26	-287	0
Amphenol	Financials	0.4044	6.64	3.73	24.75	16.7	0.9892
Cadence Design Systems	Technology	0.3961	16.17	12.47	52.3	36.77	0
Motorola Solutions	Technology	0.3844	336.75	4.84	32.37	21.38	1.1627
MercadoLibre, Inc.	Consumer Discretionary	0.3806	24.68	4.28	93.55	28.55	0
Fidelity National Information Services	Industrials	0.3718	1.4748	2.78	45.29	10.61	2.46
Autodesk	Technology	0.3699	63.07	12.21	107.76	71.94	0
Microchip Technology	Technology	0.3642	7.44	6.43	34.09	18.48	1.4785
Marvell Technology Group Ltd.	Technology	0.3371	3.61	12.7	22.15	64.91	0.5286
Snowflake Inc.	Technology	0.3277	15.67	64.87	0	-112.79	0
Airbnb	Telecom	0.3142	9.25	6.12	27.16	21.25	0
Electronic Arts	Technology	0.3072	4.8	5.24	46.41	22.2	0.5622
Fortinet	Telecom	0.3015	-144.58	9.22	47.49	37.13	0
Workday, Inc.	Technology	0.2821	14.17	12.51	2188.15	285.3	0
Arista Networks	Technology	0.277	7.76	8.65	28.02	23.45	0
CoStar Group	Real Estate	0.2769	4.45	14.01	82.78	45.38	0
ON Semiconductor Corporation	Technology	0.2751	4.51	3.36	14.7	8.43	0
Cognizant Technology	Technology	0.2733	2.36	1.4965	12.7	7.9	1.7247
VMware, Inc.	Technology	0.2312	-63.2	4.31	30.42	19.01	0
Gartner, Inc.	Technology	0.2283	119.56	4.97	33.71	22	0
Corning Incorporated	Technology	0.2226	2.18	1.8886	20.36	10.33	3.15
CDW Corporation	Technology	0.2171	15.22	1.0276	21.9	17.52	1.1677
eBay	Consumer Discretionary	0.2113	4.35	2.29	18.14	10.58	1.9486
The Trade Desk, Inc.	Technology	0.1947	10.61	14.22	420.28	128.91	0
ANSYS	Technology	0.1882	4.27	10.06	39.68	34.09	0
Hewlett Packard Enterprise	Technology	0.1824	0.9476	0.662	21.73	4.46	3.05
Datadog, Inc.	Technology	0.17	15.78	13.29	2300	2340.05	0
Atlassian Corporation Plc	Technology	0.1602	152.63	18.27	0	-115	0
VeriSign	Technology	0.1576	-14.08	15.44	32.65	23.36	0
Paycom Software, Inc.	Technology	0.1459	15.01	12.91	63.09	35.85	0.53
Leidos Holdings	Technology	0.1268	2.94	0.9312	16.99	11.84	1.3136
Akamai Technologies	Technology	0.1261	3.06	3.69	25.48	12.34	0
Trimble	Technology	0.1256	3	3.3	27.01	18.16	0
Pinterest	Consumer Discretionary	0.1244	4.75	5.57	228.94	-586.35	0
NetApp	Technology	0.1236	21.15	2.81	18.92	11.25	2.94
Teradyne	Technology	0.1233	5.99	4.66	20.53	14.3	0.4768
Garmin Ltd	Technology	0.1225	2.84	3.62	18.09	13.68	2.97
Match Group	Telecom	0.1197	-33.38	3.76	33.1	16.34	3.15
Zebra Technologies Corporation	Technology	0.1194	4.77	2.26	28.18	9.74	0
HubSpot, Inc.	Technology	0.1176	13.62	7.81	0	-327.08	0
Cloudflare	Technology	0.1093	22.27	14.25	0	-183.04	0
Palantir Technologies Inc.	Technology	0.1079	4.69	6.5	339	-30	0
Splunk	Technology	0.1064	89.91	7.49	0	-20.98	0
SS&C Technologies Holdings	Technology	0.1006	2.2	2.54	20.68	10.92	1.4782
Western Digital	Technology	0.0965	1.2303	0.8	10.02	5.87	5.08
Zscaler, Inc.	Technology	0.0952	34.89	18.33	0	-72.17	0
Dell Technologies	Technology	0.0942	-29.41	0.4591	8.35	13.72	2.51
Roblox Corporation	Other	0.0907	52.23	7.16	0	-19.08	0
Snap-on	Industrials	0.0895	2.74	2.75	13.54	9.51	2.43
Qorvo	Technology	0.0871	3.16	3.09	13.91	12.41	0
MongoDB, Inc.	Technology	0.0853	35.39	27.01	0	-91.75	0
Spotify Technology S.A.	Telecom	0.0793	5.87	1.2009	264.25	-46.77	0
DocuSign, Inc.	Technology	0.0787	84.09	10.99	0	1097.91	0
F5 Networks	Technology	0.0782	3.56	3.26	27.29	16.17	0
Twilio Inc.	Technology	0.0711	0.7755	2.14	0	-15.18	0
Unity Software Inc.	Technology	0.0683	2.19	5.91	0	-14.23	0
Okta, Inc.	Technology	0.0669	4.95	22.53	0	-47.77	0
Lumen Technologies	Telecom	0.0469	0.5058	0.3021	10.49	3.68	17.89
GLOBALFOUNDRIES Inc.	Industrials	0.038	3.03	3.73	20.87	10.45	0
AppLovin Corporation	Technology	0.0129	1.8162	1.2267	764.6	10.54	0