| Название | Отрасль | Доля, % | P/BV | P/S | P/E | EV/Ebitda | Дивидендная доходность | |
| #1 |
Taiwan Semiconductor Manufacturing Company |
Technology | 16.5314 | 7.87 | 11.76 | 29.01 | 16.57 | 0.88 |
| #2 |
NVIDIA |
Technology | 14.4025 | 61.15 | 37.17 | 66.56 | 34.59 | 0.0255 |
| #3 |
Broadcom |
Technology | 5.6678 | 19.84 | 25.24 | 69.74 | 50.88 | 0.85 |
| #4 |
Google Alphabet |
Technology | 4.3822 | 9.22 | 9.5 | 28.97 | 21.6 | 0.34 |
| #5 |
Microsoft Corporation |
Technology | 4.1958 | 8.71 | 10.61 | 29.37 | 23.37 | 0.7 |
| #6 |
Amazon |
Consumer Discretionary | 4.0286 | 8.3 | 3.72 | 40.04 | 19.58 | 0 |
| #7 |
Lam Research Corporation |
Technology | 3.4916 | 32.64 | 17.46 | 60.07 | 19.54 | 0.83 |
| #8 |
Micron Technology, Inc. |
Technology | 2.8203 | 8.91 | 12.91 | 56.52 | 7.39 | 0.33 |
| #9 |
KLA |
Technology | 2.7712 | 44.09 | 17.02 | 50.93 | 23.18 | 0.7 |
| #10 |
Cadence Design Systems |
Technology | 2.581 | 17.69 | 17.81 | 78.31 | 49.56 | 0 |
| #11 |
MercadoLibre, Inc. |
Consumer Discretionary | 2.3652 | 20.06 | 4.2 | 45.68 | 28.47 | 0 |
| #12 |
Progressive |
Financials | 2.2044 | 5.5 | 1.87 | 16.61 | 13.09 | 1.93 |
| #13 |
Deere & Company |
Industrials | 2.147 | 6.53 | 3.79 | 33.7 | 15.92 | 1.3 |
| #14 |
Workday, Inc. |
Technology | 1.9543 | 4.15 | 4.43 | 71.2 | 67.67 | 0 |
| #15 |
Amphenol |
Financials | 1.8736 | 8.91 | 5.77 | 36.23 | 24.04 | 0.61 |
| #16 |
Meta (Facebook) |
Technology | 1.8055 | 8.46 | 9.4 | 24.78 | 17.85 | 0.31 |
| #17 |
Vertiv Holdings Co. |
Industrials | 1.6881 | 25.99 | 10.01 | 76.85 | 30.09 | 0.11 |
| #18 |
Snowflake Inc. |
Technology | 1.4647 | 18.77 | 15.52 | -43.79 | -56.93 | 0 |
| #19 |
Intuitive Surgical |
Healthcare | 1.3661 | 11.54 | 22.84 | 82.13 | 67.19 | 0 |
| #20 |
Eli Lilly and Company |
Healthcare | 1.2595 | 49.02 | 14.17 | 44.77 | 47.94 | 0.67 |
| #21 |
AppLovin Corporation |
Technology | 1.2386 | 103.35 | 23.92 | 71.3 | 49.27 | 0 |
| #22 |
Intuit |
Technology | 1.1966 | 5.47 | 5.73 | 27.89 | 39.01 | 0.6 |
| #23 |
Constellation Energy Corporation |
Utilities | 1.1255 | 5.2 | 2.99 | 18.8 | 9.82 | 0.49 |
| #24 |
Eaton |
Financials | 1.0889 | 7.16 | 5.34 | 34.99 | 25.22 | 1.17 |
| #25 |
Lumentum Holdings |
Technology | 1.0506 | 44.37 | 30.61 | 1943.94 | 81.5 | 0 |
| #26 |
Howmet Aerospace Inc. |
Industrials | 0.9257 | 9.93 | 6.09 | 39.15 | 26.12 | 0.2 |
| #27 |
Palantir Technologies Inc. |
Technology | 0.9033 | 36.38 | 64.69 | 401.04 | 536.55 | 0 |
| #28 |
Alibaba Group Holding Limited |
Consumer Staples | 0.8703 | 0.36 | 0.37 | 2.83 | 13.05 | 1.46 |
| #29 |
Vistra Corp. |
Utilities | 0.8659 | 8.85 | 2.55 | 18.58 | 9.12 | 0.54 |
| #30 |
Oracle |
Technology | 0.7837 | 20.73 | 7.38 | 34.06 | 22.6 | 0.88 |
| #31 |
GE Vernova Inc. |
Utilities | 0.7443 | 8.63 | 2.62 | 58.92 | 51.3 | 0.11 |
| #32 |
ASML Holding N.V. |
Technology | 0.6974 | 14.22 | 9.3 | 34.7 | 25.62 | 0.72 |
| #33 |
Arista Networks |
Technology | 0.6732 | 14.29 | 18.82 | 48.28 | 46.59 | 0 |
| #34 |
Shopify |
Technology | 0.6657 | 12.01 | 15.64 | 68.78 | 124.65 | 0 |
| #35 |
Samsara inc |
Technology | 0.6441 | 15.07 | 12.9 | -104 | -174.41 | 0 |
| #36 |
Spotify Technology S.A. |
Telecom | 0.6308 | 16.23 | 5.72 | 78.79 | 58 | 0 |
| #37 |
Blackstone Group |
Financials | 0.5203 | 6.77 | 11.6 | 47.51 | 21.89 | 2.84 |
| #38 |
Datadog, Inc. |
Technology | 0.4507 | 18.88 | 19.09 | 278.89 | 163.03 | 0 |
| #39 |
Cloudflare |
Technology | 0.4174 | 35.14 | 22.02 | -876.62 | 578.1 | 0 |
| #40 |
Atlassian Corporation Plc |
Technology | 0.4005 | 14.24 | 3.67 | -74.65 | 2159.5 | 0 |
| #41 |
Nova Measuring Instruments Ltd. |
Technology | 0.3938 | 6.83 | 9.42 | 34.48 | 27.27 | 0 |
| #42 |
DoorDash, Inc. |
Telecom | 0.3349 | 7.58 | 5.55 | 81.38 | 59.02 | 0 |
| #43 |
Coinbase Global |
Financials | 0.265 | 3.46 | 7.13 | 40.62 | 35.12 | 0 |
| #44 |
Credo Technology Group Holding Ltd |
Technology | 0.2061 | 30.43 | 47.48 | 397.43 | 126.93 | 0 |
| #45 |
Via Renewables, Inc. |
Utilities | 0.0839 | 0.24 | 0.0693 | 2.01 | 1.4 | 0 |
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