| Название | Отрасль | Доля, % | P/BV | P/S | P/E | EV/Ebitda | Дивидендная доходность | |
| #1 |
Lam Research Corporation |
Technology | 5.3612 | 32.64 | 17.46 | 60.07 | 19.54 | 0.83 |
| #2 |
Applied Materials |
Technology | 5.176 | 15.63 | 11.25 | 45.6 | 19.35 | 0.82 |
| #3 |
Western Digital |
Technology | 4.8557 | 19.67 | 10.97 | 56.13 | 13.38 | 0.0983 |
| #4 |
Seagate |
Technology | 4.6756 | -202.08 | 10.06 | 62.32 | 17.17 | 1.73 |
| #5 |
Alphabet Inc. |
Technology | 4.1512 | 7.32 | 6.8 | 23.78 | 17.6 | 0.35 |
| #6 |
KLA |
Technology | 3.962 | 44.09 | 17.02 | 50.93 | 23.18 | 0.7 |
| #7 |
Monolithic Power Systems, Inc. |
Technology | 3.5823 | 9.37 | 13.36 | 16.5 | 50.02 | 0.69 |
| #8 |
Analog Devices |
Technology | 3.2067 | 5.3 | 16.26 | 79.04 | 25.23 | 1.54 |
| #9 |
Monster Beverage |
Consumer Staples | 2.9536 | 8.93 | 7.1 | 35.27 | 25.89 | 0 |
| #10 |
AMD |
Technology | 2.8002 | 3.48 | 7.77 | 122.14 | 37.82 | 0 |
| #11 |
Regeneron |
Healthcare | 2.7434 | 2.75 | 5.69 | 18.33 | 15.25 | 0.22 |
| #12 |
Electronic Arts |
Technology | 2.7226 | 8.35 | 7.14 | 47.57 | 18.94 | 0.44 |
| #13 |
IDEXX |
Healthcare | 2.4111 | 21.49 | 8.8 | 38.61 | 27.42 | 0 |
| #14 |
Gilead Sciences |
Healthcare | 2.3501 | 6 | 4.02 | 240.57 | 29.81 | 2.59 |
| #15 |
Apple |
Technology | 2.328 | 55.81 | 9.89 | 36.74 | 26.98 | 0.44 |
| #16 |
AppLovin Corporation |
Technology | 2.1525 | 103.35 | 23.92 | 71.3 | 49.27 | 0 |
| #17 |
Amgen |
Healthcare | 2.0219 | 23.87 | 4.2 | 34.3 | 14.11 | 3.17 |
| #18 |
Diamondback |
Energy | 1.8943 | 0.86 | 3.12 | 10.3 | 6.1 | 4.03 |
| #19 |
Broadcom |
Technology | 1.8726 | 19.84 | 25.24 | 69.74 | 50.88 | 0.85 |
| #20 |
Cisco |
Technology | 1.8418 | 6.75 | 5.58 | 31.07 | 18.97 | 2.29 |
| #21 |
NVIDIA |
Technology | 1.805 | 61.15 | 37.17 | 66.56 | 34.59 | 0.0255 |
| #22 |
QUALCOMM |
Technology | 1.7047 | 7.6 | 3.64 | 29.08 | 12.86 | 2.22 |
| #23 |
Intuitive Surgical |
Healthcare | 1.6809 | 11.54 | 22.84 | 82.13 | 67.19 | 0 |
| #24 |
Vertex |
Healthcare | 1.6375 | 6.28 | 9.35 | -186.72 | 205.99 | 0 |
| #25 |
Airbnb |
Telecom | 1.5281 | 10.08 | 7.63 | 32.01 | 30.63 | 0 |
| #26 |
Marvell Technology Group Ltd. |
Technology | 1.4573 | 5.22 | 12.14 | -79.14 | 155.12 | 0.32 |
| #27 |
Palo Alto Networks |
Technology | 1.4065 | 13.13 | 11.14 | 90.6 | 73.74 | 0 |
| #28 |
DexCom, Inc. |
Healthcare | 1.3956 | 15.31 | 7.98 | 55.87 | 36.13 | 0 |
| #29 |
Meta (Facebook) |
Technology | 1.3312 | 8.46 | 9.4 | 24.78 | 17.85 | 0.31 |
| #30 |
Palantir Technologies Inc. |
Technology | 1.3041 | 36.38 | 64.69 | 401.04 | 536.55 | 0 |
| #31 |
CrowdStrike Holdings, Inc. |
Technology | 1.3007 | 27.11 | 22.49 | -4614.19 | 298.31 | 0 |
| #32 |
MercadoLibre, Inc. |
Consumer Discretionary | 1.3 | 20.06 | 4.2 | 45.68 | 28.47 | 0 |
| #33 |
Datadog, Inc. |
Technology | 1.2834 | 18.88 | 19.09 | 278.89 | 163.03 | 0 |
| #34 |
Booking Holdings |
Financials | 1.2227 | -24.36 | 5.05 | 25.14 | 30.78 | 0.74 |
| #35 |
Verisk |
Industrials | 1.2209 | 88.16 | 8.87 | 29.99 | 20.21 | 0.67 |
| #36 |
Cadence Design Systems |
Technology | 1.2197 | 17.69 | 17.81 | 78.31 | 49.56 | 0 |
| #37 |
Copart |
Consumer Discretionary | 1.1538 | 3.81 | 7.54 | 22.57 | 20.07 | 0 |
| #38 |
Microsoft Corporation |
Technology | 1.144 | 8.71 | 10.61 | 29.37 | 23.37 | 0.7 |
| #39 |
Adobe |
Technology | 1.1394 | 9.47 | 4.63 | 15.44 | 14.09 | 0 |
| #40 |
Autodesk |
Technology | 1.1215 | 18.61 | 7.96 | 43.87 | 44.24 | 0 |
| #41 |
Synopsys |
Technology | 1.1211 | 2.56 | 10.29 | 54.51 | 34.66 | 0 |
| #42 |
Fortinet |
Telecom | 1.082 | 49.16 | 12.33 | 42.08 | 32.5 | 0 |
| #43 |
Automatic Data Processing |
Technology | 1.0376 | 14.15 | 4.26 | 21.46 | 21.11 | 2.19 |
| #44 |
Netflix |
Consumer Staples | 1.016 | 15.98 | 10.14 | 45.4 | 16.21 | 0 |
| #45 |
Paychex |
Industrials | 0.9554 | 8 | 5.93 | 19.93 | 24.05 | 3.17 |
| #46 |
Roper |
Industrials | 0.9497 | 2.98 | 4.7 | 24.15 | 20.94 | 0.69 |
| #47 |
Zscaler, Inc. |
Technology | 0.9346 | 13.36 | 8.99 | -579.59 | 391.74 | 0 |
| #48 |
Workday, Inc. |
Technology | 0.9002 | 4.15 | 4.43 | 71.2 | 67.67 | 0 |
| #49 |
Intuit |
Technology | 0.7931 | 5.47 | 5.73 | 27.89 | 39.01 | 0.6 |
| #50 |
Atlassian Corporation Plc |
Technology | 0.7227 | 14.24 | 3.67 | -74.65 | 2159.5 | 0 |
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