Название	Отрасль	Доля, %	P/BV	P/S	P/E	EV/Ebitda	Дивидендная доходность
Microsoft Corporation	Technology	11.7974	12.55	13.74	38.22	25.92	0.7152
Apple	Technology	11.4745	61.52	8.96	37.37	26.59	0.4898
NVIDIA	Technology	10.571	36.43	25.7	52.61	44.1	0.0158
Amazon	Consumer Discretionary	6.22831	7.97	2.8	52.91	19.55	0
Meta (Facebook)	Technology	4.30367	6.07	6.89	23.76	16.18	0.2254
Alphabet Inc.	Technology	3.41318	6.35	5.86	24.39	18.04	0.1197
Google Alphabet	Technology	2.85543	6.41	5.91	24.6	18.2	0.2186
Eli Lilly and Company	Healthcare	2.71585	47.43	15.1	98.32	43.16	0.604
Broadcom	Technology	2.6324	12.65	16.61	145.28	38.56	1.23
Tesla	Industrials	2.31848	13.84	9.09	58.68	58.73	0
UnitedHealth Group	Healthcare	1.99659	4.93	1.33	21.81	16.44	1.44
Visa	Financials	1.68452	14.14	15.41	28.03	21.97	0.7145
Mastercard	Financials	1.50393	57.34	15.99	35.84	26.61	0.5369
Costco Wholesale	Consumer Staples	1.48466	17.11	1.59	54.87	33.15	0.5525
Netflix	Consumer Staples	1.10526	10.63	6.49	40.46	10.52	0
Salesforce	Technology	0.91891	4.75	8.12	68.45	31.26	0.3487
AMD	Technology	0.90515	4.06	10	265.63	563.39	0
Thermo Fisher Scientific	Healthcare	0.8634	4.38	4.79	34.24	33.84	0.2646
Adobe	Technology	0.86013	16.76	10.99	42.52	34.84	0
Linde	Materials	0.84024	4.92	6.15	32.62	17.7	1.17
Accenture plc	Technology	0.82085	7.42	3.34	29.8	19.27	1.52
General Electric	Industrials	0.73092	4.87	2.05	14.69	17.11	0.4174
ServiceNow	Technology	0.67468	18.8	15.99	82.85	111.64	0
Danaher Corporation	Healthcare	0.66995	3.2	7.17	36.09	35.53	0.4147
Intuit	Technology	0.66608	9.79	11.09	60.94	40.06	0.5791
Intuitive Surgical	Healthcare	0.64208	8.97	16.87	66.84	53.7	0
S&P Global Inc	Financials	0.62364	3.64	11.1	52.81	37.16	0.773
Progressive	Financials	0.55256	4.57	1.49	23.75	332.5	0.8545
Booking Holdings	Financials	0.49747	-47.07	6.05	30.11	20.3	0.5185
Elevance Health, Inc.	Healthcare	0.47436	2.81	0.6465	18.5	74.3	1.34
Vertex	Healthcare	0.46489	6	10.73	29.17	24.42	0
BlackRock	Financials	0.46029	2.93	6.48	21.98	16.33	2.29
Regeneron	Healthcare	0.45057	3.71	7.34	24.35	23.78	0
Palo Alto Networks	Technology	0.41191	21.74	14	43.61	87.71	0
T-Mobile US	Telecom	0.39143	2.89	2.38	22.47	21.13	0.8171
Cigna Corporation	Healthcare	0.38425	1.91	0.4534	17.14	21.72	1.65
Fiserv	Industrials	0.37806	2.05	3.67	25.73	12.66	0
Deere & Company	Industrials	0.37663	4.91	2.51	15.85	8.09	1.47
KLA	Technology	0.36705	33.07	11.35	40.34	29.76	0.7883
Lam Research Corporation	Technology	0.36694	16.27	9.32	36.31	28.16	1.03
Arista Networks	Technology	0.33622	10.47	12.89	36.2	31.91	0
Zoetis	Healthcare	0.32715	18.06	10.55	38.45	26.66	0.9161
Sherwin-Williams	Materials	0.3254	20.89	3.49	33.66	24.9	0.772
Equinix, Inc. (REIT)	Real Estate	0.30593	6.01	9.18	77.57	27.26	1.93
Chipotle Mexican Grill	Consumer Discretionary	0.29175	20.85	6.47	51.97	33.21	0
TransDigm	Industrials	0.28251	-13.07	10.34	47.92	26.04	0
Synopsys	Technology	0.28065	11.57	13.47	36.91	42.38	0
Moody's Corporation	Financials	0.28062	20.52	12.05	44.38	29.53	0.751
Cadence Design Systems	Technology	0.27472	22.1	18.39	72.26	53.03	0
PayPal Holdings	Financials	0.27393	3.25	2.3	16.12	10.55	0
Palantir Technologies Inc.	Technology	0.26495	11.41	18.26	193.62	261.06	0
Cintas	Industrials	0.26197	16.05	7.22	44.09	28.38	0.7413
EOG Resources	Energy	0.25767	2.54	3.08	9.4	5.62	2.87
McKesson	Healthcare	0.24885	-44.96	0.2327	23.95	16.01	0.4608
O'Reilly Automotive	Consumer Discretionary	0.24627	-33.39	3.67	24.75	20.6	0
Marvell Technology Group Ltd.	Technology	0.23333	4	10.76	22.15	73.74	0.3217
Constellation Energy Corporation	Utilities	0.23117	3.38	1.8	23.47	12.79	0.623
CrowdStrike Holdings, Inc.	Technology	0.22783	31.41	24.03	821.92	241.08	0
Roper	Industrials	0.22036	3.34	9.44	42.12	36.91	0.5549
D.R. Horton	Consumer Discretionary	0.21245	2.47	1.73	13.41	10.24	0.7401
Autodesk	Technology	0.21041	29.86	10.18	61.15	46.05	0
Marriott International	Consumer Discretionary	0.20532	-98.87	2.84	21.87	18.66	0.8917
Hilton Worldwide	Consumer Discretionary	0.20146	-20.42	4.68	42	24.28	0.2665
AutoZone, Inc.	Consumer Discretionary	0.19679	-11.93	3.06	21.28	15.81	0
Workday, Inc.	Technology	0.19519	9.68	10.78	56.64	170.98	0
Airbnb	Telecom	0.19206	11.25	9.26	19.16	39.15	0
United Rentals	Industrials	0.18195	4.82	2.74	16.17	7.74	0.852
Fortinet	Telecom	0.17873	-100.81	8.81	40.7	37.38	0
The Trade Desk, Inc.	Technology	0.17355	16.97	18.87	205.26	127.95	0
Fair Isaac Corporation	Technology	0.17193	-49.94	27.99	93.75	65.88	0
MSCI Inc.	Financials	0.16428	-60.69	17.75	39.09	28.61	1.08
W.W. Grainger	Industrials	0.16243	12.05	2.52	22.68	15.64	0.7613
L3Harris	Technology	0.16178	2.11	2.05	32.39	15.05	2.01
Copart	Consumer Discretionary	0.16071	6.68	11.9	36.99	27.82	0
IQVIA Holdings Inc.	Healthcare	0.15992	6.99	2.85	31.47	17.33	0
Monolithic Power Systems, Inc.	Technology	0.1593	14.69	16.54	70.48	56.66	0.6408
IDEXX	Healthcare	0.15564	31.34	12.71	55.06	42.86	0
Edwards Lifesciences Corporation	Healthcare	0.15441	6.88	7.7	32.95	29.83	0
Cheniere Energy	Energy	0.15325	4.64	2.05	4.24	3.82	0.9679
DoorDash, Inc.	Telecom	0.15106	5.76	4.54	0	-562.21	0
Constellation Brands	Consumer Staples	0.15067	4.52	4.56	26.31	18.76	1.51
Centene	Healthcare	0.15041	1.54	0.2599	14.81	13.88	0
Gartner, Inc.	Technology	0.14629	52.27	6.02	40.31	29.3	0
Corteva	Materials	0.14437	1.35	1.98	46.49	36.15	1.15
Humana	Healthcare	0.14006	1.53	0.5302	22.66	13.52	1.15
Snowflake Inc.	Technology	0.13887	13.03	24.1	0	-67.88	0
ResMed	Healthcare	0.13577	5.58	5.79	26.57	18.1	0.9109
Square	Financials	0.1347	2.53	2.16	4847.09	31.2	0
Monster Beverage	Consumer Staples	0.13262	7.2	8.3	36.33	29.19	0
Hess	Energy	0.13001	4.7	4.21	32.62	9.99	1.23
Old Dominion Freight Line	Industrials	0.1268	10.68	7.75	36.68	23.02	0.4619
Datadog, Inc.	Technology	0.12668	21.37	20.34	891.16	3986.37	0
Alnylam Pharmaceuticals, Inc.	Healthcare	0.12604	-108.14	13.05	0	-112.79	0
Baker Hughes	Energy	0.12584	2.23	1.36	17.82	16.4	2.39
Charter	Telecom	0.12462	3.95	1.06	12.74	7.52	0
Targa Resources Corp.	Energy	0.12232	4.25	1.25	23.45	9.22	1.96
Martin Marietta Materials	Materials	0.11968	3.84	4.55	26.37	16.29	0.5243
Vulcan Materials	Materials	0.11814	4.01	3.86	32.23	16.57	0.6818
CoStar Group	Real Estate	0.11748	4.85	14.5	94.99	80.77	0
Veeva Systems	Healthcare	0.1166	7.42	14.59	65.59	73.24	0
Diamondback	Energy	0.11477	1.62	3.38	8.96	5.37	4.79
Dell Technologies	Technology	0.11345	-27.03	0.7058	19.44	9.27	1.46
Lululemon Athletica	Consumer Discretionary	0.11167	14.45	6.36	39.46	23.32	0
Vertiv Holdings Co.	Industrials	0.1104	9.35	2.75	40.94	17.84	0.0883
Mettler-Toledo	Healthcare	0.10996	-177.87	7.04	33.81	24.9	0
NVR, Inc.	Consumer Cyclical	0.10921	5.49	2.58	15.07	13.74	0
Coinbase Global	Financials	0.10566	6.97	14.08	461.34	614.49	0
DexCom, Inc.	Healthcare	0.10261	25.13	14.35	96	58.92	0
ANSYS	Technology	0.10151	5.8	13.78	62.51	40.2	0
Axon Enterprise	Industrials	0.10103	12.12	12.5	112.18	104.87	0
Atlassian Corporation Plc	Technology	0.09675	42.01	9.96	0	740.39	0
SBA	Real Estate	0.0963	-5.33	10.1	54.57	22.66	1.72
HubSpot, Inc.	Technology	0.09321	21.91	13.33	0	1877.91	0
Halliburton	Energy	0.09258	3.5	1.43	12.51	9.69	2.09
First Solar	Technology	0.09216	2.74	5.51	22.02	13.44	0
Tyler Technologies, Inc.	Technology	0.09176	6.04	9.09	106.97	46.96	0
Take-Two	Technology	0.09006	4.4	4.66	43.72	-15.4	0
Cloudflare	Technology	0.08863	37.5	22.07	0	-161.52	0
Deckers Outdoor Corporation	Consumer Discretionary	0.0883	11.59	5.69	32.15	22.27	0
Roblox Corporation	Other	0.08636	412.93	10.12	0	-27.89	0
Moderna	Healthcare	0.08489	2.68	5.5	8.96	-11.06	0
Builders FirstSource, Inc.	Industrials	0.08472	4.56	1.26	14	9.22	0
Super Micro Computer, Inc.	Technology	0.08333	9.28	3.4	42.02	39.8	0
First Citizens BancShares, Inc.	Financials	0.08109	0.9831	1.8	1.81	25.57	0.3153
Corpay, Inc.	Technology	0.08036	6.29	5.49	21.02	12.92	0
West Pharmaceutical Services, Inc.	Healthcare	0.07954	9.28	9.06	45.04	29.9	0.2338
GoDaddy Inc.	Technology	0.07842	257.88	3.79	11.67	24.24	0
MongoDB, Inc.	Technology	0.07819	27.7	17.59	0	-245.46	0
Molina Healthcare, Inc.	Healthcare	0.0777	4.94	0.6111	19.09	10.53	0
AppLovin Corporation	Technology	0.07747	11.66	4.46	41.07	15.33	0
PTC	Technology	0.07672	6.68	9.34	57.04	31.69	0
Illumina	Healthcare	0.07569	3.85	4.91	39.92	-21.83	0
Markel Corporation	Financials	0.07534	1.19	1.18	9.29	6.37	0
Teledyne Technologies Incorporated	Technology	0.07421	2.25	3.68	23.44	17.19	0
Carlisle Companies	Industrials	0.07341	5.56	3.43	20.49	14.65	0.8528
EQT Corporation	Materials	0.07323	1.09	3.18	9.28	9.08	1.63
Waters Corporation	Healthcare	0.07151	16.99	6.61	30.43	26.3	0
Warner Bros. Discovery, Inc.	Communication Services	0.07056	0.5908	0.6642	6.91	9.55	0
EMCOR Group, Inc.	Industrials	0.06889	4.16	0.8165	16.23	9.85	0.2426
Ulta Beauty	Consumer Discretionary	0.0684	11.07	2.25	19.54	13.6	0
Avantor	Materials	0.06785	2.98	2.25	48.76	16.58	0
DraftKings Inc.	Consumer Discretionary	0.06693	19.57	4.49	0	-30.03	0
Zoom	Telecom	0.06687	2.58	4.58	32.51	30.55	0
Zebra Technologies Corporation	Technology	0.06461	4.59	3.03	47.07	20.89	0
Align Technology, Inc.	Healthcare	0.06435	5.73	5.39	46.77	31.05	0
Pinterest	Consumer Discretionary	0.06372	8.11	8.21	228.94	-190.2	0
FactSet Research Systems	Financials	0.06354	8.31	7.22	29.6	20.51	0.8987
Expedia Group	Consumer Discretionary	0.0634	8.37	1.82	29.27	10.7	0
Coterra Energy Inc.	Energy	0.06318	1.5	3.45	12.06	5.93	3.08
Everest Group, Ltd.	Financials	0.06157	1.11	1	5.8	-575.77	1.83
Insulet Corporation	Healthcare	0.0603	21.73	9.38	77.16	75.98	0
Texas Pacific Land Corporation	Energy	0.05818	11.91	19.66	30.62	23.35	0.911
LPL Financial Holdings	Industrials	0.05768	8.46	1.75	16.49	9.21	0.4434
Zscaler, Inc.	Technology	0.05698	20.75	12.2	0	405.21	0
PerkinElmer	Healthcare	0.05613	2.4	5.37	30.7	18.26	0
Pure Storage, Inc.	Technology	0.05599	10.77	4.83	223.21	59.58	0
Enphase Energy, Inc.	Technology	0.05579	19.52	8.38	43.74	45.34	0
Live Nation Entertainment, Inc.	Telecom	0.05374	14.26	0.9283	37.49	13.2	0
Domino’s Pizza Inc	Consumer Discretionary	0.05247	-3.56	3.24	27.95	21.09	1.22
Pool Corporation	Consumer Discretionary	0.05188	11.77	2.79	29.52	21.27	1.22
RenaissanceRe Holdings Ltd.	Financials	0.05169	0.5952	1.02	3.62	3.7	0.6135
Casey's General Stores	Consumer Staples	0.05163	3.96	0.8035	23.79	12.59	0.522
Tradeweb Markets Inc.	Financials	0.05064	3.27	14.5	53.16	26.01	0.3348
Nordson Corporation	Industrials	0.05048	4.9	5.34	30.72	24.57	1.18
Interactive Brokers Group	Financials	0.05026	0.6178	1.97	14.49	-14.73	0.4469
JB Hunt Transport Services Inc	Industrials	0.05026	5.13	1.64	28.93	13.04	0.9513
BioMarin Pharmaceutical	Healthcare	0.04837	3.72	7.62	109.95	71.81	0
Exact Sciences Corporation	Healthcare	0.04744	4.21	5.3	0	-1156.76	0
Floor & Decor Holdings, Inc.	Consumer Discretionary	0.04649	6.35	2.78	49.87	26.48	0
TopBuild	Industrials	0.04646	4.67	2.3	19.48	7.12	0
Dynatrace, Inc.	Technology	0.0455	6.83	9.63	89.05	71.24	0
Neurocrine Biosciences	Healthcare	0.04546	5.81	6.87	51.96	31.6	0
Tetra Tech, Inc.	Industrials	0.0453	6.95	2.45	38.15	23.12	1.02
Clean Harbors, Inc.	Industrials	0.04481	4.28	1.78	25.44	11.75	0
Okta, Inc.	Technology	0.04361	2.37	6.17	0	-64.8	0
Epam	Technology	0.04322	5.05	3.74	42.03	25.31	0
Performance Food Group Company	Consumer Staples	0.0432	2.64	0.1872	25.02	11.47	0
Saia, Inc.	Industrials	0.04296	6.23	4.2	34.08	18.64	0
Sarepta Therapeutics, Inc.	Healthcare	0.04287	10.17	7.03	0	-36.23	0
DocuSign, Inc.	Technology	0.0427	11.4	4.66	174.01	62.48	0
Bio-Techne Corporation	Healthcare	0.04256	5.68	10.14	69.88	38.71	0.4255
Robinhood Markets	Technology	0.04242	1.72	6.19	25.73	-25.6	0
Teleflex	Healthcare	0.04212	2.67	3.99	33.31	16.6	0.6301
Rexford Industrial Realty, Inc.	Real Estate	0.04098	1.4	14.3	47.95	25.36	3.61
CACI International Inc	Technology	0.04036	2.79	1.28	23.4	14.66	0
Catalent	Healthcare	0.04015	2.82	2.32	38.02	-52.08	0
TechnipFMC	Energy	0.03993	2.89	1.17	162.89	11.47	0.6837
Toast, Inc.	Technology	0.03911	8.23	2.54	0	-38.59	0
Incyte	Healthcare	0.03884	2.74	3.84	23.76	12.19	0
Huntington Ingalls Industries	Industrials	0.03837	2.5	0.8921	15	9.91	2.06
Twilio Inc.	Technology	0.03821	1.44	3.37	0	-16.55	0
Charles River Laboratories International	Healthcare	0.0381	3.32	2.94	25.61	14.48	0
Albemarle	Materials	0.03804	1.83	1.84	11.23	31.44	1.61
Kinsale Capital Group, Inc.	Financials	0.03704	7.14	6.33	25.17	20.17	0.1292
Snap Inc.	Technology	0.03663	11.39	5.97	0	-27.23	0
Solventum Corporation	Healthcare	0.03638	0	0	0	3.77	0
MarketAxess Holdings	Financials	0.03629	8.39	14.45	42.05	26.41	1.36
Qorvo	Technology	0.03602	3.09	2.92	98.39	25.76	0
Churchill Downs	Consumer Discretionary	0.03496	11.44	4.15	24.5	16.2	0.3224
Roku	Consumer Discretionary	0.03473	5.56	3.71	90.9	-37.37	0
Rivian Automotive, Inc.	Industrials	0.03399	2.4	4.96	0	-3.97	0
Dayforce Inc	Technology	0.03387	4.43	7.01	193.67	42.65	0
Universal Display Corporation	Technology	0.03271	6.24	15.66	44.46	34.37	0.8583
Chemed Corporation	Healthcare	0.03197	8.14	3.98	33.08	22.06	0.3071
Generac Holdings Inc.	Industrials	0.0316	3.4	1.99	39.36	16.95	0
Caesars Entertainment, Inc.	Consumer Discretionary	0.03058	2.14	0.8773	12.87	8.91	0
Medpace Holdings, Inc.	Healthcare	0.03056	17.76	5.27	35.11	26.91	0
WEX Inc.	Technology	0.03036	4.63	7026.51	569.33	685.24	0
Paycom Software, Inc.	Technology	0.03012	9.15	7.04	34.98	19.89	0.8446
Liberty Broadband Corporation	Telecom	0.02985	1.28	11.76	16.76	10.23	0
Lithia Motors, Inc.	Industrials	0.02846	1.41	0.2858	8.87	9.66	0.693
WillScot Mobile Mini Holdings Corp.	Industrials	0.02708	7.17	3.83	18.99	12.6	0
Repligen Corporation	Healthcare	0.02664	4.13	12.83	227.97	63.2	0
Trex	Industrials	0.02647	12.65	8.28	44.14	27.87	0
Penumbra, Inc.	Healthcare	0.02631	8.6	9.58	111.49	80.46	0
WESCO International, Inc.	Industrials	0.02621	1.83	0.4116	12.04	9.38	0.906
Range Resources	Energy	0.02606	1.95	2.88	8.44	9.93	0.9521
Jazz Pharmaceuticals plc	Healthcare	0.0251	2.34	2.28	21.06	10.27	0
Paylocity Holding Corporation	Technology	0.02486	7.36	5.42	36.77	21.56	0
Bio-Rad Laboratories	Healthcare	0.02467	1.07	3.51	4.1	18	0
ETSY	Consumer Discretionary	0.02389	-21.9	4.33	38.71	28.15	0
Elastic N.V.	Technology	0.02276	14.4	8.39	172.21	-135.86	0
National Oilwell Varco	Energy	0.02273	1.3	0.9459	8.18	14.87	1.33
Cleveland-Cliffs	Materials	0.02057	1.3	0.4818	26.56	6.78	0
Procore Technologies, Inc.	Technology	0.01904	8.56	10.41	0	-68.87	0
Unity Software Inc.	Technology	0.0186	4.7	7.33	0	-85.79	0
UiPath Inc.	Technology	0.01859	6.67	10.28	0	-87.89	0
Celsius Holdings, Inc.	Consumer Staples	0.01827	10.89	9	52.28	41.16	0
Masimo Corporation	Healthcare	0.01818	4.68	3.12	78.35	27.38	0
Bill.com Holdings, Inc.	Technology	0.01778	1.24	3.96	0	53.17	0
RH	Consumer Staples	0.01758	-19.3	1.89	45	17.82	0
Westlake Chemical Corporation	Industrials	0.01752	1.69	1.45	37.88	8.48	1.49
Wayfair Inc	Consumer Staples	0.0169	-2.83	0.6374	163.46	-32.44	0
ZoomInfo Technologies Inc.	Technology	0.01175	1.97	3.37	38.93	9.84	0
Credit Acceptance Corporation	Financials	0.00956	3.92	3.61	24.02	32.44	0
Five9	Technology	0.00767	10.7	6.32	0	236.86	0
Plug Power Inc.	Industrials	0.00541	0.9287	3.02	0	-3.4	0
SolarEdge Technologies, Inc.	Technology	0.00466	2.28	1.85	160.11	40.01	0
agilon health, inc.	Healthcare	0.00379	7.75	1.19	0	-23.88	0
Ubiquiti	Technology	0.00303	90.8	4.48	24.66	17.87	1.45
New Fortress Energy Inc.	Utilities	0.00266	4.53	3.34	14.71	13.52	2.63