Название	Отрасль	Доля, %	P/BV	P/S	P/E	EV/Ebitda	Дивидендная доходность
NVIDIA	Technology	7.86411	36.43	25.7	52.61	44.1	0.0158
Apple	Technology	7.72815	61.52	8.96	37.37	26.59	0.4898
Meta (Facebook)	Technology	4.78579	6.07	6.89	23.76	16.18	0.2254
Microsoft Corporation	Technology	3.57086	12.55	13.74	38.22	25.92	0.7152
Arista Networks	Technology	3.21155	10.47	12.89	36.2	31.91	0
Walmart	Consumer Staples	2.75355	4.94	0.6906	28.86	12.82	1.11
Parker-Hannifin	Industrials	2.65248	5.45	3.3	23.14	15.1	1.05
AppLovin Corporation	Technology	2.52773	11.66	4.46	41.07	15.33	0
Axon Enterprise	Industrials	2.47698	12.12	12.5	112.18	104.87	0
D.R. Horton	Consumer Discretionary	2.26451	2.47	1.73	13.41	10.24	0.7401
Trane Technologies plc	Industrials	2.20809	7.97	3.16	27.63	18.8	0.9419
Howmet Aerospace Inc.	Industrials	2.20212	5.52	3.36	29.13	17.21	0.2377
Boston Scientific	Healthcare	2.19138	4.19	5.75	51.36	24.98	0
Arch Capital Group Ltd.	Financials	2.13862	1.52	2.09	6.3	159.54	4.96
McKesson	Healthcare	2.07196	-44.96	0.2327	23.95	16.01	0.4608
Republic Services	Industrials	2.06501	4.89	3.44	29.76	14.51	1.08
Stryker	Healthcare	2.04271	6.14	5.57	36.07	25.08	0.9087
Deckers Outdoor Corporation	Consumer Discretionary	2.01092	11.59	5.69	32.15	22.27	0
Garmin Ltd	Technology	1.98958	3.51	4.7	19.07	18.51	1.68
Amphenol	Financials	1.95841	7.29	4.89	31.87	25.12	0.74
Vistra Corp.	Utilities	1.83516	2.68	0.9652	9.55	5.61	0.8347
Packaging Corporation of America	Consumer Discretionary	1.75866	3.66	1.88	19.14	10.51	2.49
Alphabet Inc.	Technology	1.75604	6.35	5.86	24.39	18.04	0.1197
AmerisourceBergen	Healthcare	1.73422	404.06	0.1207	16.95	8.95	0
Colgate-Palmolive Company	Consumer Staples	1.72605	68.02	3.35	28.3	15.58	2.14
Manhattan Associates, Inc.	Technology	1.6515	49.54	14.84	78.08	62.76	0
Williams-Sonoma, Inc.	Consumer Staples	1.50609	6.15	1.69	13.78	8.87	1.34
Toll Brothers	Consumer Discretionary	1.4859	2.01	1.42	9.82	8.31	0.7092
Cboe Global Markets	Industrials	1.39926	4.68	4.94	24.48	16.11	1.16
Booz Allen Hamilton	Industrials	1.39808	18.4	1.81	31.79	18.61	1.31
HCA Healthcare	Healthcare	1.36396	70.4	1.15	14.24	9.08	0.7652
Universal Health Services	Healthcare	1.26398	1.73	0.7516	14.96	9.17	0.4039
Erie Indemnity Company	Financials	1.22831	10.54	5.38	39.3	30.81	1.28
Guidewire Software	Technology	1.2027	9.17	12.56	0	609.94	0
Clean Harbors, Inc.	Industrials	1.20162	4.28	1.78	25.44	11.75	0
W. R. Berkley Corporation	Financials	1.19951	2.57	1.58	13.89	11.9	0.2268
Eli Lilly and Company	Healthcare	1.19268	47.43	15.1	98.32	43.16	0.604
Vertiv Holdings Co.	Industrials	1.17478	9.35	2.75	40.94	17.84	0.0883
Wingstop Inc.	Consumer Discretionary	1.12936	-16.85	16.75	109.84	66.2	0.2499
Palo Alto Networks	Technology	1.0596	21.74	14	43.61	87.71	0
East West Bancorp, Inc.	Financials	1.05343	1.46	2.56	8.74	-99.48	2.54
Tenet Healthcare Corporation	Healthcare	0.89115	1.44	0.3863	12.99	6.95	0
Brown & Brown	Financials	0.87065	3.55	4.65	22.73	18.73	0.5556
Wabtec	Industrials	0.7803	2.16	2.35	27.89	14.29	0.4475
Texas Roadhouse, Inc.	Consumer Cyclical	0.72372	7.03	1.76	26.67	16.36	1.46
SharkNinja, Inc.	Consumer Cyclical	0.66679	4.77	1.66	42.26	13.9	0
Aflac	Financials	0.52091	2.22	2.61	10.47	1329.48	1.94
Amazon	Consumer Discretionary	0.51493	7.97	2.8	52.91	19.55	0
Fair Isaac Corporation	Technology	0.50337	-49.94	27.99	93.75	65.88	0
Fiserv	Industrials	0.47417	2.05	3.67	25.73	12.66	0
Janus Henderson Group plc	Financials	0.45204	0.995	2.25	9.17	8	4.4
TechnipFMC	Energy	0.40186	2.89	1.17	162.89	11.47	0.6837
AbbVie	Healthcare	0.4013	26.42	5.06	56.49	17.75	3.43
PulteGroup	Consumer Discretionary	0.40114	2.42	1.44	8.71	-18.76	0.7241
CrowdStrike Holdings, Inc.	Technology	0.39443	31.41	24.03	821.92	241.08	0
Google Alphabet	Technology	0.37874	6.41	5.91	24.6	18.2	0.2186
Nasdaq	Financials	0.36224	2.68	4.78	27.38	27.32	1.35
Virtu Financial, Inc.	Financials	0.23966	0.1514	1.15	13.58	6.17	3.65
Cigna Corporation	Healthcare	0.17042	1.91	0.4534	17.14	21.72	1.65
Motorola Solutions	Technology	0.16549	72.16	5.34	31.2	25.36	0.9245
The Bank of New York Mellon	Financials	0.13325	0.9888	2.34	12.34	-4.73	2.74
Cummins	Industrials	0.09865	3.41	0.9928	46.01	22.06	2.22
Medpace Holdings, Inc.	Healthcare	0.08566	17.76	5.27	35.11	26.91	0