| Microsoft Corporation |
MSFT
|
127 495 630 |
4.7 |
354 312 |
| International Business Machines Corporation |
IBM
|
126 751 401 |
4.7 |
557 198 |
| Alphabet Inc. (Class A) |
GOOGL
|
120 272 297 |
4.4 |
826 046 |
| Amazon.com, Inc. |
AMZN
|
113 306 139 |
4.2 |
662 609 |
| Oracle Corporation |
ORCL
|
108 649 435 |
4.0 |
847 037 |
| Nutanix, Inc. (Class A) |
NTNX
|
107 017 033 |
3.9 |
1 829 351 |
| Pure Storage, Inc. (Class A) |
PSTG
|
99 670 285 |
3.7 |
2 680 750 |
| Arista Networks, Inc. |
ANET
|
97 304 846 |
3.6 |
1 511 649 |
| Akamai Technologies, Inc. |
AKAM
|
85 648 265 |
3.1 |
1 162 278 |
| Cisco Systems, Inc. |
CSCO
|
79 774 676 |
2.9 |
1 462 682 |
| MongoDB, Inc. |
MDB
|
67 669 908 |
2.5 |
438 305 |
| Cloudflare, Inc. (Class A) |
NET
|
62 652 713 |
2.3 |
645 372 |
| Salesforce, Inc. |
CRM
|
56 848 973 |
2.1 |
236 123 |
| Adobe Incorporated |
ADBE
|
55 978 261 |
2.1 |
160 364 |
| Rubrik, Inc. (Class A) |
RBRK
|
55 911 444 |
2.1 |
1 079 997 |
| ServiceNow, Inc. |
NOW
|
54 587 049 |
2.0 |
75 642 |
| Lumen Technologies, Inc. |
LUMN
|
54 360 816 |
2.0 |
16 624 103 |
| Workiva Inc. |
WK
|
54 297 968 |
2.0 |
803 581 |
| NetApp, Inc. |
NTAP
|
53 622 647 |
2.0 |
704 634 |
| Dell Technologies Inc. (Class C) |
DELL
|
49 023 858 |
1.8 |
684 404 |
| Twilio Inc. (Class A) |
TWLO
|
49 012 983 |
1.8 |
586 420 |
| HubSpot, Inc. |
HUBS
|
48 715 710 |
1.8 |
97 140 |
| Shopify Inc. (Class A) |
SHOP
|
48 282 383 |
1.8 |
627 941 |
| GitLab Inc. (Class A) |
GTLB
|
47 995 873 |
1.8 |
1 168 067 |
| Applovin Corp. (Class A) |
APP
|
47 363 518 |
1.7 |
215 907 |
| Atlassian Corporation (Class A) |
TEAM
|
46 431 622 |
1.7 |
247 411 |
| Hewlett Packard Enterprise Company |
HPE
|
45 407 045 |
1.7 |
3 550 199 |
| Confluent, Inc. (Class A) |
CFLT
|
44 692 625 |
1.6 |
2 215 797 |
| SAP SE (ADR) |
SAP
|
42 368 007 |
1.6 |
170 495 |
| Wix.com Ltd. |
WIX
|
35 046 086 |
1.3 |
233 625 |
| DigitalOcean Holdings, Inc. |
DOCN
|
32 703 688 |
1.2 |
1 141 490 |
| Five9, Inc. |
FIVN
|
29 637 616 |
1.1 |
1 288 592 |
| RingCentral, Inc. (Class A) |
RNG
|
26 341 870 |
1.0 |
1 165 054 |
| AppFolio, Inc. (Class A) |
APPF
|
23 634 395 |
0.9 |
109 292 |
| Dropbox, Inc. (Class A) |
DBX
|
22 964 934 |
0.8 |
902 355 |
| Veeva Systems Inc. (Class A) |
VEEV
|
22 349 218 |
0.8 |
104 592 |
| Blackbaud, Inc. |
BLKB
|
22 059 976 |
0.8 |
354 662 |
| Open Text Corporation |
OTEX
|
21 908 688 |
0.8 |
907 944 |
| Zoom Communications, Inc. (Class A) |
ZM
|
21 550 597 |
0.8 |
318 090 |
| Intuit Inc. |
INTU
|
21 444 830 |
0.8 |
38 190 |
| BlackLine, Inc. |
BL
|
21 404 552 |
0.8 |
485 364 |
| Box, Inc. (Class A) |
BOX
|
21 371 236 |
0.8 |
716 915 |
| Paycom Software, Inc. |
PAYC
|
21 161 317 |
0.8 |
106 816 |
| Qualys, Inc. |
QLYS
|
21 147 917 |
0.8 |
178 328 |
| Appian Corporation |
APPN
|
21 090 854 |
0.8 |
798 896 |
| Zscaler, Inc. |
ZS
|
20 867 300 |
0.8 |
119 467 |
| DocuSign, Inc. |
DOCU
|
20 353 832 |
0.7 |
281 870 |
| Paylocity Holding Corporation |
PCTY
|
20 068 179 |
0.7 |
114 754 |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD
|
19 350 225 |
0.7 |
60 163 |
| Workday, Inc. (Class A) |
WDAY
|
19 330 454 |
0.7 |
89 023 |
| Palo Alto Networks, Inc. |
PANW
|
18 905 388 |
0.7 |
123 106 |
| Q2 Holdings, Inc. |
QTWO
|
18 865 719 |
0.7 |
268 322 |
| Toast, Inc. (Class A) |
TOST
|
18 547 980 |
0.7 |
607 334 |
| Sprout Social, Inc. (Class A) |
SPT
|
17 845 363 |
0.7 |
882 560 |
| Datadog, Inc. (Class A) |
DDOG
|
17 686 328 |
0.6 |
201 141 |
| Snowflake Inc. (Class A) |
SNOW
|
17 278 647 |
0.6 |
132 373 |
| Asana, Inc. (Class A) |
ASAN
|
17 232 252 |
0.6 |
1 217 827 |
| The Trade Desk, Inc. (Class A) |
TTD
|
15 415 352 |
0.6 |
333 377 |
| Klaviyo, Inc. (Class A) |
KVYO
|
15 364 434 |
0.6 |
596 214 |
| Elastic N.V. |
ESTC
|
15 340 001 |
0.6 |
201 471 |
| Fastly, Inc. (Class A) |
FSLY
|
12 921 398 |
0.5 |
2 504 147 |
| US Dollar |
|
2 395 219 |
0.1 |
2 395 220 |
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