| Issuer | % book | Business |
|---|
| $MSFT · MICROSOFT CORP | 16.6% | Windows, Office, Azure cloud, Xbox, AI software |
| $AMZN · AMAZON COM INC | 14.2% | E-commerce, AWS cloud computing, advertising, devices |
| $COF · CAPITAL ONE FINL CORP | 14.1% | Credit cards and consumer banking |
| $TRU · TRANSUNION | 13.1% | Consumer credit reporting and analytics |
| $WDAY · WORKDAY INC | 10.2% | Cloud HR and finance enterprise software |
| $TPD · SOMNIGROUP INTERNATIONAL INC | 7.3% | Mattress maker/retailer (Tempur-Pedic, Sealy, Mattress Firm) |
| $MSCI · MSCI INC | 6.7% | Equity indices, ESG and analytics |
| $QSR · RESTAURANT BRANDS INTL INC | 6.0% | Burger King, Tim Hortons, Popeyes franchisor |
| $PCOR · PROCORE TECHNOLOGIES INC | 5.7% | Construction management software platform |
| $AG8 · AGILENT TECHNOLOGIES INC | 4.9% | Analytical lab instruments and diagnostics |