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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	27.4
	GE Vernova Inc	19.0
	Broadcom Inc	18.5
	Apple Inc	17.7
	Amphenol Corp /DE/	13.8
	Alcoa Inc	12.7
	Comfort Systems USA Inc	12.1
	Alphabet Inc	11.8
	Microsoft Corp	10.9
	Emcor Group Inc	10.7
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Holdings by Sector ($M)

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