Instuitional Investor - Dorsey Wright & Associates

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Carpenter Technology Corp	CRS	42,772	$26,383,593	4.47%
2.	Amphenol Corp	APH	563,224	$24,826,977	4.21%
3.	Ge Vernova Inc.	GEV	17,981	$21,124,638	3.58%
4.	Nvidia Corp	NVDA	101,194	$20,247,979	3.43%
5.	Comfort Systems Usa Inc	FIX	8,032	$15,919,074	2.7%