姓名	行业	分享, %	P/BV	P/S	P/E	EV/Ebitda	股息产量
#1	Amphenol	Financials	2.8336	8.91	5.77	36.23	24.04	0.61
#2	Comfort Systems USA, Inc.	Industrials	2.8197	9.01	2.19	29.4	18.46	0.26
#3	Broadcom	Technology	2.7929	19.84	25.24	69.74	50.88	0.85
#4	Apple	Technology	2.7779	55.81	9.89	36.74	26.98	0.44
#5	AppLovin Corporation	Technology	2.5896	103.35	23.92	71.3	49.27	0
#6	Carvana Co.	Consumer Discretionary	2.2291	21.83	3.7	53.38	50.79	0
#7	Medpace Holdings, Inc.	Healthcare	2.0609	12.93	5.06	26.39	21.27	0
#8	KLA	Technology	1.991	44.09	17.02	50.93	23.18	0.7
#9	Howmet Aerospace Inc.	Industrials	1.8757	9.93	6.09	39.15	26.12	0.2
#10	Allegheny Technologies Incorporated	Industrials	1.8044	4.12	1.85	21.9	15.16	0
#11	MACOM Technology Solutions Holdings, Inc.	Technology	1.7679	13.62	18.68	-333.37	239.97	0
#12	Carpenter Technology Corporation	Industrials	1.7406	10.63	6.97	53.34	21.53	0.33
#13	Quanta	Industrials	1.6438	6.53	2.02	52.9	23.92	0.11
#14	Applied Materials	Technology	1.5382	15.63	11.25	45.6	19.35	0.82
#15	Western Digital	Technology	1.4471	19.67	10.97	56.13	13.38	0.0983
#16	Insmed Incorporated	Healthcare	1.4093	39.59	31.06	-21.8	-13.25	0
#17	Alphabet Inc.	Technology	1.4082	7.32	6.8	23.78	17.6	0.35
#18	Tenet Healthcare Corporation	Healthcare	1.3502	1.44	0.59	3.84	3.25	0
#19	Mueller Industries, Inc.	Industrials	1.3288	5.27	3.15	17.19	10.86	0.95
#20	APi Group Corporation	Industrials	1.3275	2.18	0.92	25.71	18.54	0
#21	Micron Technology, Inc.	Technology	1.286	8.91	12.91	56.52	7.39	0.33
#22	Jabil Inc.	Technology	1.2254	19.93	1.01	45.9	13.59	0.19
#23	Ciena Corporation	Technology	1.2157	18.8	10.76	416.1	69.69	0
#24	Lam Research Corporation	Technology	1.2127	32.64	17.46	60.07	19.54	0.83
#25	Curtiss-Wright Corporation	Industrials	1.1825	5.6	4.4	33.9	21.6	0.18
#26	GE Vernova Inc.	Utilities	1.1515	8.63	2.62	58.92	51.3	0.11
#27	Seagate	Technology	1.145	-202.08	10.06	62.32	17.17	1.73
#28	Intuitive Surgical	Healthcare	1.1324	11.54	22.84	82.13	67.19	0
#29	Natera, Inc.	Healthcare	1.132	16.54	11.65	-104.67	-128.42	0
#30	Microsoft Corporation	Technology	1.0954	8.71	10.61	29.37	23.37	0.7
#31	General Electric	Industrials	1.0866	9.4	4.75	28.05	19.36	0.48
#32	The Ensign Group, Inc.	Healthcare	1.0516	5.61	2.48	36.39	24.71	0.16
#33	BridgeBio Pharma, Inc.	Healthcare	1.0237	-3.5	23.01	-17.05	-14.09	0
#34	McKesson	Healthcare	1.0126	-59.49	0.34	37.45	16.74	0.38
#35	Tapestry	Consumer Discretionary	0.9985	40.7	4.98	190.58	42.43	1.41
#36	Parker-Hannifin	Industrials	0.9785	9.63	6.64	37.31	18.46	0.9
#37	Performance Food Group Company	Consumer Staples	0.958	3.36	0.24	44.14	14.07	0
#38	MasTec, Inc.	Industrials	0.9258	3.59	0.87	65.8	13.61	0
#39	Interactive Brokers Group	Financials	0.9257	1.18	3.76	25.84	3.71	0.45
#40	Caterpillar	Industrials	0.8828	9.11	2.74	16.46	13.04	1.33
#41	Cardinal Health	Healthcare	0.8812	-19.68	0.25	35.06	14.85	1.5
#42	Albemarle	Materials	0.8622	0.99	1.88	-7.77	-12.46	2.04
#43	Newmont Mining	Materials	0.8622	1.41	2.29	12.69	6.08	1.53
#44	Coherent, Inc.	Technology	0.8313	5.1	7.14	840.1	15.19	0
#45	Dycom Industries, Inc.	Industrials	0.8147	10.12	2.67	53.74	11.53	0
#46	CrowdStrike Holdings, Inc.	Technology	0.8046	27.11	22.49	-4614.19	298.31	0
#47	Woodward, Inc.	Industrials	0.7983	9.29	6.68	53.9	22.8	0.43
#48	Teradyne	Technology	0.7813	7.34	7.34	38.15	34.04	0.38