| Accenture plc (ACN) | $402.8M | 3.51% | 2,196,789 | +885,687 | Added |
| Cisco Systems, Inc. (CSCO) | $333.4M | 2.91% | 3,097,205 | -200,673 | Trimmed |
| NVIDIA Corp. (NVDA) | $317.1M | 2.77% | 1,388,432 | +81,980 | Added |
| Microsoft Corp. (MSFT) | $294.3M | 2.57% | 573,809 | +552,162 | Added |
| Amazon.com Inc. (AMZN) | $202.3M | 1.76% | 811,885 | +159,358 | Added |
| Alphabet Inc. (GOOGL) | $193.0M | 1.68% | 560,874 | -126,288 | Trimmed |
| AstraZeneca PLC (AZN) | $189.9M | 1.66% | 1,165,929 | -113,340 | Trimmed |
| Deutsche Bank A G (DB) | $180.4M | 1.57% | 4,997,095 | +3,536,604 | Added |
| Archer-Daniels-Midland Co. (ADM) | $179.7M | 1.57% | 2,263,198 | +1,462,429 | Added |
| Bank of Nova Scotia (BNS) | $176.6M | 1.54% | 1,941,676 | -127,563 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $176.2M | 1.54% | 2,823,235 | -230,245 | Trimmed |
| Twilio Inc. (TWLO) | $172.0M | 1.50% | 588,018 | +217,952 | Added |
| Cognizant Technology Solutions Corp. (CTSH) | $166.9M | 1.46% | 2,905,584 | +2,159,704 | Added |
| Franklin Templeton Inc. (BEN) | $165.0M | 1.44% | 5,137,952 | -173,257 | Trimmed |
| General Motors Co. (GM) | $164.7M | 1.44% | 2,138,403 | +363,125 | Added |
| ATI Inc. (ATI) | $161.8M | 1.41% | 854,431 | +12,938 | Added |
| Plains GP Holdings LP (PAGP) | $161.4M | 1.41% | 6,231,288 | +955,231 | Added |
| SLB Limited (SLB) | $153.0M | 1.33% | 3,140,398 | +441,444 | Added |
| First Horizon Corp. (FHN) | $150.2M | 1.31% | 6,523,146 | -653,676 | Trimmed |
| J.B. Hunt Transport Services, Inc. (JBHT) | $146.2M | 1.27% | 652,695 | -132,237 | Trimmed |
| Citizens Financial Group Inc. (CFG) | $142.6M | 1.24% | 2,236,293 | +291,906 | Added |
| Smurfit Westrock plc (SW) | $141.8M | 1.24% | 3,214,979 | +2,822,720 | Added |
| Jones Lang Lasalle Inc. (JLL) | $140.7M | 1.23% | 460,389 | +86,563 | Added |
| Meta Platforms, Inc. (META) | $139.4M | 1.22% | 192,252 | +147,497 | Added |
| Petróleo Brasileiro S.A. (Petrobras) (PBR) | $138.6M | 1.21% | 6,643,028 | +270,422 | Added |
| Biogen Inc. (BIIB) | $131.4M | 1.15% | 581,774 | +10,800 | Added |
| Advanced Micro Devices Inc. (AMD) | $130.4M | 1.14% | 213,096 | +32,954 | Added |
| Bank of New York Mellon Corp. (BNY) | $130.3M | 1.14% | 900,732 | +6,442 | Added |
| AbbVie Inc. (ABBV) | $130.0M | 1.13% | 497,086 | +14,495 | Added |
| Apple Inc. (AAPL) | $126.6M | 1.10% | 380,103 | +133,966 | Added |
| Targa Resources Corp. (TRGP) | $123.6M | 1.08% | 457,261 | +111,741 | Added |
| ConocoPhillips (COP) | $117.4M | 1.02% | 938,163 | +938,163 | New position |
| Crane Co. (CR) | $114.7M | 1.00% | 562,117 | +567 | Added |
| Comfort Systems USA Inc. (FIX) | $107.4M | 0.94% | 64,919 | +45,363 | Added |
| Pfizer Inc. (PFE) | $107.3M | 0.94% | 3,761,718 | -3,850,879 | Trimmed |
| Elanco Animal Health Inc. (ELAN) | $103.3M | 0.90% | 4,611,977 | +1,645,331 | Added |
| Centerpoint Energy Inc. (CNP) | $102.5M | 0.89% | 2,785,648 | +29,400 | Added |
| Everpure, Inc. (P) | $101.5M | 0.89% | 775,776 | +388,066 | Added |
| Seagate Technology Holdings plc (STX) | $101.0M | 0.88% | 109,550 | -2,869 | Trimmed |
| Parker-Hannifin Corp. (PH) | $98.5M | 0.86% | 103,130 | +2,507 | Added |
| Lam Research Corp. (LRCX) | $97.3M | 0.85% | 296,062 | -348,799 | Trimmed |
| Dell Technologies Inc. (DELL) | $93.8M | 0.82% | 174,455 | -10,157 | Trimmed |
| Wintrust Financial Corp. (WTFC) | $91.4M | 0.80% | 644,295 | -51,667 | Trimmed |
| Venture Global, Inc. (VG) | $90.3M | 0.79% | 7,143,406 | +6,307,200 | Added |
| Goldman Sachs Group Inc. (GS) | $88.9M | 0.78% | 98,708 | +3,080 | Added |
| Eli Lilly & Co. (LLY) | $88.3M | 0.77% | 76,310 | -19,638 | Trimmed |
| Truist Financial Corp. (TFC) | $87.0M | 0.76% | 1,879,173 | -585,165 | Trimmed |
| Natera, Inc. (NTRA) | $83.2M | 0.73% | 201,333 | +1,246 | Added |
| nVent Electric plc (NVT) | $82.9M | 0.72% | 516,997 | -153,020 | Trimmed |
| Atlassian Corp. (TEAM) | $82.7M | 0.72% | 461,537 | +159,884 | Added |
| BankUnited, Inc. (BKU) | $82.7M | 0.72% | 1,959,811 | -581,636 | Trimmed |
| Diversified Energy Co. (DEC) | $82.4M | 0.72% | 6,148,058 | +470,823 | Added |
| Mizuho Financial Group Inc. (MFG) | $82.1M | 0.72% | 7,433,017 | +3,406,701 | Added |
| Walmart Inc. (WMT) | $81.0M | 0.71% | 779,272 | +265,717 | Added |
| Freeport-McMoRan Inc. (FCX) | $81.0M | 0.71% | 1,156,662 | -948,458 | Trimmed |
| IQVIA Holdings Inc. (IQV) | $80.1M | 0.70% | 297,972 | +181,979 | Added |
| Cullen/Frost Bankers, Inc. (CFR) | $79.7M | 0.69% | 521,810 | +85,267 | Added |
| Credicorp Ltd (BAP) | $78.2M | 0.68% | 205,824 | -45,107 | Trimmed |
| Quest Diagnostics Inc. (DGX) | $78.0M | 0.68% | 334,585 | -133,336 | Trimmed |
| Cardinal Health Inc. (CAH) | $76.3M | 0.67% | 343,092 | -26,268 | Trimmed |
| Onto Innovation Inc. (ONTO) | $75.8M | 0.66% | 246,262 | +60,648 | Added |
| Axogen, Inc. (AXGN) | $74.7M | 0.65% | 1,780,992 | +384,200 | Added |
| First Industrial Realty Trust Inc. (FR) | $74.1M | 0.65% | 1,244,218 | +6,732 | Added |
| Bloom Energy Corp. (BE) | $73.4M | 0.64% | 264,908 | +24,849 | Added |
| Repligen Corp. (RGEN) | $72.0M | 0.63% | 374,482 | +252,755 | Added |
| UnitedHealth Group Inc. (UNH) | $69.6M | 0.61% | 189,516 | -23,166 | Trimmed |
| Embraer S.a. (EMBJ) | $69.1M | 0.60% | 917,262 | -344,423 | Trimmed |
| Citigroup Inc. (C) | $67.9M | 0.59% | 524,114 | +178,858 | Added |
| Devon Energy Corp. (DVN) | $67.5M | 0.59% | 1,465,225 | +746,360 | Added |
| Hasbro, Inc. (HAS) | $64.9M | 0.57% | 739,849 | -18,294 | Trimmed |
| MongoDB, Inc. (MDB) | $64.2M | 0.56% | 184,162 | -134,355 | Trimmed |
| Valley National Bancorp (VLY) | $63.5M | 0.55% | 5,032,506 | -2,244,168 | Trimmed |
| Lattice Semiconductor Corp. (LSCC) | $61.2M | 0.53% | 487,423 | +285,991 | Added |
| Applied Materials Inc. (AMAT) | $60.9M | 0.53% | 119,052 | -27,519 | Trimmed |
| Sphere Entertainment Co. (SPHR) | $60.2M | 0.53% | 447,982 | +243,376 | Added |
| Lumentum Holdings Inc. (LITE) | $60.2M | 0.53% | 61,938 | +61,938 | New position |
| Medpace Holdings, Inc. (MEDP) | $59.0M | 0.51% | 94,503 | +56,830 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $57.2M | 0.50% | 84,793 | +43,523 | Added |
| Valero Energy Corp. (VLO) | $55.3M | 0.48% | 142,653 | +4,574 | Added |
| Axon Enterprise, Inc. (AXON) | $54.8M | 0.48% | 129,625 | -140,126 | Trimmed |
| Pagseguro Digital Ltd (PAGS) | $54.2M | 0.47% | 6,092,251 | -1,593,293 | Trimmed |
| Phillips 66 (PSX) | $53.7M | 0.47% | 210,381 | +48,634 | Added |
| Hewlett Packard Enterprise Co. (HPE) | $53.5M | 0.47% | 837,082 | -512,221 | Trimmed |
| Flutter Entertainment plc (FLUT) | $51.8M | 0.45% | 695,300 | -3,500 | Trimmed |
| HF Sinclair Corp. (DINO) | $47.2M | 0.41% | 439,739 | +110,661 | Added |
| Wayfair Inc. (W) | $47.0M | 0.41% | 458,312 | -53,556 | Trimmed |
| Star Bulk Carriers Corp. (SBLK) | $46.5M | 0.41% | 1,585,263 | +823,575 | Added |
| Texas Instruments Inc. (TXN) | $45.7M | 0.40% | 163,174 | -13,696 | Trimmed |
| Coherent Corp. (COHR) | $45.0M | 0.39% | 156,201 | -87,334 | Trimmed |
| Corning Inc. (GLW) | $44.1M | 0.39% | 287,046 | +10,688 | Added |
| Diodes Inc. (DIOD) | $43.6M | 0.38% | 450,633 | +99,286 | Added |
| Hudbay Minerals Inc. (HBM) | $42.3M | 0.37% | 1,583,887 | -1,268,059 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $42.0M | 0.37% | 92,112 | +7,235 | Added |
| Palomar Holdings, Inc. (PLMR) | $41.4M | 0.36% | 335,986 | +2,018 | Added |
| Globus Medical Inc. (GMED) | $40.6M | 0.35% | 541,840 | -31,580 | Trimmed |
| Broadcom Inc. (AVGO) | $39.3M | 0.34% | 111,892 | +61,860 | Added |
| Frontline PLC (FRO) | $38.2M | 0.33% | 774,952 | +26,380 | Added |
| Cloudflare, Inc. (NET) | $36.8M | 0.32% | 106,057 | +7,175 | Added |
| Synchrony Financial (SYF) | $36.4M | 0.32% | 512,567 | +109,331 | Added |
| JPMorgan Chase & Co. (JPM) | $34.5M | 0.30% | 104,141 | +38,677 | Added |