| NVIDIA Corp. (NVDA) | $587.3M | 3.81% | 2,571,429 | -56,518 | Trimmed |
| Apple Inc. (AAPL) | $530.9M | 3.45% | 1,594,177 | -15,569 | Trimmed |
| Alphabet Inc. (GOOGL) | $425.0M | 2.76% | 1,235,195 | +215,004 | Added |
| Microsoft Corp. (MSFT) | $411.0M | 2.67% | 801,234 | -14,089 | Trimmed |
| Broadcom Inc. (AVGO) | $288.3M | 1.87% | 821,013 | +82,707 | Added |
| Halozyme Therapeutics, Inc. (HALO) | $251.9M | 1.64% | 2,281,615 | +1,052,509 | Added |
| Arista Networks, Inc. (ANET) | $213.7M | 1.39% | 1,049,467 | -127,139 | Trimmed |
| Ligand Pharmaceuticals Inc. (LGND) | $205.7M | 1.33% | 658,556 | -1,355 | Trimmed |
| Meta Platforms, Inc. (META) | $203.7M | 1.32% | 280,895 | -11,308 | Trimmed |
| Repligen Corp. (RGEN) | $196.2M | 1.27% | 1,020,907 | +8,681 | Added |
| Visa Inc. (V) | $187.6M | 1.22% | 522,219 | -141,300 | Trimmed |
| Amazon.com Inc. (AMZN) | $184.6M | 1.20% | 741,049 | +7,206 | Added |
| Costco Wholesale Corp. (COST) | $183.0M | 1.19% | 201,044 | -7,807 | Trimmed |
| Amphenol Corp. (APH) | $181.0M | 1.18% | 2,147,483 | -294,159 | Trimmed |
| MongoDB, Inc. (MDB) | $175.1M | 1.14% | 502,346 | -8,881 | Trimmed |
| UFP Technologies Inc. (UFPT) | $171.8M | 1.11% | 578,770 | -108,669 | Trimmed |
| Eaton Corp. plc (ETN) | $169.3M | 1.10% | 393,986 | -19,091 | Trimmed |
| ASML Holding N.V. (ASML) | $162.2M | 1.05% | 89,548 | +1,283 | Added |
| Welltower Inc. (WELL) | $160.4M | 1.04% | 696,783 | -24,818 | Trimmed |
| Moog Inc. (MOGA) | $154.0M | 1.00% | 403,781 | -2,543 | Trimmed |
| GE Vernova Inc. (GEV) | $150.5M | 0.98% | 158,328 | -34,344 | Trimmed |
| InterDigital, Inc. (IDCC) | $149.4M | 0.97% | 458,053 | +36,620 | Added |
| TG Therapeutics, Inc. (TGTX) | $145.4M | 0.94% | 2,606,516 | +6,393 | Added |
| Eli Lilly & Co. (LLY) | $144.1M | 0.94% | 124,514 | +1,454 | Added |
| Parker-Hannifin Corp. (PH) | $139.6M | 0.91% | 146,145 | -6,717 | Trimmed |
| Novanta Inc. (NOVT) | $139.3M | 0.90% | 979,842 | +6,075 | Added |
| Imax Corp. (IMAX) | $139.3M | 0.90% | 2,541,756 | +4,466 | Added |
| JFrog Ltd. (FROG) | $137.8M | 0.90% | 1,420,301 | +178,310 | Added |
| Howmet Aerospace Inc. (HWM) | $134.9M | 0.88% | 596,554 | -25,889 | Trimmed |
| Enpro Inc. (NPO) | $132.0M | 0.86% | 430,984 | -2,128 | Trimmed |
| Brinker International, Inc. (EAT) | $130.0M | 0.84% | 671,777 | -13,571 | Trimmed |
| Interactive Brokers Group, Inc. (IBKR) | $128.3M | 0.83% | 1,502,435 | -25,304 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $126.7M | 0.82% | 140,701 | -41,392 | Trimmed |
| Micron Technology Inc. (MU) | $126.2M | 0.82% | 118,460 | +58,922 | Added |
| TJX Companies Inc. (TJX) | $124.8M | 0.81% | 943,136 | +18,673 | Added |
| Sensient Technologies Corp. (SXT) | $121.8M | 0.79% | 932,079 | +1,740 | Added |
| Ecolab Inc. (ECL) | $119.4M | 0.78% | 434,723 | -20,241 | Trimmed |
| Commvault Systems Inc. (CVLT) | $117.5M | 0.76% | 783,667 | -139,399 | Trimmed |
| LivaNova plc (LIVN) | $115.0M | 0.75% | 1,502,802 | +558 | Held |
| Williams Companies, Inc. (WMB) | $114.1M | 0.74% | 1,678,477 | -69,419 | Trimmed |
| Arm Holdings plc (ARM) | $112.7M | 0.73% | 389,126 | -19,923 | Trimmed |
| Merit Medical Systems Inc. (MMSI) | $108.7M | 0.71% | 1,260,675 | +76,338 | Added |
| Shopify Inc. (SHOP) | $108.4M | 0.70% | 730,843 | -33,758 | Trimmed |
| Champion Homes, Inc. (SKY) | $104.8M | 0.68% | 1,222,557 | +9,597 | Added |
| Hilton Worldwide Holdings Inc. (HLT) | $104.6M | 0.68% | 328,708 | -16,544 | Trimmed |
| PJT Partners Inc. (PJT) | $104.0M | 0.68% | 728,580 | +5,106 | Added |
| Vericel Corp. (VCEL) | $102.4M | 0.67% | 2,552,066 | -364,229 | Trimmed |
| nVent Electric plc (NVT) | $100.4M | 0.65% | 626,243 | -357,632 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $100.2M | 0.65% | 74,381 | -6,044 | Trimmed |
| Kirby Corp. (KEX) | $99.9M | 0.65% | 761,099 | +57,371 | Added |
| Federal Signal Corp. (FSS) | $99.1M | 0.64% | 894,846 | +168,708 | Added |
| Boot Barn Holdings, Inc. (BOOT) | $96.9M | 0.63% | 804,659 | +7,040 | Added |
| Atlantic Union Bankshares Corp. (AUB) | $96.1M | 0.62% | 2,531,692 | +30,528 | Added |
| Ameris Bancorp (ABCB) | $95.7M | 0.62% | 1,202,889 | +10,619 | Added |
| Palantir Technologies Inc. (PLTR) | $94.8M | 0.61% | 506,678 | -6,313 | Trimmed |
| Texas Instruments Inc. (TXN) | $94.0M | 0.61% | 335,540 | +70,318 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $93.0M | 0.60% | 351,357 | +351,357 | New position |
| IDEXX Laboratories Inc. (IDXX) | $91.7M | 0.59% | 175,592 | -14,601 | Trimmed |
| Veracyte, Inc. (VCYT) | $90.0M | 0.58% | 1,954,198 | +1,954,198 | New position |
| Moody's Corp. (MCO) | $88.6M | 0.57% | 195,064 | -10,260 | Trimmed |
| CSW Industrials, Inc. (CSW) | $86.9M | 0.56% | 301,580 | +1,074 | Added |
| Quanta Services, Inc. (PWR) | $86.5M | 0.56% | 134,630 | -28,706 | Trimmed |
| Mirion Technologies, Inc. (MIR) | $85.2M | 0.55% | 6,034,528 | -650,906 | Trimmed |
| ACI Worldwide, Inc. (ACIW) | $84.9M | 0.55% | 1,737,223 | +144,917 | Added |
| AeroVironment Inc. (AVAV) | $84.6M | 0.55% | 595,134 | +99,494 | Added |
| Curtiss Wright Corp. (CW) | $84.4M | 0.55% | 155,176 | -43,582 | Trimmed |
| Balchem Corp. (BCPC) | $83.0M | 0.54% | 502,951 | +380 | Held |
| Plexus Corp. (PLXS) | $82.3M | 0.53% | 315,396 | +211,663 | Added |
| Rubrik, Inc. (RBRK) | $81.9M | 0.53% | 715,550 | +175,866 | Added |
| Lemaitre Vascular Inc. (LMAT) | $79.4M | 0.52% | 961,514 | -2,192 | Trimmed |
| Clear Secure, Inc. (YOU) | $78.8M | 0.51% | 1,879,457 | +1,879,457 | New position |
| Archrock, Inc. (AROC) | $76.7M | 0.50% | 2,532,464 | +319,256 | Added |
| Emcor Group, Inc. (EME) | $76.6M | 0.50% | 101,518 | -3,579 | Trimmed |
| Cloudflare, Inc. (NET) | $76.4M | 0.50% | 220,097 | -6,824 | Trimmed |
| Medtronic plc (MDT) | $76.2M | 0.49% | 883,081 | +883,081 | New position |
| Tesla, Inc. (TSLA) | $73.2M | 0.47% | 206,310 | +204,745 | Added |
| Tapestry, Inc. (TPR) | $72.5M | 0.47% | 629,789 | -20,565 | Trimmed |
| Raymond James Financial Inc. (RJF) | $71.5M | 0.46% | 452,328 | -7,900 | Trimmed |
| Vita Coco Company, Inc. (COCO) | $71.0M | 0.46% | 1,240,321 | +33,219 | Added |
| Datadog, Inc. (DDOG) | $69.2M | 0.45% | 252,607 | -8,416 | Trimmed |
| Lumentum Holdings Inc. (LITE) | $69.1M | 0.45% | 71,116 | +71,116 | New position |
| Crane Co. (CR) | $67.3M | 0.44% | 329,833 | -53,077 | Trimmed |
| CarGurus, Inc. (CARG) | $66.2M | 0.43% | 2,125,686 | +149,338 | Added |
| JBT Marel Corp. (JBTM) | $63.1M | 0.41% | 598,050 | -5,972 | Trimmed |
| Bel Fuse Inc. (BELFB) | $63.1M | 0.41% | 258,484 | +258,484 | New position |
| Heico Corp. (HEI) | $62.0M | 0.40% | 204,653 | -6,102 | Trimmed |
| Axon Enterprise, Inc. (AXON) | $57.0M | 0.37% | 134,878 | -3,944 | Trimmed |
| Casey's General Stores, Inc. (CASY) | $57.0M | 0.37% | 93,641 | -21,176 | Trimmed |
| Crane Nxt, Co. (CXT) | $55.8M | 0.36% | 1,185,663 | +19,402 | Added |
| Materion Corp. (MTRN) | $51.8M | 0.34% | 192,274 | +192,274 | New position |
| Toast, Inc. (TOST) | $50.9M | 0.33% | 1,755,072 | +555,568 | Added |
| Fastenal Co. (FAST) | $50.8M | 0.33% | 1,024,675 | -25,447 | Trimmed |
| Dell Technologies Inc. (DELL) | $49.0M | 0.32% | 91,101 | -3,574 | Trimmed |
| ROSS Stores, Inc. (ROST) | $48.4M | 0.31% | 207,212 | -5,356 | Trimmed |
| Encompass Health Corp. (EHC) | $48.2M | 0.31% | 396,336 | -9,785 | Trimmed |
| UMB Financial Corp. (UMBF) | $47.5M | 0.31% | 365,186 | -31,461 | Trimmed |
| Power Integrations Inc. (POWI) | $47.3M | 0.31% | 914,069 | -15,990 | Trimmed |
| Twilio Inc. (TWLO) | $46.9M | 0.30% | 160,425 | +22,311 | Added |
| Qnity Electronics, Inc. (Q) | $44.4M | 0.29% | 352,795 | +7,479 | Added |
| APi Group Corp. (APG) | $43.2M | 0.28% | 1,119,006 | -30,285 | Trimmed |