| Microsoft Corp. (MSFT) | $2.5B | 6.97% | 6,674,835 | +1,133,547 | Added |
| NVIDIA Corp. (NVDA) | $2.3B | 6.40% | 11,424,021 | +1,191,517 | Added |
| Alphabet Inc. (GOOGL) | $2.1B | 5.85% | 5,843,646 | +985,704 | Added |
| Amazon.com Inc. (AMZN) | $1.9B | 5.20% | 7,785,587 | +335,340 | Added |
| Broadcom Inc. (AVGO) | $1.6B | 4.37% | 4,133,220 | +1,677,486 | Added |
| Apple Inc. (AAPL) | $1.4B | 3.90% | 4,808,315 | +1,744 | Held |
| Visa Inc. (V) | $1.2B | 3.46% | 3,607,126 | +1,611,127 | Added |
| Meta Platforms, Inc. (META) | $1.2B | 3.30% | 2,093,653 | +449,175 | Added |
| Mastercard Inc. (MA) | $987.9M | 2.77% | 1,923,485 | +827,476 | Added |
| Atlassian Corp. (TEAM) | $764.7M | 2.14% | 9,830,768 | +1,753,042 | Added |
| T-Mobile US, Inc. (TMUS) | $431.6M | 1.21% | 2,573,106 | +1,176,963 | Added |
| Alphabet Inc. (GOOG) | $421.7M | 1.18% | 1,193,420 | +121,728 | Added |
| HP Inc. (HPQ) | $413.4M | 1.16% | 18,841,944 | -961,460 | Trimmed |
| Eli Lilly & Co. (LLY) | $387.2M | 1.08% | 322,831 | -18,055 | Trimmed |
| Tesla, Inc. (TSLA) | $372.5M | 1.04% | 885,706 | +44,440 | Added |
| Micron Technology Inc. (MU) | $351.5M | 0.98% | 304,537 | -48,145 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $326.4M | 0.91% | 683,962 | +448,578 | Added |
| Booking Holdings Inc. (BKNG) | $293.7M | 0.82% | 1,647,851 | +741,301 | Added |
| Bank of America Corp. (BAC) | $275.1M | 0.77% | 4,828,827 | -47,817 | Trimmed |
| Check Point Software Technologies Ltd. (CHKP) | $263.8M | 0.74% | 2,007,100 | +226,250 | Added |
| JPMorgan Chase & Co. (JPM) | $252.1M | 0.71% | 770,267 | +2,494 | Added |
| Intuit Inc. (INTU) | $250.1M | 0.70% | 958,207 | +895,325 | Added |
| Advanced Micro Devices Inc. (AMD) | $247.1M | 0.69% | 425,397 | -217,499 | Trimmed |
| Citigroup Inc. (C) | $236.8M | 0.66% | 1,692,123 | -116,280 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $231.5M | 0.65% | 228,929 | -7,712 | Trimmed |
| Peloton Interactive, Inc. (PTON) | $225.3M | 0.63% | 38,115,285 | +15,429,942 | Added |
| Skyworks Solutions, Inc. (SWKS) | $216.2M | 0.60% | 3,188,840 | +1,844,690 | Added |
| Oracle Corp. (ORCL) | $206.7M | 0.58% | 1,410,210 | -1,407,962 | Trimmed |
| Intel Corp. (INTC) | $200.0M | 0.56% | 1,432,695 | -845,395 | Trimmed |
| General Electric Co. (GE) | $197.2M | 0.55% | 527,658 | -63,436 | Trimmed |
| Johnson & Johnson (JNJ) | $193.3M | 0.54% | 761,144 | +35,243 | Added |
| Chubb Ltd. (CB) | $189.8M | 0.53% | 557,002 | +21,010 | Added |
| UnitedHealth Group Inc. (UNH) | $188.3M | 0.53% | 453,105 | -83,598 | Trimmed |
| ServiceNow, Inc. (NOW) | $186.3M | 0.52% | 1,876,370 | -52,988 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $184.9M | 0.52% | 369,554 | +34,320 | Added |
| Match Group, Inc. (MTCH) | $177.2M | 0.50% | 4,657,495 | +1,216,912 | Added |
| ExxonMobil Holdings Corp. (XOM) | $176.8M | 0.49% | 1,293,308 | +110,890 | Added |
| Cisco Systems, Inc. (CSCO) | $172.0M | 0.48% | 1,464,002 | -199,320 | Trimmed |
| AbbVie Inc. (ABBV) | $153.7M | 0.43% | 610,909 | -15,966 | Trimmed |
| Accenture plc (ACN) | $148.2M | 0.41% | 1,191,239 | +851,532 | Added |
| Home Depot, Inc. (HD) | $147.9M | 0.41% | 419,462 | +9,722 | Added |
| Applied Materials Inc. (AMAT) | $144.0M | 0.40% | 199,163 | -50,602 | Trimmed |
| S&P Global Inc. (SPGI) | $137.5M | 0.39% | 337,704 | -13,492 | Trimmed |
| Analog Devices Inc. (ADI) | $133.5M | 0.37% | 336,177 | +225,206 | Added |
| NextEra Energy Inc. (NEE) | $131.3M | 0.37% | 1,496,512 | -85 | Held |
| GE Vernova Inc. (GEV) | $131.3M | 0.37% | 111,794 | -9,993 | Trimmed |
| Merck & Co., Inc. (MRK) | $129.7M | 0.36% | 1,009,058 | +111,934 | Added |
| Lam Research Corp. (LRCX) | $125.2M | 0.35% | 288,952 | +23,555 | Added |
| Intuitive Surgical Inc. (ISRG) | $122.7M | 0.34% | 308,492 | +56,325 | Added |
| Emerson Electric Co. (EMR) | $120.5M | 0.34% | 841,573 | -84,249 | Trimmed |
| Walmart Inc. (WMT) | $111.9M | 0.31% | 988,050 | -207,357 | Trimmed |
| Criteo S.A. (CRTO) | $109.6M | 0.31% | 5,998,091 | +1,367,133 | Added |
| Arista Networks, Inc. (ANET) | $106.1M | 0.30% | 624,712 | +50,890 | Added |
| Chevron Corp. (CVX) | $105.8M | 0.30% | 638,363 | +72,365 | Added |
| PepsiCo Inc. (PEP) | $102.4M | 0.29% | 756,217 | -121,897 | Trimmed |
| Netflix Inc. (NFLX) | $101.6M | 0.28% | 1,422,550 | +31,867 | Added |
| Coca-Cola Europacific Partners plc (CCEP) | $101.1M | 0.28% | 1,243,990 | -184,406 | Trimmed |
| Salesforce, Inc. (CRM) | $100.9M | 0.28% | 644,039 | +283,927 | Added |
| Costco Wholesale Corp. (COST) | $92.4M | 0.26% | 98,725 | -8,945 | Trimmed |
| KLA Corp. (KLAC) | $91.1M | 0.26% | 302,108 | +13,158 | Added |
| Palantir Technologies Inc. (PLTR) | $86.4M | 0.24% | 740,723 | +257,756 | Added |
| Ecolab Inc. (ECL) | $84.7M | 0.24% | 303,944 | +1,185 | Added |
| Dexcom Inc. (DXCM) | $84.5M | 0.24% | 1,255,284 | +81,198 | Added |
| Texas Instruments Inc. (TXN) | $82.0M | 0.23% | 275,171 | -21,643 | Trimmed |
| GFL Environmental Inc. (GFL) | $80.6M | 0.23% | 2,189,821 | +2,189,821 | New position |
| Amphenol Corp. (APH) | $79.2M | 0.22% | 449,390 | +18,229 | Added |
| Colgate-Palmolive Co. (CL) | $76.4M | 0.21% | 833,410 | -60,412 | Trimmed |
| Abbott Laboratories (ABT) | $76.3M | 0.21% | 841,310 | +257,360 | Added |
| Procter & Gamble Co. (PG) | $76.0M | 0.21% | 518,078 | -155,210 | Trimmed |
| International Business Machines Corp. (IBM) | $75.4M | 0.21% | 267,981 | -50,283 | Trimmed |
| Biomarin Pharmaceutical Inc. (BMRN) | $72.6M | 0.20% | 1,268,194 | +46,807 | Added |
| AppLovin Corp. (APP) | $71.3M | 0.20% | 138,312 | -11,354 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $69.5M | 0.20% | 233,435 | -1,775,119 | Trimmed |
| Vertiv Holdings Co. (VRT) | $68.8M | 0.19% | 205,404 | -33,188 | Trimmed |
| Baidu, Inc. (BIDU) | $68.0M | 0.19% | 594,363 | +53,586 | Added |
| MercadoLibre, Inc. (MELI) | $67.5M | 0.19% | 39,769 | +401 | Added |
| Baker Hughes Co. (BKR) | $66.4M | 0.19% | 1,196,052 | +37,853 | Added |
| Adobe Inc. (ADBE) | $64.8M | 0.18% | 316,133 | +222,351 | Added |
| CDW Corp. (CDW) | $62.0M | 0.17% | 440,838 | +412,920 | Added |
| Palo Alto Networks Inc. (PANW) | $61.8M | 0.17% | 181,136 | +4,048 | Added |
| Corning Inc. (GLW) | $60.5M | 0.17% | 236,666 | -4,992 | Trimmed |
| Space Exploration Technologies Corp. (SPCX) | $59.9M | 0.17% | 350,288 | +350,288 | New position |
| Thermo Fisher Scientific Inc. (TMO) | $58.7M | 0.16% | 117,013 | +3,148 | Added |
| Linde plc (LIN) | $58.5M | 0.16% | 112,758 | -1,898 | Trimmed |
| State Street Corp. (STT) | $57.7M | 0.16% | 340,348 | -14,199 | Trimmed |
| Deere & Co. (DE) | $57.6M | 0.16% | 90,740 | -30,590 | Trimmed |
| Wells Fargo & Company (WFC) | $57.4M | 0.16% | 694,227 | +13,258 | Added |
| Burlington Stores, Inc. (BURL) | $57.0M | 0.16% | 179,776 | +43,391 | Added |
| Pfizer Inc. (PFE) | $56.3M | 0.16% | 2,338,682 | +373,500 | Added |
| Morgan Stanley (MS) | $55.9M | 0.16% | 267,505 | -45,530 | Trimmed |
| Eaton Corp. plc (ETN) | $55.7M | 0.16% | 130,654 | +3,235 | Added |
| EQT Corp. (EQT) | $54.8M | 0.15% | 1,029,886 | +29,441 | Added |
| Qualcomm Inc. (QCOM) | $54.5M | 0.15% | 294,680 | -975,514 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $53.7M | 0.15% | 108,106 | +795 | Added |
| Otis Worldwide Corp. (OTIS) | $53.5M | 0.15% | 746,976 | -5,743 | Trimmed |
| CVS Health Corp. (CVS) | $53.1M | 0.15% | 513,721 | +7,138 | Added |
| ON Semiconductor Corp. (ON) | $52.2M | 0.15% | 552,505 | -119,779 | Trimmed |
| Constellation Energy Corp. (CEG) | $51.7M | 0.14% | 208,250 | +48,468 | Added |
| Howmet Aerospace Inc. (HWM) | $51.6M | 0.14% | 191,908 | +23,981 | Added |
| Parker-Hannifin Corp. (PH) | $51.1M | 0.14% | 52,285 | -12,671 | Trimmed |