| Microsoft Corp. (MSFT) | $2.5B | 5.73% | 6,816,326 | +640,188 | Added |
| Lam Research Corp. (LRCX) | $2.4B | 5.33% | 5,464,726 | -1,439,480 | Trimmed |
| Alphabet Inc. (GOOGL) | $2.2B | 4.94% | 6,132,636 | -767,941 | Trimmed |
| Apple Inc. (AAPL) | $2.0B | 4.46% | 6,848,782 | -88,792 | Trimmed |
| Meta Platforms, Inc. (META) | $1.9B | 4.37% | 3,446,717 | +373,676 | Added |
| Johnson & Johnson (JNJ) | $1.8B | 4.07% | 7,110,133 | -168,733 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.5B | 3.30% | 6,136,926 | -92,449 | Trimmed |
| Texas Instruments Inc. (TXN) | $1.4B | 3.14% | 4,674,406 | -386,641 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $1.4B | 3.09% | 2,739,191 | +236,985 | Added |
| Broadcom Inc. (AVGO) | $1.2B | 2.78% | 3,267,040 | -81,477 | Trimmed |
| KLA Corp. (KLAC) | $1.2B | 2.65% | 3,893,893 | -718,127 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $1.2B | 2.65% | 2,825,022 | -333,429 | Trimmed |
| Visa Inc. (V) | $1.1B | 2.56% | 3,318,194 | +282,078 | Added |
| NVIDIA Corp. (NVDA) | $934.8M | 2.11% | 4,671,972 | +4,317,457 | Added |
| Mastercard Inc. (MA) | $934.1M | 2.10% | 1,818,743 | +867,958 | Added |
| U.S. Bancorp (USB) | $899.1M | 2.03% | 14,885,214 | -4,228,429 | Trimmed |
| Eli Lilly & Co. (LLY) | $892.3M | 2.01% | 743,966 | -5,849 | Trimmed |
| Merck & Co., Inc. (MRK) | $871.9M | 1.96% | 6,785,008 | -228,769 | Trimmed |
| Abbott Laboratories (ABT) | $798.0M | 1.80% | 8,794,077 | -116,868 | Trimmed |
| Netflix Inc. (NFLX) | $739.0M | 1.67% | 10,350,004 | +6,300,973 | Added |
| Cigna Group (CI) | $710.4M | 1.60% | 2,577,075 | -21,143 | Trimmed |
| Salesforce, Inc. (CRM) | $693.7M | 1.56% | 4,427,933 | +2,381 | Held |
| Coca-Cola Co. (KO) | $668.0M | 1.50% | 8,219,620 | -60,128 | Trimmed |
| Elevance Health, Inc. (ELV) | $654.2M | 1.47% | 1,691,671 | -246,605 | Trimmed |
| TJX Companies Inc. (TJX) | $557.4M | 1.26% | 3,679,188 | -33,338 | Trimmed |
| Constellation Brands, Inc. (STZ) | $556.1M | 1.25% | 3,998,425 | -27,355 | Trimmed |
| Uber Technologies, Inc. (UBER) | $533.2M | 1.20% | 7,389,658 | +13,032 | Added |
| Accenture plc (ACN) | $495.8M | 1.12% | 3,984,233 | +81,898 | Added |
| Intuitive Surgical Inc. (ISRG) | $488.3M | 1.10% | 1,227,993 | -2,937 | Trimmed |
| Hilton Worldwide Holdings Inc. (HLT) | $456.4M | 1.03% | 1,381,224 | -838,057 | Trimmed |
| Synopsys Inc. (SNPS) | $429.0M | 0.97% | 961,706 | +51,573 | Added |
| Quest Diagnostics Inc. (DGX) | $400.2M | 0.90% | 1,888,207 | +5,183 | Added |
| ASML Holding N.V. (ASML) | $302.4M | 0.68% | 151,987 | -2,583 | Trimmed |
| Tradeweb Markets Inc. (TW) | $265.4M | 0.60% | 2,663,518 | +12,855 | Added |
| Toronto-Dominion Bank (TD) | $210.4M | 0.47% | 1,731,101 | -229,618 | Trimmed |
| GSK plc (GSK) | $188.7M | 0.42% | 3,599,521 | +76,955 | Added |
| Deutsche Bank A G (DB) | $179.1M | 0.40% | 5,288,878 | +1,187,713 | Added |
| Rio Tinto plc (RIO) | $174.6M | 0.39% | 1,839,135 | -165,702 | Trimmed |
| Aramark (ARMK) | $164.6M | 0.37% | 2,893,600 | -30,133 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $157.4M | 0.35% | 329,546 | -44,965 | Trimmed |
| Philip Morris International Inc. (PM) | $140.4M | 0.32% | 775,917 | +775,917 | New position |
| Procter & Gamble Co. (PG) | $137.3M | 0.31% | 936,608 | +43,174 | Added |
| Vodafone Group Public Limited Company (VOD) | $133.1M | 0.30% | 10,061,670 | -32,274 | Trimmed |
| Darling Ingredients Inc. (DAR) | $125.7M | 0.28% | 2,300,482 | -406,676 | Trimmed |
| Albemarle Corp. (ALB) | $121.1M | 0.27% | 897,013 | -9,670 | Trimmed |
| TotalEnergies SE (TTE) | $121.0M | 0.27% | 1,555,564 | +64,729 | Added |
| Bank of Nova Scotia (BNS) | $120.0M | 0.27% | 1,381,602 | +168,088 | Added |
| Sociedad Quimica Y Minera De (SQM) | $119.4M | 0.27% | 1,612,070 | -67,666 | Trimmed |
| Sunrun Inc. (RUN) | $107.1M | 0.24% | 8,004,682 | +184,544 | Added |
| General Electric Co. (GE) | $104.6M | 0.24% | 279,787 | -41,875 | Trimmed |
| Magna Intl Inc. (MGA) | $101.7M | 0.23% | 1,548,799 | +332,760 | Added |
| Array Technologies, Inc. (ARRY) | $88.1M | 0.20% | 11,890,976 | +939,034 | Added |
| Solaredge Technologies, Inc. (SEDG) | $72.7M | 0.16% | 1,243,795 | -990,405 | Trimmed |
| Nexgen Energy Ltd (NXE) | $71.3M | 0.16% | 7,592,203 | +38,088 | Added |
| UBS Group AG (UBS) | $65.0M | 0.15% | 1,308,707 | +775,073 | Added |
| Citigroup Inc. (C) | $64.4M | 0.14% | 460,213 | -70,503 | Trimmed |
| Roper Technologies Inc. (ROP) | $61.2M | 0.14% | 180,936 | +69,005 | Added |
| Verizon Communications Inc. (VZ) | $60.6M | 0.14% | 1,432,234 | +113,002 | Added |
| Green Plains Inc. (GPRE) | $60.0M | 0.14% | 3,898,967 | -48,491 | Trimmed |
| ConocoPhillips (COP) | $59.8M | 0.14% | 575,379 | -44,443 | Trimmed |
| Bank of America Corp. (BAC) | $59.4M | 0.13% | 1,042,673 | -129,185 | Trimmed |
| STMicroelectronics N.V. (STM) | $58.6M | 0.13% | 781,931 | -180,114 | Trimmed |
| Ameresco, Inc. (AMRC) | $56.1M | 0.13% | 2,030,950 | -198,684 | Trimmed |
| CVS Health Corp. (CVS) | $56.0M | 0.13% | 541,115 | -93,731 | Trimmed |
| Manulife Financial Corporation (MFC) | $54.1M | 0.12% | 1,334,399 | -37,277 | Trimmed |
| Pfizer Inc. (PFE) | $52.5M | 0.12% | 2,179,317 | -106,126 | Trimmed |
| Sun Life Financial Inc. (SLF) | $52.4M | 0.12% | 667,734 | +30,104 | Added |
| Pricesmart Inc. (PSMT) | $52.0M | 0.12% | 266,317 | +8,347 | Added |
| Allstate Corp. (ALL) | $51.0M | 0.12% | 214,358 | +2,954 | Added |
| Onto Innovation Inc. (ONTO) | $50.0M | 0.11% | 132,223 | -4,251 | Trimmed |
| United Parcel Service Inc. (UPS) | $48.4M | 0.11% | 450,312 | -10,736 | Trimmed |
| California Resources Corp. (CRC) | $48.0M | 0.11% | 907,661 | +103,182 | Added |
| Target Corp. (TGT) | $47.3M | 0.11% | 361,774 | -96,273 | Trimmed |
| General Motors Co. (GM) | $47.1M | 0.11% | 610,405 | -98,840 | Trimmed |
| Vista Energy S.a.b. De C.V. (VIST) | $47.0M | 0.11% | 735,909 | -213,299 | Trimmed |
| CNH Industrial N.V. (CNH) | $46.5M | 0.10% | 4,144,498 | +1,673,344 | Added |
| Capital One Financial Corp. (COF) | $46.4M | 0.10% | 231,303 | +235 | Added |
| Regeneron Pharmaceuticals, Inc. (REGN) | $46.3M | 0.10% | 74,200 | +18,847 | Added |
| Agco Corp. (AGCO) | $45.7M | 0.10% | 381,704 | +93,206 | Added |
| Nucor Corp. (NUE) | $45.3M | 0.10% | 203,235 | -54,752 | Trimmed |
| Itron, Inc. (ITRI) | $45.2M | 0.10% | 522,662 | +75,522 | Added |
| Webster Finl Corp. (WBS) | $45.2M | 0.10% | 591,218 | +119,586 | Added |
| Jack Henry & Associates Inc. (JKHY) | $44.9M | 0.10% | 325,836 | +7 | Held |
| NorthWestern Energy Group, Inc. (NWE) | $44.6M | 0.10% | 623,112 | +77,079 | Added |
| Qualcomm Inc. (QCOM) | $44.6M | 0.10% | 241,187 | -202,274 | Trimmed |
| Brown Forman Corp. (BFB) | $44.4M | 0.10% | 1,666,644 | +226,994 | Added |
| Hewlett Packard Enterprise Co. (HPE) | $43.2M | 0.10% | 958,210 | -426,558 | Trimmed |
| Comcast Corp. (CMCSA) | $42.2M | 0.10% | 1,719,869 | -38,483 | Trimmed |
| Ford Motor Co. (F) | $42.1M | 0.10% | 3,029,539 | -1,104,215 | Trimmed |
| Delta Air Lines, Inc. (DAL) | $41.9M | 0.09% | 447,312 | +13,836 | Added |
| ExxonMobil Holdings Corp. (XOM) | $40.7M | 0.09% | 297,503 | -38,618 | Trimmed |
| Clean Harbors Inc. (CLH) | $40.4M | 0.09% | 135,230 | -363 | Trimmed |
| Unilever plc (UL) | $39.2M | 0.09% | 652,686 | +115,645 | Added |
| Txnm Energy Inc. (TXNM) | $39.1M | 0.09% | 688,984 | +173,258 | Added |
| D.R. Horton, Inc. (DHI) | $39.0M | 0.09% | 239,691 | +8,839 | Added |
| Norfolk Southern Corp. (NSC) | $38.9M | 0.09% | 123,701 | +54,476 | Added |
| Corteva, Inc. (CTVA) | $38.9M | 0.09% | 458,878 | -20,453 | Trimmed |
| Novartis AG (NVS) | $38.5M | 0.09% | 245,957 | -29,680 | Trimmed |
| Cirrus Logic, Inc. (CRUS) | $38.5M | 0.09% | 259,065 | +6,732 | Added |
| Nextpower Inc. (NXT) | $37.8M | 0.09% | 316,913 | +76,801 | Added |