| NVIDIA Corp. (NVDA) | $12.9B | 7.72% | 64,347,295 | -9,630,791 | Trimmed |
| Apple Inc. (AAPL) | $9.5B | 5.69% | 32,780,769 | -808,722 | Trimmed |
| Amazon.com Inc. (AMZN) | $8.7B | 5.22% | 36,528,921 | -4,978,637 | Trimmed |
| Broadcom Inc. (AVGO) | $8.1B | 4.85% | 21,406,143 | -1,376,949 | Trimmed |
| Alphabet Inc. (GOOGL) | $6.7B | 4.03% | 18,809,377 | -1,046,633 | Trimmed |
| Eli Lilly & Co. (LLY) | $6.6B | 3.93% | 5,461,416 | +400,538 | Added |
| Microsoft Corp. (MSFT) | $6.1B | 3.65% | 16,326,489 | -1,557,071 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $5.8B | 3.48% | 9,972,952 | +545,575 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $5.1B | 3.06% | 10,687,770 | -1,334,055 | Trimmed |
| Alphabet Inc. (GOOG) | $5.0B | 2.97% | 14,012,220 | -303,257 | Trimmed |
| Meta Platforms, Inc. (META) | $4.2B | 2.49% | 7,368,060 | -497,879 | Trimmed |
| General Electric Co. (GE) | $4.1B | 2.44% | 10,906,553 | -119,453 | Trimmed |
| Tesla, Inc. (TSLA) | $3.6B | 2.16% | 8,570,234 | -1,399,706 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $2.9B | 1.72% | 3,760,300 | -68,824 | Trimmed |
| Mastercard Inc. (MA) | $2.6B | 1.54% | 4,995,027 | -128,014 | Trimmed |
| Visa Inc. (V) | $2.4B | 1.43% | 6,931,833 | +9,289 | Added |
| Walmart Inc. (WMT) | $2.1B | 1.26% | 18,541,042 | -1,410,137 | Trimmed |
| Boeing Co. (BA) | $2.1B | 1.24% | 9,522,431 | -710,070 | Trimmed |
| Costco Wholesale Corp. (COST) | $2.0B | 1.22% | 2,166,050 | -146,390 | Trimmed |
| Netflix Inc. (NFLX) | $1.9B | 1.16% | 27,052,012 | -944,122 | Trimmed |
| Datadog, Inc. (DDOG) | $1.8B | 1.07% | 6,860,657 | +937,770 | Added |
| Cadence Design Systems Inc. (CDNS) | $1.7B | 1.01% | 4,503,061 | -1,258,844 | Trimmed |
| Amphenol Corp. (APH) | $1.6B | 0.97% | 9,223,778 | -1,014,742 | Trimmed |
| Snowflake Inc. (SNOW) | $1.6B | 0.97% | 6,340,455 | -823,625 | Trimmed |
| Lam Research Corp. (LRCX) | $1.5B | 0.92% | 3,526,442 | +153,136 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $1.5B | 0.89% | 2,998,530 | +258,471 | Added |
| KLA Corp. (KLAC) | $1.5B | 0.88% | 4,886,998 | +1,042,438 | Added |
| Intuitive Surgical Inc. (ISRG) | $1.5B | 0.88% | 3,669,211 | +628,201 | Added |
| Constellation Energy Corp. (CEG) | $1.4B | 0.82% | 5,539,966 | -1,064,467 | Trimmed |
| Cloudflare, Inc. (NET) | $1.3B | 0.80% | 5,419,068 | +1,024,584 | Added |
| Spotify Technology S.A. (SPOT) | $1.3B | 0.77% | 2,809,432 | +30,583 | Added |
| Space Exploration Technologies Corp. (SPCX) | $1.3B | 0.76% | 7,448,891 | +7,448,891 | New position |
| Goldman Sachs Group Inc. (GS) | $1.2B | 0.74% | 1,212,589 | -109,532 | Trimmed |
| Walt Disney Co. (DIS) | $1.1B | 0.68% | 11,706,281 | -2,120,251 | Trimmed |
| Yandex N V (NBIS) | $1.1B | 0.66% | 3,983,899 | +2,283,676 | Added |
| Sandisk Corp. (SNDK) | $1.1B | 0.64% | 472,125 | +472,125 | New position |
| Hilton Worldwide Holdings Inc. (HLT) | $1.1B | 0.64% | 3,234,104 | -11,464 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $1.0B | 0.61% | 8,711,763 | -2,049,179 | Trimmed |
| GE Vernova Inc. (GEV) | $990.5M | 0.59% | 843,117 | -61,586 | Trimmed |
| AppLovin Corp. (APP) | $937.5M | 0.56% | 1,819,508 | -481,397 | Trimmed |
| Texas Instruments Inc. (TXN) | $935.0M | 0.56% | 3,136,901 | +825,354 | Added |
| Oracle Corp. (ORCL) | $849.1M | 0.51% | 5,793,909 | -1,141,156 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $834.1M | 0.50% | 9,057,929 | -195,800 | Trimmed |
| Shopify Inc. (SHOP) | $781.7M | 0.47% | 6,846,396 | -9,452,863 | Trimmed |
| Bloom Energy Corp. (BE) | $773.3M | 0.46% | 2,554,512 | -132,517 | Trimmed |
| Carpenter Technology Corp. (CRS) | $735.7M | 0.44% | 1,192,686 | +387,380 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $722.1M | 0.43% | 2,655,290 | +2,408,196 | Added |
| Micron Technology Inc. (MU) | $610.8M | 0.37% | 529,195 | +185,147 | Added |
| TJX Companies Inc. (TJX) | $605.3M | 0.36% | 3,995,146 | +698,007 | Added |
| Airbnb, Inc. (ABNB) | $498.7M | 0.30% | 3,484,879 | +311,920 | Added |
| NextEra Energy Inc. (NEE) | $486.5M | 0.29% | 5,542,601 | -345,663 | Trimmed |
| Vertiv Holdings Co. (VRT) | $443.8M | 0.27% | 1,325,407 | +1,324,231 | Added |
| Nisource Inc. (NI) | $439.1M | 0.26% | 9,235,389 | +13,829 | Added |
| Live Nation Entertainment, Inc. (LYV) | $433.2M | 0.26% | 2,365,884 | +2,286,797 | Added |
| CoreWeave, Inc. (CRWV) | $400.1M | 0.24% | 4,019,579 | +2,791,552 | Added |
| JPMorgan Chase & Co. (JPM) | $397.2M | 0.24% | 1,213,493 | -170,155 | Trimmed |
| Liberty Media Corp. Del (FWONK) | $375.4M | 0.23% | 3,945,767 | +3,945,767 | New position |
| Keysight Technologies, Inc. (KEYS) | $361.8M | 0.22% | 1,033,424 | +236,494 | Added |
| Merck & Co., Inc. (MRK) | $350.7M | 0.21% | 2,728,958 | -3,520,379 | Trimmed |
| MercadoLibre, Inc. (MELI) | $340.4M | 0.20% | 200,538 | -118,170 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $335.3M | 0.20% | 806,788 | +148,732 | Added |
| Bank of America Corp. (BAC) | $326.3M | 0.20% | 5,727,373 | +2,854,915 | Added |
| Centerpoint Energy Inc. (CNP) | $325.5M | 0.20% | 7,391,754 | -125,249 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $311.7M | 0.19% | 1,159,221 | +1,159,221 | New position |
| Sterling Infrastructure, Inc. (STRL) | $310.2M | 0.19% | 369,583 | +367,602 | Added |
| Cisco Systems, Inc. (CSCO) | $303.6M | 0.18% | 2,584,299 | -995,984 | Trimmed |
| PNC Financial Services Group, Inc. (PNC) | $302.2M | 0.18% | 1,227,318 | -176,312 | Trimmed |
| Vistra Corp. (VST) | $287.6M | 0.17% | 1,812,863 | +290,431 | Added |
| Starbucks Corp. (SBUX) | $283.6M | 0.17% | 2,774,816 | +2,757,594 | Added |
| nVent Electric plc (NVT) | $258.9M | 0.15% | 1,526,624 | +1,526,624 | New position |
| Monolithic Power Systems, Inc. (MPWR) | $256.4M | 0.15% | 185,502 | +136,108 | Added |
| Shell plc (SHEL) | $256.4M | 0.15% | 3,306,805 | -137,405 | Trimmed |
| Parker-Hannifin Corp. (PH) | $255.0M | 0.15% | 260,713 | -1,199 | Trimmed |
| Uber Technologies, Inc. (UBER) | $248.4M | 0.15% | 3,442,877 | -339,579 | Trimmed |
| Entergy Corp. (ETR) | $239.0M | 0.14% | 2,081,062 | +115,803 | Added |
| Toll Brothers, Inc. (TOL) | $234.1M | 0.14% | 1,420,703 | +2,160 | Added |
| M&T Bank Corp. (MTB) | $232.0M | 0.14% | 974,692 | -617 | Held |
| Truist Financial Corp. (TFC) | $230.8M | 0.14% | 4,631,705 | +607,400 | Added |
| Cheniere Energy, Inc. (LNG) | $226.6M | 0.14% | 948,048 | +118,827 | Added |
| Metlife Inc. (MET) | $225.9M | 0.14% | 2,669,463 | +73,005 | Added |
| Onto Innovation Inc. (ONTO) | $224.9M | 0.14% | 594,166 | +29,861 | Added |
| Union Pacific Corp. (UNP) | $219.9M | 0.13% | 808,441 | +115,192 | Added |
| argenx SE (ARGX) | $209.9M | 0.13% | 226,200 | -11,268 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $192.7M | 0.12% | 1,409,792 | +206,811 | Added |
| Sempra (SRE) | $189.6M | 0.11% | 2,045,621 | -66,448 | Trimmed |
| Chubb Ltd. (CB) | $186.0M | 0.11% | 545,906 | +25,523 | Added |
| ASML Holding N.V. (ASML) | $184.4M | 0.11% | 92,700 | -22,853 | Trimmed |
| Gaming & Leisure Properties, Inc. (GLPI) | $183.5M | 0.11% | 4,121,107 | -257,302 | Trimmed |
| Williams Companies, Inc. (WMB) | $181.6M | 0.11% | 2,442,793 | -312,085 | Trimmed |
| Dell Technologies Inc. (DELL) | $180.0M | 0.11% | 417,214 | -438,046 | Trimmed |
| Idacorp Inc. (IDA) | $179.6M | 0.11% | 1,187,372 | -309,970 | Trimmed |
| Southern Co. (SO) | $179.1M | 0.11% | 1,870,949 | -59,466 | Trimmed |
| American Electric Power Co. Inc. (AEP) | $174.5M | 0.10% | 1,275,581 | +782,496 | Added |
| Embraer S.a. (EMBJ) | $174.4M | 0.10% | 2,732,952 | -2,650,768 | Trimmed |
| AbbVie Inc. (ABBV) | $171.0M | 0.10% | 679,544 | -383,188 | Trimmed |
| Celestica Inc. (CLS) | $168.4M | 0.10% | 461,594 | +461,594 | New position |
| Robinhood Markets, Inc. (HOOD) | $161.0M | 0.10% | 1,605,609 | +155,907 | Added |
| Johnson Controls International plc (JCI) | $159.1M | 0.10% | 1,088,873 | -65,442 | Trimmed |
| Roivant Sciences Ltd. (ROIV) | $158.6M | 0.10% | 4,481,964 | +1,499,165 | Added |
| Ralph Lauren Corp. (RL) | $157.8M | 0.10% | 393,234 | -200,303 | Trimmed |