| Micron Technology Inc. (MU) | $3.9B | 16.65% | 3,407,122 | +3,187,991 | Added |
| Alibaba Group Hldg Ltd | $1.3B | 5.45% | 13,418,048 | +276,122 | Added |
| Advanced Micro Devices Inc. (AMD) | $1.0B | 4.41% | 1,792,849 | +602,381 | Added |
| NVIDIA Corp. (NVDA) | $936.6M | 3.96% | 4,680,644 | +2,540,152 | Added |
| Teck Resources Ltd (TECK) | $428.3M | 1.81% | 7,203,227 | -90,956 | Trimmed |
| Tesla, Inc. (TSLA) | $403.1M | 1.71% | 958,277 | +389,951 | Added |
| Intel Corp. (INTC) | $311.1M | 1.32% | 2,227,800 | +985,103 | Added |
| Western Digital Corp. | $304.8M | 1.29% | 477,263 | +449,708 | Added |
| Alphabet Inc. (GOOGL) | $301.2M | 1.27% | 842,763 | +664,776 | Added |
| Amazon.com Inc. (AMZN) | $276.0M | 1.17% | 1,157,940 | +557,660 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $266.5M | 1.13% | 558,088 | +277,167 | Added |
| Apple Inc. (AAPL) | $248.2M | 1.05% | 857,814 | +258,164 | Added |
| Restaurant Brands International Inc. (QSR) | $244.6M | 1.03% | 3,372,818 | +3,372,818 | New position |
| Avis Budget Group, Inc. (CAR) | $237.2M | 1.00% | 1,604,881 | +1,059,208 | Added |
| Meta Platforms, Inc. (META) | $215.6M | 0.91% | 382,832 | +316,256 | Added |
| United Parks & Resorts Inc. (PRKS) | $213.4M | 0.90% | 4,470,982 | -4,687 | Trimmed |
| Cognizant Technology Solutions Corp. (CTSH) | $212.4M | 0.90% | 5,485,266 | -356,583 | Trimmed |
| Microsoft Corp. (MSFT) | $200.8M | 0.85% | 538,204 | -62,817 | Trimmed |
| Sysco Corp. (SYY) | $195.6M | 0.83% | 2,340,385 | +2,322,092 | Added |
| Broadcom Inc. (AVGO) | $188.0M | 0.80% | 497,781 | +434,493 | Added |
| Coinbase Global, Inc. (COIN) | $161.7M | 0.69% | 1,106,199 | +802,747 | Added |
| KLA Corp. (KLAC) | $145.6M | 0.62% | 482,661 | +295,061 | Added |
| UnitedHealth Group Inc. (UNH) | $145.3M | 0.61% | 349,680 | +3,910 | Added |
| Integer Holdings Corp. (ITGR) | $145.3M | 0.61% | 1,554,450 | +1,106,089 | Added |
| Applied Materials Inc. (AMAT) | $138.7M | 0.59% | 191,897 | +76,666 | Added |
| Terawulf Inc. (WULF) | $136.3M | 0.58% | 5,518,091 | +2,400,939 | Added |
| Lam Research Corp. (LRCX) | $136.3M | 0.58% | 314,515 | +136,841 | Added |
| Dollar Tree, Inc. (DLTR) | $136.1M | 0.58% | 1,125,556 | -3,776,384 | Trimmed |
| Alphabet Inc. (GOOG) | $135.8M | 0.57% | 384,434 | +266,604 | Added |
| Riot Platforms, Inc. (RIOT) | $134.6M | 0.57% | 4,917,342 | -4,987,797 | Trimmed |
| Robinhood Markets, Inc. (HOOD) | $129.2M | 0.55% | 1,288,036 | +135,590 | Added |
| Caterpillar Inc. (CAT) | $128.7M | 0.55% | 120,838 | +108,377 | Added |
| Fedex Fght Hldg Co. Inc. Common Stock (FDXF) | $122.4M | 0.52% | 810,916 | +810,916 | New position |
| CrowdStrike Holdings, Inc. (CRWD) | $118.7M | 0.50% | 155,544 | +124,545 | Added |
| Visa Inc. (V) | $116.0M | 0.49% | 338,127 | +150,626 | Added |
| Dexcom Inc. (DXCM) | $115.1M | 0.49% | 1,709,370 | +1,424,330 | Added |
| Boeing Co. (BA) | $113.9M | 0.48% | 526,170 | +359,787 | Added |
| Synopsys Inc. (SNPS) | $103.7M | 0.44% | 232,532 | +141,846 | Added |
| DoorDash, Inc. (DASH) | $102.3M | 0.43% | 554,495 | -5,736 | Trimmed |
| Honeywell International Inc. (HON) | $98.5M | 0.42% | 440,019 | +143,652 | Added |
| Bio-Rad Laboratories, Inc. (BIO) | $96.6M | 0.41% | 328,897 | +111,555 | Added |
| Texas Instruments Inc. (TXN) | $95.7M | 0.41% | 321,036 | +225,036 | Added |
| Qualcomm Inc. (QCOM) | $94.8M | 0.40% | 512,977 | +344,359 | Added |
| Analog Devices Inc. (ADI) | $92.9M | 0.39% | 233,969 | +175,646 | Added |
| Teradyne, Inc. (TER) | $90.4M | 0.38% | 186,833 | +185,104 | Added |
| Costco Wholesale Corp. (COST) | $88.5M | 0.38% | 94,652 | +48,637 | Added |
| Sandisk Corp. (SNDK) | $83.6M | 0.35% | 36,750 | +11,027 | Added |
| Rocket Lab Corp. (RKLB) | $82.6M | 0.35% | 812,849 | +812,849 | New position |
| Sylvamo Corp. (SLVM) | $81.3M | 0.34% | 2,150,000 | 0 | Held |
| General Electric Co. (GE) | $80.7M | 0.34% | 215,888 | +144,638 | Added |
| Norfolk Southern Corp. (NSC) | $77.9M | 0.33% | 247,656 | +239,208 | Added |
| Henry Schein Inc. (HSIC) | $77.1M | 0.33% | 922,721 | +530,015 | Added |
| NXP Semiconductors N.V. (NXPI) | $76.3M | 0.32% | 271,647 | +231,407 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $75.5M | 0.32% | 150,981 | +88,242 | Added |
| Palantir Technologies Inc. (PLTR) | $75.2M | 0.32% | 644,797 | +270,346 | Added |
| Nokia Corporation (NOK) | $74.2M | 0.31% | 5,586,185 | +5,453,640 | Added |
| Astera Labs, Inc. (ALAB) | $74.0M | 0.31% | 153,166 | +144,517 | Added |
| ASML Holding N.V. (ASML) | $72.7M | 0.31% | 36,545 | +21,287 | Added |
| Marvell Technology, Inc. (MRVL) | $71.3M | 0.30% | 239,302 | +100,677 | Added |
| Eli Lilly & Co. (LLY) | $70.7M | 0.30% | 58,931 | +41,510 | Added |
| Cisco Systems, Inc. (CSCO) | $68.9M | 0.29% | 586,559 | -87,238 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $68.6M | 0.29% | 49,616 | +46,667 | Added |
| Goldman Sachs Group Inc. (GS) | $68.1M | 0.29% | 67,342 | +54,451 | Added |
| Coherent Corp. (COHR) | $67.8M | 0.29% | 171,856 | +161,759 | Added |
| ExxonMobil Holdings Corp. (XOM) | $67.4M | 0.28% | 492,716 | +237,330 | Added |
| JPMorgan Chase & Co. (JPM) | $64.5M | 0.27% | 197,188 | +150,164 | Added |
| Netflix Inc. (NFLX) | $64.1M | 0.27% | 897,463 | +544,920 | Added |
| Oracle Corp. (ORCL) | $63.8M | 0.27% | 435,485 | -33,658 | Trimmed |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | $63.4M | 0.27% | 3,003,978 | +1,259,682 | Added |
| Riot Platforms Inc. | $63.2M | 0.27% | 2,308,196 | +2,308,196 | New position |
| Mastercard Inc. (MA) | $63.1M | 0.27% | 122,871 | +59,210 | Added |
| Echostar Corp. | $62.7M | 0.27% | 618,104 | 0 | Held |
| Seagate Technology Holdings plc (STX) | $62.0M | 0.26% | 64,295 | -5,075 | Trimmed |
| CCC Intelligent Solutions Holdings Inc. (CCC) | $61.7M | 0.26% | 11,964,881 | +11,096,015 | Added |
| Johnson & Johnson (JNJ) | $61.7M | 0.26% | 242,836 | +192,178 | Added |
| Inspire Medical Systems, Inc. (INSP) | $61.1M | 0.26% | 1,369,410 | +1,369,410 | New position |
| Pg&e Corp. | $60.8M | 0.26% | 3,613,396 | +67,960 | Added |
| Yandex N V (NBIS) | $60.1M | 0.25% | 217,446 | +169,761 | Added |
| Palo Alto Networks Inc. (PANW) | $59.2M | 0.25% | 173,552 | -581 | Trimmed |
| International Business Machines Corp. (IBM) | $59.0M | 0.25% | 209,903 | +138,745 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $58.9M | 0.25% | 216,604 | +134,721 | Added |
| Diversified Healthcare Trust (DHC) | $58.4M | 0.25% | 6,277,985 | -1,054,287 | Trimmed |
| Caesars Entertainment, Inc. (CZR) | $57.2M | 0.24% | 1,895,595 | +1,022,471 | Added |
| Honeywell Aerospace Inc. (HONA) | $56.6M | 0.24% | 256,108 | +256,108 | New position |
| Pg&E Corp. (PCG) | $54.2M | 0.23% | 3,223,578 | +2,999,781 | Added |
| Warner Bros. Discovery, Inc. (WBD) | $53.5M | 0.23% | 2,007,520 | -5,559,145 | Trimmed |
| Procter & Gamble Co. (PG) | $52.1M | 0.22% | 355,024 | +306,537 | Added |
| Shake Shack Inc. (SHAK) | $50.5M | 0.21% | 902,096 | +902,096 | New position |
| Trulieve Cannabis Corp. (TRLV) | $49.8M | 0.21% | 5,065,849 | +5,065,849 | New position |
| Flex Ltd. (FLEX) | $48.8M | 0.21% | 301,312 | +301,312 | New position |
| GE Vernova Inc. (GEV) | $46.2M | 0.20% | 39,334 | +25,453 | Added |
| Global Payments Inc. (GPN) | $46.1M | 0.20% | 635,353 | -279,115 | Trimmed |
| Datadog, Inc. (DDOG) | $44.7M | 0.19% | 171,502 | -8,724 | Trimmed |
| ON Semiconductor Corp. (ON) | $43.6M | 0.18% | 461,419 | +439,893 | Added |
| Interdigital Inc. | $43.4M | 0.18% | 153,354 | 0 | Held |
| MKS Inc. (MKSI) | $43.1M | 0.18% | 96,831 | -172,525 | Trimmed |
| Walmart Inc. (WMT) | $43.0M | 0.18% | 379,558 | +5,773 | Added |
| RLX Technology Inc. (RLX) | $42.9M | 0.18% | 22,583,602 | +20,221,393 | Added |
| Chevron Corp. (CVX) | $42.2M | 0.18% | 254,459 | +167,217 | Added |
| FS Specialty Lending Fund Fssl (FSSL) | $41.5M | 0.18% | 3,719,086 | +1,066,715 | Added |