| NVIDIA Corp. (NVDA) | $336.5M | 2.98% | 1,681,773 | -72,305 | Trimmed |
| Eli Lilly & Co. (LLY) | $286.1M | 2.53% | 238,515 | -12,403 | Trimmed |
| Alphabet Inc. (GOOGL) | $284.8M | 2.52% | 797,067 | -35,370 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $230.9M | 2.04% | 483,590 | -26,795 | Trimmed |
| Apple Inc. (AAPL) | $209.8M | 1.85% | 724,984 | -27,400 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $200.4M | 1.77% | 144,974 | +5,622 | Added |
| iShares Trust (IWN) | $194.0M | 1.72% | 876,999 | -231,921 | Trimmed |
| Cummins Inc. (CMI) | $184.0M | 1.63% | 257,923 | -10,600 | Trimmed |
| Nucor Corp. (NUE) | $166.6M | 1.47% | 747,815 | -103,990 | Trimmed |
| Amazon.com Inc. (AMZN) | $166.5M | 1.47% | 698,557 | -22,520 | Trimmed |
| Eaton Corp. plc (ETN) | $164.4M | 1.45% | 385,910 | +22,030 | Added |
| Valmont Industries Inc. (VMI) | $142.9M | 1.26% | 247,458 | -5,147 | Trimmed |
| United Rentals, Inc. (URI) | $141.2M | 1.25% | 124,668 | -6,279 | Trimmed |
| Sanmina Corp. (SANM) | $138.4M | 1.22% | 546,725 | -215,640 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $132.2M | 1.17% | 966,792 | -101,965 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $132.0M | 1.17% | 403,266 | -14,395 | Trimmed |
| Applied Materials Inc. (AMAT) | $125.6M | 1.11% | 173,675 | -27,830 | Trimmed |
| Sensient Technologies Corp. (SXT) | $124.6M | 1.10% | 1,010,464 | +108,624 | Added |
| Cushman & Wakefield Ltd. (CWK) | $123.9M | 1.10% | 9,253,218 | +205,207 | Added |
| Charles Schwab Corp. (SCHW) | $123.4M | 1.09% | 1,337,145 | -36,975 | Trimmed |
| Carlisle Companies Inc. (CSL) | $122.7M | 1.08% | 338,257 | +49,140 | Added |
| Visa Inc. (V) | $121.5M | 1.07% | 354,070 | -17,855 | Trimmed |
| Revvity, Inc. (RVTY) | $120.2M | 1.06% | 1,080,242 | +618,977 | Added |
| Moog Inc. (MOGA) | $120.1M | 1.06% | 283,345 | +283,345 | New position |
| Gatx Corp. (GATX) | $113.9M | 1.01% | 642,900 | +45,355 | Added |
| ROSS Stores, Inc. (ROST) | $112.9M | 1.00% | 530,340 | +7,090 | Added |
| Illumina, Inc. (ILMN) | $112.1M | 0.99% | 637,701 | -226,020 | Trimmed |
| Coca Cola Cons Inc. (COKE) | $105.8M | 0.94% | 554,111 | +110,496 | Added |
| Garrett Motion Inc. (GTX) | $105.7M | 0.93% | 2,916,983 | +2,916,983 | New position |
| Synopsys Inc. (SNPS) | $104.1M | 0.92% | 233,382 | -11,835 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $103.8M | 0.92% | 348,304 | -123,580 | Trimmed |
| JBT Marel Corp. (JBTM) | $103.2M | 0.91% | 711,816 | +47,266 | Added |
| Clean Harbors Inc. (CLH) | $102.3M | 0.91% | 342,420 | -44,120 | Trimmed |
| Hubbell Inc. (HUBB) | $98.6M | 0.87% | 188,507 | +1,715 | Added |
| Shopify Inc. (SHOP) | $95.2M | 0.84% | 833,950 | -171,810 | Trimmed |
| Warby Parker Inc. (WRBY) | $94.3M | 0.83% | 3,107,226 | +78,919 | Added |
| Valvoline Inc. (VVV) | $92.7M | 0.82% | 2,344,701 | -537,297 | Trimmed |
| Vulcan Materials Co. (VMC) | $91.0M | 0.81% | 308,462 | +1,140 | Added |
| Selective Insurance Group Inc. (SIGI) | $90.3M | 0.80% | 931,336 | +467,099 | Added |
| Qnity Electronics, Inc. (Q) | $87.5M | 0.77% | 535,885 | +535,885 | New position |
| Sandisk Corp. (SNDK) | $86.6M | 0.77% | 38,093 | -19,162 | Trimmed |
| Burlington Stores, Inc. (BURL) | $86.0M | 0.76% | 271,476 | -71,265 | Trimmed |
| Artisan Partners Asset Management Inc. (APAM) | $85.2M | 0.75% | 2,466,770 | -121,176 | Trimmed |
| Evergy, Inc. (EVRG) | $84.1M | 0.74% | 972,479 | +5,175 | Added |
| Alliant Energy Corp. (LNT) | $83.8M | 0.74% | 1,099,030 | +5,870 | Added |
| MGM Resorts International (MGM) | $83.6M | 0.74% | 1,748,416 | +1,748,416 | New position |
| Berkshire Hathaway Inc. Class B (BRKB) | $83.0M | 0.73% | 165,797 | -8,285 | Trimmed |
| Boeing Co. (BA) | $82.9M | 0.73% | 383,014 | -25,010 | Trimmed |
| Element Solutions Inc. (ESI) | $82.5M | 0.73% | 1,728,739 | -1,822,883 | Trimmed |
| Spire Inc. (SR) | $82.1M | 0.73% | 1,051,301 | +199,569 | Added |
| Hexcel Corp. (HXL) | $82.0M | 0.72% | 819,193 | +238,913 | Added |
| Hanover Insurance Group, Inc. (THG) | $79.8M | 0.70% | 372,514 | +207,804 | Added |
| WEC Energy Group, Inc. (WEC) | $79.7M | 0.70% | 682,599 | +3,645 | Added |
| CMS Energy Corp. (CMS) | $78.7M | 0.70% | 1,028,844 | +5,520 | Added |
| Curtiss Wright Corp. (CW) | $77.8M | 0.69% | 102,655 | +7,915 | Added |
| Avantor, Inc. (AVTR) | $73.2M | 0.65% | 7,392,825 | +7,392,825 | New position |
| Bath & Body Works, Inc. (BBWI) | $72.1M | 0.64% | 3,116,847 | +264,807 | Added |
| Northwest Natural Holding Co. (NWN) | $71.6M | 0.63% | 1,459,852 | +270,651 | Added |
| Southern Co. (SO) | $71.3M | 0.63% | 745,415 | +745,415 | New position |
| Cullen/Frost Bankers, Inc. (CFR) | $71.1M | 0.63% | 460,437 | +150,470 | Added |
| Unity Software Inc. (U) | $70.3M | 0.62% | 2,460,700 | +2,460,700 | New position |
| FirstCash Holdings, Inc. (FCFS) | $69.8M | 0.62% | 322,826 | -152,151 | Trimmed |
| Federal Signal Corp. (FSS) | $69.4M | 0.61% | 540,364 | +6,344 | Added |
| Hudbay Minerals Inc. (HBM) | $69.3M | 0.61% | 2,936,272 | +1,751,227 | Added |
| Houlihan Lokey, Inc. (HLI) | $69.0M | 0.61% | 514,374 | +265,604 | Added |
| Meta Platforms, Inc. (META) | $68.6M | 0.61% | 121,816 | -6,065 | Trimmed |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | $68.5M | 0.60% | 3,243,024 | +956,329 | Added |
| Royal Caribbean Cruises Ltd. (RCL) | $66.2M | 0.58% | 208,482 | +120,415 | Added |
| Agnc Invt Corp. (AGNC) | $65.9M | 0.58% | 6,048,882 | +6,048,882 | New position |
| Carnival Corp. Ltd. (CCL) | $65.0M | 0.57% | 2,276,518 | +1,387,125 | Added |
| SouthState Bank Corp. (SSB) | $65.0M | 0.57% | 650,427 | +206,494 | Added |
| Mueller Industries Inc. (MLI) | $64.3M | 0.57% | 523,331 | -178,774 | Trimmed |
| Amrize Ltd. (AMRZ) | $64.1M | 0.57% | 1,202,793 | -70,125 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $63.0M | 0.56% | 234,505 | +1,995 | Added |
| Okta, Inc. (OKTA) | $61.2M | 0.54% | 448,665 | +448,665 | New position |
| SharkNinja, Inc. (SN) | $60.4M | 0.53% | 396,670 | +2,165 | Added |
| Crane Co. (CR) | $58.6M | 0.52% | 262,707 | +14,620 | Added |
| Glaukos Corp. (GKOS) | $58.2M | 0.51% | 416,231 | +416,231 | New position |
| Microchip Technology Inc. (MCHP) | $57.4M | 0.51% | 628,905 | -78,835 | Trimmed |
| Life Time Group Holdings, Inc. (LTH) | $57.1M | 0.51% | 1,397,626 | +1,397,626 | New position |
| Glacier Bancorp, Inc. (GBCI) | $55.8M | 0.49% | 1,081,504 | +338,334 | Added |
| Antero Resources Corp. (AR) | $55.7M | 0.49% | 1,585,630 | +144,357 | Added |
| Coherent Corp. (COHR) | $55.6M | 0.49% | 140,961 | -2,885 | Trimmed |
| First Financial Bancorp (FFBC) | $55.5M | 0.49% | 1,640,706 | +419,116 | Added |
| Old National Bancorp (ONB) | $55.0M | 0.49% | 2,122,905 | +620,765 | Added |
| Columbia Banking System, Inc. (COLB) | $54.9M | 0.48% | 1,713,172 | +480,702 | Added |
| Ameris Bancorp (ABCB) | $54.8M | 0.48% | 607,628 | +65,633 | Added |
| Flowserve Corp. (FLS) | $54.3M | 0.48% | 732,775 | +33,480 | Added |
| Autozone Inc. (AZO) | $54.2M | 0.48% | 16,969 | +8,896 | Added |
| Wsfs Financial Corp. (WSFS) | $54.1M | 0.48% | 705,083 | +180,903 | Added |
| Wintrust Financial Corp. (WTFC) | $54.1M | 0.48% | 336,435 | +89,770 | Added |
| TechnipFMC plc (FTI) | $53.9M | 0.48% | 813,118 | -340,590 | Trimmed |
| nVent Electric plc (NVT) | $53.5M | 0.47% | 315,250 | +315,250 | New position |
| Acadia Healthcare Company, Inc. (ACHC) | $53.4M | 0.47% | 1,807,697 | -31,428 | Trimmed |
| ATI Inc. (ATI) | $53.1M | 0.47% | 269,170 | -113,205 | Trimmed |
| United Bankshares Inc. (UBSI) | $52.2M | 0.46% | 1,139,377 | +307,037 | Added |
| UMB Financial Corp. (UMBF) | $52.0M | 0.46% | 364,287 | +69,407 | Added |
| United Community Banks Inc. (UCB) | $50.3M | 0.45% | 1,434,797 | +349,272 | Added |
| BWX Technologies, Inc. (BWXT) | $49.7M | 0.44% | 255,110 | +72,975 | Added |
| Red Rock Resorts, Inc. (RRR) | $49.4M | 0.44% | 758,812 | +107,869 | Added |