| NVIDIA Corp. (NVDA) | $1.6B | 5.28% | 8,079,926 | +1,762,887 | Added |
| Alphabet Inc. (GOOGL) | $1.3B | 4.38% | 3,749,074 | +1,722,330 | Added |
| Ascendis Pharma A/s (ASND) | $1.3B | 4.18% | 4,798,267 | -15,173 | Trimmed |
| Axon Enterprise, Inc. (AXON) | $836.1M | 2.73% | 1,491,490 | +427,356 | Added |
| Ftai Aviation Ltd. (FTAI) | $794.6M | 2.60% | 2,937,228 | +89,001 | Added |
| Apple Inc. (AAPL) | $744.7M | 2.43% | 2,573,774 | -559,339 | Trimmed |
| Comfort Systems USA Inc. (FIX) | $704.5M | 2.30% | 355,433 | -265,482 | Trimmed |
| Broadcom Inc. (AVGO) | $588.0M | 1.92% | 1,556,522 | +319,597 | Added |
| Microsoft Corp. (MSFT) | $527.6M | 1.72% | 1,414,294 | -235,219 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $516.6M | 1.69% | 1,921,476 | -368,221 | Trimmed |
| Eli Lilly & Co. (LLY) | $499.8M | 1.63% | 416,732 | +52,153 | Added |
| Snowflake Inc. (SNOW) | $441.9M | 1.44% | 1,736,498 | +1,017,688 | Added |
| MKS Inc. (MKSI) | $413.0M | 1.35% | 928,617 | -118,146 | Trimmed |
| Meta Platforms, Inc. (META) | $381.6M | 1.25% | 677,389 | +150,567 | Added |
| Vertiv Holdings Co. (VRT) | $353.0M | 1.15% | 1,054,361 | -867,335 | Trimmed |
| GE Vernova Inc. (GEV) | $283.5M | 0.93% | 241,272 | +41,966 | Added |
| Micron Technology Inc. (MU) | $263.4M | 0.86% | 228,203 | +127,769 | Added |
| Visa Inc. (V) | $261.6M | 0.85% | 762,403 | +305,855 | Added |
| APi Group Corp. (APG) | $260.6M | 0.85% | 6,154,301 | +1,519,372 | Added |
| Tapestry, Inc. (TPR) | $248.3M | 0.81% | 1,696,569 | -502,293 | Trimmed |
| Rhythm Pharmaceuticals, Inc. (RYTM) | $245.2M | 0.80% | 2,208,595 | +279,472 | Added |
| Life Time Group Holdings, Inc. (LTH) | $244.8M | 0.80% | 5,995,254 | +2,809,739 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $244.0M | 0.80% | 510,999 | +17,495 | Added |
| Guardant Health, Inc. (GH) | $243.7M | 0.80% | 1,624,459 | +261,920 | Added |
| Quanta Services, Inc. (PWR) | $238.7M | 0.78% | 331,489 | -327 | Held |
| ServiceNow, Inc. (NOW) | $235.7M | 0.77% | 2,373,711 | +979,524 | Added |
| Advanced Micro Devices Inc. (AMD) | $234.2M | 0.77% | 403,081 | +398,061 | Added |
| Palo Alto Networks Inc. (PANW) | $224.5M | 0.73% | 658,331 | +21,848 | Added |
| Woodward, Inc. (WWD) | $224.0M | 0.73% | 526,505 | +254,320 | Added |
| Arista Networks, Inc. (ANET) | $223.7M | 0.73% | 1,317,096 | +536,694 | Added |
| LPL Financial Holdings Inc. (LPLA) | $223.4M | 0.73% | 793,061 | -88,445 | Trimmed |
| Rocket Lab Corp. (RKLB) | $214.9M | 0.70% | 2,114,005 | -1,058,606 | Trimmed |
| Amer Sports Inc. (AS) | $214.7M | 0.70% | 6,344,923 | +2,407,402 | Added |
| Cloudflare, Inc. (NET) | $204.9M | 0.67% | 835,502 | +293,936 | Added |
| Amazon.com Inc. (AMZN) | $204.9M | 0.67% | 859,806 | -1,419,848 | Trimmed |
| Garmin Ltd. (GRMN) | $204.5M | 0.67% | 861,057 | +484,695 | Added |
| Regal Rexnord Corp. (RRX) | $204.1M | 0.67% | 856,976 | +175,259 | Added |
| Natera, Inc. (NTRA) | $197.2M | 0.64% | 726,628 | -28,101 | Trimmed |
| Morgan Stanley (MS) | $196.6M | 0.64% | 940,560 | +444,002 | Added |
| Carpenter Technology Corp. (CRS) | $193.7M | 0.63% | 314,082 | +314,082 | New position |
| Samsara Inc. (IOT) | $189.3M | 0.62% | 5,836,459 | +763,638 | Added |
| Dynatrace, Inc. (DT) | $186.6M | 0.61% | 4,249,229 | +39,635 | Added |
| Caterpillar Inc. (CAT) | $186.0M | 0.61% | 174,620 | +142,295 | Added |
| Semtech Corp. (SMTC) | $183.4M | 0.60% | 1,133,268 | -147,326 | Trimmed |
| AMETEK Inc. (AME) | $175.1M | 0.57% | 723,798 | -22,034 | Trimmed |
| Abivax SA (ABVX) | $174.5M | 0.57% | 1,309,825 | -13,113 | Trimmed |
| Insmed Inc. (INSM) | $173.7M | 0.57% | 1,629,561 | +161,102 | Added |
| ITT Inc. (ITT) | $164.2M | 0.54% | 830,382 | +127,073 | Added |
| Gilead Sciences, Inc. (GILD) | $162.7M | 0.53% | 1,287,629 | +1,260,939 | Added |
| PTC Therapeutics, Inc. (PTCT) | $159.6M | 0.52% | 1,956,156 | +1,956,156 | New position |
| Dutch Bros Inc. (BROS) | $156.8M | 0.51% | 2,184,001 | -129,356 | Trimmed |
| Celsius Holdings, Inc. (CELH) | $155.9M | 0.51% | 5,324,481 | +1,555,570 | Added |
| Mastec Inc. (MTZ) | $155.8M | 0.51% | 374,457 | +124,477 | Added |
| SharkNinja, Inc. (SN) | $153.5M | 0.50% | 1,008,349 | +103,808 | Added |
| CSX Corp. (CSX) | $149.9M | 0.49% | 3,154,419 | +1,496,120 | Added |
| FirstCash Holdings, Inc. (FCFS) | $149.9M | 0.49% | 693,085 | +261,092 | Added |
| Keycorp (KEY) | $149.7M | 0.49% | 6,493,467 | +1,300,133 | Added |
| Microchip Technology Inc. (MCHP) | $149.5M | 0.49% | 1,639,111 | +668,816 | Added |
| Applied Materials Inc. (AMAT) | $148.6M | 0.49% | 205,592 | +204,656 | Added |
| Marriott International Inc. (MAR) | $147.9M | 0.48% | 398,962 | +245,743 | Added |
| Vaxcyte Inc. (PCVX) | $143.7M | 0.47% | 2,472,428 | -1,173,710 | Trimmed |
| Globe Life Inc. (GL) | $137.8M | 0.45% | 770,990 | -71,433 | Trimmed |
| TechnipFMC plc (FTI) | $136.6M | 0.45% | 2,059,689 | +25,934 | Added |
| Xpo, Inc. (XPO) | $129.1M | 0.42% | 629,011 | +57,019 | Added |
| Legend Biotech Corp. (LEGN) | $127.9M | 0.42% | 4,430,063 | -1,333,412 | Trimmed |
| Everpure, Inc. (P) | $127.0M | 0.41% | 1,611,958 | -262,805 | Trimmed |
| Lam Research Corp. (LRCX) | $123.8M | 0.40% | 285,614 | +285,614 | New position |
| Jones Lang Lasalle Inc. (JLL) | $123.5M | 0.40% | 398,453 | +50,674 | Added |
| Astera Labs, Inc. (ALAB) | $120.4M | 0.39% | 249,299 | -610,814 | Trimmed |
| Rockwell Automation, Inc. (ROK) | $117.4M | 0.38% | 237,136 | +30,859 | Added |
| Idex Corp. (IEX) | $116.6M | 0.38% | 513,564 | +87,545 | Added |
| Coherent Corp. (COHR) | $114.8M | 0.38% | 291,040 | -105,604 | Trimmed |
| Legence Corp. (LGN) | $114.4M | 0.37% | 1,341,963 | -519,690 | Trimmed |
| Lincoln Electric Holdings Inc. (LECO) | $114.4M | 0.37% | 430,681 | +72,516 | Added |
| ASML Holding N.V. (ASML) | $114.3M | 0.37% | 57,430 | +57,430 | New position |
| Planet Labs PBC (PL) | $113.6M | 0.37% | 3,428,007 | +1,790,966 | Added |
| Onto Innovation Inc. (ONTO) | $113.3M | 0.37% | 299,383 | -27,577 | Trimmed |
| Cencora, Inc. (COR) | $113.2M | 0.37% | 400,058 | -36,851 | Trimmed |
| Revolution Medicines, Inc. (RVMD) | $112.5M | 0.37% | 600,821 | -955,757 | Trimmed |
| Sandisk Corp. (SNDK) | $111.5M | 0.36% | 49,024 | +49,024 | New position |
| Affirm Holdings, Inc. (AFRM) | $110.3M | 0.36% | 1,352,200 | +271,564 | Added |
| Live Nation Entertainment, Inc. (LYV) | $108.2M | 0.35% | 590,764 | -219,946 | Trimmed |
| Enpro Inc. (NPO) | $108.0M | 0.35% | 286,554 | +286,554 | New position |
| Permian Resources Corp. (PR) | $106.0M | 0.35% | 5,756,888 | -1,724,569 | Trimmed |
| Ares Management Corp. (ARES) | $106.0M | 0.35% | 952,032 | -620,755 | Trimmed |
| Imax Corp. (IMAX) | $105.8M | 0.35% | 2,654,014 | +315,238 | Added |
| Guidewire Software, Inc. (GWRE) | $103.3M | 0.34% | 839,337 | +352,756 | Added |
| Nextpower Inc. (NXT) | $102.2M | 0.33% | 857,399 | -249,947 | Trimmed |
| JFrog Ltd. (FROG) | $101.3M | 0.33% | 1,114,561 | +1,114,561 | New position |
| Synopsys Inc. (SNPS) | $101.2M | 0.33% | 226,856 | +94,008 | Added |
| Roku, Inc. (ROKU) | $99.0M | 0.32% | 716,557 | -461,662 | Trimmed |
| Plexus Corp. (PLXS) | $96.8M | 0.32% | 321,808 | -62,685 | Trimmed |
| Applied Industrial Technologies Inc. (AIT) | $96.6M | 0.32% | 285,691 | -3,510 | Trimmed |
| MSCI Inc. (MSCI) | $96.3M | 0.32% | 171,958 | -61,806 | Trimmed |
| Robinhood Markets, Inc. (HOOD) | $95.8M | 0.31% | 955,544 | +322,160 | Added |
| ROSS Stores, Inc. (ROST) | $94.2M | 0.31% | 442,420 | -29,496 | Trimmed |
| Adaptive Biotechnologies Corp. (ADPT) | $91.5M | 0.30% | 4,267,645 | -1,169,073 | Trimmed |
| Xenon Pharmaceuticals Inc. (XENE) | $91.0M | 0.30% | 1,507,294 | +105,811 | Added |
| O'Reilly Automotive, Inc. (ORLY) | $85.9M | 0.28% | 933,255 | +45,256 | Added |
| Citigroup Inc. (C) | $85.1M | 0.28% | 608,124 | +563,667 | Added |