| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $2.4B | 7.09% | 4,936,408 | -581,852 | Trimmed |
| NVIDIA Corp. (NVDA) | $1.7B | 5.17% | 8,599,021 | -342,735 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.1B | 3.43% | 3,191,012 | +686,407 | Added |
| Apple Inc. (AAPL) | $943.3M | 2.84% | 3,259,914 | -1,552,519 | Trimmed |
| Broadcom Inc. (AVGO) | $776.7M | 2.34% | 2,056,135 | -145,423 | Trimmed |
| Microsoft Corp. (MSFT) | $764.2M | 2.30% | 2,048,642 | -848,140 | Trimmed |
| Meta Platforms, Inc. (META) | $535.2M | 1.61% | 950,115 | -63,007 | Trimmed |
| Amazon.com Inc. (AMZN) | $473.6M | 1.42% | 1,987,085 | -1,176,544 | Trimmed |
| Mastercard Inc. (MA) | $471.5M | 1.42% | 918,005 | -142,646 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $443.5M | 1.33% | 763,517 | -279,077 | Trimmed |
| Applied Materials Inc. (AMAT) | $360.0M | 1.08% | 497,946 | +463,006 | Added |
| General Electric Co. (GE) | $295.5M | 0.89% | 790,801 | +790,801 | New position |
| AstraZeneca PLC (AZN) | $283.2M | 0.85% | 1,514,795 | -427,360 | Trimmed |
| Primo Brands Corp. (PRMB) | $279.3M | 0.84% | 11,426,823 | -1,629,369 | Trimmed |
| Everpure, Inc. (P) | $272.2M | 0.82% | 3,455,381 | +573,900 | Added |
| Amphenol Corp. (APH) | $270.7M | 0.81% | 1,535,059 | +457,625 | Added |
| Linde plc (LIN) | $262.0M | 0.79% | 504,953 | -131,385 | Trimmed |
| Onto Innovation Inc. (ONTO) | $251.8M | 0.76% | 665,377 | -298,836 | Trimmed |
| Borgwarner Inc. (BWA) | $251.3M | 0.76% | 3,784,707 | +900,645 | Added |
| Carlyle Group Inc. (CG) | $249.1M | 0.75% | 5,914,905 | -386,204 | Trimmed |
| argenx SE (ARGX) | $245.5M | 0.74% | 264,617 | -1,450 | Trimmed |
| Mueller Industries Inc. (MLI) | $244.2M | 0.73% | 1,986,139 | -123,590 | Trimmed |
| Monster Beverage Corp. (MNST) | $244.0M | 0.73% | 2,538,136 | -397,111 | Trimmed |
| F5, Inc. (FFIV) | $243.9M | 0.73% | 586,271 | -63,677 | Trimmed |
| Credicorp Ltd (BAP) | $243.5M | 0.73% | 625,144 | +2,454 | Added |
| Curtiss Wright Corp. (CW) | $240.4M | 0.72% | 317,306 | +85,237 | Added |
| Itaú Unibanco Holding S.A. (ITUB) | $231.1M | 0.69% | 28,283,482 | -3,401,226 | Trimmed |
| Snowflake Inc. (SNOW) | $229.3M | 0.69% | 901,087 | -226,438 | Trimmed |
| Twist Bioscience Corp. (TWST) | $223.7M | 0.67% | 2,174,594 | -3,095,124 | Trimmed |
| Teva Pharmaceutical Industries Ltd. (TEVA) | $223.4M | 0.67% | 6,593,221 | +5,167,554 | Added |
| UnitedHealth Group Inc. (UNH) | $217.5M | 0.65% | 523,387 | -149,876 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $214.8M | 0.65% | 281,409 | +281,409 | New position |
| Regal Rexnord Corp. (RRX) | $212.3M | 0.64% | 891,139 | +53,646 | Added |
| Krystal Biotech, Inc. (KRYS) | $211.9M | 0.64% | 570,153 | +162,975 | Added |
| Carpenter Technology Corp. (CRS) | $205.2M | 0.62% | 332,607 | -18,289 | Trimmed |
| Power Integrations Inc. (POWI) | $199.5M | 0.60% | 2,382,007 | +1,330 | Held |
| nVent Electric plc (NVT) | $198.1M | 0.60% | 1,167,763 | -66,111 | Trimmed |
| Guardant Health, Inc. (GH) | $196.7M | 0.59% | 1,311,320 | +360,206 | Added |
| Halozyme Therapeutics, Inc. (HALO) | $196.5M | 0.59% | 2,511,050 | -14,925 | Trimmed |
| Talen Energy Corp. (TLN) | $191.2M | 0.57% | 497,660 | -27,554 | Trimmed |
| TransUnion (TRU) | $191.1M | 0.57% | 2,648,744 | -242,443 | Trimmed |
| Cameco Corp. (CCJ) | $189.3M | 0.57% | 1,858,735 | +176,432 | Added |
| Sterling Infrastructure, Inc. (STRL) | $187.8M | 0.56% | 223,697 | -99,724 | Trimmed |
| Costco Wholesale Corp. (COST) | $186.5M | 0.56% | 199,355 | -103,113 | Trimmed |
| Alignment Healthcare, Inc. (ALHC) | $184.8M | 0.56% | 7,761,403 | +2,546,789 | Added |
| C. H. Robinson Worldwide, Inc. (CHRW) | $184.3M | 0.55% | 978,297 | -63,361 | Trimmed |
| Seagate Technology Holdings plc (STX) | $184.2M | 0.55% | 190,847 | +190,847 | New position |
| Diodes Inc. (DIOD) | $184.2M | 0.55% | 1,682,686 | +1,241,124 | Added |
| BWX Technologies, Inc. (BWXT) | $183.2M | 0.55% | 941,233 | -40,549 | Trimmed |
| Akamai Technologies Inc. (AKAM) | $181.5M | 0.55% | 1,535,467 | -83,593 | Trimmed |
| Baldwin Insurance Group, Inc. (BWIN) | $179.0M | 0.54% | 6,732,965 | -61,527 | Trimmed |
| Bentley Systems Inc. (BSY) | $177.6M | 0.53% | 5,942,507 | +2,619,784 | Added |
| Lattice Semiconductor Corp. (LSCC) | $177.5M | 0.53% | 1,160,417 | -883,303 | Trimmed |
| Madrigal Pharmaceuticals, Inc. (MDGL) | $174.0M | 0.52% | 324,123 | -16,396 | Trimmed |
| Everest Group, Ltd. (EG) | $171.4M | 0.52% | 479,877 | -26,289 | Trimmed |
| Agilent Technologies, Inc. (A) | $171.0M | 0.51% | 1,287,265 | -508,499 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $170.8M | 0.51% | 1,855,002 | -355,032 | Trimmed |
| Dynatrace, Inc. (DT) | $169.4M | 0.51% | 3,857,741 | +628,690 | Added |
| Mirum Pharmaceuticals, Inc. (MIRM) | $164.5M | 0.49% | 1,404,741 | +1,069,072 | Added |
| Healthequity, Inc. (HQY) | $160.2M | 0.48% | 1,773,227 | +113,611 | Added |
| IDEXX Laboratories Inc. (IDXX) | $157.0M | 0.47% | 298,154 | -53,467 | Trimmed |
| ServiceNow, Inc. (NOW) | $154.0M | 0.46% | 1,551,192 | -820,422 | Trimmed |
| Synaptics Inc. (SYNA) | $154.0M | 0.46% | 1,239,622 | -346,622 | Trimmed |
| Texas Instruments Inc. (TXN) | $150.9M | 0.45% | 506,229 | +82,034 | Added |
| SharkNinja, Inc. (SN) | $150.3M | 0.45% | 986,806 | -86,578 | Trimmed |
| West Pharmaceutical Services Inc. (WST) | $149.8M | 0.45% | 417,309 | +377,584 | Added |
| Grand Canyon Education, Inc. (LOPE) | $148.7M | 0.45% | 1,038,828 | +59,094 | Added |
| Littelfuse Inc. (LFUS) | $146.5M | 0.44% | 321,681 | +17,106 | Added |
| Canadian Natural Resources Limited (CNQ) | $143.7M | 0.43% | 3,635,082 | +3,635,082 | New position |
| Reliance, Inc. (RS) | $142.9M | 0.43% | 382,494 | -20,993 | Trimmed |
| TotalEnergies SE (TTE) | $141.4M | 0.42% | 1,819,275 | +965,524 | Added |
| Forgent Power Solutions Inc (FPS) | $140.6M | 0.42% | 2,516,270 | +2,516,270 | New position |
| PTC Therapeutics, Inc. (PTCT) | $140.5M | 0.42% | 1,722,688 | +1,722,688 | New position |
| Timken Co. (TKR) | $138.8M | 0.42% | 954,839 | +949,663 | Added |
| Cytokinetics Inc. (CYTK) | $136.6M | 0.41% | 1,603,442 | +515,851 | Added |
| Lincoln Electric Holdings Inc. (LECO) | $134.6M | 0.41% | 506,862 | -27,989 | Trimmed |
| Eagle Materials Inc. (EXP) | $129.8M | 0.39% | 576,712 | -53,680 | Trimmed |
| Clean Harbors Inc. (CLH) | $125.2M | 0.38% | 419,210 | -23,888 | Trimmed |
| Novanta Inc. (NOVT) | $124.3M | 0.37% | 765,867 | -17,217 | Trimmed |
| Birkenstock Holding plc (BIRK) | $123.3M | 0.37% | 2,865,895 | +290,493 | Added |
| First Horizon Corp. (FHN) | $123.3M | 0.37% | 4,808,223 | -249,869 | Trimmed |
| Etsy Inc. (ETSY) | $120.4M | 0.36% | 1,598,520 | +1,598,520 | New position |
| Millicom Intl Cellular S A (TIGO) | $118.9M | 0.36% | 1,309,545 | -96,063 | Trimmed |
| Diebold Nixdorf, Inc. (DBD) | $117.3M | 0.35% | 1,379,553 | -46,911 | Trimmed |
| Garrett Motion Inc. (GTX) | $117.1M | 0.35% | 3,232,883 | -2,529,814 | Trimmed |
| Encompass Health Corp. (EHC) | $116.4M | 0.35% | 1,151,085 | +347,934 | Added |
| Appfolio Inc. (APPF) | $115.7M | 0.35% | 721,826 | +78,595 | Added |
| Marriott International Inc. (MAR) | $111.5M | 0.34% | 300,872 | +216,241 | Added |
| National Bank Holdings Corp. (NBHC) | $111.0M | 0.33% | 2,497,817 | +22,956 | Added |
| Chipotle Mexican Grill Inc. (CMG) | $110.0M | 0.33% | 3,235,762 | -674,911 | Trimmed |
| Saia Inc. (SAIA) | $109.1M | 0.33% | 259,020 | +88,875 | Added |
| Repligen Corp. (RGEN) | $107.6M | 0.32% | 788,571 | +788,571 | New position |
| Freshpet, Inc. (FRPT) | $107.1M | 0.32% | 1,810,994 | -2,191 | Trimmed |
| Jazz Pharmaceuticals plc (JAZZ) | $105.3M | 0.32% | 436,893 | +366,010 | Added |
| Martin Marietta Materials Inc. (MLM) | $104.9M | 0.32% | 181,902 | -90,490 | Trimmed |
| Knight-Swift Transportation Holdings Inc. (KNX) | $103.6M | 0.31% | 1,330,047 | +386,761 | Added |
| Weatherford International plc (WFRD) | $102.8M | 0.31% | 1,260,878 | +680,947 | Added |
| Globus Medical Inc. (GMED) | $101.5M | 0.30% | 1,284,896 | -724,867 | Trimmed |
| Nu Holdings Ltd. (NU) | $101.5M | 0.30% | 7,596,051 | -4,671,549 | Trimmed |
| Hudbay Minerals Inc. (HBM) | $99.5M | 0.30% | 4,215,842 | +4,215,842 | New position |