| NVDA Nvidia Corp. | 6.03% | 446,670 | $83.3M | Reduce -9.1% |
| WMS Advanced Drainage Systems Inc. | 5.48% | 546,011 | $75.7M | Reduce -1.3% |
| KLAC KLA Corp. | 5.17% | 66,401 | $71.5M | Reduce -11.6% |
| TSM Taiwan Semiconductor-SP ADR | 5.09% | 251,853 | $70.3M | No change |
| MA Mastercard Inc. Class A | 4.21% | 102,264 | $58.2M | Add +4.6% |
| FSLR First Solar Inc. | 4.13% | 259,200 | $57.1M | Reduce -5.4% |
| EBAY eBay Inc. | 4.06% | 617,698 | $56.2M | Reduce -7.0% |
| PANW Palo Alto Networks Inc. | 3.26% | 221,300 | $45.0M | Reduce -0.1% |
| GEN Gen Digital Inc. | 2.92% | 1,424,538 | $40.4M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 2.92% | 90,187 | $40.3M | Reduce -1.1% |
| EW Edwards Lifesciences Corp. | 2.86% | 508,858 | $39.6M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 2.83% | 255,095 | $39.2M | Add +7.3% |
| XYL Xylem Inc. | 2.57% | 240,500 | $35.5M | No change |
| DE Deere & Co. | 2.52% | 76,350 | $34.9M | Reduce -0.7% |
| TIGO Millicom Intl Cellular S.A. | 2.49% | 709,000 | $34.4M | Reduce -12.3% |
| RMD Resmed Inc. | 2.39% | 120,600 | $33.0M | Reduce -0.9% |
| PLNT Planet Fitness Inc. Class A | 2.23% | 297,000 | $30.8M | Add +16.0% |
| ADBE Adobe Inc. | 2.19% | 86,037 | $30.3M | Add +0.1% |
| CSL Carlisle Cos Inc. | 2.16% | 90,750 | $29.9M | No change |
| ELV Elevance Health Inc. | 2.15% | 92,080 | $29.8M | Reduce -1.2% |
| T AT&T Inc. | 2.15% | 1,051,265 | $29.7M | Reduce -0.5% |
| DAR Darling Ingredients Inc. | 2.08% | 932,914 | $28.8M | No change |
| MWA Mueller Water Products Inc. Class A | 2.00% | 1,085,000 | $27.7M | Add +0.5% |
| OLED Universal Display Corp. | 1.92% | 185,000 | $26.6M | No change |
| AYI Acuity Inc. | 1.88% | 75,500 | $26.0M | Reduce -11.0% |
| ALLE Allegion PLC | 1.86% | 145,000 | $25.7M | Reduce -3.3% |
| WTS Watts Water Technologies-A | 1.74% | 86,000 | $24.0M | No change |
| AKAM Akamai Technologies Inc. | 1.64% | 299,924 | $22.7M | No change |
| GNTX Gentex Corp. | 1.64% | 801,000 | $22.7M | No change |
| CWT California Water Service Grp | 1.64% | 493,000 | $22.6M | No change |
| OC Owens Corning | 1.60% | 156,000 | $22.1M | No change |
| MSA Msa Safety Inc. | 1.52% | 122,000 | $21.0M | No change |
| ARE Alexandria Real Estate Equit | 1.37% | 227,800 | $19.0M | Reduce -0.9% |
| STRA Strategic Education Inc. | 1.37% | 220,000 | $18.9M | No change |
| COO The Cooper Cos Inc. | 1.24% | 249,750 | $17.1M | Add +0.7% |
| HASI Ha Sustainable Infrastructur | 1.22% | 550,000 | $16.9M | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.92% | 43,000 | $12.8M | Add +79.2% |
| NOMD Nomad Foods Ltd. | 0.91% | 959,179 | $12.6M | No change |
| BMI Badger Meter Inc. | 0.84% | 65,000 | $11.6M | No change |
| INGR Ingredion Inc. | 0.70% | 79,000 | $9.6M | No change |
| HOLX Hologic Inc. | 0.31% | 62,750 | $4.2M | Add +2.9% |
| ZWS Zurn Elkay Water Solutions C | 0.29% | 85,000 | $4.0M | Reduce -3.4% |
| BLKB Blackbaud Inc. | 0.25% | 54,000 | $3.5M | Add +8.0% |
| RVTY Revvity Inc. | 0.24% | 37,500 | $3.3M | No change |
| LRN Stride Inc. | 0.23% | 21,000 | $3.1M | No change |
| BFAM Bright Horizons Family Solut | 0.22% | 28,500 | $3.1M | Add +18.8% |
| LIF LIFE360 Inc. | 0.22% | 28,000 | $3.0M | Reduce -26.3% |
| KIDS Orthopediatrics Corp. | 0.18% | 132,500 | $2.5M | Add +17.8% |
| DUOL Duolingo | 0.16% | 6,750 | $2.2M | Add +57.0% |
| SW Smurfit Westrock PLC | 0.02% | 7,400 | $315K | No change |