What changed
1. NEBIUS GROUP N.V. — $1.2B (7.2%)
2. ASML HLDG NV — $1.1B (6.9%)
3. SEAGATE TECHNOLOGY HLDNGS PL — $965M (5.9%)
4. HD — $918M (5.6%)
5. AMAT — $873M (5.3%)
6. MDLN — $827M (5.1%)
7. LINDE PLC — $809M (4.9%)
8. TER — $722M (4.4%)
9. GLW — $697M (4.3%)
10. CVNA — $692M (4.2%)
11. HUT — $666M (4.1%)
12. PFGC — $654M (4.0%)
13. NU HLDGS LTD — $631M (3.9%)
14. WULF — $596M (3.6%)
15. CRS — $594M (3.6%)
16. MTZ — $560M (3.4%)
17. APP — $537M (3.3%)
18. TTMI — $512M (3.1%)
19. STRL — $512M (3.1%)
20. USFD — $503M (3.1%)
… (+14 more)