BAI additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| Corning Inc | Corning Inc | 2026-04-30 | Added / first present |
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| Western Digital Corp | Western Digital Corp | 2026-04-30 | Added / first present |
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| Datadog Inc | Datadog Inc | 2026-04-30 | Added / first present |
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| MACOM Technology Solutions Holdings Inc | MACOM Technology Solutions Holdings Inc | 2026-04-30 | Added / first present |
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| Applied Optoelectronics Inc | Applied Optoelectronics Inc | 2026-04-30 | Added / first present |
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| Lattice Semiconductor Corp | Lattice Semiconductor Corp | 2026-04-30 | Added / first present |
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| Sandisk Corp/DE | Sandisk Corp/DE | 2026-04-30 | Added / first present |
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| Amazon.com Inc | Amazon.com Inc | 2026-01-31 | Added / first present |
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| Micron Technology Inc | Micron Technology Inc | 2026-01-31 | Added / first present |
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| MongoDB Inc | MongoDB Inc | 2026-01-31 | Added / first present |
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| EchoStar Corp | EchoStar Corp | 2026-01-31 | Added / first present |
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| Lumentum Holdings Inc | Lumentum Holdings Inc | 2026-01-31 | Added / first present |
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| Amkor Technology Inc | Amkor Technology Inc | 2026-01-31 | Added / first present |
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| Intel Corp | Intel Corp | 2025-10-31 | Added / first present |
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| Palo Alto Networks Inc | Palo Alto Networks Inc | 2025-10-31 | Added / first present |
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| Monolithic Power Systems Inc | Monolithic Power Systems Inc | 2025-10-31 | Added / first present |
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| Kratos Defense & Security Solutions Inc | Kratos Defense & Security Solutions Inc | 2025-10-31 | Added / first present |
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| Shopify Inc | Shopify Inc | 2025-10-31 | Added / first present |
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| BWX Technologies Inc | BWX Technologies Inc | 2025-10-31 | Added / first present |
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| Ciena Corp | Ciena Corp | 2025-10-31 | Added / first present |
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| Vertiv Holdings Co | Vertiv Holdings Co | 2025-10-31 | Added / first present |
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| Figma Inc | Figma Inc | 2025-10-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
|---|
| Amazon.com Inc | Amazon.com Inc | 2026-04-30 | Removed / first absent |
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| MongoDB Inc | MongoDB Inc | 2026-04-30 | Removed / first absent |
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| Amkor Technology Inc | Amkor Technology Inc | 2026-04-30 | Removed / first absent |
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| Palo Alto Networks Inc | Palo Alto Networks Inc | 2026-01-31 | Removed / first absent |
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| Shopify Inc | Shopify Inc | 2026-04-30 | Removed / first absent |
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| Ciena Corp | Ciena Corp | 2026-01-31 | Removed / first absent |
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| Figma Inc | Figma Inc | 2026-01-31 | Removed / first absent |
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| Microsoft Corp | Microsoft Corp | 2026-04-30 | Removed / first absent |
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| Amazon.com Inc | Amazon.com Inc | 2025-10-31 | Removed / first absent |
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| ServiceNow Inc | ServiceNow Inc | 2025-10-31 | Removed / first absent |
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| Intuit Inc | Intuit Inc | 2025-10-31 | Removed / first absent |
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| Cadence Design Systems Inc | Cadence Design Systems Inc | 2026-01-31 | Removed / first absent |
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| Oracle Corp | Oracle Corp | 2026-04-30 | Removed / first absent |
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| Twilio Inc | Twilio Inc | 2025-10-31 | Removed / first absent |
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| Cloudflare Inc | Cloudflare Inc | 2026-01-31 | Removed / first absent |
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| Pure Storage Inc | Pure Storage Inc | 2026-01-31 | Removed / first absent |
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| SAP SE | SAP SE | 2025-10-31 | Removed / first absent |
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| Unity Software Inc | Unity Software Inc | 2025-10-31 | Removed / first absent |
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| AppLovin Corp | AppLovin Corp | 2026-01-31 | Removed / first absent |
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| Thomson Reuters Corp | Thomson Reuters Corp | 2025-10-31 | Removed / first absent |
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| Talen Energy Corp | Talen Energy Corp | 2026-01-31 | Removed / first absent |
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| Astera Labs Inc | Astera Labs Inc | 2026-04-30 | Removed / first absent |
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| Rubrik Inc | Rubrik Inc | 2026-04-30 | Removed / first absent |
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| Chime Financial Inc | Chime Financial Inc | 2025-10-31 | Removed / first absent |
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