PJFG 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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| APH | Amphenol Corporation | 2026-02-27 | Added / first present |
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| PLTR | Palantir Technologies Inc | 2026-02-27 | Added / first present |
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| AMD | Advanced Micro Devices Inc | 2025-11-28 | Added / first present |
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| ORCL | Oracle Corp | 2025-11-28 | Added / first present |
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| EW | Edwards Lifesciences Corp | 2025-08-29 | Added / first present |
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| SHOP | Shopify Inc | 2025-08-29 | Added / first present |
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| TOST | Toast Inc | 2025-08-29 | Added / first present |
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| APP | AppLovin Corp | 2025-05-30 | Added / first present |
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| GE | General Electric Co | 2025-05-30 | Added / first present |
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| WMT | Walmart Inc | 2025-05-30 | Added / first present |
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| BA | Boeing Co/The | 2025-02-28 | Added / first present |
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| CAVA | Cava Group Inc | 2025-02-28 | Added / first present |
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| CEG | Constellation Energy Corp | 2025-02-28 | Added / first present |
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| DXCM | Dexcom Inc | 2025-02-28 | Added / first present |
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| SBUX | Starbucks Corp | 2025-02-28 | Added / first present |
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| SNOW | Snowflake Inc | 2025-02-28 | Added / first present |
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| TSM | TSMC | 2025-02-28 | Added / first present |
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| IDEXY | Industria de Diseno Textil SA | 2024-11-29 | Added / first present |
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| SPOT | Spotify Technology SA | 2024-11-29 | Added / first present |
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| UBER | Uber Technologies Inc | 2024-11-29 | Added / first present |
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| VRT | Vertiv Holdings Co | 2024-11-29 | Added / first present |
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| DDOG | Datadog Inc | 2024-08-30 | Added / first present |
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| DIS | Walt Disney Co/The | 2024-05-31 | Added / first present |
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| ETN | Eaton Corp PLC | 2024-05-31 | Added / first present |
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| TTD | Trade Desk Inc/The | 2024-05-31 | Added / first present |
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| AVGO | Broadcom Inc | 2024-02-29 | Added / first present |
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| HD | Home Depot Inc/The | 2024-02-29 | Added / first present |
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| AMT | American Tower Corp | 2023-11-30 | Added / first present |
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| ARM | ARM Holdings PLC | 2023-11-30 | Added / first present |
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| NOW | ServiceNow Inc | 2023-11-30 | Added / first present |
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| NU | NU Holdings Ltd/Cayman Islands | 2023-11-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| TOST | Toast Inc | 2026-02-27 | Removed / first absent |
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| CAVA | Cava Group Inc | 2025-08-29 | Removed / first absent |
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| DXCM | Dexcom Inc | 2025-08-29 | Removed / first absent |
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| SBUX | Starbucks Corp | 2025-08-29 | Removed / first absent |
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| UBER | Uber Technologies Inc | 2025-11-28 | Removed / first absent |
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| VRT | Vertiv Holdings Co | 2025-05-30 | Removed / first absent |
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| ETN | Eaton Corp PLC | 2025-02-28 | Removed / first absent |
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| TTD | Trade Desk Inc/The | 2025-11-28 | Removed / first absent |
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| HD | Home Depot Inc/The | 2024-08-30 | Removed / first absent |
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| AMT | American Tower Corp | 2024-05-31 | Removed / first absent |
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| ARM | ARM Holdings PLC | 2024-02-29 | Removed / first absent |
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| NOW | ServiceNow Inc | 2026-02-27 | Removed / first absent |
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| NU | NU Holdings Ltd/Cayman Islands | 2025-02-28 | Removed / first absent |
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| LVMUY | LVMH Moet Hennessy Louis Vuitt | 2024-11-29 | Removed / first absent |
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| LRLCY | L'Oreal SA | 2024-11-29 | Removed / first absent |
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| ABNB | Airbnb Inc | 2025-08-29 | Removed / first absent |
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| AMD | Advanced Micro Devices Inc | 2024-08-30 | Removed / first absent |
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| ASML | ASML Holding NV | 2024-11-29 | Removed / first absent |
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| AZN | AstraZeneca PLC | 2024-11-29 | Removed / first absent |
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| DXCM | Dexcom Inc | 2023-11-30 | Removed / first absent |
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| LULU | Lululemon Athletica Inc | 2024-05-31 | Removed / first absent |
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| MBLY | Mobileye Global Inc | 2024-02-29 | Removed / first absent |
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| MDB | MongoDB Inc | 2025-02-28 | Removed / first absent |
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| NKE | NIKE Inc | 2024-08-30 | Removed / first absent |
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| NVO | Novo Nordisk A/S | 2025-08-29 | Removed / first absent |
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| PANW | Palo Alto Networks Inc | 2025-02-28 | Removed / first absent |
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| SNOW | Snowflake Inc | 2024-08-30 | Removed / first absent |
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| UNH | UnitedHealth Group Inc | 2024-05-31 | Removed / first absent |
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