 CORNING INCGLW |
| 7.4% | 5.41% | $224.5M | 879,037 | $127.7M | 939,365 | -60,328-6.42% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.09% | 6.47% | $215.2M | 450,703 | $152.8M | 451,991 | -1,288-0.28% | Reduce |
 AMPHENOL CORPAPH |
| 5.41% | 4.95% | $164.3M | 931,674 | $117.0M | 926,128 | +5,546+0.60% | Add |
 ALPHABET INCGOOGL |
| 5% | 5.16% | $151.7M | 424,372 | $121.8M | 423,499 | +873+0.21% | Add |
| FFLEX LTDFLEX |
| 4.67% | 3.28% | $141.7M | 874,601 | $77.6M | 1.2M | -310,535-26.20% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.49% | 0.92% | $75.5M | 65,410 | $21.8M | 64,491 | +919+1.43% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 2.37% | 1.43% | $71.8M | 85,597 | $33.7M | 82,662 | +2,935+3.55% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 1.86% | 2.07% | $56.5M | 594,134 | $49.0M | 593,877 | +257+0.04% | Add |
| RRALPH LAUREN CORPRL |
| 1.85% | 2.03% | $56.0M | 139,593 | $47.9M | 139,315 | +278+0.20% | Add |
 CARDINAL HEALTH INCCAH |
| 1.78% | 2.03% | $54.1M | 227,784 | $47.9M | 226,821 | +963+0.42% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.75% | 1.91% | $53.0M | 197,198 | $45.1M | 195,897 | +1,301+0.66% | Add |
 EMCOR GROUP INCEME |
| 1.63% | 1.82% | $49.6M | 59,774 | $42.9M | 58,108 | +1,666+2.87% | Add |
 TECHNIPFMC PLC COMFTI |
| 1.57% | 2.11% | $47.6M | 717,297 | $49.8M | 720,879 | -3,582-0.50% | Reduce |
 NOVARTIS AGNVS |
| 1.47% | 1.83% | $44.5M | 283,840 | $43.3M | 283,617 | +223+0.08% | Add |
 STATE STR CORP COMSTT |
| 1.44% | 1.38% | $43.6M | 257,160 | $32.5M | 256,818 | +342+0.13% | Add |
 SOUTHWEST AIRLS CO COMLUV |
| 1.41% | 1.37% | $42.7M | 830,605 | $32.4M | 863,345 | -32,740-3.79% | Reduce |
 US FOODS HLDG CORPUSFD |
| 1.39% | 1.69% | $42.0M | 411,179 | $40.0M | 433,445 | -22,266-5.14% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 1.34% | 1.36% | $40.8M | 29,510 | $32.2M | 29,474 | +36+0.12% | Add |
 WOODWARD INCWWD |
| 1.3% | 1.19% | $39.5M | 92,751 | $28.2M | 78,695 | +14,056+17.86% | Add |
 LAM RESEARCH CORPLRCX |
| 1.26% | 0.81% | $38.1M | 87,973 | $19.2M | 89,986 | -2,013-2.24% | Reduce |
 GE VERNOVA INCGEV |
| 1.23% | 1.17% | $37.3M | 31,732 | $27.7M | 31,756 | -24-0.08% | Reduce |
 JABIL INCJBL |
| 1.12% | 1% | $34.1M | 88,502 | $23.5M | 88,586 | -84-0.09% | Reduce |
| CCOGNEX CORPCGNX |
| 1.1% | — | $33.5M | 462,885 | $0 | 0 | +462,885 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 1.09% | 1.3% | $33.0M | 155,589 | $30.6M | 156,342 | -753-0.48% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.07% | 1.05% | $32.4M | 372,439 | $24.8M | 369,268 | +3,171+0.86% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.03% | 1.12% | $31.3M | 156,203 | $26.5M | 151,759 | +4,444+2.93% | Add |
 DATADOG INCDDOG |
| 1.03% | — | $31.1M | 119,568 | $0 | 0 | +119,568 | New Buy |
| CCITIGROUP INCC |
| 1.02% | 1.07% | $31.0M | 221,764 | $25.2M | 221,939 | -175-0.08% | Reduce |
 ROSS STORES INC COMROST |
| 1.02% | 0.95% | $30.9M | 145,031 | $22.5M | 103,676 | +41,355+39.89% | Add |
 BROADCOM INCAVGO |
| 0.94% | 0.96% | $28.6M | 75,832 | $22.6M | 73,080 | +2,752+3.77% | Add |
| CCENOVUS ENERGY INC COMCVE |
| 0.94% | 1.09% | $28.6M | 1.2M | $25.9M | 974,573 | +177,134+18.18% | Add |
 ALCOA CORPAA |
| 0.91% | 1.57% | $27.7M | 531,143 | $37.1M | 559,674 | -28,531-5.10% | Reduce |
 BWX TECHNOLOGIES INCBWXT |
| 0.9% | 1.02% | $27.4M | 140,906 | $24.0M | 117,513 | +23,393+19.91% | Add |
| NNEXTPOWER INCNXT |
| 0.89% | 1.16% | $27.1M | 227,567 | $27.4M | 226,881 | +686+0.30% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.85% | 0.01% | $25.9M | 99,594 | $293,532 | 1,188 | +98,406+8,283.33% | Add |
| BBARRICK MNG CORPGOLD |
| 0.82% | 1% | $24.8M | 675,040 | $23.6M | 579,390 | +95,650+16.51% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.8% | 0.86% | $24.3M | 24,067 | $20.4M | 24,143 | -76-0.31% | Reduce |
 ROYALTY PHARMA PLCRPRX |
| 0.74% | 0.79% | $22.4M | 398,854 | $18.6M | 388,484 | +10,370+2.67% | Add |
 APPLE INCAAPL |
| 0.74% | 0.15% | $22.4M | 77,254 | $3.6M | 14,252 | +63,002+442.06% | Add |
 BARCLAYS PLCBCS |
| 0.73% | 0.74% | $22.2M | 825,753 | $17.4M | 823,469 | +2,284+0.28% | Add |
 GE AEROSPACEGE |
| 0.72% | 0.67% | $21.8M | 58,353 | $15.9M | 55,966 | +2,387+4.27% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 0.69% | 0.92% | $20.9M | 185,818 | $21.7M | 185,098 | +720+0.39% | Add |
 ELI LILLY & COLLY |
| 0.65% | 2.4% | $19.7M | 16,449 | $56.7M | 61,609 | -45,160-73.30% | Reduce |
| EEVERCORE INCEVR |
| 0.65% | 0.73% | $19.6M | 57,371 | $17.1M | 57,450 | -79-0.14% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 0.62% | 0.87% | $18.7M | 337,817 | $20.7M | 338,481 | -664-0.20% | Reduce |
 QUANTA SVCS INCPWR |
| 0.6% | 0.21% | $18.2M | 25,326 | $5.0M | 9,144 | +16,182+176.97% | Add |
 BORGWARNER INCBWA |
| 0.58% | 0.6% | $17.7M | 266,329 | $14.1M | 259,165 | +7,164+2.76% | Add |
 CLOUDFLARE INCNET |
| 0.57% | 0.61% | $17.3M | 70,616 | $14.4M | 69,924 | +692+0.99% | Add |
 TAPESTRY INCTPR |
| 0.54% | 0.57% | $16.3M | 111,470 | $13.4M | 94,870 | +16,600+17.50% | Add |
| EELEMENT SOLUTIONS INCESI |
| 0.53% | 0.06% | $16.0M | 335,149 | $1.5M | 43,431 | +291,718+671.68% | Add |
