 LAM RESEARCH CORPLRCX |
| 4.97% | 2.84% | $8.7M | 20,163 | $4.4M | 20,501 | -338-1.65% | Reduce |
 KLA CORPKLAC |
| 4.73% | 3.35% | $8.3M | 27,609 | $5.2M | 3,509 | +24,100+686.81% | Add |
| AAlphabet Inc Class CGOOG |
| 4.4% | 4.09% | $7.7M | 21,895 | $6.3M | 21,981 | -86-0.39% | Reduce |
 NOVARTIS AGNVS |
| 2.29% | 2.55% | $4.0M | 25,727 | $3.9M | 25,727 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.15% | 1.75% | $3.8M | 7,914 | $2.7M | 7,994 | -80-1.00% | Reduce |
 SNAP ON INCSNA |
| 2.04% | 2.09% | $3.6M | 8,922 | $3.2M | 8,872 | +50+0.56% | Add |
 LINDE PLCLIN |
| 1.97% | 2.09% | $3.5M | 6,688 | $3.2M | 6,497 | +191+2.94% | Add |
 HUBBELL INCHUBB |
| 1.83% | 1.73% | $3.2M | 6,146 | $2.7M | 5,437 | +709+13.04% | Add |
 WW GRAINGER INCGWW |
| 1.82% | 1.61% | $3.2M | 2,351 | $2.5M | 2,271 | +80+3.52% | Add |
| TTOROMONT INDUSTRIES LTDTMTNF |
| 1.79% | 1.75% | $3.2M | 19,369 | $2.7M | 19,322 | +47+0.24% | Add |
| SSchneider Electric SA |
| 1.76% | 1.63% | $3.1M | 9,476 | $2.5M | 9,476 | 00.00% | Unchanged |
 ITT INCITT |
| 1.71% | 1.87% | $3.0M | 15,189 | $2.9M | 15,137 | +52+0.34% | Add |
| GGRUPO AEROPORTUNARIO DEL PACPAC |
| 1.69% | 1.87% | $3.0M | 11,726 | $2.9M | 11,702 | +24+0.21% | Add |
 ATMOS ENERGY CORPATO |
| 1.61% | 1.5% | $2.8M | 16,403 | $2.3M | 12,504 | +3,899+31.18% | Add |
 PLUMAS BANCORP COMPLBC |
| 1.49% | 1.42% | $2.6M | 44,983 | $2.2M | 44,793 | +190+0.42% | Add |
 TANGER INCSKT |
| 1.46% | 1.42% | $2.6M | 64,878 | $2.2M | 64,383 | +495+0.77% | Add |
 WINTRUST FINL CORPWTFC |
| 1.35% | 1.32% | $2.4M | 14,761 | $2.0M | 14,648 | +113+0.77% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 1.34% | 1.56% | $2.4M | 73,562 | $2.4M | 71,979 | +1,583+2.20% | Add |
 EATON CORP PLCETN |
| 1.25% | 1.19% | $2.2M | 5,146 | $1.8M | 5,147 | -1-0.02% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.23% | 1.3% | $2.2M | 6,292 | $2.0M | 6,261 | +31+0.50% | Add |
 APPLIED MATLS INCAMAT |
| 1.19% | 0.67% | $2.1M | 2,908 | $1.0M | 3,009 | -101-3.36% | Reduce |
 CHESAPEAKE UTILS CORPCPK |
| 1.19% | 1.01% | $2.1M | 17,096 | $1.6M | 12,347 | +4,749+38.46% | Add |
 MCDONALDS CORPMCD |
| 1.19% | 1.55% | $2.1M | 7,745 | $2.4M | 7,692 | +53+0.69% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.16% | 2.04% | $2.0M | 2,091 | $3.2M | 3,523 | -1,432-40.65% | Reduce |
 CUMMINS INCCMI |
| 1.15% | 0.98% | $2.0M | 2,827 | $1.5M | 2,804 | +23+0.82% | Add |
 AGILYSYS INCAGYS |
| 1.11% | 0.86% | $1.9M | 18,620 | $1.3M | 18,578 | +42+0.23% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.1% | 1.13% | $1.9M | 8,680 | $1.7M | 8,571 | +109+1.27% | Add |
 LINCOLN ELEC HLDGS INCLECO |
| 1.05% | 1.1% | $1.8M | 6,955 | $1.7M | 6,815 | +140+2.05% | Add |
 PAYCHEX INC COMPAYX |
| 1.05% | 0.99% | $1.8M | 18,759 | $1.5M | 16,537 | +2,222+13.44% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 1.04% | 1.07% | $1.8M | 5,814 | $1.7M | 5,764 | +50+0.87% | Add |
 NEBIUS GROUP N VNBIS |
| 1.02% | 0.44% | $1.8M | 6,495 | $673,921 | 6,495 | 00.00% | Unchanged |
| GGaztransport et Technigaz SAS |
| 0.99% | 1.05% | $1.7M | 8,236 | $1.6M | 6,883 | +1,353+19.66% | Add |
 IRADIMED CORPIRMD |
| 0.93% | 1.07% | $1.6M | 17,193 | $1.7M | 17,171 | +22+0.13% | Add |
| SStraumann Holdings AG |
| 0.93% | 0.82% | $1.6M | 12,379 | $1.3M | 12,390 | -11-0.09% | Reduce |
| BBanco del Bajio SA |
| 0.91% | 0.99% | $1.6M | 493,886 | $1.5M | 493,886 | 00.00% | Unchanged |
 MAGNOLIA OIL & GAS CORPMGY |
| 0.9% | 1.27% | $1.6M | 62,227 | $2.0M | 61,976 | +251+0.40% | Add |
| SSabre Insurance Group PLC |
| 0.9% | 0.92% | $1.6M | 684,990 | $1.4M | 684,990 | 00.00% | Unchanged |
| FFB FINL CORPFBK |
| 0.89% | 0.94% | $1.6M | 28,390 | $1.5M | 27,960 | +430+1.54% | Add |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.89% | 0.94% | $1.6M | 35,672 | $1.5M | 35,395 | +277+0.78% | Add |
| FFISERV INCFISV |
| 0.88% | 1.14% | $1.5M | 31,579 | $1.8M | 31,403 | +176+0.56% | Add |
| DDOLLARAMA INC FDLMAF |
| 0.87% | 1.4% | $1.5M | 11,538 | $2.2M | 17,589 | -6,051-34.40% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.87% | 1.24% | $1.5M | 19,774 | $1.9M | 21,059 | -1,285-6.10% | Reduce |
| GGARMIN LTD SHSGRMN |
| 0.87% | 0.94% | $1.5M | 6,439 | $1.5M | 6,268 | +171+2.73% | Add |
| PPrimaris REITPMREF |
| 0.86% | 0.94% | $1.5M | 139,909 | $1.4M | 139,019 | +890+0.64% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.85% | 0.99% | $1.5M | 40,718 | $1.5M | 40,467 | +251+0.62% | Add |
| EENERGY TRANSFER L PET |
| 0.84% | 0.96% | $1.5M | 77,078 | $1.5M | 76,534 | +544+0.71% | Add |
| CCLIMB GLOBAL SOLUTIONS INCCLMB |
| 0.82% | 0.8% | $1.4M | 62,315 | $1.2M | 62,275 | +40+0.06% | Add |
| GGivaudan Sa Adr Each 50 Repr 1 OrdGVDNY |
| 0.8% | 0.73% | $1.4M | 16,692 | $1.1M | 16,692 | 00.00% | Unchanged |
| FFASTENAL CO COMFAST |
| 0.79% | 0.86% | $1.4M | 29,108 | $1.3M | 28,575 | +533+1.87% | Add |
| SSparebank 1 SR-Bank |
| 0.77% | 0.97% | $1.4M | 69,722 | $1.5M | 69,032 | +690+1.00% | Add |
