 WELLTOWER INC COMWELL |
| 5.87% | 5.33% | $255.1M | 1.1M | $221.2M | 1.1M | +5,000+0.45% | Add |
 PG&E CORPPCG |
| 5.09% | 2.93% | $220.9M | 13.1M | $121.6M | 6.9M | +6.2M+89.80% | Add |
 NISOURCE INC COMNI |
| 4.68% | 5.79% | $203.4M | 4.3M | $240.0M | 5.1M | -865,700-16.83% | Reduce |
 EVERSOURCE ENERGYES |
| 4.48% | 6% | $194.5M | 2.7M | $248.9M | 3.6M | -900,906-25.08% | Reduce |
| KKODIAK GAS SVCS INCKGS |
| 4.38% | 3.35% | $190.1M | 2.5M | $138.9M | 2.4M | +148,922+6.25% | Add |
 XCEL ENERGY INC COMXEL |
| 4.3% | 5.04% | $186.6M | 2.3M | $208.9M | 2.6M | -305,690-11.63% | Reduce |
 TARGA RES CORPTRGP |
| 4.04% | 4.81% | $175.5M | 654,500 | $199.3M | 794,933 | -140,433-17.67% | Reduce |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 3.73% | — | $161.9M | 4.2M | $0 | 0 | +4.2M | New Buy |
 PPL CORP COMPPL |
| 3.49% | — | $151.7M | 4.2M | $0 | 0 | +4.2M | New Buy |
 KINDER MORGAN INC DEL COMKMI |
| 3.27% | 4.64% | $142.1M | 4.4M | $192.3M | 5.7M | -1.3M-22.49% | Reduce |
 AGREE RLTY CORPADC |
| 3.21% | 5.99% | $139.6M | 1.8M | $248.5M | 3.3M | -1.5M-44.08% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 2.92% | 1.38% | $126.9M | 2.3M | $57.1M | 2.0M | +320,697+16.44% | Add |
 CHENIERE ENERGY INCLNG |
| 2.58% | 0.38% | $112.1M | 469,000 | $15.6M | 55,000 | +414,000+752.73% | Add |
 SEMPRA COMSRE |
| 1.96% | 1.64% | $85.2M | 918,800 | $68.0M | 699,600 | +219,200+31.33% | Add |
 MGE ENERGY INC COMMGEE |
| 1.88% | — | $81.5M | 1.0M | $0 | 0 | +1.0M | New Buy |
 IDACORP INCIDA |
| 1.87% | 2.49% | $81.0M | 535,562 | $103.5M | 723,692 | -188,130-26.00% | Reduce |
| JJANUS LIVING INCJAN |
| 1.42% | 0.33% | $61.8M | 2.2M | $13.6M | 575,000 | +1.6M+273.91% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.39% | 0.54% | $60.2M | 61,500 | $22.4M | 25,000 | +36,500+146.00% | Add |
 CARETRUST REIT INCCTRE |
| 1.37% | 1.31% | $59.4M | 1.5M | $54.5M | 1.5M | -15,000-1.01% | Reduce |
 GE VERNOVA INCGEV |
| 1.19% | 0.16% | $51.7M | 44,000 | $6.5M | 7,500 | +36,500+486.67% | Add |
 ENTERGY CORP NEWETR |
| 1.19% | 2.52% | $51.7M | 450,000 | $104.3M | 928,573 | -478,573-51.54% | Reduce |
 WASTE MGMT INC DELWM |
| 1.15% | 0.64% | $50.1M | 225,000 | $26.4M | 115,000 | +110,000+95.65% | Add |
 CORE & MAIN INCCNM |
| 1.15% | 0.51% | $49.9M | 1.0M | $21.2M | 430,000 | +603,357+140.32% | Add |
 AUTOZONE INCAZO |
| 1.11% | 0.41% | $48.4M | 15,150 | $16.9M | 5,000 | +10,150+203.00% | Add |
| BBKV CORPBKV |
| 1.05% | 1.34% | $45.8M | 1.7M | $55.5M | 1.9M | -273,147-14.03% | Reduce |
| NNATIONAL HEALTHCARE PPTYS INNHP |
| 1.02% | — | $44.4M | 3.0M | $0 | 0 | +3.0M | New Buy |
 YORK WTR CO COMYORW |
| 1% | 0.54% | $43.5M | 1.4M | $22.3M | 732,677 | +687,200+93.79% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.98% | — | $42.7M | 237,500 | $0 | 0 | +237,500 | New Buy |
| MMODINE MFG COMOD |
| 0.98% | — | $42.4M | 158,830 | $0 | 0 | +158,830 | New Buy |
| KKINETIK HOLDINGS INCKNTK |
| 0.93% | 0.16% | $40.5M | 838,050 | $6.4M | 133,150 | +704,900+529.40% | Add |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.92% | — | $39.9M | 765,372 | $0 | 0 | +765,372 | New Buy |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.86% | 0.28% | $37.5M | 997,643 | $11.7M | 299,800 | +697,843+232.77% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.84% | — | $36.4M | 880,900 | $0 | 0 | +880,900 | New Buy |
| MMASTEC INCMTZ |
| 0.81% | — | $35.4M | 85,000 | $0 | 0 | +85,000 | New Buy |
| CCRH PLCCRH |
| 0.81% | 1.01% | $35.3M | 330,000 | $42.0M | 400,000 | -70,000-17.50% | Reduce |
| LLEGENCE CORPLGN |
| 0.73% | — | $31.7M | 372,500 | $0 | 0 | +372,500 | New Buy |
| HH2O AMERICA COMHTO |
| 0.72% | 1.77% | $31.2M | 513,500 | $73.4M | 1.3M | -737,500-58.95% | Reduce |
| RROLLINS INC COMROL |
| 0.67% | 0.19% | $29.2M | 700,000 | $8.0M | 150,000 | +550,000+366.67% | Add |
 PENTAIR PLCPNR |
| 0.66% | 0.42% | $28.7M | 375,000 | $17.4M | 200,000 | +175,000+87.50% | Add |
 STANDARDAERO INCSARO |
| 0.64% | 0.53% | $27.8M | 930,200 | $22.0M | 850,000 | +80,200+9.44% | Add |
| EEROCK INCEROC |
| 0.63% | — | $27.4M | 1.9M | $0 | 0 | +1.9M | New Buy |
 RYAN SPECIALTY HOLDINGS INCRYAN |
| 0.63% | 0.71% | $27.4M | 725,000 | $29.5M | 875,000 | -150,000-17.14% | Reduce |
 Genuine Parts Co ComGPC |
| 0.61% | 0.32% | $26.5M | 225,000 | $13.2M | 125,000 | +100,000+80.00% | Add |
 ITT INCITT |
| 0.59% | 0.23% | $25.7M | 130,000 | $9.5M | 50,000 | +80,000+160.00% | Add |
 GENERAC HLDGS INCGNRC |
| 0.58% | 0.26% | $25.3M | 86,300 | $10.7M | 54,600 | +31,700+58.06% | Add |
| FFERVO ENERGY COFRVO |
| 0.57% | — | $24.7M | 845,000 | $0 | 0 | +845,000 | New Buy |
| UUSA RARE EARTH INC COMUSAR |
| 0.56% | 0.42% | $24.4M | 1.1M | $17.4M | 1.2M | -19,420-1.69% | Reduce |
 CUMMINS INCCMI |
| 0.56% | 0.32% | $24.3M | 34,100 | $13.5M | 25,000 | +9,100+36.40% | Add |
 LENNAR CORPLEN |
| 0.54% | 0.66% | $23.5M | 262,500 | $27.4M | 332,500 | -70,000-21.05% | Reduce |
 PINNACLE WEST CAP CORPPNW |
| 0.54% | 1.21% | $23.3M | 217,555 | $50.4M | 500,055 | -282,500-56.49% | Reduce |
