 NVIDIA CORPORATIONNVDA |
| 2.98% | 3.07% | $336.5M | 1.7M | $305.9M | 1.8M | -72,305-4.12% | Reduce |
 ELI LILLY & COLLY |
| 2.53% | 2.32% | $286.1M | 238,515 | $230.8M | 250,918 | -12,403-4.94% | Reduce |
 ALPHABET INCGOOGL |
| 2.52% | 2.4% | $284.8M | 797,067 | $239.4M | 832,437 | -35,370-4.25% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.04% | 1.73% | $230.9M | 483,590 | $172.5M | 510,385 | -26,795-5.25% | Reduce |
 APPLE INCAAPL |
| 1.85% | 1.92% | $209.8M | 724,984 | $190.9M | 752,384 | -27,400-3.64% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 1.77% | 1.53% | $200.4M | 144,974 | $152.4M | 139,352 | +5,622+4.03% | Add |
| IISHARES RUSSELL 2000 VALUE ETFIWN |
| 1.72% | 2.11% | $194.0M | 876,999 | $210.2M | 1.1M | -231,921-20.91% | Reduce |
 CUMMINS INCCMI |
| 1.63% | 1.45% | $184.0M | 257,923 | $144.5M | 268,523 | -10,600-3.95% | Reduce |
 NUCOR CORPNUE |
| 1.47% | 1.45% | $166.6M | 747,815 | $144.0M | 851,805 | -103,990-12.21% | Reduce |
 AMAZON COM INCAMZN |
| 1.47% | 1.51% | $166.5M | 698,557 | $150.2M | 721,077 | -22,520-3.12% | Reduce |
 EATON CORP PLCETN |
| 1.45% | 1.31% | $164.4M | 385,910 | $130.1M | 363,880 | +22,030+6.05% | Add |
| VVALMONT INDS INCVMI |
| 1.26% | 1.01% | $142.9M | 247,458 | $100.9M | 252,605 | -5,147-2.04% | Reduce |
 UNITED RENTALS INCURI |
| 1.25% | 0.96% | $141.2M | 124,668 | $95.4M | 130,947 | -6,279-4.80% | Reduce |
| SSANMINA CORPSANM |
| 1.22% | 0.99% | $138.4M | 546,725 | $98.8M | 762,365 | -215,640-28.29% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.17% | 1.82% | $132.2M | 966,792 | $181.3M | 1.1M | -101,965-9.54% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.17% | 1.23% | $132.0M | 403,266 | $122.9M | 417,661 | -14,395-3.45% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.11% | 0.69% | $125.6M | 173,675 | $68.9M | 201,505 | -27,830-13.81% | Reduce |
 SENSIENT TECHNOLOGIES CORPSXT |
| 1.1% | 0.78% | $124.6M | 1.0M | $78.0M | 901,840 | +108,624+12.04% | Add |
| CCUSHMAN AND WAKEFIELD LTDCWK |
| 1.1% | 1.11% | $123.9M | 9.3M | $110.9M | 9.0M | +205,207+2.27% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.09% | 1.3% | $123.4M | 1.3M | $129.1M | 1.4M | -36,975-2.69% | Reduce |
 CARLISLE COS INCCSL |
| 1.08% | 0.97% | $122.7M | 338,257 | $96.5M | 289,117 | +49,140+17.00% | Add |
 VISA INCV |
| 1.07% | 1.13% | $121.5M | 354,070 | $112.4M | 371,925 | -17,855-4.80% | Reduce |
 REVVITY INCRVTY |
| 1.06% | 0.41% | $120.2M | 1.1M | $40.4M | 461,265 | +618,977+134.19% | Add |
| MMOOG INCMOG/A |
| 1.06% | — | $120.1M | 283,345 | $0 | 0 | +283,345 | New Buy |
 GATX CORPGATX |
| 1.01% | 1.02% | $113.9M | 642,900 | $102.0M | 597,545 | +45,355+7.59% | Add |
 ROSS STORES INC COMROST |
| 1% | 1.14% | $112.9M | 530,340 | $113.4M | 523,250 | +7,090+1.35% | Add |
 ILLUMINA INCILMN |
| 0.99% | 1.07% | $112.1M | 637,701 | $106.5M | 863,721 | -226,020-26.17% | Reduce |
| CCOCA COLA CONS INCCOKE |
| 0.94% | 0.85% | $105.8M | 554,111 | $85.1M | 443,615 | +110,496+24.91% | Add |
| GGARRETT MOTION INCGTX |
| 0.93% | — | $105.7M | 2.9M | $0 | 0 | +2.9M | New Buy |
 SYNOPSYS INCSNPS |
| 0.92% | 0.98% | $104.1M | 233,382 | $97.2M | 245,217 | -11,835-4.83% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.92% | 0.47% | $103.8M | 348,304 | $46.7M | 471,884 | -123,580-26.19% | Reduce |
| JJBT MAREL CORPORATIONJBTM |
| 0.91% | 0.85% | $103.2M | 711,816 | $85.0M | 664,550 | +47,266+7.11% | Add |
 CLEAN HARBORS INCCLH |
| 0.9% | 1.11% | $102.3M | 342,420 | $110.8M | 386,540 | -44,120-11.41% | Reduce |
 HUBBELL INCHUBB |
| 0.87% | 0.92% | $98.6M | 188,507 | $91.7M | 186,792 | +1,715+0.92% | Add |
 SHOPIFY INCSHOP |
| 0.84% | 1.2% | $95.2M | 833,950 | $119.3M | 1.0M | -171,810-17.08% | Reduce |
| WWARBY PARKER INCWRBY |
| 0.83% | 0.64% | $94.3M | 3.1M | $63.8M | 3.0M | +78,919+2.61% | Add |
| VVALVOLINE INC COMVVV |
| 0.82% | 0.97% | $92.7M | 2.3M | $97.1M | 2.9M | -537,297-18.64% | Reduce |
 VULCAN MATLS COVMC |
| 0.8% | 0.84% | $91.0M | 308,462 | $83.7M | 307,322 | +1,140+0.37% | Add |
 SELECTIVE INS GROUP INCSIGI |
| 0.8% | 0.35% | $90.3M | 931,336 | $35.0M | 464,237 | +467,099+100.62% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.77% | — | $87.5M | 535,885 | $0 | 0 | +535,885 | New Buy |
| SSANDISK CORP COMSNDK |
| 0.77% | 0.37% | $86.6M | 38,093 | $36.4M | 57,255 | -19,162-33.47% | Reduce |
 BURLINGTON STORES INC COMBURL |
| 0.76% | 1.12% | $86.0M | 271,476 | $111.5M | 342,741 | -71,265-20.79% | Reduce |
| AARTISAN PARTNERS ASSET MGMT I CL AAPAM |
| 0.75% | 0.95% | $85.2M | 2.5M | $94.2M | 2.6M | -121,176-4.68% | Reduce |
 EVERGY INC COMEVRG |
| 0.74% | 0.8% | $84.1M | 972,479 | $79.2M | 967,304 | +5,175+0.53% | Add |
 ALLIANT ENERGY CORP COMLNT |
| 0.74% | 0.79% | $83.8M | 1.1M | $78.4M | 1.1M | +5,870+0.54% | Add |
 MGM RESORTS INTERNATIONALMGM |
| 0.74% | — | $83.6M | 1.7M | $0 | 0 | +1.7M | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.73% | 0.84% | $83.0M | 165,797 | $83.4M | 174,082 | -8,285-4.76% | Reduce |
 BOEING COBA |
| 0.73% | 0.82% | $82.9M | 383,014 | $81.2M | 408,024 | -25,010-6.13% | Reduce |
| EELEMENT SOLUTIONS INCESI |
| 0.73% | 1.22% | $82.5M | 1.7M | $121.3M | 3.6M | -1.8M-51.33% | Reduce |
 SPIRE INCSR |
| 0.73% | 0.77% | $82.1M | 1.1M | $77.1M | 851,732 | +199,569+23.43% | Add |
