March 30, 2026
Announcement
| ABBOTT LABORATORIES |
| ABBVIE INC |
| ACCENTURE PLC-CL A |
| ACUITY BRANDS INC |
| ADVANCED MICRO DEVICES |
| AECOM |
| AFLAC INC |
| AGCO CORP |
| AGILENT TECHNOLOGIES INC |
| AIR PRODUCTS & CHEMICALS INC |
| ALBEMARLE CORP |
| ALBERTSONS COMPANIES INC |
| ALIGN TECHNOLOGY INC |
| ALNYLAM PHARMACEUTICALS INC |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMERICAN AIRLINES GROUP INC |
| AMERICAN ELECTRIC POWER COMPANY INC |
| AMERICAN EXPRESS CO |
| AMERICAN INTERNATIONAL GROUP INC |
| AMERICAN TOWER CORP |
| AMERICAN WATER WORKS CO INC |
| AMERIPRISE FINANCIAL INC |
| AMPHENOL CORP NEW CL A |
| APA CORP |
| APPLE INC |
| APPLIED MATERIALS INC |
| ARCH CAPITAL GROUP LTD |
| ARISTA NETWORKS INC |
| AT&T |
| AUTOMATIC DATA PROCESSING |
| Applovin Corp |
| BAKER HUGHES CO |
| BANK OF AMERICA CORP |
| BANK OF NEW YORK MELLON CORP |
| BECTON DICKINSON AND CO |
| BENTLEY SYSTEMS INC |
| BERKSHIRE HATHAWAY INC-CL B |
| BJS WHOLESALE CLUB HOLDINGS |
| BLACKROCK INC |
| BLUE OWL CAPITAL INC |
| BOEING CO/THE |
| BROADCOM INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| CARVANA CO |
| CATERPILLAR INC |
| CBOE GLOBAL MARKETS INC |
| CBRE GROUP INC |
| CELSIUS HOLDINGS INC |
| CENCORA INC |
| CENTENE CORP |
| CENTERPOINT ENERGY INC |
| CF INDUSTRIES HOLDINGS INC |
| CHEMED CORP |
| CHEVRON CORP |
| CHEWY INC - CLASS A |
| CHORD ENERGY CORP |
| CHUBB LTD |
| CISCO SYSTEMS INC |
| CLEVELAND CLIFFS INC |
| CME GROUP INC |
| CNH INDUSTRIAL NV |
| COCA-COLA CONSOLIDATED INC |
| COHERENT CORP |
| COLGATE-PALMOLIVE CO |
| COMFORT SYSTEMS USA INC |
| CONAGRA BRANDS INC |
| CONSTELLATION ENERGY CORPORATION |
| CORTEVA INC |
| COSTAR GROUP INC |
| CROWDSTRIKE HOLDINGS INC |
| CSX CORP |
| DANAHER CORP |
| DIAMONDBACK ENERGY INC |
| DIGITAL REALTY TRUST INC |
| DOLLAR GENERAL CORP |
| DOW INC |
| DUKE ENERGY CORP |
| EDWARDS LIFESCIENCES CORP |
| ELEVANCE HEALTH INC |
| ELF BEAUTY INC |
| ELI LILLY & CO |
| EMCOR GROUP INC |
| ENERSYS |
| EOG RESOURCES INC |
| EQT CORP |
| EQUINIX INC |
| EVEREST GROUP LTD |
| EVERSOURCE ENERGY |
| EXELON CORP |
| EXXON MOBIL CORP |
| F5 INC |
| FABRINET |
| FASTENAL CO |
| FIRST CITIZENS BANCSHARES INC/NC |
| FIRSTENERGY |
| FORTIVE CORP |
| FRANKLIN RESOURCES INC |
| GE AEROSPACE |
| GE VERNOVA LLC |
| GENERAL MOTORS CO |
| GENTEX CORP |
| GILEAD SCIENCES INC |
| GOLDMAN SACHS GROUP INC |
| HALLIBURTON CO |
| HASBRO INC |
| HCA HEALTHCARE INC |
| HERSHEY CO/THE |
| HOME DEPOT INC |
| HONEYWELL INTERNATIONAL INC |
| HOWMET AEROSPACE INC |
| HUNT (JB) TRANSPRT SVCS INC |
| ILLINOIS TOOL WORKS |
| INSMED INC |
| INSULET CORP |
| INTEL CORP |
| INTERCONTINENTAL EXCHANGE INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| INVESCO LTD |
| JM SMUCKER CO/THE |
| JOHNSON & JOHNSON |
| JPMORGAN CHASE & CO |
| KINSALE CAPITAL GROUP INC |
| KLA CORP |
| KRAFT HEINZ CO THE |
| KROGER CO |
| KRYSTAL BIOTECH INC |
| LABCORP HOLDINGS INC |
| LAM RESEARCH CORP |
| LIBERTY BROADBAND C |
| LINDE PLC |
| LIVE NATION ENTERTAINMENT IN |
| LOCKHEED MARTIN CORP |
| LOEWS CORP |
| LOWES COS INC |
| LYFT INC |
| MAPLEBEAR ORD |
| MARTIN MARIETTA MATERIALS |
| MARVELL TECHNOLOGY INC |
| MASTERCARD INC-CLASS A |
| MCDONALDS CORP |
| MCKESSON CORP |
| MERCK & CO. INC. |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MOHAWK INDS. |
| MONDELEZ INTERNATIONAL INC |
| MONSTER BEVERAGE CORP |
| MORGAN STANLEY |
| MORNINGSTAR INC |
| MOTOROLA SOLUTIONS INC |
| MUELLER INDUSTRIES INC |
| MURPHY USA INC |
| NATERA INC |
| NETFLIX INC |
| NEUROCRINE BIOSCIENCES INC |
| NEXTERA ENERGY INC |
| NIKE INC |
| NNN REIT INC |
| NORTHERN TRUST CORP |
| NUCOR CORP |
| NVIDIA CORP |
| O REILLY AUTOMOTIVE INC |
| OCCIDENTAL PETROLEUM CORP |
| OLD DOMINION FREIGHT LINE INC |
| OMNICOM GROUP |
| ON SEMICONDUCTOR CORPORATION |
| ONTO INNOVATION INC |
| ORACLE CORP |
| OVINTIV INC |
| PACCAR INC |
| PALANTIR TECHNOLOGIES INC |
| PARKER HANNIFIN CORP |
| PARSONS CORP |
| PEPSICO INC |
| PERFORMANCE FOOD GROUP CO |
| PG&E CORP |
| PHILIP MORRIS INTERNATIONAL |
| PHILLIPS 66 |
| PNC FINANCIAL SERVICES GROUP |
| PROCTER & GAMBLE CO |
| PROGRESSIVE CORP |
| QORVO INC |
| QUALCOMM INC |
| QUANTUMSCAPE CORP |
| REGENERON PHARMACEUTICALS |
| REPUBLIC SERVICES INC |
| REVOLUTION MEDICINES INC |
| REVVITY INC |
| RIGETTI COMPUTING INC |
| RIOT PLATFORMS INC |
| ROKU INC |
| ROYAL GOLD INC |
| RTX CORPORATION |
| RYDER SYSTEM INC |
| S&P GLOBAL INC |
| SAIA INC |
| SANDISK CORP |
| SCHWAB (CHARLES) CORP |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SIMON PROPERTY GROUP INC |
| SITEONE LANDSCAPE SUPPLY INC |
| SLM CORP |
| SMURFIT WESTROCK PLC |
| SOUTHERN COMPANY THE |
| STARBUCKS CORP |
| STRYKER CORP |
| SUN COMMUNITIES INC |
| SUPER MICRO COMPUTER INC |
| SYNOPSYS INC |
| SYSCO CORP |
| T-MOBILE US INC |
| TARGET CORP |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| THERMO FISHER SCIENTIFIC INC |
| TJX COMPANIES INC |
| TOPBUILD CORP |
| TRACTOR SUPPLY COMPANY |
| TRIMBLE INC |
| TRUIST FINANCIAL CORP |
| TWILIO INC |
| TYSON FOODS INC |
| U-HAUL HOLDING CO NON-VOTING |
| UBER TECHNOLOGIES INC |
| UL SOLUTIONS CL A ORD |
| UNITEDHEALTH GROUP INC |
| UNIVERSAL DISPLAY CORP |
| US BANCORP |
| VALERO ENERGY |
| VENTURE GLOBAL INC |
| VERIZON COMMUNICATIONS INC |
| VERTEX PHARMACEUTICALS INC |
| VERTIV HOLDINGS CO |
| VICOR CORP |
| VISA INC-CLASS A SHARES |
| WALMART INC |
| WALT DISNEY CO/THE |
| WARNER MUSIC GROUP CORP |
| WAYFAIR INC |
| WELLS FARGO & CO |
| WEST PHARMACEUTICAL SERVICES INC |
| WESTERN DIGITAL CORP |
| WILLIAMS COS INC |
| WILLIAMS-SONOMA INC |
| WW GRAINGER INC |
| XYLEM INC |
| ZOOM VIDEO COMMUNICATIONS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.