April 24, 2026
Announcement
| ACCENTURE PLC-CL A |
| AGILENT TECHNOLOGIES INC |
| AIR PRODUCTS & CHEMICALS INC |
| AIRBNB INC |
| AMEREN CORP |
| AMERICAN INTERNATIONAL GROUP INC |
| AMERICAN WATER WORKS CO INC |
| AMETEK INC |
| APPLIED MATERIALS INC |
| ARCH CAPITAL GROUP LTD |
| ARES MANAGEMENT CORP |
| BAKER HUGHES CO |
| BIOGEN INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| CARVANA CO |
| CENTENE CORP |
| CHENIERE ENERGY INC |
| CHIPOTLE MEXICAN GRILL INC |
| CHURCH & DWIGHT CO INC |
| CIGNA GROUP |
| CINCINNATI FINANCIAL CORP |
| CINTAS CORP |
| CIRCLE INTERNET GROUP INC |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP |
| COLGATE-PALMOLIVE CO |
| CONOCOPHILLIPS |
| COREWEAVE INC |
| COTERRA ENERGY INC |
| COUPANG INC |
| CRH PLC |
| CROWDSTRIKE HOLDINGS INC |
| DOLLAR GENERAL CORP |
| DRAFTKINGS INC |
| DUKE ENERGY CORP |
| ENTERGY CORP |
| EOG RESOURCES INC |
| EQUIFAX INC |
| ESTEE LAUDER COMPANIES INC |
| EVEREST GROUP LTD |
| FAIR ISAAC CORP |
| FASTENAL CO |
| FREEPORT-MCMORAN INC |
| GE HEALTHCARE TECHNOLOGIES INC |
| GE VERNOVA LLC |
| GENERAL DYNAMICS CORP |
| GENERAL MILLS INC |
| HARTFORD FINANCIAL SERVICES GROUP INC |
| HOWMET AEROSPACE INC |
| INTUITIVE SURGICAL INC |
| KEYCORP |
| KEYSIGHT TECHNOLOGIES INC |
| KLA CORP |
| KROGER CO |
| LAM RESEARCH CORP |
| LENNAR CORP |
| MARSH & MCLENNAN COS |
| MARVELL TECHNOLOGY INC |
| METLIFE INC |
| MICRON TECHNOLOGY INC |
| MONGODB INC |
| MONOLITHIC POWER SYSTEMS INC |
| MONSTER BEVERAGE CORP |
| MOODYS CORP |
| MORGAN STANLEY |
| MSCI INC |
| NETAPP INC |
| NORTHROP GRUMMAN CORP |
| NXP SEMICONDUCTOR NV |
| O REILLY AUTOMOTIVE INC |
| OLD DOMINION FREIGHT LINE INC |
| ONEOK INC |
| PACK.CORP.OF AM. |
| PAYCHEX INC |
| PNC FINANCIAL SERVICES GROUP |
| PRINCIPAL FINANCIAL GROUP INC |
| PUBLIC SERVICE ENTERPRISE GROUP ORD |
| PUBLIC STORAGE |
| PULTE GROUP INC |
| QNITY ELECTRONICS INC |
| QUANTA SERVICES INC |
| REGIONS FINANCIAL CORP |
| RESMED INC |
| ROSS STORES INC |
| SALESFORCE INC |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SERVICENOW INC |
| SOUTHERN COMPANY THE |
| STERIS PLC |
| STRYKER CORP |
| T ROWE PRICE GROUP INC |
| TARGA RESOURCES CORP |
| ULTA BEAUTY INC |
| UNITED RENTALS INC |
| US BANCORP |
| VEEVA SYSTEMS INC |
| VERISK ANALYTICS INC |
| VERTEX PHARMACEUTICALS INC |
| VISA INC-CLASS A SHARES |
| WELLS FARGO & CO |
| WILLIS TOWERS WATSON PLC |
| WW GRAINGER INC |
| ZIMMER BIOMET HOLDINGS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.