April 29, 2026
Announcement
| ADVANCED DRAINAGE SYSTEMS INC |
| AECOM |
| AGCO CORP |
| ALCOA CORP |
| AMRIZE AG |
| API GROUP CORP |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| ARCOSA INC |
| ARGAN INC |
| ASTEC INDUSTRIES INC |
| ATI INC |
| ATKORE INC |
| AZZ INC |
| BOISE CASCADE CO |
| BUILDERS FIRSTSOURCE INC |
| CARLISLE COS INC |
| CARPENTER TECHNOLOGY |
| CATERPILLAR INC |
| CAVCO INDUSTRIES INC |
| CENTURI HOLDINGS ORD |
| CENTURY ALUMINUM COMPANY |
| CLEVELAND CLIFFS INC |
| COMFORT SYSTEMS USA INC |
| COMMERCIAL METALS CO |
| CONSTRUCTION PARTNERS INC |
| CRANE COMPANY CO |
| CRH PLC |
| CSX CORP |
| DEERE & CO |
| DNOW INC |
| DONALDSON CO INC |
| DOVER CORP |
| DXP ENTERPRISES INC |
| DYCOM INDUSTRIES INC |
| EAGLE MATERIALS INC |
| EMCOR GROUP INC |
| EMERSON ELECTRIC CO |
| ENPRO INDUSTRIES INC |
| EQUIPMENTSHARE.COM INC CLASS A |
| FASTENAL CO |
| FLUOR CORP |
| GIBRALTAR INDUSTRIES INC |
| GRACO |
| GRANITE CONSTRUCTION INC |
| GREENBRIER COMPANIES INC |
| HELIOS TECHNOLOGIES INC |
| HERC HOLDINGS INC |
| IDEX CORP |
| IES HOLDINGS INC |
| JACOBS SOLUTIONS INC |
| KAISER ALUMINUM CORP |
| KNIFE RIVER CORP |
| LINDSAY CORP |
| Legence Corp |
| MARTIN MARIETTA MATERIALS |
| MODINE MANUFACTURING CO |
| MSC INDUSTRIAL DIRECT CO-A |
| MUELLER INDUSTRIES INC |
| MUELLER WATER PRODUCTS INC |
| MYR GROUP INC/DELAWARE |
| NORDSON CORP |
| NORFOLK SOUTHERN CORP |
| NPK INTERNATIONAL INC |
| NUCOR CORP |
| OSHKOSH CORP |
| OWENS CORNING INC |
| PARKER HANNIFIN CORP |
| POOL CORP |
| QUANTA SERVICES INC |
| QXO INC |
| RELIANCE STEEL & ALUMINUM |
| RYDER SYSTEM INC |
| RYERSON HOLDING CORP |
| SIMPSON MANUFACTURING CO INC |
| SKYLINE CHAMPION CORP |
| SPX TECHNOLOGIES INC |
| STEEL DYNAMICS INC |
| STERLING INFRASTRUCTURE INC |
| TEREX CORP |
| TETRA TECH INC |
| THERMON GROUP HOLDINGS INC |
| TOPBUILD CORP |
| TREX CO INC |
| TRINITY INDUSTRIES INC |
| TUTOR PERINI CORP |
| UFP INDUSTRIES INC |
| UNION PACIFIC CORP |
| UNITED RENTALS INC |
| UNITED STATES LIME & MINERAL |
| VALMONT INDUSTRIES |
| VERRA MOBILITY CORP |
| VONTIER CORP |
| VULCAN MATERIALS CO |
| WATTS WATER TECHNOLOGIES INC |
| WESCO INTERNATIONAL INC |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| WORTHINGTON STEEL |
| WW GRAINGER INC |
| XYLEM INC |
| ZURN ELKAY WATER SOLUTIONS CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.