May 1, 2026
Announcement
| ACUITY BRANDS INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| AECOM |
| AES CORP |
| AFFILIATED MANAGERS |
| AGCO CORP |
| AGNC INVESTMENT CORP |
| AGREE REALTY CORP |
| AKAMAI TECHNOLOGIES INC |
| ALBEMARLE CORP |
| ALBERTSONS COMPANIES INC |
| ALEXANDRIA REAL ESTATE EQUITIES INC |
| ALIGN TECHNOLOGY INC |
| ALLY FINANCIAL INC |
| AMERICAN AIRLINES GROUP INC |
| AMERICAN FINANCIAL GROUP INC |
| AMERICAN HEALTHCARE REIT ORD |
| AMERICAN HOMES 4 RENT |
| AMKOR TECHNOLOGY INC |
| ANNALY CAPITAL MANAGEMENT INC |
| ANTERO MIDSTREAM CORP |
| ANTERO RESOURCES CORP |
| APA CORP |
| API GROUP CORP |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| APTARGROUP INC |
| APTIV PLC |
| ARAMARK |
| ARROW ELECTRONICS INC |
| ASSURANT INC |
| AUTOLIV INC |
| AUTONATION INC |
| AVERY DENNISON CORP |
| AVIS BUDGET GROUP INC |
| AXALTA COATING SYSTEMS LTD |
| AXIS CAPITAL HOLDINGS LTD |
| BALL CORP |
| BAXTER INTL. |
| BEST BUY CO INC |
| BIO-RAD LABORATORIES INC |
| BIO-TECHNE CORP |
| BIOMARIN PHARMACEUTICAL INC |
| BIRKENSTOCK HOLDING ORD |
| BITMINE IMMERSION TECHNOLOGIES |
| BJS WHOLESALE CLUB HOLDINGS |
| BOK FINANCIAL CORP |
| BORGWARNER INC |
| BOSTON PROPERTIES INC |
| BRIDGEBIO PHARMA INC |
| BRIXMOR PROPERTY GROUP INC |
| BROOKFIELD RENEWABLE CORP |
| BROWN-FORMAN CORP-CLASS A |
| BROWN-FORMAN CORP-CLASS B |
| BUILDERS FIRSTSOURCE INC |
| C H ROBINSON WORLDWIDE INC |
| CACI INTERNATIONAL INC -CL A |
| CAMDEN PROPERTY TRUST |
| CAMPBELL SOUP CO |
| CARETRUST REIT INC |
| CARMAX INC |
| CF INDUSTRIES HOLDINGS INC |
| CHARLES RIVER LABORATORIES |
| CHORD ENERGY CORP |
| CIRRUS LOGIC INC |
| CLEARWAY ENERGY INC CLASS C |
| CNA FINANCIAL CORP (IL) |
| CNH INDUSTRIAL NV |
| COCA-COLA CONSOLIDATED INC |
| COGNEX CORP |
| COLUMBIA BANKING SYSTEM INC |
| COMMERCE BANCSHARES INC/MO |
| COMMERCIAL METALS CO |
| CONAGRA BRANDS INC |
| CORE & MAIN INC-CLASS A |
| COREBRIDGE FINANCIAL INC |
| CROWN HOLDINGS INC |
| CUBESMART |
| CULLEN/FROST BANKERS INC |
| CYTOKINETICS INC |
| DARLING INGREDIENTS INC |
| DAVITA INC |
| DICKS SPORTING GOODS INC |
| DILLARDS INC-CL A |
| DOLBY LABORATORIES INC-CL A |
| DONALDSON CO INC |
| DT MIDSTREAM INC |
| EAGLE MATERIALS INC |
| EAST WEST BANCORP INC |
| EASTGROUP PROPERTIES INC |
| EASTMAN CHEMICAL CO |
| ELANCO ANIMAL HEALTH INC |
| ELEMENT SOLUTIONS INC |
| EPAM SYSTEMS INC |
| EQUITABLE HOLDINGS INC |
| EQUITY LIFESTYLE PROPERTIES |
| ESAB CORP |
| ESSENTIAL UTILITIES INC |
| F5 INC |
| FACTSET RESEARCH SYSTEMS INC |
| FEDERAL REALTY INVS TRUST |
| FIDELITY NATIONAL FINANCIAL INC |
| FIRST AMERICAN FINANCIAL CORP |
| FIRST HORIZON CORP |
| FIRST INDUSTRIAL REALTY TR |
| FIRSTCASH HOLDINGS INC |
| FLUOR CORP |
| FRANKLIN RESOURCES INC |
| GALAXY DIGITAL INC |
| GAMESTOP CORP |
| GAMING AND LEISURE PROPERTIES INC |
| GAP INC/THE |
| GENPACT LTD |
| GLOBE LIFE INC |
| GLOBUS MEDICAL INC |
| GRACO |
| GUARDANT HEALTH INC |
| HEALTHCARE REALTY TRUST INC |
| HEALTHPEAK PROPERTIES INC |
| HENRY SCHEIN INC |
| HESS MIDSTREAM PARTNERS LP |
| HF SINCLAIR CORP |
| HORMEL FOODS CORP |
| HOST HOTELS & RESORTS INC |
| HOULIHAN LOKEY INC |
| HUNTINGTON INGALLS INDUSTRIES |
| HYATT HOTELS CORP |
| IDACORP INC |
| IDEX CORP |
| IMMUNITYBIO INC |
| INGREDION INC |
| INVESCO LTD |
| JACK HENRY & ASSOCIATES INC |
| JACKSON FINANCIAL INC |
| JANUS HENDERSON GROUP PLC |
| JAZZ PHARMACEUTICALS PLC |
| JBT MAREL CORPORATION |
| JEFFERIES FINANCIAL GROUP INC |
| JM SMUCKER CO/THE |
| JONES LANG LASALLE INC |
| KIMCO REALTY CORP |
| KIRBY CORP |
| KLARNA GROUP ORD |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC |
| LEONARDO DRS INC |
| LEVI STRAUSS & CO CLASS A |
| LIBERTY BROADBAND A |
| LIBERTY BROADBAND C |
| LIBERTY LIVE HOLDINGS INC SERIES A |
| LIBERTY LIVE HOLDINGS INC SERIES C |
| LINCOLN NATIONAL CORP |
| LINEAGE ORD |
| LITHIA MOTORS INC-CL A |
| LITTELFUSE INC |
| LKQ CORP |
| MADISON SQUARE GARDEN SPORTS |
| MARKETAXESS HOLDINGS INC |
| MASCO CORP |
| MASIMO CORPORATION |
| MIDDLEBY CORP |
| MOBILEYE GLOBAL INC-A |
| MODERNA INC |
| MOHAWK INDS. |
| MOLINA HEALTHCARE INC |
| MOLSON COORS BEVERAGE CO |
| MOSAIC CO/THE |
| MSA SAFETY INC |
| MUELLER INDUSTRIES INC |
| NATIONAL FUEL GAS COMPANY |
| NEWMARKET CORP |
| NEWS CORP |
| NEWS CORP/NEW-CL A-W/I |
| NNN REIT INC |
| NOBLE CORP PLC |
| NORDSON CORP |
| Nuvalent Inc |
| OGE ENERGY CORP |
| OKLO INC |
| OLD NATIONAL BANCORP/IN |
| OLD REPUBLIC INTL CORP |
| OMEGA HEALTHCARE INVESTORS INC |
| ONEMAIN HOLDINGS INC |
| OSHKOSH CORP |
| OVINTIV INC |
| OWENS CORNING INC |
| PARAMOUNT SKYDANCE CORP CLASS B |
| PARSONS CORP |
| PAYCOM SOFTWARE INC |
| PENSKE AUTOMOTIVE GROUP INC |
| PENTAIR PLC |
| PERMIAN RESOURCES CORP |
| PILGRIMS PRIDE CORP |
| PINNACLE FINANCIAL PARTNERS |
| PINNACLE WEST CAPITAL CORP |
| PINTEREST INC |
| POOL CORP |
| POPULAR INC |
| PRIMERICA INC |
| PROSPERITY BANCSHARES INC |
| Praxis Precision Medicines Inc |
| QORVO INC |
| QXO INC |
| RANGE RESOURCES CORP |
| REGAL REXNORD CORP |
| REGENCY CENTERS CORP |
| REINSURANCE GROUP OF AMERICA |
| RENAISSANCERE HOLDINGS LTD |
| REPLIGEN CORP |
| REVOLUTION MEDICINES INC |
| REVVITY INC |
| REXFORD INDUSTRIAL REALTY IN |
| RPM INTERNATIONAL INC |
| RYDER SYSTEM INC |
| SAIA INC |
| SAILPOINT INC |
| SCORPIO TANKERS INC |
| SEI INVESTMENTS |
| SERVICE CORP INTERNATIONAL |
| SIMPSON MANUFACTURING CO INC |
| SIRIUSXM HOLDINGS INC |
| SKYWORKS SOLUTIONS INC |
| SMITH (A.O.) CORP |
| SMITHFIELD FOODS INC |
| SNAP INC |
| SNAP-ON INC |
| SOLVENTUM CORP |
| SOUTHSTATE CORP |
| STAG INDUSTRIAL INC |
| STANLEY BLACK & DECKER |
| STARWOOD PROPERTY TRUST INC |
| STIFEL FINANCIAL CORP |
| SUMMIT THERAPEUTICS PLC |
| TALEN ENERGY ORD |
| TD SYNNEX CORP |
| TETRA TECH INC |
| TEXTRON INC |
| TOLL BROTHERS INC |
| TOPBUILD CORP |
| TORO CO |
| TRANSUNION |
| U-HAUL HOLDING CO |
| U-HAUL HOLDING CO NON-VOTING |
| UDR INC |
| UGI CORP |
| UL SOLUTIONS CL A ORD |
| UMB FINANCIAL CORP |
| UNITY SOFTWARE INC |
| UNIVERSAL HEALTH SVS.B |
| UNUM GROUP |
| UWM HOLDINGS CORP |
| VALMONT INDUSTRIES |
| VAXCYTE INC |
| VIASAT INC |
| VIATRIS INC |
| VIPER ENERGY INC-A |
| VIRTU FINANCIAL INC |
| VOYA FINANCIAL INC |
| WATTS WATER TECHNOLOGIES INC |
| WAYFAIR INC |
| WEBSTER FINANCIAL CORP |
| WESCO INTERNATIONAL INC |
| WESTERN ALLIANCE BANCORP |
| WESTLAKE CORP |
| WINTRUST FINANCIAL CORP |
| WP CAREY & CO LLC |
| WYNN RESORTS LTD |
| YUM CHINA HOLDINGS INC |
| ZEBRA TECHNOLOGIES CORP |
| ZIONS BANCORPORATION |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.