May 1, 2026
Announcement
| 3M COMPANY |
| AAON INC |
| ABBOTT LABORATORIES |
| ACCENTURE PLC-CL A |
| ACUITY BRANDS INC |
| ADOBE INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| ADVANCED ENERGY INDUSTRIES INC |
| ADVANCED MICRO DEVICES |
| AECOM |
| AEROVIRONMENT INC |
| AES CORP |
| AFFILIATED MANAGERS |
| AFFIRM HOLDINGS INC |
| AGILENT TECHNOLOGIES INC |
| AIR PRODUCTS & CHEMICALS INC |
| AIRBNB INC |
| AKAMAI TECHNOLOGIES INC |
| ALBERTSONS COMPANIES INC |
| ALCOA CORP |
| ALIGN TECHNOLOGY INC |
| ALLEGION PLC |
| ALLISON TRANSMISSION HOLDING |
| ALLSTATE CORP |
| ALNYLAM PHARMACEUTICALS INC |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMER SPORTS INC |
| AMERICAN EXPRESS CO |
| AMERICAN HEALTHCARE REIT ORD |
| AMERICAN TOWER CORP |
| AMERICAN WATER WORKS CO INC |
| AMERIPRISE FINANCIAL INC |
| AMETEK INC |
| AMGEN INC |
| AMKOR TECHNOLOGY INC |
| AMPHENOL CORP NEW CL A |
| ANALOG DEVICES INC |
| ANGLOGOLD ASHANTI PLC |
| ANTERO MIDSTREAM CORP |
| AON PLC |
| API GROUP CORP |
| APOLLO GLOBAL MANAGEMENT INC |
| APPLE INC |
| APPLIED DIGITAL CORPORATION |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| APPLIED MATERIALS INC |
| APPLIED OPTOELECTRONICS INC |
| APTARGROUP INC |
| ARAMARK |
| ARES MANAGEMENT CORP |
| ARGAN INC |
| ARISTA NETWORKS INC |
| ARMSTRONG WORLD INDUSTRIES INC |
| ARROWHEAD PHARMACEUTICALS INC |
| ARTHUR J GALLAGHER & CO |
| ASSURANT INC |
| AST SPACEMOBILE INC |
| ASTERA LABS INC |
| ATI INC |
| ATLASSIAN CORPORATION PLC |
| AURA MINERALS INC |
| AURORA INNOVATION INC |
| AUTODESK INC |
| AUTOLIV INC |
| AUTOMATIC DATA PROCESSING |
| AUTONATION INC |
| AVERY DENNISON CORP |
| AXALTA COATING SYSTEMS LTD |
| AXON ENTERPRISE INC |
| AXSOME THERAPEUTICS INC |
| Applovin Corp |
| BAKER HUGHES CO |
| BALL CORP |
| BANK OF NEW YORK MELLON CORP |
| BENTLEY SYSTEMS INC |
| BEST BUY CO INC |
| BIO-TECHNE CORP |
| BIOMARIN PHARMACEUTICAL INC |
| BIRKENSTOCK HOLDING ORD |
| BJS WHOLESALE CLUB HOLDINGS |
| BLACKROCK INC |
| BLACKSTONE INC |
| BLOCK INC |
| BLOOM ENERGY CORP |
| BLUE OWL CAPITAL INC |
| BOEING CO/THE |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| BOSTON SCIENTIFIC CORP |
| BRIGHTSPRING HEALTH SERVICES ORD |
| BRISTOL-MYERS SQUIBB CO |
| BROADCOM INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| BROWN-FORMAN CORP-CLASS A |
| BROWN-FORMAN CORP-CLASS B |
| BURLINGTON STORES INC |
| BWX TECHNOLOGIES INC |
| C H ROBINSON WORLDWIDE INC |
| CACI INTERNATIONAL INC -CL A |
| CADENCE DESIGN SYSTEMS INC |
| CARETRUST REIT INC |
| CARLISLE COS INC |
| CARLYLE GROUP INC |
| CARNIVAL CORP |
| CARPENTER TECHNOLOGY |
| CARRIER GLOBAL CORP |
| CARVANA CO |
| CASEYS GENERAL STORES INC |
| CATERPILLAR INC |
| CAVA GROUP ORD |
| CBOE GLOBAL MARKETS INC |
| CBRE GROUP INC |
| CDW CORP/DE |
| CELSIUS HOLDINGS INC |
| CENCORA INC |
| CHART INDUSTRIES INC |
| CHENIERE ENERGY INC |
| CHEWY INC - CLASS A |
| CHIME FINANCIAL INC |
| CHIPOTLE MEXICAN GRILL INC |
| CHURCH & DWIGHT CO INC |
| CHURCHILL DOWNS INC |
| CIENA CORP |
| CINTAS CORP |
| CIRCLE INTERNET GROUP INC |
| CIRRUS LOGIC INC |
| CISCO SYSTEMS INC |
| CLEAN HARBORS INC |
| CLOROX COMPANY |
| CLOUDFLARE INC - CLASS A |
| CME GROUP INC |
| COCA-COLA CO/THE |
| COEUR MINING INC |
| COGNEX CORP |
| COHERENT CORP |
| COINBASE GLOBAL INC -CLASS A |
| COLGATE-PALMOLIVE CO |
| COMFORT SYSTEMS USA INC |
| CONSTELLATION BRANDS INC CL A |
| CONSTELLATION ENERGY CORPORATION |
| COPART INC |
| CORE & MAIN INC-CLASS A |
| COREWEAVE INC |
| CORNING INC |
| CORPAY INC |
| CORTEVA INC |
| COSTAR GROUP INC |
| COSTCO WHOLESALE CORP |
| COUPANG INC |
| CRANE COMPANY CO |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| CRH PLC |
| CROWDSTRIKE HOLDINGS INC |
| CROWN HOLDINGS INC |
| CSX CORP |
| CUBESMART |
| CUMMINS INC |
| CURTISS-WRIGHT CORP |
| DARDEN RESTAURANTS INC |
| DARLING INGREDIENTS INC |
| DATADOG INC |
| DECKERS OUTDOOR CORP |
| DEERE & CO |
| DELTA AIR LINES |
| DEXCOM INC |
| DICKS SPORTING GOODS INC |
| DIGITAL REALTY TRUST INC |
| DILLARDS INC-CL A |
| DOCUSIGN INC |
| DOLLAR GENERAL CORP |
| DOLLAR TREE |
| DONALDSON CO INC |
| DOORDASH INC |
| DOVER CORP |
| DRAFTKINGS INC |
| DT MIDSTREAM INC |
| DUTCH BROS CL A ORD |
| DYCOM INDUSTRIES INC |
| DYNATRACE INC |
| EAGLE MATERIALS INC |
| EASTGROUP PROPERTIES INC |
| EATON CORPORATION PLC |
| EBAY INC |
| ECHOSTAR CORP |
| ECOLAB INC |
| EDWARDS LIFESCIENCES CORP |
| ELECTRONIC ARTS INC |
| ELEMENT SOLUTIONS INC |
| ELI LILLY & CO |
| EMCOR GROUP INC |
| EMERSON ELECTRIC CO |
| ENCOMPASS HEALTH CORP |
| ENSIGN GROUP INC |
| ENTEGRIS INC |
| ENTERGY CORP |
| EQUIFAX INC |
| EQUINIX INC |
| EQUITY LIFESTYLE PROPERTIES |
| ERIE INDEMNITY CO |
| ESAB CORP |
| ESCO TECHNOLOGIES INC |
| ESSEX PROPERTY TRUST INC |
| ESTEE LAUDER COMPANIES INC |
| EVERCORE INC |
| EVERPURE INC |
| EXELIXIS INC |
| EXPEDIA GROUP INC |
| EXPEDITORS INTL WASH INC |
| F5 INC |
| FABRINET |
| FACTSET RESEARCH SYSTEMS INC |
| FASTENAL CO |
| FEDEX CORP |
| FERGUSON PLC |
| FIFTH THIRD BANCORP |
| FIGMA INC |
| FIGURE TECHNOLOGY SOLUTIONS INC |
| FIRST INDUSTRIAL REALTY TR |
| FIRST SOLAR INC |
| FIRSTCASH HOLDINGS INC |
| FIRSTENERGY |
| FIVE BELOW INC |
| FLEX LTD |
| FLOWSERVE CORP |
| FLUTTER ENTERTAINMENT PLC |
| FORGENT POWER SOLUTIONS INC. |
| FORMFACTOR INC |
| FORTINET INC |
| FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS LLC |
| FOX CORP CLASS A (NEW) |
| FOX CORP CLASS B (NEW) |
| FREEDOM HOLDING CORP/NV |
| FREEPORT-MCMORAN INC |
| GAMESTOP CORP |
| GAMING AND LEISURE PROPERTIES INC |
| GARMIN LTD |
| GARTNER INC |
| GE AEROSPACE |
| GE HEALTHCARE TECHNOLOGIES INC |
| GE VERNOVA LLC |
| GEN DIGITAL INC |
| GENERAC HOLDINGS INC |
| GENERAL DYNAMICS CORP |
| GENPACT LTD |
| GENUINE PARTS CO |
| GILEAD SCIENCES INC |
| GLOBALSTAR INC |
| GLOBUS MEDICAL INC |
| GODADDY INC |
| GOLDMAN SACHS GROUP INC |
| GRACO |
| GUIDEWIRE SOFTWARE INC |
| HALLIBURTON CO |
| HALOZYME THERAPEUTICS INC |
| HARTFORD FINANCIAL SERVICES GROUP INC |
| HASBRO INC |
| HEALTHEQUITY INC |
| HECLA MINING CO |
| HEICO CORP |
| HEICO CORP-CLASS A |
| HENRY SCHEIN INC |
| HERSHEY CO/THE |
| HESS MIDSTREAM PARTNERS LP |
| HOME DEPOT INC |
| HONEYWELL INTERNATIONAL INC |
| HOULIHAN LOKEY INC |
| HOWMET AEROSPACE INC |
| HUBBELL INC -CL B |
| HUBSPOT INC |
| HUNT (JB) TRANSPRT SVCS INC |
| HUNTINGTON INGALLS INDUSTRIES |
| IDEX CORP |
| IDEXX LABORATORIES INC |
| IES HOLDINGS INC |
| ILLINOIS TOOL WORKS |
| ILLUMINA INC |
| INCYTE CORP |
| INGERSOLL-RAND INC |
| INSMED INC |
| INSTALLED BUILDING PRODUCTS INC |
| INSULET CORP |
| INTERACTIVE BROKERS GROUP INC |
| INTERCONTINENTAL EXCHANGE INC |
| INTERDIGITAL INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| INTUIT INC |
| INTUITIVE SURGICAL INC |
| IONIS PHARMACEUTICALS INC |
| IONQ INC |
| IQVIA HOLDINGS INC |
| ITT INC |
| JABIL INC |
| JACK HENRY & ASSOCIATES INC |
| JACOBS SOLUTIONS INC |
| JAMES HARDIE INDUSTRIES PLC ORD |
| JAZZ PHARMACEUTICALS PLC |
| JOBY AVIATION INC |
| JOHNSON & JOHNSON |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| JPMORGAN CHASE & CO |
| KARMAN HOLDINGS INC |
| KENVUE INC |
| KEYSIGHT TECHNOLOGIES INC |
| KIMBERLY-CLARK CORP |
| KINSALE CAPITAL GROUP INC |
| KIRBY CORP |
| KKR & CO INC |
| KLA CORP |
| KLARNA GROUP ORD |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC |
| KROGER CO |
| KRYSTAL BIOTECH INC |
| L3HARRIS TECHNOLOGIES INC |
| LAM RESEARCH CORP |
| LAMAR ADVERTISING CO-A |
| LAS VEGAS SANDS CORP |
| LATTICE SEMICONDUCTOR CORP |
| LEIDOS HOLDINGS INC |
| LENNOX INTL |
| LEONARDO DRS INC |
| LINCOLN ELECTRIC HOLDINGS |
| LINDE PLC |
| LITTELFUSE INC |
| LIVE NATION ENTERTAINMENT IN |
| LOAR HOLDINGS ORD |
| LOCKHEED MARTIN CORP |
| LPL FINANCIAL HOLDINGS INC |
| LULULEMON ATHLETICA INC |
| LUMENTUM HOLDINGS INC |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC |
| MADRIGAL PHARMACEUTICALS INC |
| MANHATTAN ASSOCIATES INC |
| MAPLEBEAR ORD |
| MARATHON PETROLEUM CORP |
| MARKETAXESS HOLDINGS INC |
| MARSH & MCLENNAN COS |
| MARTIN MARIETTA MATERIALS |
| MARVELL TECHNOLOGY INC |
| MASIMO CORPORATION |
| MASTEC INC |
| MASTERCARD INC-CLASS A |
| MEDLINE INC |
| MEDPACE HOLDINGS INC |
| MERCADOLIBRE INC |
| MERCK & CO. INC. |
| META PLATFORMS INC |
| MGM RESORTS INTERNATIONAL |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MILLICOM INTERNATIONAL CELLULA |
| MKS INSTRUMENTS INC |
| MODINE MANUFACTURING CO |
| MONDELEZ INTERNATIONAL INC |
| MONGODB INC |
| MONOLITHIC POWER SYSTEMS INC |
| MONSTER BEVERAGE CORP |
| MOODYS CORP |
| MOOG INC-CLASS A |
| MORGAN STANLEY |
| MORNINGSTAR INC |
| MOTOROLA SOLUTIONS INC |
| MP MATERIALS CORP |
| MSA SAFETY INC |
| MUELLER INDUSTRIES INC |
| MURPHY USA INC |
| NASDAQ INC |
| NATERA INC |
| NETAPP INC |
| NETFLIX INC |
| NEUROCRINE BIOSCIENCES INC |
| NEW YORK TIMES CO/THE |
| NEWMARKET CORP |
| NEWMONT CORP |
| NEXTERA ENERGY INC |
| NEXTRACKER INC-CL A |
| NIKE INC |
| NORDSON CORP |
| NORFOLK SOUTHERN CORP |
| NORTHERN TRUST CORP |
| NORTHROP GRUMMAN CORP |
| NORWEGIAN CRUISE LINE HOLDINGS LTD |
| NRG ENERGY INC |
| NVENT ELECTRIC |
| NVIDIA CORP |
| NVR INC |
| NXP SEMICONDUCTOR NV |
| Nuvalent Inc |
| OKLO INC |
| OKTA INC |
| OLD DOMINION FREIGHT LINE INC |
| ON SEMICONDUCTOR CORPORATION |
| ONTO INNOVATION INC |
| ORACLE CORP |
| OSHKOSH CORP |
| PACCAR INC |
| PACK.CORP.OF AM. |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PARKER HANNIFIN CORP |
| PARSONS CORP |
| PAYCHEX INC |
| PAYCOM SOFTWARE INC |
| PAYPAL HOLDINGS INC. |
| PEGASYSTEMS INC |
| PENTAIR PLC |
| PENUMBRA INC |
| PEPSICO INC |
| PERFORMANCE FOOD GROUP CO |
| PINNACLE FINANCIAL PARTNERS |
| PLANET LABS PBC |
| POOL CORP |
| POWELL INDUSTRIES INC |
| PPG INDUSTRIES INC |
| PRIMERICA INC |
| PRIMO BRANDS CORPORATION |
| PRIMORIS SERVICES CORP |
| PROCORE TECHNOLOGIES INC |
| PROCTER & GAMBLE CO |
| PROGRESSIVE CORP |
| PTC INC |
| PUBLIC SERVICE ENTERPRISE GROUP ORD |
| PUBLIC STORAGE |
| Praxis Precision Medicines Inc |
| QNITY ELECTRONICS INC |
| QORVO INC |
| QUALCOMM INC |
| QUANTA SERVICES INC |
| QUEST DIAGNOSTICS INC |
| RALPH LAUREN CORP |
| RAMBUS INC |
| RAYMOND JAMES FINL. |
| RBC BEARINGS INC |
| REDDIT INC |
| REGENERON PHARMACEUTICALS |
| REPLIGEN CORP |
| REPUBLIC SERVICES INC |
| RESMED INC |
| REVOLUTION MEDICINES INC |
| RIVIAN AUTOMOTIVE INC |
| ROBINHOOD MARKETS INC - A |
| ROBLOX CORP |
| ROCKET LAB CORPORATION |
| ROCKWELL AUTOMATION INC |
| ROIVANT SCIENCES LTD |
| ROKU INC |
| ROLLINS INC |
| ROSS STORES INC |
| ROYAL CARIBBEAN CRUISES LTD |
| ROYAL GOLD INC |
| ROYALTY PHARMA PLC- CL A |
| RPM INTERNATIONAL INC |
| RTX CORPORATION |
| RYAN SPECIALTY HOLDINGS INC |
| RYDER SYSTEM INC |
| S&P GLOBAL INC |
| SAIA INC |
| SALESFORCE INC |
| SAMSARA INC |
| SANDISK CORP |
| SANMINA CORP |
| SCHLUMBERGER NV |
| SCHWAB (CHARLES) CORP |
| SEI INVESTMENTS |
| SEMTECH CORP |
| SERVICE CORP INTERNATIONAL |
| SERVICENOW INC |
| SHARKNINJA INC |
| SHERWIN-WILLIAMS CO |
| SIMON PROPERTY GROUP INC |
| SIMPSON MANUFACTURING CO INC |
| SITIME CORP |
| SMITH (A.O.) CORP |
| SNAP INC |
| SNAP-ON INC |
| SNOWFLAKE INC |
| SOFI TECHNOLOGIES INC |
| SOLSTICE ADVANCED MATERIALS INC |
| SOMNIGROUP INTERNATIONAL INC |
| SOUTHERN COMPANY THE |
| SOUTHERN COPPER CORP |
| SOUTHWEST AIRLINES CO |
| SPOTIFY TECHNOLOGY SA |
| SPROUTS FARMERS MARKET INC |
| SPX TECHNOLOGIES INC |
| SS&C TECHNOLOGIES HOLDINGS INC |
| STANDARDAERO ORD |
| STEEL DYNAMICS INC |
| STERIS PLC |
| STERLING INFRASTRUCTURE INC |
| STIFEL FINANCIAL CORP |
| STRYKER CORP |
| SUMMIT THERAPEUTICS PLC |
| SUNBELT RENTAL HOLDINGS INC |
| SUPER MICRO COMPUTER INC |
| SYMBOTIC INC |
| SYNOPSYS INC |
| SYSCO CORP |
| T-MOBILE US INC |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
| TALEN ENERGY ORD |
| TAPESTRY INC |
| TARGA RESOURCES CORP |
| TARGET CORP |
| TE CONNECTIVITY LTD |
| TECHNIPFMC PLC |
| TELEDYNE TECHNOLOGIES INC |
| TEMPUS AI INC |
| TENET HEALTHCARE CORP |
| TERADYNE INC |
| TERAWULF INC |
| TESLA INC |
| TETRA TECH INC |
| TEXAS INSTRUMENTS INC |
| TEXAS PACIFIC LAND TRUST |
| TEXAS ROADHOUSE INC |
| THERMO FISHER SCIENTIFIC INC |
| TJX COMPANIES INC |
| TKO GROUP HOLDINGS INC |
| TOAST INC-CLASS A |
| TOPBUILD CORP |
| TORO CO |
| TPG INC |
| TRACTOR SUPPLY COMPANY |
| TRADE DESK INC/THE -CLASS A |
| TRADEWEB MARKETS INC |
| TRANE TECHNOLOGIES PLC |
| TRANSUNION |
| TRIMBLE INC |
| TTM TECHNOLOGIES INC |
| TWILIO INC |
| TYLER TECHNOLOGIES INC |
| UBER TECHNOLOGIES INC |
| UBIQUITI INC |
| UDR INC |
| UL SOLUTIONS CL A ORD |
| ULTA BEAUTY INC |
| UNION PACIFIC CORP |
| UNITED AIRLINES HOLDINGS INC |
| UNITED PARCEL SERVICE-CL B |
| UNITED RENTALS INC |
| UNITED THERAPEUTICS CORP |
| UNITEDHEALTH GROUP INC |
| UNITY SOFTWARE INC |
| US FOODS HOLDING CORP |
| UWM HOLDINGS CORP |
| VALMONT INDUSTRIES |
| VEEVA SYSTEMS INC |
| VENTAS INC |
| VERALTO CORP |
| VERISK ANALYTICS INC |
| VERTEX PHARMACEUTICALS INC |
| VERTIV HOLDINGS CO |
| VIAVI SOLUTIONS INC |
| VICOR CORP |
| VIKING HOLDINGS LTD |
| VIRTU FINANCIAL INC |
| VISA INC-CLASS A SHARES |
| VISTRA CORP |
| VULCAN MATERIALS CO |
| WALMART INC |
| WARNER MUSIC GROUP CORP |
| WASTE MANAGEMENT INC |
| WATERS CORP |
| WATSCO INC |
| WATTS WATER TECHNOLOGIES INC |
| WEC ENERGY GROUP INC |
| WELLTOWER INC |
| WESCO INTERNATIONAL INC |
| WEST PHARMACEUTICAL SERVICES INC |
| WESTERN DIGITAL CORP |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| WILLIAMS COS INC |
| WILLIAMS-SONOMA INC |
| WILLIS TOWERS WATSON PLC |
| WOODWARD INC |
| WORKDAY INC |
| WW GRAINGER INC |
| XPO INC |
| XYLEM INC |
| YUM CHINA HOLDINGS INC |
| ZEBRA TECHNOLOGIES CORP |
| ZILLOW GROUP INC - A CLASS |
| ZILLOW GROUP INC - C CLASS |
| ZOETIS INC |
| ZOOM VIDEO COMMUNICATIONS INC |
| ZSCALER INC |
| ZURN ELKAY WATER SOLUTIONS CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.