May 1, 2026
Announcement
| ADVANCED MICRO DEVICES |
| AERCAP HOLDINGS NV |
| ALNYLAM PHARMACEUTICALS INC |
| ALPHABET INC-CL A |
| AMER SPORTS INC |
| AMPHENOL CORP NEW CL A |
| ANALOG DEVICES INC |
| ANGLOGOLD ASHANTI PLC |
| APPLIED MATERIALS INC |
| ARCHER-DANIELS-MIDLAND CO |
| ARISTA NETWORKS INC |
| AST SPACEMOBILE INC |
| ASTERA LABS INC |
| Applovin Corp |
| BAKER HUGHES CO |
| BANK OF NEW YORK MELLON CORP |
| BIOGEN INC |
| BLOOM ENERGY CORP |
| BOEING CO/THE |
| BROADCOM INC |
| Bunge Global SA |
| CARDINAL HEALTH INC |
| CARNIVAL CORP |
| CARVANA CO |
| CASEYS GENERAL STORES INC |
| CATERPILLAR INC |
| CBOE GLOBAL MARKETS INC |
| CENCORA INC |
| CIENA CORP |
| CITIGROUP INC |
| CITIZENS FINANCIAL GROUP INC |
| CLOUDFLARE INC - CLASS A |
| COHERENT CORP |
| COMFORT SYSTEMS USA INC |
| CONSTELLATION ENERGY CORPORATION |
| COREWEAVE INC |
| CORNING INC |
| CORTEVA INC |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| CSX CORP |
| CUMMINS INC |
| CURTISS-WRIGHT CORP |
| DEERE & CO |
| DELL TECHNOLOGIES INC - C |
| DEVON ENERGY CORPORATION |
| DOLLAR GENERAL CORP |
| DOLLAR TREE |
| DOWDUPONT INC |
| EBAY INC |
| ECHOSTAR CORP |
| ELECTRONIC ARTS INC |
| EMCOR GROUP INC |
| ENTEGRIS INC |
| ESTEE LAUDER COMPANIES INC |
| EVERPURE INC |
| EXPEDIA GROUP INC |
| EXXON MOBIL CORP |
| FABRINET |
| FEDEX CORP |
| FIRST SOLAR INC |
| FLEX LTD |
| FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS LLC |
| FREEPORT-MCMORAN INC |
| GE AEROSPACE |
| GE VERNOVA LLC |
| GENERAL MOTORS CO |
| GILEAD SCIENCES INC |
| GOLDMAN SACHS GROUP INC |
| HALLIBURTON CO |
| HCA HEALTHCARE INC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HILTON WORLDWIDE HOLDINGS INC |
| HOWMET AEROSPACE INC |
| HUNT (JB) TRANSPRT SVCS INC |
| IDEXX LABORATORIES INC |
| ILLUMINA INC |
| INCYTE CORP |
| INSMED INC |
| INTEL CORP |
| INTERACTIVE BROKERS GROUP INC |
| JABIL INC |
| JOHNSON & JOHNSON |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| KEYSIGHT TECHNOLOGIES INC |
| KLA CORP |
| L3HARRIS TECHNOLOGIES INC |
| LAM RESEARCH CORP |
| LAS VEGAS SANDS CORP |
| LOCKHEED MARTIN CORP |
| LUMENTUM HOLDINGS INC |
| MARATHON PETROLEUM CORP |
| MARRIOTT INTERNATIONAL -CL A |
| MARVELL TECHNOLOGY INC |
| MASTEC INC |
| MCKESSON CORP |
| MERCK & CO. INC. |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MONGODB INC |
| MONOLITHIC POWER SYSTEMS INC |
| MORGAN STANLEY |
| NATERA INC |
| NEWMONT CORP |
| NORTHERN TRUST CORP |
| NORTHROP GRUMMAN CORP |
| NRG ENERGY INC |
| NUCOR CORP |
| NVIDIA CORP |
| ON SEMICONDUCTOR CORPORATION |
| PALANTIR TECHNOLOGIES INC |
| PARKER HANNIFIN CORP |
| PHILLIPS 66 |
| QUANTA SERVICES INC |
| RALPH LAUREN CORP |
| ROBINHOOD MARKETS INC - A |
| ROCKET LAB CORPORATION |
| ROCKWELL AUTOMATION INC |
| ROSS STORES INC |
| ROYAL CARIBBEAN CRUISES LTD |
| ROYAL GOLD INC |
| ROYALTY PHARMA PLC- CL A |
| RTX CORPORATION |
| SANDISK CORP |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SOFI TECHNOLOGIES INC |
| SOUTHERN COPPER CORP |
| SOUTHWEST AIRLINES CO |
| STATE STREET CORP |
| STEEL DYNAMICS INC |
| SYMBOTIC INC |
| SYNCHRONY FINANCIAL |
| TAPESTRY INC |
| TE CONNECTIVITY LTD |
| TECHNIPFMC PLC |
| TERADYNE INC |
| TESLA INC |
| TKO GROUP HOLDINGS INC |
| UBIQUITI INC |
| ULTA BEAUTY INC |
| UNITED AIRLINES HOLDINGS INC |
| UNITED THERAPEUTICS CORP |
| VALERO ENERGY |
| VERTIV HOLDINGS CO |
| VIKING HOLDINGS LTD |
| VISTRA CORP |
| WALMART INC |
| WARNER BROS DISCOVERY INC |
| WELLTOWER INC |
| WESTERN DIGITAL CORP |
| WOODWARD INC |
| XPO INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.