May 21, 2026
Announcement
| AKAMAI TECHNOLOGIES INC |
| ALCOA CORP |
| ALLEGION PLC |
| ANTERO RESOURCES CORP |
| APA CORP |
| ASHLAND INC |
| ATI INC |
| BALCHEM CORP |
| BIO-TECHNE CORP |
| BROWN & BROWN INC |
| BURLINGTON STORES INC |
| CARPENTER TECHNOLOGY |
| CASEYS GENERAL STORES INC |
| CF INDUSTRIES HOLDINGS INC |
| CIENA CORP |
| CLOROX COMPANY |
| COMMERCIAL METALS CO |
| CONAGRA BRANDS INC |
| CURTISS-WRIGHT CORP |
| DARLING INGREDIENTS INC |
| DICKS SPORTING GOODS INC |
| DOW INC |
| ENCOMPASS HEALTH CORP |
| EQT CORP |
| ESSENTIAL UTILITIES INC |
| EVERGY INC |
| EXPAND ENERGY CORPORATION |
| FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS LLC |
| GODADDY INC |
| HASBRO INC |
| HF SINCLAIR CORP |
| HOST HOTELS & RESORTS INC |
| HUBBELL INC -CL B |
| IDACORP INC |
| IDEX CORP |
| ILLUMINA INC |
| INGREDION INC |
| INSULET CORP |
| INTL FLAVORS & FRAGRANCES |
| INVITATION HOMES INC |
| JABIL INC |
| JACOBS SOLUTIONS INC |
| JM SMUCKER CO/THE |
| JONES LANG LASALLE INC |
| KIMCO REALTY CORP |
| KNIFE RIVER CORP |
| LAMB WESTON HOLDING INC |
| LENNOX INTL |
| LIBERTY MEDIA CORP - LIBERTY FORMULA ONE C |
| LKQ CORP |
| LOUISIANA-PACIFIC CORP |
| LPL FINANCIAL HOLDINGS INC |
| MATTEL INC |
| MDU RES GROUP INC |
| MID-AMERICA APARTMENT COMM |
| MSA SAFETY INC |
| MURPHY OIL CORP |
| NATIONAL FUEL GAS COMPANY |
| NEW JERSEY RESOURCES CORP |
| NISOURCE INC |
| OGE ENERGY CORP |
| ONE GAS INC. |
| OSHKOSH CORP |
| OVINTIV INC |
| PERMIAN RESOURCES CORP |
| PINNACLE WEST CAPITAL CORP |
| PORTLAND GENERAL ELECTRIC CO |
| PTC INC |
| QIAGEN NV |
| RANGE RESOURCES CORP |
| RELIANCE STEEL & ALUMINUM |
| REVVITY INC |
| ROYAL GOLD INC |
| SENSIENT TECHNOLOGIES CORP |
| SERVICE CORP INTERNATIONAL |
| SMURFIT WESTROCK PLC |
| SOLVENTUM CORP |
| STEEL DYNAMICS INC |
| SUN COMMUNITIES INC |
| TAPESTRY INC |
| TAYLOR MORRISON HOME CORP-A |
| TD SYNNEX CORP |
| TECHNIPFMC PLC |
| TELEDYNE TECHNOLOGIES INC |
| TELEFLEX INC |
| TENET HEALTHCARE CORP |
| TEXTRON INC |
| THOR INDUSTRIES INC |
| TOLL BROTHERS INC |
| TREX CO INC |
| TRI POINTE HOMES INC |
| UNIVERSAL HEALTH SVS.B |
| US FOODS HOLDING CORP |
| VERALTO CORP |
| WESCO INTERNATIONAL INC |
| WEYERHAEUSER CO |
| WILLIAMS-SONOMA INC |
| WP CAREY & CO LLC |
| XPO INC |
| YUM CHINA HOLDINGS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.