May 22, 2026
Announcement
| AAON INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| ALLISON TRANSMISSION HOLDING |
| AMETEK INC |
| ANTERO MIDSTREAM CORP |
| API GROUP CORP |
| APPLIED MATERIALS INC |
| ARGAN INC |
| ARMSTRONG WORLD INDUSTRIES INC |
| BLOCK INC |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| CARLISLE COS INC |
| CASELLA WASTE SYSTEMS INC |
| CATERPILLAR INC |
| CINTAS CORP |
| COMFORT SYSTEMS USA INC |
| CORPAY INC |
| CSW INDUSTRIALS INC |
| CUMMINS INC |
| DONALDSON CO INC |
| DOORDASH INC |
| DYCOM INDUSTRIES INC |
| EATON CORPORATION PLC |
| ECOLAB INC |
| ELEMENT SOLUTIONS INC |
| EMCOR GROUP INC |
| ENERSYS |
| ENTEGRIS INC |
| EQUIFAX INC |
| EVERUS CONSTRUCTION GROUP INC |
| FAIR ISAAC CORP |
| FLOWSERVE CORP |
| FORGENT POWER SOLUTIONS INC. |
| GE VERNOVA LLC |
| GENERAC HOLDINGS INC |
| HUBBELL INC -CL B |
| IES HOLDINGS INC |
| ILLINOIS TOOL WORKS |
| INSTALLED BUILDING PRODUCTS INC |
| ITT INC |
| JABIL INC |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| LAM RESEARCH CORP |
| LENNOX INTL |
| LINCOLN ELECTRIC HOLDINGS |
| LINDE PLC |
| LUMENTUM HOLDINGS INC |
| LYFT INC |
| MAPLEBEAR ORD |
| MASTEC INC |
| MEDPACE HOLDINGS INC |
| MKS INSTRUMENTS INC |
| MODINE MANUFACTURING CO |
| MOODYS CORP |
| MORNINGSTAR INC |
| MSCI INC |
| OTIS WORLDWIDE CORP |
| PARKER HANNIFIN CORP |
| PERFORMANCE FOOD GROUP CO |
| POWELL INDUSTRIES INC |
| PRIMORIS SERVICES CORP |
| QUANTA SERVICES INC |
| RBC BEARINGS INC |
| REPUBLIC SERVICES INC |
| ROCKWELL AUTOMATION INC |
| ROLLINS INC |
| S&P GLOBAL INC |
| SHERWIN-WILLIAMS CO |
| SOLSTICE ADVANCED MATERIALS INC |
| SOUTHWEST AIRLINES CO |
| SPX TECHNOLOGIES INC |
| STANDARDAERO ORD |
| STERLING INFRASTRUCTURE INC |
| SYMBOTIC INC |
| TECHNIPFMC PLC |
| TEREX CORP |
| TETRA TECH INC |
| TOPBUILD CORP |
| TRANE TECHNOLOGIES PLC |
| TRANSUNION |
| UBER TECHNOLOGIES INC |
| UL SOLUTIONS CL A ORD |
| UNION PACIFIC CORP |
| VALMONT INDUSTRIES |
| VERALTO CORP |
| WARNER MUSIC GROUP CORP |
| WASTE MANAGEMENT INC |
| WATTS WATER TECHNOLOGIES INC |
| WEATHERFORD INTERNATIONAL PLC |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| WEX INC |
| WILLIAMS COS INC |
| WOODWARD INC |
| XPO INC |
| ZURN ELKAY WATER SOLUTIONS CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.