May 22, 2026
Announcement
| 3M COMPANY |
| ACUITY BRANDS INC |
| ADT INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| AECOM |
| AGCO CORP |
| AIR PRODUCTS & CHEMICALS INC |
| ALASKA AIR GROUP |
| ALBEMARLE CORP |
| AMCOR PLC |
| AMERICAN AIRLINES GROUP INC |
| AMETEK INC |
| ANTERO MIDSTREAM CORP |
| API GROUP CORP |
| APTARGROUP INC |
| APTIV PLC |
| ARCHER-DANIELS-MIDLAND CO |
| AVERY DENNISON CORP |
| AXALTA COATING SYSTEMS LTD |
| BAKER HUGHES CO |
| BALL CORP |
| BLOCK INC |
| BORGWARNER INC |
| Bunge Global SA |
| C H ROBINSON WORLDWIDE INC |
| CARLISLE COS INC |
| CARRIER GLOBAL CORP |
| CELANESE CORP |
| CF INDUSTRIES HOLDINGS INC |
| CHARLES RIVER LABORATORIES |
| CHENIERE ENERGY INC |
| CLEAN HARBORS INC |
| CNH INDUSTRIAL NV |
| CORTEVA INC |
| CROWN HOLDINGS INC |
| CSW INDUSTRIALS INC |
| CSX CORP |
| CUMMINS INC |
| DEERE & CO |
| DELTA AIR LINES |
| DONALDSON CO INC |
| DOVER CORP |
| DOW INC |
| DOWDUPONT INC |
| DT MIDSTREAM INC |
| EASTMAN CHEMICAL CO |
| EATON CORPORATION PLC |
| ECOLAB INC |
| ELEMENT SOLUTIONS INC |
| ENERSYS |
| ENPHASE ENERGY INC |
| ENTEGRIS INC |
| EQUIFAX INC |
| ESAB CORP |
| EXPEDITORS INTL WASH INC |
| FACTSET RESEARCH SYSTEMS INC |
| FAIR ISAAC CORP |
| FEDEX CORP |
| FISERV INC |
| FLOWSERVE CORP |
| FLUOR CORP |
| FORTUNE BRANDS INNOVATIONS INC |
| FRONTLINE PLC |
| FTI CONSULTING INC |
| GENERAC HOLDINGS INC |
| GENTEX CORP |
| GLOBAL PAYMENTS INC |
| GRACO |
| GXO LOGISTICS INC |
| HALLIBURTON CO |
| HUBBELL INC -CL B |
| HUNT (JB) TRANSPRT SVCS INC |
| ICON PLC |
| IDEX CORP |
| ILLINOIS TOOL WORKS |
| INGERSOLL-RAND INC |
| INSTALLED BUILDING PRODUCTS INC |
| INTERNATIONAL PAPER CO |
| JBT MAREL CORPORATION |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| KINDER MORGAN INC |
| KIRBY CORP |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC |
| LANDSTAR SYSTEM INC |
| LEAR CORP |
| LENNOX INTL |
| LINCOLN ELECTRIC HOLDINGS |
| LINDE PLC |
| LYFT INC |
| LYONDELLBASELL INDU-CL A |
| MASCO CORP |
| MIDDLEBY CORP |
| MKS INSTRUMENTS INC |
| MOHAWK INDS. |
| MOSAIC CO/THE |
| MSCI INC |
| MUELLER INDUSTRIES INC |
| NEWMARKET CORP |
| NOBLE CORP PLC |
| NORDSON CORP |
| NORFOLK SOUTHERN CORP |
| NOV INC |
| OKLO INC |
| OLD DOMINION FREIGHT LINE INC |
| OMNICOM GROUP |
| ONEOK INC |
| OTIS WORLDWIDE CORP |
| OWENS CORNING INC |
| PACCAR INC |
| PACK.CORP.OF AM. |
| PARKER HANNIFIN CORP |
| PAYPAL HOLDINGS INC. |
| PENTAIR PLC |
| PERFORMANCE FOOD GROUP CO |
| PILGRIMS PRIDE CORP |
| PPG INDUSTRIES INC |
| PRIMORIS SERVICES CORP |
| QUANTUMSCAPE CORP |
| RBC BEARINGS INC |
| REGAL REXNORD CORP |
| REPUBLIC SERVICES INC |
| ROCKWELL AUTOMATION INC |
| RPM INTERNATIONAL INC |
| RYDER SYSTEM INC |
| S&P GLOBAL INC |
| SAIA INC |
| SCHLUMBERGER NV |
| SHERWIN-WILLIAMS CO |
| SILGAN HOLDINGS INC |
| SIMPSON MANUFACTURING CO INC |
| SMITH (A.O.) CORP |
| SMURFIT WESTROCK PLC |
| SOLSTICE ADVANCED MATERIALS INC |
| SONOCO PRODUCTS CO |
| SOUTHWEST AIRLINES CO |
| TEREX CORP |
| TETRA TECH INC |
| TIMKEN CO |
| TOPBUILD CORP |
| TORO CO |
| TRANSUNION |
| UL SOLUTIONS CL A ORD |
| UNION PACIFIC CORP |
| UNITED AIRLINES HOLDINGS INC |
| UNITED PARCEL SERVICE-CL B |
| VALMONT INDUSTRIES |
| VERALTO CORP |
| VONTIER CORP |
| WARNER MUSIC GROUP CORP |
| WASTE MANAGEMENT INC |
| WATSCO INC |
| WATTS WATER TECHNOLOGIES INC |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| WESTLAKE CORP |
| WEX INC |
| WILLIAMS COS INC |
| XPO INC |
| XYLEM INC |
| ZURN ELKAY WATER SOLUTIONS CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.