May 27, 2026
Announcement
| ACCENTURE PLC-CL A |
| ACUITY BRANDS INC |
| ADOBE INC |
| ADVANCED ENERGY INDUSTRIES INC |
| ADVANCED MICRO DEVICES |
| AFFILIATED MANAGERS |
| ALBERTSONS COMPANIES INC |
| ALLISON TRANSMISSION HOLDING |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| ALTRIA GROUP INC |
| AMAZON.COM INC |
| AMDOCS LTD |
| AMPHENOL CORP NEW CL A |
| ANALOG DEVICES INC |
| APA CORP |
| API GROUP CORP |
| APPLE INC |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| APPLIED MATERIALS INC |
| ARROW ELECTRONICS INC |
| ATI INC |
| AUTODESK INC |
| AUTOLIV INC |
| AVNET INC |
| BERKSHIRE HATHAWAY INC-CL B |
| BEST BUY CO INC |
| BIOGEN INC |
| BOK FINANCIAL CORP |
| BOOKING HOLDINGS INC |
| BORGWARNER INC |
| BRISTOL-MYERS SQUIBB CO |
| BROADCOM INC |
| C H ROBINSON WORLDWIDE INC |
| CARLISLE COS INC |
| CATERPILLAR INC |
| CDW CORP/DE |
| CENTRAL BANCOMPANY INC. |
| CF INDUSTRIES HOLDINGS INC |
| CHORD ENERGY CORP |
| CIRRUS LOGIC INC |
| CISCO SYSTEMS INC |
| CITIGROUP INC |
| CITIZENS FINANCIAL GROUP INC |
| CNA FINANCIAL CORP (IL) |
| COCA-COLA CONSOLIDATED INC |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP |
| COLGATE-PALMOLIVE CO |
| COMCAST CORP-CLASS A |
| CORNING INC |
| CUMMINS INC |
| CURTISS-WRIGHT CORP |
| DAVITA INC |
| DECKERS OUTDOOR CORP |
| DELTA AIR LINES |
| DEVON ENERGY CORPORATION |
| DEXCOM INC |
| DILLARDS INC-CL A |
| DOCUSIGN INC |
| DOMINOS PIZZA INC |
| DONALDSON CO INC |
| ELECTRONIC ARTS INC |
| ELI LILLY & CO |
| EMCOR GROUP INC |
| ENERSYS |
| EOG RESOURCES INC |
| EXELIXIS INC |
| EXPEDIA GROUP INC |
| EXPEDITORS INTL WASH INC |
| F5 INC |
| FAIR ISAAC CORP |
| FASTENAL CO |
| FEDEX CORP |
| FERGUSON PLC |
| FIVE BELOW INC |
| FLOWSERVE CORP |
| FNB CORP/PA |
| FORTINET INC |
| FOX CORP CLASS B (NEW) |
| FRONTLINE PLC |
| GAMING AND LEISURE PROPERTIES INC |
| GARRETT MOTION INC |
| GARTNER INC |
| GILEAD SCIENCES INC |
| GLOBUS MEDICAL INC |
| GODADDY INC |
| GRACO |
| HALOZYME THERAPEUTICS INC |
| HASBRO INC |
| HCA HEALTHCARE INC |
| HOST HOTELS & RESORTS INC |
| HP INC |
| HUBBELL INC -CL B |
| HUNT (JB) TRANSPRT SVCS INC |
| IDEXX LABORATORIES INC |
| ILLINOIS TOOL WORKS |
| ILLUMINA INC |
| INCYTE CORP |
| INGRAM MICRO HOLDING ORD |
| INTERDIGITAL INC |
| INTUIT INC |
| JABIL INC |
| JACKSON FINANCIAL INC |
| JANUS HENDERSON GROUP PLC |
| JAZZ PHARMACEUTICALS PLC |
| JOHNSON & JOHNSON |
| JONES LANG LASALLE INC |
| JPMORGAN CHASE & CO |
| KEYSIGHT TECHNOLOGIES INC |
| KIRBY CORP |
| KLA CORP |
| KROGER CO |
| LAM RESEARCH CORP |
| LEAR CORP |
| LINCOLN ELECTRIC HOLDINGS |
| LITTELFUSE INC |
| LOWES COS INC |
| LULULEMON ATHLETICA INC |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC |
| MANHATTAN ASSOCIATES INC |
| MAPLEBEAR ORD |
| MASCO CORP |
| MASTEC INC |
| MASTERCARD INC-CLASS A |
| MATADOR RESOURCES CO |
| MATCH GROUP INC |
| MERCK & CO. INC. |
| META PLATFORMS INC |
| METTLER-TOLEDO INTL |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MILLICOM INTERNATIONAL CELLULA |
| MOOG INC-CLASS A |
| MUELLER INDUSTRIES INC |
| MURPHY USA INC |
| MYR GROUP INC/DELAWARE |
| NATIONAL FUEL GAS COMPANY |
| NETAPP INC |
| NEUROCRINE BIOSCIENCES INC |
| NEW YORK TIMES CO/THE |
| NEWMONT CORP |
| NUCOR CORP |
| NUTANIX INC |
| NVIDIA CORP |
| O REILLY AUTOMOTIVE INC |
| OLD DOMINION FREIGHT LINE INC |
| OLD NATIONAL BANCORP/IN |
| OSHKOSH CORP |
| OVINTIV INC |
| PAYCOM SOFTWARE INC |
| PERMIAN RESOURCES CORP |
| PINTEREST INC |
| PLEXUS CORP |
| POPULAR INC |
| PULTE GROUP INC |
| QUALCOMM INC |
| RALPH LAUREN CORP |
| RANGE RESOURCES CORP |
| REGENERON PHARMACEUTICALS |
| ROSS STORES INC |
| ROYALTY PHARMA PLC- CL A |
| RYDER SYSTEM INC |
| SENSATA TECHNOLOGIES HOLDING PLC |
| SHARKNINJA INC |
| SIMPSON MANUFACTURING CO INC |
| SM ENERGY CO |
| SMITH (A.O.) CORP |
| SMITHFIELD FOODS INC |
| SNAP-ON INC |
| SOUTHERN COPPER CORP |
| SOUTHWEST AIRLINES CO |
| STATE STREET CORP |
| SYNCHRONY FINANCIAL |
| TAPESTRY INC |
| TARGET CORP |
| TD SYNNEX CORP |
| TE CONNECTIVITY LTD |
| TECHNIPFMC PLC |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| TIMKEN CO |
| TJX COMPANIES INC |
| TORO CO |
| UL SOLUTIONS CL A ORD |
| ULTA BEAUTY INC |
| UNITED AIRLINES HOLDINGS INC |
| UNITED PARCEL SERVICE-CL B |
| UNITED THERAPEUTICS CORP |
| UNIVERSAL HEALTH SVS.B |
| URBAN OUTFITTERS INC |
| VALLEY NATIONAL BANCORP |
| VALMONT INDUSTRIES |
| VERISIGN INC |
| VERISK ANALYTICS INC |
| VERSANT MEDIA GROUP INC |
| VIATRIS INC |
| VICI PROPERTIES INC |
| WATTS WATER TECHNOLOGIES INC |
| WEBSTER FINANCIAL CORP |
| WESCO INTERNATIONAL INC |
| WILLIAMS-SONOMA INC |
| WW GRAINGER INC |
| YUM! BRANDS |
| ZOETIS INC |
| ZOOM VIDEO COMMUNICATIONS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.