May 28, 2026
Announcement
| ABBOTT LABORATORIES |
| ABBVIE INC |
| ADVANCED MICRO DEVICES |
| AECOM |
| AEROVIRONMENT INC |
| AES CORP |
| AFLAC INC |
| ALIGN TECHNOLOGY INC |
| ALNYLAM PHARMACEUTICALS INC |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMERICAN ELECTRIC POWER COMPANY INC |
| AMERICAN INTERNATIONAL GROUP INC |
| AMERICAN TOWER CORP |
| AMERICAN WATER WORKS CO INC |
| AMGEN INC |
| API GROUP CORP |
| APPLE INC |
| ARAMARK |
| ARCH CAPITAL GROUP LTD |
| ARROW ELECTRONICS INC |
| ASTERA LABS INC |
| AT&T |
| AURORA INNOVATION INC |
| AUTOZONE INC |
| AVALONBAY COMMUNITIES INC |
| BAKER HUGHES CO |
| BAXTER INTL. |
| BERKSHIRE HATHAWAY INC-CL B |
| BIOGEN INC |
| BLOOM ENERGY CORP |
| BORGWARNER INC |
| BRIGHTSPRING HEALTH SERVICES ORD |
| BROADCOM INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| BROWN & BROWN INC |
| BRUKER CORP |
| CARDINAL HEALTH INC |
| CARETRUST REIT INC |
| CARRIER GLOBAL CORP |
| CARVANA CO |
| CASEYS GENERAL STORES INC |
| CBOE GLOBAL MARKETS INC |
| CENCORA INC |
| CENTENE CORP |
| CENTERPOINT ENERGY INC |
| CF INDUSTRIES HOLDINGS INC |
| CHART INDUSTRIES INC |
| CHEVRON CORP |
| CHEWY INC - CLASS A |
| CHORD ENERGY CORP |
| CHUBB LTD |
| CINTAS CORP |
| CITIGROUP INC |
| CME GROUP INC |
| COCA-COLA CO/THE |
| COMPASS INC - CLASS A |
| CONSOLIDATED EDISON INC |
| CONSTELLATION ENERGY CORPORATION |
| CONSTRUCTION PARTNERS INC |
| COREWEAVE INC |
| COSTCO WHOLESALE CORP |
| CSX CORP |
| CVS HEALTH CORP |
| D R HORTON INC |
| DARDEN RESTAURANTS INC |
| DEXCOM INC |
| DIAMONDBACK ENERGY INC |
| DIGITAL REALTY TRUST INC |
| DILLARDS INC-CL A |
| DTE ENERGY CO |
| DUKE ENERGY CORP |
| ECOLAB INC |
| EDWARDS LIFESCIENCES CORP |
| ELECTRONIC ARTS INC |
| ELEVANCE HEALTH INC |
| ELI LILLY & CO |
| ENERSYS |
| ENSIGN GROUP INC |
| EQT CORP |
| EQUITY LIFESTYLE PROPERTIES |
| ESAB CORP |
| ESSENTIAL UTILITIES INC |
| ESTEE LAUDER COMPANIES INC |
| EVERUS CONSTRUCTION GROUP INC |
| EXTRA SPACE STORAGE INC |
| EXXON MOBIL CORP |
| FACTSET RESEARCH SYSTEMS INC |
| FAIR ISAAC CORP |
| FASTENAL CO |
| FEDERAL SIGNAL CORP |
| FERGUSON PLC |
| FIDELITY NATIONAL INFORMATION SERVICES INC |
| FORD MOTOR CO |
| FORTINET INC |
| FOX CORP CLASS A (NEW) |
| FREEPORT-MCMORAN INC |
| FTI CONSULTING INC |
| GARMIN LTD |
| GARTNER INC |
| GE HEALTHCARE TECHNOLOGIES INC |
| GE VERNOVA LLC |
| GENERAL MILLS INC |
| GENERAL MOTORS CO |
| GILEAD SCIENCES INC |
| GOLDMAN SACHS GROUP INC |
| GUARDANT HEALTH INC |
| GUIDEWIRE SOFTWARE INC |
| HALLIBURTON CO |
| HALOZYME THERAPEUTICS INC |
| HAMILTON LANE INC |
| HASBRO INC |
| HCA HEALTHCARE INC |
| HESS MIDSTREAM PARTNERS LP |
| HOULIHAN LOKEY INC |
| HOWMET AEROSPACE INC |
| HUMANA INC |
| HUNT (JB) TRANSPRT SVCS INC |
| IMMUNITYBIO INC |
| INGERSOLL-RAND INC |
| INGRAM MICRO HOLDING ORD |
| INSMED INC |
| INSULET CORP |
| INTEL CORP |
| INTERCONTINENTAL EXCHANGE INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| INVITATION HOMES INC |
| IONIS PHARMACEUTICALS INC |
| JACK HENRY & ASSOCIATES INC |
| JACKSON FINANCIAL INC |
| JEFFERIES FINANCIAL GROUP INC |
| JM SMUCKER CO/THE |
| JOHNSON & JOHNSON |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| JPMORGAN CHASE & CO |
| KARMAN HOLDINGS INC |
| KENVUE INC |
| KEURIG DR PEPPER INC |
| KINDER MORGAN INC |
| KINSALE CAPITAL GROUP INC |
| KLA CORP |
| KROGER CO |
| KRYSTAL BIOTECH INC |
| LAM RESEARCH CORP |
| LAS VEGAS SANDS CORP |
| LINDE PLC |
| LOAR HOLDINGS ORD |
| LOCKHEED MARTIN CORP |
| LOEWS CORP |
| LOWES COS INC |
| LPL FINANCIAL HOLDINGS INC |
| M & T BANK CORP |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC |
| MAPLEBEAR ORD |
| MARKETAXESS HOLDINGS INC |
| MASIMO CORPORATION |
| MASTERCARD INC-CLASS A |
| MCDONALDS CORP |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MONGODB INC |
| MONOLITHIC POWER SYSTEMS INC |
| MONSTER BEVERAGE CORP |
| MOOG INC-CLASS A |
| MORGAN STANLEY |
| MOTOROLA SOLUTIONS INC |
| MP MATERIALS CORP |
| MSCI INC |
| MURPHY USA INC |
| NATERA INC |
| NATIONAL FUEL GAS COMPANY |
| NETFLIX INC |
| NEWMONT CORP |
| NEXTERA ENERGY INC |
| NEXTRACKER INC-CL A |
| NORFOLK SOUTHERN CORP |
| NUTANIX INC |
| NVIDIA CORP |
| Nuvalent Inc |
| O REILLY AUTOMOTIVE INC |
| OLD DOMINION FREIGHT LINE INC |
| OLLIES BARGAIN OUTLET HOLDI |
| OMEGA HEALTHCARE INVESTORS INC |
| ONTO INNOVATION INC |
| ORMAT TECHNOLOGIES INC |
| OTIS WORLDWIDE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PHILIP MORRIS INTERNATIONAL |
| PRIMERICA INC |
| PROCTER & GAMBLE CO |
| PROTAGONIST THERAPEUTICS INC |
| PUBLIC STORAGE |
| Praxis Precision Medicines Inc |
| QORVO INC |
| QUALCOMM INC |
| QUEST DIAGNOSTICS INC |
| REGENERON PHARMACEUTICALS |
| RELIANCE STEEL & ALUMINUM |
| REPUBLIC SERVICES INC |
| RITHM CAPITAL CORP |
| RLI CORP |
| ROKU INC |
| ROLLINS INC |
| ROPER TECHNOLOGIES INC |
| ROSS STORES INC |
| RYAN SPECIALTY HOLDINGS INC |
| RYDER SYSTEM INC |
| SAMSARA INC |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SERVICENOW INC |
| SHIFT4 PAYMENTS INC |
| SILICON LABORATORIES INC |
| SMURFIT WESTROCK PLC |
| SOFI TECHNOLOGIES INC |
| SOUTHERN COMPANY THE |
| STATE STREET CORP |
| STERIS PLC |
| STIFEL FINANCIAL CORP |
| STRYKER CORP |
| SYMBOTIC INC |
| T-MOBILE US INC |
| TD SYNNEX CORP |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| TJX COMPANIES INC |
| TOLL BROTHERS INC |
| TRACTOR SUPPLY COMPANY |
| TRADEWEB MARKETS INC |
| TRUIST FINANCIAL CORP |
| TWILIO INC |
| UBER TECHNOLOGIES INC |
| UL SOLUTIONS CL A ORD |
| UNION PACIFIC CORP |
| UNITED RENTALS INC |
| UNITED THERAPEUTICS CORP |
| URBAN OUTFITTERS INC |
| VENTAS INC |
| VERIZON COMMUNICATIONS INC |
| VERTEX PHARMACEUTICALS INC |
| VIATRIS INC |
| VIKING HOLDINGS LTD |
| VULCAN MATERIALS CO |
| WALMART INC |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| WINTRUST FINANCIAL CORP |
| WW GRAINGER INC |
| YUM! BRANDS |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.