June 5, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMDOCS LTD |
| AMEREN CORP |
| AMETEK INC |
| ANALOG DEVICES INC |
| ANGLOGOLD ASHANTI PLC |
| APPLE INC |
| ARCHER-DANIELS-MIDLAND CO |
| ARISTA NETWORKS INC |
| AUTODESK INC |
| BIOGEN INC |
| BLOCK INC |
| BROADCOM INC |
| CADENCE DESIGN SYSTEMS INC |
| CARVANA CO |
| CBOE GLOBAL MARKETS INC |
| CENTENE CORP |
| CIENA CORP |
| CINCINNATI FINANCIAL CORP |
| CITIZENS FINANCIAL GROUP INC |
| CLOUDFLARE INC - CLASS A |
| COMFORT SYSTEMS USA INC |
| CORPAY INC |
| COUPANG INC |
| CUMMINS INC |
| DATADOG INC |
| DIAMONDBACK ENERGY INC |
| DOVER CORP |
| DOWDUPONT INC |
| EBAY INC |
| EDISON INTERNATIONAL |
| EMERSON ELECTRIC CO |
| EQUITY RESIDENTIAL |
| ESSEX PROPERTY TRUST INC |
| EVERSOURCE ENERGY |
| EXTRA SPACE STORAGE INC |
| FAIR ISAAC CORP |
| FORTINET INC |
| FORTIVE CORP |
| GARMIN LTD |
| GENERAL MOTORS CO |
| GLOBAL PAYMENTS INC |
| GLOBALFOUNDRIES INC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HOWMET AEROSPACE INC |
| IDEXX LABORATORIES INC |
| INTEL CORP |
| INTERACTIVE BROKERS GROUP INC |
| IRON MTN INC |
| KEYSIGHT TECHNOLOGIES INC |
| KLA CORP |
| LABCORP HOLDINGS INC |
| LAM RESEARCH CORP |
| LAS VEGAS SANDS CORP |
| LEIDOS HOLDINGS INC |
| LOEWS CORP |
| M & T BANK CORP |
| MARKEL GROUP INC |
| MARRIOTT INTERNATIONAL -CL A |
| MEDLINE INC |
| METTLER-TOLEDO INTL |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MONOLITHIC POWER SYSTEMS INC |
| NASDAQ INC |
| NETAPP INC |
| NORTHERN TRUST CORP |
| NUCOR CORP |
| NVIDIA CORP |
| NVR INC |
| NXP SEMICONDUCTOR NV |
| ONEOK INC |
| PACK.CORP.OF AM. |
| PPG INDUSTRIES INC |
| PRINCIPAL FINANCIAL GROUP INC |
| PULTE GROUP INC |
| QNITY ELECTRONICS INC |
| QUEST DIAGNOSTICS INC |
| RAYMOND JAMES FINL. |
| RESMED INC |
| ROBLOX CORP |
| ROCKWELL AUTOMATION INC |
| ROLLINS INC |
| ROYALTY PHARMA PLC- CL A |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SNAP-ON INC |
| SOUTHERN COPPER CORP |
| SPOTIFY TECHNOLOGY SA |
| SS&C TECHNOLOGIES HOLDINGS INC |
| STATE STREET CORP |
| STERIS PLC |
| T ROWE PRICE GROUP INC |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
| TARGA RESOURCES CORP |
| TERADYNE INC |
| TYSON FOODS INC |
| UBIQUITI INC |
| VERISIGN INC |
| WEST PHARMACEUTICAL SERVICES INC |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP |
| YUM! BRANDS |
| ZOOM VIDEO COMMUNICATIONS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.