September 10, 2026
Announcement
| AAON INC |
| ACUITY BRANDS INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| ADVANCED ENERGY INDUSTRIES INC |
| AECOM |
| AFFILIATED MANAGERS |
| AGCO CORP |
| AGNC INVESTMENT CORP |
| AKAMAI TECHNOLOGIES INC |
| ALBEMARLE CORP |
| ALCOA CORP |
| ALEXANDRIA REAL ESTATE EQUITIES INC |
| ALKERMES PLC |
| ALLY FINANCIAL INC |
| AMERICAN AIRLINES GROUP INC |
| AMERICAN FINANCIAL GROUP INC |
| AMERICAN HOMES 4 RENT |
| AMKOR TECHNOLOGY INC |
| ANNALY CAPITAL MANAGEMENT INC |
| ANTERO MIDSTREAM CORP |
| API GROUP CORP |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| APTIV PLC |
| ARAMARK |
| ARMSTRONG WORLD INDUSTRIES INC |
| ARROW ELECTRONICS INC |
| ARROWHEAD PHARMACEUTICALS INC |
| ASSURANT INC |
| AURORA INNOVATION INC |
| AUTOLIV INC |
| AVERY DENNISON CORP |
| AXALTA COATING SYSTEMS LTD |
| AXIS CAPITAL HOLDINGS LTD |
| AXSOME THERAPEUTICS INC |
| BALL CORP |
| BAXTER INTL. |
| BENTLEY SYSTEMS INC |
| BEST BUY CO INC |
| BIO-RAD LABORATORIES INC |
| BIO-TECHNE CORP |
| BIOMARIN PHARMACEUTICAL INC |
| BJS WHOLESALE CLUB HOLDINGS |
| BORGWARNER INC |
| BOSTON PROPERTIES INC |
| BRIDGEBIO PHARMA INC |
| BRIGHTSPRING HEALTH SERVICES ORD |
| BRIXMOR PROPERTY GROUP INC |
| BROOKFIELD RENEWABLE CORP |
| BUILDERS FIRSTSOURCE INC |
| BURLINGTON STORES INC |
| C H ROBINSON WORLDWIDE INC |
| CAMDEN PROPERTY TRUST |
| CARETRUST REIT INC |
| CARLISLE COS INC |
| CARMAX INC |
| CAVA GROUP ORD |
| CHARLES RIVER LABORATORIES |
| CIRRUS LOGIC INC |
| CLEAN HARBORS INC |
| CLEARWAY ENERGY INC CLASS C |
| CLOROX COMPANY |
| CNA FINANCIAL CORP (IL) |
| COEUR MINING INC |
| COGNEX CORP |
| COLUMBIA BANKING SYSTEM INC |
| COMMERCIAL METALS CO |
| CONAGRA BRANDS INC |
| COOPER COMPANIES INC |
| COPT DEFENSE PROPERTIES |
| COREBRIDGE FINANCIAL INC |
| CRANE COMPANY CO |
| CROWN HOLDINGS INC |
| CUBESMART |
| CYTOKINETICS INC |
| DARLING INGREDIENTS INC |
| DAVITA INC |
| DICKS SPORTING GOODS INC |
| DIGITALOCEAN HOLDINGS INC |
| DOCUSIGN INC |
| DOMINOS PIZZA INC |
| DONALDSON CO INC |
| DT MIDSTREAM INC |
| DUTCH BROS CL A ORD |
| DYCOM INDUSTRIES INC |
| DYNATRACE INC |
| EAST WEST BANCORP INC |
| ELANCO ANIMAL HEALTH INC |
| ELEMENT SOLUTIONS INC |
| ENCOMPASS HEALTH CORP |
| EQUITABLE HOLDINGS INC |
| EQUITY LIFESTYLE PROPERTIES |
| ESCO TECHNOLOGIES INC |
| ESSENTIAL UTILITIES INC |
| EVERCORE INC |
| EXELIXIS INC |
| FACTSET RESEARCH SYSTEMS INC |
| FEDERAL REALTY INVS TRUST |
| FIRST HORIZON CORP |
| FIVE BELOW INC |
| FLOWSERVE CORP |
| FORMFACTOR INC |
| FRANKLIN RESOURCES INC |
| FREEDOM HOLDING CORP/NV |
| GALAXY DIGITAL INC |
| GAP INC/THE |
| GARTNER INC |
| GEN DIGITAL INC |
| GLAUKOS CORP |
| GLOBE LIFE INC |
| GODADDY INC |
| GRACO |
| GUARDANT HEALTH INC |
| GUIDEWIRE SOFTWARE INC |
| HALOZYME THERAPEUTICS INC |
| HASBRO INC |
| HEALTHCARE REALTY TRUST INC |
| HEALTHPEAK PROPERTIES INC |
| HECLA MINING CO |
| HENRY SCHEIN INC |
| HF SINCLAIR CORP |
| HIMS & HERS HEALTH INC |
| HORMEL FOODS CORP |
| HOST HOTELS & RESORTS INC |
| HOULIHAN LOKEY INC |
| HUBSPOT INC |
| IDEX CORP |
| IES HOLDINGS INC |
| INSULET CORP |
| INTERDIGITAL INC |
| ITT INC |
| JACK HENRY & ASSOCIATES INC |
| JACKSON FINANCIAL INC |
| JAMES HARDIE INDUSTRIES PLC ORD |
| JAZZ PHARMACEUTICALS PLC |
| JBT MAREL CORPORATION |
| JFROG LTD |
| JM SMUCKER CO/THE |
| JOBY AVIATION INC |
| JONES LANG LASALLE INC |
| KIMCO REALTY CORP |
| KINSALE CAPITAL GROUP INC |
| KIRBY CORP |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC |
| KRYSTAL BIOTECH INC |
| KYMERA THERAPEUTICS INC |
| LATTICE SEMICONDUCTOR CORP |
| LEVI STRAUSS & CO CLASS A |
| LIFE TIME GROUP HOLDINGS INC |
| LITHIA MOTORS INC-CL A |
| LITTELFUSE INC |
| LUMEN TECHNOLOGIES INC |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC |
| MADRIGAL PHARMACEUTICALS INC |
| MANHATTAN ASSOCIATES INC |
| MASCO CORP |
| MCCORMICK & CO-NON VTG SHRS |
| MEDPACE HOLDINGS INC |
| MILLICOM INTERNATIONAL CELLULA |
| MOHAWK INDS. |
| MOLINA HEALTHCARE INC |
| MOSAIC CO/THE |
| NEUROCRINE BIOSCIENCES INC |
| NEW YORK TIMES CO/THE |
| NEWMARKET CORP |
| NEWS CORP |
| NEWS CORP/NEW-CL A-W/I |
| NEXTRACKER INC-CL A |
| NORDSON CORP |
| NORWEGIAN CRUISE LINE HOLDINGS LTD |
| NUTANIX INC |
| OLD NATIONAL BANCORP/IN |
| OLD REPUBLIC INTL CORP |
| OMEGA HEALTHCARE INVESTORS INC |
| ONEMAIN HOLDINGS INC |
| ONTO INNOVATION INC |
| OWENS CORNING INC |
| PARAMOUNT SKYDANCE CORP CLASS B |
| PAYCOM SOFTWARE INC |
| PENTAIR PLC |
| PENUMBRA INC |
| PINTEREST INC |
| POOL CORP |
| POPULAR INC |
| POWELL INDUSTRIES INC |
| PRIMERICA INC |
| PRIMO BRANDS CORPORATION |
| PROCORE TECHNOLOGIES INC |
| PROTAGONIST THERAPEUTICS INC |
| PTC INC |
| RAMBUS INC |
| REGENCY CENTERS CORP |
| REINSURANCE GROUP OF AMERICA |
| RENAISSANCERE HOLDINGS LTD |
| REPLIGEN CORP |
| REVVITY INC |
| REXFORD INDUSTRIAL REALTY IN |
| ROKU INC |
| RPM INTERNATIONAL INC |
| RYDER SYSTEM INC |
| SEI INVESTMENTS |
| SEMTECH CORP |
| SERVICE CORP INTERNATIONAL |
| SIMPSON MANUFACTURING CO INC |
| SIRIUSXM HOLDINGS INC |
| SKYWORKS SOLUTIONS INC |
| SMITHFIELD FOODS INC |
| SNAP INC |
| SOLVENTUM CORP |
| SPROUTS FARMERS MARKET INC |
| SPX TECHNOLOGIES INC |
| SPYRE THERAPEUTICS INC |
| STAG INDUSTRIAL INC |
| STANLEY BLACK & DECKER |
| STERLING INFRASTRUCTURE INC |
| STONEX GROUP INC |
| SUMMIT THERAPEUTICS PLC |
| TD SYNNEX CORP |
| TETRA TECH INC |
| TG THERAPEUTICS INC |
| THE CAMPBELLS COMPANY |
| TIMKEN CO |
| TORO CO |
| TRANSUNION |
| TRIMBLE INC |
| TYLER TECHNOLOGIES INC |
| UDR INC |
| UL SOLUTIONS CL A ORD |
| UNITY SOFTWARE INC |
| UNUM GROUP |
| US FOODS HOLDING CORP |
| VALMONT INDUSTRIES |
| VAXCYTE INC |
| VIATRIS INC |
| VIAVI SOLUTIONS INC |
| VOYA FINANCIAL INC |
| WATTS WATER TECHNOLOGIES INC |
| WESCO INTERNATIONAL INC |
| WINTRUST FINANCIAL CORP |
| WP CAREY & CO LLC |
| YUM CHINA HOLDINGS INC |
| ZEBRA TECHNOLOGIES CORP |
| ZILLOW GROUP INC - A CLASS |
| ZILLOW GROUP INC - C CLASS |
| ZIONS BANCORPORATION |
| ZURN ELKAY WATER SOLUTIONS CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.