September 11, 2026
Announcement
| AFFIRM HOLDINGS INC |
| AIRBNB INC |
| ALLSTATE CORP |
| ANALOG DEVICES INC |
| ANGLOGOLD ASHANTI PLC |
| APA CORP |
| ARAMARK |
| ARCELORMITTAL-NY REGISTERED |
| ARCHER-DANIELS-MIDLAND CO |
| ARGENX SE - ADR |
| ARISTA NETWORKS INC |
| ASE INDUSTRIAL HLDG SPON ADR |
| ASML HOLDING NV-NY REG SHS |
| ATI INC |
| ATLASSIAN CORPORATION PLC |
| AUTOMATIC DATA PROCESSING |
| BAKER HUGHES CO |
| BANCO BILBAO VIZCAYA-SP ADR |
| BANCO SANTANDER SA-SPON ADR |
| BANCOLOMBIA S.A.-SPONS ADR |
| BANK OF NEW YORK MELLON CORP |
| BANK OF NOVA SCOTIA |
| BAXTER INTL. |
| BEST BUY CO INC |
| BHP GROUP LTD |
| BIOGEN INC |
| BLOCK INC |
| CANADIAN NATURAL RESOURCES |
| CARPENTER TECHNOLOGY |
| CASEYS GENERAL STORES INC |
| CATERPILLAR INC |
| CENOVUS ENERGY INC |
| CENTENE CORP |
| CF INDUSTRIES HOLDINGS INC |
| CHARLES RIVER LABORATORIES |
| CISCO SYSTEMS INC |
| CITIGROUP INC |
| COHERENT CORP |
| COMFORT SYSTEMS USA INC |
| CORNING INC |
| CORPAY INC |
| CREDICORP LTD |
| CROWDSTRIKE HOLDINGS INC |
| CSX CORP |
| DELTA AIR LINES |
| DEXCOM INC |
| DIAMONDBACK ENERGY INC |
| DOORDASH INC |
| DYNATRACE INC |
| ELI LILLY & CO |
| ENI SPA-SPONSORED ADR |
| ENTEGRIS INC |
| EQUINIX INC |
| EQUINOR ASA-SPON ADR |
| EVERPURE INC |
| EXPEDIA GROUP INC |
| EXPEDITORS INTL WASH INC |
| EXXON MOBIL CORP |
| F5 INC |
| FLEX LTD |
| FORTINET INC |
| FRANKLIN RESOURCES INC |
| FREEPORT-MCMORAN INC |
| GARMIN LTD |
| GE VERNOVA INC. |
| GEN DIGITAL INC |
| GENERAL MOTORS CO |
| GLOBAL PAYMENTS INC |
| GOLDMAN SACHS GROUP INC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HF SINCLAIR CORP |
| HOST HOTELS & RESORTS INC |
| HOWMET AEROSPACE INC |
| HP INC |
| HSBC HOLDINGS PLC-SPONS ADR |
| HUMANA INC |
| HUNT (JB) TRANSPRT SVCS INC |
| ICON PLC |
| ILLUMINA INC |
| IMPERIAL OIL LTD |
| INCYTE CORP |
| ING GROEP N.V.-SPONSORED ADR |
| INTEL CORP |
| INTERACTIVE BROKERS GROUP INC |
| INVESCO LTD |
| IQVIA HOLDINGS INC |
| IRON MTN INC |
| JABIL INC |
| JAMES HARDIE INDUSTRIES PLC ORD |
| JAZZ PHARMACEUTICALS PLC |
| JM SMUCKER CO/THE |
| JOHNSON & JOHNSON |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| KB FINANCIAL GROUP INC-ADR |
| KEYSIGHT TECHNOLOGIES INC |
| LABCORP HOLDINGS INC |
| LATTICE SEMICONDUCTOR CORP |
| MAGNA INTERNATIONAL INC |
| MARATHON PETROLEUM CORP |
| MARRIOTT INTERNATIONAL -CL A |
| MERCK & CO. INC. |
| METLIFE INC |
| MILLICOM INTERNATIONAL CELLULA |
| MITSUBISHI UFJ FINL GRP-ADR |
| MIZUHO FINANCIAL GROUP-ADR |
| MKS INSTRUMENTS INC |
| MONSTER BEVERAGE CORP |
| NATERA INC |
| NETAPP INC |
| NEWMONT CORP |
| NOKIA CORP-SPON ADR |
| NORTHERN TRUST CORP |
| NUCOR CORP |
| NUTANIX INC |
| NVENT ELECTRIC |
| OCCIDENTAL PETROLEUM CORP |
| OKTA INC |
| OLD DOMINION FREIGHT LINE INC |
| ORIX - SPONSORED ADR |
| OVINTIV INC |
| PALO ALTO NETWORKS INC |
| PAYCHEX INC |
| PENSKE AUTOMOTIVE GROUP INC |
| PERMIAN RESOURCES CORP |
| PETROLEO BRASILEIRO S.A.-ADR |
| PHILLIPS 66 |
| QNITY ELECTRONICS INC |
| QUANTA SERVICES INC |
| QUEST DIAGNOSTICS INC |
| RELIANCE STEEL & ALUMINUM |
| REVOLUTION MEDICINES INC |
| REVVITY INC |
| RIO TINTO PLC-SPON ADR |
| ROIVANT SCIENCES LTD |
| ROKU INC |
| ROSS STORES INC |
| ROYALTY PHARMA PLC- CL A |
| SAMSARA INC |
| SANDISK CORP |
| SCHLUMBERGER NV |
| SEI INVESTMENTS |
| SHARKNINJA INC |
| SHINHAN FINANCIAL GROUP LTD ADR |
| SK TELECOM CO LTD |
| STANLEY BLACK & DECKER |
| STATE STREET CORP |
| STEEL DYNAMICS INC |
| STERLING INFRASTRUCTURE INC |
| STMICROELECTRONICS NV-NY SHS |
| SUMITOMO MITSUI-SPONS ADR |
| SUNCOR ENERGY INC |
| TAIWAN SEMICONDUCTOR-SP ADR |
| TARGA RESOURCES CORP |
| TARGET CORP |
| TD SYNNEX CORP |
| TECHNIPFMC PLC |
| TECK RESOURCES LIMITED CLASS B |
| TENET HEALTHCARE CORP |
| TEVA PHARMACEUTICAL-SP ADR |
| TEXAS INSTRUMENTS INC |
| TORONTO-DOMINION BANK |
| TOTALENERGIES SE |
| TRAVELERS COS INC/THE |
| TWILIO INC |
| UBS GROUP AG |
| UNITED MICROELECTRONICS CORP ADR |
| UNITY SOFTWARE INC |
| US FOODS HOLDING CORP |
| VALERO ENERGY |
| VEEVA SYSTEMS INC |
| VERTIV HOLDINGS CO |
| VIATRIS INC |
| VIKING HOLDINGS LTD |
| VODAFONE GROUP PLC-SP ADR |
| WELLTOWER INC |
| WESCO INTERNATIONAL INC |
| WEST PHARMACEUTICAL SERVICES INC |
| WHEATON PRECIOUS METALS CORP |
| WOODSIDE ENERGY GROUP LTD |
| ZEBRA TECHNOLOGIES CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.