| LLY Eli Lilly & Co. | 3.75% | 18,460 | $14.4M | Add +16.9% |
| NVDA Nvidia Corp. | 3.61% | 15,319 | $13.8M | Add +3.0% |
| DECK Deckers Outdoor Corp. | 2.67% | 10,856 | $10.2M | Add +48.2% |
| BLDR Builders Firstsource Inc. | 2.61% | 47,950 | $10.0M | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 2.05% | 25,277 | $7.9M | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.89% | 56,435 | $7.2M | Reduce -5.6% |
| SMCI Super Micro Computer Inc. | 1.88% | 7,134 | $7.2M | Reduce -46.4% |
| ESAB Esab Corp. | 1.87% | 64,919 | $7.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.68% | 13,285 | $6.5M | Reduce -1.6% |
| MCK McKesson Corp. | 1.64% | 11,682 | $6.3M | Reduce -0.4% |
| PFGC Performance Food Group Co. | 1.56% | 80,013 | $6.0M | Add +0.4% |
| EME Emcor Group Inc. | 1.51% | 16,509 | $5.8M | Add +0.8% |
| AVGO Broadcom Inc. | 1.49% | 4,308 | $5.7M | Add +1.2% |
| EVR Evercore Inc. Class A | 1.46% | 29,141 | $5.6M | New |
| PWR Quanta Services Inc. | 1.36% | 20,025 | $5.2M | Reduce -2.9% |
| TDG Transdigm Group Inc. | 1.35% | 4,195 | $5.2M | Reduce -0.2% |
| FICO Fair Isaac Corp. | 1.34% | 4,118 | $5.1M | Reduce -0.2% |
| KLAC KLA Corp. | 1.21% | 6,622 | $4.6M | Add +1.0% |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 1.20% | 232,764 | $4.6M | Reduce -4.7% |
| AXON Axon Enterprise Inc. | 1.14% | 14,014 | $4.4M | Reduce -0.2% |
| BRBR Bellring Brands Inc. | 1.11% | 72,153 | $4.3M | Add +4.1% |
| EDU New Oriental Educatio-SP ADR | 1.10% | 48,731 | $4.2M | Reduce -4.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.09% | 16,706 | $4.2M | Add +0.9% |
| CELH Celsius Holdings Inc. | 1.08% | 49,931 | $4.1M | Add +1.0% |
| TT Trane Technologies PLC | 1.08% | 13,790 | $4.1M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 1.06% | 14,366 | $4.1M | Add +195.4% |
| UBS UBS Group AG-Reg | 1.03% | 128,274 | $3.9M | Reduce -6.8% |
| MEDP Medpace Holdings Inc. | 1.03% | 9,738 | $3.9M | Add +1.4% |
| TEX Terex Corp. | 1.03% | 61,123 | $3.9M | Reduce -4.3% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 1.01% | 327,493 | $3.9M | Reduce -5.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.00% | 3,777 | $3.8M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 9,040 | $3.8M | Reduce -0.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.98% | 365,916 | $3.7M | Reduce -6.1% |
| ABBNY Abb Ltd.-Spon ADR | 0.96% | 78,992 | $3.7M | Reduce -6.2% |
| BAESY Bae Systems PLC -Spon ADR | 0.92% | 51,790 | $3.5M | Reduce -3.4% |
| AFL Aflac Inc. | 0.92% | 41,164 | $3.5M | Reduce -0.1% |
| EMBJ Embraer SA-Spon ADR | 0.91% | 131,316 | $3.5M | Reduce -5.1% |
| CX Cemex Sab-Spons ADR Part Cer | 0.91% | 386,600 | $3.5M | Reduce -3.2% |
| STLD Steel Dynamics Inc. | 0.91% | 23,455 | $3.5M | Add +2.2% |
| CE Celanese Corp. | 0.90% | 20,038 | $3.4M | New |
| TMHC Taylor Morrison Home Corp. | 0.89% | 55,158 | $3.4M | New |
| CW Curtiss-Wright Corp. | 0.86% | 12,955 | $3.3M | Reduce -0.2% |
| TRGP Targa Resources Corp. | 0.86% | 29,353 | $3.3M | Add +1.3% |
| BMA Banco Macro SA-ADR | 0.84% | 67,147 | $3.2M | New |
| TOELY Tokyo Electron Ltd.-Unsp ADR | 0.84% | 24,684 | $3.2M | Reduce -7.3% |
| RELX Relx PLC - Spon ADR | 0.83% | 73,870 | $3.2M | Reduce -8.0% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.82% | 55,509 | $3.2M | Add +1.2% |
| ASX Ase Technology Holding -ADR | 0.81% | 282,767 | $3.1M | Reduce -5.6% |
| QUAL iShares MSCI USA Quality Fac | 0.81% | 18,884 | $3.1M | Reduce -13.4% |
| IEF iShares 7-10 Year Treasury B | 0.81% | 32,775 | $3.1M | Add +18.6% |
| FMX Fomento Economico Mex-SP ADR | 0.81% | 23,807 | $3.1M | Reduce -4.5% |
| SAP Sap SE-Sponsored ADR | 0.80% | 15,711 | $3.1M | Reduce -4.6% |
| IVE iShares S&P 500 Value ETF | 0.79% | 16,168 | $3.0M | Reduce -13.3% |
| RPM RPM International Inc. | 0.78% | 25,186 | $3.0M | New |
| XLI SS Industrial Select Sector | 0.78% | 23,733 | $3.0M | Reduce -13.3% |
| CEG Constellation Energy | 0.78% | 16,079 | $3.0M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.77% | 35,046 | $3.0M | Reduce -13.3% |
| GGAL Grupo Financiero Galicia-ADR | 0.77% | 116,198 | $3.0M | Reduce -1.5% |
| NWS News Corp. Class B | 0.77% | 108,497 | $2.9M | New |
| XLK SS Technology Select Sector | 0.75% | 13,817 | $2.9M | Reduce -13.3% |
| MCO Moody's Corp. | 0.75% | 7,299 | $2.9M | New |
| NMR Nomura Holdings Inc.-Spon ADR | 0.74% | 440,406 | $2.8M | New |
| HMY Harmony Gold MNG-Spon ADR | 0.73% | 343,705 | $2.8M | New |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.72% | 28,403 | $2.8M | Reduce -4.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.72% | 30,096 | $2.7M | Reduce -13.3% |
| QLYS Qualys Inc. | 0.71% | 16,400 | $2.7M | Reduce -27.7% |
| PAM Pampa Energia SA-Spon ADR | 0.71% | 63,283 | $2.7M | Reduce -5.0% |
| TEN Tsakos Energy Navigation Ltd. | 0.71% | 106,714 | $2.7M | Reduce -5.4% |
| XLY SS Consumer Disc Select Sect | 0.69% | 14,435 | $2.7M | Reduce -13.3% |
| SIEGY Siemens AG-Spons ADR | 0.68% | 27,286 | $2.6M | New |
| ING ING Groep N.V.-Sponsored ADR | 0.68% | 157,440 | $2.6M | Reduce -3.9% |
| LOGI Logitech International-Reg | 0.66% | 28,111 | $2.5M | Reduce -4.3% |
| MELI MercadoLibre Inc. | 0.66% | 1,661 | $2.5M | Reduce -4.8% |
| EWJ iShares MSCI Japan ETF | 0.65% | 35,166 | $2.5M | Reduce -13.2% |
| NXPI NXP Semiconductors NV | 0.65% | 10,108 | $2.5M | Reduce -4.8% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.64% | 208,395 | $2.5M | Reduce -2.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.63% | 12,897 | $2.4M | Reduce -11.1% |
| PBR Petroleo Brasileiro-Spon ADR | 0.63% | 158,576 | $2.4M | Add +28.2% |
| NEU Newmarket Corp. | 0.62% | 3,770 | $2.4M | Reduce -3.5% |
| ANET Arista Networks Inc. | 0.59% | 7,776 | $2.3M | Reduce -3.6% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.59% | 135,782 | $2.2M | Reduce -6.5% |
| CMPGY Compass Group PLC-Spon ADR | 0.58% | 76,390 | $2.2M | Add +0.2% |
| ETN Eaton Corp. PLC | 0.58% | 7,053 | $2.2M | Add +6.1% |
| AVDL Avadel Pharmaceuticals plc | 0.56% | 127,640 | $2.2M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.56% | 26,027 | $2.1M | Add +192.2% |
| XPO Xpo Inc. | 0.55% | 17,404 | $2.1M | Add +6.0% |
| GE General Electric | 0.55% | 11,942 | $2.1M | Reduce -3.6% |
| HESAY Hermes Intl-Unsponsored ADR | 0.52% | 7,786 | $2.0M | Reduce -3.1% |
| MPC Marathon Petroleum Corp. | 0.52% | 9,843 | $2.0M | Add +9.5% |
| SFM Sprouts Farmers Market Inc. | 0.51% | 30,316 | $2.0M | Add +5.8% |
| VIV Telefonica Brasil-ADR | 0.50% | 191,734 | $1.9M | Reduce -4.8% |
| E Eni SPA-Sponsored ADR | 0.50% | 60,257 | $1.9M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.49% | 3,122 | $1.9M | Reduce -3.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.48% | 37,272 | $1.8M | Add +64.5% |
| ILF iShares Latin America 40 ETF | 0.47% | 63,157 | $1.8M | Reduce -11.3% |
| LII Lennox International Inc. | 0.47% | 3,672 | $1.8M | Add +6.2% |
| ETRN Equitrans Midstream Corp. | 0.45% | 136,789 | $1.7M | Add +21.2% |
| CAH Cardinal Health Inc. | 0.44% | 15,001 | $1.7M | Add +402.2% |
| CPRT Copart Inc. | 0.43% | 28,803 | $1.7M | Add +28.7% |
| ERIE Erie Indemnity Company Class A | 0.39% | 3,723 | $1.5M | New |
| OC Owens Corning | 0.39% | 8,876 | $1.5M | Add +37.4% |
| ELP Companhia Paranaense DE Ener | 0.25% | 123,488 | $953K | Reduce -4.4% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 9,125 | $863K | Reduce -56.3% |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 7,392 | $663K | Reduce -13.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.17% | 8,384 | $652K | Reduce -13.4% |
| NVT Nvent Electric PLC | 0.15% | 7,655 | $577K | Reduce -4.3% |
| RS Reliance Inc. | 0.12% | 1,420 | $475K | Reduce -78.7% |
| WSM Williams-Sonoma Inc. | 0.11% | 1,305 | $414K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 4,967 | $398K | Reduce -0.7% |
| GAP The Gap Inc. | 0.10% | 13,794 | $380K | New |
| DKS Dick's Sporting Goods Inc. | 0.10% | 1,652 | $371K | New |
| CAT Caterpillar Inc. | 0.09% | 932 | $342K | Reduce -0.8% |
| MSI Motorola Solutions Inc. | 0.09% | 944 | $335K | Add +0.2% |
| MTG Mgic Investment Corp. | 0.08% | 14,421 | $322K | Reduce -1.1% |
| SNA Snap-on Inc. | 0.08% | 1,080 | $320K | Reduce -0.8% |
| FLS Flowserve Corp. | 0.08% | 6,947 | $317K | Reduce -0.7% |
| NTAP Netapp Inc. | 0.08% | 2,927 | $307K | Reduce -0.8% |
| PKG Packaging Corp. of America | 0.08% | 1,593 | $302K | Reduce -1.0% |
| SPG Simon Property Group Inc. | 0.08% | 1,921 | $301K | New |
| PK Park Hotels & Resorts Inc. | 0.08% | 16,954 | $297K | New |
| AM Antero Midstream Corp. | 0.07% | 20,043 | $282K | Reduce -0.9% |
| INVESCO GOVT AGENCY PRIV 1903 | 0.07% | 276,542 | $277K | Add +554.5% |
| ELPC Cia Paranaense DE Ener-ADR filed as COMPANHIA PARANAENSE DE ENER | 0.05% | 30,646 | $207K | Add +292.1% |
| OGZPY Gazprom PJSC-Spon ADR | 0.03% | 94,273 | $104K | Reduce -2.3% |