| MSFT Microsoft Corp. | 8.91% | 70,814 | $26.5M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 7.82% | 150,675 | $23.3M | Reduce -0.3% |
| MDT Medtronic PLC | 7.35% | 243,669 | $21.9M | Reduce -0.3% |
| CME Cme Group Inc. | 3.37% | 37,853 | $10.0M | No change |
| XYL Xylem Inc. | 3.32% | 82,849 | $9.9M | Reduce -0.1% |
| ADI Analog Devices Inc. | 3.27% | 48,325 | $9.7M | Add +46.1% |
| MRK Merck & Co. Inc. | 3.19% | 105,865 | $9.5M | Add +32.9% |
| WCN Waste Connections Inc. | 3.12% | 47,650 | $9.3M | No change |
| PFG Principal Financial Group | 3.06% | 108,000 | $9.1M | Add +0.6% |
| HIG Hartford Insurance Group Inc. | 2.97% | 71,546 | $8.9M | Reduce -0.2% |
| CRM Salesforce Inc. | 2.95% | 32,778 | $8.8M | Reduce -3.1% |
| NKE Nike Inc. Class B | 2.93% | 137,558 | $8.7M | Reduce -0.3% |
| MSA Msa Safety Inc. | 2.93% | 59,457 | $8.7M | Reduce -0.8% |
| BSX Boston Scientific Corp. | 2.79% | 82,530 | $8.3M | Reduce -28.6% |
| PANW Palo Alto Networks Inc. | 2.78% | 48,560 | $8.3M | Reduce -0.6% |
| ADBE Adobe Inc. | 2.67% | 20,710 | $7.9M | Reduce -0.3% |
| LSCC Lattice Semiconductor Corp. | 2.47% | 140,300 | $7.4M | Reduce -0.4% |
| VMI Valmont Industries | 2.34% | 24,414 | $7.0M | Reduce -13.8% |
| IEX Idex Corp. | 2.29% | 37,761 | $6.8M | Reduce -0.2% |
| BRKR Bruker Corp. | 2.20% | 157,400 | $6.6M | Reduce -0.4% |
| AVNT Avient Corp. | 2.12% | 170,260 | $6.3M | Reduce -0.4% |
| ACN Accenture PLC Class A | 1.98% | 18,913 | $5.9M | Add +2.6% |
| V Visa Inc. Class A | 1.63% | 13,898 | $4.9M | No change |
| MRVL Marvell Technology Inc. | 1.51% | 72,895 | $4.5M | Reduce -0.3% |
| SPOT Spotify Technology SA | 1.39% | 7,500 | $4.1M | Reduce -37.5% |
| AMD Advanced Micro Devices | 1.38% | 40,000 | $4.1M | No change |
| GOOG Alphabet Inc. Class C | 1.08% | 20,557 | $3.2M | Reduce -6.8% |
| AAPL Apple Inc. | 1.01% | 13,526 | $3.0M | Reduce -7.0% |
| ATKR Atkore Inc. | 0.97% | 48,175 | $2.9M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.87% | 15,647 | $2.6M | Reduce -5.8% |
| ADSK Autodesk Inc. | 0.85% | 9,703 | $2.5M | Reduce -9.3% |
| CLH Clean Harbors Inc. | 0.73% | 11,002 | $2.2M | Add +4.9% |
| LIN Linde PLC | 0.60% | 3,832 | $1.8M | Add +6.2% |
| TMUS T-Mobile US Inc. | 0.59% | 6,625 | $1.8M | No change |
| ICE Intercontinental Exchange Inc. | 0.59% | 10,204 | $1.8M | No change |
| MWA Mueller Water Products Inc. Class A | 0.56% | 65,055 | $1.7M | Reduce -70.1% |
| STN Stantec Inc. | 0.55% | 19,843 | $1.6M | No change |
| CSCO Cisco Systems Inc. | 0.54% | 25,876 | $1.6M | No change |
| CDNS Cadence Design SYS Inc. | 0.53% | 6,233 | $1.6M | Add +3.0% |
| AMAT Applied Materials Inc. | 0.53% | 10,768 | $1.6M | Reduce -10.2% |
| FSS Federal Signal Corp. | 0.52% | 21,085 | $1.5M | Add +16.8% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 25,000 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.50% | 8,656 | $1.5M | No change |
| FERG Ferguson Enterprises Inc. | 0.46% | 8,591 | $1.4M | Add +4.8% |
| WMS Advanced Drainage Systems Inc. | 0.46% | 12,560 | $1.4M | Reduce -16.6% |
| PNR Pentair PLC | 0.45% | 15,457 | $1.4M | No change |
| AYI Acuity Inc. | 0.43% | 4,908 | $1.3M | No change |
| PFE Pfizer Inc. | 0.43% | 50,000 | $1.3M | No change |
| JXN Jackson Financial Inc. Class A | 0.42% | 15,000 | $1.3M | No change |
| SW Smurfit Westrock PLC | 0.38% | 25,000 | $1.1M | No change |
| EMR Emerson Electric Co. | 0.36% | 9,666 | $1.1M | No change |
| AOS Smith (a.o.) Corp. | 0.29% | 13,151 | $859K | No change |
| NXPI NXP Semiconductors NV | 0.27% | 4,200 | $799K | No change |
| AVGO Broadcom Inc. | 0.26% | 4,700 | $787K | Reduce -58.5% |
| HASI Ha Sustainable Infrastructur | 0.26% | 26,000 | $760K | No change |
| RYN Rayonier Inc. | 0.25% | 26,849 | $749K | Add +4.5% |
| RRX Regal Rexnord Corp. | 0.25% | 6,565 | $747K | No change |
| NOW ServiceNow Inc. | 0.21% | 785 | $625K | No change |
| PAYX Paychex Inc. | 0.21% | 4,000 | $617K | No change |
| ABBV Abbvie Inc. | 0.20% | 2,800 | $587K | No change |
| AUTL Autolus Therapeutics PLC | 0.16% | 300,000 | $462K | New |