| MSFT Microsoft Corp. | 10.86% | 87,051 | $45.1M | Add +11.5% |
| GOOGL Alphabet Inc. Class A | 10.47% | 178,800 | $43.5M | Reduce -7.2% |
| MDT Medtronic PLC | 5.66% | 246,741 | $23.5M | Add +16.2% |
| XYL Xylem Inc. | 4.51% | 126,990 | $18.7M | Add +14.4% |
| NKE Nike Inc. Class B | 3.62% | 215,558 | $15.0M | Add +26.4% |
| MRK Merck & Co. Inc. | 3.60% | 178,215 | $15.0M | Add +47.5% |
| PANW Palo Alto Networks Inc. | 3.47% | 70,700 | $14.4M | Add +30.8% |
| WCN Waste Connections Inc. | 3.46% | 81,650 | $14.4M | Add +31.9% |
| ADI Analog Devices Inc. | 3.38% | 57,150 | $14.0M | Add +4.6% |
| PFG Principal Financial Group | 3.36% | 168,600 | $14.0M | Add +13.5% |
| CRM Salesforce Inc. | 3.20% | 56,028 | $13.3M | Add +55.5% |
| BRKR Bruker Corp. | 2.97% | 379,650 | $12.3M | Add +45.5% |
| MSA Msa Safety Inc. | 2.80% | 67,557 | $11.6M | Add +0.4% |
| WMS Advanced Drainage Systems Inc. | 2.75% | 82,417 | $11.4M | Reduce -3.3% |
| AVNT Avient Corp. | 2.54% | 319,760 | $10.5M | Add +26.6% |
| HIG Hartford Insurance Group Inc. | 2.42% | 75,316 | $10.0M | No change |
| VMI Valmont Industries | 2.38% | 25,535 | $9.9M | Add +1.5% |
| SPOT Spotify Technology SA | 2.06% | 12,250 | $8.5M | Add +44.1% |
| IQV Iqvia Holdings Inc. | 1.77% | 38,800 | $7.4M | New |
| CARR Carrier Global Corp. | 1.75% | 122,000 | $7.3M | New |
| CME Cme Group Inc. | 1.70% | 26,138 | $7.1M | Reduce -10.2% |
| HASI Ha Sustainable Infrastructur | 1.61% | 217,380 | $6.7M | Add +586.6% |
| BSX Boston Scientific Corp. | 1.60% | 67,900 | $6.6M | No change |
| BLDR Builders Firstsource Inc. | 1.33% | 45,400 | $5.5M | Reduce -17.1% |
| GOOG Alphabet Inc. Class C | 1.08% | 18,396 | $4.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.04% | 15,447 | $4.3M | No change |
| ACN Accenture PLC Class A | 1.01% | 17,072 | $4.2M | Reduce -9.7% |
| V Visa Inc. Class A | 0.99% | 12,098 | $4.1M | No change |
| ATKR Atkore Inc. | 0.99% | 65,450 | $4.1M | Reduce -20.0% |
| AAPL Apple Inc. | 0.68% | 11,078 | $2.8M | Reduce -8.6% |
| CLH Clean Harbors Inc. | 0.62% | 11,002 | $2.6M | No change |
| AMAT Applied Materials Inc. | 0.57% | 11,518 | $2.4M | Add +7.0% |
| ICE Intercontinental Exchange Inc. | 0.55% | 13,504 | $2.3M | No change |
| FSS Federal Signal Corp. | 0.55% | 19,050 | $2.3M | Reduce -12.2% |
| CDNS Cadence Design SYS Inc. | 0.53% | 6,233 | $2.2M | No change |
| LIN Linde PLC | 0.49% | 4,277 | $2.0M | Add +11.6% |
| FERG Ferguson Enterprises Inc. | 0.46% | 8,591 | $1.9M | No change |
| MWA Mueller Water Products Inc. Class A | 0.45% | 73,055 | $1.9M | No change |
| STN Stantec Inc. | 0.45% | 17,275 | $1.8M | Reduce -12.9% |
| CSCO Cisco Systems Inc. | 0.43% | 25,876 | $1.8M | No change |
| PNR Pentair PLC | 0.41% | 15,457 | $1.7M | No change |
| AYI Acuity Inc. | 0.41% | 4,908 | $1.7M | No change |
| TMUS T-Mobile US Inc. | 0.38% | 6,625 | $1.6M | No change |
| JXN Jackson Financial Inc. Class A | 0.37% | 15,000 | $1.5M | No change |
| ADSK Autodesk Inc. | 0.36% | 4,703 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.32% | 8,656 | $1.3M | No change |
| PFE Pfizer Inc. | 0.31% | 50,000 | $1.3M | No change |
| EMR Emerson Electric Co. | 0.31% | 9,666 | $1.3M | No change |
| RRX Regal Rexnord Corp. | 0.27% | 7,950 | $1.1M | Add +4.7% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 25,000 | $1.1M | No change |
| RYN Rayonier Inc. | 0.27% | 41,815 | $1.1M | Add +20.3% |
| SW Smurfit Westrock PLC | 0.26% | 25,000 | $1.1M | No change |
| LSCC Lattice Semiconductor Corp. | 0.25% | 14,155 | $1.0M | Reduce -91.4% |
| AOS Smith (a.o.) Corp. | 0.25% | 14,100 | $1.0M | Add +7.2% |
| NXPI NXP Semiconductors NV | 0.25% | 4,500 | $1.0M | Add +7.1% |
| IEX Idex Corp. | 0.23% | 5,900 | $960K | Add +16.8% |
| NVDA Nvidia Corp. | 0.22% | 4,950 | $924K | Add +1355.9% |
| AVGO Broadcom Inc. | 0.22% | 2,800 | $923K | No change |
| ABBV Abbvie Inc. | 0.16% | 2,800 | $648K | No change |
| NOW ServiceNow Inc. | 0.13% | 600 | $552K | No change |
| PAYX Paychex Inc. | 0.12% | 4,000 | $507K | No change |
| AUTL Autolus Therapeutics PLC | 0.12% | 300,000 | $486K | No change |