| ON On Semiconductor | 6.49% | 233,078 | $16.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.38% | 43,111 | $8.3M | Reduce -0.6% |
| FDX FedEx Corp. | 3.01% | 24,685 | $7.4M | Reduce -5.4% |
| JPM JPMorgan Chase & Co. | 2.11% | 25,689 | $5.2M | Reduce -0.3% |
| CAT Caterpillar Inc. | 2.02% | 14,947 | $5.0M | Add +2.2% |
| J Jacobs Solutions Inc. | 1.99% | 35,155 | $4.9M | Reduce -0.4% |
| AMGN Amgen Inc. | 1.92% | 15,163 | $4.7M | Reduce -0.9% |
| TSLA Tesla Inc. | 1.91% | 23,713 | $4.7M | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.89% | 26,704 | $4.6M | Reduce -0.1% |
| AMD Advanced Micro Devices | 1.85% | 28,076 | $4.6M | Add +2.7% |
| LRCX Lam Research Corp. | 1.81% | 4,186 | $4.5M | Reduce -1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.75% | 11,269 | $4.3M | Reduce -31.4% |
| PWR Quanta Services Inc. | 1.65% | 15,944 | $4.1M | Reduce -2.3% |
| NVDA Nvidia Corp. | 1.59% | 31,789 | $3.9M | Reduce -16.2% |
| META Meta Platforms Inc. Class A | 1.54% | 7,502 | $3.8M | Add +2.8% |
| SCHW Schwab (charles) Corp. | 1.45% | 48,414 | $3.6M | Reduce -0.7% |
| ODFL Old Dominion Freight Line | 1.41% | 19,713 | $3.5M | Add +3.6% |
| AAPL Apple Inc. | 1.40% | 16,420 | $3.5M | Reduce -0.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.35% | 33,928 | $3.3M | Add +4.6% |
| SPOT Spotify Technology SA | 1.33% | 10,474 | $3.3M | Reduce -0.8% |
| ADBE Adobe Inc. | 1.33% | 5,895 | $3.3M | Add +10.3% |
| COST Costco Wholesale Corp. | 1.23% | 3,560 | $3.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.22% | 16,478 | $3.0M | Reduce -1.0% |
| AMP Ameriprise Financial Inc. | 1.18% | 6,791 | $2.9M | Reduce -0.3% |
| PAC Grupo Aeroportuario Pac-ADR | 1.13% | 17,907 | $2.8M | Reduce -0.4% |
| AVB Avalonbay Communities Inc. | 1.13% | 13,452 | $2.8M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 1.13% | 22,439 | $2.8M | Reduce -0.6% |
| LEN.B Lennar Corp. Class B | 1.12% | 19,735 | $2.8M | Reduce -0.7% |
| ORCL Oracle Corp. | 1.11% | 19,375 | $2.7M | Reduce -0.4% |
| RTX RTX Corp. | 1.08% | 26,376 | $2.6M | Reduce -2.4% |
| V Visa Inc. Class A | 1.06% | 9,947 | $2.6M | Reduce -0.4% |
| ELV Elevance Health Inc. | 1.06% | 4,803 | $2.6M | Reduce -0.4% |
| SKX Skechers USA Inc. Class A | 1.04% | 36,934 | $2.6M | Add +4.4% |
| MRVL Marvell Technology Inc. | 1.01% | 35,709 | $2.5M | Reduce -0.1% |
| DDOG Datadog Inc. Class A | 0.96% | 18,222 | $2.4M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.92% | 2,218 | $2.3M | Add +5.6% |
| ISRG Intuitive Surgical Inc. | 0.84% | 4,643 | $2.1M | Reduce -0.2% |
| SAP Sap SE-Sponsored ADR | 0.83% | 10,136 | $2.0M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.83% | 42,877 | $2.0M | Add +5.8% |
| CSGP Costar Group Inc. | 0.82% | 27,175 | $2.0M | Add +5.8% |
| LHX L3HARRIS Technologies Inc. | 0.77% | 8,424 | $1.9M | Reduce -0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.76% | 20,294 | $1.9M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.75% | 4,149 | $1.9M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.74% | 4,020 | $1.8M | Reduce -0.8% |
| FCX Freeport-McMoran Inc. | 0.72% | 36,385 | $1.8M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.70% | 14,944 | $1.7M | Reduce -0.2% |
| MTN Vail Resorts Inc. | 0.70% | 9,549 | $1.7M | Add +6.0% |
| SHOP Shopify Inc. Class A | 0.70% | 25,932 | $1.7M | Add +20.9% |
| CHWY Chewy Inc. Class A | 0.59% | 53,766 | $1.5M | Add +18.9% |
| NEOG Neogen Corp. | 0.57% | 89,191 | $1.4M | Add +62.3% |
| TREX Trex Company Inc. | 0.55% | 18,349 | $1.4M | Reduce -2.2% |
| DT Dynatrace Inc. | 0.54% | 29,974 | $1.3M | Reduce -0.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.54% | 17,150 | $1.3M | Reduce -1.0% |
| UHS Universal Health Services-B | 0.54% | 7,191 | $1.3M | Reduce -0.4% |
| ZS Zscaler Inc. | 0.52% | 6,686 | $1.3M | Reduce -0.8% |
| OC Owens Corning | 0.50% | 7,087 | $1.2M | Reduce -0.2% |
| ARE Alexandria Real Estate Equit | 0.50% | 10,521 | $1.2M | Reduce -0.3% |
| OMAB Grupo Aeroportuario Cen-ADR | 0.47% | 17,211 | $1.2M | Add +15.0% |
| AMAT Applied Materials Inc. | 0.46% | 4,801 | $1.1M | Reduce -10.9% |
| DHR Danaher Corp. | 0.44% | 4,339 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.43% | 666 | $1.1M | No change |
| MELI MercadoLibre Inc. | 0.43% | 649 | $1.1M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.43% | 1,562 | $1.1M | No change |
| DE Deere & Co. | 0.42% | 2,760 | $1.0M | Reduce -0.1% |
| BF.A Brown-Forman Corp. Class A | 0.42% | 23,245 | $1.0M | Add +48.0% |
| DAVA Endava PLC- Spon ADR | 0.41% | 34,759 | $1.0M | Add +11.1% |
| HRL Hormel Foods Corp. | 0.41% | 33,192 | $1.0M | Add +20.5% |
| NOW ServiceNow Inc. | 0.40% | 1,258 | $990K | Add +16.3% |
| GPN Global Payments Inc. | 0.40% | 10,179 | $984K | Reduce -1.3% |
| FIGS Figs Inc. Class A | 0.39% | 180,844 | $964K | Add +28.3% |
| PYPL PayPal Holdings Inc. | 0.38% | 15,929 | $924K | Reduce -0.5% |
| HXL Hexcel Corp. | 0.37% | 14,622 | $913K | Reduce -0.3% |
| SNX TD Synnex Corp. | 0.36% | 7,652 | $883K | Reduce -0.2% |
| MPWR Monolithic Power Systems Inc. | 0.36% | 1,065 | $875K | Add +17.2% |
| SMAR Smartsheet Inc. Class A | 0.35% | 19,373 | $854K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.34% | 3,693 | $836K | Add +1.4% |
| NET Cloudflare Inc. Class A | 0.34% | 10,058 | $833K | Reduce -0.2% |
| WDAY Workday Inc. Class A | 0.34% | 3,721 | $832K | Add +10.0% |
| AMT American Tower Corp. | 0.33% | 4,239 | $824K | Add +25.0% |
| GTLS Chart Industries Inc. | 0.33% | 5,689 | $821K | Reduce -1.2% |
| CRL Charles River Laboratories | 0.32% | 3,856 | $797K | Add +18.1% |
| IRDM Iridium Communications Inc. | 0.32% | 29,362 | $782K | Reduce -1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.31% | 10,610 | $753K | Add +35.2% |
| MDT Medtronic PLC | 0.31% | 9,550 | $752K | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.30% | 4,078 | $748K | Reduce -0.4% |
| RGEN Repligen Corp. | 0.30% | 5,906 | $745K | Add +32.5% |
| BLK BlackRock Finance Inc. | 0.30% | 940 | $740K | Reduce -0.2% |
| LULU Lululemon Athletica Inc. | 0.30% | 2,445 | $730K | Add +50.1% |
| SITE Siteone Landscape Supply Inc. | 0.29% | 5,829 | $708K | Add +48.9% |
| ABG Asbury Automotive Group | 0.29% | 3,090 | $704K | No change |
| SNOW Snowflake Inc. | 0.28% | 5,162 | $697K | No change |
| COF Capital One Financial Corp. | 0.28% | 4,992 | $691K | Reduce -23.7% |
| QCOM Qualcomm Inc. | 0.28% | 3,410 | $679K | Reduce -5.5% |
| CRM Salesforce Inc. | 0.28% | 2,640 | $679K | Reduce -1.6% |
| S Sentinelone Inc. Class A | 0.28% | 32,233 | $679K | New |
| BOX Box Inc. Class A | 0.27% | 25,589 | $677K | Reduce -5.5% |
| TTWO Take-Two Interactive Softwre | 0.27% | 4,305 | $669K | Reduce -0.2% |
| BWA Borgwarner Inc. | 0.27% | 20,737 | $669K | Reduce -0.9% |
| CCU Cia Cervecerias Uni-Spon ADR filed as COMPANIA CERVECERIAS UNIDAS | 0.27% | 57,632 | $656K | Add +39.8% |
| HD Home Depot Inc. | 0.26% | 1,895 | $652K | No change |
| EW Edwards Lifesciences Corp. | 0.26% | 6,903 | $638K | No change |
| NKE Nike Inc. Class B | 0.26% | 8,455 | $637K | Add +60.2% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,091 | $603K | No change |
| PH Parker Hannifin Corp. | 0.24% | 1,188 | $601K | No change |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.24% | 35,223 | $586K | No change |
| SPT Sprout Social Inc. Class A | 0.24% | 16,352 | $583K | Add +1.6% |
| ICLR Icon PLC | 0.23% | 1,815 | $569K | Reduce -0.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.22% | 9,608 | $549K | Reduce -0.4% |
| BERY Berry Global Group Inc. | 0.22% | 9,072 | $534K | Reduce -0.6% |
| CCI Crown Castle Inc. | 0.22% | 5,446 | $532K | Reduce -2.6% |
| BRKR Bruker Corp. | 0.22% | 8,335 | $532K | Add +16.5% |
| NSC Norfolk Southern Corp. | 0.21% | 2,401 | $515K | Add +66.6% |
| BAP Credicorp Ltd. | 0.21% | 3,194 | $515K | Reduce -5.9% |
| CP Canadian Pacific Kansas City | 0.21% | 6,509 | $512K | Add +45.7% |
| CSX CSX Corp. | 0.21% | 15,221 | $509K | Add +57.6% |
| RRR Red Rock Resorts Inc. Class A | 0.20% | 9,114 | $501K | Add +54.5% |
| UL Unilever PLC | 0.20% | 8,878 | $488K | Reduce -1.3% |
| DVN Devon Energy Corp. | 0.20% | 10,268 | $487K | Reduce -0.2% |
| ABEV Ambev SA-ADR | 0.20% | 236,519 | $485K | Add +1.6% |
| BP BP PLC-Spons ADR | 0.19% | 13,003 | $469K | Reduce -0.1% |
| H Hyatt Hotels Corp. Class A | 0.19% | 3,076 | $467K | Reduce -0.9% |
| NSA National Storage Affiliates | 0.19% | 11,119 | $458K | Reduce -5.1% |
| MSCI MSCI Inc. | 0.18% | 944 | $455K | New |
| FOXF Fox Factory Holding Corp. | 0.18% | 9,379 | $452K | Add +63.2% |
| VEEV Veeva Systems Inc. Class A | 0.18% | 2,430 | $445K | Reduce -2.1% |
| IDXX Idexx Laboratories Inc. | 0.18% | 911 | $444K | Reduce -1.8% |
| DXCM Dexcom Inc. | 0.18% | 3,875 | $439K | Reduce -8.6% |
| UPS United Parcel Service Class B | 0.18% | 3,174 | $434K | Reduce -1.9% |
| CZR Caesars Entertainment Inc. | 0.18% | 10,928 | $434K | Add +97.9% |
| XYZ Block Inc. | 0.18% | 6,693 | $432K | Add +54.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.17% | 34,363 | $431K | Reduce -1.3% |
| NCNO Ncino Inc. | 0.17% | 13,214 | $416K | Add +69.4% |
| CVX Chevron Corp. | 0.17% | 2,621 | $410K | Reduce -0.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.16% | 3,761 | $400K | Reduce -9.6% |
| BAM Brookfield Asset Mgmt-A | 0.16% | 10,435 | $397K | Reduce -3.3% |
| TENB Tenable Holdings Inc. | 0.16% | 9,063 | $395K | Add +44.5% |
| ANSS Ansys Inc. | 0.15% | 1,164 | $374K | Add +39.7% |
| JNJ Johnson & Johnson | 0.15% | 2,530 | $370K | Add +57.2% |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 2,901 | $366K | Add +91.1% |
| ROP Roper Technologies Inc. | 0.14% | 633 | $357K | No change |
| COP Conocophillips | 0.14% | 3,089 | $353K | New |
| XYL Xylem Inc. | 0.14% | 2,584 | $350K | No change |
| PLD Prologis Inc. | 0.14% | 3,088 | $347K | Add +21.0% |
| CARR Carrier Global Corp. | 0.14% | 5,399 | $341K | Reduce -0.1% |
| GWRE Guidewire Software Inc. | 0.14% | 2,438 | $336K | No change |
| GTLB Gitlab Inc. Class A | 0.13% | 6,611 | $329K | Add +1.5% |
| CWAN Clearwater Analytics HDS-A | 0.13% | 17,533 | $325K | Reduce -0.3% |
| PAYC Paycom Software Inc. | 0.13% | 2,263 | $324K | Add +1.7% |
| TFC Truist Financial Corp. | 0.13% | 8,322 | $323K | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.13% | 1,639 | $319K | Reduce -0.1% |
| PCAR Paccar Inc. | 0.13% | 3,092 | $318K | New |
| UNH Unitedhealth Group Inc. | 0.13% | 615 | $313K | New |
| FND Floor & Decor Holdings Inc. Class A | 0.13% | 3,111 | $309K | No change |
| MGM MGM Resorts International | 0.12% | 6,920 | $308K | No change |
| TFSL TFS Financial Corp. | 0.12% | 23,593 | $298K | Add +70.3% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.12% | 3,442 | $295K | No change |
| NVR NVR Inc. | 0.12% | 38 | $288K | No change |
| INTU Intuit Inc. | 0.11% | 427 | $281K | Reduce -1.2% |
| LAD Lithia Motors Inc. | 0.11% | 1,043 | $263K | New |
| ABT Abbott Laboratories | 0.11% | 2,517 | $262K | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.11% | 3,335 | $260K | Reduce -2.4% |
| LVS Las Vegas Sands Corp. | 0.10% | 5,769 | $255K | New |
| IQV Iqvia Holdings Inc. | 0.10% | 1,173 | $248K | New |
| APD Air Products & Chemicals Inc. | 0.10% | 955 | $246K | Reduce -0.3% |
| BIRK Birkenstock Holding PLC | 0.10% | 4,351 | $237K | No change |
| WSC Willscot Holdings Corp. | 0.09% | 6,040 | $227K | New |
| CHH Choice Hotels Intl Inc. | 0.09% | 1,884 | $224K | Reduce -0.3% |
| VRSK Verisk Analytics Inc. | 0.09% | 829 | $223K | New |
| LUMINAR TECHNOLOGIES INC | 0.09% | 148,584 | $221K | Add +10.7% |
| REXR Rexford Industrial Realty Inc. | 0.09% | 4,865 | $217K | Add +2.2% |
| DTM DT Midstream Inc. | 0.09% | 2,959 | $210K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.09% | 5,396 | $209K | New |
| EXPO Exponent Inc. | 0.08% | 2,165 | $206K | New |
| HCC Warrior Met Coal Inc. | 0.08% | 3,225 | $202K | New |