| APH Amphenol Corp. Class A | 4.65% | 95,320 | $11.8M | Reduce -2.6% |
| HEI Heico Corp. | 4.51% | 35,466 | $11.4M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.07% | 20,575 | $10.3M | No change |
| ADSK Autodesk Inc. | 3.95% | 31,535 | $10.0M | Reduce -3.2% |
| ANET Arista Networks Inc. | 3.81% | 66,400 | $9.7M | Reduce -0.3% |
| MLM Martin Marietta Materials | 3.79% | 15,263 | $9.6M | Reduce -3.4% |
| WTS Watts Water Technologies-A | 3.52% | 32,000 | $8.9M | Reduce -3.2% |
| SPGI S&P Global Inc. | 3.46% | 18,061 | $8.8M | Reduce -5.5% |
| LIN Linde PLC | 3.30% | 17,645 | $8.4M | Reduce -0.1% |
| LII Lennox International Inc. | 3.28% | 15,715 | $8.3M | Add +1.4% |
| ROP Roper Technologies Inc. | 3.15% | 16,021 | $8.0M | Reduce -2.7% |
| STE Steris PLC | 2.76% | 28,330 | $7.0M | Add +0.5% |
| GLW Corning Inc. | 2.74% | 84,724 | $6.9M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 2.52% | 18,490 | $6.4M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 2.49% | 13,012 | $6.3M | Add +13.4% |
| ECL Ecolab Inc. | 2.34% | 21,660 | $5.9M | No change |
| EMR Emerson Electric Co. | 2.27% | 43,896 | $5.8M | Reduce -0.3% |
| WAB Wabtec Corp. | 2.24% | 28,335 | $5.7M | Reduce -3.4% |
| GEV GE Vernova Inc. | 2.17% | 8,956 | $5.5M | Reduce -2.9% |
| EW Edwards Lifesciences Corp. | 2.16% | 70,400 | $5.5M | Reduce -0.1% |
| PAYX Paychex Inc. | 2.14% | 42,853 | $5.4M | Add +0.2% |
| XYL Xylem Inc. | 2.01% | 34,545 | $5.1M | Reduce -0.7% |
| DHR Danaher Corp. | 1.98% | 25,388 | $5.0M | Add +0.1% |
| TRMB Trimble Inc. | 1.91% | 59,440 | $4.9M | Reduce -0.4% |
| LH Labcorp Holdings Inc. | 1.89% | 16,705 | $4.8M | Reduce -7.5% |
| TECH Bio-Techne Corp. | 1.71% | 78,195 | $4.3M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.66% | 17,350 | $4.2M | Add +13.0% |
| NDSN Nordson Corp. | 1.64% | 18,315 | $4.2M | Reduce -10.6% |
| IT Gartner Inc. | 1.62% | 15,602 | $4.1M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 1.56% | 21,139 | $4.0M | Reduce -13.3% |
| MKC McCormick & Co.-Non VTG SHRS | 1.56% | 59,050 | $4.0M | Reduce -1.2% |
| SNPS Synopsys Inc. | 1.46% | 7,498 | $3.7M | Add +499.8% |
| FISV Fiserv Inc. | 1.45% | 28,625 | $3.7M | Reduce -7.7% |
| ENTG Entegris Inc. | 1.45% | 39,830 | $3.7M | Add +20.0% |
| RVTY Revvity Inc. | 1.36% | 39,283 | $3.4M | Reduce -0.4% |
| TER Teradyne Inc. | 1.11% | 20,450 | $2.8M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 1.08% | 13,500 | $2.7M | Add +23.6% |
| VLTO Veralto Corp. | 0.87% | 20,824 | $2.2M | Reduce -26.0% |
| PTC PTC Inc. | 0.74% | 9,230 | $1.9M | Add +2.8% |
| EPAM Epam Systems Inc. | 0.72% | 12,140 | $1.8M | Reduce -5.2% |
| AAPL Apple Inc. | 0.70% | 6,980 | $1.8M | No change |
| AXGN Axogen Inc. | 0.66% | 94,526 | $1.7M | Add +2.7% |
| AOS Smith (a.o.) Corp. | 0.64% | 22,300 | $1.6M | Reduce -16.2% |
| BIP Brookfield Infrastructure Pa | 0.63% | 48,930 | $1.6M | Add +0.0% |
| FTNT Fortinet Inc. | 0.52% | 15,650 | $1.3M | Reduce -1.3% |
| ISRG Intuitive Surgical Inc. | 0.44% | 2,500 | $1.1M | No change |
| ABBV Abbvie Inc. | 0.34% | 3,700 | $857K | No change |
| MMM 3M Co. | 0.26% | 4,189 | $650K | No change |
| RTX RTX Corp. | 0.24% | 3,573 | $598K | No change |
| ITW Illinois Tool Works | 0.20% | 1,950 | $508K | No change |
| ABT Abbott Laboratories | 0.17% | 3,300 | $442K | No change |
| FTV Fortive Corp. | 0.16% | 8,404 | $412K | No change |
| WWD Woodward Inc. | 0.15% | 1,500 | $379K | No change |
| OKE Oneok Inc. | 0.13% | 4,550 | $332K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,670 | $310K | No change |
| RAL Ralliant Corp. | 0.12% | 7,016 | $307K | New |
| CAT Caterpillar Inc. | 0.11% | 600 | $286K | No change |
| MIDD Middleby Corp. | 0.11% | 2,085 | $277K | Reduce -87.1% |
| MCD McDonald's Corp. | 0.11% | 900 | $274K | No change |
| CNI Canadian Natl Railway Co. | 0.11% | 2,900 | $273K | No change |
| BWXT BWX Technologies Inc. | 0.10% | 1,428 | $263K | No change |
| APD Air Products & Chemicals Inc. | 0.10% | 950 | $259K | No change |
| CDW CDW Corp. | 0.10% | 1,620 | $258K | Add +22.3% |
| AMGN Amgen Inc. | 0.10% | 900 | $254K | No change |
| CP Canadian Pacific Kansas City | 0.09% | 3,060 | $228K | No change |
| SRE Sempra | 0.09% | 2,500 | $225K | New |
| BIPC Brookfield Infrastructure-A | 0.08% | 5,191 | $213K | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 708 | $213K | New |
| CEG Constellation Energy | 0.08% | 636 | $209K | No change |
| SHEL Shell PLC-ADR | 0.08% | 2,810 | $201K | New |
| DUK Duke Energy Corp. | 0.08% | 1,621 | $201K | New |