| HEI Heico Corp. | 4.15% | 42,681 | $11.2M | Reduce -0.0% |
| SPGI S&P Global Inc. | 4.10% | 21,317 | $11.0M | Reduce -0.1% |
| LII Lennox International Inc. | 3.84% | 17,060 | $10.3M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.78% | 22,050 | $10.1M | No change |
| IT Gartner Inc. | 3.55% | 18,812 | $9.5M | Reduce -0.5% |
| ROP Roper Technologies Inc. | 3.50% | 16,905 | $9.4M | Add +0.5% |
| ADSK Autodesk Inc. | 3.45% | 33,660 | $9.3M | Reduce -8.8% |
| LIN Linde PLC | 3.38% | 19,020 | $9.1M | Reduce -0.5% |
| MLM Martin Marietta Materials | 3.26% | 16,258 | $8.8M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 3.07% | 13,332 | $8.2M | Add +0.2% |
| BDX Becton Dickinson and Co. | 3.01% | 33,517 | $8.1M | Add +20.8% |
| DHR Danaher Corp. | 2.93% | 28,287 | $7.9M | Reduce -0.2% |
| ANET Arista Networks Inc. | 2.64% | 18,500 | $7.1M | Reduce -8.0% |
| SHW The Sherwin-Williams Co. | 2.63% | 18,505 | $7.1M | Reduce -0.8% |
| WTS Watts Water Technologies-A | 2.59% | 33,600 | $7.0M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 2.56% | 105,720 | $6.9M | Reduce -0.7% |
| STE Steris PLC | 2.52% | 27,880 | $6.8M | Reduce -1.1% |
| EMR Emerson Electric Co. | 2.50% | 61,442 | $6.7M | Add +17.6% |
| PAYX Paychex Inc. | 2.49% | 49,901 | $6.7M | Reduce -0.1% |
| MIDD Middleby Corp. | 2.45% | 47,250 | $6.6M | Add +8.1% |
| TECH Bio-Techne Corp. | 2.28% | 76,765 | $6.1M | Reduce -0.2% |
| FISV Fiserv Inc. | 2.14% | 31,925 | $5.7M | Reduce -11.2% |
| ECL Ecolab Inc. | 2.07% | 21,760 | $5.6M | Reduce -0.1% |
| ADBE Adobe Inc. | 2.05% | 10,625 | $5.5M | Add +6.0% |
| RVTY Revvity Inc. | 2.05% | 43,033 | $5.5M | Reduce -3.7% |
| EW Edwards Lifesciences Corp. | 2.04% | 83,175 | $5.5M | Add +4.8% |
| WAB Wabtec Corp. | 2.03% | 30,044 | $5.5M | Add +1.9% |
| MKC McCormick & Co.-Non VTG SHRS | 1.98% | 64,700 | $5.3M | Reduce -0.3% |
| ANSS Ansys Inc. | 1.92% | 16,190 | $5.2M | Reduce -6.4% |
| XYL Xylem Inc. | 1.73% | 34,495 | $4.7M | Add +0.8% |
| NDSN Nordson Corp. | 1.60% | 16,315 | $4.3M | Reduce -18.4% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.48% | 37,896 | $4.0M | Reduce -9.7% |
| GEV GE Vernova Inc. | 1.38% | 14,565 | $3.7M | Reduce -39.2% |
| TRMB Trimble Inc. | 1.18% | 51,190 | $3.2M | Reduce -36.4% |
| FTV Fortive Corp. | 1.15% | 39,154 | $3.1M | Add +34.5% |
| EPAM Epam Systems Inc. | 1.07% | 14,400 | $2.9M | Add +12.5% |
| VLTO Veralto Corp. | 1.03% | 24,808 | $2.8M | Reduce -10.5% |
| PANW Palo Alto Networks Inc. | 0.72% | 5,625 | $1.9M | Add +0.5% |
| BIP Brookfield Infrastructure Pa | 0.64% | 48,895 | $1.7M | Add +0.0% |
| PTC PTC Inc. | 0.64% | 9,480 | $1.7M | Add +6.8% |
| AAPL Apple Inc. | 0.61% | 7,080 | $1.6M | No change |
| GLW Corning Inc. | 0.57% | 34,004 | $1.5M | Reduce -1.1% |
| TER Teradyne Inc. | 0.51% | 10,300 | $1.4M | Add +6.7% |
| SNPS Synopsys Inc. | 0.48% | 2,555 | $1.3M | Reduce -5.5% |
| ISRG Intuitive Surgical Inc. | 0.46% | 2,500 | $1.2M | No change |
| FTNT Fortinet Inc. | 0.39% | 13,600 | $1.1M | Reduce -30.6% |
| AXGN Axogen Inc. | 0.38% | 73,500 | $1.0M | Add +219.6% |
| ABBV Abbvie Inc. | 0.30% | 4,100 | $810K | Reduce -10.9% |
| VNT Vontier Corp. | 0.25% | 20,144 | $680K | No change |
| MMM 3M Co. | 0.21% | 4,189 | $573K | No change |
| ITW Illinois Tool Works | 0.20% | 2,053 | $538K | No change |
| OKE Oneok Inc. | 0.16% | 4,754 | $433K | No change |
| RTX RTX Corp. | 0.16% | 3,573 | $433K | No change |
| CNI Canadian Natl Railway Co. | 0.14% | 3,284 | $385K | No change |
| MCD McDonald's Corp. | 0.14% | 1,260 | $384K | No change |
| ABT Abbott Laboratories | 0.14% | 3,300 | $376K | No change |
| AMGN Amgen Inc. | 0.12% | 1,039 | $335K | No change |
| DAY Dayforce Inc. | 0.11% | 5,000 | $306K | New |
| APD Air Products & Chemicals Inc. | 0.11% | 950 | $283K | Reduce -34.5% |
| CAT Caterpillar Inc. | 0.10% | 700 | $274K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,670 | $271K | No change |
| CP Canadian Pacific Kansas City | 0.10% | 3,060 | $262K | No change |
| WWD Woodward Inc. | 0.10% | 1,500 | $257K | No change |
| ENTG Entegris Inc. | 0.09% | 2,150 | $242K | New |
| CARR Carrier Global Corp. | 0.09% | 3,000 | $241K | New |
| DUK Duke Energy Corp. | 0.09% | 2,071 | $239K | No change |
| BIPC Brookfield Infrastructure-A | 0.08% | 5,189 | $225K | New |
| MRK Merck & Co. Inc. | 0.08% | 1,910 | $217K | Add +0.3% |
| SRE Sempra | 0.08% | 2,578 | $216K | New |
| CLVT Clarivate PLC | 0.04% | 14,000 | $99K | New |