| MSFT Microsoft Corp. | 3.72% | 900,855 | $402.6M | Reduce -4.5% |
| MPWR Monolithic Power Systems Inc. | 3.53% | 465,907 | $382.8M | Reduce -3.7% |
| NVDA Nvidia Corp. | 3.38% | 2,959,635 | $365.6M | Reduce -18.2% |
| GOOGL Alphabet Inc. Class A | 3.04% | 1,808,885 | $329.5M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 3.01% | 1,688,732 | $326.3M | Reduce -4.5% |
| SAIA Saia Inc. | 2.68% | 612,544 | $290.5M | Reduce -13.5% |
| JPM JPMorgan Chase & Co. | 2.52% | 1,347,524 | $272.6M | Add +4.2% |
| ZTS Zoetis Inc. | 2.19% | 1,369,751 | $237.5M | Add +5.8% |
| ON On Semiconductor | 2.17% | 3,428,626 | $235.0M | Add +25.6% |
| CTVA Corteva Inc. | 2.03% | 4,083,685 | $220.3M | Add +392.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.91% | 2,080,231 | $206.5M | Add +4.0% |
| ORLY O'reilly Automotive Inc. | 1.88% | 192,827 | $203.6M | Reduce -8.7% |
| ICE Intercontinental Exchange Inc. | 1.83% | 1,451,607 | $198.7M | Reduce -10.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 486,454 | $197.9M | Reduce -4.5% |
| INTU Intuit Inc. | 1.71% | 281,465 | $185.0M | New |
| DXCM Dexcom Inc. | 1.69% | 1,617,001 | $183.3M | Add +14.4% |
| KNSL Kinsale Capital Group Inc. | 1.52% | 426,418 | $164.3M | Add +13.9% |
| DHR Danaher Corp. | 1.45% | 630,275 | $157.5M | Reduce -30.7% |
| SHW The Sherwin-Williams Co. | 1.41% | 511,635 | $152.7M | Reduce -24.5% |
| KOS Kosmos Energy Ltd. | 1.35% | 26,312,199 | $145.8M | Add +4.6% |
| DASH DoorDash Inc. Class A | 1.29% | 1,285,096 | $139.8M | Add +92.1% |
| ESI Element Solutions Inc. | 1.28% | 5,106,554 | $138.5M | Add +6.6% |
| AR Antero Resources Corp. | 1.20% | 3,967,300 | $129.5M | Add +269.4% |
| NOW ServiceNow Inc. | 1.16% | 160,065 | $125.9M | New |
| COKE Coca-Cola Consolidated Inc. | 1.12% | 112,156 | $121.7M | Add +88.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.09% | 1,113,422 | $118.5M | Reduce -4.5% |
| UNP Union Pacific Corp. | 0.97% | 463,443 | $104.9M | Reduce -38.4% |
| WAL Western Alliance Bancorp | 0.95% | 1,633,261 | $102.6M | Add +1.3% |
| AAON Aaon Inc. | 0.88% | 1,089,070 | $95.0M | Add +106.3% |
| CMA Comerica Inc. | 0.86% | 1,834,304 | $93.6M | Add +1.1% |
| ZION Zions Bancorp NA | 0.86% | 2,146,411 | $93.1M | Add +1.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.73% | 498,118 | $79.4M | Add +4.5% |
| KEX Kirby Corp. | 0.72% | 651,602 | $78.0M | Reduce -27.3% |
| GMED Globus Medical Inc. Class A | 0.72% | 1,136,697 | $77.9M | Add +17.9% |
| FAF First American Financial | 0.71% | 1,426,821 | $77.0M | Add +6.4% |
| JBI Janus International Group Inc. | 0.70% | 6,036,730 | $76.2M | Add +15.0% |
| BECN Beacon Roofing Supply Inc. | 0.68% | 811,047 | $73.4M | Add +6.4% |
| EVR Evercore Inc. Class A | 0.67% | 346,470 | $72.2M | Add +18.6% |
| NSIT Insight Enterprises Inc. | 0.67% | 363,188 | $72.0M | Reduce -29.3% |
| FN Fabrinet | 0.63% | 279,835 | $68.5M | Reduce -26.3% |
| RRR Red Rock Resorts Inc. Class A | 0.61% | 1,196,195 | $65.7M | Add +26.7% |
| RMBS Rambus Inc. | 0.60% | 1,105,772 | $65.0M | Add +17.7% |
| CWK Cushman & Wakefield UK Holdc | 0.60% | 6,208,780 | $64.6M | Add +12.7% |
| ALG Alamo Group Inc. | 0.60% | 372,938 | $64.5M | Add +16.3% |
| STAG Stag Industrial Inc. | 0.59% | 1,776,042 | $64.0M | Add +7.0% |
| CC The Chemours Co. | 0.59% | 2,824,301 | $63.7M | Add +6.8% |
| IBP Installed Building Products | 0.59% | 309,011 | $63.6M | Reduce -17.3% |
| CSTM Constellium SE | 0.58% | 3,360,198 | $63.3M | Add +8.3% |
| TYL Tyler Technologies Inc. | 0.57% | 123,253 | $62.0M | Add +21.5% |
| AXTA Axalta Coating Systems Ltd. | 0.56% | 1,786,575 | $61.0M | Add +13.2% |
| NNN NNN REIT Inc. | 0.56% | 1,429,245 | $60.9M | Add +6.4% |
| NDAQ Nasdaq Inc. | 0.56% | 999,259 | $60.2M | Reduce -1.2% |
| GIL Gildan Activewear Inc. | 0.55% | 1,573,695 | $59.7M | Add +31.5% |
| APAM Artisan Partners Asset Ma -A | 0.55% | 1,434,391 | $59.2M | Add +7.7% |
| MTRN Materion Corp. | 0.54% | 538,975 | $58.3M | Add +21.8% |
| SIGI Selective Insurance Group | 0.53% | 616,901 | $57.9M | Add +6.6% |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 0.53% | 844,367 | $57.2M | Add +4.4% |
| CNM Core & Main Inc. Class A | 0.52% | 1,142,442 | $55.9M | Reduce -22.9% |
| PR Permian Resources Corp. Class A | 0.50% | 3,366,061 | $54.4M | Reduce -12.7% |
| HQY Healthequity Inc. | 0.49% | 616,860 | $53.2M | Add +1.8% |
| IQV Iqvia Holdings Inc. | 0.48% | 245,073 | $51.8M | Reduce -1.1% |
| MGRC McGrath Rentcorp | 0.48% | 486,190 | $51.8M | Add +26.0% |
| VMC Vulcan Materials Co. | 0.48% | 207,489 | $51.6M | Add +3.0% |
| EFOR Everforth Inc. filed as ASGN INC | 0.47% | 580,937 | $51.2M | Add +6.4% |
| VMI Valmont Industries | 0.47% | 184,880 | $50.7M | Add +14.4% |
| CADE Cadence Bank | 0.47% | 1,791,633 | $50.7M | Add +1.8% |
| ACHC Acadia Healthcare Co. Inc. | 0.46% | 733,505 | $49.5M | Add +67.9% |
| MRVL Marvell Technology Inc. | 0.45% | 700,239 | $48.9M | Reduce -1.1% |
| VVV Valvoline Inc. | 0.45% | 1,130,920 | $48.9M | Add +6.4% |
| PB Prosperity Bancshares Inc. | 0.45% | 799,085 | $48.9M | Add +1.8% |
| EGP Eastgroup Properties Inc. | 0.44% | 280,759 | $47.8M | Add +30.1% |
| CHRD Chord Energy Corp. | 0.44% | 283,745 | $47.6M | Reduce -16.0% |
| SIG Signet Jewelers Ltd. | 0.44% | 527,145 | $47.2M | Add +16.4% |
| KFRC Kforce Inc. | 0.43% | 756,788 | $47.0M | Add +3.3% |
| AXON Axon Enterprise Inc. | 0.43% | 157,094 | $46.2M | Add +53.2% |
| GATX Gatx Corp. | 0.42% | 347,451 | $46.0M | Add +6.4% |
| AGNC AGNC Investment Corp. | 0.42% | 4,807,050 | $45.9M | Add +6.4% |
| AMN Amn Healthcare Services Inc. | 0.42% | 887,785 | $45.5M | New |
| ONTO Onto Innovation Inc. | 0.41% | 202,425 | $44.4M | Add +24.6% |
| RUSHA Rush Enterprises Inc. Class A | 0.41% | 1,047,905 | $43.9M | Add +6.4% |
| LRN Stride Inc. | 0.40% | 615,420 | $43.4M | New |
| APO Apollo Global Management Inc. | 0.40% | 367,114 | $43.3M | Reduce -1.2% |
| UBSI United Bankshares Inc. | 0.40% | 1,334,931 | $43.3M | Add +1.8% |
| ASO Academy Sports & Outdoors Inc. | 0.40% | 808,250 | $43.0M | Add +17.6% |
| RXO Rxo Inc. | 0.39% | 1,628,080 | $42.6M | Add +1459.0% |
| EXR Extra Space Storage Inc. | 0.39% | 272,289 | $42.3M | Reduce -1.2% |
| UCTT Ultra Clean Holdings Inc. | 0.39% | 860,798 | $42.2M | Add +6.4% |
| BWXT BWX Technologies Inc. | 0.38% | 433,840 | $41.2M | Add +5.7% |
| TMDX Transmedics Group Inc. | 0.37% | 264,650 | $39.9M | New |
| WRBY Warby Parker Inc. Class A | 0.37% | 2,477,410 | $39.8M | Add +113.3% |
| RRC Range Resources Corp. | 0.37% | 1,186,310 | $39.8M | Add +26.2% |
| COTY Coty Inc. Class A | 0.37% | 3,955,557 | $39.6M | Add +24.6% |
| NVT Nvent Electric PLC | 0.37% | 517,100 | $39.6M | Reduce -1.2% |
| TFII Tfi International Inc. | 0.35% | 263,788 | $38.3M | Reduce -1.2% |
| MUR Murphy Oil Corp. | 0.35% | 927,005 | $38.2M | Reduce -18.1% |
| BRKR Bruker Corp. | 0.35% | 593,091 | $37.8M | Add +78.3% |
| MTDR Matador Resources Co. | 0.35% | 631,570 | $37.6M | Reduce -22.6% |
| FLS Flowserve Corp. | 0.34% | 771,316 | $37.1M | New |
| KMPR Kemper Corp. | 0.34% | 623,832 | $37.0M | Add +65.2% |
| MFA Mfa Financial Inc. | 0.33% | 3,385,867 | $36.0M | Add +6.5% |
| CACI Caci International Inc. Class A | 0.32% | 81,659 | $35.1M | Reduce -33.1% |
| FELE Franklin Electric Co. Inc. | 0.32% | 361,654 | $34.8M | Add +6.4% |
| FSS Federal Signal Corp. | 0.32% | 413,263 | $34.6M | Add +6.4% |
| CDW CDW Corp. | 0.32% | 152,819 | $34.2M | Add +8.8% |
| PTEN Patterson-Uti Energy Inc. | 0.31% | 3,261,662 | $33.8M | Add +6.5% |
| PFGC Performance Food Group Co. | 0.31% | 505,371 | $33.4M | Add +30.0% |
| ALLE Allegion PLC | 0.31% | 280,387 | $33.1M | Add +17.8% |
| AZO AutoZone Inc. | 0.30% | 11,000 | $32.6M | Add +89.0% |
| FTI Technipfmc PLC | 0.30% | 1,235,381 | $32.3M | Reduce -58.2% |
| POR Portland General Electric Co. | 0.29% | 729,825 | $31.6M | New |
| NSSC Napco Security Technologies | 0.29% | 606,440 | $31.5M | New |
| CCL Carnival Corp. | 0.29% | 1,666,260 | $31.2M | New |
| AZEK The Azek Co. Inc. | 0.29% | 734,446 | $30.9M | Add +15.9% |
| RGA Reinsurance Group of America | 0.28% | 145,227 | $29.8M | Reduce -34.9% |
| COR Cencora Inc. | 0.27% | 131,873 | $29.7M | Add +185.5% |
| A Agilent Technologies Inc. | 0.25% | 209,178 | $27.1M | Reduce -1.0% |
| MATV Mativ Holdings Inc. | 0.24% | 1,544,028 | $26.2M | Add +12.9% |
| ARES Ares Management Corp. Class A | 0.24% | 192,634 | $25.7M | Add +24.6% |
| SKX Skechers USA Inc. Class A | 0.24% | 371,249 | $25.7M | Reduce -69.9% |
| AVTR Avantor Inc. | 0.23% | 1,186,156 | $25.1M | Reduce -1.0% |
| MSCI MSCI Inc. | 0.23% | 52,081 | $25.1M | Reduce -43.8% |
| SITE Siteone Landscape Supply Inc. | 0.22% | 198,214 | $24.1M | Add +130.9% |
| EFX Equifax Inc. | 0.22% | 97,391 | $23.6M | Reduce -0.6% |
| HUBB Hubbell Inc. | 0.22% | 64,404 | $23.5M | Add +18.5% |
| CR Crane Co. | 0.21% | 158,140 | $22.9M | Reduce -1.2% |
| BBY Best Buy Co. Inc. | 0.21% | 269,350 | $22.7M | New |
| MSI Motorola Solutions Inc. | 0.19% | 54,210 | $20.9M | Reduce -1.2% |
| RJF Raymond James Financial Inc. | 0.19% | 163,141 | $20.2M | Reduce -28.5% |
| AME Ametek Inc. | 0.18% | 118,396 | $19.7M | Add +38.0% |
| JELD Jeld-Wen Holding Inc. | 0.17% | 1,335,245 | $18.0M | Add +319.9% |
| ATKR Atkore Inc. | 0.16% | 132,350 | $17.9M | New |
| BLDR Builders Firstsource Inc. | 0.16% | 127,430 | $17.6M | Add +687.1% |
| ALL Allstate Corp. | 0.13% | 91,262 | $14.6M | Reduce -71.0% |
| VST Vistra Corp. | 0.12% | 154,733 | $13.3M | Reduce -49.7% |
| FND Floor & Decor Holdings Inc. Class A | 0.11% | 124,706 | $12.4M | Reduce -1.2% |
| FANG Diamondback Energy Inc. | 0.11% | 61,913 | $12.4M | Reduce -81.1% |
| VRT Vertiv Holdings Co. Class A | 0.10% | 122,966 | $10.6M | Reduce -38.0% |
| OTIS Otis Worldwide Corp. | 0.09% | 101,998 | $9.8M | Reduce -39.4% |
| AVY Avery Dennison Corp. | 0.09% | 44,766 | $9.8M | Reduce -71.9% |
| VNSE Natixis Vaughn Nelson Select | 0.07% | 245,369 | $8.1M | Reduce -2.1% |
| IWN iShares Russell 2000 Value E | 0.06% | 42,730 | $6.5M | Reduce -14.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.05% | 413,165 | $5.3M | Add +499.9% |
| AVGO Broadcom Inc. | 0.04% | 2,395 | $3.8M | No change |
| MRK Merck & Co. Inc. | 0.03% | 30,175 | $3.7M | No change |
| ABBV Abbvie Inc. | 0.03% | 21,075 | $3.6M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 12,395 | $3.2M | Reduce -74.5% |
| KO The Coca-Cola Co. | 0.03% | 46,910 | $3.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 16,735 | $2.9M | No change |
| JNJ Johnson & Johnson | 0.03% | 19,690 | $2.9M | No change |
| MS Morgan Stanley | 0.03% | 29,040 | $2.8M | No change |
| BRO Brown & Brown Inc. | 0.03% | 31,105 | $2.8M | Add +27.3% |
| WFC Wells Fargo & Co. | 0.02% | 44,305 | $2.6M | No change |
| DUK Duke Energy Corp. | 0.02% | 25,850 | $2.6M | No change |
| CSCO Cisco Systems Inc. | 0.02% | 53,220 | $2.5M | No change |
| HD Home Depot Inc. | 0.02% | 7,205 | $2.5M | No change |
| CMI Cummins Inc. | 0.02% | 8,630 | $2.4M | No change |
| NTR Nutrien Ltd. | 0.02% | 43,130 | $2.2M | New |
| PFE Pfizer Inc. | 0.02% | 76,850 | $2.1M | No change |
| UPS United Parcel Service Class B | 0.02% | 14,880 | $2.0M | No change |
| VZ Verizon Communications Inc. | 0.02% | 48,370 | $2.0M | No change |
| BIO Bio-Rad Laboratories-A | 0.02% | 6,670 | $1.8M | Add +11.0% |
| CVS CVS Health Corp. | 0.02% | 29,365 | $1.7M | No change |
| EMR Emerson Electric Co. | 0.02% | 15,705 | $1.7M | No change |
| EPD Enterprise Products Partners | 0.01% | 55,760 | $1.6M | No change |
| PDD PDD Holdings Inc. | 0.01% | 12,155 | $1.6M | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.01% | 13,434 | $1.5M | No change |
| OKE Oneok Inc. | 0.01% | 17,378 | $1.4M | No change |
| META Meta Platforms Inc. Class A | 0.01% | 2,760 | $1.4M | New |
| CVX Chevron Corp. | 0.01% | 8,455 | $1.3M | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 2,770 | $1.2M | Reduce -35.0% |
| COP Conocophillips | 0.01% | 10,580 | $1.2M | No change |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 0.01% | 31,275 | $864K | No change |
| TME Tencent Music Entertainm-ADR | 0.01% | 56,463 | $793K | New |
| BIV Vanguard Intermediate-Term B | 0.01% | 9,963 | $746K | Reduce -17.3% |
| SUB iShares Short-Term National | 0.01% | 6,531 | $683K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 11,855 | $608K | No change |
| HIG Hartford Insurance Group Inc. | 0.01% | 5,465 | $549K | Reduce -3.1% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 6,230 | $478K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 5,915 | $457K | Reduce -8.5% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 4,915 | $393K | Reduce -9.6% |
| MUB iShares National Muni Bond E | 0.00% | 3,650 | $389K | No change |
| AUB Atlantic Union Bankshares Co. | 0.00% | 11,220 | $369K | Reduce -3.1% |
| YUMC Yum China Holdings Inc. | 0.00% | 11,450 | $353K | New |
| ARCC Ares Capital Corp. | 0.00% | 15,950 | $332K | No change |
| AAXJ iShares MSCI All Country Asi | 0.00% | 4,455 | $321K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 2,166 | $262K | Reduce -13.9% |
| INTC Intel Corp. | 0.00% | 7,600 | $235K | No change |
| D Dominion Energy Inc. | 0.00% | 4,600 | $225K | No change |
| IVV iShares Core S&P 500 ETF | 0.00% | 395 | $216K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 2,650 | $134K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 5,350 | $114K | No change |
| RTX RTX Corp. | 0.00% | 1,100 | $110K | No change |
| CLX Clorox Company | 0.00% | 700 | $96K | No change |
| AB Alliancebernstein Holding LP | 0.00% | 2,600 | $88K | No change |
| BSM Black Stone Minerals LP | 0.00% | 5,600 | $88K | No change |
| CCI Crown Castle Inc. | 0.00% | 750 | $73K | No change |
| ILF iShares Latin America 40 ETF | 0.00% | 2,610 | $65K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 875 | $51K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 205 | $40K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 80 | $19K | No change |
| AMLP Alerian MLP ETF | 0.00% | 139 | $7K | No change |