| NVDA Nvidia Corp. | 3.19% | 1,878,587 | $350.5M | Reduce -3.4% |
| MSFT Microsoft Corp. | 2.79% | 592,239 | $306.8M | Reduce -21.3% |
| AMZN Amazon.com Inc. | 2.72% | 1,363,595 | $299.4M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 2.57% | 1,162,121 | $282.5M | Reduce -3.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.32% | 912,955 | $255.0M | Reduce -3.9% |
| MPWR Monolithic Power Systems Inc. | 2.28% | 272,529 | $250.9M | Add +0.2% |
| META Meta Platforms Inc. Class A | 2.17% | 324,302 | $238.2M | Reduce -9.0% |
| JPM JPMorgan Chase & Co. | 2.02% | 704,821 | $222.3M | Reduce -3.2% |
| URI United Rentals Inc. | 2.02% | 232,318 | $221.8M | Add +15.1% |
| IWN iShares Russell 2000 Value E | 1.85% | 1,151,075 | $203.5M | Reduce -10.8% |
| LLY Eli Lilly & Co. | 1.83% | 264,360 | $201.7M | New |
| WAL Western Alliance Bancorp | 1.73% | 2,194,630 | $190.3M | Add +11.3% |
| ZION Zions Bancorp NA | 1.67% | 3,244,014 | $183.5M | Add +14.4% |
| COF Capital One Financial Corp. | 1.65% | 851,967 | $181.1M | Add +14.8% |
| SPOT Spotify Technology SA | 1.60% | 251,622 | $175.6M | Reduce -7.8% |
| ORLY O'reilly Automotive Inc. | 1.53% | 1,563,977 | $168.6M | Reduce -9.2% |
| COHR Coherent Corp. | 1.49% | 1,522,466 | $164.0M | Reduce -16.5% |
| ETN Eaton Corp. PLC | 1.37% | 401,507 | $150.3M | Reduce -8.3% |
| CWK Cushman & Wakefield UK Holdc | 1.36% | 9,397,534 | $149.6M | Reduce -22.7% |
| ICE Intercontinental Exchange Inc. | 1.35% | 884,162 | $149.0M | Add +15.0% |
| CMA Comerica Inc. | 1.29% | 2,063,212 | $141.4M | Reduce -6.2% |
| XYL Xylem Inc. | 1.26% | 938,996 | $138.5M | Reduce -3.3% |
| MSI Motorola Solutions Inc. | 1.23% | 296,362 | $135.5M | Reduce -3.3% |
| SHW The Sherwin-Williams Co. | 1.07% | 339,120 | $117.4M | Reduce -28.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 226,049 | $113.6M | Reduce -44.5% |
| LECO Lincoln Electric Holdings | 1.02% | 475,414 | $112.1M | Reduce -5.8% |
| ESI Element Solutions Inc. | 1.01% | 4,426,445 | $111.4M | Add +3.0% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 1.00% | 943,722 | $110.1M | Add +34.7% |
| CADE Cadence Bank | 1.00% | 2,931,570 | $110.1M | Add +1.2% |
| CFR Cullen/Frost Bankers Inc. | 0.96% | 831,752 | $105.4M | Add +3.1% |
| HXL Hexcel Corp. | 0.95% | 1,661,690 | $104.2M | Add +92.8% |
| CIEN Ciena Corp. | 0.95% | 713,696 | $104.0M | Reduce -42.2% |
| NOW ServiceNow Inc. | 0.94% | 111,963 | $103.0M | Reduce -36.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.92% | 886,364 | $101.5M | Reduce -3.2% |
| APAM Artisan Partners Asset Ma -A | 0.91% | 2,295,286 | $99.6M | Reduce -6.8% |
| VMI Valmont Industries | 0.89% | 253,735 | $98.4M | Add +35.1% |
| BLD Topbuild Corp. | 0.89% | 249,368 | $97.5M | Reduce -31.8% |
| MDLZ Mondelez International Inc. Class A | 0.86% | 1,522,194 | $95.1M | Add +17.8% |
| HII Huntington Ingalls Industrie | 0.85% | 324,545 | $93.4M | Reduce -13.7% |
| FCFS Firstcash Holdings Inc. | 0.84% | 584,487 | $92.6M | Add +1.3% |
| AMRZ Amrize Ltd. | 0.84% | 1,899,164 | $92.2M | New |
| PB Prosperity Bancshares Inc. | 0.83% | 1,373,974 | $91.2M | Add +8.2% |
| TDG Transdigm Group Inc. | 0.81% | 67,432 | $88.9M | Add +9.0% |
| SIGI Selective Insurance Group | 0.80% | 1,089,467 | $88.3M | Reduce -5.3% |
| CLH Clean Harbors Inc. | 0.77% | 362,730 | $84.2M | Add +41.9% |
| THG Hanover Insurance Group Inc./ | 0.76% | 459,540 | $83.5M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.75% | 251,275 | $82.9M | Add +0.1% |
| VVV Valvoline Inc. | 0.75% | 2,286,418 | $82.1M | Reduce -6.8% |
| SR Spire Inc. | 0.74% | 1,003,262 | $81.8M | Add +3.0% |
| EXE Expand Energy Corp. | 0.74% | 769,195 | $81.7M | Reduce -4.2% |
| GATX Gatx Corp. | 0.72% | 455,010 | $79.5M | Add +4.7% |
| HUBB Hubbell Inc. | 0.72% | 183,377 | $78.9M | Add +13.1% |
| WCC Wesco International Inc. | 0.71% | 368,030 | $77.8M | Reduce -9.3% |
| VMC Vulcan Materials Co. | 0.71% | 252,192 | $77.6M | Add +14.5% |
| EXP Eagle Materials Inc. | 0.70% | 329,645 | $76.8M | Add +7.4% |
| PVH PVH Corp. | 0.68% | 887,405 | $74.3M | New |
| XOM Exxon Mobil Corp. | 0.66% | 640,000 | $72.2M | Reduce -4.2% |
| JBTM JBT Marel Corp. | 0.64% | 504,925 | $70.9M | Reduce -27.2% |
| BRKR Bruker Corp. | 0.62% | 2,090,155 | $67.9M | Add +61.6% |
| WRBY Warby Parker Inc. Class A | 0.61% | 2,421,950 | $66.8M | Add +9.3% |
| HWKN Hawkins Inc. | 0.59% | 357,932 | $65.4M | Reduce -24.4% |
| STAG Stag Industrial Inc. | 0.59% | 1,834,569 | $64.7M | Reduce -13.1% |
| NWN Northwest Natural Holding Co. | 0.57% | 1,403,975 | $63.1M | Add +14.9% |
| RUSHA Rush Enterprises Inc. Class A | 0.57% | 1,179,236 | $63.1M | Add +14.4% |
| COKE Coca-Cola Consolidated Inc. | 0.57% | 537,640 | $63.0M | Add +136.9% |
| RSG Republic Services Inc. | 0.57% | 271,342 | $62.3M | Add +158.9% |
| SANM Sanmina Corp. | 0.56% | 538,150 | $61.9M | New |
| BURL Burlington Stores Inc. | 0.56% | 243,004 | $61.8M | Reduce -12.2% |
| AR Antero Resources Corp. | 0.56% | 1,842,643 | $61.8M | Reduce -14.2% |
| MUR Murphy Oil Corp. | 0.55% | 2,119,622 | $60.2M | Add +60.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.49% | 583,416 | $54.4M | Add +48.8% |
| CMC Commercial Metals Co. | 0.49% | 949,610 | $54.4M | New |
| CCC CCC Intelligent Solutions Ho | 0.49% | 5,943,980 | $54.1M | Add +22.9% |
| EVRG Evergy Inc. | 0.48% | 700,184 | $53.2M | Add +23.5% |
| MOH Molina Healthcare Inc. | 0.48% | 275,990 | $52.8M | New |
| GIL Gildan Activewear Inc. | 0.47% | 900,760 | $52.1M | Reduce -30.9% |
| MLI Mueller Industries Inc. | 0.47% | 512,205 | $51.8M | New |
| MTDR Matador Resources Co. | 0.45% | 1,100,805 | $49.5M | Add +64.3% |
| OWL Blue Owl Capital Inc. | 0.45% | 2,915,985 | $49.4M | Add +85.0% |
| PR Permian Resources Corp. Class A | 0.44% | 3,788,871 | $48.5M | Add +62.6% |
| WEC WEC Energy Group Inc. | 0.44% | 419,574 | $48.1M | Add +13.5% |
| TNET Trinet Group Inc. | 0.44% | 715,840 | $47.9M | Add +10.4% |
| LNT Alliant Energy Corp. | 0.43% | 706,575 | $47.6M | Add +15.3% |
| CMS CMS Energy Corp. | 0.42% | 630,599 | $46.2M | Add +17.3% |
| BBWI Bath & Body Works Inc. | 0.39% | 1,673,625 | $43.1M | New |
| MAS Masco Corp. | 0.39% | 607,655 | $42.8M | New |
| CSW CSW Industrials Inc. | 0.38% | 172,040 | $41.8M | New |
| FND Floor & Decor Holdings Inc. Class A | 0.37% | 558,554 | $41.2M | Add +30.4% |
| HLIO Helios Technologies Inc. | 0.37% | 775,417 | $40.4M | Add +28.1% |
| MRVL Marvell Technology Inc. | 0.36% | 471,824 | $39.7M | Reduce -12.9% |
| AXON Axon Enterprise Inc. | 0.36% | 55,007 | $39.5M | Reduce -20.6% |
| NUE Nucor Corp. | 0.36% | 289,990 | $39.3M | New |
| RRR Red Rock Resorts Inc. Class A | 0.36% | 642,038 | $39.2M | Reduce -63.8% |
| TMHC Taylor Morrison Home Corp. | 0.35% | 578,540 | $38.2M | New |
| HOOD Robinhood Markets Inc. Class A | 0.34% | 264,130 | $37.8M | New |
| MTH Meritage Homes Corp. | 0.34% | 517,430 | $37.5M | New |
| ACA Arcosa Inc. | 0.34% | 395,205 | $37.0M | New |
| TOL Toll Brothers Inc. | 0.34% | 268,001 | $37.0M | Add +0.5% |
| SYF Synchrony Financial | 0.33% | 510,861 | $36.3M | Reduce -15.6% |
| GXO Gxo Logistics Inc. | 0.33% | 685,510 | $36.3M | Reduce -59.0% |
| FLS Flowserve Corp. | 0.32% | 662,685 | $35.2M | Add +32.2% |
| NDAQ Nasdaq Inc. | 0.31% | 379,744 | $33.6M | Reduce -4.0% |
| PFGC Performance Food Group Co. | 0.30% | 320,421 | $33.3M | Reduce -40.3% |
| PH Parker Hannifin Corp. | 0.30% | 43,107 | $32.7M | Reduce -4.2% |
| TREX Trex Company Inc. | 0.30% | 628,708 | $32.5M | Add +127.0% |
| WTS Watts Water Technologies-A | 0.27% | 106,340 | $29.7M | Reduce -48.1% |
| IBP Installed Building Products | 0.27% | 119,831 | $29.6M | Reduce -79.8% |
| AZO AutoZone Inc. | 0.26% | 6,540 | $28.1M | Reduce -42.3% |
| DHI D.R. Horton Inc. | 0.25% | 164,463 | $27.9M | Reduce -19.5% |
| CR Crane Co. | 0.25% | 148,392 | $27.3M | Reduce -4.4% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 88,955 | $26.8M | No change |
| AME Ametek Inc. | 0.24% | 140,001 | $26.3M | Reduce -4.0% |
| ROK Rockwell Automation Inc. | 0.23% | 71,956 | $25.2M | Reduce -26.9% |
| XPO Xpo Inc. | 0.23% | 194,099 | $25.1M | Reduce -5.0% |
| SN Sharkninja Inc. | 0.22% | 239,810 | $24.7M | New |
| FTI Technipfmc PLC | 0.22% | 614,608 | $24.2M | Reduce -6.9% |
| A Agilent Technologies Inc. | 0.21% | 181,992 | $23.4M | Add +25.2% |
| ALLE Allegion PLC | 0.21% | 127,736 | $22.7M | Reduce -4.0% |
| NE Noble Corp. PLC | 0.20% | 770,210 | $21.8M | New |
| FAF First American Financial | 0.19% | 327,340 | $21.0M | New |
| AEO American Eagle Outfitters | 0.19% | 1,204,066 | $20.6M | Reduce -47.8% |
| GEV GE Vernova Inc. | 0.19% | 33,324 | $20.5M | Reduce -58.9% |
| FN Fabrinet | 0.18% | 54,104 | $19.7M | Reduce -59.4% |
| LUMN Lumen Technologies Inc. | 0.17% | 3,012,932 | $18.4M | New |
| ARES Ares Management Corp. Class A | 0.17% | 115,262 | $18.4M | Add +22.2% |
| TLN Talen Energy Corp. | 0.16% | 40,480 | $17.2M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.15% | 227,585 | $16.8M | New |
| VRT Vertiv Holdings Co. Class A | 0.15% | 106,673 | $16.1M | Reduce -61.5% |
| BLDR Builders Firstsource Inc. | 0.11% | 102,135 | $12.4M | Add +1054.7% |
| CCL Carnival Corp. | 0.11% | 406,118 | $11.7M | Reduce -4.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.11% | 728,590 | $11.7M | Add +18.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.10% | 34,462 | $11.2M | Reduce -4.1% |
| VST Vistra Corp. | 0.09% | 50,911 | $10.0M | Reduce -76.0% |
| VNSE Natixis Vaughn Nelson Select | 0.08% | 220,868 | $8.5M | Reduce -7.2% |
| AU Anglogold Ashanti PLC | 0.07% | 109,950 | $7.7M | New |
| CRUS Cirrus Logic Inc. | 0.07% | 60,066 | $7.5M | New |
| SSNC Ss&c Technologies Holdings | 0.07% | 81,093 | $7.2M | Reduce -42.3% |
| KOS Kosmos Energy Ltd. | 0.06% | 4,008,525 | $6.7M | No change |
| MELI MercadoLibre Inc. | 0.05% | 2,307 | $5.4M | Add +2.2% |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.05% | 216,175 | $5.3M | Add +24.8% |
| BRO Brown & Brown Inc. | 0.04% | 52,225 | $4.9M | Add +79.3% |
| ABBV Abbvie Inc. | 0.04% | 21,135 | $4.9M | No change |
| TYL Tyler Technologies Inc. | 0.04% | 8,890 | $4.7M | Reduce -88.8% |
| WAB Wabtec Corp. | 0.04% | 21,850 | $4.4M | Reduce -90.2% |
| MS Morgan Stanley | 0.04% | 26,790 | $4.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 14,900 | $4.2M | No change |
| TW Tradeweb Markets Inc. Class A | 0.04% | 36,065 | $4.0M | Reduce -91.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 12,395 | $3.8M | No change |
| WFC Wells Fargo & Co. | 0.03% | 44,305 | $3.7M | No change |
| NVT Nvent Electric PLC | 0.03% | 37,510 | $3.7M | Reduce -14.9% |
| JNJ Johnson & Johnson | 0.03% | 19,690 | $3.7M | No change |
| CMI Cummins Inc. | 0.03% | 8,630 | $3.6M | No change |
| CSCO Cisco Systems Inc. | 0.03% | 53,220 | $3.6M | No change |
| DUK Duke Energy Corp. | 0.03% | 25,850 | $3.2M | No change |
| KO The Coca-Cola Co. | 0.03% | 46,910 | $3.1M | No change |
| HD Home Depot Inc. | 0.03% | 7,405 | $3.0M | No change |
| CVS CVS Health Corp. | 0.02% | 34,285 | $2.6M | No change |
| MRK Merck & Co. Inc. | 0.02% | 30,250 | $2.5M | No change |
| RRC Range Resources Corp. | 0.02% | 65,185 | $2.5M | Reduce -87.9% |
| KDP Keurig Dr Pepper Inc. | 0.02% | 90,795 | $2.3M | Add +44.6% |
| PFE Pfizer Inc. | 0.02% | 88,670 | $2.3M | No change |
| VZ Verizon Communications Inc. | 0.02% | 48,370 | $2.1M | No change |
| EMR Emerson Electric Co. | 0.02% | 15,705 | $2.1M | No change |
| EOG EOG Resources Inc. | 0.02% | 18,275 | $2.0M | Add +0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 23,726 | $1.8M | New |
| EPD Enterprise Products Partners | 0.02% | 55,760 | $1.7M | No change |
| UPS United Parcel Service Class B | 0.01% | 16,940 | $1.4M | No change |
| CVX Chevron Corp. | 0.01% | 8,455 | $1.3M | No change |
| OKE Oneok Inc. | 0.01% | 17,378 | $1.3M | No change |
| NMRK Newmark Group Inc. Class A | 0.01% | 65,985 | $1.2M | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 2,650 | $1.2M | New |
| HSAI Hesai Group | 0.01% | 39,740 | $1.1M | New |
| COP Conocophillips | 0.01% | 10,580 | $1.0M | No change |
| BIV Vanguard Intermediate-Term B | 0.01% | 11,486 | $897K | No change |
| SUB iShares Short-Term National | 0.01% | 7,096 | $758K | Add +2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 11,855 | $641K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 5,925 | $468K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 5,615 | $449K | Reduce -5.1% |
| MUB iShares National Muni Bond E | 0.00% | 4,045 | $431K | Add +3.7% |
| AAXJ iShares MSCI All Country Asi | 0.00% | 4,455 | $406K | No change |
| ARCC Ares Capital Corp. | 0.00% | 15,950 | $326K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 3,705 | $312K | Reduce -26.6% |
| D Dominion Energy Inc. | 0.00% | 4,600 | $281K | No change |
| IVV iShares Core S&P 500 ETF | 0.00% | 375 | $251K | Reduce -5.1% |
| RTX RTX Corp. | 0.00% | 1,100 | $184K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 2,650 | $169K | No change |
| INTC Intel Corp. | 0.00% | 4,225 | $142K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 5,350 | $122K | No change |
| AB Alliancebernstein Holding LP | 0.00% | 2,600 | $99K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 690 | $96K | Add +50.0% |
| EXR Extra Space Storage Inc. | 0.00% | 625 | $88K | Reduce -99.5% |
| CLX Clorox Company | 0.00% | 700 | $86K | No change |
| ILF iShares Latin America 40 ETF | 0.00% | 2,610 | $75K | No change |
| BSM Black Stone Minerals LP | 0.00% | 5,600 | $74K | No change |
| CCI Crown Castle Inc. | 0.00% | 750 | $72K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 205 | $50K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 80 | $23K | No change |
| AMLP Alerian MLP ETF | 0.00% | 139 | $7K | No change |