| B Barrick Gold Corp. | 4.69% | 553,820 | $11.0M | Reduce -19.0% |
| WFC Wells Fargo & Co. | 4.08% | 169,510 | $9.6M | No change |
| FCX Freeport-McMoran Inc. | 3.79% | 178,290 | $8.9M | No change |
| MU Micron Technology Inc. | 3.62% | 82,000 | $8.5M | Add +34.4% |
| AMD Advanced Micro Devices | 3.48% | 49,800 | $8.2M | No change |
| MRVL Marvell Technology Inc. | 3.19% | 104,000 | $7.5M | No change |
| AMAT Applied Materials Inc. | 3.14% | 36,500 | $7.4M | No change |
| META Meta Platforms Inc. Class A | 3.13% | 12,845 | $7.4M | Reduce -45.0% |
| SBLK Star Bulk Carriers Corp. | 2.97% | 295,000 | $7.0M | No change |
| GTLS Chart Industries Inc. | 2.88% | 54,603 | $6.8M | No change |
| SILV Silvercrest Metals Inc. | 2.37% | 600,000 | $5.6M | Add +34.0% |
| GOOGL Alphabet Inc. Class A | 2.30% | 32,540 | $5.4M | No change |
| AEM Agnico Eagle Mines Ltd. | 2.08% | 60,740 | $4.9M | No change |
| QCOM Qualcomm Inc. | 2.00% | 27,700 | $4.7M | No change |
| COHR Coherent Corp. | 1.95% | 51,500 | $4.6M | No change |
| MBUU Malibu Boats Inc. Class A | 1.84% | 111,250 | $4.3M | No change |
| NVDA Nvidia Corp. | 1.76% | 34,000 | $4.1M | Reduce -61.8% |
| COP Conocophillips | 1.70% | 38,000 | $4.0M | No change |
| LOGI Logitech International-Reg | 1.59% | 41,814 | $3.7M | Reduce -8.0% |
| ENPH Enphase Energy Inc. | 1.54% | 32,050 | $3.6M | No change |
| NBIX Neurocrine Biosciences Inc. | 1.49% | 30,400 | $3.5M | No change |
| AMZN Amazon.com Inc. | 1.35% | 17,000 | $3.2M | No change |
| DIN Dine Brands Global Inc. | 1.12% | 84,300 | $2.6M | No change |
| ARRY Array Technologies Inc. | 0.97% | 346,000 | $2.3M | No change |
| AA Alcoa Corp. | 0.82% | 50,000 | $1.9M | No change |
| NRIX Nurix Therapeutics Inc. | 0.81% | 85,000 | $1.9M | No change |
| SWK Stanley Black & Decker Inc. | 0.72% | 15,314 | $1.7M | Add +5.9% |
| KVUE Kenvue Inc. | 0.72% | 72,810 | $1.7M | Add +7.5% |
| CLX Clorox Company | 0.69% | 9,962 | $1.6M | Add +10.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.69% | 14,665 | $1.6M | Reduce -21.4% |
| MCD McDonald's Corp. | 0.68% | 5,221 | $1.6M | Add +10.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 7,189 | $1.6M | Reduce -0.1% |
| AFL Aflac Inc. | 0.67% | 14,053 | $1.6M | Reduce -10.3% |
| LOW Lowe's Cos Inc. | 0.66% | 5,711 | $1.5M | Add +1.7% |
| PNR Pentair PLC | 0.66% | 15,787 | $1.5M | Reduce -5.6% |
| CAT Caterpillar Inc. | 0.66% | 3,937 | $1.5M | Add +9.0% |
| SHW The Sherwin-Williams Co. | 0.65% | 3,985 | $1.5M | Reduce -8.2% |
| APD Air Products & Chemicals Inc. | 0.64% | 5,084 | $1.5M | Reduce -9.4% |
| WMT Walmart Inc. | 0.64% | 18,739 | $1.5M | Reduce -15.6% |
| CAH Cardinal Health Inc. | 0.64% | 13,680 | $1.5M | Add +7.8% |
| CINF Cincinnati Financial Corp. | 0.64% | 11,022 | $1.5M | Add +1.5% |
| MDT Medtronic PLC | 0.63% | 16,543 | $1.5M | Add +2.5% |
| BF.B Brown-Forman Corp. Class B | 0.63% | 30,260 | $1.5M | Add +13.9% |
| AMCR Amcor PLC | 0.63% | 131,245 | $1.5M | Reduce -10.2% |
| NEE Nextera Energy Inc. | 0.63% | 17,543 | $1.5M | Reduce -11.5% |
| ABBV Abbvie Inc. | 0.63% | 7,508 | $1.5M | Reduce -3.0% |
| ADP Automatic Data Processing | 0.63% | 5,354 | $1.5M | Add +0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.63% | 1,419 | $1.5M | Add +3.4% |
| NDSN Nordson Corp. | 0.63% | 5,606 | $1.5M | Add +12.0% |
| AOS Smith (a.o.) Corp. | 0.63% | 16,381 | $1.5M | Add +9.8% |
| CB Chubb Ltd. | 0.62% | 5,087 | $1.5M | Reduce -3.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.62% | 17,822 | $1.5M | Add +1.9% |
| O Realty Income Corp. | 0.62% | 23,104 | $1.5M | Reduce -6.0% |
| ATO Atmos Energy Corp. | 0.62% | 10,508 | $1.5M | Reduce -5.7% |
| SYY Sysco Corp. | 0.62% | 18,581 | $1.5M | Add +9.0% |
| ITW Illinois Tool Works | 0.62% | 5,528 | $1.4M | Add +5.6% |
| KO The Coca-Cola Co. | 0.61% | 20,103 | $1.4M | Reduce -7.1% |
| CTAS Cintas Corp. | 0.61% | 7,016 | $1.4M | Reduce -10.9% |
| DOV Dover Corp. | 0.61% | 7,503 | $1.4M | Reduce -1.5% |
| ED Consolidated Edison Inc. | 0.61% | 13,798 | $1.4M | Reduce -2.4% |
| CL Colgate-Palmolive Co. | 0.60% | 13,695 | $1.4M | Reduce -7.5% |
| LIN Linde PLC | 0.60% | 2,981 | $1.4M | Add +1.1% |
| SPGI S&P Global Inc. | 0.60% | 2,747 | $1.4M | Reduce -13.4% |
| ARVN Arvinas Inc. | 0.60% | 57,500 | $1.4M | No change |
| TGT Target Corp. | 0.60% | 9,033 | $1.4M | Add +14.7% |
| ABT Abbott Laboratories | 0.60% | 12,334 | $1.4M | Add +1.2% |
| BRO Brown & Brown Inc. | 0.60% | 13,560 | $1.4M | Reduce -14.3% |
| FAST Fastenal Co. | 0.60% | 19,655 | $1.4M | Add +1.1% |
| EXPD Expeditors Intl Wash Inc. | 0.60% | 10,666 | $1.4M | Reduce -8.1% |
| PPG PPG Industries Inc. | 0.60% | 10,563 | $1.4M | Add +5.0% |
| ROP Roper Technologies Inc. | 0.59% | 2,487 | $1.4M | Add +2.3% |
| CHD Church & Dwight Co. Inc. | 0.59% | 13,183 | $1.4M | Add +7.2% |
| ALB Albemarle Corp. | 0.59% | 14,557 | $1.4M | Add +26.7% |
| ECL Ecolab Inc. | 0.59% | 5,390 | $1.4M | Reduce -9.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.58% | 11,329 | $1.4M | Add +1.6% |
| JNJ Johnson & Johnson | 0.58% | 8,465 | $1.4M | Reduce -3.5% |
| ESS Essex Property Trust Inc. | 0.58% | 4,626 | $1.4M | Reduce -14.6% |
| PG The Procter & Gamble Co. | 0.58% | 7,875 | $1.4M | Reduce -3.0% |
| GPC Genuine Parts Co. | 0.58% | 9,746 | $1.4M | Add +21.4% |
| BDX Becton Dickinson and Co. | 0.57% | 5,574 | $1.3M | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.57% | 9,415 | $1.3M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.57% | 7,867 | $1.3M | Add +2.7% |
| HRL Hormel Foods Corp. | 0.57% | 41,985 | $1.3M | Add +12.5% |
| NUE Nucor Corp. | 0.55% | 8,547 | $1.3M | Add +13.8% |
| EMR Emerson Electric Co. | 0.54% | 11,597 | $1.3M | Reduce -3.0% |
| ADM Archer-Daniels-Midland Co. | 0.54% | 21,117 | $1.3M | Reduce -0.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.54% | 11,566 | $1.3M | Reduce -1.3% |
| CVX Chevron Corp. | 0.53% | 8,531 | $1.3M | Add +5.9% |
| WST West Pharmaceutical Services | 0.52% | 4,086 | $1.2M | Add +21.5% |
| BEN Franklin Templeton Inc. | 0.50% | 57,821 | $1.2M | Add +11.7% |
| CCCC C4 Therapeutics Inc. | 0.21% | 85,000 | $485K | No change |