Cross-manager
Summary
133 of 137 filed constant set 132 2024 Q1 → 2024 Q2 dollar-sum holdings as of 30 Jun 2024 as of today
2024 Q2
133 of 137 filedsectors · dollar-sum
?
Quarter-aligned featured master book. Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.
Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.
Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.
| include | sector | mix |
|---|---|---|
| Communication Services | 8.7% | |
| Consumer Discretionary | 9.8% | |
| Consumer Staples | 5.2% | |
| Energy | 6.2% | |
| Financials | 22.4% | |
| Health Care | 10.1% | |
| Industrials | 9.6% | |
| Information Technology | 24.0% | |
| Materials | 1.5% | |
| Real Estate | 1.5% | |
| Utilities | 1.1% |
95.0% of full AUM is mapped unmapped 3.3% all names
2024 Q1 → 2024 Q2 up down
1 new in 2024 Q2
excluded from Δ: Altarock Partners.
| sector | 2024 Q1 | 2024 Q2 | Δ | $ 2024 Q2 |
|---|---|---|---|---|
| Communication Services | 8.2% | 8.7% | +0.50% | $113B |
| Consumer Discretionary | 9.2% | 9.8% | +0.56% | $127B |
| Consumer Staples | 5.3% | 5.2% | −0.08% | $67.8B |
| Energy | 6.1% | 6.2% | +0.10% | $80.4B |
| Financials | 21.9% | 22.4% | +0.47% | $291.4B |
| Health Care | 9.9% | 10.1% | +0.19% | $131.8B |
| Industrials | 9.3% | 9.6% | +0.32% | $124.9B |
| Information Technology | 26.2% | 24.0% | −2.17% | $312.1B |
| Materials | 1.5% | 1.5% | +0.01% | $19.9B |
| Real Estate | 1.5% | 1.5% | −0.06% | $19.1B |
| Utilities | 0.92% | 1.1% | +0.16% | $14B |
?
Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Names lead with |Δ|. Among owners is holders only. Dollars across the constant set. GOOG / GOOGL is one name; holders stay per class. Add/Reduce on a grouped row is —. Check sectors to mix names.
Industrials · 241 shown · 133 of 137 filed · dollar-sum
| ticker | issuer | owners | weight | among owners | Δ weight | new | add | reduce | exit |
|---|---|---|---|---|---|---|---|---|---|
| LOAR | Loar Holdings Inc. |
4 |
0.15% | 10.1% | +0.15% | 4 | 0 | 0 | 0 |
| GEV | Ge Vernova Inc. |
11 |
0.14% | 2.3% | +0.13% | 10 | 1 | 0 | 0 |
| GE | Ge Aerospace |
12 |
0.87% | 4.9% | −0.11% | 1 | 3 | 7 | 9 |
| JCI | Johnson Controls International PLC |
5 |
0.44% | 1.7% | +0.07% | 2 | 2 | 1 | 0 |
| CNI | Canadian Natl Ry Co. |
5 |
0.85% | 6.0% | −0.06% | 1 | 1 | 1 | 1 |
| FER | Ferrovial Se |
1 |
0.05% | 1.8% | +0.05% | 1 | 0 | 0 | 0 |
| DAL | Delta Air Lines Inc. Del |
8 |
0.14% | 1.1% | +0.04% | 2 | 4 | 2 | 0 |
| JBHT | Hunt J B Trans Svcs Inc. |
1 |
0.01% | 1.4% | −0.03% | 0 | 0 | 1 | 1 |
| UAL | United Airls Hldgs Inc. |
3 |
0.04% | 1.9% | +0.03% | 1 | 1 | 1 | 1 |
| FDX | Fedex Corp. |
13 |
0.38% | 2.1% | +0.03% | 1 | 3 | 8 | 1 |
| WM | Waste Mgmt Inc. Del |
4 |
0.57% | 4.6% | +0.03% | 1 | 1 | 1 | 0 |
| UBER | Uber Technologies Inc. |
22 |
0.23% | 2.8% | +0.03% | 4 | 11 | 4 | 2 |
| EFX | Equifax Inc. |
11 |
0.13% | 1.2% | +0.03% | 0 | 4 | 4 | 0 |
| RTX | Rtx Corp. |
12 |
0.41% | 0.78% | +0.03% | 0 | 1 | 7 | 1 |
| NSC | Norfolk Southern Corp. |
7 |
0.18% | 0.79% | +0.03% | 0 | 3 | 2 | 2 |
| UNP | Union Pac Corp. |
12 |
0.06% | 1.7% | −0.03% | 0 | 3 | 6 | 2 |
| CSX | Csx Corp. |
5 |
0.06% | 2.4% | −0.03% | 0 | 2 | 2 | 1 |
| CP | Canadian Pacific Kansas City |
9 |
0.55% | 6.6% | −0.02% | 1 | 3 | 4 | 1 |
| DE | Deere & Co. |
10 |
0.26% | 1.3% | +0.02% | 1 | 2 | 4 | 0 |
| WAB | Wabtec |
5 |
0.04% | 1.4% | −0.02% | 0 | 0 | 5 | 1 |
| CNH | Cnh Indl N V |
6 |
0.13% | 2.4% | −0.02% | 0 | 5 | 1 | 2 |
| HEI | Heico Corp. New |
9 |
0.05% | 1.1% | +0.02% | 2 | — | — | 0 |
| CE | Celanese Corp. |
4 |
0.10% | 0.86% | −0.02% | 0 | 1 | 2 | 0 |
| HWM | Howmet Aerospace Inc. |
6 |
0.04% | 0.86% | +0.02% | 2 | 1 | 2 | 2 |
| TFPM | Triple Flag Precious Metal |
2 |
0.15% | 6.0% | +0.02% | 0 | 1 | 0 | 0 |
| CHRW | C H Robinson Worldwide Inc. |
5 |
0.08% | 0.68% | +0.02% | 1 | 1 | 3 | 0 |
| ODFL | Old Dominion Freight Line In |
5 |
0.02% | 1.3% | +0.01% | 1 | 3 | 1 | 0 |
| MMM | 3M Co. |
10 |
0.02% | 0.16% | +0.01% | 2 | 1 | 3 | 1 |
| LUV | Southwest Airls Co. |
2 |
0.01% | 0.99% | +0.01% | 1 | 0 | 1 | 1 |
| BIO | Bio Rad Labs Inc. |
5 |
0.02% | 1.0% | +0.01% | 0 | 4 | 1 | 0 |
| AVTR | Avantor, Inc. |
7 |
0.12% | 1.2% | −0.01% | 1 | 3 | 3 | 0 |
| VRT | Vertiv Holdings Co. |
7 |
0.11% | 5.2% | −0.01% | 0 | 2 | 4 | 3 |
| VVV | Valvoline Inc. |
2 |
<0.01% | 0.22% | −0.01% | 1 | 0 | 1 | 1 |
| PVH | Pvh Corporation |
3 |
0.05% | 2.6% | −0.01% | 0 | 2 | 1 | 0 |
| ST | Sensata Technologies Hldg Pl |
5 |
0.01% | 0.95% | +0.01% | 2 | 1 | 2 | 0 |
| MAS | Masco Corp. |
3 |
0.04% | 0.62% | −0.01% | 0 | 1 | 2 | 0 |
| VRSK | Verisk Analytics Inc. |
9 |
0.05% | 0.53% | +0.01% | 0 | 2 | 5 | 0 |
| ETN | Eaton Corp. PLC |
5 |
0.10% | 1.4% | +0.01% | 1 | 1 | 1 | 2 |
| FERG | Ferguson PLC New |
7 |
0.11% | 2.6% | −0.01% | 0 | 4 | 3 | 2 |
| CAT | Caterpillar Inc. |
8 |
0.19% | 0.79% | −0.01% | 0 | 2 | 4 | 1 |
| CARR | Carrier Global Corp. |
5 |
0.07% | 0.29% | +0.01% | 0 | 1 | 3 | 1 |
| FAST | Fastenal Co. |
6 |
0.04% | 2.4% | −0.01% | 1 | 1 | 2 | 0 |
| LI | Li Auto Inc. |
0 |
<0.01% | — | −0.01% | 0 | 0 | 0 | 2 |
| PACB | Pacific Biosciences Of Califor |
4 |
<0.01% | 0.11% | −0.01% | 0 | 1 | 2 | 1 |
| REZI | Resideo Technologies Inc. |
3 |
0.02% | 0.76% | −0.01% | 0 | 0 | 2 | 0 |
| GD | General Dynamics Corp. |
9 |
0.10% | 0.99% | +0.01% | 0 | 1 | 3 | 1 |
| GGG | Graco Inc. |
3 |
0.04% | 1.3% | −0.01% | 0 | 0 | 3 | 0 |
| KNX | Knight-Swift Transn Hldgs In |
2 |
<0.01% | 0.71% | −0.01% | 0 | 2 | 0 | 1 |
| TDG | Transdigm Group Inc. |
6 |
0.05% | 5.7% | −0.01% | 1 | 1 | 2 | 1 |
| RIVN | Rivian Automotive Inc. |
2 |
<0.01% | 0.04% | −0.01% | 0 | 0 | 2 | 1 |
| OLN | Olin Corp. |
3 |
0.03% | 2.3% | −0.01% | 0 | 1 | 2 | 0 |
| NWL | Newell Brands Inc. |
1 |
0.02% | 1.2% | −0.01% | 0 | 0 | 1 | 0 |
| OTIS | Otis Worldwide Ord |
4 |
0.04% | 0.63% | −0.01% | 0 | 1 | 2 | 1 |
| FMC | Fmc Corp. |
3 |
0.02% | 3.0% | +0.00% | 2 | 1 | 0 | 0 |
| PCAR | Paccar Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 2 |
| MTZ | Mastec Inc. |
2 |
<0.01% | 2.4% | +0.00% | 1 | 0 | 1 | 1 |
| NOC | Northrop Grumman Corp. |
2 |
0.08% | 1.5% | −0.00% | 0 | 0 | 2 | 1 |
| STLA | Stellantis N.v |
4 |
0.01% | 7.3% | −0.00% | 0 | 1 | 2 | 2 |
| LAB | Standard Biotools Inc. |
3 |
<0.01% | 0.20% | −0.00% | 0 | 0 | 1 | 0 |
| ENTG | Entegris Inc. |
5 |
0.05% | 1.0% | +0.00% | 0 | 3 | 2 | 0 |
| VFC | Vf Corp. |
3 |
0.05% | 4.5% | +0.00% | 1 | 1 | 0 | 0 |
| URI | United Rentals, Inc. |
6 |
0.03% | 1.7% | −0.00% | 0 | 2 | 3 | 1 |
| MBUU | Malibu Boats Inc. |
1 |
<0.01% | 0.18% | +0.00% | 1 | 0 | 0 | 0 |
| ADP | Automatic Data Processing |
5 |
0.14% | 1.9% | −0.00% | 0 | 1 | 4 | 1 |
| WSC | Willscot Mobile Mini Holding |
2 |
0.02% | 4.1% | +0.00% | 1 | 1 | 0 | 2 |
| RBC | Rbc Bearings Inc. |
3 |
0.05% | 2.0% | +0.00% | 0 | 2 | 1 | 0 |
| GOLD | Barrick Gold Corp. |
4 |
0.08% | 1.2% | +0.00% | 0 | — | — | 1 |
| EXPD | Expeditors Intl Wash Inc. |
3 |
0.03% | 0.33% | +0.00% | 1 | 1 | 1 | 0 |
| FLS | Flowserve Corp. |
4 |
0.04% | 2.1% | +0.00% | 0 | 1 | 3 | 0 |
| TXG | 10X Genomics Inc. |
2 |
0.01% | 0.81% | −0.00% | 0 | 1 | 0 | 0 |
| TECK | Teck Resources Ltd., Class B |
7 |
0.09% | 1.5% | −0.00% | 0 | 1 | 6 | 1 |
| J | Jacobs Solutions Inc. |
4 |
0.05% | 2.8% | −0.00% | 0 | 1 | 3 | 0 |
| BA | Boeing Co. |
5 |
<0.01% | 0.69% | −0.00% | 1 | 2 | 2 | 3 |
| ATI | Ati Inc. |
3 |
<0.01% | 0.86% | +0.00% | 1 | 1 | 1 | 0 |
| EMR | Emerson Elec Co. |
7 |
<0.01% | 0.64% | −0.00% | 1 | 0 | 5 | 1 |
| BC | Brunswick Corp. |
3 |
0.01% | 0.27% | −0.00% | 0 | 1 | 2 | 0 |
| RGLD | Royal Gold Inc. |
3 |
0.03% | 1.5% | +0.00% | 0 | 2 | 1 | 0 |
| LDOS | Leidos Holdings Inc. |
1 |
<0.01% | 0.26% | −0.00% | 0 | 0 | 1 | 0 |
| CSL | Carlisle Cos Inc. |
2 |
<0.01% | 0.01% | −0.00% | 1 | 0 | 1 | 2 |
| ROL | Rollins Inc. |
4 |
0.03% | 0.65% | +0.00% | 0 | 1 | 3 | 0 |
| CGNX | Cognex Corp. |
3 |
0.02% | 3.3% | +0.00% | 0 | 1 | 1 | 0 |
| THO | Thor Inds Inc. |
2 |
0.02% | 0.46% | −0.00% | 0 | 1 | 0 | 1 |
| ONTO | Onto Innovation Inc. |
2 |
<0.01% | 5.2% | +0.00% | 0 | 1 | 1 | 0 |
| ACHR | Archer Aviation Inc. |
1 |
<0.01% | 0.80% | −0.00% | 0 | 0 | 1 | 0 |
| PLOW | Douglas Dynamics Inc. |
2 |
<0.01% | 0.21% | +0.00% | 1 | 1 | 0 | 0 |
| RS | Reliance, Inc. |
2 |
0.02% | 1.3% | −0.00% | 0 | 1 | 1 | 0 |
| FLR | Fluor Corp. New |
1 |
<0.01% | 1.5% | +0.00% | 1 | 0 | 0 | 0 |
| CRS | Carpenter Technology Corp. |
4 |
<0.01% | 0.82% | +0.00% | 2 | 0 | 2 | 0 |
| HXL | Hexcel Corp. New |
4 |
<0.01% | 0.38% | +0.00% | 1 | 1 | 1 | 1 |
| IR | Ingersoll Rand Inc. |
2 |
<0.01% | 0.45% | −0.00% | 0 | 0 | 2 | 0 |
| CX | Cemex Sab De Cv |
2 |
<0.01% | 0.75% | −0.00% | 0 | 2 | 0 | 0 |
| PH | Parker-Hannifin Corp. |
3 |
<0.01% | 0.12% | −0.00% | 1 | 0 | 1 | 2 |
| NVT | Nvent Electric PLC |
2 |
0.02% | 1.3% | −0.00% | 0 | 0 | 2 | 0 |
| RRX | Regal Rexnord Corporation |
2 |
0.02% | 2.3% | −0.00% | 0 | 2 | 0 | 1 |
| ESI | Element Solutions Inc. |
1 |
0.01% | 3.4% | −0.00% | 0 | 0 | 1 | 0 |
| AGCO | Agco Corporation |
2 |
<0.01% | 0.44% | −0.00% | 1 | 1 | 0 | 0 |
| KBR | Kbr Inc. |
2 |
<0.01% | 1.3% | −0.00% | 0 | 2 | 0 | 2 |
| CLH | Clean Harbors Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| OSK | Oshkosh Corp. (OSK) |
3 |
0.02% | 1.3% | −0.00% | 0 | 2 | 1 | 0 |
| HII | Huntington Ingalls Industries, Inc. |
2 |
<0.01% | 1.9% | +0.00% | 0 | 2 | 0 | 0 |
| BCO | Brink's Co/The |
1 |
<0.01% | 1.4% | −0.00% | 0 | 0 | 1 | 0 |
| ITRI | Itron Inc. |
1 |
<0.01% | 0.35% | +0.00% | 1 | 0 | 0 | 0 |
| CC | Chemours Co. |
1 |
<0.01% | 14.7% | +0.00% | 0 | 1 | 0 | 2 |
| SAIA | Saia Inc. |
1 |
<0.01% | 0.57% | −0.00% | 0 | 1 | 0 | 2 |
| HRI | Herc Hldgs Inc. |
3 |
<0.01% | 2.3% | −0.00% | 0 | 0 | 3 | 0 |
| TKR | Timken Co. |
3 |
<0.01% | 0.66% | −0.00% | 0 | 0 | 3 | 1 |
| JBI | Janus International Group In |
4 |
<0.01% | 0.46% | −0.00% | 0 | 2 | 2 | 0 |
| TNC | Tennant Co. |
1 |
<0.01% | 1.1% | −0.00% | 0 | 1 | 0 | 0 |
| WGO | Winnebago Inds Inc. |
2 |
<0.01% | 8.3% | −0.00% | 0 | 0 | 0 | 0 |
| FWONK | Liberty Media Corp. Del |
5 |
0.05% | 1.8% | −0.00% | 0 | 0 | 3 | 1 |
| GNRC | Generac Holdings Inc. |
6 |
0.03% | 0.56% | +0.00% | 1 | 1 | 4 | 0 |
| NTR | Nutrien, Ltd. |
4 |
0.08% | 0.71% | −0.00% | 0 | 2 | 2 | 0 |
| ROK | Rockwell Automation Inc. |
4 |
0.01% | 0.43% | +0.00% | 1 | 1 | 0 | 1 |
| MIDD | Middleby Corp/The |
2 |
<0.01% | 1.1% | +0.00% | 0 | 2 | 0 | 0 |
| LMT | Lockheed Martin Corp. |
8 |
0.01% | 0.33% | +0.00% | 0 | 2 | 4 | 0 |
| LHX | L3harris Technologies |
5 |
0.01% | 0.87% | +0.00% | 0 | 0 | 5 | 0 |
| CCK | Crown Hldgs Inc. |
6 |
<0.01% | 0.09% | +0.00% | 1 | 3 | 1 | 0 |
| FTAI | Ftai Aviation Ltd |
2 |
<0.01% | 1.2% | +0.00% | 0 | — | — | 0 |
| MKSI | Mks Instrs Inc. |
2 |
<0.01% | 0.12% | +0.00% | 1 | 1 | 0 | 0 |
| KMT | Kennametal Inc. |
2 |
0.01% | 1.1% | −0.00% | 0 | 0 | 2 | 0 |
| HUBB | Hubbell Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| GGB | Gerdau SA |
2 |
<0.01% | 0.27% | +0.00% | 1 | 0 | 1 | 0 |
| UPS | United Parcel Service Inc. |
8 |
0.02% | 0.70% | −0.00% | 0 | 3 | 4 | 1 |
| PWR | Quanta Svcs Inc. |
4 |
0.01% | 2.7% | −0.00% | 0 | 1 | 2 | 0 |
| QSI | Quantum-Si Inc. |
1 |
<0.01% | 0.12% | −0.00% | 0 | 0 | 1 | 0 |
| KTOS | Kratos Defense & Security Solu |
3 |
0.01% | 0.37% | +0.00% | 0 | 1 | 1 | 0 |
| BLDR | Builders Firstsource Inc. |
4 |
0.01% | 1.4% | −0.00% | 2 | 1 | 0 | 0 |
| SNA | Snap-On Inc. |
2 |
<0.01% | 0.06% | −0.00% | 0 | 0 | 2 | 0 |
| RACE | Ferrari N V |
2 |
0.02% | 6.6% | −0.00% | 0 | 0 | 1 | 1 |
| QTRX | Quanterix Corp. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| MASS | 908 Devices Inc. |
1 |
<0.01% | 0.18% | −0.00% | 0 | 0 | 1 | 0 |
| AA | Alcoa Corp. |
1 |
<0.01% | 0.42% | +0.00% | 1 | 0 | 0 | 0 |
| FWONA | Liberty Media Corp. Del |
4 |
<0.01% | 0.28% | +0.00% | 0 | 0 | 3 | 0 |
| AIR | Aar Corp. |
3 |
<0.01% | 0.09% | +0.00% | 0 | 2 | 1 | 0 |
| MT | Arcelormittal SA |
2 |
<0.01% | 0.11% | +0.00% | 1 | 1 | 0 | 0 |
| TEX | Terex Corp. (TEX) |
2 |
<0.01% | 7.1% | −0.00% | 0 | 2 | 0 | 0 |
| BRKR | Bruker Corp. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| RKLB | Rocket Lab USA Inc. |
1 |
<0.01% | 0.27% | +0.00% | 0 | 1 | 0 | 0 |
| ZTO | Zto Express Cayman Inc. |
1 |
<0.01% | 0.43% | +0.00% | 0 | 1 | 0 | 0 |
| HON | Honeywell Intl Inc. |
7 |
0.01% | 0.52% | +0.00% | 0 | 2 | 2 | 0 |
| ROG | Rogers Corp. |
1 |
<0.01% | 2.3% | +0.00% | 0 | 0 | 0 | 0 |
| AVAV | Aerovironment Inc. |
1 |
<0.01% | 0.52% | −0.00% | 0 | 0 | 1 | 0 |
| AWI | Armstrong World Industries |
1 |
<0.01% | 1.2% | −0.00% | 0 | 0 | 1 | 1 |
| AAL | American Airls Group Inc. |
1 |
<0.01% | 0.04% | −0.00% | 0 | 1 | 0 | 1 |
| MIR | Mirion Technologies Inc. |
2 |
<0.01% | 1.8% | +0.00% | 0 | 2 | 0 | 0 |
| CECO | Ceco Environmental Corp. |
1 |
<0.01% | 0.04% | +0.00% | 0 | 1 | 0 | 0 |
| ITW | Illinois Tool Wks Inc. |
4 |
<0.01% | 0.40% | −0.00% | 0 | 0 | 2 | 0 |
| DCI | Donaldson Inc. |
3 |
<0.01% | 0.36% | −0.00% | 0 | 1 | 1 | 0 |
| FUL | Fuller H B Co. |
2 |
0.01% | 0.87% | +0.00% | 0 | 1 | 0 | 0 |
| IEX | Idex Ord |
4 |
0.01% | 0.75% | +0.00% | 0 | 1 | 2 | 0 |
| SYM | Symbotic Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 1 | 0 | 1 |
| BDC | Belden Inc. |
2 |
<0.01% | 0.13% | −0.00% | 0 | 0 | 2 | 0 |
| OEC | Orion S.a. |
2 |
<0.01% | 0.15% | −0.00% | 0 | 0 | 1 | 0 |
| CYD | China Yuchai Intl Ltd |
2 |
<0.01% | 4.4% | +0.00% | 0 | 1 | 0 | 0 |
| IPI | Intrepid Potash Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| BAK | Braskem SA |
1 |
<0.01% | 0.25% | −0.00% | 0 | 1 | 0 | 0 |
| AVNT | Avient Corporation |
2 |
<0.01% | 0.11% | +0.00% | 0 | 0 | 1 | 0 |
| AME | Ametek Inc. |
3 |
0.01% | 2.3% | −0.00% | 0 | 2 | 1 | 1 |
| CMI | Cummins Inc. |
4 |
0.04% | 1.4% | −0.00% | 0 | 2 | 2 | 0 |
| AAON | Aaon Inc. |
2 |
<0.01% | 0.03% | +0.00% | 1 | 0 | 0 | 0 |
| EXP | Eagle Matls Inc. |
2 |
<0.01% | 1.1% | +0.00% | 0 | 1 | 1 | 1 |
| KALU | Kaiser Aluminum Corp. |
3 |
<0.01% | 0.42% | −0.00% | 0 | 0 | 3 | 0 |
| ESLT | Elbit Systems Ltd |
1 |
<0.01% | 0.14% | −0.00% | 0 | 0 | 1 | 0 |
| CPRT | Copart Inc. |
6 |
0.03% | 1.7% | −0.00% | 0 | 2 | 2 | 0 |
| MEC | Mayville Engr Co. Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| BMI | Badger Meter Inc. |
1 |
<0.01% | 0.23% | +0.00% | 0 | 0 | 1 | 0 |
| TX | Ternium SA |
1 |
<0.01% | 0.56% | −0.00% | 0 | 0 | 1 | 0 |
| ASTE | Astec Inds Inc. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 1 | 0 |
| NX | Quanex Bldg Prods Corp. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 1 | 0 |
| UVV | Universal Corp. Va |
1 |
<0.01% | 0.17% | −0.00% | 0 | 0 | 1 | 0 |
| ALTG | Alta Equipment Group Inc. |
1 |
<0.01% | 6.2% | +0.00% | 0 | 1 | 0 | 0 |
| TRN | Trinity Inds Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| CBUS | Cibus Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| ATRO | Astronics Corp. |
2 |
<0.01% | 0.28% | +0.00% | 0 | 1 | 0 | 0 |
| DCO | Ducommun Inc. Del |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| FIX | Comfort Sys USA Inc. |
1 |
<0.01% | 0.04% | −0.00% | 0 | 0 | 0 | 1 |
| MYRG | Myr Group Inc. |
1 |
<0.01% | 1.6% | −0.00% | 0 | 0 | 0 | 0 |
| HL | Hecla Mng Co. |
2 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| BR | Broadridge Financial Solutions |
1 |
0.03% | 2.8% | −0.00% | 0 | 0 | 1 | 0 |
| SWK | Stanley Black & Decker Inc. |
5 |
<0.01% | 1.7% | +0.00% | 0 | 3 | 2 | 0 |
| SEB | Seaboard Corp. |
3 |
<0.01% | 2.1% | +0.00% | 0 | 1 | 0 | 0 |
| CMP | Compass Minerals Intl Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| PNR | Pentair PLC |
1 |
<0.01% | 0.05% | −0.00% | 0 | 0 | 1 | 0 |
| CMC | Commercial Metals Co. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| MSB | Mesabi Tr |
1 |
<0.01% | 0.79% | +0.00% | 0 | 1 | 0 | 0 |
| ASIX | Advansix Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| TRS | Trimas Corp. |
3 |
<0.01% | 0.15% | −0.00% | 0 | 1 | 1 | 0 |
| ROAD | Construction Partners Inc. |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| JOBY | Joby Aviation Inc. |
3 |
<0.01% | 0.10% | −0.00% | 0 | 0 | 1 | 0 |
| ALG | Alamo Group, Inc. |
1 |
<0.01% | 0.95% | −0.00% | 0 | 0 | 0 | 0 |
| PKOH | Park-Ohio Hldgs Corp. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| ACA | Arcosa Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| GTN | Gray Television Inc. |
1 |
<0.01% | 2.6% | +0.00% | 0 | 1 | 0 | 0 |
| EMN | Eastman Chem Co. |
4 |
<0.01% | 4.3% | +0.00% | 0 | 1 | 2 | 0 |
| VNT | Vontier Corporation |
2 |
<0.01% | 2.1% | −0.00% | 0 | 1 | 1 | 1 |
| TXT | Textron Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| SMG | Scotts Miracle-Gro Co. |
1 |
<0.01% | 0.11% | −0.00% | 0 | 0 | 0 | 0 |
| LECO | Lincoln Electric Holdings Inc. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 1 | 0 |
| IIIN | Insteel Inds Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| CR | Crane Company |
1 |
<0.01% | 0.10% | +0.00% | 0 | 0 | 1 | 0 |
| NPO | Enpro Inc. |
1 |
<0.01% | 0.02% | −0.00% | 0 | 1 | 0 | 0 |
| BOOM | Dmc Global Inc. |
1 |
<0.01% | 0.78% | −0.00% | 0 | 1 | 0 | 0 |
| AVD | American Vanguard Corp. |
1 |
<0.01% | 0.01% | +0.00% | 0 | 1 | 0 | 0 |
| DOV | Dover Corp. |
4 |
<0.01% | 0.24% | −0.00% | 0 | 1 | 3 | 0 |
| HTLD | Heartland Express Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 0 | 1 | 0 |
| ALLE | Allegiant Travel Co. |
2 |
<0.01% | 0.02% | −0.00% | 0 | 2 | 0 | 0 |
| RSG | Republic Svcs Inc. |
2 |
<0.01% | <0.01% | +0.00% | 2 | 0 | 0 | 0 |
| PRLB | Proto Labs Inc. |
1 |
<0.01% | 0.04% | −0.00% | 0 | 0 | 1 | 0 |
| CENX | Century Alum Co. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 0 | 1 | 0 |
| HUBG | Hub Group Inc. |
1 |
<0.01% | 0.12% | +0.00% | 0 | 0 | 1 | 0 |
| BWXT | Bwx Technologies Inc. |
3 |
<0.01% | 0.12% | −0.00% | 0 | 0 | 3 | 0 |
| NDSN | Nordson Corp. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 0 | 0 |
| AXON | Axon Enterprise Inc. |
1 |
<0.01% | 0.21% | +0.00% | 0 | 1 | 0 | 0 |
| INTT | Intest Corp. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 1 | 0 | 0 |
| HUN | Huntsman Corp. |
2 |
<0.01% | 1.0% | +0.00% | 0 | 1 | 0 | 0 |
| CDXS | Codexis Inc. |
1 |
<0.01% | 2.4% | +0.00% | 0 | 1 | 0 | 0 |
| JBTM | John Bean Technologies Corp. |
3 |
<0.01% | 0.10% | +0.00% | 0 | 3 | 0 | 0 |
| ITT | Itt Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| CTAS | Cintas Corp. |
2 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 0 | 1 |
| MLI | Mueller Inds Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| WERN | Werner Enterprises Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| CMCO | Columbus Mckinnon Corp. N Y |
2 |
<0.01% | 0.69% | +0.00% | 0 | 2 | 0 | 0 |
| LCID | Lucid Group Inc. |
1 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 0 | 0 |
| PAYX | Paychex Inc. |
3 |
<0.01% | 0.06% | −0.00% | 0 | 0 | 1 | 1 |
| RLGT | Radiant Logistics Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 1 | 0 |
| POWW | Ammo Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| WNC | Wabash Natl Corp. |
1 |
<0.01% | 0.17% | −0.00% | 0 | 1 | 0 | 0 |
| VMI | Valmont Inds Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 1 |
| CSW | Csw Industrials Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 0 | 1 | 0 |
| VLTO | Veralto Corp. |
3 |
<0.01% | 0.51% | −0.00% | 0 | 0 | 2 | 0 |
| KNF | Knife River Corp. |
1 |
<0.01% | 0.08% | −0.00% | 0 | 1 | 0 | 0 |
| TFII | Tfi International Inc. |
1 |
<0.01% | 0.16% | −0.00% | 0 | 0 | 0 | 0 |
| COHU | Cohu Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 0 | 1 | 0 |
| GBX | Greenbrier Cos Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| LOMA | Loma Negra Cia Industrial Argentina SA |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| AZZ | Azz Inc. |
1 |
<0.01% | 0.31% | +0.00% | 0 | 0 | 1 | 0 |
| RGR | Sturm Ruger & Co. Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 0 |
| MEOH | Methanex Corp. |
1 |
<0.01% | 0.14% | +0.00% | 0 | 0 | 0 | 0 |
| ASTL | Algoma Stl Group Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 1 | 0 | 0 |
| SBGI | Sinclair Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 0 | 0 |
| LII | Lennox International Inc. |
2 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 1 | 0 |