Follow-The-Filings

Cross-manager

Summary

136 of 137 filed constant set 136 2025 Q1 → 2025 Q2 dollar-sum holdings as of 30 Jun 2025 as of today

grid activity managers

2025 Q2

136 of 137 filed

sectors · 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.

mapped 96.5%
include sector mix
Communication Services 8.8%
Consumer Discretionary 10.0%
Consumer Staples 5.7%
Energy 5.1%
Financials 22.8%
Health Care 10.4%
Industrials 10.5%
Information Technology 21.6%
Materials 2.2%
Real Estate 1.8%
Utilities 1.2%

96.5% of full AUM is mapped unmapped 1.8% all names

2025 Q1 → 2025 Q2 up down

sector 2025 Q1 2025 Q2 Δ $ 2025 Q2
Communication Services 8.6% 8.8% +0.22% $121.4B
Consumer Discretionary 9.6% 10.0% +0.37% $138B
Consumer Staples 6.3% 5.7% −0.63% $78.6B
Energy 6.1% 5.1% −1.02% $70B
Financials 22.6% 22.8% +0.25% $316.1B
Health Care 11.0% 10.4% −0.60% $144.2B
Industrials 10.2% 10.5% +0.24% $145B
Information Technology 20.5% 21.6% +1.17% $299.5B
Materials 2.1% 2.2% +0.15% $30.5B
Real Estate 2.1% 1.8% −0.27% $25.1B
Utilities 1.1% 1.2% +0.14% $16.6B
?

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.

Dimmed counts are split-suspect.

Industrials · 286 shown · 136 of 137 filed · dollar-sum

ticker issuer owners weight among owners Δ weight new add reduce exit
UBER Uber Technologies Inc.
17
0.17% 2.9% −0.14% 2 4 8 2
CP Canadian Pacific Kansas City
8
0.42% 4.1% −0.11% 0 3 3 3
GE Ge Aerospace
13
1.2% 5.1% +0.11% 0 — — 0
GOLD A-Mark Precious Metals, Inc.
0
<0.01% — −0.09% 0 — — 7
JCI Johnson Controls International PLC
9
0.54% 1.6% +0.09% 4 0 4 0
GEV Ge Vernova Inc.
9
0.20% 1.3% +0.07% 0 3 5 1
DE Deere & Co.
11
0.26% 1.3% −0.07% 0 1 4 0
FERG Ferguson Enterprises Inc.
11
0.19% 3.1% +0.07% 3 — — 1
WM Waste Mgmt Inc. Del
4
0.53% 4.7% −0.05% 0 0 2 0
AMRZ Amrize, Ltd.
3
0.05% 1.3% +0.05% 3 0 0 0
FDX Fedex Corp.
11
0.29% 1.3% −0.03% 1 3 4 0
CNI Canadian Natl Ry Co.
4
0.56% 4.2% −0.03% 0 0 1 0
VRT Vertiv Holdings Co.
9
0.08% 3.5% +0.03% 2 3 3 1
TFPM Triple Flag Precious Metal
2
0.22% 9.0% +0.03% 0 1 0 0
ETN Eaton Corp. PLC
6
0.12% 1.2% +0.02% 0 2 2 1
RACE Ferrari NV
3
0.05% 4.4% +0.02% 0 2 0 0
CRS Carpenter Technology Corp.
9
0.09% 2.5% +0.02% 2 3 4 0
ADP Automatic Data Processing In
7
0.12% 1.4% −0.02% 0 2 4 0
CLH Clean Harbors Inc.
1
0.02% 4.6% +0.02% 0 1 0 0
DAL Delta Air Lines Inc. Del
9
0.18% 0.97% +0.02% 1 5 2 0
PAYC Paycom Software Inc.
4
0.09% 0.95% −0.02% 0 0 2 0
UAL United Airls Hldgs Inc.
8
0.12% 3.6% +0.02% 2 3 3 1
XPO Xpo Inc.
5
0.06% 1.9% +0.02% 1 2 1 0
CAT Caterpillar Inc.
10
0.21% 0.88% +0.02% 1 5 2 0
SAIA Saia Inc.
1
0.02% 0.66% +0.02% 1 0 0 1
CX Cemex Sab De Cv
2
0.05% 1.1% +0.02% 0 1 1 0
SSD Simpson Mfg Inc.
2
0.02% 2.0% +0.02% 1 0 1 0
RTX Rtx Corp.
15
0.53% 0.94% +0.02% 2 4 6 0
LUV Southwest Airls Co.
5
0.13% 2.8% −0.01% 0 1 3 1
FLR Fluor Corp. New
1
0.01% 8.4% +0.01% 1 0 0 0
CHRW C H Robinson Worldwide Inc.
5
0.08% 0.75% −0.01% 0 0 5 0
RRX Regal Rexnord Corporation
2
0.04% 2.6% +0.01% 0 2 0 0
HII Huntington Ingalls Inds Inc.
3
0.01% 1.4% +0.01% 2 1 0 0
NOC Northrop Grumman Corp.
4
0.08% 0.77% −0.01% 0 0 3 1
MSA Msa Safety Inc.
2
0.01% 1.4% +0.01% 1 0 1 0
KTOS Kratos Defense & Security Solu
5
0.03% 0.48% +0.01% 2 1 2 0
BLDR Builders Firstsource Inc.
7
0.02% 2.0% +0.01% 5 2 0 1
CNH Cnh Indl N V
5
0.09% 5.1% −0.01% 0 0 5 2
ACHR Archer Aviation Inc.
3
0.02% 0.88% +0.01% 2 1 0 0
CSX Csx Corp.
9
0.07% 1.2% +0.01% 2 2 3 0
FLS Flowserve Corp.
5
0.03% 1.0% +0.01% 3 1 1 1
TDG Transdigm Group Inc.
6
0.15% 9.9% −0.01% 1 0 3 1
HEI Heico Corp. New
8
0.06% 1.5% +0.01% 0 — — 0
FER Ferrovial Se
1
0.07% 2.0% +0.01% 0 1 0 0
ALLE Allegion PLC
2
<0.01% 0.04% +0.01% 1 — — 0
FIX Comfort Sys USA Inc.
3
<0.01% 1.9% +0.01% 1 1 0 1
CNM Core & Main Inc.
5
0.05% 3.6% +0.01% 1 1 2 0
WCC Wesco Intl Inc.
9
0.05% 1.9% +0.01% 0 5 1 0
Nextracker Nextracker Inc.
2
<0.01% 0.65% −0.01% 1 0 1 0
OSK Oshkosh Corp. (OSK)
5
0.03% 3.4% +0.01% 1 1 3 0
NSC Norfolk Southern Corp.
8
0.21% 1.0% +0.01% 1 2 2 0
NVT Nvent Electric PLC
4
0.02% 0.73% +0.01% 2 2 0 0
CAR Avis Budget Group
0
<0.01% — −0.01% 0 0 0 1
LPX Louisiana Pac Corp.
6
0.05% 1.5% +0.01% 1 2 1 0
VRSK Verisk Analytics Inc.
8
0.04% 0.45% −0.01% 0 1 5 0
ALK Alaska Air Group Inc.
3
0.01% 1.6% −0.01% 0 1 2 1
GD General Dynamics Corp.
9
0.10% 1.0% −0.01% 0 3 3 0
VSTS Vestis Corporation
1
<0.01% 4.6% −0.01% 0 1 0 1
RBC Rbc Bearings Inc.
3
0.08% 2.7% +0.01% 0 1 2 0
NTR Nutrien Ltd
6
0.10% 0.56% +0.01% 1 3 1 0
OTIS Otis Worldwide Corp.
6
0.04% 0.44% −0.01% 0 1 3 0
WSO Watsco Inc.
1
0.02% 2.1% −0.01% 0 0 1 0
PWR Quanta Svcs Inc.
4
0.02% 3.1% +0.00% 0 1 1 0
BWXT Bwx Technologies Inc.
6
<0.01% 0.27% +0.00% 2 1 2 0
JBHT Hunt J B Trans Svcs Inc.
1
<0.01% 2.1% +0.00% 1 0 0 0
FBIN Fortune Brands Innovations I
5
0.04% 1.0% +0.00% 1 3 0 0
AYI Acuity Inc.
3
0.03% 0.95% +0.00% 1 1 0 0
KMT Kennametal Inc.
2
<0.01% 0.65% −0.00% 1 0 1 0
FWONK Liberty Media Corp. Del
4
0.07% 2.8% +0.00% 0 0 2 0
GNRC Generac Hldgs Inc.
8
0.02% 0.64% +0.00% 0 5 3 0
MRCY Mercury Sys Inc.
2
0.03% 9.2% +0.00% 0 1 1 0
AVAV Aerovironment Inc.
1
<0.01% 0.65% +0.00% 0 1 0 0
CACI Caci Intl Inc.
2
<0.01% 5.0% +0.00% 1 0 1 0
EMR Emerson Elec Co.
7
<0.01% 0.67% +0.00% 1 2 2 1
BR Broadridge Financial Solutions
3
0.02% 1.3% −0.00% 0 1 1 0
MAS Masco Corp.
3
0.04% 0.43% −0.00% 0 1 2 0
LOAR Loar Holdings Inc.
3
0.20% 15.2% −0.00% 0 1 2 0
CARR Carrier Global Corp.
4
0.07% 0.18% −0.00% 0 0 1 1
ESAB Esab Corporation
1
0.01% 1.3% +0.00% 0 1 0 0
WAB Wabtec
6
0.03% 1.3% −0.00% 1 3 2 1
BAH Booz Allen Hamilton Holding Cl A Ord
5
<0.01% 1.9% +0.00% 1 1 2 0
RKLB Rocket Lab Corp.
2
<0.01% 0.35% +0.00% 1 — — 0
TXG 10X Genomics Inc.
1
0.01% 1.2% +0.00% 0 1 0 0
LHX L3harris Technologies
6
0.02% 1.0% +0.00% 0 2 3 0
APG Api Group Corp.
2
0.08% 2.9% −0.00% 0 1 1 0
WSC Willscot Holdings Corp.
3
<0.01% 1.4% −0.00% 0 0 2 0
GGG Graco Inc.
2
0.03% 1.9% −0.00% 0 1 1 0
AGX Argan Inc.
2
<0.01% 0.27% +0.00% 2 0 0 0
JBTM Jbt Marel Corporation
6
0.01% 0.28% +0.00% 1 1 2 0
JBLU Jetblue Airways Corp.
1
<0.01% 1.8% −0.00% 0 0 0 0
ROK Rockwell Automation Inc.
3
0.01% 0.60% +0.00% 0 0 1 0
CNXC Concentrix Corp.
3
0.01% 0.45% −0.00% 0 0 3 0
ZTO Zto Express Cayman Inc.
1
<0.01% 0.44% −0.00% 0 0 1 0
RBA Rb Global Inc.
3
<0.01% 0.52% −0.00% 0 0 2 0
ALSN Allison Transmission Hldgs I
2
<0.01% 0.06% +0.00% 1 1 0 0
CPRT Copart Inc.
6
0.04% 2.0% +0.00% 1 3 1 0
MIDD Middleby Corp.
3
0.01% 0.92% −0.00% 0 1 2 0
TTC Toro Co.
3
0.02% 0.91% −0.00% 0 0 2 0
J Jacobs Solutions Inc.
2
0.02% 2.3% −0.00% 0 0 2 0
HUN Huntsman Corp.
1
<0.01% 0.18% −0.00% 0 1 0 0
EFX Equifax Inc.
12
0.17% 1.4% −0.00% 1 4 2 2
RUN Sunrun Inc.
1
<0.01% 3.3% −0.00% 1 0 0 1
EXPD Expeditors Intl Wash Inc.
2
0.05% 0.73% +0.00% 0 1 0 0
Grab Grab Holdings Limited
3
0.04% 0.79% +0.00% 0 2 0 0
AXON Axon Enterprise Inc.
3
<0.01% 0.44% +0.00% 1 0 2 0
REZI Resideo Technologies Inc.
4
0.02% 0.62% +0.00% 1 1 2 0
DCI Donaldson Inc.
4
<0.01% 0.17% −0.00% 0 0 2 0
JOBY Joby Aviation Inc.
4
<0.01% 0.15% +0.00% 1 1 0 0
HWM Howmet Aerospace Inc.
2
<0.01% 1.2% −0.00% 0 0 2 1
IR Ingersoll Rand Inc.
1
<0.01% 0.35% +0.00% 1 0 0 0
CMI Cummins Inc.
5
0.04% 0.95% −0.00% 0 1 1 0
WWD Woodward Inc.
6
0.04% 1.7% +0.00% 1 1 3 0
SWK Stanley Black & Decker Inc.
5
0.01% 1.7% +0.00% 1 3 1 0
RHI Robert Half Inc.
2
<0.01% 0.16% +0.00% 0 1 1 1
KRMN Karman Hldgs Inc.
2
0.01% 0.31% −0.00% 0 2 0 3
LI Li Auto Inc.
1
<0.01% 0.03% −0.00% 0 0 1 1
AAON Aaon Inc.
2
<0.01% 0.26% +0.00% 0 1 1 0
TNC Tennant Co.
2
<0.01% 0.60% −0.00% 0 1 1 0
URI United Rentals, Inc.
8
0.03% 1.8% +0.00% 0 3 1 0
CYD China Yuchai Intl Ltd
2
<0.01% 7.7% +0.00% 0 0 2 0
UPS United Parcel Service Inc.
8
<0.01% 0.42% −0.00% 1 3 3 0
NPO Enpro Inc.
2
<0.01% 0.09% +0.00% 0 2 0 0
LMT Lockheed Martin Corp.
8
0.01% 0.30% −0.00% 1 1 4 0
AGCO Agco Corporation
3
0.01% 0.41% −0.00% 1 0 2 0
ROL Rollins Inc.
4
0.02% 0.32% −0.00% 1 1 2 0
JBI Janus International Group In
3
<0.01% 0.06% −0.00% 0 0 2 0
UNP Union Pacific Corp.
11
0.01% 0.44% +0.00% 1 4 4 0
ERJ Embraer S.a.
2
<0.01% 0.01% −0.00% 1 0 0 1
KNX Knight-Swift Transn Hldgs In
1
<0.01% 1.4% −0.00% 0 0 1 1
ATS Ats Corp.
1
<0.01% 4.2% +0.00% 0 0 0 0
MSB Mesabi Tr
1
<0.01% 0.84% −0.00% 0 1 0 0
MAN Manpowergroup Inc. Wis
1
<0.01% 0.05% −0.00% 0 0 0 1
ST Sensata Technologies Hldg Pl
4
<0.01% 0.92% +0.00% 0 1 1 0
LYFT Lyft Inc.
2
<0.01% 0.99% +0.00% 1 0 1 0
IEX Idex Corp.
4
<0.01% 1.0% −0.00% 0 2 1 0
SARO Standardaero Inc.
1
<0.01% 1.1% −0.00% 0 0 1 1
TRU Transunion
4
0.08% 4.2% +0.00% 0 2 1 1
PRM Perimeter Solutions Inc.
3
<0.01% 0.91% +0.00% 0 0 1 0
FWONA Liberty Media Corp. Del
3
<0.01% 0.45% +0.00% 0 2 1 0
STLA Stellantis N.v
4
<0.01% 1.4% −0.00% 0 1 1 0
PLOW Douglas Dynamics Inc.
2
<0.01% 0.23% +0.00% 0 1 1 0
TEX Terex Corp. (TEX)
2
<0.01% 2.4% +0.00% 0 0 1 0
TRS Trimas Corp.
3
<0.01% 0.13% +0.00% 0 2 1 0
SYM Symbotic Inc.
2
<0.01% 0.06% +0.00% 1 1 0 0
OPLN Openlane Inc.
3
<0.01% 0.06% +0.00% 1 0 2 0
PCAR Paccar Inc.
1
<0.01% 0.20% −0.00% 0 0 0 0
WERN Werner Enterprises Inc.
0
<0.01% — −0.00% 0 0 0 1
EXPO Exponent Inc.
2
<0.01% 0.17% −0.00% 0 1 1 0
ATRO Astronics Corp.
3
<0.01% 0.33% +0.00% 1 1 1 0
AWI Armstrong World Industries
1
<0.01% 1.9% +0.00% 0 0 1 0
BAK Braskem SA
1
<0.01% 0.03% −0.00% 0 0 1 0
VOYG Voyager Technologies Inc.
3
<0.01% 0.02% +0.00% 3 0 0 0
PCT Purecycle Technologies Inc.
2
<0.01% 0.39% +0.00% 1 0 1 0
MMM 3M Co.
8
<0.01% 0.24% −0.00% 0 1 5 0
AHQ American Woodmark Corporatio
2
<0.01% 0.11% +0.00% 0 2 0 0
MASS 908 Devices Inc.
2
<0.01% 0.07% +0.00% 1 0 1 0
ITW Illinois Tool Wks Inc.
5
<0.01% 0.32% −0.00% 0 2 0 0
ODFL Old Dominion Freight Line In
4
<0.01% 1.2% −0.00% 0 2 0 0
FTAI Ftai Aviation Ltd
3
<0.01% 0.71% +0.00% 1 — — 0
GXO Gxo Logistics Incorporated
4
0.02% 4.7% −0.00% 0 0 3 0
MBC Masterbrand Inc.
3
<0.01% 0.05% +0.00% 0 2 0 0
FAST Fastenal Co.
4
0.05% 4.2% −0.00% 0 4 0 0
FA First Advantage Corp.
2
<0.01% 0.17% +0.00% 0 0 1 0
MEOH Methanex Corp.
2
<0.01% 0.28% +0.00% 1 1 0 0
BCO Brinks Co.
1
<0.01% 1.4% −0.00% 0 0 1 0
POWL Powell Inds Inc.
1
<0.01% 0.02% +0.00% 1 0 0 0
KEX Kirby Corp.
1
<0.01% 0.31% +0.00% 0 1 0 0
HTLD Heartland Express Inc.
2
<0.01% 0.02% −0.00% 0 1 1 0
ESLT Elbit Systems Ltd
2
<0.01% 0.18% +0.00% 1 0 1 0
LDOS Leidos Holdings Inc.
1
<0.01% 0.13% +0.00% 0 1 0 0
DY Dycom Inds Inc.
1
<0.01% 0.03% +0.00% 0 0 1 0
MTZ Mastec Inc.
2
<0.01% 2.8% +0.00% 1 1 0 0
AIR Aar Corp.
2
<0.01% 0.06% −0.00% 0 0 2 0
AIT Applied Indl Technologies In
1
<0.01% <0.01% −0.00% 0 0 1 0
VSEC Vse Corp.
3
<0.01% 0.29% +0.00% 1 0 1 0
NSP Insperity Inc.
1
<0.01% 0.07% −0.00% 0 0 0 0
ATI Ati Inc.
4
<0.01% 0.77% −0.00% 0 0 4 0
CSL Carlisle Cos Inc.
2
0.01% 0.20% −0.00% 0 0 2 1
QSI Quantum-Si Inc.
1
<0.01% 0.11% +0.00% 0 0 1 0
IPI Intrepid Potash Inc.
1
<0.01% 0.03% −0.00% 0 0 1 0
IESC Ies Hldgs Inc.
1
<0.01% 0.01% +0.00% 1 0 0 0
KBR Kbr Inc.
2
<0.01% 1.9% −0.00% 0 2 0 0
RUSHA Rush Enterprises Inc.
2
<0.01% 3.1% −0.00% 0 1 1 0
SMR Nuscale Pwr Corp.
2
<0.01% <0.01% +0.00% 1 0 1 0
TKR Timken Co.
3
<0.01% 0.18% +0.00% 1 2 0 1
HCSG Healthcare Svcs Group Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
PAYX Paychex Inc.
3
<0.01% 0.26% −0.00% 0 0 2 0
Gates Indl Gates Indl Corp. PLC
3
<0.01% 0.20% +0.00% 1 1 1 0
CDXS Codexis Inc.
1
<0.01% 6.2% +0.00% 0 1 0 0
CECO Ceco Environmental Corp.
2
<0.01% 0.02% +0.00% 1 1 0 0
RXO Rxo Inc.
2
<0.01% 0.03% −0.00% 0 0 1 0
MT Arcelormittal SA
2
<0.01% 0.20% +0.00% 0 2 0 0
CAE Cae Inc.
1
<0.01% 0.05% +0.00% 0 0 1 0
KFY Korn Ferry
3
<0.01% 0.52% +0.00% 0 1 2 0
ULS Ul Solutions Inc.
1
<0.01% 0.69% +0.00% 0 0 1 0
MTW Manitowoc Co. Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
AAL American Airls Group Inc.
1
<0.01% 0.06% +0.00% 1 0 0 1
SNA Snap On Inc.
2
<0.01% 0.06% −0.00% 0 1 1 0
BA Boeing Co.
8
0.06% 4.0% +0.00% 2 — — 0
DCO Ducommun Inc. Del
1
<0.01% 0.04% +0.00% 0 0 1 0
EPAC Enerpac Tool Group Corp.
1
<0.01% 0.05% −0.00% 0 1 0 0
PACB Pacific Biosciences Of Califor
3
<0.01% 0.11% −0.00% 0 0 2 1
AIRO Airo Group Hldgs Inc.
1
<0.01% 0.04% +0.00% 1 0 0 0
ECVT Ecovyst Inc.
1
<0.01% 0.03% +0.00% 1 0 0 0
LAB Standard Biotools Inc.
3
<0.01% 0.08% +0.00% 0 0 1 0
TRNS Transcat Inc.
1
<0.01% 0.04% +0.00% 0 1 0 0
AMTM Amentum Holdings Inc.
1
<0.01% 0.99% +0.00% 0 1 0 1
WMS Advanced Drain Sys Inc. Del
1
<0.01% 0.09% −0.00% 0 0 1 0
LOMA Loma Negra C I A S A Mtn 14
2
<0.01% <0.01% +0.00% 1 1 0 0
PSN Parsons Corp. Del
0
<0.01% — −0.00% 0 0 0 1
TRN Trinity Inds Inc.
1
<0.01% 0.02% −0.00% 0 0 1 1
HUBG Hub Group Inc.
1
<0.01% 0.09% −0.00% 0 0 1 0
TECK Teck Resources Ltd., Class B
5
0.06% 1.3% −0.00% 1 0 2 3
TWI Titan Intl Inc. Ill
1
<0.01% 0.01% +0.00% 0 1 0 0
MBUU Malibu Boats Inc.
1
<0.01% 0.17% +0.00% 0 1 0 0
SEB Seaboard Corp.
2
<0.01% 2.8% −0.00% 0 0 2 0
ABM Abm Inds Inc.
4
0.01% 0.70% +0.00% 0 3 1 0
TPC Tutor Perini Corp.
1
<0.01% 0.26% −0.00% 0 0 1 0
ALG Alamo Group, Inc.
1
<0.01% 0.67% −0.00% 0 0 1 0
BLD Topbuild Corp.
0
<0.01% — −0.00% 0 0 0 1
ASTE Astec Inds Inc.
2
<0.01% 0.01% +0.00% 1 0 1 0
Huron Consulting Huron Consulting Group Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
LCID Lucid Group Inc.
1
<0.01% 0.02% −0.00% 0 0 0 0
LII Lennox Intl Inc.
1
<0.01% <0.01% −0.00% 0 0 0 1
CW Curtiss Wright Corp.
2
<0.01% <0.01% +0.00% 1 1 0 0
CR Crane Company
1
<0.01% 0.12% +0.00% 0 0 1 0
MLKN Millerknoll Inc.
1
<0.01% 0.39% −0.00% 0 0 1 0
ROAD Construction Partners Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
ASPI Asp Isotopes Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
DNOW Dnow Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
OEC Orion S.a.
3
<0.01% 0.08% +0.00% 1 2 0 0
BCC Boise Cascade Co. Del
2
<0.01% 0.74% +0.00% 0 1 0 0
ALTG Alta Equipment Group Inc.
2
<0.01% 1.5% +0.00% 0 1 1 0
MYRG Myr Group Inc.
1
<0.01% 2.0% +0.00% 0 0 1 0
IIIN Insteel Inds Inc.
1
<0.01% 0.03% +0.00% 0 0 1 0
PLPC Preformed Line Prods Co.
1
<0.01% <0.01% +0.00% 1 0 0 0
STRL Sterling Infrastructure Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
SWIM Latham Group Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
CMCO Columbus Mckinnon Corp. N Y
1
<0.01% 1.1% −0.00% 0 0 1 0
HON Honeywell Intl Inc.
9
<0.01% 0.46% −0.00% 0 1 5 0
PKOH Park-Ohio Hldgs Corp.
1
<0.01% 0.01% −0.00% 0 1 0 0
VLTO Veralto Corp.
2
<0.01% 0.11% −0.00% 0 0 0 0
MEC Mayville Engr Co. Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
CTAS Cintas Corp.
3
<0.01% 0.01% +0.00% 1 1 0 0
TREX Trex Co. Inc.
3
0.01% 1.2% +0.00% 0 1 2 0
PNR Pentair PLC
1
<0.01% 0.06% +0.00% 0 0 1 0
AME Ametek Inc.
2
0.01% 3.1% −0.00% 0 1 1 0
TX Ternium SA
1
<0.01% 0.48% +0.00% 0 1 0 0
HXL Hexcel Corp. New
2
<0.01% 0.05% −0.00% 0 1 0 0
NX Quanex Bldg Prods Corp.
2
<0.01% 0.03% +0.00% 0 2 0 0
Costamare Costamare Inc.
1
<0.01% 0.04% −0.00% 0 1 0 0
INTT Intest Corp.
1
<0.01% <0.01% −0.00% 0 0 1 0
NPKI Npk International Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
BRC Brady Corp.
3
<0.01% 0.06% −0.00% 0 0 2 0
GGB Gerdau SA
1
<0.01% 0.12% −0.00% 0 0 0 0
HRI Herc Holdings Inc.
2
<0.01% <0.01% −0.00% 0 0 1 0
PH Parker-Hannifin Corp.
3
<0.01% 0.02% +0.00% 1 0 0 0
RLGT Radiant Logistics Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
SAIC Science Applications Intl Co.
1
<0.01% 0.07% −0.00% 0 1 0 0
AEHR Aehr Test Sys
1
<0.01% <0.01% +0.00% 1 0 0 0
ATMU Atmus Filtration Technologies
1
<0.01% 0.30% −0.00% 0 0 0 0
TILE Interface Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
ACA Arcosa Inc.
1
<0.01% 0.02% +0.00% 0 0 1 0
Luxfer Luxfer Hldgs PLC
1
<0.01% 0.01% −0.00% 0 0 0 0
POWW Outdoor Holding Co.
1
<0.01% <0.01% −0.00% 0 1 0 0
Copa SA Copa Holdings SA
2
<0.01% <0.01% −0.00% 0 0 1 0
ASIX Advansix Inc.
1
<0.01% 0.01% −0.00% 0 0 1 0
RSG Republic Svcs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
TT Trane Technologies PLC
2
<0.01% 0.13% +0.00% 0 0 0 0
CSW Csw Industrials Inc.
1
<0.01% 0.02% −0.00% 0 0 0 0
NN Nextnav Inc.
1
<0.01% 0.31% +0.00% 0 0 0 0
LECO Lincoln Electric Holdings Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
PRLB Proto Labs Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
GBX Greenbrier Cos Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
FCN Fti Consulting
1
<0.01% 0.14% −0.00% 0 1 0 0
RGR Sturm Ruger & Co. Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
GTN Gray Media Inc.
1
<0.01% 7.0% −0.00% 0 1 0 0
UPWK Upwork Inc.
1
<0.01% 0.02% −0.00% 0 0 0 0
SBGI Sinclair Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
CXW Corecivic Inc.
1
<0.01% 0.01% −0.00% 0 0 0 0
UNF Unifirst Corporation
1
<0.01% 0.91% +0.00% 0 0 0 0
VMI Valmont Inds Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
AZZ Azz Inc.
1
<0.01% 0.25% −0.00% 0 0 1 0
ARQ Arq Inc.
1
<0.01% 0.02% +0.00% 0 0 0 0
DOV Dover Corp.
4
<0.01% 0.27% −0.00% 0 1 3 0
CMP Compass Minerals
1
<0.01% <0.01% +0.00% 0 0 0 0