Cross-manager
Summary
136 of 137 filed constant set 133 2026 Q1 → 2026 Q2 dollar-sum holdings as of 30 Jun 2026 as of today
2026 Q2
136 of 137 filedsectors · dollar-sum
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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 | 9.8% | |
| Consumer Discretionary | 10.6% | |
| Consumer Staples | 4.9% | |
| Energy | 4.9% | |
| Financials | 20.5% | |
| Health Care | 10.3% | |
| Industrials | 11.8% | |
| Information Technology | 22.2% | |
| Materials | 2.3% | |
| Real Estate | 1.8% | |
| Utilities | 0.9% |
89.9% of full AUM is mapped unmapped 4.9% all names
2026 Q1 → 2026 Q2 up down
3 not in 2026 Q2
excluded from Δ: Robert Olstein - Olstein Capital Management · Kahn Brothers Group · Palo Alto Investors.
| sector | 2026 Q1 | 2026 Q2 | Δ | $ 2026 Q2 |
|---|---|---|---|---|
| Communication Services | 8.9% | 9.8% | +0.85% | $150.3B |
| Consumer Discretionary | 10.4% | 10.6% | +0.26% | $162.9B |
| Consumer Staples | 5.2% | 4.9% | −0.34% | $74.8B |
| Energy | 6.6% | 4.9% | −1.69% | $74.6B |
| Financials | 21.6% | 20.5% | −1.10% | $315.3B |
| Health Care | 10.3% | 10.3% | +0.04% | $158.3B |
| Industrials | 11.7% | 11.8% | +0.08% | $180.8B |
| Information Technology | 19.9% | 22.2% | +2.33% | $340.5B |
| Materials | 2.6% | 2.3% | −0.24% | $35.6B |
| Real Estate | 1.8% | 1.8% | −0.00% | $28.2B |
| Utilities | 1.1% | 0.87% | −0.18% | $13.4B |
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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 · 296 shown · 136 of 137 filed · dollar-sum
| ticker | issuer | owners | weight | among owners | Δ weight | new | add | reduce | exit |
|---|---|---|---|---|---|---|---|---|---|
| DAL | Delta Air Lines Inc. |
7 |
0.59% | 1.4% | +0.18% | 1 | 2 | 4 | 0 |
| GE | Ge Aerospace |
14 |
1.2% | 5.7% | +0.15% | 1 | — | — | 1 |
| UBER | Uber Technologies Inc. |
18 |
0.32% | 3.1% | +0.12% | 3 | 6 | 7 | 0 |
| RTX | Rtx Corp. |
12 |
0.51% | 0.89% | −0.10% | 0 | 1 | 6 | 2 |
| CAT | Caterpillar Inc. |
10 |
0.42% | 2.6% | +0.10% | 0 | 0 | 6 | 0 |
| WM | Waste Mgmt Inc. Del |
4 |
0.36% | 5.5% | −0.08% | 0 | 1 | 2 | 0 |
| TFPM | Triple Flag Precious Metal |
2 |
0.23% | 8.9% | −0.08% | 0 | 1 | 1 | 0 |
| GEV | Ge Vernova Inc. |
17 |
0.29% | 1.1% | +0.07% | 7 | 0 | 5 | 0 |
| NSC | Norfolk Southern Corp. |
7 |
0.06% | 1.1% | −0.07% | 0 | 3 | 2 | 0 |
| CRS | Carpenter Technology Corp. |
6 |
0.07% | 3.4% | −0.06% | 0 | 0 | 6 | 1 |
| CP | Canadian Pacific Kansas City |
7 |
0.28% | 3.1% | −0.05% | 0 | 2 | 4 | 0 |
| CSX | Csx Corporation |
3 |
<0.01% | 0.80% | −0.05% | 0 | 1 | 1 | 1 |
| EFX | Equifax Inc. |
12 |
0.13% | 1.0% | −0.05% | 2 | 4 | 5 | 1 |
| RACE | Ferrari N V |
5 |
0.07% | 3.5% | +0.05% | 1 | 1 | 1 | 0 |
| URI | Sunbelt Rentals Holdings, Inc. |
20 |
0.38% | 2.4% | −0.04% | 1 | — | — | 0 |
| CLH | Clean Harbors Inc. |
3 |
0.04% | 1.2% | −0.04% | 0 | 1 | 2 | 1 |
| ENTG | Entegris Inc. |
7 |
0.02% | 0.89% | −0.04% | 1 | 1 | 5 | 2 |
| MKSI | Mks Inc. |
7 |
0.06% | 2.9% | +0.04% | 4 | 0 | 3 | 0 |
| EXPD | Expeditors Intl Wash Inc. |
1 |
0.02% | 0.55% | −0.04% | 0 | 0 | 1 | 0 |
| FDX | Fedex Corp. |
10 |
0.32% | 1.2% | −0.04% | 1 | — | — | 2 |
| NOC | Northrop Grumman Corp. |
4 |
0.06% | 0.57% | −0.03% | 0 | 1 | 1 | 1 |
| CHRW | C H Robinson Worldwide In |
4 |
0.05% | 0.78% | −0.03% | 0 | 0 | 3 | 2 |
| UAL | United Airls Hldgs Inc. |
6 |
0.14% | 2.3% | +0.03% | 1 | 1 | 4 | 0 |
| STRL | Sterling Infrastructure Inc. |
2 |
0.03% | 1.6% | +0.03% | 1 | 0 | 1 | 1 |
| MAIR | Madison Air Solutions Corp. |
5 |
0.03% | 0.89% | +0.03% | 5 | 0 | 0 | 0 |
| LOAR | Loar Holdings Inc. |
2 |
0.16% | 23.7% | +0.03% | 0 | 1 | 0 | 0 |
| UNP | Union Pac Corp. |
15 |
0.14% | 1.4% | +0.03% | 1 | 5 | 6 | 0 |
| CE | Celanese Corp. |
2 |
0.04% | 1.6% | −0.03% | 0 | 1 | 1 | 0 |
| FAST | Fastenal Co. |
4 |
0.02% | 4.2% | −0.03% | 0 | 1 | 2 | 0 |
| KNX | Knight-Swift Transn Hldgs In |
2 |
<0.01% | 0.22% | −0.03% | 1 | 0 | 1 | 2 |
| RBC | Rbc Bearings Inc. |
4 |
0.07% | 2.9% | −0.02% | 0 | 2 | 2 | 0 |
| JCI | Johnson Controls International PLC |
9 |
0.59% | 2.5% | −0.02% | 0 | 2 | 5 | 0 |
| WAB | Wabtec |
6 |
0.02% | 1.3% | −0.02% | 1 | 1 | 3 | 1 |
| CARR | Carrier Global Corp. |
5 |
0.13% | 0.59% | +0.02% | 1 | 2 | 0 | 0 |
| VFC | Vf Corp. |
3 |
0.03% | 8.3% | −0.02% | 0 | 0 | 3 | 1 |
| RAL | Ralliant Corp. |
1 |
0.06% | 0.54% | +0.02% | 0 | 1 | 0 | 1 |
| FERG | Ferguson Enterprises Inc. |
14 |
0.17% | 2.2% | −0.02% | 0 | — | — | 0 |
| DE | Deere & Co. |
9 |
0.21% | 1.6% | −0.01% | 0 | 1 | 3 | 1 |
| OTIS | Otis Worldwide Corp. |
4 |
<0.01% | 0.03% | −0.01% | 0 | 2 | 1 | 1 |
| NTR | Nutrien Ltd |
5 |
0.04% | 0.52% | −0.01% | 0 | 2 | 2 | 0 |
| BRKR | Bruker Corp. |
3 |
0.01% | 1.4% | +0.01% | 3 | 0 | 0 | 0 |
| VRSK | Verisk Analytics Inc. |
8 |
0.06% | 0.49% | +0.01% | 0 | 3 | 3 | 0 |
| AAL | American Airlines Group Inc. |
2 |
0.01% | 2.5% | +0.01% | 2 | 0 | 0 | 0 |
| ADP | Automatic Data Processing In |
8 |
0.11% | 1.7% | +0.01% | 1 | 5 | 2 | 0 |
| CX | Cemex Sab De Cv |
4 |
0.06% | 1.0% | −0.01% | 0 | 1 | 3 | 0 |
| LMT | Lockheed Martin Corp. |
10 |
0.07% | 0.44% | +0.01% | 1 | 4 | 1 | 0 |
| VSNT | Versant Media Group, Inc. |
5 |
0.01% | 0.63% | −0.01% | 0 | 2 | 2 | 2 |
| GD | General Dynamics Corp. |
6 |
0.08% | 0.76% | −0.01% | 0 | 2 | 1 | 0 |
| LHX | L3harris Technologies Inc. |
5 |
0.01% | 0.47% | −0.01% | 0 | 3 | 0 | 2 |
| ATI | Ati Inc. |
5 |
0.02% | 0.56% | −0.01% | 1 | 1 | 3 | 1 |
| EME | Emcor Group Inc. |
3 |
0.02% | 0.49% | +0.01% | 1 | 1 | 1 | 0 |
| FIX | Comfort Sys USA Inc. |
4 |
0.03% | 0.37% | +0.01% | 1 | 1 | 1 | 0 |
| MAS | Masco Corp. |
3 |
0.05% | 0.84% | +0.01% | 0 | 2 | 1 | 0 |
| FWONK | Liberty Media Corp. Del |
7 |
0.06% | 2.9% | −0.01% | 1 | 0 | 4 | 2 |
| AVTR | Avantor, Inc. |
5 |
0.09% | 1.5% | +0.01% | 0 | 5 | 0 | 1 |
| XE | X-Energy Inc. |
5 |
<0.01% | 0.25% | +0.01% | 5 | 0 | 0 | 0 |
| OLN | Olin Corporation |
4 |
0.01% | 1.5% | −0.01% | 0 | 2 | 2 | 0 |
| BLDR | Builders Firstsource Inc. |
7 |
0.02% | 1.6% | +0.01% | 3 | 2 | 2 | 1 |
| ETN | Eaton Corp. PLC |
4 |
0.12% | 1.1% | +0.01% | 0 | — | — | 0 |
| BIO | Bio Rad Labs Inc. |
3 |
0.07% | 1.7% | −0.01% | 0 | 2 | 1 | 1 |
| SOLS | Solstice Advanced Matls Inc. |
2 |
<0.01% | 0.06% | −0.01% | 0 | 0 | 1 | 1 |
| TXG | 10X Genomics Inc. |
3 |
0.03% | 1.4% | +0.01% | 2 | 0 | 1 | 0 |
| RRX | Regal Rexnord Corporation |
5 |
0.03% | 0.73% | −0.01% | 3 | 0 | 2 | 1 |
| TECK | Teck Resources Ltd., Class B |
2 |
0.03% | 1.8% | −0.01% | 0 | 0 | 2 | 1 |
| STLA | Stellantis N.v |
3 |
<0.01% | 1.2% | −0.01% | 0 | 0 | 1 | 2 |
| CSL | Carlisle Cos Inc. |
4 |
0.03% | 0.59% | +0.01% | 0 | 1 | 2 | 0 |
| AXON | Axon Enterprise Inc. |
1 |
<0.01% | 0.13% | −0.01% | 0 | 1 | 0 | 3 |
| FLS | Flowserve Corp. |
5 |
0.04% | 1.4% | +0.01% | 1 | 2 | 2 | 0 |
| CMI | Cummins Inc. |
5 |
0.02% | 0.71% | −0.01% | 0 | 0 | 3 | 1 |
| RGLD | Royal Gold Inc. |
4 |
0.01% | 1.4% | −0.01% | 0 | 2 | 2 | 1 |
| HWM | Howmet Aerospace Inc. |
2 |
<0.01% | 0.53% | +0.01% | 1 | 0 | 0 | 1 |
| CPRT | Copart Inc. |
6 |
0.02% | 1.4% | −0.01% | 0 | 2 | 4 | 0 |
| AA | Alcoa Corp. |
1 |
<0.01% | 0.19% | −0.01% | 0 | 0 | 1 | 2 |
| NWL | Newell Brands Inc. |
1 |
0.02% | 0.86% | +0.01% | 0 | 1 | 0 | 0 |
| JHX | James Hardie Inds PLC |
5 |
0.05% | 0.48% | +0.01% | 1 | 1 | 3 | 2 |
| CNH | Cnh Indl N V |
5 |
0.06% | 4.5% | −0.01% | 0 | 2 | 2 | 1 |
| FER | Ferrovial NV |
1 |
0.08% | 2.7% | −0.01% | 0 | 1 | 0 | 0 |
| EXP | Eagle Matls Inc. |
3 |
<0.01% | 0.75% | −0.01% | 0 | 0 | 2 | 1 |
| HEI | Heico Corp. New |
6 |
0.04% | 2.1% | +0.01% | 0 | — | — | 0 |
| ROL | Rollins Inc. |
5 |
0.01% | 0.36% | −0.01% | 1 | 2 | 1 | 2 |
| GGG | Graco Inc. |
1 |
0.02% | 2.6% | −0.01% | 0 | 0 | 1 | 0 |
| FTAI | Ftai Aviation Ltd |
5 |
0.02% | 0.35% | +0.01% | 2 | — | — | 0 |
| VRT | Vertiv Holdings Co. |
9 |
0.11% | 2.6% | −0.00% | 1 | 0 | 6 | 1 |
| AMRZ | Amrize Ltd |
6 |
0.06% | 0.98% | +0.00% | 2 | — | — | 1 |
| ACHR | Archer Aviation Inc. |
1 |
<0.01% | 0.98% | −0.00% | 0 | 0 | 1 | 0 |
| LII | Lennox Intl Inc. |
1 |
0.05% | 2.6% | +0.00% | 0 | 1 | 0 | 0 |
| BA | Boeing Co. |
12 |
0.07% | 1.2% | +0.00% | 1 | 4 | 4 | 1 |
| OSK | Oshkosh Corp. (OSK) |
6 |
0.03% | 1.9% | −0.00% | 0 | 1 | 3 | 1 |
| AADX | Applied Aerospace & Defense |
5 |
<0.01% | 0.15% | +0.00% | 5 | 0 | 0 | 0 |
| AESI | Atlas Energy Solutions Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| MIDD | Middleby Corp. |
2 |
0.02% | 1.5% | +0.00% | 1 | 1 | 0 | 1 |
| NVT | Nvent Elec PLC |
4 |
0.02% | 1.00% | +0.00% | 1 | 1 | 2 | 0 |
| KTOS | Kratos Defense & Security Solutions Inc. |
2 |
0.02% | 0.80% | −0.00% | 0 | 2 | 0 | 2 |
| ROG | Rogers Corp. |
3 |
<0.01% | 0.63% | −0.00% | 0 | 2 | 1 | 1 |
| CTAS | Cintas Corporation |
4 |
<0.01% | 0.36% | +0.00% | 1 | 1 | 1 | 0 |
| REZI | Resideo Technologies Inc. |
6 |
0.02% | 0.69% | −0.00% | 0 | 5 | 1 | 0 |
| ALMR | Alamar Biosciences Inc. |
4 |
<0.01% | 0.20% | +0.00% | 4 | 0 | 0 | 0 |
| ZTO | Zto Express Cayman Inc. |
1 |
<0.01% | 0.48% | −0.00% | 0 | 0 | 1 | 0 |
| AVAV | Aerovironment Inc. |
1 |
<0.01% | 0.65% | −0.00% | 0 | 1 | 0 | 1 |
| MIR | Mirion Technologies Inc. |
4 |
0.02% | 1.4% | +0.00% | 0 | 3 | 0 | 1 |
| HON | Honeywell Aerospace Inc. |
6 |
<0.01% | 0.21% | −0.00% | 0 | — | — | 1 |
| NPO | Enpro Inc. |
2 |
0.01% | 0.14% | +0.00% | 0 | 2 | 0 | 0 |
| KRMN | Karman Hldgs Inc. |
1 |
<0.01% | 0.11% | −0.00% | 0 | 1 | 0 | 1 |
| BMI | Badger Meter Inc. |
3 |
<0.01% | 0.21% | −0.00% | 1 | 1 | 1 | 1 |
| AWI | Armstrong World Inds Inc. New |
2 |
0.02% | 1.5% | +0.00% | 0 | 2 | 0 | 0 |
| BW | Babcock & Wilcox Enterprises |
4 |
<0.01% | 0.17% | +0.00% | 2 | 1 | 1 | 0 |
| TDG | Transdigm Group Inc. |
8 |
0.18% | 8.0% | +0.00% | 0 | 2 | 4 | 0 |
| GNRC | Generac Hldgs Inc. |
7 |
0.03% | 1.0% | +0.00% | 0 | 1 | 5 | 1 |
| ODFL | Old Dominion Freight Line In |
3 |
<0.01% | 1.9% | −0.00% | 0 | 1 | 1 | 2 |
| FWONA | Liberty Media Corp. Del |
4 |
<0.01% | 0.47% | +0.00% | 1 | 1 | 2 | 0 |
| WSC | Willscot Holdings Corp. |
2 |
<0.01% | 1.6% | +0.00% | 1 | 0 | 0 | 0 |
| AGCO | Agco Corporation |
1 |
0.01% | 1.1% | −0.00% | 0 | 0 | 1 | 2 |
| KMT | Kennametal Inc. |
2 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 2 | 0 |
| HUN | Huntsman Corp. |
3 |
<0.01% | 0.06% | −0.00% | 0 | 2 | 1 | 1 |
| ONTO | Onto Innovation Inc. |
5 |
<0.01% | 0.91% | +0.00% | 2 | 2 | 1 | 0 |
| ECVT | Ecovyst Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| SQM | Sociedad Quimica Y Minera De |
1 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 1 | 0 |
| ST | Sensata Technologies Hldg Pl |
2 |
<0.01% | 0.79% | −0.00% | 0 | 0 | 2 | 0 |
| MT | Arcelormittal SA Luxembourg |
3 |
<0.01% | 0.04% | −0.00% | 0 | 0 | 3 | 0 |
| MSB | Mesabi Tr |
1 |
<0.01% | 0.92% | −0.00% | 0 | 1 | 0 | 0 |
| ESI | Element Solutions Inc. |
4 |
<0.01% | 0.54% | +0.00% | 1 | 1 | 2 | 0 |
| SWK | Stanley Black & Decker Inc. |
1 |
<0.01% | 1.9% | −0.00% | 0 | 1 | 0 | 1 |
| PSIX | Power Solutions Intl Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 1 | 0 | 1 |
| TEX | Terex Corp. New |
1 |
<0.01% | 0.39% | +0.00% | 1 | 0 | 0 | 2 |
| ITRI | Itron Inc. |
2 |
<0.01% | 0.61% | +0.00% | 1 | 1 | 0 | 0 |
| LUV | Southwest Airls Co. |
4 |
0.08% | 2.3% | −0.00% | 0 | 1 | 2 | 0 |
| IR | Ingersoll Rand Inc. |
2 |
<0.01% | 0.92% | +0.00% | 0 | 2 | 0 | 0 |
| GWW | W.w. Grainger Inc. |
2 |
<0.01% | 0.05% | −0.00% | 0 | 0 | 2 | 2 |
| ACA | Arcosa Inc. |
2 |
<0.01% | 0.15% | +0.00% | 1 | 1 | 0 | 0 |
| BCO | Brinks Co. |
1 |
<0.01% | 0.86% | −0.00% | 0 | 0 | 1 | 0 |
| COHU | Cohu Inc. |
1 |
<0.01% | 0.07% | +0.00% | 0 | 1 | 0 | 0 |
| ROK | Rockwell Automation Inc. |
3 |
0.01% | 0.59% | +0.00% | 0 | 0 | 1 | 0 |
| FUL | Fuller H B Co. |
2 |
<0.01% | 0.67% | −0.00% | 0 | 2 | 0 | 0 |
| ALNT | Allient Inc. |
1 |
<0.01% | 2.0% | +0.00% | 1 | 0 | 0 | 0 |
| BC | Brunswick Corp. |
3 |
<0.01% | 0.09% | −0.00% | 1 | 0 | 1 | 1 |
| RKLB | Rocket Lab Corp. |
4 |
0.01% | 0.79% | +0.00% | 1 | — | — | 0 |
| SMG | Scotts Miracle-Gro Co. |
2 |
<0.01% | 0.49% | +0.00% | 1 | 1 | 0 | 2 |
| CNI | Canadian Natl Ry Co. |
7 |
0.43% | 2.9% | −0.00% | 0 | 1 | 2 | 1 |
| PWR | Quanta Svcs Inc. |
2 |
0.01% | 0.17% | +0.00% | 0 | 0 | 1 | 0 |
| PAYX | Paychex Inc. |
3 |
<0.01% | 0.91% | +0.00% | 1 | 1 | 0 | 0 |
| LDOS | Leidos Holdings Inc. |
1 |
<0.01% | 0.07% | −0.00% | 0 | 0 | 1 | 0 |
| CR | Crane Company |
2 |
<0.01% | 4.0% | +0.00% | 1 | 0 | 1 | 0 |
| DY | Dycom Inds Inc. |
2 |
<0.01% | 0.90% | +0.00% | 1 | 0 | 1 | 1 |
| THO | Thor Inds Inc. |
3 |
<0.01% | 0.14% | −0.00% | 1 | 0 | 2 | 0 |
| WGO | Winnebago Inds Inc. |
1 |
<0.01% | 0.16% | +0.00% | 0 | 1 | 0 | 0 |
| KBR | Kbr Inc. |
2 |
<0.01% | 1.1% | −0.00% | 0 | 1 | 0 | 1 |
| RS | Reliance, Inc. |
2 |
0.02% | 1.6% | +0.00% | 0 | 2 | 0 | 0 |
| HUBB | Hubbell Inc. |
2 |
<0.01% | 3.5% | +0.00% | 0 | 1 | 1 | 0 |
| GFF | Griffon Corp. |
1 |
<0.01% | 0.03% | +0.00% | 1 | 0 | 0 | 0 |
| PCT | Purecycle Technologies Inc. |
3 |
<0.01% | 0.14% | +0.00% | 0 | — | — | 1 |
| FLR | Fluor Corp. |
4 |
0.03% | 2.5% | −0.00% | 1 | 1 | 2 | 2 |
| MTRN | Materion Corp. |
3 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 2 | 0 |
| CGNX | Cognex Corp. |
3 |
0.01% | 2.8% | +0.00% | 0 | 1 | 2 | 0 |
| MTZ | Mastec Inc. |
6 |
0.06% | 1.9% | +0.00% | 0 | 2 | 3 | 2 |
| PVH | Pvh Corporation |
4 |
0.03% | 3.7% | +0.00% | 1 | 2 | 1 | 0 |
| LAB | Standard Biotools Inc. |
1 |
<0.01% | 0.14% | −0.00% | 0 | 0 | 0 | 1 |
| TKR | Timken Co. |
4 |
<0.01% | 0.47% | +0.00% | 1 | 1 | 1 | 2 |
| SARO | Standardaero Inc. |
2 |
<0.01% | 0.30% | −0.00% | 0 | 0 | 2 | 1 |
| KALU | Kaiser Aluminium Corporation |
3 |
<0.01% | 0.33% | +0.00% | 0 | 1 | 2 | 0 |
| PCAR | Paccar Inc. |
1 |
<0.01% | 0.35% | −0.00% | 0 | 0 | 0 | 0 |
| KWR | Quaker Houghton |
1 |
<0.01% | 0.04% | +0.00% | 0 | 1 | 0 | 0 |
| SYM | Symbotic Inc. |
1 |
<0.01% | 0.23% | −0.00% | 0 | 1 | 0 | 0 |
| ESLT | Elbit Systems Ltd |
1 |
<0.01% | 0.31% | −0.00% | 0 | 1 | 0 | 0 |
| HRI | Herc Hldgs Inc. |
3 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| DCO | Ducommun Inc. Del |
1 |
<0.01% | 0.05% | +0.00% | 0 | 1 | 0 | 0 |
| FTK | Flotek Industries Inc. |
2 |
<0.01% | 0.03% | +0.00% | 1 | 1 | 0 | 0 |
| UUUU | Energy Fuels Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| BR | Broadridge Financial Solutions, Inc. |
4 |
0.01% | 0.70% | +0.00% | 1 | 0 | 2 | 0 |
| ITW | Illinois Tool Wks Inc. |
5 |
<0.01% | 0.30% | −0.00% | 0 | 1 | 1 | 0 |
| RR | Richtech Robotics Inc. |
1 |
<0.01% | 0.13% | −0.00% | 0 | 0 | 1 | 0 |
| EVC | Entravision Communications Corp. |
2 |
<0.01% | 1.1% | +0.00% | 2 | 0 | 0 | 0 |
| ATS | Ats Corp. |
1 |
<0.01% | 2.7% | −0.00% | 0 | 0 | 0 | 0 |
| CVLG | Covenant Logistics Group Inc. |
2 |
<0.01% | 0.02% | +0.00% | 1 | 1 | 0 | 0 |
| IEX | Idex Ord |
4 |
<0.01% | 1.1% | +0.00% | 0 | 1 | 2 | 0 |
| JBI | Janus International Group In |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 2 |
| MWH | Solv Energy Inc. |
1 |
<0.01% | 0.18% | +0.00% | 0 | 1 | 0 | 1 |
| DCI | Donaldson Inc. |
4 |
<0.01% | 0.12% | −0.00% | 0 | 0 | 2 | 0 |
| AVNT | Avient Corporation |
2 |
<0.01% | 0.02% | −0.00% | 0 | 0 | 2 | 1 |
| MEC | Mayville Engr Co. Inc. |
2 |
<0.01% | 0.02% | +0.00% | 1 | 0 | 1 | 0 |
| AEBI | Aebi Schmidt Hldg AG |
3 |
<0.01% | 0.06% | +0.00% | 0 | 1 | 1 | 0 |
| CYD | China Yuchai Intl Ltd |
3 |
<0.01% | 4.2% | −0.00% | 1 | 0 | 1 | 0 |
| HUBG | Hub Group Inc. |
2 |
<0.01% | 0.03% | −0.00% | 1 | 0 | 1 | 1 |
| CBT | Cabot Corp. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| NPKI | Npk International Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| QTRX | Quanterix Corp. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| MASS | 908 Devices Inc. |
2 |
<0.01% | 0.06% | +0.00% | 0 | 2 | 0 | 0 |
| TNC | Tennant Co. |
3 |
<0.01% | 0.19% | +0.00% | 0 | 1 | 2 | 0 |
| CMC | Commercial Metals Co. |
2 |
<0.01% | 0.03% | +0.00% | 1 | 1 | 0 | 0 |
| CENX | Century Alum Co. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| PACB | Pacific Biosciences Of California, Inc. |
3 |
<0.01% | 0.11% | −0.00% | 0 | 0 | 3 | 0 |
| CECO | Ceco Environmental Corp. |
2 |
<0.01% | 0.07% | −0.00% | 0 | 1 | 1 | 1 |
| PKOH | Park-Ohio Hldgs Corp. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 0 | 1 | 0 |
| AAON | Aaon Inc. |
2 |
<0.01% | 0.49% | −0.00% | 0 | 1 | 1 | 0 |
| INTT | Intest Corp. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| HL | Hecla Mining Company |
2 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 1 | 0 |
| HII | Huntington Ingalls Inds Inc. |
1 |
<0.01% | 0.06% | −0.00% | 0 | 0 | 0 | 0 |
| AIRJ | Airjoule Technologies Corp. |
2 |
<0.01% | 0.02% | +0.00% | 2 | 0 | 0 | 0 |
| PH | Parker-Hannifin Corp. |
4 |
<0.01% | 0.07% | −0.00% | 0 | 0 | 1 | 0 |
| MYE | Myers Inds Inc. |
1 |
<0.01% | 0.08% | −0.00% | 0 | 0 | 1 | 0 |
| BDC | Belden Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| ALLE | Allegiant Travel Co. |
1 |
<0.01% | 0.05% | −0.00% | 0 | 0 | 0 | 1 |
| CBUS | Cibus Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| EMR | Emerson Elec Co. |
6 |
<0.01% | 0.59% | −0.00% | 0 | 0 | 4 | 1 |
| UPS | United Parcel Service, Inc. Cl B |
10 |
<0.01% | 1.0% | +0.00% | 2 | 4 | 3 | 1 |
| MMM | 3M Co. |
7 |
<0.01% | 0.22% | −0.00% | 0 | 0 | 6 | 0 |
| IPI | Intrepid Potash Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 0 |
| OEC | Orion S.a. |
3 |
<0.01% | 0.06% | −0.00% | 0 | 2 | 0 | 0 |
| ITT | Itt Inc. |
1 |
<0.01% | 0.21% | −0.00% | 0 | 0 | 1 | 0 |
| SNA | Snap On Inc. |
3 |
<0.01% | 0.05% | −0.00% | 0 | 0 | 2 | 1 |
| CDNL | Cardinal Infrastructure Grou |
1 |
<0.01% | 0.02% | +0.00% | 1 | 0 | 0 | 0 |
| MYRG | Myr Group Inc. |
1 |
<0.01% | 1.0% | −0.00% | 0 | 0 | 1 | 0 |
| MTW | Manitowoc Co. Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 1 |
| PLOW | Douglas Dynamics Inc. |
1 |
<0.01% | 0.22% | −0.00% | 0 | 0 | 1 | 0 |
| AEHR | Aehr Test Sys |
2 |
<0.01% | 0.03% | +0.00% | 0 | 0 | 2 | 0 |
| TX | Ternium SA |
1 |
<0.01% | 0.34% | −0.00% | 0 | 0 | 1 | 0 |
| CDXS | Codexis Inc. |
1 |
<0.01% | 1.4% | +0.00% | 0 | 0 | 0 | 0 |
| AME | Ametek Inc. |
5 |
0.01% | 1.1% | −0.00% | 2 | 1 | 2 | 0 |
| ASIX | Advansix Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| JBTM | Jbt Marel Corporation |
4 |
<0.01% | 0.07% | +0.00% | 0 | 3 | 0 | 0 |
| CCK | Crown Hldgs Inc. |
5 |
<0.01% | 0.11% | −0.00% | 0 | 1 | 3 | 1 |
| KNF | Knife River Corp. |
1 |
<0.01% | 0.10% | −0.00% | 0 | 0 | 1 | 0 |
| WNC | Wabash Natl Corp. |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| BWXT | Bwx Technologies Inc. |
6 |
<0.01% | 0.27% | −0.00% | 0 | 3 | 3 | 0 |
| GTN | Gray Media Inc. |
1 |
<0.01% | 6.8% | +0.00% | 0 | 1 | 0 | 0 |
| LCID | Lucid Group Inc. |
2 |
<0.01% | 0.01% | −0.00% | 0 | 1 | 0 | 0 |
| WDFC | Wd 40 Co. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| SAIA | Saia Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| MBUU | Malibu Boats Inc. |
1 |
<0.01% | 0.14% | −0.00% | 0 | 1 | 0 | 0 |
| EMN | Eastman Chem Co. |
2 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 0 | 0 |
| PNR | Pentair PLC |
1 |
<0.01% | 0.04% | −0.00% | 0 | 0 | 1 | 0 |
| NN | Nextnav Inc. |
1 |
<0.01% | 5.1% | +0.00% | 0 | 1 | 0 | 0 |
| TRS | Trimas Corp. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 1 |
| EFXT | Enerflex Ltd |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 1 |
| ARCB | Arcbest Corp. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| HXL | Hexcel Corp. New |
1 |
<0.01% | 0.14% | +0.00% | 0 | 0 | 0 | 0 |
| ESAB | Esab Corporation |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 1 |
| IESC | Ies Holdings Inc. |
1 |
<0.01% | 0.05% | −0.00% | 0 | 0 | 1 | 0 |
| TRNS | Transcat Inc. |
2 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 1 | 0 |
| NX | Quanex Bldg Prods Corp. |
1 |
<0.01% | 0.01% | −0.00% | 0 | 0 | 1 | 0 |
| ALTG | Alta Equipment Group Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| SMR | Nuscale Power Corporation |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 2 |
| UVV | Universal Corp. Va Mtns Bk En |
1 |
<0.01% | 0.06% | −0.00% | 0 | 1 | 0 | 0 |
| VLTO | Veralto Corp. |
3 |
<0.01% | 0.19% | +0.00% | 0 | 1 | 0 | 0 |
| VOYG | Voyager Technologies Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 2 |
| VNT | Vontier Corporation |
1 |
<0.01% | 1.7% | −0.00% | 0 | 1 | 0 | 0 |
| CXT | Crane Nxt Co. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| RLGT | Radiant Logistics Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| SEB | Seaboard Corp. Del |
1 |
<0.01% | 0.03% | −0.00% | 0 | 1 | 0 | 0 |
| JOBY | Joby Aviation Inc. |
2 |
<0.01% | 0.21% | +0.00% | 0 | 2 | 0 | 0 |
| WERN | Werner Enterprises Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| LOMA | Loma Negra Cia Industrial Argentina SA |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| DPRO | Draganfly Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| NDSN | Nordson Corporation |
1 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 1 | 0 |
| ROAD | Construction Partners Inc. |
1 |
<0.01% | 0.02% | −0.00% | 0 | 0 | 1 | 0 |
| DOV | Dover Corp. |
2 |
<0.01% | 0.03% | −0.00% | 0 | 0 | 2 | 0 |
| PRM | Perimeter Solutions Inc. |
3 |
<0.01% | 1.2% | +0.00% | 0 | 0 | 2 | 0 |
| HURC | Hurco Co. |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| GGB | Gerdau SA |
1 |
<0.01% | 0.32% | +0.00% | 0 | 1 | 0 | 0 |
| TWI | Titan Intl Inc. Ill |
1 |
<0.01% | 0.01% | +0.00% | 0 | 1 | 0 | 0 |
| IIIN | Insteel Inds Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| CPAC | Cementos Pacasmayo Saa |
1 |
<0.01% | 0.02% | +0.00% | 1 | 0 | 0 | 0 |
| HTLD | Heartland Express Inc. |
1 |
<0.01% | 0.16% | +0.00% | 0 | 1 | 0 | 0 |
| TRN | Trinity Inds Inc. |
1 |
<0.01% | 0.03% | +0.00% | 0 | 1 | 0 | 0 |
| PLPC | Preformed Line Prods Co. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 0 | 1 | 0 |
| ASTE | Astec Inds Inc. |
2 |
<0.01% | 0.03% | +0.00% | 0 | 2 | 0 | 1 |
| MEOH | Methanex Corp. |
1 |
<0.01% | 0.43% | −0.00% | 0 | 0 | 0 | 0 |
| ALG | Alamo Group Inc. |
1 |
<0.01% | 1.1% | +0.00% | 0 | 1 | 0 | 0 |
| ATRO | Astronics Corp. |
3 |
<0.01% | 0.02% | −0.00% | 0 | 1 | 2 | 0 |
| ALH | Alliance Laundry Hldgs Inc. |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| AIR | Aar Corp. |
3 |
<0.01% | 0.05% | −0.00% | 0 | 2 | 1 | 1 |
| ASPI | Asp Isotopes Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| YSS | York Space Systems Inc. |
1 |
<0.01% | <0.01% | −0.00% | 1 | 0 | 0 | 1 |
| AZZ | Azz Inc. |
1 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 0 | 1 |
| PRLB | Proto Labs Inc. |
2 |
<0.01% | 0.02% | +0.00% | 0 | 0 | 2 | 0 |
| J | Jacobs Solutions Inc. |
2 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 2 | 0 |
| GOLD | Gold.com, Inc. |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| LECO | Lincoln Electric Holdings Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| SWIM | Latham Group |
1 |
<0.01% | 0.32% | +0.00% | 0 | 0 | 1 | 0 |
| AVEX | Aevex Corp. |
1 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| TT | Trane Technologies PLC |
2 |
<0.01% | 0.09% | −0.00% | 0 | 0 | 2 | 0 |
| QSI | Quantum-Si Inc. |
1 |
<0.01% | 0.04% | +0.00% | 0 | 1 | 0 | 0 |
| TFII | Tfi International 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 |
| POWW | Outdoor Holding Co. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 1 | 0 | 0 |
| VMI | Valmont Inds Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 0 | 0 |
| PESI | Perma-Fix Environmental Svcs |
0 |
<0.01% | — | −0.00% | 0 | 0 | 0 | 1 |
| XYL | Xylem Inc. |
1 |
<0.01% | 0.02% | −0.00% | 0 | 1 | 0 | 0 |
| FMC | Fmc Corp. |
1 |
<0.01% | 0.04% | −0.00% | 0 | 1 | 0 | 0 |
| RGR | Sturm Ruger & Co. Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 0 | 0 |
| CMCO | Columbus Mckinnon Corp. N Y |
2 |
<0.01% | 0.86% | +0.00% | 0 | 2 | 0 | 1 |
| JBHT | Hunt J B Trans Svcs Inc. |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 1 | 0 |
| MLI | Mueller Inds 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 |
| ARQ | Arq Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| CMP | Compass Minerals |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 0 | 0 |
| VVV | Valvoline |
1 |
<0.01% | <0.01% | +0.00% | 0 | 0 | 0 | 0 |