Follow-The-Filings

Cross-manager

Summary

Quarter-aligned featured master book: the same report period across the set, then the prior quarter.

136 of 137 filed constant set 136 2024 Q4 → 2025 Q1 dollar-sum holdings as of 31 Mar 2025 as of 13 Sep

grid activity managers

sectors · dollar-sum · 136 of 137 filed · constant set 136

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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.

sector 2024 Q4 2025 Q1 Δ $ 2025 Q1
Communication Services 9.0% 8.0% −0.96% $102.5B
Consumer Discretionary 10.6% 10.4% −0.22% $132.4B
Consumer Staples 5.4% 6.0% +0.68% $77.3B
Energy 5.3% 6.0% +0.76% $76.8B
Financials 22.9% 22.8% −0.17% $290.9B
Health Care 9.9% 10.9% +0.99% $139B
Industrials 9.9% 10.1% +0.19% $129.3B
Information Technology 22.4% 20.8% −1.56% $266.2B
Materials 1.6% 1.8% +0.23% $22.9B
Real Estate 1.9% 2.0% +0.10% $26.1B
Utilities 1.2% 1.1% −0.05% $14B

names · 300 shown · 136 of 137 filed · dollar-sum

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Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Dollars across the constant set.

Unfiltered cap 300. Open a sector to see the rest.

Dimmed counts are split-suspect.

ticker issuer owners eq usd Δ new add reduce exit
MSFT Microsoft Corp.
63
2.5% 3.4% −0.11% 2 26 26 3
AMZN Amazon Com Inc.
51
1.9% 1.9% −0.17% 1 25 21 2
META Meta Platforms Inc.
47
1.9% 2.1% +0.07% 6 14 24 2
CVNA Carvana Co.
13
1.8% 0.34% +0.06% 4 2 5 0
BRK.B Berkshire Hathaway Inc. Del
31
1.5% 1.1% +0.23% 1 3 22 0
GOOG Alphabet Inc.
45
1.4% 1.4% −0.36% 1 11 27 3
BRK.A Berkshire Hathaway Inc. Cl A
22
1.3% 0.36% +0.04% 0 1 9 0
GOOGL Alphabet Inc.
47
1.3% 1.1% −0.33% 1 15 21 7
AAPL Apple Inc.
29
1.1% 6.0% +0.04% 2 6 15 5
V Visa Inc.
34
0.95% 1.5% +0.17% 1 5 21 2
TSM Taiwan Semiconductor Mfg Ltd
38
0.87% 1.1% −0.12% 6 15 12 2
MA Mastercard Inc.
28
0.76% 0.80% +0.03% 1 3 15 2
NVDA Nvidia Corporation
30
0.65% 0.43% −0.03% 6 14 9 2
COF Capital One Financial Corp.
24
0.59% 0.89% +0.07% 4 5 13 0
JOE St Joe Co.
2
0.58% 0.07% +0.01% 0 0 2 0
BN Brookfield Corp.
12
0.54% 0.35% −0.00% 0 2 9 0
UNH Unitedhealth Group Inc.
29
0.53% 0.70% +0.05% 3 9 15 6
BAC Bank Amer Corp.
24
0.53% 2.5% −0.10% 2 3 16 0
MCO Moodys Corp.
18
0.53% 1.5% +0.03% 0 2 7 1
INTU Intuit
17
0.51% 0.40% +0.05% 2 5 8 0
UBER Uber Technologies Inc.
17
0.50% 0.31% +0.17% 1 7 7 1
TDG Transdigm Group Inc.
6
0.50% 0.15% +0.02% 0 2 2 0
CHTR Charter Communications, Inc.
13
0.47% 0.64% +0.05% 0 2 9 3
CVS Cvs Health Corp.
13
0.45% 0.65% +0.26% 0 6 4 0
DIS Disney Walt Co.
25
0.44% 0.21% +0.00% 2 5 14 0
C Citigroup Inc. (C)
13
0.43% 0.36% −0.07% 0 3 8 2
FLUT Flutter Entmt PLC
19
0.43% 0.36% +0.07% 4 9 3 1
CP Canadian Pacific Kansas City
11
0.43% 0.53% +0.01% 2 4 3 2
APP Applovin Corp.
14
0.42% 0.22% +0.00% 6 3 5 0
MKL Markel Group, Inc.
8
0.42% 0.10% +0.02% 0 5 3 0
GE Ge Aerospace
12
0.42% 1.0% +0.20% 0 3 6 1
SCHW The Charles Schwab Corp.
16
0.40% 0.97% +0.10% 2 5 7 2
PDD Pdd Holdings Inc.
11
0.40% 0.26% +0.11% 1 4 6 3
IEP Icahn Enterprises LP
1
0.40% 0.31% +0.03% 0 0 0 0
TPL Texas Pacific Land Corp.
1
0.40% 0.36% +0.07% 0 0 1 0
FICO Fair Isaac Corp.
7
0.39% 0.17% −0.01% 1 2 3 0
SNX Td Synnex Corporation
6
0.39% 0.07% −0.01% 0 2 4 0
ELV Elevance Health Inc.
14
0.38% 0.49% +0.10% 1 6 5 0
PGR Progressive Corp.
10
0.36% 0.11% −0.01% 1 0 6 1
AVGO Broadcom Inc.
18
0.35% 0.20% −0.08% 4 8 5 2
LOAR Loar Holdings Inc.
3
0.35% 0.20% +0.00% 0 1 1 0
LAD Lithia Mtrs Inc.
8
0.33% 0.14% −0.03% 0 2 3 2
JPM Jpmorgan Chase & Co.
21
0.33% 0.27% −0.09% 1 4 12 0
AXP American Express Co.
17
0.32% 3.1% −0.16% 1 0 8 1
VEON Veon Ltd
1
0.32% 0.02% +0.00% 0 0 1 0
NFLX Netflix Inc.
12
0.32% 0.22% −0.02% 1 2 8 1
SPGI S&P Global Inc.
16
0.32% 0.54% +0.03% 1 2 6 0
BKNG Booking Holdings, Inc.
12
0.31% 0.46% −0.00% 1 2 9 1
HCC Warrior Met Coal Inc.
2
0.31% <0.01% −0.00% 0 2 0 0
KMX Carmax Inc.
14
0.31% 0.05% −0.01% 1 1 10 0
CRM Salesforce Inc.
16
0.31% 0.24% −0.09% 2 7 6 6
CSGP Costar Group Inc.
10
0.30% 0.29% +0.05% 1 4 3 1
EQH Equitable Hldgs Inc.
6
0.30% 0.06% +0.01% 1 2 2 0
PM Philip Morris Intl Inc.
18
0.30% 0.44% +0.05% 2 1 11 0
OXY Occidental Pete Corp.
10
0.30% 1.4% +0.15% 2 5 1 1
MDGL Madrigal Pharmaceuticals Inc.
2
0.29% 0.05% +0.01% 0 1 0 0
VST Vistra Corp.
8
0.29% 0.09% −0.06% 1 3 4 5
BABA Alibaba Group Holding, Ltd.
14
0.28% 0.41% +0.17% 2 4 6 3
IBKR Interactive Brokers Group In
6
0.28% 0.08% −0.00% 0 0 5 0
DG Dollar Gen Corp. New
9
0.26% 0.15% +0.04% 1 6 1 0
CPNG Coupang, Inc.
12
0.26% 0.26% +0.04% 0 6 4 3
TSLA Tesla Inc.
11
0.26% 0.38% −0.24% 1 1 8 5
CMCSA Comcast Corp.
17
0.25% 0.48% +0.01% 1 8 5 3
CACC Credit Accep Corp. Mich
6
0.25% 0.04% +0.01% 1 1 3 0
LPLA Lpl Finl Hldgs Inc.
12
0.24% 0.18% +0.05% 2 5 5 1
GPI Group 1 Automotive Inc.
2
0.24% 0.02% −0.00% 0 0 1 1
DHR Danaher Corporation
18
0.24% 0.08% −0.01% 4 3 6 2
PYPL Paypal Hldgs Inc.
14
0.24% 0.07% −0.03% 2 4 7 1
LEN Lennar Corporation - A (LEN)
8
0.24% 0.12% −0.02% 2 3 3 2
FISV Fiserv, Inc.
12
0.24% 0.73% −0.03% 0 2 7 3
JHG Janus Henderson Group PLC
2
0.23% 0.09% −0.01% 0 0 1 0
ASML Asml Holding N V
14
0.23% 0.05% −0.01% 4 3 6 0
COST Costco Wholesale Corp.
12
0.22% 0.01% +0.00% 0 1 6 0
I3N Chart Inds Inc.
4
0.22% 0.02% −0.00% 1 1 2 0
DLTR Dollar Tree Inc.
6
0.22% 0.03% +0.01% 2 2 2 1
WTW Willis Towers Watson PLC Ltd
10
0.22% 0.28% +0.03% 0 2 5 1
KKR Kkr & Co. L P Del
11
0.22% 0.17% −0.05% 1 4 4 3
WFC Wells Fargo & Co.
20
0.22% 0.52% −0.08% 1 0 13 2
HCA Hca Healthcare Inc.
10
0.22% 0.49% +0.09% 1 3 5 2
ICE Intercontinental Exchange In
11
0.22% 0.34% +0.01% 0 3 7 1
VAL Valaris Ltd
3
0.22% <0.01% +0.00% 1 1 1 0
ORLA Orla Mining Ltd
2
0.21% 0.05% +0.02% 0 0 1 0
RBLX Roblox Corp.
6
0.21% 0.13% −0.04% 0 1 5 0
NTRA Natera Inc.
7
0.21% 0.11% −0.01% 0 3 4 0
QSR Restaurant Brands Intl Inc.
7
0.21% 0.17% +0.02% 2 1 1 1
GRBK Green Brick Partners Inc.
2
0.21% 0.04% +0.00% 0 0 0 0
TLN Talen Energy Corp.
7
0.21% 0.07% +0.03% 2 2 1 0
NU Nu Hldgs Ltd
13
0.20% 0.11% −0.04% 1 5 6 3
SGOV Ishares Tr
4
0.20% <0.01% −0.00% 1 1 1 1
ADBE Adobe Inc.
13
0.19% 0.14% −0.10% 0 6 4 4
LLY Eli Lilly & Co.
14
0.19% 0.30% +0.06% 0 8 4 2
GPN Global Pmts Inc.
6
0.19% 0.15% −0.01% 0 3 3 3
TMO Thermo Fisher Scientific Inc.
15
0.19% 0.20% −0.02% 0 4 10 2
APTV Aptiv PLC
7
0.19% 0.03% −0.00% 2 1 3 1
VRT Vertiv Holdings Co.
8
0.19% 0.05% −0.07% 1 4 3 2
FIS Fidelity National Information Services, Inc.
8
0.19% 0.25% +0.01% 1 4 2 2
PAR Par Technology Corp.
2
0.19% 0.01% +0.00% 0 2 0 0
AMAT Applied Materials, Inc.
12
0.19% 0.11% −0.00% 3 2 3 0
CNH Cnh Indl N V
7
0.19% 0.10% −0.02% 0 2 5 1
EQT Eqt Corp.
9
0.18% 0.03% +0.01% 4 1 3 1
WIX Wix Com Ltd
8
0.18% 0.02% −0.03% 1 2 5 1
ADI Analog Devices Inc.
13
0.18% 0.18% +0.00% 1 3 7 0
AER Aercap Holdings NV
5
0.18% 0.05% +0.01% 1 0 3 1
UTHR United Therapeutics Corp.
4
0.18% <0.01% −0.00% 1 0 2 0
CRS Carpenter Technology Corp.
7
0.17% 0.07% +0.04% 2 1 3 0
UAL United Airls Hldgs Inc.
7
0.17% 0.10% −0.04% 1 3 3 1
NCNO Ncino Inc.
5
0.17% 0.02% +0.01% 2 2 1 0
HROW Harrow Health Inc.
1
0.17% <0.01% −0.00% 0 0 1 0
VFC Vf Corp.
3
0.17% 0.05% −0.02% 0 1 1 0
GWRE Guidewire Software Inc.
4
0.17% 0.09% +0.01% 0 1 2 0
BA Boeing Co.
6
0.17% 0.05% +0.00% 0 3 2 3
MU Micron Technology Inc.
8
0.17% 0.03% +0.01% 2 3 1 2
BSX Boston Scientific Corp.
8
0.17% 0.07% +0.02% 1 1 4 1
SWX Southwest Gas Holdings Inc.
4
0.17% 0.08% −0.01% 1 1 1 0
PEP Pepsico Inc.
15
0.17% 0.12% −0.07% 1 3 8 1
EXEL Exelixis Inc.
3
0.17% 0.06% +0.01% 0 1 2 0
QRVO Qorvo Inc.
3
0.17% 0.06% +0.05% 2 0 1 1
AMR Alpha Metallurgical Resour I
2
0.17% <0.01% −0.00% 0 0 1 0
CART Maplebear Inc.
5
0.16% 0.09% +0.00% 1 2 1 0
SU Suncor Energy Inc. New
8
0.16% 0.34% +0.04% 1 0 5 0
SOLV Solventum Corporation
6
0.16% 0.08% +0.01% 0 1 3 0
LW Lamb Weston Hldgs Inc.
2
0.16% 0.03% −0.00% 0 1 1 0
BBWI Bath & Body Works Inc.
4
0.16% 0.02% −0.02% 0 0 4 2
MCK Mckesson Corp.
6
0.16% 0.05% −0.01% 2 0 4 1
JNJ Johnson & Johnson
15
0.16% 0.06% −0.01% 0 2 6 0
CNM Core & Main Inc.
4
0.16% 0.05% +0.03% 1 2 1 0
THC Tenet Healthcare Corp.
7
0.16% 0.04% +0.01% 0 4 3 0
FERG Ferguson Enterprises Inc.
8
0.16% 0.11% +0.04% 2 3 2 2
FOUR Shift4 Pmts Inc.
4
0.16% 0.05% −0.00% 0 3 1 0
ADSK Autodesk Inc.
8
0.16% 0.11% +0.01% 1 2 3 1
WM Waste Mgmt Inc. Del
4
0.16% 0.58% +0.10% 0 1 1 0
USB US Bancorp Del
9
0.15% 0.20% +0.01% 0 6 3 2
SYF Synchrony Financial
7
0.15% 0.02% −0.00% 1 1 2 1
CI The Cigna Group
10
0.15% 0.50% +0.10% 0 3 5 0
BROS Dutch Bros Inc.
3
0.15% <0.01% +0.00% 0 1 1 0
CEG Constellation Energy Corp.
7
0.15% 0.11% −0.03% 0 5 1 1
KVUE Kenvue Inc.
7
0.15% 0.13% +0.04% 2 2 3 0
INSM Insmed Inc.
7
0.15% 0.02% +0.00% 1 1 3 1
SBUX Starbucks Corp.
12
0.15% 0.10% −0.00% 1 2 8 2
APO Apollo Global Mgmt Inc.
7
0.15% 0.12% −0.08% 1 1 3 2
COHR Coherent Corp.
8
0.14% 0.06% −0.05% 0 4 4 1
PG Procter And Gamble Co.
14
0.14% 0.20% −0.01% 0 1 9 1
AON Aon PLC
10
0.14% 0.31% +0.03% 0 2 5 2
PCOR Procore Technologies Inc.
5
0.14% 0.04% −0.00% 0 3 0 1
SPY Spdr S&P 500 ETF Tr
13
0.14% 0.07% +0.00% 0 3 9 5
BMY Bristol-Myers Squibb Co.
12
0.14% 0.13% −0.01% 1 4 5 2
MMC Marsh & Mclennan Company Inc.
7
0.14% 0.10% +0.01% 0 4 3 0
CNI Canadian Natl Ry Co.
4
0.14% 0.60% −0.01% 0 2 1 0
HHH Howard Hughes Holdings Inc.
6
0.14% 0.12% +0.01% 0 1 2 0
EFX Equifax Inc.
13
0.14% 0.17% +0.02% 1 5 4 0
GEV Ge Vernova Inc.
10
0.14% 0.13% +0.02% 2 3 4 3
AMD Advanced Micro Devices Inc.
8
0.14% 0.05% −0.02% 1 3 3 1
PSX Phillips 66
8
0.14% 0.27% +0.17% 1 4 1 0
WFRD Weatherford Intl PLC
3
0.14% <0.01% −0.00% 0 2 0 0
TEVA Teva Pharmaceutical Inds Ltd
8
0.14% 0.05% +0.01% 1 6 1 2
KHC Kraft Heinz Co.
9
0.13% 0.78% +0.03% 0 3 4 0
HLT Hilton Worldwide Hldgs Inc.
6
0.13% 0.08% −0.05% 0 2 4 1
CBRE Cbre Group Inc.
9
0.13% 0.20% −0.00% 0 2 7 0
ACHC Acadia Healthcare Company In
5
0.13% 0.02% +0.01% 1 3 1 1
JAZZ Jazz Pharmaceuticals PLC
3
0.13% <0.01% −0.00% 0 1 2 0
DHI D R Horton, Inc. (DHI)
8
0.13% 0.07% +0.02% 2 3 2 0
NE Noble Corp. PLC
2
0.13% 0.02% −0.00% 1 1 0 1
BMRN Biomarin Pharmaceutical, Inc.
4
0.13% 0.16% +0.02% 0 2 1 0
MLM Martin Marietta Materials
4
0.13% 0.04% +0.00% 0 4 0 0
ACN Accenture PLC Ireland
11
0.13% 0.16% −0.03% 0 2 7 1
CRH Crh PLC
9
0.13% 0.07% −0.01% 1 2 4 1
DUOL Duolingo Inc.
4
0.13% 0.09% −0.02% 0 1 3 1
AZO Autozone Inc.
4
0.13% 0.01% +0.00% 1 1 2 0
ET Energy Transfer LP
6
0.13% 0.04% −0.02% 0 3 3 0
GM General Motors Co. (GM)
1
0.13% 0.08% −0.01% 0 1 0 0
GXO Gxo Logistics Incorporated
4
0.13% 0.02% +0.01% 2 2 0 3
CVI Cvr Energy Inc.
1
0.13% 0.10% +0.01% 0 1 0 0
OSCR Oscar Health Inc.
5
0.13% 0.02% −0.01% 1 0 2 1
Berry Global Berry Global Group Inc.
3
0.13% 0.02% +0.00% 1 1 1 0
EPD Enterprise Prods Partners L
6
0.13% 0.02% +0.00% 0 2 3 0
MNDY Monday Com Ltd
6
0.13% 0.02% −0.01% 1 2 3 1
TXN Texas Instrs Inc.
14
0.13% 0.15% +0.01% 0 6 6 1
FAST Fastenal Co.
4
0.13% 0.05% +0.00% 0 0 3 1
TFPM Triple Flag Precious Metal
2
0.12% 0.19% +0.05% 0 1 0 0
CTVA Corteva Inc.
8
0.12% 0.08% +0.00% 0 0 8 0
ALAB Astera Labs Inc.
5
0.12% 0.04% +0.00% 1 3 0 0
PFE Pfizer Inc.
13
0.12% 0.04% −0.01% 1 4 7 0
PTLO Portillos Inc.
3
0.12% <0.01% +0.00% 0 1 2 0
PCG PG&E Corp.
5
0.12% 0.07% −0.00% 0 4 1 0
LUV Southwest Airls Co.
6
0.12% 0.14% −0.01% 1 2 2 0
BDX Becton Dickinson & Co.
9
0.12% 0.16% +0.07% 2 2 3 1
SN Sharkninja Inc.
4
0.12% 0.02% +0.00% 1 2 0 0
OSK Oshkosh Corp. (OSK)
4
0.12% 0.02% +0.00% 0 2 2 0
ILMN Illumina Inc.
8
0.12% 0.04% +0.00% 0 7 1 1
ORLY Oreilly Automotive Inc.
3
0.12% 0.09% +0.02% 0 1 2 0
OMF Onemain Hldgs Inc.
4
0.12% 0.03% +0.00% 0 1 2 0
DE Deere & Co.
11
0.12% 0.33% +0.03% 0 2 5 0
FDX Fedex Corp.
10
0.12% 0.32% −0.05% 0 4 4 4
HCI Hci Group Inc.
2
0.12% <0.01% +0.00% 1 0 0 0
SNOW Snowflake Inc.
7
0.12% 0.05% −0.02% 0 3 3 1
SLB Schlumberger Ltd
11
0.12% 0.13% +0.02% 0 3 4 0
MRCY Mercury Sys Inc.
2
0.11% 0.03% +0.00% 0 0 1 0
CLBT Cellebrite Di Ltd
4
0.11% <0.01% −0.00% 0 1 3 0
FLEX Flex Ltd
6
0.11% 0.03% −0.00% 0 2 3 0
IFF International Flavors & Fragrances, Inc.
7
0.11% 0.26% +0.02% 0 4 1 0
CAH Cardinal Health Inc.
6
0.11% <0.01% +0.00% 1 1 2 0
KO Coca Cola Co.
11
0.11% 2.2% +0.37% 1 1 5 1
WCC Wesco Intl Inc.
9
0.11% 0.04% +0.00% 1 5 1 0
UHAL.B U-Haul Holding Company Class B
5
0.11% 0.05% −0.00% 0 0 2 0
KOF Coca-Cola Femsa Sab De Cv
4
0.11% 0.06% +0.01% 0 1 2 1
PPTA Perpetua Resources Corp.
1
0.11% 0.02% +0.00% 0 0 0 0
TKO Tko Group Holdings Inc.
2
0.11% 0.04% +0.01% 1 0 1 0
NRG Nrg Energy, Inc.
4
0.11% 0.05% −0.02% 0 2 1 1
SYK Stryker Corporation
6
0.11% 0.18% +0.00% 0 0 3 0
ORCL Oracle Corp.
16
0.11% 0.30% −0.03% 1 4 9 1
IAC Iac Inc.
5
0.11% 0.03% −0.00% 0 3 1 1
SGI Somnigroup International Inc.
9
0.11% 0.06% +0.04% 7 1 1 0
MRK Merck & Co. Inc.
12
0.11% 0.06% +0.01% 0 5 5 1
LOW Lowes Cos Inc.
8
0.11% 0.02% −0.01% 1 2 4 2
NVAX Novavax Inc.
3
0.11% <0.01% +0.00% 1 0 1 0
AEM Agnico Eagle Mines Ltd
6
0.11% 0.06% +0.02% 0 1 3 0
BAX Baxter International, Inc.
9
0.11% 0.26% +0.06% 0 4 5 0
TWLO Twilio Inc.
4
0.11% 0.03% −0.02% 2 0 1 3
ZTS Zoetis Inc.
9
0.11% 0.20% +0.05% 0 3 3 0
GIL Gildan Activewear Inc.
1
0.10% <0.01% −0.00% 0 0 0 0
GTLB Gitlab Inc.
5
0.10% 0.02% +0.00% 0 4 1 1
MDT Medtronic PLC
10
0.10% 0.19% +0.03% 1 4 5 0
TOL Toll Brothers, Inc. (TOL)
5
0.10% 0.08% +0.02% 1 2 2 0
WDAY Workday Inc.
5
0.10% 0.13% −0.05% 0 0 3 4
PLD Prologis Inc.
6
0.10% 0.03% +0.02% 2 2 2 0
LRCX Lam Research Corp.
12
0.10% 0.08% +0.03% 3 4 2 2
TRMB Trimble Inc.
4
0.10% 0.02% −0.00% 0 2 2 0
HGV Hilton Grand Vacations Inc.
2
0.10% 0.02% −0.00% 0 0 1 0
SGRY Surgery Partners Inc.
1
0.10% <0.01% +0.00% 0 1 0 2
Mr Cooper Mr Cooper Group Inc.
2
0.10% 0.03% +0.01% 0 1 0 0
EXPE Expedia Group, Inc.
6
0.10% 0.05% −0.02% 1 0 5 0
ULTA Ulta Beauty Inc.
7
0.10% 0.04% +0.02% 1 1 3 2
EMN Eastman Chem Co.
4
0.10% <0.01% +0.00% 1 2 0 0
CPRT Copart Inc.
5
0.10% 0.04% −0.00% 0 2 2 1
HUM Humana, Inc.
6
0.10% 0.36% +0.04% 0 3 2 2
CCL1EUR Carnival Corp.
5
0.10% 0.07% +0.05% 2 1 1 1
BK The Bank Of New York Mellon Corp.
10
0.10% 0.42% +0.02% 0 0 8 0
AAMI Acadian Asset Management Inc.
3
0.10% 0.02% +0.00% 0 1 0 0
ZBH Zimmer Biomet Holdings, Inc.
10
0.10% 0.18% +0.02% 0 5 3 0
Insight Enterprises Insight Enterprises Inc.
2
0.10% 0.05% +0.00% 0 1 0 0
XYZ Block Inc.
5
0.10% 0.06% −0.03% 2 2 1 2
EXE Expand Energy Corp.
5
0.10% 0.05% −0.01% 1 1 1 3
SHOP Shopify Inc.
5
0.10% 0.19% −0.04% 0 1 3 1
YETI Yeti Hldgs Inc.
3
0.10% <0.01% +0.00% 2 1 0 1
MGM Mgm Resorts International
6
0.10% 0.06% −0.01% 0 2 1 2
BHC Bausch Health Companies Inc.
3
0.10% 0.03% −0.01% 0 0 0 1
EBAY Ebay Inc.
9
0.09% 0.05% +0.00% 2 0 6 0
TRU Transunion
5
0.09% 0.07% −0.02% 0 1 2 0
CDW Cdw Corp.
3
0.09% <0.01% −0.00% 0 1 2 0
ABNB Airbnb Inc.
8
0.09% 0.20% +0.01% 2 3 1 1
SE Sea Ltd
7
0.09% 0.22% +0.08% 1 2 2 3
PRMB Primo Brands Corporation
9
0.09% 0.05% +0.04% 6 2 0 0
TRMD Torm PLC
1
0.09% 0.05% −0.01% 0 0 0 0
USFD US Foods Hldg Corp.
4
0.09% 0.03% +0.01% 1 1 1 0
BIIB Biogen Inc.
5
0.09% 0.01% +0.00% 0 4 0 1
MDB Mongodb Inc.
4
0.09% 0.01% −0.00% 2 1 1 1
ROP Roper Technologies Inc.
4
0.09% 0.10% +0.01% 0 1 2 0
AAP Advance Auto Parts Inc.
2
0.09% 0.02% +0.00% 0 2 0 1
MAT Mattel Inc.
3
0.09% 0.03% +0.00% 0 0 3 0
URI United Rentals, Inc.
8
0.09% 0.03% −0.00% 3 1 2 0
EVH Evolent Health Inc.
2
0.09% <0.01% −0.00% 0 0 1 0
CLS Celestica Inc.
3
0.09% 0.04% +0.00% 1 2 0 1
GM General Mtrs Co.
10
0.09% 0.14% +0.00% 2 2 4 0
Burford Cap Burford Cap Ltd
3
0.09% <0.01% +0.00% 0 0 2 0
WEN Wendys Co.
3
0.09% 0.04% −0.00% 0 1 2 0
HOOD Robinhood Markets Inc.
5
0.09% 0.05% +0.01% 1 2 2 0
RDDT Reddit Inc.
7
0.09% 0.08% −0.04% 3 1 3 1
XOM Exxon Mobil Corp.
15
0.09% 0.09% +0.01% 1 7 6 0
CYD China Yuchai Intl Ltd
2
0.09% <0.01% +0.00% 0 0 1 0
MDLZ Mondelez Intl Inc.
6
0.09% 0.04% +0.01% 1 0 3 1
CIGI Colliers Intl Group Inc.
6
0.09% 0.04% −0.00% 0 1 4 2
CRWV Coreweave Inc.
8
0.09% 0.06% +0.06% 8 0 0 0
SIRI Sirius Xm Holdings Inc.
5
0.09% 0.21% +0.01% 0 3 1 0
IDCC Interdigital Inc.
1
0.09% <0.01% −0.00% 0 0 1 0
Intra-Cellular Therap… Intra-Cellular Therapies Inc.
4
0.09% 0.07% +0.07% 4 0 0 2
CVX Chevron Corp. New
13
0.09% 1.5% +0.26% 1 2 8 0
GSK Gsk PLC
6
0.09% 0.23% +0.06% 1 2 3 0
NEM Newmont Corp.
6
0.09% 0.07% +0.02% 1 3 2 0
GEN Gen Digital Inc.
2
0.09% 0.05% +0.00% 0 0 1 0
BX Blackstone Inc.
7
0.09% 0.03% −0.00% 1 2 1 0
ACGL Arch Cap Group Ltd
3
0.09% 0.18% +0.01% 0 2 1 1
PINS Pinterest Inc.
7
0.09% 0.09% +0.02% 2 2 2 0
BRZE Braze Inc.
1
0.09% <0.01% +0.00% 0 1 0 0
TRUP Trupanion Inc.
2
0.09% <0.01% −0.00% 0 1 1 0
BA Boeing Co.
1
0.09% <0.01% +0.00% 0 0 0 0
OGN Organon & Company
3
0.09% <0.01% +0.00% 1 2 0 0
COP Conocophillips
10
0.09% 0.26% +0.05% 0 5 3 0
ARW Arrow Electronics Inc. (ARW)
4
0.09% 0.03% −0.00% 0 1 2 0
Pegasystems Pegasystems Inc.
2
0.08% <0.01% −0.00% 0 1 1 0
JD Jd.com, Inc.
11
0.08% 0.10% +0.01% 0 4 6 1
MTCH Match Group Inc. New
3
0.08% 0.05% −0.01% 0 1 2 0
RACE Ferrari N V
3
0.08% 0.02% +0.00% 1 0 1 0
FOLD Amicus Therapeutics Inc.
2
0.08% <0.01% −0.00% 0 0 1 0
ADP Automatic Data Processing In
7
0.08% 0.14% −0.01% 0 0 4 1
WST East West Bancorp Inc.
1
0.08% 0.02% −0.00% 0 0 0 0
Rh Rh
6
0.08% 0.03% −0.01% 0 3 1 0
TEL Te Connectivity PLC
6
0.08% 0.28% +0.02% 0 4 2 0
HD Home Depot Inc.
11
0.08% 0.05% −0.01% 0 3 6 4
WBD Warner Bros Discovery Inc.
5
0.08% 0.09% +0.00% 0 3 1 3
TSEM Tower Semiconductor Ltd
3
0.08% <0.01% −0.00% 0 2 1 1