| UBER |
Uber Technologies, Inc. |
0 |
5.27% |
|
|
|
|
|
N/A |
0.00% |
45.40% |
34.60% |
|---|
| ABNB |
Airbnb, Inc. |
0 |
5.23% |
|
|
|
|
|
N/A |
0.00% |
46.17% |
40.89% |
|---|
| BKNG |
Booking Holdings Inc. |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
26.53% |
24.01% |
|---|
| CAT |
Caterpillar Inc. |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
31.64% |
24.49% |
|---|
| IBM |
International Business Machines Corporat... |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
24.28% |
13.04% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
4.87% |
|
|
|
|
|
N/A |
0.00% |
44.96% |
39.72% |
|---|
| LVS |
Las Vegas Sands Corp. |
0 |
4.26% |
|
|
|
|
|
N/A |
0.00% |
29.04% |
5.06% |
|---|
| RMD |
ResMed Inc. |
0 |
3.90% |
|
|
|
|
|
N/A |
0.00% |
24.83% |
8.25% |
|---|
| WAB |
Westinghouse Air Brake Technologies Corp... |
0 |
3.80% |
|
|
|
|
|
N/A |
0.00% |
25.92% |
17.59% |
|---|
| GDDY |
GoDaddy Inc. |
0 |
3.25% |
|
|
|
|
|
N/A |
0.00% |
40.69% |
50.83% |
|---|
| EXPE |
Expedia Group, Inc. |
0 |
2.77% |
|
|
|
|
|
N/A |
0.00% |
54.02% |
45.75% |
|---|
| WSM |
Williams-Sonoma, Inc. |
0 |
2.66% |
|
|
|
|
|
N/A |
0.00% |
48.00% |
47.89% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
2.59% |
|
|
|
|
|
N/A |
0.00% |
31.59% |
9.93% |
|---|
| EME |
EMCOR Group, Inc. |
0 |
2.44% |
|
|
|
|
|
N/A |
0.00% |
33.81% |
15.35% |
|---|
| NRG |
NRG Energy, Inc. |
0 |
2.16% |
|
|
|
|
|
N/A |
0.00% |
49.81% |
29.50% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
2.15% |
|
|
|
|
|
N/A |
0.00% |
39.32% |
48.08% |
|---|
| CSL |
Carlisle Companies Incorporated |
0 |
1.94% |
|
|
|
|
|
N/A |
0.00% |
28.58% |
29.93% |
|---|
| UTHR |
United Therapeutics Corporation |
0 |
1.85% |
|
|
|
|
|
N/A |
0.00% |
58.67% |
104.61% |
|---|
| TPR |
Tapestry, Inc. |
0 |
1.78% |
|
|
|
|
|
N/A |
0.00% |
43.76% |
31.96% |
|---|
| FIX |
Comfort Systems USA, Inc. |
0 |
1.77% |
|
|
|
|
|
N/A |
0.00% |
38.16% |
10.69% |
|---|
| OC |
Owens Corning |
0 |
1.69% |
|
|
|
|
|
N/A |
0.00% |
42.35% |
41.19% |
|---|
| RL |
Ralph Lauren Corporation |
0 |
1.67% |
|
|
|
|
|
N/A |
0.00% |
46.62% |
33.77% |
|---|
| NBIX |
Neurocrine Biosciences, Inc. |
0 |
1.61% |
|
|
|
|
|
N/A |
0.00% |
27.77% |
8.48% |
|---|
| TOL |
Toll Brothers, Inc. |
0 |
1.48% |
|
|
|
|
|
N/A |
0.00% |
40.39% |
30.78% |
|---|
| DVA |
DaVita Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
44.05% |
52.74% |
|---|
| NVT |
nVent Electric plc |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
39.95% |
16.64% |
|---|
| COKE |
Coca-Cola Consolidated, Inc. |
0 |
1.26% |
|
|
|
|
|
N/A |
0.00% |
31.56% |
15.92% |
|---|
| PPC |
Pilgrim's Pride Corporation |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
29.05% |
33.32% |
|---|
| MTZ |
MasTec, Inc. |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
35.95% |
12.83% |
|---|
| MEDP |
Medpace Holdings, Inc. |
0 |
1.20% |
|
|
|
|
|
N/A |
0.00% |
35.62% |
18.15% |
|---|
| DTM |
DT Midstream, Inc. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
34.32% |
36.46% |
|---|
| PSN |
Parsons Corporation |
0 |
1.14% |
|
|
|
|
|
N/A |
0.00% |
43.87% |
53.99% |
|---|
| EXEL |
Exelixis, Inc. |
0 |
1.11% |
|
|
|
|
|
N/A |
0.00% |
32.60% |
25.01% |
|---|
| WYNN |
Wynn Resorts, Limited |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
36.91% |
22.29% |
|---|
| AIT |
Applied Industrial Technologies, Inc. |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
32.09% |
33.91% |
|---|
| BLD |
TopBuild Corp. |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
48.81% |
42.34% |
|---|
| VNOM |
Viper Energy Partners LP |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
42.11% |
41.19% |
|---|
| AYI |
Acuity Brands, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
24.29% |
5.52% |
|---|
| MLI |
Mueller Industries, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
27.39% |
14.23% |
|---|
| EXP |
Eagle Materials Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
30.75% |
9.41% |
|---|
| ANF |
Abercrombie & Fitch Co. |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
70.42% |
49.87% |
|---|
| FN |
Fabrinet |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
58.71% |
37.15% |
|---|
| LPX |
Louisiana-Pacific Corporation |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
44.56% |
44.56% |
|---|
| HRB |
H&R Block, Inc. |
0 |
0.83% |
|
|
|
|
|
N/A |
0.00% |
44.07% |
46.26% |
|---|
| CROX |
Crocs, Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
60.56% |
42.74% |
|---|
| LNTH |
Lantheus Holdings, Inc. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
68.99% |
71.45% |
|---|
| HALO |
Halozyme Therapeutics, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
42.17% |
37.99% |
|---|
| KEX |
Kirby Corporation |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
27.68% |
27.55% |
|---|
| LOPE |
Grand Canyon Education, Inc. |
0 |
0.55% |
|
|
|
|
|
N/A |
0.00% |
38.02% |
57.70% |
|---|
| TNL |
Travel + Leisure Co. |
0 |
0.40% |
|
|
|
|
|
N/A |
0.00% |
30.94% |
13.48% |
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.29% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|