+58
New
58
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Republic Services Inc | 760759100 | Apr 2024 | 26,671 | $5.1M | 3.38% | EC |
| 2 | Entegris Inc | 29362U104 | Apr 2024 | 31,858 | $4.2M | 2.80% | EC |
| 3 | Progressive Corp/The | 743315103 | Apr 2024 | 18,205 | $3.8M | 2.51% | EC |
| 4 | Masco Corp | 574599106 | Apr 2024 | 54,546 | $3.7M | 2.47% | EC |
| 5 | Reinsurance Group of America Inc | 759351604 | Apr 2024 | 18,573 | $3.5M | 2.30% | EC |
| 6 | CBRE Group Inc | 12504L109 | Apr 2024 | 39,855 | $3.5M | 2.29% | EC |
| 7 | DR Horton Inc | 23331A109 | Apr 2024 | 23,860 | $3.4M | 2.25% | EC |
| 8 | Raymond James Financial Inc | 754730109 | Apr 2024 | 26,872 | $3.3M | 2.17% | EC |
| 9 | Darden Restaurants Inc | 237194105 | Apr 2024 | 20,480 | $3.1M | 2.08% | EC |
| 10 | Intercontinental Exchange Inc | 45866F104 | Apr 2024 | 24,261 | $3.1M | 2.07% | EC |
| 11 | Houlihan Lokey Inc | 441593100 | Apr 2024 | 24,228 | $3.1M | 2.04% | EC |
| 12 | Air Lease Corp | 00912X302 | Apr 2024 | 60,937 | $3.1M | 2.02% | EC |
| 13 | Dover Corp | 260003108 | Apr 2024 | 17,000 | $3.0M | 2.02% | EC |
| 14 | ANSYS Inc | 03662Q105 | Apr 2024 | 9,370 | $3.0M | 2.01% | EC |
| 15 | Akamai Technologies Inc | 00971T101 | Apr 2024 | 29,616 | $3.0M | 1.98% | EC |
| 16 | Keysight Technologies Inc | 49338L103 | Apr 2024 | 19,978 | $3.0M | 1.95% | EC |
| 17 | Cencora Inc | 03073E105 | Apr 2024 | 12,215 | $2.9M | 1.93% | EC |
| 18 | Stifel Financial Corp | 860630102 | Apr 2024 | 36,342 | $2.9M | 1.92% | EC |
| 19 | Woodward Inc | 980745103 | Apr 2024 | 17,502 | $2.8M | 1.88% | EC |
| 20 | General Dynamics Corp | 369550108 | Apr 2024 | 9,738 | $2.8M | 1.85% | EC |
| 21 | Agilent Technologies Inc | 00846U101 | Apr 2024 | 20,346 | $2.8M | 1.84% | EC |
| 22 | Applied Materials Inc | 038222105 | Apr 2024 | 13,821 | $2.7M | 1.82% | EC |
| 23 | Skyworks Solutions Inc | 83088M102 | Apr 2024 | 25,466 | $2.7M | 1.80% | EC |
| 24 | RenaissanceRe Holdings Ltd | 000000000 | Apr 2024 | 12,114 | $2.7M | 1.76% | EC |
| 25 | Snap-on Inc | 833034101 | Apr 2024 | 9,638 | $2.6M | 1.71% | EC |
| 26 | CSX Corp | 126408103 | Apr 2024 | 76,866 | $2.6M | 1.69% | EC |
| 27 | Coterra Energy Inc | 127097103 | Apr 2024 | 92,293 | $2.5M | 1.67% | EC |
| 28 | Synopsys Inc | 871607107 | Apr 2024 | 4,652 | $2.5M | 1.63% | EC |
| 29 | Cummins Inc | 231021106 | Apr 2024 | 8,467 | $2.4M | 1.58% | EC |
| 30 | Broadridge Financial Solutions Inc | 11133T103 | Apr 2024 | 12,248 | $2.4M | 1.57% | EC |
| 31 | WEC Energy Group Inc | 92939U106 | Apr 2024 | 28,478 | $2.4M | 1.56% | EC |
| 32 | Arrow Electronics Inc | 042735100 | Apr 2024 | 18,104 | $2.3M | 1.53% | EC |
| 33 | Global Payments Inc | 37940X102 | Apr 2024 | 18,773 | $2.3M | 1.52% | EC |
| 34 | Eastman Chemical Co | 277432100 | Apr 2024 | 24,161 | $2.3M | 1.51% | EC |
| 35 | Scotts Miracle-Gro Co/The | 810186106 | Apr 2024 | 32,895 | $2.3M | 1.49% | EC |
| 36 | Laboratory Corp of America Holdings | 50540R409 | Apr 2024 | 11,043 | $2.2M | 1.47% | EC |
| 37 | Boston Properties Inc | 101121101 | Apr 2024 | 35,070 | $2.2M | 1.44% | EC |
| 38 | TJX Cos Inc/The | 872540109 | Apr 2024 | 22,956 | $2.2M | 1.43% | EC |
| 39 | QIAGEN NV | 000000000 | Apr 2024 | 50,831 | $2.2M | 1.42% | EC |
| 40 | Sensata Technologies Holding PLC | 000000000 | Apr 2024 | 55,817 | $2.1M | 1.41% | EC |
| 41 | KeyCorp | 493267108 | Apr 2024 | 145,299 | $2.1M | 1.39% | EC |
| 42 | Sysco Corp | 871829107 | Apr 2024 | 28,043 | $2.1M | 1.38% | EC |
| 43 | Hexcel Corp | 428291108 | Apr 2024 | 32,226 | $2.1M | 1.37% | EC |
| 44 | Ulta Beauty Inc | 90384S303 | Apr 2024 | 5,020 | $2.0M | 1.34% | EC |
| 45 | Bio-Rad Laboratories Inc | 090572207 | Apr 2024 | 7,396 | $2.0M | 1.32% | EC |
| 46 | GATX Corp | 361448103 | Apr 2024 | 16,264 | $2.0M | 1.32% | EC |
| 47 | Packaging Corp of America | 695156109 | Apr 2024 | 11,445 | $2.0M | 1.31% | EC |
| 48 | SBA Communications Corp | 78410G104 | Apr 2024 | 9,571 | $1.8M | 1.18% | EC |
| 49 | Spirit AeroSystems Holdings Inc | 848574109 | Apr 2024 | 53,843 | $1.7M | 1.14% | EC |
| 50 | Americold Realty Trust Inc | 03064D108 | Apr 2024 | 77,435 | $1.7M | 1.13% | EC |
| 51 | ChampionX Corp | 15872M104 | Apr 2024 | 50,597 | $1.7M | 1.12% | EC |
| 52 | DENTSPLY SIRONA Inc | 24906P109 | Apr 2024 | 52,940 | $1.6M | 1.05% | EC |
| 53 | Helmerich & Payne Inc | 423452101 | Apr 2024 | 39,788 | $1.6M | 1.03% | EC |
| 54 | Lumentum Holdings Inc | 55024U109 | Apr 2024 | 34,501 | $1.5M | 1.00% | EC |
| 55 | Sealed Air Corp | 81211K100 | Apr 2024 | 47,184 | $1.5M | 0.98% | EC |
| 56 | Murphy Oil Corp | 626717102 | Apr 2024 | 33,096 | $1.5M | 0.98% | EC |
| 57 | Albemarle Corp | 012653101 | Apr 2024 | 11,077 | $1.3M | 0.88% | EC |
| 58 | Stericycle Inc | 858912108 | Apr 2024 | 29,582 | $1.3M | 0.88% | EC |