+102
New
102
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Emerson Electric Co | EMR | Dec 2024 | 545 | $68K | 5.17% | EC |
| 2 | Deere & Co | DE | Dec 2024 | 149 | $63K | 4.83% | EC |
| 3 | CRH PLC | CRH | Dec 2024 | 675 | $62K | 4.78% | EC |
| 4 | Union Pacific Corp | UNP | Dec 2024 | 255 | $58K | 4.45% | EC |
| 5 | CSX Corp | CSX | Dec 2024 | 1,755 | $57K | 4.33% | EC |
| 6 | Caterpillar Inc | CAT | Dec 2024 | 151 | $55K | 4.19% | EC |
| 7 | Norfolk Southern Corp | NSC | Dec 2024 | 227 | $53K | 4.08% | EC |
| 8 | WW Grainger Inc | GWW | Dec 2024 | 45 | $47K | 3.63% | EC |
| 9 | United Rentals Inc | URI | Dec 2024 | 67 | $47K | 3.61% | EC |
| 10 | Quanta Services Inc | PWR | Dec 2024 | 147 | $46K | 3.56% | EC |
| 11 | Fastenal Co | FAST | Dec 2024 | 579 | $42K | 3.19% | EC |
| 12 | Vulcan Materials Co | VMC | Dec 2024 | 132 | $34K | 2.60% | EC |
| 13 | Westinghouse Air Brake Technol | WAB | Dec 2024 | 177 | $34K | 2.57% | EC |
| 14 | Martin Marietta Materials Inc | MLM | Dec 2024 | 61 | $32K | 2.41% | EC |
| 15 | Xylem Inc/NY | XYL | Dec 2024 | 245 | $28K | 2.18% | EC |
| 16 | Nucor Corp | NUE | Dec 2024 | 237 | $28K | 2.12% | EC |
| 17 | Dover Corp | DOV | Dec 2024 | 137 | $26K | 1.97% | EC |
| 18 | EMCOR Group Inc | EME | Dec 2024 | 46 | $21K | 1.60% | EC |
| 19 | Carlisle Cos Inc | CSL | Dec 2024 | 46 | $17K | 1.30% | EC |
| 20 | Builders FirstSource Inc | BLDR | Dec 2024 | 116 | $17K | 1.27% | EC |
| 21 | Steel Dynamics Inc | STLD | Dec 2024 | 142 | $16K | 1.24% | EC |
| 22 | Jacobs Solutions Inc | J | Dec 2024 | 121 | $16K | 1.24% | EC |
| 23 | IDEX Corp | IEX | Dec 2024 | 75 | $16K | 1.20% | EC |
| 24 | Comfort Systems USA Inc | FIX | Dec 2024 | 36 | $15K | 1.17% | EC |
| 25 | Owens Corning | OC | Dec 2024 | 87 | $15K | 1.13% | EC |
| 26 | Reliance Inc | RS | Dec 2024 | 55 | $15K | 1.13% | EC |
| 27 | Graco Inc | GGG | Dec 2024 | 170 | $14K | 1.10% | EC |
| 28 | AECOM | ACM | Dec 2024 | 132 | $14K | 1.08% | EC |
| 29 | Pool Corp | POOL | Dec 2024 | 37 | $13K | 0.97% | EC |
| 30 | Tetra Tech Inc | TTEK | Dec 2024 | 270 | $11K | 0.82% | EC |
| 31 | Mueller Industries Inc | MLI | Dec 2024 | 121 | $10K | 0.73% | EC |
| 32 | Applied Industrial Technologie | AIT | Dec 2024 | 40 | $10K | 0.73% | EC |
| 33 | Alcoa Corp | AA | Dec 2024 | 252 | $10K | 0.73% | EC |
| 34 | TopBuild Corp | BLD | Dec 2024 | 30 | $9K | 0.71% | EC |
| 35 | Fluor Corp | FLR | Dec 2024 | 181 | $9K | 0.68% | EC |
| 36 | Carpenter Technology Corp | CRS | Dec 2024 | 51 | $9K | 0.66% | EC |
| 37 | Eagle Materials Inc | EXP | Dec 2024 | 34 | $8K | 0.64% | EC |
| 38 | WESCO International Inc | WCC | Dec 2024 | 46 | $8K | 0.64% | EC |
| 39 | United States Steel Corp | X | Dec 2024 | 240 | $8K | 0.62% | EC |
| 40 | Donaldson Co Inc | DCI | Dec 2024 | 121 | $8K | 0.62% | EC |
| 41 | Crane Co | CR | Dec 2024 | 51 | $8K | 0.59% | EC |
| 42 | Advanced Drainage Systems Inc | WMS | Dec 2024 | 66 | $8K | 0.58% | EC |
| 43 | Trex Co Inc | TREX | Dec 2024 | 110 | $8K | 0.58% | EC |
| 44 | API Group Corp | APG | Dec 2024 | 204 | $7K | 0.56% | EC |
| 45 | UFP Industries Inc | UFPI | Dec 2024 | 65 | $7K | 0.56% | EC |
| 46 | Ryder System Inc | R | Dec 2024 | 46 | $7K | 0.55% | EC |
| 47 | ATI Inc | ATI | Dec 2024 | 131 | $7K | 0.55% | EC |
| 48 | Simpson Manufacturing Co Inc | SSD | Dec 2024 | 41 | $7K | 0.52% | EC |
| 49 | SPX Technologies Inc | SPXC | Dec 2024 | 46 | $7K | 0.51% | EC |
| 50 | Oshkosh Corp | OSK | Dec 2024 | 70 | $7K | 0.51% | EC |
| 51 | AZEK Co Inc/The | AZEK | Dec 2024 | 140 | $7K | 0.51% | EC |
| 52 | AGCO Corp | AGCO | Dec 2024 | 70 | $7K | 0.50% | EC |
| 53 | Valmont Industries Inc | VMI | Dec 2024 | 21 | $6K | 0.49% | EC |
| 54 | Summit Materials Inc | SUM | Dec 2024 | 126 | $6K | 0.49% | EC |
| 55 | Commercial Metals Co | CMC | Dec 2024 | 125 | $6K | 0.47% | EC |
| 56 | Watts Water Technologies Inc | WTS | Dec 2024 | 30 | $6K | 0.47% | EC |
| 57 | Vontier Corp | VNT | Dec 2024 | 165 | $6K | 0.46% | EC |
| 58 | Zurn Elkay Water Solutions Cor | ZWS | Dec 2024 | 155 | $6K | 0.44% | EC |
| 59 | Knife River Corp | KNF | Dec 2024 | 56 | $6K | 0.44% | EC |
| 60 | Champion Homes Inc | SKY | Dec 2024 | 60 | $5K | 0.40% | EC |
| 61 | Sterling Infrastructure Inc | STRL | Dec 2024 | 31 | $5K | 0.40% | EC |
| 62 | Dycom Industries Inc | DY | Dec 2024 | 30 | $5K | 0.40% | EC |
| 63 | Arcosa Inc | ACA | Dec 2024 | 51 | $5K | 0.38% | EC |
| 64 | Herc Holdings Inc | HRI | Dec 2024 | 26 | $5K | 0.38% | EC |
| 65 | Cleveland-Cliffs Inc | CLF | Dec 2024 | 501 | $5K | 0.36% | EC |
| 66 | Boise Cascade Co | BCC | Dec 2024 | 37 | $4K | 0.34% | EC |
| 67 | Southwest Gas Holdings Inc | SWX | Dec 2024 | 61 | $4K | 0.33% | EC |
| 68 | Granite Construction Inc | GVA | Dec 2024 | 46 | $4K | 0.31% | EC |
| 69 | Cavco Industries Inc | CVCO | Dec 2024 | 9 | $4K | 0.31% | EC |
| 70 | Construction Partners Inc | ROAD | Dec 2024 | 45 | $4K | 0.30% | EC |
| 71 | Verra Mobility Corp | VRRM | Dec 2024 | 161 | $4K | 0.30% | EC |
| 72 | MDU Resources Group Inc | MDU | Dec 2024 | 206 | $4K | 0.28% | EC |
| 73 | Enpro Inc | NPO | Dec 2024 | 21 | $4K | 0.28% | EC |
| 74 | MSC Industrial Direct Co Inc | MSM | Dec 2024 | 46 | $3K | 0.26% | EC |
| 75 | Everus Construction Group Inc | ECG | Dec 2024 | 51 | $3K | 0.26% | EC |
| 76 | Atkore Inc | ATKR | Dec 2024 | 40 | $3K | 0.26% | EC |
| 77 | Terex Corp | TEX | Dec 2024 | 70 | $3K | 0.25% | EC |
| 78 | Trinity Industries Inc | TRN | Dec 2024 | 86 | $3K | 0.23% | EC |
| 79 | First American Treasury Obliga | FXFXX | Dec 2024 | 2,634 | $3K | 0.20% | STIV |
| 80 | MYR Group Inc | MYRG | Dec 2024 | 16 | $2K | 0.18% | EC |
| 81 | AZZ Inc | AZZ | Dec 2024 | 26 | $2K | 0.16% | EC |
| 82 | Greenbrier Cos Inc/The | GBX | Dec 2024 | 31 | $2K | 0.14% | EC |
| 83 | Alamo Group Inc | ALG | Dec 2024 | 10 | $2K | 0.14% | EC |
| 84 | Gibraltar Industries Inc | ROCK | Dec 2024 | 31 | $2K | 0.14% | EC |
| 85 | H&E Equipment Services Inc | HEES | Dec 2024 | 35 | $2K | 0.13% | EC |
| 86 | Argan Inc | AGX | Dec 2024 | 12 | $2K | 0.13% | EC |
| 87 | Helios Technologies Inc | HLIO | Dec 2024 | 35 | $2K | 0.12% | EC |
| 88 | Apogee Enterprises Inc | APOG | Dec 2024 | 21 | $1K | 0.11% | EC |
| 89 | DNOW Inc | DNOW | Dec 2024 | 111 | $1K | 0.11% | EC |
| 90 | Lindsay Corp | LNN | Dec 2024 | 11 | $1K | 0.10% | EC |
| 91 | MRC Global Inc | MRC | Dec 2024 | 90 | $1K | 0.09% | EC |
| 92 | NV5 Global Inc | NVEE | Dec 2024 | 60 | $1K | 0.09% | EC |
| 93 | Kaiser Aluminum Corp | KALU | Dec 2024 | 16 | $1K | 0.09% | EC |
| 94 | Worthington Steel Inc | WS | Dec 2024 | 35 | $1K | 0.09% | EC |
| 95 | Janus International Group Inc | JBI | Dec 2024 | 146 | $1K | 0.08% | EC |
| 96 | BlueLinx Holdings Inc | BXC | Dec 2024 | 10 | $1K | 0.08% | EC |
| 97 | Century Aluminum Co | CENX | Dec 2024 | 55 | $1K | 0.08% | EC |
| 98 | United States Lime & Minerals | USLM | Dec 2024 | 6 | $796 | 0.06% | EC |
| 99 | Tutor Perini Corp | TPC | Dec 2024 | 32 | $774 | 0.06% | EC |
| 100 | Great Lakes Dredge & Dock Corp | GLDD | Dec 2024 | 40 | $452 | 0.03% | EC |
| 101 | FTAI Infrastructure Inc | FIP | Dec 2024 | 62 | $450 | 0.03% | EC |
| 102 | Enviri Corp | NVRI | Dec 2024 | 50 | $385 | 0.03% | EC |