BROADCOM INC AVGO
2.03% 1.91% $309.9M 820,278 $264.0M 852,991 -32,713 -3.84% Reduce A Alphabet Inc Class C GOOG
1.9% 1.71% $289.8M 820,096 $236.8M 825,344 -5,248 -0.64% Reduce MICROSOFT CORP MSFT
1.55% 1.74% $236.8M 634,750 $240.2M 649,012 -14,262 -2.20% Reduce APPLE INC AAPL
1.52% 1.43% $232.1M 802,249 $197.5M 778,332 +23,917 +3.07% Add CISCO SYS INC CSCO
1.39% 1.1% $211.5M 1.8M $152.3M 2.0M -162,594 -8.28% Reduce ALPHABET INC GOOGL
1.28% 1.06% $196.0M 548,519 $146.7M 510,008 +38,511 +7.55% Add E ELEMENT SOLUTIONS INC ESI
1.18% 1.08% $180.8M 3.8M $149.1M 4.4M -581,551 -13.32% Reduce TD SYNNEX CORPORATION SNX
1.12% 0.89% $170.8M 638,867 $122.6M 726,631 -87,764 -12.08% Reduce LITTELFUSE INC LFUS
1.03% 0.86% $156.4M 343,546 $119.1M 350,856 -7,310 -2.08% Reduce DELTA AIR LINES INC DAL
1% 0.84% $151.9M 1.6M $116.7M 1.8M -133,704 -7.62% Reduce I ISHARES RUSSELL IWF
0.99% 1.05% $151.6M 1.2M $145.3M 340,757 +879,766 +258.18% Add EATON CORP PLC ETN
0.97% 0.89% $147.3M 345,698 $122.7M 342,929 +2,769 +0.81% Add BORGWARNER INC BWA
0.91% 0.93% $139.0M 2.1M $129.2M 2.4M -286,576 -12.04% Reduce JOHNSON & JOHNSON JNJ
0.91% 1% $138.9M 546,930 $137.7M 563,286 -16,356 -2.90% Reduce ARCOSA INC ACA
0.91% 0.77% $138.4M 952,619 $106.6M 1.0M -52,044 -5.18% Reduce WILLIAMS COS INC WMB
0.9% 1.02% $137.9M 1.9M $141.0M 1.9M -82,212 -4.24% Reduce AMETEK INC COM AME
0.86% 0.86% $131.5M 543,388 $119.6M 558,126 -14,738 -2.64% Reduce COLUMBIA BKG SYS INC COLB
0.84% 0.82% $128.4M 4.0M $113.8M 4.1M -141,782 -3.42% Reduce NVIDIA CORPORATION NVDA
0.82% 0.78% $124.8M 623,601 $107.7M 617,812 +5,789 +0.94% Add P PNC FINL SVCS GROUP INC COM PNC
0.82% 0.79% $124.6M 506,183 $109.5M 526,352 -20,169 -3.83% Reduce US FOODS HLDG CORP USFD
0.8% 0.82% $122.1M 1.2M $113.7M 1.2M -38,381 -3.11% Reduce E ESCO TECHNOLOGIES INC ESE
0.79% 0.83% $120.4M 343,856 $114.3M 406,260 -62,404 -15.36% Reduce AMAZON COM INC AMZN
0.78% 0.74% $119.2M 500,208 $102.6M 492,459 +7,749 +1.57% Add ATMOS ENERGY CORP ATO
0.77% 0.94% $117.6M 682,414 $130.6M 707,225 -24,811 -3.51% Reduce META PLATFORMS INC META
0.77% 0.61% $117.4M 208,362 $84.0M 146,881 +61,481 +41.86% Add G GLACIER BANCORP INC NEW GBCI
0.76% 0.78% $116.6M 2.3M $108.1M 2.4M -160,077 -6.61% Reduce CASELLA WASTE SYS INC CWST
0.75% 0.72% $114.6M 1.2M $99.3M 1.3M -70,101 -5.60% Reduce HOME DEPOT INC HD
0.71% 0.77% $109.0M 309,051 $106.3M 323,235 -14,184 -4.39% Reduce C CITIGROUP INC C
0.69% 0.65% $104.8M 748,879 $90.0M 793,524 -44,645 -5.63% Reduce APPLIED MATLS INC AMAT
0.64% 0.42% $97.9M 135,469 $58.5M 171,187 -35,718 -20.86% Reduce CARLISLE COS INC CSL
0.62% 0.65% $94.6M 260,709 $90.1M 270,168 -9,459 -3.50% Reduce CARDINAL HEALTH INC CAH
0.62% 0.63% $94.5M 397,904 $86.8M 410,958 -13,054 -3.18% Reduce EOG RES INC EOG
0.61% 0.74% $92.7M 714,770 $102.7M 710,048 +4,722 +0.67% Add I INTERNATIONAL BUSINESS MACHS IBM
0.6% 0.38% $91.8M 326,399 $52.7M 217,524 +108,875 +50.05% Add V VANGUARD INDEX FDS VUG
0.6% 0.55% $91.6M 1.1M $75.6M 173,070 +889,960 +514.22% Add SHELL PLC SHEL
0.59% 0.79% $89.7M 1.2M $110.0M 1.2M -25,416 -2.15% Reduce V VANGUARD SCOTTSDALE FDS VONG
0.57% 0.61% $87.4M 683,725 $85.0M 775,133 -91,408 -11.79% Reduce STANDEX INTL CORP SXI
0.56% 0.58% $86.1M 240,689 $80.1M 314,404 -73,715 -23.45% Reduce WASTE CONNECTIONS INC WCN
0.56% 0.62% $85.6M 513,233 $85.7M 527,447 -14,214 -2.69% Reduce ABBOTT LABORATORIES ABT
0.56% 0.81% $85.3M 940,395 $112.4M 1.1M -154,205 -14.09% Reduce P PLEXUS CORP PLXS
0.55% 0.57% $83.2M 276,664 $79.0M 390,045 -113,381 -29.07% Reduce JPMORGAN CHASE & CO JPM
0.53% 0.5% $81.1M 247,889 $69.5M 236,147 +11,742 +4.97% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.52% 0.42% $80.0M 167,506 $58.1M 172,057 -4,551 -2.65% Reduce AVERY DENNISON CORP AVY
0.52% 0.68% $79.9M 491,954 $94.7M 548,588 -56,634 -10.32% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.52% 0.33% $79.1M 105,900 $45.2M 69,499 +36,401 +52.38% Add UNION PAC CORP UNP
0.51% 0.52% $78.0M 286,672 $72.0M 296,724 -10,052 -3.39% Reduce CHEVRON CORPORATION CVX
0.51% 0.73% $77.3M 466,485 $100.9M 487,489 -21,004 -4.31% Reduce A ADVANCED ENERGY INDS INC AEIS
0.51% 0.71% $77.3M 207,316 $98.2M 304,209 -96,893 -31.85% Reduce CVS HEALTH CORP CVS
0.49% 0.4% $74.3M 717,903 $56.0M 779,748 -61,845 -7.93% Reduce B BRINKS CO BCO
0.48% 0.61% $73.6M 778,846 $84.9M 819,260 -40,414 -4.93% Reduce 
