Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PLEXUS CORP COM(PLXS) | 1,590,840 | 1,494,619 | -96,221 | 233,853 | 302,720 | 6.19% | +68,867 |
| VIASAT INC COM(VSAT) | 5,925,770 | 5,660,688 | -265,082 | 204,202 | 259,260 | 5.31% | +55,057 |
| COTERRA ENERGY INC COM | 6,777,536 | 6,395,098 | -382,438 | 178,385 | 224,724 | 4.60% | +46,339 |
| COGNEX CORP COM(CGNX) | 4,655,358 | 4,322,075 | -333,283 | 167,500 | 211,738 | 4.33% | +44,239 |
| AKAMAI TECHNOLOGIES COM(AKAM) | 1,774,883 | 1,658,792 | -116,091 | 154,859 | 190,512 | 3.90% | +35,654 |
| POWER INTEGRATIONS INC COM(POWI) | 2,001,698 | 1,959,172 | -42,526 | 71,140 | 100,310 | 2.05% | +29,169 |
| GENERAC HLDGS INC COM(GNRC) | 627,776 | 580,928 | -46,848 | 85,610 | 113,473 | 2.32% | +27,863 |
| GARMIN LTD SHS(GRMN) | 1,399,515 | 1,331,441 | -68,074 | 283,892 | 308,908 | 6.32% | +25,016 |
| DYNATRACE INC NEW(DT) | 0 | 658,723 | +658,723 | 0 | 24,360 | 0.50% | +24,360 |
| IPG PHOTONICS CORP COM(IPGP) | 566,734 | 528,737 | -37,997 | 40,578 | 60,588 | 1.24% | +20,010 |
| GITLAB, INC(GTLB) | 0 | 909,547 | +909,547 | 0 | 19,683 | 0.40% | +19,683 |
| MONDAY.COM LTD SHS | 72,949 | 403,888 | +330,939 | 10,764 | 27,913 | 0.57% | +17,148 |
| PROTO LABS INC COM(PRLB) | 2,673,729 | 2,497,355 | -176,374 | 135,264 | 142,399 | 2.91% | +7,135 |
| YETI HLDGS INC COM(YETI) | 132,697 | 293,840 | +161,143 | 5,861 | 10,752 | 0.22% | +4,890 |
| ALIGN TECHNOLOGY INC | 820,935 | 775,826 | -45,109 | 128,189 | 133,000 | 2.72% | +4,811 |
| KORNIT DIGITAL LTD SHS(KRNT) | 3,034,591 | 2,998,670 | -35,921 | 43,637 | 43,961 | 0.90% | +323 |
| CORE LABORATORIES INC(CLB) | 5,166,914 | 4,937,115 | -229,799 | 82,826 | 82,894 | 1.70% | +69 |
| AXOGEN INC COM(AXGN) | 201,876 | 196,565 | -5,311 | 6,607 | 6,512 | 0.13% | -95 |
| APPLE INC COM(AAPL) | 1,535 | 992 | -543 | 417 | 252 | 0.01% | -166 |
| STONERIDGE INC COM(SRI) | 204,019 | 197,087 | -6,932 | 1,181 | 952 | 0.02% | -229 |
| SOUNDTHINKING INC COM(SSTI) | 195,941 | 196,468 | +527 | 1,573 | 1,301 | 0.03% | -273 |
| BROADCOM INC COM(AVGO) | 893 | 0 | -893 | 309 | 0 | — | -309 |
| MICROSOFT CORP COM(MSFT) | 672 | 0 | -672 | 325 | 0 | — | -325 |
| INMODE LTD SHS(INMD) | 282,869 | 266,477 | -16,392 | 4,155 | 3,645 | 0.07% | -510 |
| SIMPSON MFG INC COM(SSD) | 260,230 | 241,565 | -18,665 | 42,019 | 41,457 | 0.85% | -562 |
| MATERIALISE NV SPONSORED ADS(MTLS) | 1,173,846 | 1,135,387 | -38,459 | 6,515 | 5,609 | 0.11% | -906 |
| SNAP ON INC COM(SNA) | 327,754 | 307,848 | -19,906 | 112,944 | 111,817 | 2.29% | -1,127 |
| GRACO INC COM(GGG) | 358,412 | 327,401 | -31,011 | 29,379 | 27,714 | 0.57% | -1,665 |
| GLOBANT SA COM | 84,095 | 81,927 | -2,168 | 5,497 | 3,778 | 0.08% | -1,720 |
| LGI HOMES INC COM(LGIH) | 711,214 | 721,601 | +10,387 | 30,554 | 28,525 | 0.58% | -2,029 |
| MILLERKNOLL INC COM(MLKN) | 515,994 | 498,550 | -17,444 | 9,432 | 7,209 | 0.15% | -2,223 |
| EGAIN CORP COM NEW(EGAN) | 935,270 | 912,349 | -22,921 | 9,624 | 7,198 | 0.15% | -2,425 |
| PAYCHEX INC COM(PAYX) | 153,351 | 143,000 | -10,351 | 17,203 | 13,173 | 0.27% | -4,030 |
| CEVA INC COM(CEVA) | 607,748 | 450,484 | -157,264 | 13,079 | 8,415 | 0.17% | -4,664 |
| DOUBLEVERIFY HLDGS INC COM(DV) | 3,738,393 | 3,908,101 | +169,708 | 42,767 | 37,127 | 0.76% | -5,640 |
| GEOSPACE TECHNOLOGIES CORP COM(GEOS) | 1,131,568 | 1,101,426 | -30,142 | 19,135 | 13,437 | 0.27% | -5,697 |
| SHARKNINJA INC COM SHS(SN) | 455,597 | 427,429 | -28,168 | 50,981 | 45,265 | 0.93% | -5,717 |
| PROGYNY INC COM | 622,433 | 574,566 | -47,867 | 15,984 | 9,756 | 0.20% | -6,228 |
| WEAVE COMMUNICATIONS INC COM(WEAV) | 2,311,343 | 2,276,381 | -34,962 | 17,543 | 10,517 | 0.22% | -7,026 |
| MIMEDX GROUP INC COM(MDXG) | 1,482,894 | 639,066 | -843,828 | 10,039 | 2,524 | 0.05% | -7,515 |
| DOLBY LABORATORIES INC COM CL(DLB) | 1,342,492 | 1,267,783 | -74,709 | 86,215 | 76,143 | 1.56% | -10,072 |
| TREX CO INC COM(TREX) | 1,007,236 | 678,357 | -328,879 | 35,334 | 24,706 | 0.51% | -10,628 |
| GENTEX CORP COM(GNTX) | 4,803,223 | 4,519,708 | -283,515 | 111,771 | 98,756 | 2.02% | -13,015 |
| INTUITIVE SURGICAL INC | 110,426 | 106,961 | -3,465 | 62,541 | 49,308 | 1.01% | -13,233 |
| ZETA GLOBAL HOLDINGS CORP CL A(ZETA) | 5,500,408 | 6,153,472 | +653,064 | 111,933 | 97,963 | 2.00% | -13,970 |
| FLOOR & DECOR HLDGS INC CL A(FND) | 1,146,738 | 1,091,841 | -54,897 | 69,825 | 55,466 | 1.14% | -14,359 |
| ZIPRECRUITER INC CL A(ZIP) | 6,371,139 | 4,216,601 | -2,154,538 | 24,847 | 7,759 | 0.16% | -17,089 |
| CELSIUS HLDGS INC COM NEW(CELH) | 1,525,147 | 1,437,651 | -87,496 | 69,760 | 51,008 | 1.04% | -18,752 |
| POWERFLEET INC(AIOT) | 7,918,934 | 7,316,172 | -602,762 | 42,129 | 22,534 | 0.46% | -19,595 |
| EXPAND ENERGY CORPORATION COM(EXE) | 2,549,879 | 2,373,302 | -176,577 | 281,405 | 260,541 | 5.33% | -20,864 |
| TAKE-TWO INTERACTIVE SOFTWARE(TTWO) | 306,935 | 290,226 | -16,709 | 78,585 | 57,320 | 1.17% | -21,265 |
| INTUIT COM(INTU) | 89,795 | 87,126 | -2,669 | 59,482 | 37,672 | 0.77% | -21,810 |
| AUTODESK INC COM | 321,967 | 301,757 | -20,210 | 95,305 | 72,241 | 1.48% | -23,065 |
| INTERDIGITAL INC COM(IDCC) | 609,153 | 556,788 | -52,365 | 193,942 | 168,150 | 3.44% | -25,792 |
| SPS COMM INC COM(SPSC) | 844,613 | 810,938 | -33,675 | 75,280 | 45,145 | 0.92% | -30,135 |
| ARISTA NETWORKS INC COM SHS(ANET) | 1,948,824 | 1,810,993 | -137,831 | 255,354 | 222,354 | 4.55% | -33,001 |
| ALARM COM HLDGS INC COM | 3,417,517 | 3,268,986 | -148,531 | 174,362 | 141,188 | 2.89% | -33,174 |
| MICROCHIP TECHNOLOGY INC. COM(MCHP) | 1,785,355 | 1,245,822 | -539,533 | 113,763 | 80,493 | 1.65% | -33,270 |
| GARTNER INC COM(IT) | 357,160 | 338,893 | -18,267 | 90,104 | 53,660 | 1.10% | -36,444 |
| SEMTECH CORP COM(SMTC) | 2,801,291 | 2,206,748 | -594,543 | 206,427 | 169,677 | 3.47% | -36,750 |
| STITCH FIX INC COM CL A(SFIX) | 19,477,691 | 18,738,180 | -739,511 | 102,258 | 62,023 | 1.27% | -40,235 |
| EVERPURE INC CL A(P) | 4,897,406 | 4,666,777 | -230,629 | 328,175 | 275,527 | 5.64% | -52,649 |
| SUPER MICRO COMPUTER INC COM N(SMCI) | 9,637,492 | 4,987,159 | -4,650,333 | 282,089 | 113,558 | 2.32% | -168,532 |