Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANDISK CORP(SNDK) | 115,380 | 116,642 | +1,262 | 73,306 | 265,212 | 3.15% | +191,907 |
| KULICKE & SOFFA INDS INC(KLIC) | 174,492 | 319,794 | +145,302 | 11,468 | 42,776 | 0.51% | +31,308 |
| EVERUS CONSTR GROUP(ECG) | 84,786 | 213,466 | +128,680 | 10,010 | 35,425 | 0.42% | +25,415 |
| MERITAGE HOMES CORP(MTH) | 96,830 | 356,121 | +259,291 | 5,988 | 29,861 | 0.35% | +23,873 |
| TORO CO(TORO) | 5,150 | 241,760 | +236,610 | 481 | 23,552 | 0.28% | +23,071 |
| INTERNATIONAL PAPER CO(IP) | 0 | 551,034 | +551,034 | 0 | 20,994 | 0.25% | +20,994 |
| XENIA HOTELS & RESORTS INC(XHR) | 0 | 960,717 | +960,717 | 0 | 19,560 | 0.23% | +19,560 |
| GENERAC HLDGS INC(GNRC) | 45,057 | 96,836 | +51,779 | 8,801 | 28,355 | 0.34% | +19,554 |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | 1,011,856 | 2,241,413 | +1,229,557 | 12,405 | 30,013 | 0.36% | +17,607 |
| GENTEX CORP(GNTX) | 0 | 689,540 | +689,540 | 0 | 17,425 | 0.21% | +17,425 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 215,159 | 647,836 | +432,677 | 6,825 | 24,106 | 0.29% | +17,281 |
| NVR INC(NVR) | 550 | 2,999 | +2,449 | 3,624 | 20,433 | 0.24% | +16,809 |
| SENTINELONE INC(S) | 461,006 | 1,331,081 | +870,075 | 5,938 | 22,588 | 0.27% | +16,651 |
| CARPENTER TECHNOLOGY CORP(CRS) | 40,007 | 52,451 | +12,444 | 15,769 | 32,354 | 0.38% | +16,585 |
| MOOG INC(MOG-A) | 101,879 | 109,449 | +7,570 | 29,814 | 46,389 | 0.55% | +16,575 |
| RBC BEARINGS INC(RBC) | 25,850 | 46,940 | +21,090 | 14,040 | 30,232 | 0.36% | +16,193 |
| ARAMARK(ARMK) | 0 | 282,840 | +282,840 | 0 | 16,094 | 0.19% | +16,094 |
| OUTFRONT MEDIA INC(OUT) | 606,756 | 981,856 | +375,100 | 16,079 | 32,166 | 0.38% | +16,087 |
| JACKSON FINANCIAL INC(JXN) | 203,237 | 366,243 | +163,006 | 21,486 | 37,500 | 0.44% | +16,013 |
| MAXLINEAR INC(MXL) | 550,396 | 199,674 | -350,722 | 9,571 | 25,564 | 0.30% | +15,993 |
| TERAWULF INC(WULF) | 289,734 | 808,637 | +518,903 | 4,181 | 19,973 | 0.24% | +15,792 |
| RUSH ENTERPRISES INC(RUSHA) | 56,576 | 264,749 | +208,173 | 3,740 | 19,323 | 0.23% | +15,582 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 0 | 38,550 | +38,550 | 0 | 15,491 | 0.18% | +15,491 |
| BGC GROUP INC | 1,729,755 | 2,985,375 | +1,255,620 | 16,917 | 31,914 | 0.38% | +14,997 |
| KENNAMETAL INC(KMT) | 207,030 | 631,076 | +424,046 | 7,480 | 22,119 | 0.26% | +14,639 |
| KAISER ALUMINIUM CORPORATION(KALU) | 83,748 | 125,576 | +41,828 | 10,092 | 24,566 | 0.29% | +14,474 |
| GENCO SHIPPING & TRADING LTD(GNK) | 0 | 574,031 | +574,031 | 0 | 14,224 | 0.17% | +14,224 |
| WESCO INTL INC(WCC) | 32,037 | 65,146 | +33,109 | 8,766 | 22,503 | 0.27% | +13,737 |
| AMERICAN FINANCIAL GROUP INC | 11,470 | 108,320 | +96,850 | 1,465 | 15,158 | 0.18% | +13,693 |
| VICOR CORP(VICR) | 22,371 | 44,930 | +22,559 | 3,602 | 17,064 | 0.20% | +13,462 |
| MOSAIC CO(MOS) | 264,586 | 946,286 | +681,700 | 6,747 | 20,052 | 0.24% | +13,305 |
| HOST HOTELS & RESORTS INC(HST) | 787,076 | 1,196,220 | +409,144 | 15,080 | 28,362 | 0.34% | +13,282 |
| GE VERNOVA INC(GEV) | 0 | 11,047 | +11,047 | 0 | 12,979 | 0.15% | +12,979 |
| SEPTERNA INC(SEPN) | 21,035 | 397,487 | +376,452 | 505 | 13,312 | 0.16% | +12,806 |
| NETSKOPE INC(NTSK) | 0 | 1,164,985 | +1,164,985 | 0 | 12,745 | 0.15% | +12,745 |
| CUSTOM TRUCK ONE SOURCE INC(CTOS) | 195,760 | 1,174,190 | +978,430 | 1,286 | 13,867 | 0.16% | +12,581 |
| NNN REIT INC(NNN) | 265,144 | 506,434 | +241,290 | 11,144 | 23,564 | 0.28% | +12,420 |
| ESSENTIAL UTILS INC(WTRG) | 0 | 321,500 | +321,500 | 0 | 12,317 | 0.15% | +12,317 |
| LIVE OAK BANCSHARES INC(LOB) | 362,679 | 586,166 | +223,487 | 11,994 | 23,939 | 0.28% | +11,945 |
| ALIGN TECHNOLOGY INC | 46,410 | 117,446 | +71,036 | 7,956 | 19,808 | 0.23% | +11,852 |
| AXIS CAP HLDGS LTD SHS | 122,470 | 225,554 | +103,084 | 12,420 | 24,234 | 0.29% | +11,814 |
| ARTERIS INC(AIP) | 0 | 238,772 | +238,772 | 0 | 11,602 | 0.14% | +11,602 |
| WOODWARD INC(WWD) | 98,558 | 110,116 | +11,558 | 35,276 | 46,848 | 0.56% | +11,572 |
| ORIC PHARMACEUTICALS INC(ORIC) | 136,350 | 1,215,293 | +1,078,943 | 1,728 | 13,162 | 0.16% | +11,434 |
| CORVEL CORP(CRVL) | 229,542 | 383,419 | +153,877 | 12,544 | 23,971 | 0.28% | +11,427 |
| SOUTHWEST GAS HLDGS INC(SWX) | 210,571 | 334,640 | +124,069 | 18,299 | 29,676 | 0.35% | +11,377 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 28,800 | 45,900 | +17,100 | 6,396 | 17,459 | 0.21% | +11,063 |
| HESS MIDSTREAM LP(HESM) | 81,578 | 377,010 | +295,432 | 3,171 | 14,176 | 0.17% | +11,005 |
| FORGENT POWER SOLUTIONS INC(FPS) | 0 | 196,992 | +196,992 | 0 | 11,004 | 0.13% | +11,004 |
| MICRON TECHNOLOGY INC(MU) | 29,051 | 17,992 | -11,059 | 9,815 | 20,768 | 0.25% | +10,953 |
| JANUX THERAPEUTICS INC(JANX) | 443,397 | 1,110,889 | +667,492 | 6,163 | 17,063 | 0.20% | +10,900 |
| UDR INC(UDR) | 0 | 272,880 | +272,880 | 0 | 10,893 | 0.13% | +10,893 |
| DOXIMITY INC(DOCS) | 231,296 | 779,219 | +547,923 | 5,389 | 16,161 | 0.19% | +10,772 |
| GEO GROUP INC(GEO) | 235,173 | 488,997 | +253,824 | 3,953 | 14,450 | 0.17% | +10,497 |
| MINERALYS THERAPEUTICS INC(MLYS) | 260,264 | 649,027 | +388,763 | 7,051 | 17,511 | 0.21% | +10,460 |
| ARROW ELECTRS INC | 43,980 | 78,430 | +34,450 | 6,307 | 16,738 | 0.20% | +10,431 |
| HUT 8 CORP(HUT) | 74,770 | 119,540 | +44,770 | 3,507 | 13,800 | 0.16% | +10,293 |
| VALLEY NATL BANCORP(VLY) | 742,442 | 1,319,882 | +577,440 | 9,117 | 19,336 | 0.23% | +10,219 |
| MAREX GROUP PLC(MRX) | 333,712 | 411,697 | +77,985 | 14,877 | 25,093 | 0.30% | +10,216 |
| INGRAM MICRO HLDG CORP(INGM) | 0 | 370,445 | +370,445 | 0 | 10,161 | 0.12% | +10,161 |
| BLOCK H & R INC | 0 | 265,980 | +265,980 | 0 | 10,129 | 0.12% | +10,129 |
| FORTINET INC(FTNT) | 0 | 65,538 | +65,538 | 0 | 10,068 | 0.12% | +10,068 |
| MKS INC.(MKSI) | 44,100 | 45,270 | +1,170 | 10,135 | 20,136 | 0.24% | +10,001 |
| GARRETT MOTION INC(GTX) | 671,340 | 612,730 | -58,610 | 12,198 | 22,199 | 0.26% | +10,001 |
| XENON PHARMACEUTICALS INC(XENE) | 264,200 | 419,773 | +155,573 | 15,363 | 25,337 | 0.30% | +9,974 |
| ALLY FINL INC(ALLY) | 543,585 | 679,282 | +135,697 | 21,325 | 31,213 | 0.37% | +9,888 |
| NUTANIX INC(NTNX) | 67,320 | 243,420 | +176,100 | 2,559 | 12,405 | 0.15% | +9,846 |
| ARGAN INC | 7,560 | 17,369 | +9,809 | 4,118 | 13,870 | 0.16% | +9,752 |
| MADISON SQUARE GARDEN ENTMT(MSGE) | 386,895 | 402,309 | +15,414 | 22,792 | 32,543 | 0.39% | +9,751 |
| DATADOG INC(DDOG) | 0 | 37,045 | +37,045 | 0 | 9,645 | 0.11% | +9,645 |
| MARKETAXESS HLDGS INC(MKTX) | 19,440 | 112,400 | +92,960 | 3,207 | 12,756 | 0.15% | +9,549 |
| GRANITE CONSTR INC(GVA) | 27,810 | 81,120 | +53,310 | 3,334 | 12,823 | 0.15% | +9,490 |
| TRINET GROUP INC(TNET) | 7,100 | 194,450 | +187,350 | 259 | 9,623 | 0.11% | +9,365 |
| RAPPORT THERAPEUTICS INC(RAPP) | 0 | 223,822 | +223,822 | 0 | 9,327 | 0.11% | +9,327 |
| SNOWFLAKE INC(SNOW) | 0 | 36,384 | +36,384 | 0 | 9,260 | 0.11% | +9,260 |
| DILLARDS INC(DDS) | 0 | 17,400 | +17,400 | 0 | 9,195 | 0.11% | +9,195 |
| DOLE PLC(DOLE) | 484,526 | 1,172,568 | +688,042 | 6,924 | 16,088 | 0.19% | +9,164 |
| AZZ INC | 36,510 | 88,540 | +52,030 | 4,568 | 13,728 | 0.16% | +9,160 |
| NEW JERSEY RES CORP(NJR) | 166,239 | 326,349 | +160,110 | 9,130 | 18,289 | 0.22% | +9,159 |
| DONNELLEY FINL SOLUTIONS INC(DFIN) | 277,600 | 529,983 | +252,383 | 13,086 | 22,233 | 0.26% | +9,147 |
| VITA COCO CO INC(COCO) | 218,911 | 296,102 | +77,191 | 10,488 | 19,584 | 0.23% | +9,096 |
| COHU INC(COHU) | 275,070 | 237,018 | -38,052 | 8,423 | 17,518 | 0.21% | +9,095 |
| AMKOR TECHNOLOGY INC | 248,600 | 234,812 | -13,788 | 11,194 | 20,248 | 0.24% | +9,053 |
| MODINE MFG CO(MOD) | 35,740 | 62,590 | +26,850 | 7,745 | 16,713 | 0.20% | +8,968 |
| REYNOLDS CONSUMER PRODS INC(REYN) | 69,920 | 383,660 | +313,740 | 1,481 | 10,301 | 0.12% | +8,820 |
| GRAHAM HLDGS CO(GHC) | 5,986 | 13,265 | +7,279 | 6,329 | 15,141 | 0.18% | +8,812 |
| AVNET INC | 259,880 | 279,474 | +19,594 | 16,014 | 24,823 | 0.29% | +8,809 |
| VAXCYTE INC(PCVX) | 363,984 | 515,343 | +151,359 | 21,151 | 29,957 | 0.36% | +8,806 |
| PELAGOS INS CAP LTD COM | 12,680 | 369,071 | +356,391 | 242 | 8,987 | 0.11% | +8,745 |
| SOUTHSTATE BK CORP | 75,780 | 156,990 | +81,210 | 7,011 | 15,683 | 0.19% | +8,672 |
| HILTON GRAND VACATIONS INC(HGV) | 10,660 | 173,230 | +162,570 | 417 | 9,072 | 0.11% | +8,655 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 108,872 | 122,430 | +13,558 | 10,099 | 18,727 | 0.22% | +8,628 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 3,134 | 10,127 | +6,993 | 1,228 | 9,773 | 0.12% | +8,545 |
| REVOLVE GROUP INC(RVLV) | 673,678 | 1,037,212 | +363,534 | 15,232 | 23,742 | 0.28% | +8,510 |
| WSFS FINL CORP(WSFS) | 86,837 | 183,668 | +96,831 | 5,684 | 14,093 | 0.17% | +8,408 |
| APPLIED DIGITAL CORP | 312,478 | 423,550 | +111,072 | 7,418 | 15,798 | 0.19% | +8,380 |
| RALLIANT CORP(RAL) | 23,340 | 126,010 | +102,670 | 971 | 9,278 | 0.11% | +8,307 |
| ICHOR HOLDINGS SHS | 0 | 73,869 | +73,869 | 0 | 8,294 | 0.10% | +8,294 |
| HUBSPOT INC(HUBS) | 0 | 45,080 | +45,080 | 0 | 8,228 | 0.10% | +8,228 |
| DIGITALOCEAN HLDGS INC(DOCN) | 0 | 50,810 | +50,810 | 0 | 7,979 | 0.09% | +7,979 |