Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERTIV HOLDINGS CO(VRT) | 0 | 122,000 | +122,000 | 0 | 15,666 | 28.41% | +15,666 |
| POWELL INDS INC(POWL) | 72,000 | 119,000 | +47,000 | 12,264 | 25,044 | 45.41% | +12,780 |
| EATON CORP PLC(ETN) | 20,400 | 29,000 | +8,600 | 5,545 | 10,353 | 18.77% | +4,807 |
| HUBBELL INC(HUBB) | 0 | 10,000 | +10,000 | 0 | 4,084 | 7.41% | +4,084 |
| ANTERO RESOURCES CORP(AR) | 138,000 | 0 | -138,000 | 5,581 | 0 | — | -5,581 |
| INTEL CORP(INTC) | 2,420,000 | 0 | -2,420,000 | 54,958 | 0 | — | -54,958 |