| CRM |
Salesforce, Inc. |
326.97B |
5.64% |
|
|
|
|
|
342.02 |
1.86% |
44.53% |
68.75% |
|---|
| BKNG |
Booking Holdings Inc. |
171.35B |
5.40% |
|
|
|
|
|
5,177.15 |
-0.65% |
23.80% |
33.22% |
|---|
| LULU |
Lululemon Athletica Inc. |
37.31B |
5.12% |
|
|
|
|
|
317.11 |
0.63% |
56.36% |
83.41% |
|---|
| FANG |
Diamondback Energy, Inc. |
54.10B |
4.89% |
|
|
|
|
|
185.29 |
1.42% |
29.24% |
48.43% |
|---|
| LRCX |
Lam Research Corporation |
93.46B |
4.88% |
|
|
|
|
|
72.64 |
-0.67% |
37.42% |
37.34% |
|---|
| AMAT |
Applied Materials, Inc. |
144.17B |
4.84% |
|
|
|
|
|
174.88 |
-0.49% |
33.10% |
14.19% |
|---|
| NVR |
NVR, Inc. |
27.60B |
3.69% |
|
|
|
|
|
9,007.24 |
0.68% |
N/A |
N/A |
|---|
| PHM |
PulteGroup, Inc. |
26.61B |
3.53% |
|
|
|
|
|
129.76 |
1.28% |
34.22% |
40.55% |
|---|
| FTV |
Fortive Corporation |
27.21B |
3.43% |
|
|
|
|
|
78.42 |
1.91% |
21.83% |
24.44% |
|---|
| DECK |
Deckers Outdoor Corporation |
29.19B |
3.39% |
|
|
|
|
|
192.15 |
5.63% |
32.38% |
44.11% |
|---|
| GDDY |
GoDaddy Inc. |
27.57B |
2.99% |
|
|
|
|
|
196.35 |
1.73% |
24.26% |
23.16% |
|---|
| EXPE |
Expedia Group, Inc. |
22.71B |
2.71% |
|
|
|
|
|
184.92 |
0.77% |
29.20% |
13.18% |
|---|
| EME |
EMCOR Group, Inc. |
23.23B |
2.68% |
|
|
|
|
|
504.92 |
-4.18% |
32.30% |
38.67% |
|---|
| BLDR |
Builders FirstSource, Inc. |
20.54B |
2.62% |
|
|
|
|
|
178.52 |
1.48% |
37.82% |
20.41% |
|---|
| PSTG |
Pure Storage, Inc. |
16.93B |
2.37% |
|
|
|
|
|
51.66 |
0.19% |
72.27% |
85.87% |
|---|
| WSM |
Williams-Sonoma, Inc. |
21.73B |
2.20% |
|
|
|
|
|
171.98 |
-0.30% |
37.27% |
24.52% |
|---|
| RS |
Reliance Steel & Aluminum Co. |
17.28B |
2.13% |
|
|
|
|
|
319.27 |
1.25% |
24.91% |
51.38% |
|---|
| OC |
Owens Corning |
17.39B |
2.07% |
|
|
|
|
|
202.77 |
2.63% |
29.99% |
30.43% |
|---|
| TOL |
Toll Brothers, Inc. |
15.91B |
1.95% |
|
|
|
|
|
157.59 |
3.43% |
43.73% |
51.89% |
|---|
| FIX |
Comfort Systems USA, Inc. |
17.48B |
1.86% |
|
|
|
|
|
491.06 |
0.22% |
40.50% |
32.77% |
|---|
| CE |
Celanese Corporation |
8.17B |
1.81% |
|
|
|
|
|
74.70 |
-0.40% |
41.05% |
64.68% |
|---|
| NVT |
nVent Electric plc |
12.91B |
1.63% |
|
|
|
|
|
78.34 |
0.49% |
32.27% |
18.15% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
12.05B |
1.47% |
|
|
|
|
|
213.52 |
2.40% |
23.96% |
39.34% |
|---|
| WYNN |
Wynn Resorts, Limited |
10.03B |
1.44% |
|
|
|
|
|
91.29 |
-0.49% |
32.10% |
24.52% |
|---|
| BLD |
TopBuild Corp. |
11.01B |
1.41% |
|
|
|
|
|
373.05 |
3.27% |
41.12% |
40.05% |
|---|
| COKE |
Coca-Cola Consolidated, Inc. |
11.03B |
1.39% |
|
|
|
|
|
1,259.92 |
1.10% |
N/A |
N/A |
|---|
| MEDP |
Medpace Holdings, Inc. |
10.50B |
1.34% |
|
|
|
|
|
337.75 |
-1.19% |
35.56% |
32.15% |
|---|
| OVV |
Ovintiv Inc. |
12.16B |
1.34% |
|
|
|
|
|
46.71 |
0.26% |
28.71% |
23.88% |
|---|
| EXP |
Eagle Materials Inc. |
10.54B |
1.25% |
|
|
|
|
|
314.35 |
1.70% |
31.58% |
39.57% |
|---|
| SKX |
Skechers U.S.A., Inc. |
9.31B |
1.23% |
|
|
|
|
|
61.69 |
1.11% |
31.03% |
33.56% |
|---|
| FN |
Fabrinet |
8.36B |
1.20% |
|
|
|
|
|
230.43 |
0.18% |
48.48% |
41.94% |
|---|
| AIT |
Applied Industrial Technologies, Inc. |
10.65B |
1.19% |
|
|
|
|
|
277.11 |
2.93% |
26.25% |
41.70% |
|---|
| DBX |
Dropbox, Inc. |
8.67B |
1.10% |
|
|
|
|
|
27.99 |
1.27% |
27.07% |
16.21% |
|---|
| EXEL |
Exelixis, Inc. |
10.17B |
1.08% |
|
|
|
|
|
35.61 |
2.24% |
30.40% |
20.37% |
|---|
| CHRD |
Chord Energy Corporation |
8.22B |
1.02% |
|
|
|
|
|
134.43 |
1.56% |
30.02% |
40.64% |
|---|
| LNTH |
Lantheus Holdings, Inc. |
6.29B |
1.00% |
|
|
|
|
|
90.52 |
3.66% |
42.57% |
28.92% |
|---|
| ESAB |
ESAB Corporation |
7.71B |
1.00% |
|
|
|
|
|
127.54 |
1.66% |
28.01% |
30.41% |
|---|
| UFPI |
UFP Industries, Inc. |
8.08B |
0.98% |
|
|
|
|
|
133.07 |
1.95% |
27.80% |
30.35% |
|---|
| ANF |
Abercrombie & Fitch Co. |
7.76B |
0.93% |
|
|
|
|
|
151.99 |
7.36% |
81.29% |
77.89% |
|---|
| CROX |
Crocs, Inc. |
6.18B |
0.87% |
|
|
|
|
|
106.08 |
4.19% |
38.29% |
26.58% |
|---|
| BYD |
Boyd Gaming Corporation |
6.39B |
0.86% |
|
|
|
|
|
72.33 |
1.13% |
23.66% |
2.03% |
|---|
| HALO |
Halozyme Therapeutics, Inc. |
6.23B |
0.84% |
|
|
|
|
|
49.00 |
7.22% |
48.57% |
50.61% |
|---|
| WFRD |
Weatherford International plc |
6.24B |
0.76% |
|
|
|
|
|
85.83 |
0.60% |
46.29% |
50.76% |
|---|
| RMBS |
Rambus Inc. |
5.96B |
0.72% |
|
|
|
|
|
55.96 |
2.70% |
44.76% |
25.62% |
|---|
| VNT |
Vontier Corporation |
5.83B |
0.68% |
|
|
|
|
|
38.84 |
1.36% |
38.67% |
36.45% |
|---|
| NEU |
NewMarket Corporation |
5.21B |
0.68% |
|
|
|
|
|
542.65 |
1.18% |
14.46% |
20.47% |
|---|
| NXT |
Nextracker Inc. |
5.58B |
0.62% |
|
|
|
|
|
38.85 |
3.88% |
52.98% |
26.61% |
|---|
| BCO |
The Brink's Company |
4.21B |
0.60% |
|
|
|
|
|
96.55 |
3.53% |
28.65% |
67.69% |
|---|
| QLYS |
Qualys, Inc. |
5.61B |
0.60% |
|
|
|
|
|
153.37 |
2.12% |
24.10% |
12.80% |
|---|
| LOPE |
Grand Canyon Education, Inc. |
4.85B |
0.53% |
|
|
|
|
|
166.45 |
2.66% |
21.71% |
25.09% |
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.06% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.01% |
|
|
|
|
|
|
|
|
|
|---|