| DHI |
D.R. Horton, Inc. |
63.88B |
6.33% |
|
|
|
|
|
195.92 |
0.89% |
31.81% |
34.93% |
|---|
| FTNT |
Fortinet, Inc. |
57.96B |
6.13% |
|
|
|
|
|
75.78 |
1.47% |
29.19% |
16.19% |
|---|
| CRM |
Salesforce, Inc. |
257.07B |
5.22% |
|
|
|
|
|
268.90 |
6.52% |
28.88% |
17.00% |
|---|
| META |
Meta Platforms, Inc. |
1.41T |
5.04% |
|
|
|
|
|
557.81 |
3.69% |
32.63% |
19.40% |
|---|
| BKNG |
Booking Holdings Inc. |
135.82B |
4.81% |
|
|
|
|
|
4,051.26 |
0.57% |
23.70% |
44.67% |
|---|
| FANG |
Diamondback Energy, Inc. |
53.97B |
4.27% |
|
|
|
|
|
182.51 |
2.47% |
29.89% |
66.06% |
|---|
| LULU |
Lululemon Athletica Inc. |
32.31B |
4.08% |
|
|
|
|
|
274.64 |
1.64% |
39.05% |
38.59% |
|---|
| NVR |
NVR, Inc. |
29.44B |
3.68% |
|
|
|
|
|
9,566.29 |
1.10% |
N/A |
N/A |
|---|
| PHM |
PulteGroup, Inc. |
29.77B |
3.51% |
|
|
|
|
|
143.45 |
1.74% |
34.60% |
37.57% |
|---|
| FTV |
Fortive Corporation |
27.06B |
3.33% |
|
|
|
|
|
77.24 |
2.02% |
44.47% |
36.63% |
|---|
| DECK |
Deckers Outdoor Corporation |
23.82B |
2.91% |
|
|
|
|
|
156.26 |
-0.62% |
44.14% |
53.44% |
|---|
| GDDY |
GoDaddy Inc. |
22.49B |
2.80% |
|
|
|
|
|
159.56 |
3.42% |
26.23% |
29.17% |
|---|
| BLDR |
Builders FirstSource, Inc. |
23.21B |
2.66% |
|
|
|
|
|
199.31 |
2.46% |
40.61% |
22.70% |
|---|
| EXPE |
Expedia Group, Inc. |
17.81B |
2.32% |
|
|
|
|
|
142.91 |
2.33% |
34.20% |
20.45% |
|---|
| WLK |
Westlake Corporation |
18.89B |
2.28% |
|
|
|
|
|
146.93 |
2.68% |
26.39% |
43.84% |
|---|
| EME |
EMCOR Group, Inc. |
19.80B |
2.16% |
|
|
|
|
|
424.48 |
3.85% |
32.85% |
41.24% |
|---|
| WSM |
Williams-Sonoma, Inc. |
18.90B |
2.15% |
|
|
|
|
|
149.61 |
1.40% |
40.85% |
33.67% |
|---|
| RS |
Reliance Steel & Aluminum Co. |
15.71B |
2.03% |
|
|
|
|
|
285.62 |
3.07% |
26.07% |
43.19% |
|---|
| TOL |
Toll Brothers, Inc. |
15.40B |
1.84% |
|
|
|
|
|
152.49 |
1.57% |
35.87% |
28.61% |
|---|
| OC |
Owens Corning |
15.48B |
1.79% |
|
|
|
|
|
178.00 |
3.29% |
30.43% |
32.86% |
|---|
| CE |
Celanese Corporation |
14.19B |
1.72% |
|
|
|
|
|
129.89 |
2.79% |
26.18% |
31.54% |
|---|
| COKE |
Coca-Cola Consolidated, Inc. |
11.08B |
1.64% |
|
|
|
|
|
1,264.54 |
-0.09% |
N/A |
N/A |
|---|
| BLD |
TopBuild Corp. |
12.50B |
1.50% |
|
|
|
|
|
414.30 |
4.08% |
40.93% |
40.33% |
|---|
| FIX |
Comfort Systems USA, Inc. |
13.33B |
1.43% |
|
|
|
|
|
373.55 |
4.77% |
41.39% |
38.94% |
|---|
| OVV |
Ovintiv Inc. |
10.76B |
1.41% |
|
|
|
|
|
40.80 |
2.13% |
34.52% |
55.50% |
|---|
| MEDP |
Medpace Holdings, Inc. |
11.58B |
1.40% |
|
|
|
|
|
373.63 |
3.42% |
38.72% |
42.79% |
|---|
| SKX |
Skechers U.S.A., Inc. |
10.51B |
1.33% |
|
|
|
|
|
69.02 |
1.33% |
29.74% |
30.66% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
10.60B |
1.29% |
|
|
|
|
|
186.96 |
2.40% |
34.43% |
44.11% |
|---|
| APA |
APA Corporation |
9.47B |
1.25% |
|
|
|
|
|
25.60 |
1.95% |
45.87% |
79.78% |
|---|
| WYNN |
Wynn Resorts, Limited |
8.94B |
1.12% |
|
|
|
|
|
80.56 |
2.25% |
33.02% |
39.01% |
|---|
| CHRD |
Chord Energy Corporation |
8.56B |
1.11% |
|
|
|
|
|
138.27 |
1.71% |
30.41% |
32.28% |
|---|
| CROX |
Crocs, Inc. |
8.37B |
1.07% |
|
|
|
|
|
140.95 |
0.82% |
38.48% |
23.18% |
|---|
| EXP |
Eagle Materials Inc. |
9.80B |
1.05% |
|
|
|
|
|
291.43 |
2.70% |
38.03% |
52.46% |
|---|
| DBX |
Dropbox, Inc. |
7.99B |
1.01% |
|
|
|
|
|
24.55 |
0.25% |
31.30% |
29.23% |
|---|
| HALO |
Halozyme Therapeutics, Inc. |
7.60B |
1.01% |
|
|
|
|
|
59.97 |
-3.76% |
35.56% |
27.82% |
|---|
| AIT |
Applied Industrial Technologies, Inc. |
8.52B |
0.98% |
|
|
|
|
|
222.02 |
3.33% |
27.90% |
45.48% |
|---|
| EXEL |
Exelixis, Inc. |
7.68B |
0.97% |
|
|
|
|
|
26.94 |
0.45% |
45.82% |
35.70% |
|---|
| LNTH |
Lantheus Holdings, Inc. |
7.53B |
0.95% |
|
|
|
|
|
108.45 |
0.29% |
56.13% |
41.71% |
|---|
| SSD |
Simpson Manufacturing Co., Inc. |
8.14B |
0.94% |
|
|
|
|
|
193.01 |
3.22% |
32.43% |
73.93% |
|---|
| UFPI |
UFP Industries, Inc. |
8.03B |
0.91% |
|
|
|
|
|
131.81 |
2.54% |
25.40% |
58.15% |
|---|
| WFRD |
Weatherford International plc |
6.89B |
0.89% |
|
|
|
|
|
94.21 |
2.96% |
39.97% |
41.25% |
|---|
| ESAB |
ESAB Corporation |
6.37B |
0.75% |
|
|
|
|
|
105.35 |
1.98% |
25.76% |
44.92% |
|---|
| BYD |
Boyd Gaming Corporation |
5.89B |
0.74% |
|
|
|
|
|
64.19 |
1.92% |
30.34% |
20.60% |
|---|
| NXT |
Nextracker Inc. |
5.34B |
0.68% |
|
|
|
|
|
37.23 |
1.04% |
59.77% |
36.38% |
|---|
| NEU |
NewMarket Corporation |
5.29B |
0.67% |
|
|
|
|
|
551.06 |
0.55% |
21.49% |
46.35% |
|---|
| VNT |
Vontier Corporation |
5.21B |
0.67% |
|
|
|
|
|
33.88 |
2.00% |
50.42% |
55.04% |
|---|
| BCO |
The Brink's Company |
4.91B |
0.62% |
|
|
|
|
|
111.18 |
0.46% |
26.86% |
25.37% |
|---|
| QLYS |
Qualys, Inc. |
4.57B |
0.59% |
|
|
|
|
|
124.05 |
0.71% |
30.28% |
29.77% |
|---|
| LOPE |
Grand Canyon Education, Inc. |
4.16B |
0.55% |
|
|
|
|
|
141.29 |
-0.19% |
24.57% |
32.92% |
|---|
| PGNY |
Progyny, Inc. |
1.53B |
0.29% |
|
|
|
|
|
16.94 |
-30.71% |
67.29% |
63.88% |
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.05% |
|
|
|
|
|
|
|
|
|
|---|