| MOD |
Modine Manufacturing Company |
7.52B |
5.60% |
|
|
|
|
|
143.22 |
1.94% |
55.15% |
42.80% |
|---|
| CVNA |
Carvana Co. |
53.85B |
5.18% |
|
|
|
|
|
259.36 |
4.42% |
50.69% |
7.68% |
|---|
| RCL |
Royal Caribbean Cruises Ltd. |
64.93B |
4.54% |
|
|
|
|
|
241.49 |
1.65% |
33.48% |
25.69% |
|---|
| TOL |
Toll Brothers, Inc. |
15.91B |
4.08% |
|
|
|
|
|
157.59 |
3.43% |
43.73% |
51.89% |
|---|
| CAVA |
CAVA Group, Inc. |
16.58B |
3.79% |
|
|
|
|
|
145.00 |
0.14% |
46.38% |
2.05% |
|---|
| AMZN |
Amazon.com, Inc. |
2.07T |
3.61% |
|
|
|
|
|
197.12 |
-0.64% |
30.68% |
28.74% |
|---|
| MUSA |
Murphy USA Inc. |
11.04B |
3.48% |
|
|
|
|
|
545.34 |
2.63% |
24.81% |
34.20% |
|---|
| NFLX |
Netflix, Inc. |
383.77B |
3.45% |
|
|
|
|
|
897.79 |
0.03% |
28.37% |
19.69% |
|---|
| WING |
Wingstop Inc. |
9.86B |
3.23% |
|
|
|
|
|
337.60 |
-0.24% |
38.01% |
25.44% |
|---|
| PHM |
PulteGroup, Inc. |
26.61B |
3.08% |
|
|
|
|
|
129.76 |
1.28% |
34.22% |
40.55% |
|---|
| NVR |
NVR, Inc. |
27.60B |
3.03% |
|
|
|
|
|
9,007.24 |
0.68% |
N/A |
N/A |
|---|
| TXRH |
Texas Roadhouse, Inc. |
13.00B |
2.96% |
|
|
|
|
|
194.90 |
1.22% |
26.01% |
44.08% |
|---|
| DASH |
DoorDash, Inc. |
73.62B |
2.82% |
|
|
|
|
|
177.24 |
2.35% |
32.68% |
9.88% |
|---|
| DHI |
D.R. Horton, Inc. |
53.32B |
2.61% |
|
|
|
|
|
163.53 |
1.03% |
33.18% |
38.30% |
|---|
| KBH |
KB Home |
5.82B |
2.56% |
|
|
|
|
|
79.40 |
2.07% |
40.74% |
40.06% |
|---|
| H |
Hyatt Hotels Corporation |
15.00B |
2.50% |
|
|
|
|
|
156.23 |
0.24% |
25.23% |
22.42% |
|---|
| HLT |
Hilton Worldwide Holdings Inc. |
61.68B |
2.50% |
|
|
|
|
|
253.00 |
0.46% |
21.41% |
12.10% |
|---|
| SKYW |
SkyWest, Inc. |
4.51B |
2.42% |
|
|
|
|
|
111.90 |
2.14% |
35.79% |
30.94% |
|---|
| LEN |
Lennar Corporation |
45.58B |
2.42% |
|
|
|
|
|
169.17 |
0.65% |
39.96% |
70.72% |
|---|
| BOOT |
Boot Barn Holdings, Inc. |
4.18B |
2.39% |
|
|
|
|
|
137.05 |
0.56% |
37.40% |
16.93% |
|---|
| MTH |
Meritage Homes Corporation |
6.67B |
2.37% |
|
|
|
|
|
184.44 |
3.80% |
38.92% |
51.62% |
|---|
| SHAK |
Shake Shack Inc. |
4.92B |
2.36% |
|
|
|
|
|
123.01 |
0.46% |
36.51% |
18.18% |
|---|
| OLLI |
Ollie's Bargain Outlet Holdings, Inc. |
5.80B |
2.29% |
|
|
|
|
|
94.61 |
4.25% |
51.47% |
84.01% |
|---|
| EVGO |
EVgo, Inc. |
682.76M |
2.21% |
|
|
|
|
|
6.36 |
1.76% |
94.62% |
15.01% |
|---|
| TJX |
The TJX Companies, Inc. |
137.00B |
2.17% |
|
|
|
|
|
121.47 |
1.42% |
17.64% |
11.00% |
|---|
| MHO |
M/I Homes, Inc. |
4.37B |
2.13% |
|
|
|
|
|
160.59 |
2.82% |
38.12% |
46.92% |
|---|
| GPI |
Group 1 Automotive, Inc. |
5.61B |
1.99% |
|
|
|
|
|
421.14 |
3.05% |
32.38% |
35.19% |
|---|
| GRBK |
Green Brick Partners, Inc. |
3.14B |
1.95% |
|
|
|
|
|
70.67 |
2.93% |
44.72% |
21.93% |
|---|
| LNW |
Light & Wonder, Inc. |
8.51B |
1.92% |
|
|
|
|
|
96.42 |
2.13% |
30.19% |
17.76% |
|---|
| SKY |
Skyline Champion Corporation |
5.86B |
1.85% |
|
|
|
|
|
102.10 |
2.02% |
37.47% |
23.30% |
|---|
| TMHC |
Taylor Morrison Home Corporation |
7.36B |
1.73% |
|
|
|
|
|
71.08 |
2.36% |
33.27% |
7.55% |
|---|
| LAMR |
Lamar Advertising Company |
13.26B |
1.50% |
|
|
|
|
|
130.35 |
0.84% |
20.75% |
14.67% |
|---|
| TPH |
Tri Pointe Homes, Inc. |
3.99B |
1.40% |
|
|
|
|
|
42.62 |
1.55% |
39.65% |
24.06% |
|---|
| LTH |
Life Time Group Holdings, Inc. |
5.08B |
1.36% |
|
|
|
|
|
24.55 |
0.70% |
45.63% |
24.96% |
|---|
| PLCE |
The Children's Place, Inc. |
204.76M |
1.30% |
|
|
|
|
|
16.10 |
-1.23% |
112.37% |
67.08% |
|---|
| CCS |
Century Communities, Inc. |
2.78B |
1.27% |
|
|
|
|
|
88.69 |
1.66% |
37.10% |
19.55% |
|---|
| DFH |
Dream Finders Homes, Inc. |
2.96B |
1.05% |
|
|
|
|
|
31.65 |
3.57% |
54.16% |
67.13% |
|---|
| GIII |
G-III Apparel Group, Ltd. |
1.32B |
0.98% |
|
|
|
|
|
30.11 |
3.05% |
70.39% |
75.48% |
|---|
| GOLF |
Acushnet Holdings Corp. |
4.38B |
0.96% |
|
|
|
|
|
71.96 |
0.80% |
29.23% |
33.45% |
|---|
| SNBR |
Sleep Number Corporation |
279.41M |
0.76% |
|
|
|
|
|
12.49 |
1.13% |
76.11% |
8.39% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.21% |
|
|
|
|
|
|
|
|
|
|---|