| MOD |
Modine Manufacturing Company |
5.89B |
5.60% |
|
|
|
|
|
112.15 |
2.17% |
69.05% |
63.04% |
|---|
| CVNA |
Carvana Co. |
49.03B |
5.18% |
|
|
|
|
|
234.11 |
3.55% |
51.15% |
0.12% |
|---|
| RCL |
Royal Caribbean Cruises Ltd. |
56.13B |
4.54% |
|
|
|
|
|
208.76 |
2.14% |
37.52% |
44.31% |
|---|
| TOL |
Toll Brothers, Inc. |
14.99B |
4.08% |
|
|
|
|
|
148.49 |
0.46% |
46.50% |
62.32% |
|---|
| CAVA |
CAVA Group, Inc. |
15.41B |
3.79% |
|
|
|
|
|
134.81 |
2.04% |
78.63% |
78.53% |
|---|
| AMZN |
Amazon.com, Inc. |
2.06T |
3.61% |
|
|
|
|
|
196.40 |
0.32% |
29.23% |
23.11% |
|---|
| MUSA |
Murphy USA Inc. |
9.76B |
3.48% |
|
|
|
|
|
482.00 |
0.37% |
27.58% |
54.62% |
|---|
| NFLX |
Netflix, Inc. |
324.01B |
3.45% |
|
|
|
|
|
758.00 |
0.33% |
27.35% |
12.57% |
|---|
| WING |
Wingstop Inc. |
8.83B |
3.23% |
|
|
|
|
|
302.15 |
1.67% |
43.05% |
42.77% |
|---|
| PHM |
PulteGroup, Inc. |
26.75B |
3.08% |
|
|
|
|
|
130.43 |
0.73% |
36.92% |
59.63% |
|---|
| NVR |
NVR, Inc. |
28.59B |
3.03% |
|
|
|
|
|
9,288.67 |
0.33% |
N/A |
N/A |
|---|
| TXRH |
Texas Roadhouse, Inc. |
12.43B |
2.96% |
|
|
|
|
|
186.49 |
0.58% |
30.19% |
63.49% |
|---|
| DASH |
DoorDash, Inc. |
65.61B |
2.82% |
|
|
|
|
|
157.86 |
0.40% |
37.85% |
13.36% |
|---|
| DHI |
D.R. Horton, Inc. |
55.61B |
2.61% |
|
|
|
|
|
170.55 |
-0.11% |
38.89% |
60.93% |
|---|
| KBH |
KB Home |
5.91B |
2.56% |
|
|
|
|
|
80.55 |
1.07% |
50.40% |
70.35% |
|---|
| H |
Hyatt Hotels Corporation |
14.19B |
2.50% |
|
|
|
|
|
143.83 |
0.53% |
31.76% |
44.25% |
|---|
| HLT |
Hilton Worldwide Holdings Inc. |
57.17B |
2.50% |
|
|
|
|
|
234.52 |
0.48% |
26.76% |
29.39% |
|---|
| SKYW |
SkyWest, Inc. |
4.17B |
2.42% |
|
|
|
|
|
104.00 |
4.80% |
38.98% |
41.53% |
|---|
| LEN |
Lennar Corporation |
46.70B |
2.42% |
|
|
|
|
|
173.34 |
0.41% |
39.46% |
69.80% |
|---|
| BOOT |
Boot Barn Holdings, Inc. |
3.92B |
2.39% |
|
|
|
|
|
128.41 |
-0.21% |
41.66% |
24.26% |
|---|
| MTH |
Meritage Homes Corporation |
6.75B |
2.37% |
|
|
|
|
|
186.68 |
0.59% |
47.03% |
78.87% |
|---|
| SHAK |
Shake Shack Inc. |
5.00B |
2.36% |
|
|
|
|
|
124.95 |
1.12% |
39.53% |
26.85% |
|---|
| OLLI |
Ollie's Bargain Outlet Holdings, Inc. |
5.87B |
2.29% |
|
|
|
|
|
95.73 |
0.24% |
51.31% |
89.40% |
|---|
| EVGO |
EVgo, Inc. |
813.27M |
2.21% |
|
|
|
|
|
7.61 |
1.78% |
102.77% |
26.93% |
|---|
| TJX |
The TJX Companies, Inc. |
127.05B |
2.17% |
|
|
|
|
|
112.65 |
-0.04% |
30.20% |
63.71% |
|---|
| MHO |
M/I Homes, Inc. |
4.29B |
2.13% |
|
|
|
|
|
156.62 |
0.45% |
46.95% |
72.36% |
|---|
| GPI |
Group 1 Automotive, Inc. |
4.90B |
1.99% |
|
|
|
|
|
365.44 |
-0.75% |
42.38% |
65.13% |
|---|
| GRBK |
Green Brick Partners, Inc. |
3.15B |
1.95% |
|
|
|
|
|
70.90 |
1.16% |
55.04% |
63.44% |
|---|
| LNW |
Light & Wonder, Inc. |
8.47B |
1.92% |
|
|
|
|
|
95.45 |
1.16% |
46.51% |
72.27% |
|---|
| SKY |
Skyline Champion Corporation |
5.22B |
1.85% |
|
|
|
|
|
90.86 |
-0.07% |
45.31% |
42.90% |
|---|
| TMHC |
Taylor Morrison Home Corporation |
7.29B |
1.73% |
|
|
|
|
|
70.49 |
0.55% |
36.26% |
53.01% |
|---|
| LAMR |
Lamar Advertising Company |
13.51B |
1.50% |
|
|
|
|
|
132.06 |
0.09% |
37.39% |
70.98% |
|---|
| TPH |
Tri Pointe Homes, Inc. |
3.84B |
1.40% |
|
|
|
|
|
41.00 |
0.24% |
44.28% |
49.31% |
|---|
| LTH |
Life Time Group Holdings, Inc. |
4.67B |
1.36% |
|
|
|
|
|
22.72 |
0.60% |
42.44% |
29.49% |
|---|
| PLCE |
The Children's Place, Inc. |
183.88M |
1.30% |
|
|
|
|
|
14.46 |
-1.31% |
131.84% |
39.44% |
|---|
| CCS |
Century Communities, Inc. |
2.80B |
1.27% |
|
|
|
|
|
89.24 |
-0.82% |
46.85% |
58.78% |
|---|
| DFH |
Dream Finders Homes, Inc. |
2.92B |
1.05% |
|
|
|
|
|
31.16 |
0.65% |
44.13% |
83.63% |
|---|
| GIII |
G-III Apparel Group, Ltd. |
1.32B |
0.98% |
|
|
|
|
|
30.09 |
0.96% |
68.63% |
65.48% |
|---|
| GOLF |
Acushnet Holdings Corp. |
3.85B |
0.96% |
|
|
|
|
|
62.26 |
-0.65% |
32.63% |
53.31% |
|---|
| SNBR |
Sleep Number Corporation |
301.57M |
0.76% |
|
|
|
|
|
13.49 |
2.98% |
89.42% |
17.38% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.21% |
|
|
|
|
|
|
|
|
|
|---|