CIK: 0001732621
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IR | Ingersoll-rand INC | Stock-Industrials | 10.89% | — | +70.64% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.49% | — | +90.56% | |
| 3 | FMC | Fmc CORP | Stock-Materials | 7.12% | — | -13.26% | |
| 4 | GWW | Ww Grainger INC | Stock-Industrials | 6.88% | — | +14.78% | |
| 5 | ALB | Albemarle CORP | Stock-Materials | 6.32% | — | +58.01% | |
| 6 | CTVA | Corteva INC | Stock-Materials | 5.10% | — | +35.77% | |
| 7 | EMR | Emerson Electric Co | Stock-Industrials | 5.00% | — | +12.67% | |
| 8 | ALLE | Allegion plc | Stock-Industrials | 3.98% | — | — | |
| 9 | ESI | Element Solutions INC | Stock-Materials | 3.81% | — | -39.07% | |
| 10 | HWM | Howmet Aerospace INC | Stock-Industrials | 3.70% | — | +115.54% | |
| 11 | LIN | Linde plc | Stock-Materials | 3.46% | — | +26.86% | |
| 12 | TXT | Textron INC | Stock-Industrials | 3.46% | — | — | |
| 13 | DOW | Dow INC | Stock-Materials | 3.02% | — | — | |
| 14 | MCHP | Microchip Technology INC | Stock-Tech | 2.49% | — | — | |
| 15 | HON | Honeywell International INC | Stock-Industrials | 2.38% | — | -9.92% | |
| 16 | OSK | Oshkosh CORP | Stock-Industrials | 2.30% | — | — | |
| 17 | URI | United Rentals INC | Stock-Industrials | 2.29% | — | -35.73% | |
| 18 | MRVL | Marvell Technology INC | Stock-Tech | 2.25% | — | -48.70% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 2.24% | — | — | |
| 20 | AAPL | Apple INC | Stock-Tech | 2.19% | — | — | |
| 21 | SYNA | Synaptics INC | Stock-Other | 2.03% | — | — | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.96% | — | — | |
| 23 | AGCO | Agco CORP | Stock-Industrials | 1.56% | — | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | — | +5.30% | |
| 25 | QCOM | Qualcomm INC | Stock-Tech | 1.43% | — | -74.95% | |
| 26 | ITT | Itt INC | Stock-Industrials | 1.34% | — | — | |
| 27 | NTR | Nutrien LTD | Stock-Materials | 1.07% | — | -75.85% | |
| 28 | GE | General Electric | Stock-Industrials | 0.89% | — | +87.06% | |
| 29 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.87% | — | — | |
| 30 | AMAT | Applied Materials INC | Stock-Tech | 0.62% | — | -91.60% | |
| 31 | CF | Cf Industries Holdings INC | Stock-Materials | 0.31% | — | -94.89% |