CIK: 0001776878
Total reported value
$338.7M
Showing top 177 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALGN | Align Technology INC | Stock-Healthcare | 0.01% | — | +525.00% | |
| 2 | PSX | Phillips 66 | Stock-Energy | 0.01% | — | — | |
| 3 | XPO | Xpo INC | Stock-Industrials | 0.01% | — | — | |
| 4 | HUM | Humana INC | Stock-Healthcare | 0.01% | — | — | |
| 5 | AVB | Avalonbay Communities INC | Stock-Real Estate | 0.01% | — | — | |
| 6 | CMI | Cummins INC | Stock-Industrials | 0.01% | — | — | |
| 7 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.01% | — | +0.11% | |
| 8 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.01% | — | — | |
| 9 | GIS | General Mills INC | Stock-Consumer Staples | 0.01% | — | — | |
| 10 | WEX | Wex INC | Stock-Tech | — | — | — | |
| 11 | CAG | Conagra Brands INC | Stock-Consumer Staples | — | — | — | |
| 12 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | — | — | — | |
| 13 | AGCO | Agco CORP | Stock-Industrials | — | — | — | |
| 14 | MCO | Moody's CORP | Stock-Financials | — | — | — | |
| 15 | F | Ford Motor Co | Stock-Consumer Disc | — | — | +0.08% | |
| 16 | SLB | Slb LTD | Stock-Energy | — | — | — | |
| 17 | CP | Canadian Pacific Kansas City | Stock-Industrials | — | — | — | |
| 18 | BCE | Bce INC | Stock-Comm Services | — | — | — | |
| 19 | USB | US Bancorp | Stock-Financials | — | — | +0.12% | |
| 20 | CPRT | Copart INC | Stock-Industrials | — | — | +60.29% | |
| 21 | ILMN | Illumina INC | Stock-Healthcare | — | — | — | |
| 22 | AZO | Autozone INC | Stock-Consumer Disc | — | — | — | |
| 23 | ADSK | Autodesk INC | Stock-Tech | — | — | — | |
| 24 | CHTR | Charter Communications Inc-a | Stock-Comm Services | — | — | — | |
| 25 | NOC | Northrop Grumman CORP | Stock-Industrials | — | — | — | |
| 26 | SNPS | Synopsys INC | Stock-Tech | — | — | — | |
| 27 | GXO | Gxo Logistics INC | Stock-Industrials | — | — | — | |
| 28 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | — | — | +0.89% | |
| 29 | EW | Edwards Lifesciences CORP | Stock-Healthcare | — | — | — | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | — | — | — | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | — | — | — | |
| 32 | TRMB | Trimble INC | Stock-Tech | — | — | — | |
| 33 | POOL | Pool CORP | Stock-Industrials | — | — | — | |
| 34 | D | Dominion Energy INC | Stock-Utilities | — | — | — | |
| 35 | OKTA | Okta INC | Stock-Tech | — | — | +716.22% | |
| 36 | OTIS | Otis Worldwide CORP | Stock-Industrials | — | — | — | |
| 37 | FBIN | Fortune Brands Innovations I | Stock-Industrials | — | — | — | |
| 38 | BMI | Badger Meter INC | Stock-Tech | — | — | — | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | — | — | — | |
| 40 | AIG | American International Group | Stock-Financials | — | — | — | |
| 41 | ROP | Roper Technologies INC | Stock-Tech | — | — | — | |
| 42 | NUE | Nucor CORP | Stock-Materials | — | — | — | |
| 43 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | — | — | — | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | — | — | — | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | — | — | -5.02% | |
| 46 | MRVL | Marvell Technology INC | Stock-Tech | — | — | — | |
| 47 | PEG | Public Service Enterprise Gp | Stock-Utilities | — | — | +0.27% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | — | — | — | |
| 49 | FTV | Fortive CORP | Stock-Tech | — | — | — | |
| 50 | EME | Emcor Group INC | Stock-Industrials | — | — | — |