CIK: 0001837343
Total reported value
$2.8B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARRY | Array Technologies INC | Stock-Other | 12.27% | -1.16% | +2.60% | |
| 2 | DY | Dycom Industries INC | Stock-Industrials | 10.47% | -0.66% | +0.56% | |
| 3 | ATKR | Atkore INC | Stock-Other | 10.22% | -0.21% | +38.87% | |
| 4 | ENS | Enersys | Stock-Industrials | 10.08% | -1.41% | — | |
| 5 | MTZ | Mastec INC | Stock-Industrials | 9.56% | +7.09% | +10.42% | |
| 6 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 6.99% | — | +3030.00% | |
| 7 | FSLR | First Solar INC | Stock-Tech | 6.39% | -5.26% | — | |
| 8 | BLDR | Builders Firstsource INC | Stock-Industrials | 6.24% | -0.93% | EXIT | |
| 9 | TG7 | Triumph Group INC | Stock-Other | 6.10% | — | +1.90% | |
| 10 | SABR | Sabre CORP | Stock-Tech | 3.06% | -0.24% | EXIT | |
| 11 | EME | Emcor Group INC | Stock-Industrials | 2.83% | — | — | |
| 12 | TFII | Tfi International INC | Stock-Other | 2.53% | -0.01% | — | |
| 13 | ✓ | Stock-Other | 2.48% | — | — | ||
| 14 | WEX | Wex INC | Stock-Tech | 2.37% | — | — | |
| 15 | FTCI | Ftc Solar INC | Stock-Other | 2.13% | — | — | |
| 16 | ROG | Rogers CORP | Stock-Other | 1.98% | — | — | |
| 17 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.44% | -0.03% | — | |
| 18 | ✓ | Csi Compressco LP | Stock-Other | 1.44% | — | — | |
| 19 | DOORUSD | Masonite International CORP | Stock-Other | 1.25% | — | — | |
| 20 | XMTR | Xometry Inc-a | Stock-Other | 0.18% | — | — |