CIK: 0001756870
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | Stock-Industrials | 4.46% | — | — | |
| 2 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.40% | — | — | |
| 3 | PCAR | Paccar INC | Stock-Industrials | 4.35% | — | +1053.22% | |
| 4 | IR | Ingersoll-rand INC | Stock-Industrials | 4.11% | — | +72.83% | |
| 5 | LII | Lennox International INC | Stock-Industrials | 4.04% | — | +345.91% | |
| 6 | VC | Visteon CORP | Stock-Other | 3.87% | — | +55.47% | |
| 7 | LIN | Linde plc | Stock-Materials | 3.58% | — | — | |
| 8 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 3.57% | — | -26.67% | |
| 9 | AME | Ametek INC | Stock-Industrials | 3.56% | — | +12.48% | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 3.52% | — | +10.93% | |
| 11 | OC | Owens Corning | Stock-Industrials | 3.52% | — | +59.26% | |
| 12 | PNR | Pentair plc | Stock-Industrials | 3.48% | — | +9.17% | |
| 13 | TDG | Transdigm Group INC | Stock-Industrials | 2.97% | — | — | |
| 14 | KNX | Knight-swift Transportation | Stock-Industrials | 2.94% | — | +81.89% | |
| 15 | HWM | Howmet Aerospace INC | Stock-Industrials | 2.90% | — | -12.34% | |
| 16 | FTV | Fortive CORP | Stock-Tech | 2.88% | — | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.87% | — | +10.09% | |
| 18 | LHX | L3harris Technologies INC | Stock-Industrials | 2.86% | — | +106.70% | |
| 19 | HON | Honeywell International INC | Stock-Industrials | 2.85% | — | — | |
| 20 | ALV | Autoliv INC | Stock-Consumer Disc | 2.18% | — | -50.53% | |
| 21 | MTZ | Mastec INC | Stock-Industrials | 2.18% | — | — | |
| 22 | FCX | Freeport-mcmoran INC | Stock-Materials | 2.11% | — | -27.04% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.09% | — | — | |
| 24 | XPO | Xpo INC | Stock-Industrials | 2.07% | — | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 2.06% | — | -67.12% | |
| 26 | APTV | Aptiv PLC | Stock-Consumer Disc | 2.05% | — | -54.09% | |
| 27 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 1.61% | — | — | |
| 28 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.60% | — | — | |
| 29 | HAYW | Hayward Holdings INC | Stock-Other | 1.58% | — | — | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.57% | — | — | |
| 31 | CACI | Caci International INC -cl A | Stock-Tech | 1.46% | — | +84.43% | |
| 32 | LNG | Cheniere Energy INC | Stock-Energy | 1.42% | — | -43.80% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.39% | — | -35.27% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.38% | — | — | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.36% | — | -32.38% | |
| 36 | ALB | Albemarle CORP | Stock-Materials | 0.73% | — | -67.17% | |
| 37 | DOW | Dow INC | Stock-Materials | 0.72% | — | -47.15% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | — | — | |
| 39 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.69% | — | — | |
| 40 | CF | Cf Industries Holdings INC | Stock-Materials | 0.69% | — | +46.71% | |
| 41 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.42% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.41% | — | — | |
| 44 | GIS | General Mills INC | Stock-Consumer Staples | 0.39% | — | -68.21% |