13F

Investor

Polymer Capital Management (US) LLC

CIK 0001973324 · filed 2026-05-14 · SEC filing

13F book

$987.6M

Positions

733

270 new · 241 sold

Largest name

3.1%

Nvidia Corp · NVDA

Est. mark

$21.3M

Price effect on 463 names still held. Flow −$119.8M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA173.5K$30.3M3.1%−$1.24MAdded$11.2M
Lumentum Hldgs Inc30.4K$21.4M2.2%$10.2MCut$2.69M
Broadcom Inc.AVGO37.2K$11.5M1.2%−$61KAdded$10.9M
Corning Inc61.2K$8.32M0.8%$688.1KAdded$7.08M
Asml Holding N V5.58K$7.38M0.7%New
Alphabet Inc23.2K$6.68M0.7%−$243.8KAdded$3.68M
Transocean Ltd.RIG1M$6.66M0.7%$2.51MCut$1.62M
Micron Technology IncMU18.9K$6.38M0.6%$989.4KCut−$12.9M
American Elec Pwr Co Inc48K$6.29M0.6%$756.5KCut$522.1K
Portland Gen Elec Co117.5K$6.2M0.6%$286.8KAdded$3.32M
Onto Innovation Inc.ONTO29.1K$5.97M0.6%$1.24MAdded$1.83M
Microchip Technology Inc.91.2K$5.89M0.6%$81.2KCut−$2.03M
Vertiv Holdings CoVRT22.4K$5.61M0.6%$1.98MCut−$220.5K
Xcel Energy Inc70K$5.56M0.6%$390.6KCut−$1.09M
Nextpower Inc.NXT44.4K$5.36M0.5%$168.9KAdded$4.92M
Smartstop Self Storag Reit I171.1K$5.18M0.5%−$113KHeld
Ecolab Inc.ECL19.3K$5.13M0.5%$50KAdded$1.38M
Sherwin Williams CoSHW15.8K$5.07M0.5%−$8.12KAdded$4.31M
Ishares Tr95K$4.99M0.5%New
Tower Semiconductor LtdTSEM27.7K$4.86M0.5%$1.61MCut−$221.3K
Parker-Hannifin CorpPH5.34K$4.78M0.5%$81.4KAdded$389.4K
Advanced Micro Devices IncAMD21.4K$4.35M0.4%−$229.7KCut−$5.69M
Alcoa CorpAA63.4K$4.21M0.4%$434KAdded$2.46M
Keysight Technologies, Inc.KEYS14.8K$4.17M0.4%$1.17MCut−$702K
CoreWeave, Inc.CRWV53.8K$4.16M0.4%$14.8KAdded$3.98M
Vaneck Etf Trust45K$4.13M0.4%$240KAdded$698.9K
Teradyne, IncTER13.6K$4.04M0.4%$1.4MCut$168.9K
Linde PlcLIN8.15K$4.04M0.4%$565.1KCut−$2.7M
Cummins IncCMI7.13K$3.84M0.4%$166.6KAdded$750.4K
Paypay CorpPAYP178.1K$3.8M0.4%New
Medline Inc.MDLN85K$3.78M0.4%$212.5KHeld
Nebius Group N.V.NBIS36.3K$3.77M0.4%New
Cf Inds Hldgs Inc27.9K$3.62M0.4%$412.5KAdded$3.01M
Nisource Inc.NI75K$3.5M0.4%$367.5KCut−$1.72M
Boeing Co17.4K$3.47M0.4%−$315.6KCut−$1.79M
DuPont de Nemours, Inc.DD74.7K$3.42M0.3%$412.9KAdded$455.3K
Ametek Inc/AME15.1K$3.24M0.3%$115.3KAdded$621K
Qorvo, Inc.QRVO40.9K$3.16M0.3%−$290.6KCut−$2.68M
Freeport-Mcmoran IncFCX51.9K$3.05M0.3%$414.9KCut−$265.5K
GE Vernova Inc.GEV3.44K$3M0.3%$754.5KCut−$470.3K
Martin Marietta Matls Inc4.96K$2.92M0.3%−$54.4KAdded$1.92M
Cbre Group, Inc.CBRE21.4K$2.9M0.3%−$488.3KAdded−$196.1K
Capital One Finl Corp15.8K$2.88M0.3%New
Rockwell Automation, IncROK8K$2.87M0.3%−$220KAdded$35.9K
Forgent Power Solutions, Inc.FPS97.6K$2.86M0.3%New
Caterpillar IncCAT4K$2.83M0.3%$542.4KCut−$30.5K
Ameren CorpAEE25.7K$2.83M0.3%$259KCut−$4.38M
Eastman Chem Co35K$2.67M0.3%$437.1KCut−$28.8K
Amkor Technology, Inc.AMKR58.9K$2.65M0.3%$123.8KAdded$1.77M
Dte Energy Co17.4K$2.54M0.3%$299.9KCut−$5.04M
Travelers Companies, Inc.TRV8.69K$2.53M0.3%$1.94KAdded$2.19M
Dover CorpDOV12.1K$2.53M0.3%$107KAdded$950.4K
Valero Energy Corp10.2K$2.51M0.3%$200.9KAdded$2.12M
Ovintiv Inc.OVV41.7K$2.47M0.3%$454KAdded$1.59M
Honeywell Intl Inc10.8K$2.44M0.2%$154.7KAdded$1.47M
Evergy, Inc.EVRG29.3K$2.4M0.2%New
Avalonbay Cmntys Inc14.6K$2.38M0.2%−$242.9KAdded−$69.6K
Wec Energy Group, Inc.WEC20.5K$2.38M0.2%$211.8KCut−$363.9K
Sitime CorpSITM6.88K$2.38M0.2%New
Eqt CorpEQT37.2K$2.37M0.2%$235.1KAdded$1.11M
Tesla, Inc.TSLA6.27K$2.33M0.2%−$488.9KCut−$2.94M
NOV Inc.NOV123K$2.31M0.2%New
Ares Management Corporation20.9K$2.28M0.2%New
International Flavors&Fragra31K$2.25M0.2%$154.8KAdded$226.9K
Deckers Outdoor CorpDECK22.1K$2.21M0.2%−$41.7KAdded$1.01M
Csx CorpCSX53.9K$2.21M0.2%$108.6KAdded$1.39M
James Hardie Inds Plc115K$2.18M0.2%−$130.9KAdded$677.9K
Coca Cola CoKO28.4K$2.16M0.2%$48.6KAdded$1.61M
Spdr Gold Tr5K$2.15M0.2%$169.9KHeld
Lennar Corp23.9K$2.07M0.2%−$344KAdded−$142.3K
Mdu Res Group Inc100K$2.07M0.2%New
Terex Corp New35K$2.07M0.2%$200.2KCut−$66.7K
Bank America Corp41.9K$2.04M0.2%−$262.2KCut−$299K
Emerson Elec Co15.6K$2.04M0.2%−$26.5KCut−$430.9K
Agnico Eagle Mines LtdAEM10K$2.03M0.2%$294.4KAdded$537.9K
F&G Annuities & Life Inc78K$1.97M0.2%−$408.6KAdded−$305.2K
Johnson Ctls Intl Plc14.9K$1.95M0.2%$162.8KAdded$207.6K
Centerpoint Energy IncCNP45K$1.94M0.2%$216.9KCut−$3.04M
Five Below, IncFIVE8.46K$1.93M0.2%New
Spdr Series Trust10K$1.82M0.2%New
Goldman Sachs Group Inc2.13K$1.81M0.2%−$70.5KCut−$1.24M
Flowserve CorpFLS24.5K$1.8M0.2%$101KCut$65.3K
Adecoagro S.A.AGRO118.4K$1.78M0.2%$839.5KHeld
Ulta Beauty, Inc.ULTA3.39K$1.77M0.2%−$192.8KAdded$352.4K
Home Depot, Inc.HD5.38K$1.77M0.2%−$27.1KAdded$1.16M
American Eagle Outfitters In100.5K$1.68M0.2%−$834.9KAdded−$597.5K
Steel Dynamics IncSTLD9.3K$1.67M0.2%$75.6KAdded$459.9K
Metlife Inc23.6K$1.67M0.2%−$105.8KAdded$653.1K
Moodys Corp3.81K$1.66M0.2%−$112.1KAdded$896K
Terreno Rlty Corp26.5K$1.63M0.2%New
Oge Energy Corp.OGE33.8K$1.62M0.2%$109.1KAdded$733.8K
Ross Stores, Inc.ROST7.46K$1.62M0.2%$162.7KAdded$812.8K
Etsy IncETSY32.3K$1.61M0.2%−$176.1KCut−$489.3K
EMCOR Group, Inc.EME2.18K$1.61M0.2%$276.1KCut$160.4K
Toll Brothers, Inc.TOL11.4K$1.56M0.2%$14.3KCut−$346.2K
Stag Indl IncSTAG43K$1.55M0.2%−$30.1KCut−$769.3K
Royal Gold IncRGLD5.9K$1.5M0.2%$190.1KCut$17.1K
Caci Intl Inc2.72K$1.48M0.1%$5.64KAdded$1.21M
Paypal Hldgs Inc32.7K$1.48M0.1%−$263.1KAdded$308.7K
Oreilly Automotive Inc15.9K$1.47M0.1%$10.1KAdded$638.7K
Westlake CorpWLK12.5K$1.46M0.1%$278.7KAdded$982K
Cencora, Inc.COR4.62K$1.45M0.1%−$61.2KAdded$577.8K
Federal Rlty Invt Tr New13.6K$1.44M0.1%$73.5KCut−$717.1K
Automatic Data Processing In7.08K$1.44M0.1%New
Rush Street Interactive, Inc.RSI66K$1.44M0.1%$150.4KAdded$176.1K
Marsh & Mclennan Cos Inc8.13K$1.41M0.1%−$74.9KAdded$258.8K
Church & Dwight Co Inc15.1K$1.41M0.1%New
Solstice Advanced Matls Inc18K$1.37M0.1%$496.4KCut−$212.2K
Us Bancorp Del25.7K$1.34M0.1%−$14.8KAdded$752.6K
Mgm Resorts InternationalMGM34.9K$1.29M0.1%$18.1KCut$6.65K
Cheniere Energy, Inc.LNG4.53K$1.29M0.1%$404.8KCut−$16.4K
General Dynamics CorpGD3.71K$1.27M0.1%$24.3KCut−$315.7K
Affirm Hldgs Inc27.7K$1.27M0.1%New
Agilent Technologies, Inc.A11.1K$1.27M0.1%−$245.2KCut−$294.3K
Bitfarms Ltd646.2K$1.26M0.1%New
Corteva, Inc.CTVA15K$1.26M0.1%$250.2KCut−$727K
Planet Fitness, Inc.PLNT16.8K$1.25M0.1%−$385.8KAdded$21.4K
Sba Communications Corp NewSBAC7.23K$1.24M0.1%−$111.6KAdded$231.8K
Lyft, Inc.LYFT93.3K$1.24M0.1%−$423.5KAdded−$110.5K
Eog Res Inc8.5K$1.23M0.1%New
Ebay IncEBAY13.5K$1.23M0.1%New
Walmart Inc.WMT9.73K$1.21M0.1%$58.2KAdded$705.5K
Cooper Cos Inc16.9K$1.21M0.1%New
Analog Devices IncADI3.76K$1.2M0.1%$122.2KAdded$491.3K
United Airls Hldgs Inc12.9K$1.19M0.1%−$172.4KAdded$211.2K
Carmax IncKMX27.6K$1.15M0.1%$30.1KAdded$752.6K
Roblox CorpRBLX19.6K$1.11M0.1%−$212.5KAdded$406.7K
Duolingo, Inc.DUOL11.2K$1.11M0.1%−$515.8KAdded−$68.1K
Incyte CorpINCY11.7K$1.1M0.1%−$40.5KAdded$240.6K
New Jersey Res Corp20K$1.1M0.1%$176KCut−$515.8K
Comfort Sys Usa Inc793$1.09M0.1%$258.1KAdded$553.2K
American Intl Group Inc14.4K$1.09M0.1%−$34.1KAdded$802.6K
Southern Co11.1K$1.07M0.1%New
Regeneron Pharmaceuticals, Inc.REGN1.38K$1.07M0.1%$720Added$346.1K
Cava Group, Inc.CAVA13.1K$1.06M0.1%New
Vale S.A.VALE66K$1.05M0.1%New
Vulcan Matls Co3.84K$1.05M0.1%−$19.8KAdded$609.5K
Burlington Stores, Inc.BURL3.21K$1.05M0.1%$117.4KCut−$84.2K
Nvr IncNVR158$1.04M0.1%−$111.1KCut−$1.34M
Invitation Homes Inc.INVH41.1K$1.02M0.1%−$108.5KAdded−$3.86K
Newmont Corp9.42K$1.02M0.1%$69.9KAdded$188.2K
Nnn Reit, Inc.NNN24.2K$1.02M0.1%$58.1KCut$57.8K
Centene Corp Del31K$1.01M0.1%−$97.1KAdded$538.9K
Ftai Aviation Ltd4.1K$1M0.1%New
UiPath, Inc.PATH89.9K$997.8K0.1%−$475.5KCut−$623.7K
Crowdstrike Hldgs Inc2.55K$994.4K0.1%−$150.1KAdded$96.2K
Vici Pptys Inc36.3K$990.7K0.1%−$29KCut−$350.3K
Wabtec3.96K$989.4K0.1%$136.8KAdded$188.5K
Phillips 66PSX5.42K$988.1K0.1%New
Crown Castle Inc.CCI12K$979.2K0.1%−$68.2KAdded$177.7K
Marathon Pete Corp4K$976.7K0.1%$326.2KCut−$1.83M
Hf Sinclair CorpDINO15.6K$973.4K0.1%$254.5KCut−$537.4K
Biomarin Pharmaceutical IncBMRN17.1K$966.2K0.1%−$50.3KCut−$476.9K
UDR, Inc.UDR28.6K$965K0.1%−$27.4KAdded$619K
Universal Hlth Svcs Inc5.39K$964.5K0.1%−$133.2KAdded$221K
Bjs Whsl Club Hldgs Inc9.71K$956K0.1%New
Stifel Finl Corp12.8K$944.2K0.1%−$407.7KAdded−$50.9K
Flowco Hldgs Inc45.7K$941.4K0.1%New
Dutch Bros Inc.BROS18.5K$938.6K0.1%New
Costco Whsl Corp New930$926.7K0.1%$67.8KAdded$490.3K
Workday, Inc.WDAY7.12K$924.9K0.1%−$150.1KAdded$545K
American Homes 4 Rent32.8K$915.7K0.1%−$122KAdded−$21.4K
APA CorpAPA21.6K$915.3K0.1%New
Tpg Inc22.5K$913.4K0.1%New
Celanese Corp Del13.9K$912.8K0.1%New
Ss&C Technologies Hldgs Inc13.4K$908.7K0.1%New
Carters IncCRI25.3K$904.4K0.1%$84.2KCut−$352.4K
Procter And Gamble CoPG6.25K$903.3K0.1%$5.58KAdded$195.2K
Archer Aviation Inc173.6K$897.7K0.1%New
General Mtrs Co12K$895.8K0.1%−$82KCut−$416.1K
Albemarle Corp4.97K$892.1K0.1%$189.3KCut$147K
V2X, Inc.VVX13K$891.9K0.1%$77.5KAdded$588.9K
Littelfuse Inc2.62K$889.8K0.1%New
Benchmark Electrs Inc15.8K$884.8K0.1%New
Boston Scientific CorpBSX14K$878.4K0.1%−$230KAdded$205.8K
Plexus CorpPLXS4.32K$874.2K0.1%New
Adeia Inc.ADEA36.3K$872.7K0.1%New
Antero Resources CorpAR20.3K$862.6K0.1%$162.2KCut−$711.5K
Disney Walt Co8.93K$861K0.1%−$124.2KAdded$48.3K
Acuity Inc3.07K$860.6K0.1%New
Apollo Global Mgmt Inc7.68K$856K0.1%New
Invesco Ltd.IVZ35.2K$855.8K0.1%−$45.3KAdded$254.7K
Tri Pointe Homes Inc18.2K$849.3K0.1%New
C. H. Robinson Worldwide, Inc.CHRW5.1K$847K0.1%$15.1KAdded$390.2K
Woodward, Inc.WWD2.37K$846.8K0.1%$121.8KAdded$184.8K
Agree Rlty Corp11.1K$833.9K0.1%New
USA Rare Earth, Inc.USAR55.1K$833.6K0.1%$178.2KCut−$638.8K
Ally Finl Inc21.2K$832.5K0.1%−$64.2KAdded$352.6K
Neurocrine Biosciences IncNBIX6.29K$828.6K0.1%−$63.5KCut−$145.4K
Snowflake Inc.SNOW5.47K$825.7K0.1%−$81.3KAdded$565.6K
American Wtr Wks Co Inc New6.03K$821K0.1%New
Coeur Mng Inc43.7K$819.7K0.1%$41KCut−$1.85M
Amphenol Corp New6.45K$815.2K0.1%−$56.7KCut−$818.8K
Masco Corp13.5K$815K0.1%New
Curtiss Wright CorpCW1.19K$810.5K0.1%$154.5KCut−$625.5K
Northrop Grumman Corp1.18K$807.8K0.1%$132.6KCut−$254K
Dicks Sporting Goods Inc4.04K$802.1K0.1%New
Mccormick & Co Inc15.7K$792.4K0.1%−$277.6KCut−$343.8K
Evercore Inc.EVR2.64K$787.8K0.1%New
Dow Inc.DOW18.8K$783.9K0.1%$291.4KAdded$410.9K
Wells Fargo Co New9.83K$782.9K0.1%−$55.9KAdded$399.8K
First Advantage Corp New66.3K$779.2K0.1%New
Schwab Charles Corp8.26K$776.6K0.1%−$49KCut−$237.6K
Danaher Corporation4.07K$772.1K0.1%−$160.1KCut−$490.4K
Epam Sys Inc5.68K$769.3K0.1%New
Fedex CorpFDX2.16K$768.3K0.1%$54KAdded$536.6K
BorgWarner IncBWA14.1K$766.7K0.1%$130KCut−$375.4K
Toast, Inc.TOST28.9K$765.2K0.1%−$230.2KAdded−$143.1K
Chipotle Mexican Grill IncCMG23.7K$758K0.1%−$118.2KCut−$118.7K
Samsara Inc.IOT23.9K$756.4K0.1%New
Datadog, Inc.DDOG6.38K$753.6K0.1%New
American Healthcare REIT, Inc.AHR16K$753.2K0.1%$1.6KCut−$77.6K
Lattice Semiconductor CorpLSCC8.11K$752.2K0.1%New
Hut 8 Corp.HUT16K$752.2K0.1%$15.6KCut−$508.3K
Host Hotels & Resorts, Inc.HST39.1K$749.8K0.1%New
Applovin CorpAPP1.88K$748.6K0.1%New
Vertex Pharmaceuticals Inc1.67K$745.3K0.1%−$9.96KAdded$83.4K
Leidos Holdings, Inc.LDOS4.74K$736.5K0.1%−$65KAdded$265.3K
Clorox Co Del7.07K$732.3K0.1%$19.8KCut−$311.6K
Exxon Mobil Corp4.29K$727.8K0.1%$211.6KCut−$468.7K
Ollies Bargain Outlet Hldgs7.83K$720.9K0.1%New
Pg&E Corp40.9K$717.8K0.1%$59.7KAdded$78K
Sunrun Inc.RUN52.8K$716.2K0.1%−$62.3KAdded$479.3K
Armstrong World Inds Inc New4.34K$715.4K0.1%New
Moderna, Inc.MRNA14K$709.6K0.1%New
Synchrony Financial10.4K$708.9K0.1%−$160.6KCut−$426.5K
Kkr & Co Inc7.59K$701.9K0.1%−$265.4KCut−$788.5K
Truist Finl Corp15.2K$696.5K0.1%−$49.1KCut−$2.67M
Trane Technologies PlcTT1.67K$694.3K0.1%$45.9KCut−$1.62M
Atlassian CorpTEAM10.2K$693.8K0.1%−$600.5KAdded−$343.2K
Andersen Group Inc.ANDG25.4K$690.9K0.1%$31.7KAdded$42.6K
Arista Networks, Inc.ANET5.62K$689.4K0.1%−$35.7KAdded$122K
Chemed Corp New1.82K$688.2K0.1%New
Urban Outfitters IncURBN10.8K$686.1K0.1%−$104.7KAdded$24.4K
Powell Inds Inc1.26K$684.5K0.1%New
Cintas CorpCTAS4.03K$682K0.1%−$76.3KAdded−$76.1K
Fiserv IncFISV12.2K$681.8K0.1%−$138.9KCut−$567.1K
Chevron Corp NewCVX3.29K$681.3K0.1%$179.4KCut$94.2K
Republic Svcs Inc3.08K$675.2K0.1%$21.9KCut−$2.86M
Accenture Plc Ireland3.4K$674.6K0.1%−$238.2KCut−$268K
Pinnacle Finl Partners Inc Com7.81K$672.8K0.1%New
Saia IncSAIA1.91K$671.6K0.1%New
Ford Mtr Co58.2K$671.2K0.1%New
Palo Alto Networks IncPANW4.18K$670.5K0.1%−$93.4KAdded−$49.9K
Clean Harbors IncCLH2.34K$669.8K0.1%New
Ameriprise Finl Inc1.5K$666.6K0.1%−$68.9KCut−$1.93M
York Space Systems Inc.YSS30K$665.1K0.1%New
Jacobs Solutions Inc.J5.22K$665K0.1%−$27.1KCut−$442.6K
D-Wave Quantum Inc.QBTS45.7K$658.9K0.1%−$535.1KCut−$703.7K
Exelixis, Inc.EXEL15.3K$657.2K0.1%−$14.4KCut−$360.9K
Mckesson CorpMCK757$655.1K0.1%$34.1KCut−$358K
Victorias Secret And Co14K$651.1K0.1%−$109.7KCut−$570.1K
Broadridge Finl Solutions In3.99K$648.9K0.1%New
Veeco Instrs Inc Del19K$644.7K0.1%New
Lennox Intl Inc1.38K$641.9K0.1%−$22.5KAdded$131.5K
Mosaic Co NewMOS24.9K$635.9K0.1%$35.2KCut−$810.4K
Kraft Heinz CoKHC28.2K$634.6K0.1%−$49.7KCut−$1.09M
Firefly Aerospace Inc.FLY22.3K$633.5K0.1%$135.7KCut$130.1K
Comcast Corp New22K$630.2K0.1%−$25.9KCut−$313.5K
Camden Ppty Tr6.44K$628.8K0.1%New
Citigroup Inc5.53K$626.6K0.1%−$18.1KCut−$435.6K
Chubb Limited1.92K$626.1K0.1%New
Liberty Broadband Corp12.4K$622.9K0.1%New
Prudential Finl Inc6.35K$620.1K0.1%−$40.8KAdded$317.1K
Seaboard Corp Del109$616.3K0.1%$106.4KAdded$225.1K
Dianthus Therapeutics Inc7.34K$615.9K0.1%New
Cleveland-Cliffs Inc New72.9K$615.6K0.1%New
Jabil IncJBL2.3K$610.4K0.1%$86.4KCut−$1.17M
Everest Group, Ltd.EG1.86K$609.6K0.1%−$23.3KCut−$130.9K
Factset Resh Sys Inc2.8K$607.1K0.1%New
Stanley Black & Decker, Inc.SWK8.54K$606.6K0.1%−$27.5KCut−$119.6K
Ondas Hldgs IncONDS66.7K$602.6K0.1%New
Fmc CorpFMC34.9K$601.6K0.1%New
Zeta Global Holdings Corp.ZETA37.6K$598.6K0.1%−$166.6KCut−$619.6K
Eli Lilly & CoLLY649$596.9K0.1%−$72.7KAdded$92.9K
First Solar, Inc.FSLR3K$592.8K0.1%New
Whirlpool Corp11K$591.7K0.1%New
Waste Connections, Inc.WCN3.62K$588.2K0.1%−$19KAdded$330.4K
Coherent Corp.COHR2.47K$587.9K0.1%$132.4KCut−$428K
Ciena CorpCIEN1.51K$587.4K0.1%$233.5KCut−$295K
Century Alum Co10K$586.9K0.1%$195.1KCut−$588.5K
Carlyle Group Inc12.1K$586.6K0.1%−$129.9KCut−$498.3K
ONE Gas, Inc.OGS6.78K$584.2K0.1%New
Argan IncAGX1.07K$583.9K0.1%$248KCut−$514K
Patterson Uti Energy IncPTEN53.8K$583.1K0.1%$56KAdded$510.6K
Cigna GroupCI2.18K$581.8K0.1%−$18.5KCut−$320.4K
PENTAIR plcPNR6.68K$581.5K0.1%−$113.7KCut−$117.5K
Applied Optoelectronics, Inc.AAOI6.87K$581.2K0.1%New
TechnipFMC PLCFTI8.41K$581.2K0.1%$206.6KCut$27.4K
Fastly, Inc.FSLY19.8K$576.4K0.1%New
Ati IncATI3.96K$575.3K0.1%$121.4KCut−$507.7K
Hartford Insurance Group Inc4.25K$575.1K0.1%−$5.29KAdded$291.4K
Chewy, Inc.CHWY21.3K$575K0.1%−$128.9KCut−$589.7K
Aflac IncAFL5.24K$574.7K0.1%New
Myr Group Inc DelMYRG2.03K$572K0.1%$129.3KCut−$46.6K
SOLV Energy, Inc.MWH19K$570.6K0.1%New
Murphy USA Inc.MUSA1.15K$570K0.1%New
National Storage Affiliates15.1K$569K0.1%New
United Rentals, Inc.URI781$569K0.1%−$63.1KCut−$2.24M
Jefferies Finl Group Inc13.8K$567.7K0.1%New
Riot Platforms, Inc.RIOT45.8K$566.5K0.1%−$14.2KCut−$571.4K
Darling Ingredients Inc.DAR9.14K$565.1K0.1%New
Signet Jewelers Limited6.68K$565.1K0.1%$9.93KAdded$97.3K
Carpenter Technology CorpCRS1.43K$563.2K0.1%$113.3KCut−$183.9K
Best Buy Co IncBBY8.77K$563K0.1%−$23.9KCut−$373.1K
Hp IncHPQ29.2K$561.5K0.1%New
Hilton Worldwide Hldgs Inc1.85K$561.3K0.1%New
Bank New York Mellon Corp4.72K$560.2K0.1%$12KCut−$306.9K
Xylem Inc.XYL4.68K$559.6K0.1%−$78.1KCut−$179.8K
Dominos Pizza IncDPZ1.56K$559K0.1%New
Draftkings Inc New25.7K$556.6K0.1%−$330.6KCut−$490.3K
Molina Healthcare, Inc.MOH4.15K$553.2K0.1%New
Kimberly Clark CorpKMB5.71K$551.2K0.1%−$25.3KCut−$579.1K
Rollins IncROL10.3K$548.7K0.1%New
Roper Technologies IncROP1.55K$547.4K0.1%−$141.2KCut−$363.3K
F N B Corp32.7K$547.4K0.1%New
Copart IncCPRT16.4K$546.1K0.1%−$97.9KCut−$383.1K
Hubspot IncHUBS2.23K$545.3K0.1%−$351.2KCut−$529.4K
Meta Platforms, Inc.META947$541.8K0.1%−$39.8KAdded$243.4K
Brinker Intl Inc3.79K$541K0.1%−$2.84KCut−$400.2K
Modine Mfg Co2.48K$538.5K0.1%$206.8KCut−$18.9K
Sealed Air Corp New12.8K$538.4K0.1%$7.94KCut−$838.7K
Occidental Pete Corp8.24K$535.3K0.1%$196.7KCut−$649.9K
Affiliated Managers Group In1.93K$535.1K0.1%−$22.4KCut−$275.2K
Day One Biopharmaceuticals I24.9K$533.3K0.1%New
Macys Inc29.4K$531.4K0.1%−$116.3KCut−$199.6K
L3harris Technologies Inc1.54K$530.1K0.1%$79.2KCut−$87.5K
Principal Financial Group In5.88K$529.7K0.1%New
Us Foods Hldg Corp5.74K$529.4K0.1%$97KCut−$471.9K
Red Cat Hldgs Inc40.4K$528.4K0.1%$58.6KAdded$438.4K
Mks IncMKSI2.29K$526.7K0.1%$160.5KCut$139.2K
Brown & Brown, Inc.BRO8.04K$524.6K0.1%New
State Str Corp4.12K$521.9K0.1%−$10.1KCut−$413K
Arrow Electrs Inc3.64K$521.9K0.1%New
Leonardo DRS, Inc.DRS11.7K$520.8K0.1%New
Nasdaq, Inc.NDAQ6.12K$519.7K0.1%−$74.9KCut−$993.2K
Td Synnex CorpSNX3.08K$519.6K0.1%$47.7KAdded$132.2K
Tradeweb Mkts Inc4.42K$519.5K0.1%$44.7KCut−$621K
Unifirst Corp Mass2.06K$518.5K0.1%New
Ge Aerospace1.82K$517.6K0.1%−$44.3KCut−$318.1K
Ge Healthcare Technologies I7.24K$515.1K0.1%New
Lamb Weston Hldgs Inc12.2K$514.2K0.1%$4.5KCut−$620.7K
Vicor CorpVICR3.17K$510.9K0.1%New
Hasbro, Inc.HAS5.45K$509.9K0.1%$63.2KCut−$498.7K
Qnity Electronics, Inc.Q4.4K$507.2K0.1%$148.3KCut−$1.31M
Willis Towers Watson PlcWTW1.74K$506.4K0.1%New
Ball CorpBALL8.53K$504.1K0.1%$52.4KCut−$502.3K
Textron IncTXT5.75K$503K0.1%$1.59KAdded$147.5K
Ralph Lauren CorpRL1.46K$501.9K0.1%−$14KCut−$675.3K
Take-Two Interactive Softwar2.53K$500.5K0.1%−$148.3KCut−$1.29M
Sprouts Fmrs Mkt Inc6.45K$497.1K0.1%−$16.4KCut−$462.8K
Weatherford Intl Plc5.24K$495.3K0.1%New
Hunt J B Trans Svcs Inc2.34K$495.2K0.1%$30.9KAdded$153.4K
Fox Corp8.45K$493.4K0.1%New
Humana IncHUM2.82K$488.6K0.0%−$225.8KAdded−$210.4K
Clearway Energy, Inc.CWEN12.4K$488.4K0.0%New
Unum Group6.67K$487.3K0.0%−$29.8KCut−$630.5K
Veralto CorpVLTO5.5K$486.7K0.0%−$62.5KCut−$438.4K
First Horizon Corporation21.4K$486.6K0.0%−$24.4KCut−$605.7K
Allstate Corp2.34K$484.6K0.0%−$1.89KCut−$678.6K
Veeva Sys Inc2.76K$484.5K0.0%−$131.2KCut−$470.5K
T-Mobile Us Inc2.3K$483.7K0.0%$16.1KCut−$135.2K
Booz Allen Hamilton Hldg Cor6.17K$481.8K0.0%−$39.1KCut−$495.5K
Citizens Finl Group Inc8.03K$481.6K0.0%$10.3KAdded$94.5K
DONALDSON Co INCDCI5.63K$478.2K0.0%New
TKO Group Holdings, Inc.TKO2.36K$475.9K0.0%New
Shake Shack Inc.SHAK5.38K$475.8K0.0%New
Cheesecake Factory IncCAKE8.66K$474.4K0.0%New
Amprius Technologies Inc28.1K$474.2K0.0%New
Commercial Metals CoCMC7.72K$474.1K0.0%−$56.5KAdded−$27.9K
lululemon athletica inc.LULU3.07K$470.6K0.0%−$168.2KCut−$1.02M
Bath & Body Works, Inc.BBWI24.9K$465.4K0.0%−$35.1KCut−$1.11M
MongoDB, Inc.MDB1.9K$464.8K0.0%New
Expedia Group, Inc.EXPE2.01K$464.6K0.0%New
Cvs Health CorpCVS6.45K$463.4K0.0%−$48.6KAdded−$48.6K
Jones Lang Lasalle IncJLL1.52K$462.9K0.0%−$37.4KAdded$71.9K
Otis Worldwide CorpOTIS6K$462.5K0.0%−$61.6KCut−$2.03M
Kinder Morgan Inc Del13.7K$460.6K0.0%$83KCut−$112.3K
Transdigm Group IncTDG395$457.8K0.0%New
Dell Technologies Inc.DELL2.79K$457.4K0.0%$106.6KCut−$591.8K
Mettler Toledo International Inc/MTD361$455.3K0.0%−$48KCut−$406.3K
Rocket Cos Inc31.9K$454.6K0.0%−$163KCut−$362.7K
Autodesk, Inc.ADSK1.89K$452.5K0.0%−$68.6KAdded$93.7K
Viatris IncVTRS33.3K$450.2K0.0%$35.3KCut−$688.4K
Target CorpTGT3.71K$449.8K0.0%$76.6KAdded$130.3K
Zoetis Inc.ZTS3.76K$444.1K0.0%−$28.6KCut−$373.6K
Cognizant Technology Solutio7.24K$444K0.0%New
Voya Financial Inc6.46K$441.6K0.0%−$39.9KCut−$44.4K
Aon plcAON1.37K$441.6K0.0%−$41.2KCut−$417K
Loews CorpL4.14K$441.5K0.0%New
Microsoft CorpMSFT1.19K$440.9K0.0%−$135.1KCut−$236.2K
Tenet Healthcare CorpTHC2.33K$440.3K0.0%−$23.4KCut−$98.3K
Illinois Tool Wks Inc1.69K$440.1K0.0%$23.7KCut−$420.9K
Western Digital CorpWDC1.62K$438.5K0.0%$159.2KCut−$1.95M
HCA Healthcare, Inc.HCA921$435.9K0.0%$5.88KCut$274
Applied Matls Inc1.27K$435.4K0.0%$108KCut−$3.4M
Akamai Technologies IncAKAM3.78K$434.4K0.0%New
Garmin LtdGRMN1.87K$432.9K0.0%$34.1KAdded$195.4K
Tapestry, Inc.TPR3.07K$432.8K0.0%$40.9KCut−$580.6K
Fair Isaac CorpFICO404$431.3K0.0%New
Expeditors Intl Wash Inc3.01K$430.7K0.0%−$17.4KCut−$520.6K
Palantir Technologies Inc.PLTR2.94K$430.2K0.0%−$71.8KAdded$24.9K
American Tower Corp New2.49K$429.6K0.0%−$7.44KCut−$544K
Echostar CorpECHO3.67K$429.4K0.0%New
Masimo Corp2.4K$426.5K0.0%$114.6KCut−$812K
Blackstone Inc.BX3.7K$425.9K0.0%−$145KCut−$246.1K
Crocs, Inc.CROX5.13K$425.9K0.0%−$12.8KCut−$394.8K
Equifax IncEFX2.36K$425K0.0%−$87.1KCut−$299.3K
Hecla Mng Co22.5K$419.8K0.0%−$9.23KAdded$103.5K
Redwire CorpRDW49.2K$418.4K0.0%New
Sable Offshore Corp.SOC25.3K$417.8K0.0%New
Las Vegas Sands CorpLVS7.73K$416.7K0.0%−$86.7KCut−$137.4K
Rithm Capital Corp43.8K$415.1K0.0%−$58.3KAdded−$32.7K
Generac Hldgs Inc2.12K$414.5K0.0%$125.1KCut−$580.2K
Airbnb, Inc.ABNB3.27K$412.4K0.0%−$30.8KCut−$1.42M
Smucker J M Co4.27K$411.9K0.0%−$5.85KCut−$772K
Slb Limited/NvSLB7.97K$409.8K0.0%$103.7KCut−$1.08M
Te Connectivity PlcTEL1.94K$406.3K0.0%−$35.9KCut−$1.36M
Altria Group, Inc.MO6.15K$405.7K0.0%$51.2KCut−$371.2K
Pinterest, Inc.PINS22K$403.4K0.0%−$166.1KCut−$779K
Nuscale Pwr Corp37.2K$403.2K0.0%New
Cboe Global Mkts Inc1.43K$403.1K0.0%New
Lyondellbasell Industries N5K$402.8K0.0%$186.3KCut−$2.47M
Gitlab Inc.GTLB18.6K$402.3K0.0%−$295.4KCut−$914.3K
Manpowergroup Inc Wis13.6K$401.9K0.0%−$2.68KAdded$106.4K
Virtus Invt Partners Inc2.98K$400.6K0.0%−$44.7KAdded$147.3K
Cipher Mining IncCIFR30.9K$398.1K0.0%New
Williams Sonoma IncWSM2.18K$397.1K0.0%New
Sei Invts Co5.05K$396.2K0.0%New
RTX CorpRTX2.05K$394.9K0.0%New
GoDaddy Inc.GDDY4.75K$392.5K0.0%−$196.6KCut−$818.9K
Cousins Pptys Inc17.4K$392.4K0.0%−$43.7KAdded$41.3K
Pattern Group Inc.PTRN31.4K$390.3K0.0%$26.7KAdded$44.1K
Idt CorpIDT7.91K$388.6K0.0%−$14.5KAdded$37.2K
Lockheed Martin CorpLMT638$385.6K0.0%$77KCut−$372.8K
Allegion plcALLE2.65K$385.5K0.0%−$37KCut−$250.5K
S&P Global Inc.SPGI900$382.8K0.0%−$87.5KCut−$1.02M
Essent Group Ltd.ESNT6.55K$382.8K0.0%New
Abercrombie & Fitch Co4.18K$382.4K0.0%−$144.4KCut−$602.9K
Netskope IncNTSK45K$382.1K0.0%−$407.2KHeld
Medtronic PlcMDT4.4K$381.1K0.0%−$41.4KCut−$816.1K
Townebank Portsmouth Va11.3K$380.3K0.0%New
MDA Space Ltd.MDA15K$379.8K0.0%New
Williams Cos Inc5.2K$378.5K0.0%$65.9KCut−$109.9K
Columbus Mckinnon Corp N Y26K$377.9K0.0%−$60KAdded−$2.59K
Thermo Fisher Scientific Inc.TMO767$377K0.0%−$66.3KAdded−$59.9K
Southstate Bk Corp4.07K$376.6K0.0%New
NB Bancorp, Inc.NBBK17.9K$376.4K0.0%New
Devon Energy Corp New7.47K$376K0.0%$102.3KCut$6.5K
Quanta Svcs Inc684$375.5K0.0%$86.8KCut−$2.57M
Bjs Restaurants IncBJRI10.6K$373.1K0.0%New
Select Med Hldgs Corp22.9K$372.9K0.0%New
Ellington Financial Inc31.3K$371K0.0%New
Gilead Sciences, Inc.GILD2.66K$371K0.0%$31.6KAdded$137.4K
Four Corners Ppty Tr Inc15.7K$370.7K0.0%$9.25KCut−$14.2K
NIKE, Inc.NKE7K$370K0.0%−$76.3KCut−$316.3K
TransunionTRU5.33K$369K0.0%New
Bristol-Myers Squibb Co6.02K$365.3K0.0%$40.4KCut−$224.9K
Keurig Dr Pepper Inc.KDP13.8K$364.5K0.0%New
Autozone IncAZO107$361.4K0.0%New
Seagate Technology Hldngs Pl922$361.2K0.0%$107.3KCut−$1.23M
La-Z-Boy IncLZB11.2K$360.9K0.0%New
Sandisk CorpSNDK568$360.9K0.0%$226KCut−$754.8K
Peabody Energy CorpBTU10.9K$359.2K0.0%New
Consolidated Edison IncED3.17K$358.8K0.0%New
Unity Software Inc.U16.3K$357.9K0.0%New
Pdf Solutions IncPDFS10.9K$357K0.0%New
BlackRock, Inc.BLK370$355.8K0.0%−$40.2KCut−$329.2K
Medpace Hldgs Inc740$355.3K0.0%New
Marvell Technology, Inc.MRVL3.58K$354.5K0.0%$50.4KCut−$442.1K
Progressive Corp1.78K$353.1K0.0%−$52.5KCut−$238.8K
Barrett Business Svcs Inc12.1K$353K0.0%−$51.5KAdded$87.7K
ServiceNow, Inc.NOW3.37K$352.8K0.0%−$164.1KCut−$272.1K
Axis Cap Hldgs Ltd3.46K$350.6K0.0%−$19.6KCut−$34.7K
Howmet Aerospace Inc.HWM1.52K$350.1K0.0%$38.6KCut−$480.3K
Carnival Corp Ltd.CCL13.5K$349.4K0.0%−$62.9KCut−$706.2K
Jpmorgan Chase & Co.1.19K$349.2K0.0%−$33.3KCut−$234.4K
Mcdonalds CorpMCD1.12K$348.1K0.0%$5.78KCut−$379K
Crh Plc3.29K$346.3K0.0%−$64.8KCut−$851.6K
Tjx Cos Inc New2.17K$345.9K0.0%$13.2KCut−$311.8K
Jetblue Awys CorpJBLU77.6K$342.9K0.0%New
Mgic Invt Corp Wis13K$340.4K0.0%−$38.5KCut−$51.9K
Kroger CoKR4.69K$339.1K0.0%New
Strategy Inc2.72K$339K0.0%−$73.7KCut−$670.8K
Lear CorpLEA2.79K$338.2K0.0%New
First Amern Finl Corp5.61K$338.1K0.0%New
T1 Energy Inc.TE76.7K$336.7K0.0%−$62KAdded$155.8K
Gallagher Arthur J & Co1.55K$336.3K0.0%−$65.6KCut−$1.04M
Ethos Technologies Inc.LIFE30K$335.1K0.0%New
Intuitive Surgical IncISRG722$332.8K0.0%New
3M COMMM2.25K$327.5K0.0%−$33.5KCut−$1.97M
Liberty Broadband Corp6.5K$326.4K0.0%New
Broadstone Net Lease, Inc.BNL17.8K$325.9K0.0%$16.1KCut$197
Biglari Hldgs Inc988$325.6K0.0%−$2.81KCut−$63.6K
Aptargroup, Inc.ATR2.58K$324.5K0.0%New
Uber Technologies, IncUBER4.51K$324.4K0.0%−$44.1KCut−$338K
Stepan CoSCL6.47K$323.4K0.0%$17KCut−$53K
SoFi Technologies, Inc.SOFI20.1K$319.6K0.0%−$126.9KAdded−$2.94K
Sempra3.29K$319.2K0.0%New
Hanmi Finl Corp12.1K$318.2K0.0%−$8.09KCut−$18.7K
AdvanSix Inc.ASIX12.9K$315.3K0.0%$91.8KCut−$70.3K
Renaissancere Hldgs Ltd1.06K$315.1K0.0%New
Green Dot CorpGDOT28.1K$315.1K0.0%−$44.6KCut−$61.2K
Scansource, Inc.SCSC8.68K$315K0.0%−$24KCut−$79.3K
Popular Inc2.35K$314.9K0.0%$22.6KCut−$67K
Extra Space Storage Inc.EXR2.38K$312.7K0.0%New
OPENLANE, Inc.OPLN10.7K$312K0.0%New
Innospec Inc.IOSP4.27K$311.7K0.0%−$12.2KAdded$47K
South Plains Financial, Inc.SPFI7.43K$311.3K0.0%$22.8KAdded$25.5K
Southwest Gas Hldgs Inc3.58K$311.2K0.0%New
Morgan Stanley1.89K$310.4K0.0%−$24.4KCut−$244.8K
Ferguson Enterprises Inc1.33K$309.8K0.0%$14.1KCut−$761.1K
Smartfinancial Inc.SMBK7.91K$309K0.0%$16.5KCut−$36.3K
Cto Rlty Growth Inc New16.7K$308.9K0.0%$1.34KCut−$118
Northfield Bancorp Inc Del22.7K$307.3K0.0%$47.9KCut−$55.5K
Janus Henderson Group Plc5.97K$306.9K0.0%$22.7KCut−$112.3K
Esco Technologies IncESE1.09K$306.4K0.0%$93.6KCut−$25.6K
Forum Energy Technologies In5.21K$305.4K0.0%New
Cathay Gen Bancorp6.12K$305.3K0.0%$9KCut−$28.4K
Kulicke & Soffa Inds Inc4.64K$305.2K0.0%New
Merck & Co., Inc.MRK2.54K$305.1K0.0%$38.1KCut−$335.7K
Antero Midstream CorpAM13.4K$305K0.0%New
Simply Good Foods CoSMPL21.2K$304.2K0.0%New
Fidelity Natl Information Sv6.46K$303.2K0.0%−$126.4KCut−$137.7K
Dole PlcDOLE21.2K$302.4K0.0%−$14.8KCut−$73.4K
Adobe Inc.ADBE1.24K$302.4K0.0%−$133KCut−$257.6K
Corebridge Finl Inc12.7K$302.2K0.0%−$79.9KCut−$1.25M
Hamilton Insurance Group, Ltd.HG10.1K$302.2K0.0%New
ConocophillipsCOP2.29K$301.8K0.0%$87.8KCut$39.5K
Franklin Elec Inc3.27K$301.6K0.0%New
Univest Financial Corporatio8.79K$301K0.0%$13.4KCut−$62.9K
First Comwlth Finl Corp Pa17.1K$301K0.0%New
Redwood Trust Inc53.6K$300.9K0.0%$2.72KAdded$112.8K
Vir Biotechnology, Inc.VIR33.6K$300.7K0.0%$98.3KAdded$98.5K
Minerals Technologies IncMTX4.24K$300.5K0.0%$42.2KCut−$85.5K
Union Pac Corp1.24K$300.1K0.0%$14KCut−$28.8K
Ryder Sys Inc1.46K$299.3K0.0%$19.5KCut−$117.2K
Douglas Dynamics, IncPLOW7.09K$298.5K0.0%$66.9KCut−$21.8K
Ouster, Inc.OUST16.2K$296.9K0.0%New
Global Industrial Company9.41K$296.7K0.0%$21.7KCut−$43.5K
Easterly Govt Pptys Inc13.8K$295.9K0.0%$3.31KCut−$120K
Paramount Skydance CorpPSKY32.8K$295.5K0.0%New
Assurant Inc1.35K$295.1K0.0%New
Progyny, Inc.PGNY17.4K$295K0.0%−$73.2KAdded$78.9K
Chimera Invt Corp23.5K$294.9K0.0%$2.82KCut−$60.4K
Huron Consulting Group Inc.HURN2.31K$294.6K0.0%New
Fidelis Insurance Holdings L15.4K$294K0.0%−$7.08KCut−$93.4K
Diamond Hill Invt Group Inc1.71K$293.9K0.0%New
Qualcomm Inc2.28K$293.6K0.0%−$96.4KCut−$132.6K
Reliance, Inc.RS966$293.6K0.0%New
Travel Plus Leisure Co4.24K$293.6K0.0%New
Korn FerryKFY4.65K$292.5K0.0%−$12.4KAdded$26.9K
Manitowoc Co IncMTW25.1K$292.3K0.0%New
Orchid Is Cap Inc41.4K$290.9K0.0%New
Abbott LabsABT2.83K$290.7K0.0%−$64KCut−$298.7K
TransMedics Group, Inc.TMDX2.92K$289.9K0.0%−$64.9KCut−$1.07M
Natures Sunshine Prods Inc12.1K$289.5K0.0%New
Sl Green Rlty Corp7.83K$289.1K0.0%New
Inspire Med Sys Inc5.58K$288K0.0%New
Api Group CorpAPG7.11K$287.9K0.0%New
Healthcare Svcs Group Inc15.5K$287.6K0.0%−$8.84KCut−$133.8K
Credit Accep Corp Mich679$287.5K0.0%New
Mohawk Inds Inc2.91K$286.8K0.0%−$31.6KCut−$135.2K
Jackson Financial Inc2.71K$286.4K0.0%−$2.52KCut−$97.2K
Oil Sts Intl Inc24.6K$285.8K0.0%$119.6KCut−$53.4K
Axalta Coating Sys Ltd10.3K$285.4K0.0%−$47.5KCut−$700.9K
Pure Storage IncP4.83K$285K0.0%−$38.5KCut−$512.2K
Lxp Industrial Trust6.15K$284.4K0.0%New
Huntington Ingalls Inds Inc745$283K0.0%$29.7KCut−$537.6K
Valmont Inds Inc705$281.7K0.0%−$1.93KAdded−$329
Amazon Com IncAMZN1.35K$281.6K0.0%−$30.5KCut−$81.7K
Snap IncSNAP60.9K$280.4K0.0%New
Sun Cmntys Inc2.22K$280.1K0.0%New
Monarch Casino & Resort IncMCRI2.93K$279.7K0.0%New
Waters Corp939$279.6K0.0%New
Avery Dennison CorpAVY1.61K$278K0.0%New
First Financial Corporation4.39K$277.8K0.0%New
Nextdoor Holdings, Inc.NXDR198.3K$277.6K0.0%−$16.8KAdded$227.2K
Kennametal IncKMT7.68K$277.4K0.0%New
Genworth Finl Inc34.1K$276.9K0.0%New
Sanfilippo John B & Son IncJBSS3.43K$272.3K0.0%New
Sunstone Hotel Invs Inc New30.2K$271.9K0.0%New
Intrepid Potash, Inc.IPI6.35K$271.7K0.0%New
Ibex LtdIBEX10.1K$269.6K0.0%−$114.2KCut−$134.5K
Seneca Foods Corp New1.78K$268.5K0.0%$72KCut−$82.8K
Unity Bancorp Inc5.17K$268.1K0.0%$569Cut−$42.4K
Winnebago Inds Inc8.65K$268K0.0%New
Community Healthcare Tr Inc16.8K$267.7K0.0%−$8.93KCut−$157.9K
Franklin Resources IncBEN11.3K$267.1K0.0%New
Rpm Intl Inc2.68K$266.5K0.0%−$12.3KCut−$1.13M
Pvh Corporation3.8K$265K0.0%$10.4KCut−$185.6K
Colony Bankcorp IncCBAN13.2K$262.9K0.0%New
Enhabit Inc18.7K$262.8K0.0%$89.2KAdded$93.9K
Essential Pptys Rlty Tr Inc8.56K$259.9K0.0%$5.99KCut−$82K
Johnson Outdoors IncJOUT5.57K$259K0.0%New
Viavi Solutions Inc.VIAV7.77K$258.7K0.0%New
Parsons Corp Del4.77K$258.6K0.0%−$36.4KCut−$312.3K
Sysco CorpSYY3.61K$257.8K0.0%−$8.53KCut−$538.2K
Wsfs Finl Corp3.93K$257.2K0.0%New
Amn Healthcare Svcs Inc14K$257K0.0%New
Healthpeak Properties, Inc.DOC15.6K$256.7K0.0%$5.47KCut−$383.2K
Blackstone Mtg Tr Inc13.3K$255.2K0.0%New
Inventrust Pptys Corp8.34K$254.1K0.0%$18.8KCut−$109.9K
Thor Inds Inc3.18K$253.8K0.0%New
Kla CorpKLAC172$253.3K0.0%$44.3KCut−$995.8K
Gentex CorpGNTX11.5K$252.2K0.0%New
Navitas Semiconductor CorpNVTS28.7K$251.6K0.0%New
Old Rep Intl Corp6.3K$251.4K0.0%New
EnersysENS1.45K$251.4K0.0%$39KCut−$59.4K
Performance Food Group CoPFGC2.93K$251.2K0.0%New
Indivior Pharmaceuticals, Inc.INDV8.24K$251.2K0.0%New
Realty Income CorpO4.07K$249.2K0.0%New
Northern Tr Corp1.77K$247.5K0.0%New
Gold Com Inc6.17K$247.5K0.0%$37.2KCut−$111K
Smith A O CorpAOS3.73K$245.8K0.0%New
Ppl Corp6.43K$245.7K0.0%$20.5KCut−$1.51M
Allogene Therapeutics, Inc.ALLO100.7K$245.6K0.0%New
Southern First Bancshares IncSFST4.48K$244.2K0.0%New
Booking Holdings Inc.BKNG58$244.2K0.0%−$66.4KCut−$253.8K
Qiagen Nv Ord Shares6.08K$243.3K0.0%New
Markel Group Inc.MKL127$243.1K0.0%New
Colgate Palmolive CoCL2.85K$242.7K0.0%$17.7KCut−$468.1K
Unitedhealth Group IncUNH896$242.4K0.0%−$53.3KCut−$95.3K
Lam Research CorpLRCX1.13K$241.6K0.0%New
Karat Packaging Inc.KRT8.65K$241.5K0.0%$46.3KCut−$83.9K
Rexford Indl Rlty Inc7.36K$240.8K0.0%−$44.1KCut−$371.3K
Iridium Communications Inc.IRDM8.62K$239.1K0.0%$89.3KCut−$113.2K
Baker Hughes Company3.91K$238.6K0.0%New
Regions Financial Corp New9.1K$237.6K0.0%New
Applied Indl Technologies In889$235.9K0.0%New
Hni CorpHNI7.05K$235.3K0.0%New
Oracle Corp1.6K$234.8K0.0%New
Teledyne Technologies IncTDY387$234.1K0.0%$36.5KCut−$671.4K
Monster Beverage Corp New3.22K$233.4K0.0%New
Laureate Education, Inc.LAUR6.69K$233.1K0.0%New
Avnet IncAVT3.78K$233K0.0%New
Rush Enterprises Inc3.61K$232.1K0.0%$29.2KCut−$32.6K
VtexVTEX57.6K$230.3K0.0%$13.6KAdded$18K
Klarna Group PlcKLAR17.5K$229.1K0.0%−$268.9KAdded−$262.4K
DoorDash, Inc.DASH1.52K$229K0.0%New
Vanda Pharmaceuticals Inc.VNDA32.7K$226.1K0.0%New
Coca Cola Cons Inc1.18K$225.3K0.0%$45.2KCut−$123.8K
Apogee Enterprises, Inc.APOG6.69K$224.3K0.0%New
Old Dominion Freight Line In1.15K$224.1K0.0%New
Viking Holdings LtdVIK3.01K$221.4K0.0%$6.24KCut−$121.5K
Piedmont Realty Trust, Inc.PDM33.5K$220.2K0.0%New
Johnson & JohnsonJNJ896$219K0.0%$33.6KCut−$278.1K
Albany Intl Corp4.19K$219K0.0%New
Bowman Consulting Group Ltd.BWMN7.69K$218.8K0.0%−$33.1KAdded−$19.8K
Cavco Inds Inc Del450$217.9K0.0%−$47.9KCut−$516.4K
The Campbells Company9.75K$217.1K0.0%−$54.6KCut−$2.24M
Prologis Inc.1.64K$216.9K0.0%New
Donegal Group Inc12.5K$215.5K0.0%New
Aes CorpAES15.3K$215K0.0%−$3.82KCut−$124.5K
Banc Of California Inc12.2K$213.9K0.0%−$20.8KCut−$131.5K
Oneok Inc /New/OKE2.35K$212.6K0.0%New
Nucor CorpNUE1.25K$210.9K0.0%$7.47KCut−$2.16M
Gap IncGAP8.71K$210.9K0.0%−$12.2KCut−$610.2K
Annaly Capital Management In9.88K$208.9K0.0%−$11.9KCut−$149.7K
Investar Hldg CorpISTR7.63K$208K0.0%New
Celsius Hldgs Inc5.83K$206.9K0.0%−$59.8KCut−$1.12M
Hyatt Hotels CorpH1.43K$206.2K0.0%New
Fulgent Genetics, Inc.FLGT13K$206.2K0.0%New
Nvent Electric PlcNVT1.74K$205.8K0.0%$28.4KCut−$1.06M
Talkspace, Inc.TALK39.7K$205.7K0.0%$36.7KAdded$119.6K
Halliburton CoHAL5.25K$204.7K0.0%New
BioAge Labs, Inc.BIOA11.7K$204.4K0.0%New
Conmed CorpCNMD5.77K$204.1K0.0%New
Alphabet Inc711$204K0.0%−$19.2KCut−$170.7K
Biocryst Pharmaceuticals IncBCRX21.4K$203.3K0.0%New
Gibraltar Inds Inc5.07K$202.3K0.0%New
Certara, Inc.CERT35.5K$202.2K0.0%New
Avient CorpAVNT5.52K$200.3K0.0%$27.9KCut−$68.7K
REGENXBIO Inc.RGNX23.8K$199K0.0%New
Teladoc Health, Inc.TDOC35.7K$194.5K0.0%−$34.8KAdded$37.4K
Ranger Energy Svcs Inc11.3K$194K0.0%New
Doubleverify Hldgs Inc19.9K$189.3K0.0%New
Varex Imaging CorpVREX17.2K$182.4K0.0%−$17.9KCut−$125.5K
First Watch Restaurant Group, Inc.FWRG17.1K$179.7K0.0%New
Marcus Corp Del10.2K$174.7K0.0%$16.9KCut−$63.1K
Rigetti Computing Inc12.4K$174K0.0%New
Phreesia, Inc.PHR20.1K$168.7K0.0%−$169.2KAdded−$166.5K
Marten Trans Ltd12.6K$165.5K0.0%$22.1KCut−$173.9K
Aeva Technologies, Inc.AEVA12.2K$160.2K0.0%New
Vaalco Energy Inc24.2K$153.5K0.0%New
NPK International Inc.NPKI10.3K$149.1K0.0%New
Genius Sports Limited32.9K$145.7K0.0%New
Orion Group Hldgs Inc12.7K$138.9K0.0%New
Custom Truck One Source, Inc.CTOS20.6K$135.6K0.0%New
Zevra Therapeutics, Inc.ZVRA14.1K$131.5K0.0%$5.08KCut−$21.9K
Grid Dynamics Hldgs Inc21.9K$124.9K0.0%New
Recursion Pharmaceuticals In39.9K$122.4K0.0%New
FuboTV Inc.FUBO11.9K$112.3K0.0%New
Hertz Global Hldgs Inc21.9K$100.9K0.0%−$11.6KCut−$173.7K
Serve Robotics Inc11.9K$100.2K0.0%New
Bloomin' Brands, Inc.BLMN18.3K$99K0.0%−$14.1KCut−$777.1K
Shoals Technologies Group In13.9K$91.5K0.0%−$26.7KCut−$109.2K
Verastem, Inc.VSTM17.1K$90.7K0.0%New
Venture Global, Inc.VG5.75K$90.6K0.0%New
Replimune Group, Inc.REPL11.8K$90K0.0%New
Clean Energy Fuels Corp.CLNE36.1K$89.6K0.0%$13.7KCut−$35.4K
Corsair Gaming, Inc.CRSR16K$88.6K0.0%−$6.23KCut−$66.1K
Innovage Hldg Corp10.8K$87K0.0%New
Evolv Technologies Hldngs In14.3K$86.6K0.0%−$15.9KCut−$31.3K
Payoneer Global Inc.PAYO17.8K$85.8K0.0%New
Geron CorpGERN57.5K$85.7K0.0%$5.82KAdded$40.5K
CorMedix Inc.CRMD12.5K$85K0.0%New
Adt Inc Del12.9K$84.8K0.0%New
LifeStance Health Group, Inc.LFST13.3K$84.4K0.0%−$8.88KCut−$16.9K
Mister Car Wash Inc12K$83.5K0.0%New
Fortune Brands Innovations I2.12K$82.7K0.0%−$23.4KCut−$1.27M
Amplitude, Inc.AMPL12K$81.6K0.0%New
Quantumscape CorpQS12.6K$80.7K0.0%−$51.1KCut−$252.5K
Mimedx Group, Inc.MDXG20.4K$80.5K0.0%New
Iovance Biotherapeutics, Inc.IOVA22.8K$79.9K0.0%New
Net Power Inc50.9K$79.4K0.0%−$30.4KAdded−$16.7K
Mannkind CorpMNKD32.2K$78.8K0.0%−$95.1KAdded−$88.7K
Goodyear Tire & Rubr Co11.8K$78.3K0.0%New
Real Brokerage IncREAX31.1K$77.8K0.0%−$35.8KCut−$72K
Altimmune, Inc.ALT24K$73.9K0.0%New
Janus International Group In14.3K$73.8K0.0%New
Priority Technology Hldgs In15.6K$73.7K0.0%New
ACV Auctions Inc.ACVA17.2K$72.8K0.0%New
Mastec IncMTZ225$72.4K0.0%$23.5KCut−$449.3K
Eve Hldg Inc27.9K$69.2K0.0%New
Ribbon Communications Inc.RBBN31.9K$67.6K0.0%New
Bit Digital, IncBTBT50.3K$65.9K0.0%−$26.1KAdded−$19K
Ardagh Metal Packaging S A15.6K$63.3K0.0%New
Perspective Therapeutics, Inc.CATX13.1K$54.6K0.0%New
Stitch Fix, Inc.SFIX15K$49.5K0.0%New
Prime Medicine, Inc.PRME10.3K$35.9K0.0%$103Cut−$89K
Akebia Therapeutics, Inc.AKBA21.4K$29.7K0.0%−$4.71KCut−$87.5K
Pacific Biosciences Calif In15.3K$20.2K0.0%−$8.41KCut−$50K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.