| Parker-Hannifin Corp | PH | 13.9K | $12.5M | 5.4% | $138.9K | Added$4.98M |
| Johnson Ctls Intl Plc | — | 89.8K | $11.8M | 5.1% | $1.01M | Cut$389.6K |
| Ametek Inc/ | AME | 49.9K | $10.7M | 4.6% | $451.5K | Cut$224.5K |
| Boeing Co | — | 51.7K | $10.3M | 4.4% | −$651.2K | Added$2.48M |
| Eaton Corp Plc | ETN | 28.2K | $10.1M | 4.4% | — | New |
| Csx Corp | CSX | 234.7K | $9.64M | 4.2% | $960K | Added$2.39M |
| Caterpillar Inc | CAT | 13.4K | $9.48M | 4.1% | — | New |
| Applied Indl Technologies In | — | 34K | $9.02M | 3.9% | $290.7K | Cut$33.9K |
| Ferguson Enterprises Inc | — | 35.7K | $8.32M | 3.6% | $265.7K | Added$2.75M |
| Idex Corp | — | 42.3K | $8.02M | 3.5% | $92.9K | Added$6.6M |
| Linde Plc | LIN | 15.2K | $7.49M | 3.2% | $889.2K | Added$1.89M |
| Dover Corp | DOV | 35.9K | $7.48M | 3.2% | $422.7K | Added$1.23M |
| Air Prods & Chems Inc | — | 25.5K | $7.4M | 3.2% | — | New |
| Lockheed Martin Corp | LMT | 11.8K | $7.14M | 3.1% | — | New |
| Woodward, Inc. | WWD | 18.7K | $6.7M | 2.9% | — | New |
| Timken Co | TKR | 66.2K | $6.65M | 2.9% | $1.09M | Cut$595.3K |
| Carpenter Technology Corp | CRS | 15.9K | $6.29M | 2.7% | — | New |
| Wabtec | — | 22.7K | $5.67M | 2.4% | $827.6K | Cut−$303.6K |
| Waste Mgmt Inc Del | — | 21.9K | $5.04M | 2.2% | — | New |
| Kirby Corp | KEX | 36.5K | $4.84M | 2.1% | $295.1K | Added$3.41M |
| JBT MAREL Corp | JBTM | 37K | $4.73M | 2.0% | — | New |
| Nordson Corp | NDSN | 17.3K | $4.6M | 2.0% | $442.8K | Cut$442.5K |
| Emerson Elec Co | — | 35K | $4.59M | 2.0% | — | New |
| Home Depot, Inc. | HD | 13K | $4.28M | 1.8% | — | New |
| GXO Logistics, Inc. | GXO | 76.2K | $3.95M | 1.7% | −$43.4K | Added$1.06M |
| Novanta Inc | — | 30.6K | $3.61M | 1.6% | −$26.9K | Cut−$1.03M |
| Canadian Pacific Kansas City | — | 45K | $3.54M | 1.5% | — | New |
| Nucor Corp | NUE | 19.1K | $3.24M | 1.4% | $114.6K | Cut−$841.7K |
| Watts Water Technologies Inc | WTS | 10.9K | $3.17M | 1.4% | $155.9K | Cut−$141.7K |
| Champion Homes, Inc. | SKY | 42.1K | $3.13M | 1.4% | −$172.2K | Added$1.7M |
| Terex Corp New | — | 52.1K | $3.08M | 1.3% | — | New |
| Martin Marietta Matls Inc | — | 5.13K | $3.02M | 1.3% | −$174.2K | Cut−$5.08M |
| Proshares Tr Ii | — | 84.1K | $2.89M | 1.2% | $695.6K | Added$841.4K |
| Amphenol Corp New | — | 22K | $2.78M | 1.2% | — | New |
| Casella Waste Sys Inc | — | 35K | $2.78M | 1.2% | — | New |
| Solstice Advanced Matls Inc | — | 36K | $2.74M | 1.2% | — | New |
| Universal Technical Inst Inc | — | 75K | $2.71M | 1.2% | — | New |
| Rogers Corp | ROG | 25.2K | $2.7M | 1.2% | — | New |
| Forgent Power Solutions, Inc. | FPS | 85K | $2.49M | 1.1% | — | New |
| Centuri Holdings, Inc. | CTRI | 82.2K | $2.4M | 1.0% | $325.4K | Cut−$1.51M |
| BridgeBio Pharma, Inc. | BBIO | 353 | $26.2K | 0.0% | — | New |
| Healthequity, Inc. | HQY | 295 | $24.7K | 0.0% | — | New |
| Brightspring Health Svcs Inc | — | 552 | $23.5K | 0.0% | — | New |
| Royalty Pharma PLC | RPRX | 481 | $23.1K | 0.0% | — | New |
| Natera, Inc. | NTRA | 112 | $22.4K | 0.0% | — | New |
| Jazz Pharmaceuticals Plc | JAZZ | 117 | $22.1K | 0.0% | — | New |
| Biogen Inc. | BIIB | 120 | $22K | 0.0% | — | New |
| Bristol-Myers Squibb Co | — | 359 | $21.8K | 0.0% | — | New |
| Waters Corp | — | 73 | $21.7K | 0.0% | — | New |
| Veeva Sys Inc | — | 123 | $21.6K | 0.0% | — | New |
| Moderna, Inc. | MRNA | 421 | $21.4K | 0.0% | — | New |
| Penumbra Inc | PEN | 65 | $21.3K | 0.0% | — | New |
| Elanco Animal Health Inc | ELAN | 872 | $20.9K | 0.0% | — | New |
| Doximity, Inc. | DOCS | 895 | $20.9K | 0.0% | — | New |
| Unitedhealth Group Inc | UNH | 77 | $20.8K | 0.0% | — | New |
| Edwards Lifesciences Corp | EW | 260 | $20.8K | 0.0% | — | New |
| Intuitive Surgical Inc | ISRG | 45 | $20.7K | 0.0% | — | New |
| Concentra Group Holdings Par | — | 967 | $20.7K | 0.0% | — | New |
| Cigna Group | CI | 77 | $20.5K | 0.0% | — | New |
| Alignment Healthcare, Inc. | ALHC | 1.15K | $20.3K | 0.0% | — | New |
| Chemed Corp New | — | 53 | $20K | 0.0% | — | New |
| Idexx Labs Inc | — | 35 | $19.7K | 0.0% | — | New |
| Eli Lilly & Co | LLY | 21 | $19.3K | 0.0% | — | New |
| Insulet Corp | PODD | 92 | $19.3K | 0.0% | — | New |
| Option Care Health, Inc. | OPCH | 708 | $19.1K | 0.0% | — | New |
| Apellis Pharmaceuticals Inc | — | 294 | $11.8K | 0.0% | — | New |
| Xenon Pharmaceuticals Inc. | XENE | 139 | $8.08K | 0.0% | — | New |
| Terns Pharmaceuticals Inc | — | 143 | $7.54K | 0.0% | — | New |
| Liquidia Corp | LQDA | 195 | $7.36K | 0.0% | — | New |
| Corcept Therapeutics Inc | CORT | 172 | $6.93K | 0.0% | — | New |
| Cytokinetics Inc | CYTK | 99 | $6.53K | 0.0% | — | New |
| Catalyst Pharmaceuticals Inc | — | 262 | $6.49K | 0.0% | — | New |
| GRAIL, Inc. | GRAL | 120 | $6.2K | 0.0% | — | New |
| Celcuity Inc. | CELC | 54 | $6.16K | 0.0% | — | New |
| Phibro Animal Health Corp | PAHC | 111 | $6.14K | 0.0% | — | New |
| Travere Therapeutics, Inc. | TVTX | 205 | $6.09K | 0.0% | — | New |
| Amicus Therapeutics Inc | — | 421 | $6.09K | 0.0% | — | New |
| Arcellx Inc | — | 53 | $6.08K | 0.0% | — | New |
| Axsome Therapeutics, Inc. | AXSM | 36 | $6.08K | 0.0% | — | New |
| Cogent Biosciences, Inc. | COGT | 157 | $6.04K | 0.0% | — | New |
| Charles Riv Labs Intl Inc | — | 34 | $5.87K | 0.0% | — | New |
| Repligen Corp | RGEN | 48 | $5.66K | 0.0% | — | New |
| Mineralys Therapeutics, Inc. | MLYS | 208 | $5.63K | 0.0% | — | New |
| Arcutis Biotherapeutics, Inc. | ARQT | 239 | $5.63K | 0.0% | — | New |
| Halozyme Therapeutics, Inc. | HALO | 87 | $5.62K | 0.0% | — | New |
| Tarsus Pharmaceuticals, Inc. | TARS | 80 | $5.61K | 0.0% | — | New |
| Bruker Corp | — | 155 | $5.6K | 0.0% | — | New |
| Arcus Biosciences, Inc. | RCUS | 258 | $5.57K | 0.0% | — | New |
| Sotera Health Co | SHC | 383 | $5.49K | 0.0% | — | New |
| Soleno Therapeutics Inc | — | 153 | $5.12K | 0.0% | — | New |
| Ocular Therapeutix, Inc | OCUL | 573 | $4.85K | 0.0% | — | New |
| Alumis Inc. | ALMS | 203 | $4.47K | 0.0% | — | New |
| Maze Therapeutics, Inc. | MAZE | 134 | $4K | 0.0% | — | New |
| Viridian Therapeutics Inc | — | 203 | $3.97K | 0.0% | — | New |
| Wave Life Sciences Ltd. | WVE | 433 | $3.14K | 0.0% | — | New |