CY2025 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| ENERPAC TOOL GROUP CORP. | $890,000.00 | 2025-02-28 | View |
| ARTS WAY MANUFACTURING CO INC | $190,831.00 | 2025-02-28 | View |
| AZZ Inc. | $5,400,000.00 | 2025-02-28 | View |
| BIO-RAD LABORATORIES, INC. | $6,700,000.00 | 2025-03-31 | View |
| THE BOEING COMPANY | $2,323,000,000.00 | 2025-03-31 | View |
| COHU, INC. | $2,837,000.00 | 2025-03-29 | View |
| CUMMINS INC. | $2,679,000,000.00 | 2025-03-31 | View |
| Dana Incorporated | $122,000,000.00 | 2025-03-31 | View |
| FRANKLIN ELECTRIC CO., INC. | $9,100,000.00 | 2025-03-31 | View |
| GENERAL DYNAMICS CORPORATION | $648,000,000.00 | 2025-03-30 | View |
| The Gorman-Rupp Company | $2,424,000.00 | 2025-03-31 | View |
| GRACO INC. | $18,892,000.00 | 2025-03-28 | View |
| MillerKnoll, Inc. | $69,300,000.00 | 2025-03-01 | View |
| MSA SAFETY INC | $13,284,000.00 | 2025-03-31 | View |
| Pentair plc | $72,300,000.00 | 2025-03-31 | View |
| SPX TECHNOLOGIES, INC. | $44,800,000.00 | 2025-03-29 | View |
| A. O. Smith Corporation | $194,300,000.00 | 2025-03-31 | View |
| Snap-on Inc | $15,400,000.00 | 2025-03-29 | View |
| Standard Motor Products, Inc. | $31,351,000.00 | 2025-03-31 | View |
| Stanley Black & Decker, Inc. | $145,100,000.00 | 2025-03-29 | View |
| TERADYNE, INC. | $13,076,000.00 | 2025-03-30 | View |
| RTX CORPORATION | $1,023,000,000.00 | 2025-03-31 | View |
| WOODWARD, INC. | $20,946,000.00 | 2025-03-31 | View |
| RPM INTERNATIONAL INC/DE/ | $12,095,000.00 | 2025-02-28 | View |
| Textron Inc. | $173,000,000.00 | 2025-03-29 | View |
| STANDEX INTERNATIONAL CORP/DE/ | $2,639,000.00 | 2025-03-31 | View |
| RICHARDSON ELECTRONICS, LTD. | $800,000.00 | 2025-03-01 | View |
| SHYFT GROUP, INC. | $7,888,000.00 | 2025-03-31 | View |
| Itron, Inc. | $22,517,000.00 | 2025-03-31 | View |
| Johnson Outdoors Inc. | $12,066,000.00 | 2025-03-28 | View |
| PRO-DEX, INC. | $326,000.00 | 2025-03-31 | View |
| Astec Industries, Inc. | $17,800,000.00 | 2025-03-31 | View |
| M/I HOMES, INC. | $35,043,000.00 | 2025-03-31 | View |
| Lindsay Corporation | $13,999,000.00 | 2025-02-28 | View |
| COGNEX CORP | $5,728,000.00 | 2025-03-30 | View |
| HOLOGIC, INC | $10,100,000.00 | 2025-03-29 | View |
| Zebra Technologies Corporation | $27,000,000.00 | 2025-03-29 | View |
| WABASH NATIONAL CORPORATION | $15,984,000.00 | 2025-03-31 | View |
| AGCO CORP /DE | $746,600,000.00 | 2025-03-31 | View |
| TITAN INTERNATIONAL, INC. | $22,418,000.00 | 2025-03-31 | View |
| GENTHERM INCORPORATED | $3,720,000.00 | 2025-03-31 | View |
| NVR, Inc. | $129,792,000.00 | 2025-03-31 | View |
| Viavi Solutions Inc. | $6,900,000.00 | 2025-03-29 | View |
| IMAX Corporation | $100,000.00 | 2025-03-31 | View |
| THE GREENBRIER COMPANIES, INC. | $24,000,000.00 | 2025-02-28 | View |
| ADVANCED ENERGY INDUSTRIES, INC. | $6,100,000.00 | 2025-03-31 | View |
| POLARIS INC. | $152,800,000.00 | 2025-03-31 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $272,000,000.00 | 2025-03-31 | View |
| Tactile Systems Technology, Inc. | $2,774,000.00 | 2025-03-31 | View |
| AUTOLIV, INC. | $71,000,000.00 | 2025-03-31 | View |
| AEHR TEST SYSTEMS | $332,000.00 | 2025-02-28 | View |
| STONERIDGE, INC | $30,035,000.00 | 2025-03-31 | View |
| STEELCASE INC | $32,500,000.00 | 2025-02-28 | View |
| AMERICAN AXLE & MANUFACTURING HOLDINGS, INC | $62,600,000.00 | 2025-03-31 | View |
| LENNOX INTERNATIONAL INC | $162,500,000.00 | 2025-03-31 | View |
| VISTEON CORP | $79,000,000.00 | 2025-03-31 | View |
| GARMIN LTD | $61,142,000.00 | 2025-03-29 | View |
| NETGEAR, Inc. | $5,307,000.00 | 2025-03-30 | View |
| MARINE PRODUCTS CORPORATION | $6,045,000.00 | 2025-03-31 | View |
| COMMVAULT SYSTEMS INC | $0.00 | 2025-03-31 | View |
| FREIGHTCAR AMERICA, INC. | $2,162,000.00 | 2025-03-31 | View |
| Penumbra, Inc | $2,090,000.00 | 2025-03-31 | View |
| Calix, Inc | $6,073,000.00 | 2025-03-29 | View |
| ALLISON TRANSMISSION HOLDINGS, INC. | $73,000,000.00 | 2025-03-31 | View |
| Tandem Diabetes Care, Inc. | $52,210,000.00 | 2025-03-31 | View |
| Enphase Energy, Inc. | $203,447,000.00 | 2025-03-31 | View |
| CommScope Holding Company, Inc. | $21,300,000.00 | 2025-03-31 | View |
| APTIV PLC | $105,000,000.00 | 2025-03-31 | View |
| Tri Pointe Homes, Inc. | $113,865,000.00 | 2025-03-31 | View |
| TAYLOR MORRISON HOME CORP | $212,483,000.00 | 2025-03-31 | View |
| LGI HOMES, INC. | $16,500,000.00 | 2025-03-31 | View |
| BLOOM ENERGY CORPORATION | $10,283,000.00 | 2025-03-31 | View |
| Vertiv Holdings Co | $28,400,000.00 | 2025-03-31 | View |
| OTIS WORLDWIDE CORPORATION | $15,000,000.00 | 2025-03-31 | View |
| CARRIER GLOBAL CORPORATION | $814,000,000.00 | 2025-03-31 | View |
| Vontier Corporation | $38,000,000.00 | 2025-03-28 | View |
| Butterfly Network, Inc. | $735,000.00 | 2025-03-31 | View |
| ENVOY MEDICAL, INC. | $2,036,000.00 | 2025-03-31 | View |
| ESAB Corporation | $12,602,000.00 | 2025-04-04 | View |
| Atmus Filtration Technologies Inc. | $12,400,000.00 | 2025-03-31 | View |
| GE HEALTHCARE TECHNOLOGIES INC. | $171,000,000.00 | 2025-03-31 | View |
| VERALTO CORPORATION | $30,000,000.00 | 2025-04-04 | View |
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