CY2025 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| AMPCO-PITTSBURGH CORP | $5,579,000.00 | 2025-06-30 | View |
| ARTS WAY MANUFACTURING CO INC | $213,929.00 | 2025-05-31 | View |
| BADGER METER, INC. | $19,549,000.00 | 2025-06-30 | View |
| Brunswick Corporation | $168,500,000.00 | 2025-06-28 | View |
| CUMMINS INC. | $1,522,000,000.00 | 2025-06-30 | View |
| THE DIXIE GROUP, INC | $535,000.00 | 2025-06-28 | View |
| DOVER Corp | $43,835,000.00 | 2025-06-30 | View |
| ESCALADE, INCORPORATED | $556,000.00 | 2025-06-30 | View |
| GENERAL ELECTRIC COMPANY | $636,000,000.00 | 2025-06-30 | View |
| HNI Corporation | $17,200,000.00 | 2025-06-28 | View |
| HUBBELL INC | $41,200,000.00 | 2025-06-30 | View |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | $85,000,000.00 | 2025-06-30 | View |
| The Manitowoc Company, Inc. | $47,600,000.00 | 2025-06-30 | View |
| Masco Corporation | $86,000,000.00 | 2025-06-30 | View |
| MODINE MANUFACTURING CO | $6,500,000.00 | 2025-06-30 | View |
| MOOG Inc. | $23,745,000.00 | 2025-06-28 | View |
| REGAL REXNORD CORP | $32,800,000.00 | 2025-06-30 | View |
| Champion Homes, Inc. | $53,263,000.00 | 2025-06-28 | View |
| TENNANT CO | $10,400,000.00 | 2025-06-30 | View |
| Terex Corporation | $57,000,000.00 | 2025-06-30 | View |
| TIMKEN CO | $17,400,000.00 | 2025-06-30 | View |
| WESTERN DIGITAL CORPORATION | $152,000,000.00 | 2025-06-27 | View |
| CAVCO INDUSTRIES, INC. | $34,383,000.00 | 2025-06-28 | View |
| STANDEX INTERNATIONAL CORP/DE/ | $2,429,000.00 | 2025-06-30 | View |
| ONTO INNOVATION INC. | $12,638,000.00 | 2025-06-28 | View |
| LAM RESEARCH CORPORATION | $265,466,000.00 | 2025-06-29 | View |
| Hexcel Corporation | $2,800,000.00 | 2025-06-30 | View |
| AMTECH SYSTEMS, INC. | $414,000.00 | 2025-06-30 | View |
| LCI INDUSTRIES | $72,240,000.00 | 2025-06-30 | View |
| KOPIN CORPORATION | $2,016,000.00 | 2025-06-28 | View |
| Oshkosh Corporation | $73,200,000.00 | 2025-06-30 | View |
| PLEXUS CORP. | $7,843,000.00 | 2025-06-28 | View |
| Harley-Davidson, Inc. | $73,949,000.00 | 2025-06-30 | View |
| KB HOME | $97,658,000.00 | 2025-05-31 | View |
| CONMED CORPORATION | $1,369,000.00 | 2025-06-30 | View |
| PULTEGROUP, INC. | $133,717,000.00 | 2025-06-30 | View |
| AAON, INC. | $23,762,000.00 | 2025-06-30 | View |
| SLEEP NUMBER CORPORATION | $6,042,000.00 | 2025-06-28 | View |
| Meritage Homes Corporation | $35,556,000.00 | 2025-06-30 | View |
| LEAR CORP | $30,900,000.00 | 2025-06-28 | View |
| FUEL TECH, INC. | $159,000.00 | 2025-06-30 | View |
| DIGI INTERNATIONAL INC. | $1,233,000.00 | 2025-06-30 | View |
| D.R. Horton, Inc. | $564,700,000.00 | 2025-06-30 | View |
| FOSSIL GROUP, INC. | $4,914,000.00 | 2025-07-05 | View |
| KADANT INC | $9,981,000.00 | 2025-06-28 | View |
| BEAZER HOMES USA, INC. | $10,913,000.00 | 2025-06-30 | View |
| MOTORCAR PARTS OF AMERICA, INC. | $18,131,000.00 | 2025-06-30 | View |
| LENNAR CORP /NEW/ | $442,058,000.00 | 2025-05-31 | View |
| KVH Industries, Inc. | $828,000.00 | 2025-06-30 | View |
| Capstone Green Energy Holdings, Inc. | $1,134,000.00 | 2025-06-30 | View |
| Tactile Systems Technology, Inc. | $2,636,000.00 | 2025-06-30 | View |
| LOGITECH INTERNATIONAL S.A. | $50,206,000.00 | 2025-06-30 | View |
| AMETEK, Inc. | $41,230,000.00 | 2025-06-30 | View |
| PIXELWORKS, INC | $3,000.00 | 2025-06-30 | View |
| DEXCOM, INC. | $18,000,000.00 | 2025-06-30 | View |
| PLUG POWER INC | $11,200,000.00 | 2025-06-30 | View |
| TELEDYNE TECHNOLOGIES INC | $56,500,000.00 | 2025-06-29 | View |
| ALIGN TECHNOLOGY, INC. | $37,648,000.00 | 2025-06-30 | View |
| HARVARD BIOSCIENCE, INC. | $339,000.00 | 2025-06-30 | View |
| NLIGHT, INC. | $4,055,000.00 | 2025-06-30 | View |
| Power Solutions International, Inc. | $9,365,000.00 | 2025-06-30 | View |
| Seagate Technology Holdings plc | $137,000,000.00 | 2025-06-27 | View |
| ACUITY INC. | $41,000,000.00 | 2025-05-31 | View |
| China Automotive Systems, Inc. | $39,676,000.00 | 2025-06-30 | View |
| IROBOT CORP | $12,559,000.00 | 2025-06-28 | View |
| ENPRO INC | $4,900,000.00 | 2025-06-30 | View |
| CARMAX, INC. | $31,500,000.00 | 2025-05-31 | View |
| GLOBUS MEDICAL, INC. | $3,021,000.00 | 2025-06-30 | View |
| First Solar, Inc. | $75,828,000.00 | 2025-06-30 | View |
| AngioDynamics, Inc. | $374,000.00 | 2025-05-31 | View |
| Monolithic Power Systems, Inc. | $3,045,000.00 | 2025-06-30 | View |
| DOUGLAS DYNAMICS, INC | $5,699,000.00 | 2025-06-30 | View |
| COMMERCIAL VEHICLE GROUP, INC. | $1,521,000.00 | 2025-06-30 | View |
| SONOS, INC. | $9,708,000.00 | 2025-06-28 | View |
| Tesla, Inc. | $7,512,000,000.00 | 2025-06-30 | View |
| Green Brick Partners, Inc. | $18,196,000.00 | 2025-06-30 | View |
| Rapid Micro Biosystems, Inc. | $435,000.00 | 2025-06-30 | View |
| Duos Technologies Group, Inc. | $0.00 | 2025-06-30 | View |
| Philip Morris International Inc. | $83,000,000.00 | 2025-06-30 | View |
| HILLENBRAND, INC. | $46,400,000.00 | 2025-06-30 | View |
| Fox Factory Holding Corp. | $18,543,000.00 | 2025-07-04 | View |
| WORKHORSE GROUP INC. | $1,151,614.00 | 2025-06-30 | View |
| JBT Marel Corporation | $23,400,000.00 | 2025-06-30 | View |
| CLEARSIGN TECHNOLOGIES CORPORATION | $331,000.00 | 2025-06-30 | View |
| Legacy Housing Corporation | $2,120,000.00 | 2025-06-30 | View |
| ZURN ELKAY WATER SOLUTIONS CORPORATION | $5,600,000.00 | 2025-06-30 | View |
| TRANE TECHNOLOGIES PLC | $439,600,000.00 | 2025-06-30 | View |
| GENERAC HOLDINGS INC. | $119,944,000.00 | 2025-06-30 | View |
| Xylem Inc. | $61,000,000.00 | 2025-06-30 | View |
| Gogo Inc. | $4,930,000.00 | 2025-06-30 | View |
| 908 DEVICES INC. | $696,000.00 | 2025-06-30 | View |
| Century Communities, Inc. | $13,265,000.00 | 2025-06-30 | View |
| Allegion plc | $23,500,000.00 | 2025-06-30 | View |
| BLUE BIRD CORPORATION | $16,574,000.00 | 2025-06-28 | View |
| Inspire Medical Systems, Inc. | $550,000.00 | 2025-06-30 | View |
| Senseonics Holdings, Inc. | $430,000.00 | 2025-06-30 | View |
| POLAR POWER, INC. | $600,000.00 | 2025-06-30 | View |
| Adient plc | $22,000,000.00 | 2025-06-30 | View |
| Acushnet Holdings Corp. | $5,475,000.00 | 2025-06-30 | View |
| JELD-WEN Holding, Inc. | $41,201,000.00 | 2025-06-28 | View |
| ACM Research, Inc. | $13,544,000.00 | 2025-06-30 | View |
| VAREX IMAGING CORPORATION | $9,200,000.00 | 2025-07-04 | View |
| CARVANA CO. | $20,000,000.00 | 2025-06-30 | View |
| RIBBON COMMUNICATIONS INC. | $12,913,000.00 | 2025-06-30 | View |
| Gates Industrial Corporation plc | $18,400,000.00 | 2025-06-28 | View |
| Garrett Motion Inc. | $23,000,000.00 | 2025-06-30 | View |
| Resideo Technologies, Inc. | $36,000,000.00 | 2025-06-28 | View |
| Corsair Gaming, Inc. | $5,311,000.00 | 2025-06-30 | View |
| EOS ENERGY ENTERPRISES, INC. | $5,917,000.00 | 2025-06-30 | View |
| Lucid Group, Inc. | $124,391,000.00 | 2025-06-30 | View |
| OWLET, INC. | $352,000.00 | 2025-06-30 | View |
| XOS, INC. | $1,030,000.00 | 2025-06-30 | View |
| FTC SOLAR, INC. | $11,810,000.00 | 2025-06-30 | View |
| ENERGY VAULT HOLDINGS, INC. | $1,308,000.00 | 2025-06-30 | View |
| United Homes Group, Inc. | $2,073,000.00 | 2025-06-30 | View |
| CYTEK BIOSCIENCES, INC. | $1,671,000.00 | 2025-06-30 | View |
| Latham Group, Inc. | $2,987,000.00 | 2025-06-28 | View |
| Leonardo DRS, Inc. | $27,000,000.00 | 2025-06-30 | View |
| JANUS INTERNATIONAL GROUP, INC. | $4,800,000.00 | 2025-06-28 | View |
| Rivian Automotive, Inc. / DE | $488,000,000.00 | 2025-06-30 | View |
| Arhaus, Inc. | $8,057,000.00 | 2025-06-30 | View |
| LiveWire Group, Inc. | $666,000.00 | 2025-06-30 | View |
| Atmus Filtration Technologies Inc. | $12,200,000.00 | 2025-06-30 | View |
| PHINIA INC. | $66,000,000.00 | 2025-06-30 | View |
| GE Vernova Inc. | $1,440,000,000.00 | 2025-06-30 | View |
| Amrize Ltd | $71,000,000.00 | 2025-06-30 | View |
| Aebi Schmidt Holding AG | $12,976,000.00 | 2025-06-30 | View |
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