| 1 | FIX | Comfort Systems USA, Inc. | 5.07% |
| 2 | RKLB | Rocket Lab Corporation | 3.88% |
| 3 | BE | Bloom Energy Corporation | 3.80% |
| 4 | PH | Parker-Hannifin Corporation | 3.70% |
| 5 | PWR | Quanta Services, Inc. | 3.67% |
| 6 | TT | Trane Technologies plc | 3.59% |
| 7 | HWM | Howmet Aerospace Inc. | 3.29% |
| 8 | KTOS | Kratos Defense & Security Solutions, Inc. | 3.25% |
| 9 | HEI | HEICO Corporation | 3.15% |
| 10 | EME | EMCOR Group, Inc. | 3.14% |
| 11 | CMI | Cummins Inc. | 3.06% |
| 12 | APG | APi Group Corporation | 2.99% |
| 13 | TTMI | TTM Technologies, Inc. | 2.97% |
| 14 | JBL | Jabil Inc. | 2.89% |
| 15 | CAT | Caterpillar Inc. | 2.82% |
| 16 | URI | United Rentals, Inc. | 2.71% |
| 17 | GE | General Electric Company | 2.63% |
| 18 | AMPX | Amprius Technologies, Inc. | 2.46% |
| 19 | TPC | Tutor Perini Corporation | 2.42% |
| 20 | AXON | Axon Enterprise, Inc. | 2.41% |
| 21 | MTZ | MasTec, Inc. | 2.39% |
| 22 | CW | Curtiss-Wright Corporation | 2.37% |
| 23 | STRL | Sterling Infrastructure, Inc. | 2.10% |
| 24 | VSEC | VSE Corporation | 1.89% |
| 25 | XMTR | Xometry, Inc. | 1.89% |
| View PRN holdings |