Sustainable Insight Capital Management, LLC Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BKNG	BOOKING HOLDINGS INC	1,473	$7,888	2.6%	$5137.84	0.0%	COM	09857L108
ADP	AUTOMATIC DATA PROCESSING IN	16,369	$4,211	1.4%	$264.83	0.0%	COM	053015103
WYNN	WYNN RESORTS LTD	29,300	$3,526	1.2%	$123.55	0.0%	COM	983134107
STLD	STEEL DYNAMICS INC	12,437	$2,107	0.7%	$158.36	0.0%	COM	858119100
CSX	CSX CORP	44,557	$1,615	0.5%	$35.70	0.0%	COM	126408103
CHRW	C H ROBINSON WORLDWIDE INC	9,932	$1,597	0.5%	$147.32	0.0%	COM NEW	12541W209
MNST	MONSTER BEVERAGE CORP NEW	12,182	$934	0.3%	$71.65	0.0%	COM	61174X109
APP	APPLOVIN CORP	1,160	$782	0.3%	$630.10	0.0%	COM CL A	03831W108
SU	SUNCOR ENERGY INC NEW	17,400	$772	0.3%	$42.26	0.0%	COM	867224107
CBRE	CBRE GROUP INC	3,400	$547	0.2%	$157.23	0.0%	CL A	12504L109
ISRG	INTUITIVE SURGICAL INC	725	$411	0.1%	$532.37	0.0%	COM NEW	46120E602
NRG	NRG ENERGY INC	2,300	$366	0.1%	$165.30	0.0%	COM NEW	629377508
KVUE	KENVUE INC	18,903	$326	0.1%	$16.26	0.0%	COM	49177J102
MU	MICRON TECHNOLOGY INC	965	$275	0.1%	$229.35	0.0%	COM	595112103
AMGN	AMGEN INC	837	$274	0.1%	$315.95	0.0%	COM	031162100
VRTX	VERTEX PHARMACEUTICALS INC	531	$241	0.1%	$431.03	0.0%	COM	92532F100
MCK	MCKESSON CORP	254	$208	0.1%	$815.57	0.0%	COM	58155Q103
PLUG	PLUG POWER INC	15,900	$31	0.0%	$2.61	0.0%	COM NEW	72919P202

Increased Positions (18)

PLTR PALANTIR TECHNOLOGIES INC 7.2%

Value ($000) $21,657 (+10323.2%) Shares 121,839 (+10597.0%) Est. Cost $180.86 Unrealized +0.1%

TSLA TESLA INC 2.8%

Value ($000) $8,240 (+1846.3%) Shares 18,323 (+1824.7%) Est. Cost $432.58 Unrealized +2.5%

TMUS T-MOBILE US INC 4.7%

Value ($000) $14,107 (+35.2%) Shares 69,477 (+59.4%) Est. Cost $195.96 Unrealized +7.8%

GOOGL ALPHABET INC 2.5%

Value ($000) $7,453 (+80.9%) Shares 23,813 (+40.5%) Est. Cost $198.20 Unrealized +44.1%

GOOG ALPHABET INC 2.0%

Value ($000) $6,025 (+94.8%) Shares 19,200 (+51.2%) Est. Cost $205.98 Unrealized +39.0%

AEP AMERICAN ELEC PWR CO INC 0.8%

Value ($000) $2,423 (+126.4%) Shares 21,015 (+120.9%) Est. Cost $113.39 Unrealized +3.8%

TKO TKO GROUP HOLDINGS INC 0.5%

Value ($000) $1,484 (+634.7%) Shares 7,100 (+610.0%) Est. Cost $192.04 Unrealized +0.9%

ABT ABBOTT LABS 2.2%

Value ($000) $6,444 (+22.9%) Shares 51,431 (+31.4%) Est. Cost $119.86 Unrealized +6.2%

HUM HUMANA INC 2.1%

Value ($000) $6,341 (+21.8%) Shares 24,757 (+23.7%) Est. Cost $303.54 Unrealized -13.9%

NFLX NETFLIX INC 1.2%

Value ($000) $3,570 (+45.6%) Shares 38,080 (+1762.1%) Est. Cost $108.09 Unrealized -0.3%

ABBV ABBVIE INC 0.3%

Value ($000) $802 (+242.5%) Shares 3,512 (+247.0%) Est. Cost $220.17 Unrealized +3.3%

PANW PALO ALTO NETWORKS INC 7.2%

Value ($000) $21,672 (-2.3%) Shares 117,653 (+8.0%) Est. Cost $178.58 Unrealized +13.0%

MRSH MARSH & MCLENNAN COS INC 2.7%

Value ($000) $7,962 (-3.9%) Shares 42,915 (+4.4%) Est. Cost $201.13 Unrealized -7.3%

HDB HDFC BANK LTD 0.2%

Value ($000) $515 (+23.6%) Shares 14,098 (+15.6%) Est. Cost $34.48 Unrealized —

INFY INFOSYS LTD 0.1%

Value ($000) $247 (+32.5%) Shares 13,835 (+21.0%) Est. Cost $16.54 Unrealized —

IBN ICICI BANK LIMITED 0.1%

Value ($000) $323 (+16.9%) Shares 10,835 (+18.6%) Est. Cost $30.16 Unrealized —

PSX PHILLIPS 66 0.5%

Value ($000) $1,645 (+1.2%) Shares 12,751 (+6.7%) Est. Cost $126.87 Unrealized +5.6%

PDD PDD HOLDINGS INC 0.1%

Value ($000) $333 (+3.4%) Shares 2,938 (+20.5%) Est. Cost $128.97 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	121,839 (+10597.0%)	$21,657 (+10323.2%)	7.2%	$180.86	+0.1%	CL A	69608A108
TSLA	TESLA INC	18,323 (+1824.7%)	$8,240 (+1846.3%)	2.8%	$432.58	+2.5%	COM	88160R101
TMUS	T-MOBILE US INC	69,477 (+59.4%)	$14,107 (+35.2%)	4.7%	$195.96	+7.8%	COM	872590104
GOOGL	ALPHABET INC	23,813 (+40.5%)	$7,453 (+80.9%)	2.5%	$198.20	+44.1%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	19,200 (+51.2%)	$6,025 (+94.8%)	2.0%	$205.98	+39.0%	CAP STK CL C	02079K107
AEP	AMERICAN ELEC PWR CO INC	21,015 (+120.9%)	$2,423 (+126.4%)	0.8%	$113.39	+3.8%	COM	025537101
TKO	TKO GROUP HOLDINGS INC	7,100 (+610.0%)	$1,484 (+634.7%)	0.5%	$192.04	+0.9%	CL A	87256C101
ABT	ABBOTT LABS	51,431 (+31.4%)	$6,444 (+22.9%)	2.2%	$119.86	+6.2%	COM	002824100
HUM	HUMANA INC	24,757 (+23.7%)	$6,341 (+21.8%)	2.1%	$303.54	-13.9%	COM	444859102
NFLX	NETFLIX INC	38,080 (+1762.1%)	$3,570 (+45.6%)	1.2%	$108.09	-0.3%	COM	64110L106
ABBV	ABBVIE INC	3,512 (+247.0%)	$802 (+242.5%)	0.3%	$220.17	+3.3%	COM	00287Y109
PANW	PALO ALTO NETWORKS INC	117,653 (+8.0%)	$21,672 (-2.3%)	7.2%	$178.58	+13.0%	COM	697435105
MRSH	MARSH & MCLENNAN COS INC	42,915 (+4.4%)	$7,962 (-3.9%)	2.7%	$201.13	-7.3%	COM	571748102
HDB	HDFC BANK LTD	14,098 (+15.6%)	$515 (+23.6%)	0.2%	$34.48	—	SPONSORED ADS	40415F101
INFY	INFOSYS LTD	13,835 (+21.0%)	$247 (+32.5%)	0.1%	$16.54	—	SPONSORED ADR	456788108
IBN	ICICI BANK LIMITED	10,835 (+18.6%)	$323 (+16.9%)	0.1%	$30.16	—	ADR	45104G104
PSX	PHILLIPS 66	12,751 (+6.7%)	$1,645 (+1.2%)	0.5%	$126.87	+5.6%	COM	718546104
PDD	PDD HOLDINGS INC	2,938 (+20.5%)	$333 (+3.4%)	0.1%	$128.97	—	SPONSORED ADS	722304102

Exited Positions (12)

ORLY OREILLY AUTOMOTIVE INC 6.0%

Value ($000) $18,074 Shares 167,645 Est. Cost $100.52 Unrealized -2.8%

T AT&T INC 3.5%

Value ($000) $10,462 Shares 370,457 Est. Cost $22.28 Unrealized +13.5%

SO SOUTHERN CO 0.4%

Value ($000) $1,079 Shares 11,382 Est. Cost $92.22 Unrealized -1.4%

MOS MOSAIC CO NEW 0.3%

Value ($000) $763 Shares 22,000 Est. Cost $32.04 Unrealized -16.5%

PKG PACKAGING CORP AMER 0.2%

Value ($000) $741 Shares 3,400 Est. Cost $204.01 Unrealized -0.8%

CHD CHURCH & DWIGHT CO INC 0.2%

Value ($000) $493 Shares 5,628 Est. Cost $99.92 Unrealized -14.7%

AMT AMERICAN TOWER CORP NEW 0.2%

Value ($000) $466 Shares 2,423 Est. Cost $204.56 Unrealized -11.9%

SHW SHERWIN WILLIAMS CO 0.1%

Value ($000) $435 Shares 1,255 Est. Cost $340.33 Unrealized -1.8%

LYV LIVE NATION ENTERTAINMENT IN 0.1%

Value ($000) $278 Shares 1,700 Est. Cost $158.04 Unrealized -9.1%

VST VISTRA CORP 0.1%

Value ($000) $274 Shares 1,400 Est. Cost $158.21 Unrealized +15.0%

ORCL ORACLE CORP 0.1%

Value ($000) $229 Shares 814 Est. Cost $160.80 Unrealized +48.0%

V VISA INC 0.1%

Value ($000) $211 Shares 619 Est. Cost $243.17 Unrealized +40.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ORLY	OREILLY AUTOMOTIVE INC	167,645	$18,074	6.0%	$100.52	-2.8%	—	67103H107
T	AT&T INC	370,457	$10,462	3.5%	$22.28	+13.5%	—	00206R102
SO	SOUTHERN CO	11,382	$1,079	0.4%	$92.22	-1.4%	—	842587107
MOS	MOSAIC CO NEW	22,000	$763	0.3%	$32.04	-16.5%	—	61945C103
PKG	PACKAGING CORP AMER	3,400	$741	0.2%	$204.01	-0.8%	—	695156109
CHD	CHURCH & DWIGHT CO INC	5,628	$493	0.2%	$99.92	-14.7%	—	171340102
AMT	AMERICAN TOWER CORP NEW	2,423	$466	0.2%	$204.56	-11.9%	—	03027X100
SHW	SHERWIN WILLIAMS CO	1,255	$435	0.1%	$340.33	-1.8%	—	824348106
LYV	LIVE NATION ENTERTAINMENT IN	1,700	$278	0.1%	$158.04	-9.1%	—	538034109
VST	VISTRA CORP	1,400	$274	0.1%	$158.21	+15.0%	—	92840M102
ORCL	ORACLE CORP	814	$229	0.1%	$160.80	+48.0%	—	68389X105
V	VISA INC	619	$211	0.1%	$243.17	+40.0%	—	92826C839

Decreased Positions (41)

LRCX LAM RESEARCH CORP 0.3%

Value ($000) $1,004 (-95.6%) Shares 5,865 (-96.5%) Est. Cost $105.52 Unrealized +47.2%

AMZN AMAZON COM INC 2.8%

Value ($000) $8,535 (-53.9%) Shares 36,975 (-56.2%) Est. Cost $194.44 Unrealized +17.7%

META META PLATFORMS INC 0.1%

Value ($000) $393 (-92.8%) Shares 595 (-92.0%) Est. Cost $591.87 Unrealized +12.7%

MSFT MICROSOFT CORP 4.7%

Value ($000) $14,188 (-18.4%) Shares 29,337 (-12.6%) Est. Cost $373.36 Unrealized +34.1%

TD TORONTO DOMINION BK ONT 0.9%

Value ($000) $2,782 (-48.8%) Shares 29,513 (-56.5%) Est. Cost $63.54 Unrealized +32.9%

NVDA NVIDIA CORPORATION 5.8%

Value ($000) $17,374 (-11.0%) Shares 93,156 (-11.0%) Est. Cost $122.61 Unrealized +51.8%

CPRT COPART INC 1.4%

Value ($000) $4,179 (-28.7%) Shares 106,737 (-18.1%) Est. Cost $49.98 Unrealized -17.0%

TDG TRANSDIGM GROUP INC 1.4%

Value ($000) $4,246 (-28.3%) Shares 3,193 (-28.9%) Est. Cost $1143.76 Unrealized +14.6%

LLY ELI LILLY & CO 5.1%

Value ($000) $15,240 (+7.2%) Shares 14,181 (-23.9%) Est. Cost $678.15 Unrealized +40.9%

CNQ CANADIAN NAT RES LTD 0.3%

Value ($000) $775 (-46.3%) Shares 22,892 (-49.2%) Est. Cost $29.87 Unrealized +8.6%

AVGO BROADCOM INC 7.4%

Value ($000) $22,223 (-2.9%) Shares 64,210 (-7.4%) Est. Cost $190.35 Unrealized +87.6%

ALL ALLSTATE CORP 1.3%

Value ($000) $3,764 (-14.0%) Shares 18,084 (-11.3%) Est. Cost $147.49 Unrealized +38.4%

COST COSTCO WHSL CORP NEW 0.9%

Value ($000) $2,754 (-18.1%) Shares 3,194 (-12.1%) Est. Cost $863.56 Unrealized +4.9%

GD GENERAL DYNAMICS CORP 0.5%

Value ($000) $1,591 (-26.5%) Shares 4,726 (-25.5%) Est. Cost $313.76 Unrealized +8.6%

JPM JPMORGAN CHASE & CO. 1.3%

Value ($000) $4,027 (-12.4%) Shares 12,497 (-14.3%) Est. Cost $221.19 Unrealized +39.9%

HIG HARTFORD INSURANCE GROUP INC 1.3%

Value ($000) $3,777 (-12.9%) Shares 27,410 (-15.7%) Est. Cost $125.04 Unrealized +5.2%

PH PARKER-HANNIFIN CORP 0.5%

Value ($000) $1,622 (-25.5%) Shares 1,845 (-35.8%) Est. Cost $490.22 Unrealized +66.8%

DOV DOVER CORP 0.5%

Value ($000) $1,583 (-25.9%) Shares 8,107 (-36.7%) Est. Cost $189.89 Unrealized -4.2%

WFC WELLS FARGO CO NEW 1.3%

Value ($000) $3,810 (-12.4%) Shares 40,882 (-21.2%) Est. Cost $73.12 Unrealized +18.5%

CP CANADIAN PACIFIC KANSAS CITY 0.3%

Value ($000) $994 (-30.1%) Shares 13,504 (-29.3%) Est. Cost $77.61 Unrealized -5.2%

WMT WALMART INC 0.5%

Value ($000) $1,436 (-23.0%) Shares 12,891 (-28.7%) Est. Cost $77.59 Unrealized +38.2%

CNI CANADIAN NATL RY CO 0.3%

Value ($000) $989 (-30.1%) Shares 10,000 (-33.3%) Est. Cost $96.01 Unrealized +0.1%

FNV FRANCO NEV CORP 0.3%

Value ($000) $788 (-33.2%) Shares 3,799 (-28.3%) Est. Cost $139.96 Unrealized +44.9%

FSV FIRSTSERVICE CORP NEW 0.2%

Value ($000) $633 (-37.0%) Shares 4,069 (-22.8%) Est. Cost $174.83 Unrealized -7.1%

AAPL APPLE INC 8.5%

Value ($000) $25,606 (-1.4%) Shares 94,187 (-7.6%) Est. Cost $189.09 Unrealized +41.9%

COF CAPITAL ONE FINL CORP 1.3%

Value ($000) $3,792 (-7.8%) Shares 15,646 (-19.1%) Est. Cost $200.70 Unrealized +10.7%

MSCI MSCI INC 2.6%

Value ($000) $7,860 (-3.5%) Shares 13,700 (-4.6%) Est. Cost $542.19 Unrealized +3.3%

AMD ADVANCED MICRO DEVICES INC 0.4%

Value ($000) $1,049 (+24.7%) Shares 4,897 (-5.8%) Est. Cost $161.38 Unrealized +39.2%

KR KROGER CO 0.1%

Value ($000) $337 (-35.8%) Shares 5,401 (-30.8%) Est. Cost $52.35 Unrealized +24.6%

DG DOLLAR GEN CORP NEW 0.1%

Value ($000) $323 (-32.5%) Shares 2,435 (-47.5%) Est. Cost $98.59 Unrealized +13.1%

ANET ARISTA NETWORKS INC 0.2%

Value ($000) $629 (-13.7%) Shares 4,802 (-4.0%) Est. Cost $97.06 Unrealized +41.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value ($000) $226 (-25.1%) Shares 449 (-25.0%) Est. Cost $322.35 Unrealized +54.3%

CCI CROWN CASTLE INC 0.1%

Value ($000) $212 (-23.9%) Shares 2,382 (-17.3%) Est. Cost $98.27 Unrealized -7.3%

EQR EQUITY RESIDENTIAL 0.1%

Value ($000) $210 (-23.3%) Shares 3,328 (-21.3%) Est. Cost $64.02 Unrealized -5.2%

SBAC SBA COMMUNICATIONS CORP NEW 0.1%

Value ($000) $206 (-21.9%) Shares 1,065 (-22.0%) Est. Cost $213.48 Unrealized -9.7%

PLD PROLOGIS INC. 0.1%

Value ($000) $230 (-19.8%) Shares 1,798 (-28.0%) Est. Cost $118.10 Unrealized +4.9%

AMAT APPLIED MATLS INC 0.1%

Value ($000) $383 (+10.7%) Shares 1,490 (-11.8%) Est. Cost $180.78 Unrealized +32.5%

EQIX EQUINIX INC 0.1%

Value ($000) $221 (-14.1%) Shares 288 (-12.2%) Est. Cost $760.65 Unrealized +2.7%

MPWR MONOLITHIC PWR SYS INC 0.1%

Value ($000) $201 (-10.4%) Shares 222 (-9.0%) Est. Cost $808.07 Unrealized +18.9%

APH AMPHENOL CORP NEW 0.3%

Value ($000) $751 (+1.9%) Shares 5,556 (-6.7%) Est. Cost $88.44 Unrealized +51.0%

EXE EXPAND ENERGY CORPORATION 0.4%

Value ($000) $1,265 (+0.4%) Shares 11,461 (-3.4%) Est. Cost $99.11 Unrealized +11.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LRCX	LAM RESEARCH CORP	5,865 (-96.5%)	$1,004 (-95.6%)	0.3%	$105.52	+47.2%	COM NEW	512807306
AMZN	AMAZON COM INC	36,975 (-56.2%)	$8,535 (-53.9%)	2.8%	$194.44	+17.7%	COM	023135106
META	META PLATFORMS INC	595 (-92.0%)	$393 (-92.8%)	0.1%	$591.87	+12.7%	CL A	30303M102
MSFT	MICROSOFT CORP	29,337 (-12.6%)	$14,188 (-18.4%)	4.7%	$373.36	+34.1%	COM	594918104
TD	TORONTO DOMINION BK ONT	29,513 (-56.5%)	$2,782 (-48.8%)	0.9%	$63.54	+32.9%	COM NEW	891160509
NVDA	NVIDIA CORPORATION	93,156 (-11.0%)	$17,374 (-11.0%)	5.8%	$122.61	+51.8%	COM	67066G104
CPRT	COPART INC	106,737 (-18.1%)	$4,179 (-28.7%)	1.4%	$49.98	-17.0%	COM	217204106
TDG	TRANSDIGM GROUP INC	3,193 (-28.9%)	$4,246 (-28.3%)	1.4%	$1143.76	+14.6%	COM	893641100
LLY	ELI LILLY & CO	14,181 (-23.9%)	$15,240 (+7.2%)	5.1%	$678.15	+40.9%	COM	532457108
CNQ	CANADIAN NAT RES LTD	22,892 (-49.2%)	$775 (-46.3%)	0.3%	$29.87	+8.6%	COM	136385101
AVGO	BROADCOM INC	64,210 (-7.4%)	$22,223 (-2.9%)	7.4%	$190.35	+87.6%	COM	11135F101
ALL	ALLSTATE CORP	18,084 (-11.3%)	$3,764 (-14.0%)	1.3%	$147.49	+38.4%	COM	020002101
COST	COSTCO WHSL CORP NEW	3,194 (-12.1%)	$2,754 (-18.1%)	0.9%	$863.56	+4.9%	COM	22160K105
GD	GENERAL DYNAMICS CORP	4,726 (-25.5%)	$1,591 (-26.5%)	0.5%	$313.76	+8.6%	COM	369550108
JPM	JPMORGAN CHASE & CO.	12,497 (-14.3%)	$4,027 (-12.4%)	1.3%	$221.19	+39.9%	COM	46625H100
HIG	HARTFORD INSURANCE GROUP INC	27,410 (-15.7%)	$3,777 (-12.9%)	1.3%	$125.04	+5.2%	COM	416515104
PH	PARKER-HANNIFIN CORP	1,845 (-35.8%)	$1,622 (-25.5%)	0.5%	$490.22	+66.8%	COM	701094104
DOV	DOVER CORP	8,107 (-36.7%)	$1,583 (-25.9%)	0.5%	$189.89	-4.2%	COM	260003108
WFC	WELLS FARGO CO NEW	40,882 (-21.2%)	$3,810 (-12.4%)	1.3%	$73.12	+18.5%	COM	949746101
CP	CANADIAN PACIFIC KANSAS CITY	13,504 (-29.3%)	$994 (-30.1%)	0.3%	$77.61	-5.2%	COM	13646K108
WMT	WALMART INC	12,891 (-28.7%)	$1,436 (-23.0%)	0.5%	$77.59	+38.2%	COM	931142103
CNI	CANADIAN NATL RY CO	10,000 (-33.3%)	$989 (-30.1%)	0.3%	$96.01	+0.1%	COM	136375102
FNV	FRANCO NEV CORP	3,799 (-28.3%)	$788 (-33.2%)	0.3%	$139.96	+44.9%	COM	351858105
FSV	FIRSTSERVICE CORP NEW	4,069 (-22.8%)	$633 (-37.0%)	0.2%	$174.83	-7.1%	COM	33767E202
AAPL	APPLE INC	94,187 (-7.6%)	$25,606 (-1.4%)	8.5%	$189.09	+41.9%	COM	037833100
COF	CAPITAL ONE FINL CORP	15,646 (-19.1%)	$3,792 (-7.8%)	1.3%	$200.70	+10.7%	COM	14040H105
MSCI	MSCI INC	13,700 (-4.6%)	$7,860 (-3.5%)	2.6%	$542.19	+3.3%	COM	55354G100
AMD	ADVANCED MICRO DEVICES INC	4,897 (-5.8%)	$1,049 (+24.7%)	0.4%	$161.38	+39.2%	COM	007903107
KR	KROGER CO	5,401 (-30.8%)	$337 (-35.8%)	0.1%	$52.35	+24.6%	COM	501044101
DG	DOLLAR GEN CORP NEW	2,435 (-47.5%)	$323 (-32.5%)	0.1%	$98.59	+13.1%	COM	256677105
ANET	ARISTA NETWORKS INC	4,802 (-4.0%)	$629 (-13.7%)	0.2%	$97.06	+41.8%	COM SHS	040413205
BRK/B	BERKSHIRE HATHAWAY INC DEL	449 (-25.0%)	$226 (-25.1%)	0.1%	$322.35	+54.3%	CL B NEW	084670702
CCI	CROWN CASTLE INC	2,382 (-17.3%)	$212 (-23.9%)	0.1%	$98.27	-7.3%	COM	22822V101
EQR	EQUITY RESIDENTIAL	3,328 (-21.3%)	$210 (-23.3%)	0.1%	$64.02	-5.2%	SH BEN INT	29476L107
SBAC	SBA COMMUNICATIONS CORP NEW	1,065 (-22.0%)	$206 (-21.9%)	0.1%	$213.48	-9.7%	CL A	78410G104
PLD	PROLOGIS INC.	1,798 (-28.0%)	$230 (-19.8%)	0.1%	$118.10	+4.9%	COM	74340W103
AMAT	APPLIED MATLS INC	1,490 (-11.8%)	$383 (+10.7%)	0.1%	$180.78	+32.5%	COM	038222105
EQIX	EQUINIX INC	288 (-12.2%)	$221 (-14.1%)	0.1%	$760.65	+2.7%	COM	29444U700
MPWR	MONOLITHIC PWR SYS INC	222 (-9.0%)	$201 (-10.4%)	0.1%	$808.07	+18.9%	COM	609839105
APH	AMPHENOL CORP NEW	5,556 (-6.7%)	$751 (+1.9%)	0.3%	$88.44	+51.0%	CL A	032095101
EXE	EXPAND ENERGY CORPORATION	11,461 (-3.4%)	$1,265 (+0.4%)	0.4%	$99.11	+11.6%	COM	165167735