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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001021642-23-000003

Total Value
$9.0M
Positions
770
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT562,321$191,4932.17%
2SHERWIN WILLIAMSSHW546,594$145,1321.65%
3AMAZON.COM INCAMZN1,042,175$135,8581.54%
4MOTOROLA SOLUTIONS INCMSI459,152$134,6601.53%
5INTERCONTINENTAL EXCHANGE INC45866F1041,164,091$131,6351.49%
6NEXTERA ENERGY INCNEE-PW1,701,131$126,2241.43%
7WHEATON PRECIOUS METALS CORPWPM2,908,580$125,7091.42%
8DOLLAR GENERAL CORP256677105733,407$124,5181.41%
9CLOROX COCLX749,700$119,2321.35%
10SALESFORCE.COM INCCRM524,808$110,8711.26%
11MCCORMICK & CO NON VTGMKC-V1,266,775$110,5011.25%
12BERKSHIRE HATHAWAY INC CL BBRK-A299,770$102,2221.16%
13ALPHABET INC-CL AGOOG827,625$99,0671.12%
14VERTEX PHARMACEUTICALS INCVRTX280,215$98,6101.12%
15AON PLCAON283,265$97,7831.11%
16NVIDIA CORPNVDA225,244$95,2831.08%
17JOHNSON & JOHNSONJNJ542,805$89,8451.02%
18VERISK ANALYTICS INCVRSK394,960$89,2731.01%
19VERISIGN INCVRSN374,812$84,6960.96%
20COGENT COMMUNICATIONS HOLDINGSCCOI1,251,180$84,1920.95%
21UNION PACIFICUNP399,983$81,8450.93%
22ISHARES RUSSELL 2000 VALUE INDEX FUND464287630574,392$80,8740.92%
23CHEMED CORPCHE129,920$70,3740.80%
24INSIGHT ENTERPRISES INCNSIT464,680$68,0010.77%
25SAIA INCSAIA191,817$65,6800.74%
26KOSMOS ENERGY LTDKOS10,805,200$64,7230.73%
27MICROSOFT CORPMSFT190,025$64,7110.73%
28DANAHER CORP235851102244,144$58,5950.66%
29ENTEGRIS INCENTG526,802$58,3800.66%
30MONOLITHIC POWER SYSTEMS INC609839105106,638$57,6090.65%
31PROLOGIS INCPLDGP469,584$57,5850.65%
32ELEMENT SOLUTIONS INCESI2,863,659$54,9820.62%
33AMERISOURCEBERGEN CORPCOR268,015$51,5740.58%
34SHERWIN WILLIAMSSHW188,545$50,0620.57%
35REPUBLIC SERVICES INC760759100322,825$49,4470.56%
36GATX CORPGATX383,361$49,3540.56%
37RAMBUS INCRMBS762,192$48,9100.55%
38AMAZON.COM INCAMZN361,969$47,1860.53%
39INTERCONTINENTAL EXCHANGE INC45866F104401,775$45,4330.51%
40MOTOROLA SOLUTIONS INCMSI152,260$44,6550.51%
41WHEATON PRECIOUS METALS CORPWPM1,022,125$44,1760.50%
42NEXTERA ENERGY INCNEE-PW587,845$43,6180.49%
43DOLLAR GENERAL CORP256677105255,105$43,3120.49%
44MICROSOFT CORPMSFT124,005$42,2290.48%
45CBOE HOLDINGS INC12503M108304,335$42,0010.48%
46FABRINETFN322,471$41,8830.47%
47CLOROX COCLX260,530$41,4350.47%
48INSTALLED BUILDING PRODUCTS45780R101286,791$40,1970.46%
49MOTOROLA SOLUTIONS INCMSI132,495$38,8580.44%
50SALESFORCE.COM INCCRM182,540$38,5630.44%
51INTERNATIONAL GAME TECHNOLOGINTR1,207,010$38,4920.44%
52MCCORMICK & CO NON VTGMKC-V440,620$38,4350.44%
53MOTOROLA SOLUTIONS INCMSI125,378$36,7710.42%
54BERKSHIRE HATHAWAY INC CL BBRK-A104,305$35,5680.40%
55KIRBY CORPKEX453,577$34,9030.40%
56TYLER TECHNOLOGIES INCTYL83,585$34,8110.39%
57VERTEX PHARMACEUTICALS INCVRTX97,730$34,3920.39%
58ALPHABET INC-CL AGOOG285,290$34,1490.39%
59AUTOZONE INCAZO13,683$34,1170.39%
60AON PLCAON97,730$33,7360.38%
61CORE & MAIN INC-CLASS ACNM1,060,862$33,2470.38%
62NVIDIA CORPNVDA78,365$33,1500.38%
63BEACON ROOFING SUPPLY INC073685109397,362$32,9730.37%
64FACTSET RESEARCH SYSTEMS INC30307510581,570$32,6810.37%
65SHERWIN WILLIAMSSHW123,030$32,6670.37%
66PERFORMANCE FOOD GROUP COPFGC538,398$32,4330.37%
67LANDSTAR SYSTEM INCLSTR166,496$32,0570.36%
68CHEMOURS CO/THECC845,786$31,2010.35%
69CACI INTERNATIONAL INC CL A12719030490,775$30,9400.35%
70COHERANT CORPCOHR604,300$30,8070.35%
71AMAZON.COM INCAMZN234,806$30,6090.35%
72STAG INDUSTRIAL INC85254J102851,042$30,5350.35%
73VERISK ANALYTICS INCVRSK133,855$30,2550.34%
74JOHNSON & JOHNSONJNJ181,635$30,0640.34%
75NASDAQ INCNDAQ597,165$29,7690.34%
76FRANKLIN ELECTRIC CO INCFELE288,404$29,6770.34%
77INTERCONTINENTAL EXCHANGE INC45866F104262,182$29,6480.34%
78ALAMO GROUP INCALG160,998$29,6090.34%
79MAXIMUS INCMMS349,580$29,5430.33%
80VERISIGN INCVRSN130,375$29,4610.33%
81COGENT COMMUNICATIONS HOLDINGSCCOI432,370$29,0940.33%
82PERFORMANCE FOOD GROUP COPFGC480,210$28,9280.33%
83WHEATON PRECIOUS METALS CORPWPM661,893$28,6070.32%
84ISHARES RUSSELL MIDCAP VALUE INDEX FUND464287473259,585$28,5130.32%
85NEXTERA ENERGY INCNEE-PW383,618$28,4640.32%
86UNION PACIFICUNP138,200$28,2780.32%
87ADVANCED ENERGY INDS007973100253,123$28,2110.32%
88NATIONAL STORAGE AFFILIATESNSA-PB805,834$28,0670.32%
89DOLLAR GENERAL CORP256677105165,241$28,0550.32%
90MKS INSTRUMENTS INCMKSI256,361$27,7130.31%
91GALLAGHER A J363576109123,720$27,1650.31%
92ALLIANT ENERGY CORPLNT517,470$27,1570.31%
93CLOROX COCLX168,775$26,8420.30%
94TENET HEALTHCARE CORPTHC329,182$26,7890.30%
95ALLSTATE CORPALL-PJ243,990$26,6050.30%
96CHURCH & DWIGHT CO INCCHD265,135$26,5740.30%
97FIRST AMERICAN FINL CORP31847R102465,011$26,5150.30%
98ISHARES RUSSELL 2000 VALUE INDEX FUND464287630188,215$26,5010.30%
99CMS ENERGY CORPCMS-PC450,430$26,4630.30%
100WEC ENERGY GROUPWEC299,375$26,4170.30%
101EVERGY INCEVRG451,150$26,3560.30%
102KOSMOS ENERGY LTDKOS4,376,373$26,2140.30%
103AMEREN CORPORATIONAEE318,510$26,0130.29%
104SALESFORCE.COM INCCRM118,327$24,9980.28%
105VULCAN MATERIALS CO929160109110,485$24,9080.28%
106MCCORMICK & CO NON VTGMKC-V285,374$24,8930.28%
107AVANTOR INCAVTR1,206,261$24,7770.28%
108SPIRE INCSRJN389,812$24,7300.28%
109SELECTIVE INSURANCE GROUP816300107257,491$24,7060.28%
110CHEMED CORPCHE45,230$24,5000.28%
111TEGNA INC87901J1051,503,366$24,4150.28%
112KFORCE INCKFRC385,443$24,1520.27%
113IQIVA HOLDINGS INCIQV105,192$23,6440.27%
114AMETEK INCAME145,300$23,5210.27%
115BERKSHIRE HATHAWAY INC CL BBRK-A67,640$23,0650.26%
116PDC ENERGY INC69327R101322,765$22,9620.26%
117ADVANCED DRAINAGE SYSTEMS IN00790R104198,678$22,6060.26%
118INSIGHT ENTERPRISES INCNSIT154,280$22,5770.26%
119VERTEX PHARMACEUTICALS INCVRTX63,772$22,4420.25%
120ALPHABET INC-CL AGOOG186,176$22,2850.25%
121AON PLCAON63,773$22,0140.25%
122VISTRA CORPVST835,830$21,9410.25%
123SOUTHWEST GAS HOLDINGS INCSWX338,314$21,5340.24%
124NVIDIA CORPNVDA50,883$21,5250.24%
125ASGN INCASGN283,697$21,4560.24%
126ICHOR HOLDINGS LTDICHR563,623$21,1360.24%
127CAPRI HOLDINGS LTDCPRI579,224$20,7880.24%
128ENTEGRIS INCENTG186,947$20,7170.23%
129DANAHER CORP23585110286,060$20,6540.23%
130REINSURANCE GRP OF AMERI-A759351604147,890$20,5110.23%
131PROLOGIS INCPLDGP161,895$19,8530.23%
132JOHNSON & JOHNSONJNJ118,531$19,6190.22%
133VERISK ANALYTICS INCVRSK86,323$19,5120.22%
134VERISIGN INCVRSN84,391$19,0700.22%
135RUSH ENTERPRISES INC CL ARUSHB313,351$19,0330.22%
136COGENT COMMUNICATIONS HOLDINGSCCOI282,141$18,9850.22%
137FEDERAL SIGNAL CORPFSS295,038$18,8910.21%
138RITHM CAPITAL CORPRITM-PF2,014,340$18,8340.21%
139ULTRA CLEAN HOLDINGSUCTT485,118$18,6580.21%
140WILLSCOT MOBILE MINI HOLDINGSWSC389,430$18,6110.21%
141EXLSERVICE HOLDINGS INCEXLS122,216$18,4620.21%
142UNION PACIFICUNP90,187$18,4540.21%
143EVERI HOLDINGS INCEVEX-WT1,261,071$18,2350.21%
144MONOLITHIC POWER SYSTEMS INC60983910533,730$18,2220.21%
145WATTS WATER TECHNOLOGIES-AWTS98,942$18,1790.21%
146ELEMENT SOLUTIONS INCESI939,420$18,0370.20%
147RHRH54,640$18,0090.20%
148CBOE HOLDINGS INC12503M108129,765$17,9090.20%
149ARTISAN PARTNERS ASSET MGMT CL A04316A108452,341$17,7820.20%
150MOELIS & CO - CLASS AMC384,845$17,4490.20%
151OTIS WORLDWIDE CORPOTIS195,940$17,4410.20%
152GATX CORPGATX134,825$17,3570.20%
153SAIA INCSAIA49,910$17,0900.19%
154MFA MORTGAGE INVESTMENTS INC55272X6071,480,447$16,6400.19%
155RAMBUS INCRMBS257,390$16,5170.19%
156COOPER COMPANIES INC21664840242,870$16,4380.19%
157PATTERSON-UTI ENERGY INCPTEN1,361,372$16,2960.18%
158ISHARES RUSSELL 2000 VALUE INDEX FUND464287630114,675$16,1460.18%
159CHEMED CORPCHE29,308$15,8750.18%
160AMEDISYS INC023436108170,638$15,6030.18%
161EQUITY COMMONWEALTH294628102768,960$15,5790.18%
162WATSCO INCWSO-B40,697$15,5250.18%
163MERITAGE CORPMTH105,476$15,0060.17%
164BRIGHTSPHERE INVESTMENT GROUP PLCAAMI710,586$14,8870.17%
165HOLOGIC INCHOLX182,990$14,8170.17%
166SAIA INCSAIA43,174$14,7830.17%
167MONOLITHIC POWER SYSTEMS INC60983910527,035$14,6050.17%
168KOSMOS ENERGY LTDKOS2,399,155$14,3710.16%
169WOLVERINE WORLD WIDE INCWWW965,532$14,1840.16%
170MONOLITHIC POWER SYSTEMS INC60983910525,750$13,9110.16%
171AXON ENTERPRISE INCAXON71,065$13,8660.16%
172INSIGHT ENTERPRISES INCNSIT94,110$13,7720.16%
173MICROSOFT CORPMSFT40,310$13,7270.16%
174FABRINETFN105,614$13,7170.16%
175ENTEGRIS INCENTG121,745$13,4920.15%
176INSTALLED BUILDING PRODUCTS45780R10196,115$13,4710.15%
177DANAHER CORP23585110255,723$13,3740.15%
178INTERNATIONAL GAME TECHNOLOGINTR418,488$13,3460.15%
179AMERISOURCEBERGEN CORPCOR69,356$13,3460.15%
180PROLOGIS INCPLDGP105,642$12,9550.15%
181OASIS PETROLEUM INCCHRD83,940$12,9100.15%
182REPUBLIC SERVICES INC76075910083,592$12,8040.15%
183MURPHY OIL USA INCMUR332,200$12,7230.14%
184SKYLINE CHAMPION CORPSKY193,272$12,6500.14%
185NVENT ELECTRIC PLCNVT239,240$12,3620.14%
186BALLYS INCBALL790,553$12,3010.14%
187CBOE HOLDINGS INC12503M10888,080$12,1560.14%
188CENTENNIAL RESOURCE DEVELO-APR1,105,221$12,1130.14%
189AMN HEALTHCARE SERVICES INC001744101109,028$11,8970.13%
190PERFORMANCE FOOD GROUP COPFGC197,224$11,8810.13%
191ULTRA BEAUTY INCULTA25,030$11,7790.13%
192TYLER TECHNOLOGIES INCTYL28,145$11,7220.13%
193KIRBY CORPKEX150,985$11,6180.13%
194AMERISOURCEBERGEN CORPCOR60,114$11,5680.13%
195BEACON ROOFING SUPPLY INC073685109139,045$11,5380.13%
196NEXSTAR MEDIA GROUP INCNXST68,910$11,4770.13%
197HESS CORPHESM84,100$11,4330.13%
198TWO HARBORS INVESTMENT CORP90187B804823,175$11,4260.13%
199CBOE HOLDINGS INC12503M10882,768$11,4230.13%
200DIAMONDBACK ENERGY INCFANG86,605$11,3760.13%
201LANDSTAR SYSTEM INCLSTR58,295$11,2240.13%
202FACTSET RESEARCH SYSTEMS INC30307510527,680$11,0900.13%
203REPUBLIC SERVICES INC76075910072,402$11,0900.13%
204ELEMENT SOLUTIONS INCESI573,930$11,0190.12%
205CORE & MAIN INC-CLASS ACNM349,445$10,9520.12%
206PIONEER NAT72378710752,795$10,9380.12%
207CHEMOURS CO/THECC290,180$10,7050.12%
208TENET HEALTHCARE CORPTHC130,925$10,6550.12%
209SHERWIN WILLIAMSSHW39,995$10,6190.12%
210GATX CORPGATX82,115$10,5710.12%
211PENNYMAC MORTGAGE INVESTMENT70931T103782,841$10,5530.12%
212GALLAGHER A J36357610947,537$10,4380.12%
213FRANKLIN ELECTRIC CO INCFELE101,420$10,4360.12%
214COTY INC-CL ACOTY845,722$10,3940.12%
215CROWN CORK & SEAL CO INCCCK119,550$10,3850.12%
216KEYSIGHT TECHNOLOGIES INKEYS61,570$10,3100.12%
217COHERANT CORPCOHR198,605$10,1250.11%
218STAG INDUSTRIAL INC85254J102281,890$10,1140.11%
219RAMBUS INCRMBS156,820$10,0630.11%
220AMAZON.COM INCAMZN76,330$9,9500.11%
221ADVANCED ENERGY INDS00797310088,615$9,8760.11%
222ALAMO GROUP INCALG53,250$9,7930.11%
223INTERCONTINENTAL EXCHANGE INC45866F10485,230$9,6380.11%
224CACI INTERNATIONAL INC CL A12719030428,068$9,5670.11%
225CRANE CO-W/ICR106,170$9,4620.11%
226FIRST AMERICAN FINL CORP31847R102163,940$9,3480.11%
227WHEATON PRECIOUS METALS CORPWPM215,165$9,2990.11%
228FMC CORP NEWFMC88,760$9,2610.10%
229NEXTERA ENERGY INCNEE-PW124,700$9,2530.10%
230MKS INSTRUMENTS INCMKSI85,400$9,2320.10%
231NATIONAL STORAGE AFFILIATESNSA-PB263,915$9,1920.10%
232MOTOROLA SOLUTIONS INCMSI31,095$9,1200.10%
233DOLLAR GENERAL CORP25667710553,710$9,1190.10%
234PERFORMANCE FOOD GROUP COPFGC146,895$8,8490.10%
235CLOROX COCLX54,865$8,7260.10%
236SPIRE INCSRJN137,155$8,7010.10%
237TEGNA INC87901J105530,135$8,6090.10%
238FABRINETFN64,330$8,3550.09%
239INSTALLED BUILDING PRODUCTS45780R10158,805$8,2420.09%
240ADVANCED DRAINAGE SYSTEMS IN00790R10472,430$8,2410.09%
241MSCI INCMSCI17,550$8,2360.09%
242INTERNATIONAL GAME TECHNOLOGINTR255,899$8,1610.09%
243KFORCE INCKFRC130,125$8,1540.09%
244SALESFORCE.COM INCCRM38,425$8,1180.09%
245MCCORMICK & CO NON VTGMKC-V92,765$8,0920.09%
246PDC ENERGY INC69327R101113,335$8,0630.09%
247SELECTIVE INSURANCE GROUP81630010783,780$8,0390.09%
248CDW CORP/DECDW43,300$7,9460.09%
249GRAY TELEVISION INCGTN-A1,002,397$7,8990.09%
250TYLER TECHNOLOGIES INCTYL18,745$7,8070.09%
251NASDAQ INCNDAQ154,553$7,7040.09%
252GRAND CANYON EDUCATION INCLOPE74,375$7,6760.09%
253MAXIMUS INCMMS90,545$7,6520.09%
254AUTOZONE INCAZO3,056$7,6200.09%
255ASGN INCASGN100,040$7,5660.09%
256SOUTHWEST GAS HOLDINGS INCSWX118,660$7,5530.09%
257EVERI HOLDINGS INCEVEX-WT520,860$7,5320.09%
258BERKSHIRE HATHAWAY INC CL BBRK-A21,985$7,4970.08%
259SCHWEITZER-MAUDUIT INTLMATV489,643$7,4030.08%
260AVANTOR INCAVTR359,860$7,3920.08%
261ICHOR HOLDINGS LTDICHR196,745$7,3780.08%
262SS&C TECHNOLOGIES HOLDINGSSSNC120,984$7,3320.08%
263FACTSET RESEARCH SYSTEMS INC30307510518,295$7,3300.08%
264VERTEX PHARMACEUTICALS INCVRTX20,730$7,2950.08%
265BANK OF NT BUTTERFIELD & SONG0772R208265,425$7,2620.08%
266ALPHABET INC-CL AGOOG60,520$7,2440.08%
267AON PLCAON20,730$7,1560.08%
268KIRBY CORPKEX91,985$7,0780.08%
269BEACON ROOFING SUPPLY INC07368510985,000$7,0530.08%
270ALLIANT ENERGY CORPLNT133,952$7,0300.08%
271NVIDIA CORPNVDA16,545$6,9990.08%
272CACI INTERNATIONAL INC CL A12719030420,359$6,9390.08%
273MICROSOFT CORPMSFT20,300$6,9130.08%
274ALLSTATE CORPALL-PJ63,177$6,8890.08%
275AUTOZONE INCAZO2,757$6,8740.08%
276LANDSTAR SYSTEM INCLSTR35,625$6,8590.08%
277CMS ENERGY CORPCMS-PC116,618$6,8510.08%
278WEC ENERGY GROUPWEC77,480$6,8370.08%
279CAPRI HOLDINGS LTDCPRI190,180$6,8260.08%
280EVERGY INCEVRG116,788$6,8230.08%
281CHURCH & DWIGHT CO INCCHD67,370$6,7520.08%
282AMEREN CORPORATIONAEE82,454$6,7340.08%
283RUSH ENTERPRISES INC CL ARUSHB110,450$6,7090.08%
284CORE & MAIN INC-CLASS ACNM213,095$6,6780.08%
285NASDAQ INCNDAQ133,943$6,6770.08%
286ANTERO RESOURCES CORPAR288,580$6,6460.08%
287FEDERAL SIGNAL CORPFSS103,575$6,6320.08%
288MAXIMUS INCMMS78,408$6,6260.08%
289CHEMOURS CO/THECC177,480$6,5470.07%
290ULTRA CLEAN HOLDINGSUCTT169,495$6,5190.07%
291TENET HEALTHCARE CORPTHC79,795$6,4940.07%
292VULCAN MATERIALS CO92916010928,610$6,4500.07%
293MICROSOFT CORPMSFT18,825$6,4110.07%
294JOHNSON & JOHNSONJNJ38,530$6,3770.07%
295FRANKLIN ELECTRIC CO INCFELE61,785$6,3580.07%
296RHRH19,270$6,3510.07%
297SS&C TECHNOLOGIES HOLDINGSSSNC104,764$6,3490.07%
298VERISK ANALYTICS INCVRSK28,060$6,3420.07%
299THE AZEK CO INC05478C105208,600$6,3180.07%
300ARTISAN PARTNERS ASSET MGMT CL A04316A108157,995$6,2110.07%
301VERISIGN INCVRSN27,430$6,1980.07%
302COGENT COMMUNICATIONS HOLDINGSCCOI91,720$6,1720.07%
303NATIXIS VAUGHAN NELSON SELECT63875W208211,119$6,1710.07%
304COHERANT CORPCOHR120,990$6,1680.07%
305SAIA INCSAIA18,005$6,1650.07%
306STAG INDUSTRIAL INC85254J102171,685$6,1600.07%
307HUBBELL INC CL BHUBB18,560$6,1540.07%
308MOELIS & CO - CLASS AMC135,495$6,1430.07%
309IQIVA HOLDINGS INCIQV27,223$6,1190.07%
310GALLAGHER A J36357610927,746$6,0920.07%
311ALLIANT ENERGY CORPLNT116,058$6,0910.07%
312AMETEK INCAME37,614$6,0890.07%
313ADVANCED ENERGY INDS00797310054,215$6,0420.07%
314WATTS WATER TECHNOLOGIES-AWTS32,840$6,0340.07%
315UNION PACIFICUNP29,315$5,9980.07%
316ALLEGION PLCALLE49,920$5,9910.07%
317ALLSTATE CORPALL-PJ54,720$5,9670.07%
318ALAMO GROUP INCALG32,445$5,9670.07%
319CHURCH & DWIGHT CO INCCHD59,467$5,9600.07%
320CMS ENERGY CORPCMS-PC101,022$5,9350.07%
321WEC ENERGY GROUPWEC67,147$5,9250.07%
322EVERGY INCEVRG101,188$5,9110.07%
323CONSTELLIUM SECSTM342,535$5,8920.07%
324EXLSERVICE HOLDINGS INCEXLS38,995$5,8910.07%
325ARAMARK HOLDINGS CORPARMK136,090$5,8590.07%
326AMEREN CORPORATIONAEE71,438$5,8340.07%
327MFA MORTGAGE INVESTMENTS INC55272X607518,385$5,8270.07%
328AVANTOR INCAVTR282,996$5,8130.07%
329AVANTOR INCAVTR282,830$5,8090.07%
330AXALTA COATING SYSTEMS LTDAXTA176,660$5,7960.07%
331PATTERSON-UTI ENERGY INCPTEN479,885$5,7440.07%
332FIRST AMERICAN FINL CORP31847R10299,880$5,6950.06%
333VISTRA CORPVST216,387$5,6800.06%
334MKS INSTRUMENTS INCMKSI52,160$5,6380.06%
335NATIONAL STORAGE AFFILIATESNSA-PB160,815$5,6010.06%
336VULCAN MATERIALS CO92916010924,782$5,5870.06%
337AMEDISYS INC02343610860,170$5,5020.06%
338SKECHERS USA INC830566105104,010$5,4770.06%
339EQUITY COMMONWEALTH294628102269,880$5,4680.06%
340WATSCO INCWSO-B14,325$5,4650.06%
341LYONDELLBASELL INDU-CL ALYB59,125$5,4290.06%
342SHERWIN WILLIAMSSHW20,140$5,3480.06%
343REINSURANCE GRP OF AMERI-A75935160438,272$5,3080.06%
344IQIVA HOLDINGS INCIQV23,591$5,3030.06%
345SPIRE INCSRJN83,560$5,3010.06%
346AMETEK INCAME32,640$5,2840.06%
347MERITAGE CORPMTH37,110$5,2800.06%
348DIAMONDBACK ENERGY INCFANG40,007$5,2550.06%
349TEGNA INC87901J105322,925$5,2440.06%
350CHEMED CORPCHE9,530$5,1620.06%
351AVERY DENNISON CORPAVY29,635$5,0910.06%
352ADVANCED DRAINAGE SYSTEMS IN00790R10444,145$5,0230.06%
353AMAZON.COM INCAMZN38,435$5,0100.06%
354WOLVERINE WORLD WIDE INCWWW338,860$4,9780.06%
355KFORCE INCKFRC79,320$4,9700.06%
356SHERWIN WILLIAMSSHW18,680$4,9600.06%
357VISTRA CORPVST187,474$4,9210.06%
358PDC ENERGY INC69327R10169,070$4,9140.06%
359SELECTIVE INSURANCE GROUP81630010751,195$4,9120.06%
360EQUIFAX INCEFX20,860$4,9080.06%
361INTERCONTINENTAL EXCHANGE INC45866F10442,915$4,8530.06%
362WILLSCOT MOBILE MINI HOLDINGSWSC100,797$4,8170.05%
363RAYMOND JAMES FINANCIAL INC75473010945,517$4,7230.05%
364WHEATON PRECIOUS METALS CORPWPM108,345$4,6830.05%
365KOSMOS ENERGY LTDKOS780,235$4,6740.05%
366NEXTERA ENERGY INCNEE-PW62,795$4,6590.05%
367BALLYS INCBALL298,705$4,6480.05%
368AMAZON.COM INCAMZN35,650$4,6470.05%
369SOUTHWEST GAS HOLDINGS INCSWX72,390$4,6080.05%
370ASGN INCASGN60,920$4,6070.05%
371REINSURANCE GRP OF AMERI-A75935160433,167$4,6000.05%
372RITHM CAPITAL CORPRITM-PF491,759$4,5980.05%
373MOTOROLA SOLUTIONS INCMSI15,660$4,5930.05%
374DOLLAR GENERAL CORP25667710527,045$4,5920.05%
375EVERI HOLDINGS INCEVEX-WT317,430$4,5900.05%
376AGILENT TECHNOLOGIES INCA37,835$4,5500.05%
377OTIS WORLDWIDE CORPOTIS50,720$4,5150.05%
378ICHOR HOLDINGS LTDICHR120,385$4,5140.05%
379INTERCONTINENTAL EXCHANGE INC45866F10439,805$4,5010.05%
380MURPHY OIL USA INCMUR117,190$4,4880.05%
381CLOROX COCLX27,625$4,3930.05%
382ENTEGRIS INCENTG39,575$4,3860.05%
383DANAHER CORP23585110218,115$4,3480.05%
384WHEATON PRECIOUS METALS CORPWPM100,495$4,3430.05%
385OASIS PETROLEUM INCCHRD28,110$4,3230.05%
386NEXTERA ENERGY INCNEE-PW58,240$4,3210.05%
387MOTOROLA SOLUTIONS INCMSI14,525$4,2600.05%
388DOLLAR GENERAL CORP25667710525,085$4,2590.05%
389COMSTOCK RESOURCES INCLODE366,288$4,2490.05%
390CENTENNIAL RESOURCE DEVELO-APR386,710$4,2380.05%
391RITHM CAPITAL CORPRITM-PF451,791$4,2240.05%
392PROLOGIS INCPLDGP34,340$4,2110.05%
393WILLSCOT MOBILE MINI HOLDINGSWSC87,491$4,1810.05%
394COOPER COMPANIES INC21664840210,900$4,1790.05%
395AMN HEALTHCARE SERVICES INC00174410138,220$4,1710.05%
396UNITED COMMUNITY BANKS/GAUNTCW166,842$4,1690.05%
397CAPRI HOLDINGS LTDCPRI115,815$4,1570.05%
398BROADCOM INCAVGO4,780$4,1460.05%
399BROWN & BROWN INCBRO59,750$4,1130.05%
400SALESFORCE.COM INCCRM19,350$4,0880.05%
401RUSH ENTERPRISES INC CL ARUSHB67,200$4,0820.05%
402CLOROX COCLX25,625$4,0750.05%
403MCCORMICK & CO NON VTGMKC-V46,715$4,0750.05%
404FMC CORP NEWFMC39,048$4,0740.05%
405FEDERAL SIGNAL CORPFSS63,115$4,0410.05%
406TWO HARBORS INVESTMENT CORP90187B804290,370$4,0300.05%
407ULTRA CLEAN HOLDINGSUCTT103,630$3,9860.05%
408SKYLINE CHAMPION CORPSKY60,680$3,9720.05%
409OTIS WORLDWIDE CORPOTIS43,944$3,9110.04%
410RHRH11,735$3,8680.04%
411BRIGHTSPHERE INVESTMENT GROUP PLCAAMI184,092$3,8570.04%
412MERCK & CO. INC.MRK33,350$3,8480.04%
413HOLOGIC INCHOLX47,394$3,8370.04%
414ARTISAN PARTNERS ASSET MGMT CL A04316A10896,675$3,8000.04%
415SALESFORCE.COM INCCRM17,945$3,7910.04%
416MCCORMICK & CO NON VTGMKC-V43,325$3,7790.04%
417BERKSHIRE HATHAWAY INC CL BBRK-A11,070$3,7750.04%
418MOELIS & CO - CLASS AMC82,775$3,7530.04%
419MONOLITHIC POWER SYSTEMS INC6098391056,910$3,7330.04%
420JP MORGAN CHASE & COVYLD25,480$3,7060.04%
421PENNYMAC MORTGAGE INVESTMENT70931T103273,950$3,6930.04%
422COOPER COMPANIES INC2166484029,615$3,6870.04%
423VERTEX PHARMACEUTICALS INCVRTX10,440$3,6740.04%
424WATTS WATER TECHNOLOGIES-AWTS19,985$3,6720.04%
425ALPHABET INC-CL AGOOG30,475$3,6480.04%
426COTY INC-CL ACOTY295,980$3,6380.04%
427AON PLCAON10,440$3,6040.04%
428AXON ENTERPRISE INCAXON18,408$3,5920.04%
429EXLSERVICE HOLDINGS INCEXLS23,765$3,5900.04%
430SAIA INCSAIA10,470$3,5850.04%
431MFA MORTGAGE INVESTMENTS INC55272X607316,045$3,5520.04%
432NVIDIA CORPNVDA8,330$3,5240.04%
433BERKSHIRE HATHAWAY INC CL BBRK-A10,270$3,5020.04%
434PATTERSON-UTI ENERGY INCPTEN292,250$3,4980.04%
435EQUIFAX INCEFX14,700$3,4590.04%
436VERTEX PHARMACEUTICALS INCVRTX9,685$3,4080.04%
437ALPHABET INC-CL AGOOG28,265$3,3830.04%
438AMEDISYS INC02343610836,645$3,3510.04%
439AON PLCAON9,685$3,3430.04%
440BRIGHTSPHERE INVESTMENT GROUP PLCAAMI159,368$3,3390.04%
441WATSCO INCWSO-B8,730$3,3300.04%
442ARES MANAGEMENT CORP - AARES-PB34,525$3,3260.04%
443EQUITY COMMONWEALTH294628102164,145$3,3260.04%
444HOLOGIC INCHOLX41,041$3,3230.04%
445COCA-COLA CO/THEKO54,880$3,3050.04%
446NVIDIA CORPNVDA7,725$3,2680.04%
447UNITED BANKSHARES INCUNTCW109,946$3,2620.04%
448CISCO SYSTEMS INCCSCO62,495$3,2330.04%
449ABBVIE INCABBV23,910$3,2210.04%
450MERITAGE CORPMTH22,610$3,2170.04%
451JOHNSON & JOHNSONJNJ19,400$3,2110.04%
452NVENT ELECTRIC PLCNVT61,917$3,1990.04%
453VERISK ANALYTICS INCVRSK14,130$3,1940.04%
454APOLLO GLOBAL MANAGEMENT INC03769M10640,999$3,1490.04%
455VERISIGN INCVRSN13,815$3,1220.04%
456AXON ENTERPRISE INCAXON15,938$3,1100.04%
457UNITED PARCEL SERVICE CL BUPS17,345$3,1090.04%
458COGENT COMMUNICATIONS HOLDINGSCCOI46,185$3,1080.04%
459OLD NATL BANCORP680033107220,224$3,0700.03%
460ULTRA BEAUTY INCULTA6,475$3,0470.03%
461WOLVERINE WORLD WIDE INCWWW206,145$3,0280.03%
462UNION PACIFICUNP14,760$3,0200.03%
463JOHNSON & JOHNSONJNJ17,995$2,9790.03%
464NEXSTAR MEDIA GROUP INCNXST17,821$2,9680.03%
465VERISK ANALYTICS INCVRSK13,105$2,9620.03%
466HESS CORPHESM21,750$2,9570.03%
467SCHWEITZER-MAUDUIT INTLMATV194,275$2,9370.03%
468MORGAN STANLEYMS-PQ34,355$2,9340.03%
469VERISIGN INCVRSN12,810$2,8950.03%
470COGENT COMMUNICATIONS HOLDINGSCCOI42,840$2,8830.03%
471BALLYS INCBALL182,710$2,8430.03%
472PIONEER NAT72378710713,675$2,8330.03%
473UNION PACIFICUNP13,695$2,8020.03%
474CADENCE BANK12740C103141,943$2,7880.03%
475GRAY TELEVISION INCGTN-A353,410$2,7850.03%
476NVENT ELECTRIC PLCNVT53,798$2,7800.03%
477MURPHY OIL USA INCMUR71,275$2,7300.03%
478CROWN CORK & SEAL CO INCCCK30,948$2,6880.03%
479KEYSIGHT TECHNOLOGIES INKEYS15,939$2,6690.03%
480ULTRA BEAUTY INCULTA5,615$2,6420.03%
481OASIS PETROLEUM INCCHRD17,090$2,6280.03%
482PFIZER INCPFE71,085$2,6070.03%
483CHEMED CORPCHE4,800$2,6000.03%
484CENTENNIAL RESOURCE DEVELO-APR235,475$2,5810.03%
485NEXSTAR MEDIA GROUP INCNXST15,454$2,5740.03%
486DUKE ENERGY CORPDUKB28,650$2,5710.03%
487HESS CORPHESM18,780$2,5530.03%
488DIAMONDBACK ENERGY INCFANG19,426$2,5520.03%
489AMN HEALTHCARE SERVICES INC00174410123,275$2,5400.03%
490CUMMINS INCCMI10,200$2,5010.03%
491PIONEER NAT72378710711,845$2,4540.03%
492TWO HARBORS INVESTMENT CORP90187B804176,610$2,4510.03%
493CRANE CO-W/ICR27,473$2,4480.03%
494SKYLINE CHAMPION CORPSKY36,995$2,4210.03%
495CHEMED CORPCHE4,450$2,4100.03%
496KOSMOS ENERGY LTDKOS393,270$2,3560.03%
497HOME DEPOTHD7,575$2,3530.03%
498CROWN CORK & SEAL CO INCCCK26,814$2,3290.03%
499ANTERO RESOURCES CORPAR100,460$2,3140.03%
500KEYSIGHT TECHNOLOGIES INKEYS13,809$2,3120.03%