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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

Epoch Investment Partners, Inc.

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001172661-23-000804

Total Value
$16.77B
Positions
906
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,227,389$294.4M1.79%
2BERKSHIRE HATHAWAY INC DELBRK-A576,959$178.2M1.08%
3UNITEDHEALTH GROUP INCUNH333,162$176.6M1.07%
4T-MOBILE US INCTMUSZ1,183,845$165.7M1.01%
5RAYTHEON TECHNOLOGIES CORPRTX1,564,034$157.8M0.96%
6BROADCOM INCAVGO263,850$147.5M0.89%
7INTERNATIONAL BUSINESS MACHSINTR1,026,274$144.6M0.88%
8CHEVRON CORP NEWCVX773,707$138.9M0.84%
9APPLE INCAAPL1,024,341$133.1M0.81%
10NEXTERA ENERGY INCNEE-PW1,567,659$131.1M0.79%
11ABBVIE INCABBV783,605$126.6M0.77%
12CENTENE CORP DELCNC1,539,142$126.2M0.77%
13TEXAS INSTRS INC882508104753,438$124.5M0.75%
14LINDE PLCLIN375,702$122.5M0.74%
15BANK AMERICA CORP0605051043,688,901$122.2M0.74%
16CISCO SYS INCCSCO2,528,442$120.5M0.73%
17JPMORGAN CHASE & COVYLD894,268$119.9M0.73%
18COCA-COLA EUROPACIFIC PARTNECCEP2,039,937$112.8M0.68%
19ALPHABET INCGOOG1,247,117$110.7M0.67%
20CVS HEALTH CORPCVS1,182,277$110.2M0.67%
21KLA CORPKLAC285,006$107.5M0.65%
22ANALOG DEVICES INCADI638,730$104.8M0.64%
23METLIFE INCMET-PF1,417,488$102.6M0.62%
24MODERNA INCMRNA550,650$98.9M0.60%
25THERMO FISHER SCIENTIFIC INCTMO178,687$98.4M0.60%
26VERTEX PHARMACEUTICALS INCVRTX335,580$96.9M0.59%
27KEYCORP4932671085,466,641$95.2M0.58%
28RESTAURANT BRANDS INTL INC76131D1031,430,166$92.5M0.56%
29PHILIP MORRIS INTL INC718172109908,331$91.9M0.56%
30PFIZER INCPFE1,753,465$89.8M0.54%
31BROADCOM INCAVGO157,782$88.2M0.54%
32ASTRAZENECA PLCAZN1,284,920$87.1M0.53%
33LILLY ELI & COLLY237,001$86.7M0.53%
34META PLATFORMS INCMETA718,208$86.4M0.52%
35IRON MTN INC DEL46284V1011,651,681$82.3M0.50%
36JOHNSON & JOHNSONJNJ460,954$81.4M0.49%
37AMERICAN ELEC PWR CO INC025537101847,416$80.5M0.49%
38HUMANA INCHUM150,775$77.2M0.47%
39MERCK & CO INCMRK695,549$77.2M0.47%
40CUMMINS INCCMI314,993$76.3M0.46%
41LIBERTY MEDIA CORP DELFWONB1,928,095$75.8M0.46%
42UNITEDHEALTH GROUP INCUNH142,672$75.6M0.46%
43DEERE & CODE176,271$75.6M0.46%
44SALESFORCE INCCRM566,937$75.2M0.46%
45EMERSON ELEC COEMR776,548$74.6M0.45%
46ANALOG DEVICES INCADI450,858$74.0M0.45%
47AIR PRODS & CHEMS INCAIIR239,132$73.7M0.45%
48LYONDELLBASELL INDUSTRIES NLYB876,836$72.8M0.44%
49ABBVIE INCABBV449,544$72.7M0.44%
50COSTCO WHSL CORP NEW22160K105158,609$72.4M0.44%
51MSC INDL DIRECT INC553530106881,484$72.0M0.44%
52MEDTRONIC PLCMDT926,436$72.0M0.44%
53MICROSOFT CORPMSFT298,658$71.6M0.43%
54HOME DEPOT INCHD226,174$71.4M0.43%
55AT&T INCT-PC3,872,597$71.3M0.43%
56BERKSHIRE HATHAWAY INC DELBRK-A151$70.8M0.43%
57STARBUCKS CORPSBUX706,186$70.1M0.42%
58EVERGY INCEVRG1,108,220$69.7M0.42%
59JPMORGAN CHASE & COVYLD512,970$68.8M0.42%
60METLIFE INCMET-PF943,999$68.3M0.41%
61ALPHABET INCGOOG755,144$66.6M0.40%
62WESTERN ALLIANCE BANCORPWAL-PA1,113,437$66.3M0.40%
63YUM BRANDS INCYUM515,156$66.0M0.40%
64INTERNATIONAL BUSINESS MACHSINTR458,533$64.6M0.39%
65COCA-COLA EUROPACIFIC PARTNECCEP1,139,945$63.1M0.38%
66WALMART INCWMT444,188$63.0M0.38%
67LINDE PLCLIN189,487$61.8M0.37%
68LAZARD LTDLAZ1,762,876$61.1M0.37%
69CISCO SYS INCCSCO1,273,857$60.7M0.37%
70MEDTRONIC PLCMDT772,274$60.0M0.36%
71EVEREST RE GROUP LTDEG180,338$59.7M0.36%
72AMERICAN ELEC PWR CO INC025537101628,847$59.7M0.36%
73KEYCORP4932671083,423,625$59.6M0.36%
74CUMMINS INCCMI245,731$59.5M0.36%
75CHEVRON CORP NEWCVX326,413$58.6M0.36%
76BANK AMERICA CORP0605051041,742,794$57.7M0.35%
77MONSTER BEVERAGE CORP NEWMNST565,168$57.4M0.35%
78REALTY INCOME CORPO902,181$57.2M0.35%
79DANAHER CORPORATION235851102214,759$57.0M0.35%
80UNIVERSAL HLTH SVCS INC913903100403,346$56.8M0.34%
81VISA INCV271,561$56.4M0.34%
82MORGAN STANLEYMS-PQ663,505$56.4M0.34%
83SYNOPSYS INCSNPS176,527$56.4M0.34%
84APPLIED MATLS INC038222105575,233$56.0M0.34%
85GILEAD SCIENCES INCGILD651,957$56.0M0.34%
86KLA CORPKLAC148,296$55.9M0.34%
87EMERSON ELEC COEMR581,540$55.9M0.34%
88DOW INCDOW1,095,024$55.2M0.33%
89MEDPACE HLDGS INCMEDP258,653$54.9M0.33%
90MERCK & CO INCMRK495,098$54.9M0.33%
91TRUIST FINL CORP89832Q1091,267,023$54.5M0.33%
92HASBRO INCHAS891,163$54.4M0.33%
93MICROSOFT CORPMSFT222,537$53.4M0.32%
94CASEYS GEN STORES INC147528103237,204$53.2M0.32%
95TAIWAN SEMICONDUCTOR MFG LTD874039100713,816$53.2M0.32%
96US BANCORP DELUSB-PS1,205,623$52.6M0.32%
97WP CAREY INC92936U109669,180$52.3M0.32%
98PAYCHEX INCPAYX447,108$51.7M0.31%
99NEXTERA ENERGY INCNEE-PW617,354$51.6M0.31%
100LILLY ELI & COLLY140,954$51.6M0.31%
101BERRY GLOBAL GROUP INC08579W103845,504$51.1M0.31%
102ZOETIS INCZTS347,039$50.9M0.31%
103UNITED THERAPEUTICS CORP DELUTHR182,839$50.8M0.31%
104ENTERPRISE PRODS PARTNERS L2937921072,104,735$50.8M0.31%
105DECKERS OUTDOOR CORPDECK126,503$50.5M0.31%
106US BANCORP DELUSB-PS1,153,724$50.3M0.31%
107EATON CORP PLCETN320,541$50.3M0.31%
108JOHNSON & JOHNSONJNJ284,098$50.2M0.30%
109AMERICAN EXPRESS COAXP338,516$50.0M0.30%
110ENTERGY CORP NEWENO438,624$49.3M0.30%
111UNIVERSAL DISPLAY CORPOLED453,421$49.0M0.30%
112NUTRIEN LTDNTR667,345$48.7M0.30%
113GENERAL ELECTRIC CO369604301580,564$48.6M0.30%
114GENTEX CORPGNTX1,780,223$48.5M0.29%
115WEC ENERGY GROUP INCWEC512,216$48.0M0.29%
116COLUMBIA BKG SYS INC1972361021,585,703$47.8M0.29%
117MASTERCARD INCORPORATEDMA136,822$47.6M0.29%
118WALMART INCWMT332,632$47.2M0.29%
119RAYTHEON TECHNOLOGIES CORPRTX466,578$47.1M0.29%
120BIOGEN INCBIIB169,652$47.0M0.28%
121APPLE INCAAPL360,929$46.9M0.28%
122WORLD WRESTLING ENTMT INC98156Q108675,701$46.3M0.28%
123DROPBOX INCDBX2,066,056$46.2M0.28%
124DANAHER CORPORATION23585140933,697$45.7M0.28%
125OMNICOM GROUP INCOMC547,299$44.6M0.27%
126GALLAGHER ARTHUR J & CO363576109235,733$44.4M0.27%
127FASTENAL COFAST936,573$44.3M0.27%
128NIKE INCNKE375,237$43.9M0.27%
129VMWARE INC928563402357,219$43.9M0.27%
130UNITED PARCEL SERVICE INCUPS250,341$43.5M0.26%
131HASBRO INCHAS711,297$43.4M0.26%
132NETAPP INCNTAP722,329$43.4M0.26%
133PHILIP MORRIS INTL INC718172109424,795$43.0M0.26%
134MARKEL CORPMKL32,521$42.8M0.26%
135VERIZON COMMUNICATIONS INCVZ1,071,078$42.2M0.26%
136TRAVELERS COMPANIES INCTRV223,863$42.0M0.25%
137ENTERPRISE PRODS PARTNERS L2937921071,727,491$41.7M0.25%
138BOEING COBA-PA218,389$41.6M0.25%
139ARISTA NETWORKS INCANET342,100$41.5M0.25%
140NISOURCE INCNI1,513,144$41.5M0.25%
141EATON CORP PLCETN263,783$41.4M0.25%
142ALIGN TECHNOLOGY INCALGN196,096$41.4M0.25%
143JACOBS SOLUTIONS INCJ341,310$41.0M0.25%
144METTLER TOLEDO INTERNATIONALMTD27,923$40.4M0.24%
145EXPEDITORS INTL WASH INC302130109388,226$40.3M0.24%
146LPL FINL HLDGS INC50212V100186,432$40.3M0.24%
147AUTOMATIC DATA PROCESSING INADP168,613$40.3M0.24%
148UNITED PARCEL SERVICE INCUPS231,641$40.3M0.24%
149VAIL RESORTS INCMTN168,870$40.3M0.24%
150AMERIPRISE FINL INC03076C106128,604$40.0M0.24%
151HOME DEPOT INCHD126,704$40.0M0.24%
152LOCKHEED MARTIN CORPLMT80,829$39.3M0.24%
153IRON MTN INC DEL46284V101784,850$39.1M0.24%
154EXXON MOBIL CORPXOM354,019$39.0M0.24%
155CVS HEALTH CORPCVS418,866$39.0M0.24%
156CONSTELLATION BRANDS INCSTZ167,878$38.9M0.24%
157LAM RESEARCH CORPLRCX92,525$38.9M0.24%
158SCHLUMBERGER LTDSLB719,906$38.5M0.23%
159COMCAST CORP NEWCCZ1,089,538$38.1M0.23%
160VENTAS INCVTR844,423$38.0M0.23%
161COCA COLA COKO597,707$38.0M0.23%
162KKR & CO INCKKRT817,566$38.0M0.23%
163WELLS FARGO CO NEW949746101918,759$37.9M0.23%
164FORTINET INCFTNT773,072$37.8M0.23%
165HONEYWELL INTL INC438516106173,642$37.2M0.23%
166PNC FINL SVCS GROUP INC693475105235,287$37.2M0.23%
167COTERRA ENERGY INCCTRA1,511,870$37.1M0.23%
168DONALDSON INCDCI629,834$37.1M0.22%
169UNION PAC CORPUNP178,165$36.9M0.22%
170BOSTON SCIENTIFIC CORPBSX794,838$36.8M0.22%
171LEGGETT & PLATT INCLEG1,139,368$36.7M0.22%
172TEXAS INSTRS INC882508104222,190$36.7M0.22%
173MCDONALDS CORPMCD137,999$36.4M0.22%
174CHEMED CORP NEWCHE70,899$36.2M0.22%
175VIPER ENERGY PARTNERS LPVNOM1,131,241$36.0M0.22%
176AIR PRODS & CHEMS INCAIIR115,720$35.7M0.22%
177AMAZON COM INCAMZN423,643$35.6M0.22%
178ELECTRONIC ARTS INCEA288,885$35.3M0.21%
179VAIL RESORTS INCMTN148,010$35.3M0.21%
180DOMINOS PIZZA INCDPZ101,381$35.1M0.21%
181RESTAURANT BRANDS INTL INC76131D103540,217$34.9M0.21%
182ULTA BEAUTY INCULTA73,403$34.4M0.21%
183RIO TINTO PLCRTNTF481,252$34.3M0.21%
184NVR INCNVR7,372$34.0M0.21%
185COCA COLA COKO532,903$33.9M0.21%
186INTEL CORPINTC1,281,082$33.9M0.21%
187ARTISAN PARTNERS ASSET MGMT04316A1081,139,708$33.8M0.21%
188ENTERGY CORP NEWENO298,768$33.6M0.20%
189OCCIDENTAL PETE CORP674599105532,552$33.5M0.20%
190DUKE ENERGY CORP NEWDUKB325,255$33.5M0.20%
191ACCENTURE PLC IRELANDACN124,925$33.3M0.20%
192OMNICOM GROUP INCOMC405,687$33.1M0.20%
193COLUMBIA BKG SYS INC1972361021,090,834$32.9M0.20%
194APPLE INCAAPL252,527$32.8M0.20%
195ENCOMPASS HEALTH CORPEHC541,588$32.4M0.20%
196NEXSTAR MEDIA GROUP INCNXST183,791$32.2M0.20%
197GRACO INCGGG477,553$32.1M0.19%
198PFIZER INCPFE625,141$32.0M0.19%
199LOCKHEED MARTIN CORPLMT65,764$32.0M0.19%
200PNC FINL SVCS GROUP INC693475105199,712$31.5M0.19%
201BOSTON BEER INCSAM95,650$31.5M0.19%
202WEST PHARMACEUTICAL SVSC INC955306105133,736$31.5M0.19%
203ASTRAZENECA PLCAZN464,154$31.5M0.19%
204TRUIST FINL CORP89832Q109726,724$31.3M0.19%
205EAGLE MATLS INC26969P108231,941$30.8M0.19%
206WINGSTOP INCWING223,141$30.7M0.19%
207TRAVELERS COMPANIES INCTRV163,528$30.7M0.19%
208MARSH & MCLENNAN COS INC571748102182,392$30.2M0.18%
209WELLTOWER INCWELL456,876$29.9M0.18%
210WP CAREY INC92936U109382,376$29.9M0.18%
211WATERS CORP94184810386,822$29.7M0.18%
212TREX CO INCTREX700,532$29.7M0.18%
213PATHWARD FINANCIAL INCCASH688,744$29.7M0.18%
214AXOS FINANCIAL INCAX774,575$29.6M0.18%
215EVERGY INCEVRG453,379$28.5M0.17%
216MSC INDL DIRECT INC553530106348,919$28.5M0.17%
217SITIO ROYALTIES CORP82983N108987,219$28.5M0.17%
218CADENCE DESIGN SYSTEM INCCDNS176,631$28.4M0.17%
219NUTRIEN LTDNTR386,042$28.2M0.17%
220ROLLINS INCROL770,727$28.2M0.17%
221VERIZON COMMUNICATIONS INCVZ705,643$27.8M0.17%
222ALTRIA GROUP INCMO598,775$27.4M0.17%
223HONEYWELL INTL INC438516106125,823$27.0M0.16%
224HUBBELL INCHUBB114,616$26.9M0.16%
225PENNYMAC FINL SVCS INC NEW70932M107474,711$26.9M0.16%
226BERKSHIRE HATHAWAY INC DELBRK-A86,421$26.7M0.16%
227BOOKING HOLDINGS INCBKNG13,235$26.7M0.16%
228TAIWAN SEMICONDUCTOR MFG LTD874039100357,640$26.6M0.16%
229REALTY INCOME CORPO418,284$26.5M0.16%
230MPLX LPMPLXP805,397$26.4M0.16%
231BJS WHSL CLUB HLDGS INC05550J101396,371$26.2M0.16%
232MAGELLAN MIDSTREAM PRTNRS LP559080106521,706$26.2M0.16%
233ADOBE SYSTEMS INCORPORATEDADBE76,441$25.7M0.16%
234COMCAST CORP NEWCCZ733,283$25.6M0.16%
235NICE LTDNCSYF133,153$25.6M0.16%
236AT&T INCT-PC1,379,252$25.4M0.15%
237MPLX LPMPLXP769,674$25.3M0.15%
238VEEVA SYS INCVEEV156,092$25.2M0.15%
239ICON PLCICLR129,643$25.2M0.15%
240EDWARDS LIFESCIENCES CORPEW336,648$25.1M0.15%
241FIDELITY NATL INFORMATION SV31620M106369,261$25.1M0.15%
242DOW INCDOW497,147$25.1M0.15%
243TJX COS INC NEW872540109314,438$25.0M0.15%
244LYONDELLBASELL INDUSTRIES NLYB299,492$24.9M0.15%
245PACCAR INCPCAR251,034$24.8M0.15%
246SIMON PPTY GROUP INC NEW828806109209,521$24.6M0.15%
247PROLOGIS INC.PLDGP217,972$24.6M0.15%
248NMI HLDGS INCNMIH1,158,091$24.2M0.15%
249INTUITIVE SURGICAL INCISRG90,307$24.0M0.15%
250LEGGETT & PLATT INCLEG741,615$23.9M0.14%
251ALPHABET INCGOOG266,248$23.6M0.14%
252WELLTOWER INCWELL345,570$22.7M0.14%
253CARMAX INCKMX371,730$22.6M0.14%
254CITIGROUP INCC-PR497,079$22.5M0.14%
255PEPSICO INCPEP124,165$22.4M0.14%
256PROCTER AND GAMBLE CO742718109145,211$22.0M0.13%
257BRUKER CORPBRKRP320,883$21.9M0.13%
258SKYWORKS SOLUTIONS INCSWKS239,141$21.8M0.13%
259NISOURCE INCNI790,539$21.7M0.13%
260AGILENT TECHNOLOGIES INCA144,281$21.6M0.13%
261AMETEK INCAME154,475$21.6M0.13%
262NETAPP INCNTAP356,296$21.4M0.13%
263DUKE ENERGY CORP NEWDUKB207,698$21.4M0.13%
264MAGELLAN MIDSTREAM PRTNRS LP559080106424,665$21.3M0.13%
265WEC ENERGY GROUP INCWEC226,003$21.2M0.13%
266ABBVIE INCABBV130,423$21.1M0.13%
267TAIWAN SEMICONDUCTOR MFG LTD874039100281,477$21.0M0.13%
268OLD DOMINION FREIGHT LINE INODFL73,552$20.9M0.13%
269OREILLY AUTOMOTIVE INC67103H10724,729$20.9M0.13%
270CUBESMARTCUBE518,186$20.9M0.13%
271MERCK & CO INCMRK187,924$20.9M0.13%
272LAZARD LTDLAZ600,137$20.8M0.13%
273CURTISS WRIGHT CORPCW122,934$20.5M0.12%
274MARATHON OIL CORPMARA735,712$19.9M0.12%
275KIMBELL RTY PARTNERS LP49435R1021,180,138$19.7M0.12%
276SHUTTERSTOCK INCSSTK371,736$19.6M0.12%
277MANHATTAN ASSOCIATES INCMANH160,281$19.5M0.12%
278BROADCOM INCAVGO34,780$19.4M0.12%
279RELIANCE STEEL & ALUMINUM CORS95,647$19.4M0.12%
280UNITEDHEALTH GROUP INCUNH36,320$19.3M0.12%
281CHEVRON CORP NEWCVX107,219$19.2M0.12%
282PROCTER AND GAMBLE CO742718109124,707$18.9M0.11%
283JPMORGAN CHASE & COVYLD140,641$18.9M0.11%
284AMGEN INCAMGN71,770$18.8M0.11%
285APA CORPORATIONAPA403,733$18.8M0.11%
286UBER TECHNOLOGIES INCUBER756,794$18.7M0.11%
287PPG INDS INC693506107142,840$18.0M0.11%
288OLIN CORPOLN337,678$17.9M0.11%
289BLACKROCK INCBLK24,621$17.4M0.11%
290BANK OZK LITTLE ROCK ARKOZKAP433,825$17.4M0.11%
291GENERAL DYNAMICS CORPGD68,332$17.0M0.10%
292SUPERNUS PHARMACEUTICALS INCSUPN474,303$16.9M0.10%
293JOHNSON & JOHNSONJNJ94,542$16.7M0.10%
294IQVIA HLDGS INCIQV79,859$16.4M0.10%
295PARK HOTELS & RESORTS INCPK1,366,451$16.1M0.10%
296MARSH & MCLENNAN COS INC57174810295,455$15.8M0.10%
297DOUGLAS DYNAMICS INCPLOW428,816$15.5M0.09%
298COPART INCCPRT252,687$15.4M0.09%
299HENRY JACK & ASSOC INC42628110186,371$15.2M0.09%
300HINGHAM INSTN SVGS MASS43332310254,360$15.0M0.09%
301TOTALENERGIES SETTE240,998$15.0M0.09%
302MARAVAI LIFESCIENCES HLDGS IMARA1,045,500$15.0M0.09%
303HOME DEPOT INCHD46,502$14.7M0.09%
304AMGEN INCAMGN55,394$14.5M0.09%
305COCA COLA COKO228,147$14.5M0.09%
306CABLE ONE INCCABO20,319$14.5M0.09%
307MACERICH COMAC1,272,245$14.3M0.09%
308METLIFE INCMET-PF195,223$14.1M0.09%
309PEPSICO INCPEP77,615$14.0M0.09%
310MONARCH CASINO & RESORT INCMCRI182,272$14.0M0.08%
311QUALCOMM INCQCOM127,409$14.0M0.08%
312AMCOR PLCAMCCF1,175,023$14.0M0.08%
313ASBURY AUTOMOTIVE GROUP INCABG76,965$13.8M0.08%
314SVB FINANCIAL GROUP78486Q10159,916$13.8M0.08%
315FOX CORPFOX450,954$13.7M0.08%
316AUTOMATIC DATA PROCESSING INADP56,836$13.6M0.08%
317COMCAST CORP NEWCCZ385,468$13.5M0.08%
318EVERSOURCE ENERGYES160,558$13.5M0.08%
319RAMBUS INC DELRMBS372,218$13.3M0.08%
320DIAMOND HILL INVT GROUP INC25264R20771,030$13.1M0.08%
321EAGLE BANCORP INC MDEGBN297,878$13.1M0.08%
322AMEREN CORPAEE145,620$12.9M0.08%
323PAYCHEX INCPAYX111,391$12.9M0.08%
324EMERSON ELEC COEMR133,232$12.8M0.08%
325TORO COTORO112,871$12.8M0.08%
326NEXTERA ENERGY INCNEE-PW152,185$12.7M0.08%
327MIDDLEBY CORPMIDD94,688$12.7M0.08%
328EMCOR GROUP INCEME84,848$12.6M0.08%
329VONTIER CORPORATIONVNT647,061$12.5M0.08%
330ESSENT GROUP LTDESNT317,259$12.3M0.07%
331SOUTHERN MO BANCORP INCSOMN266,996$12.2M0.07%
332BERKSHIRE HATHAWAY INC DELBRK-A39,475$12.2M0.07%
333BLACKBAUD INCBLKB206,415$12.1M0.07%
334LGI HOMES INCLGIH130,474$12.1M0.07%
335LITTELFUSE INCLFUS54,638$12.0M0.07%
336OWENS & MINOR INC NEW690732102615,422$12.0M0.07%
337PATRICK INDS INC703343103198,301$12.0M0.07%
338PACKAGING CORP AMER69515610993,461$12.0M0.07%
339ENOVIS CORPORATIONENOV223,209$11.9M0.07%
340META PLATFORMS INCMETA98,919$11.9M0.07%
341KIMBERLY-CLARK CORPKMB87,604$11.9M0.07%
342SIMPSON MFG INC829073105132,524$11.7M0.07%
343CENTENE CORP DELCNC143,177$11.7M0.07%
344GILEAD SCIENCES INCGILD136,693$11.7M0.07%
345AMERICAN TOWER CORP NEW03027X10054,993$11.7M0.07%
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348CF INDS HLDGS INC125269100133,345$11.4M0.07%
349ENHABIT INCEHAB862,780$11.4M0.07%
350INTEL CORPINTC428,009$11.3M0.07%
351COGNIZANT TECHNOLOGY SOLUTIOCTSH196,384$11.2M0.07%
352MALIBU BOATS INCMBUU210,101$11.2M0.07%
353EXXON MOBIL CORPXOM101,166$11.2M0.07%
354EVERCORE INCEVR102,193$11.1M0.07%
355ALLIANT ENERGY CORPLNT200,374$11.1M0.07%
356AMERICAN ELEC PWR CO INC025537101115,198$10.9M0.07%
357ALTRIA GROUP INCMO238,170$10.9M0.07%
358COMPASS MINERALS INTL INCCOMP265,525$10.9M0.07%
359TARGET CORPTGT72,685$10.8M0.07%
360KRAFT HEINZ COKHC265,427$10.8M0.07%
361AMERICOLD REALTY TRUST INCCOLD380,339$10.8M0.07%
362HALOZYME THERAPEUTICS INCHALO188,354$10.7M0.06%
363ECHOSTAR CORPSATS633,113$10.6M0.06%
364BLACKROCK INCBLK14,817$10.5M0.06%
365BRITISH AMERN TOB PLC110448107262,571$10.5M0.06%
366PHILIP MORRIS INTL INC718172109103,418$10.5M0.06%
367EXP WORLD HLDGS INCEXPI934,888$10.4M0.06%
368CMS ENERGY CORPCMS-PC163,080$10.3M0.06%
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370ANALOG DEVICES INCADI62,734$10.3M0.06%
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372COLGATE PALMOLIVE COCL130,067$10.2M0.06%
373PRICE T ROWE GROUP INCTROW93,578$10.2M0.06%
374VISA INCV49,037$10.2M0.06%
375LINDE PLCLIN31,168$10.2M0.06%
376WASTE MGMT INC DEL94106L10964,356$10.1M0.06%
377CISCO SYS INCCSCO210,801$10.0M0.06%
378XPO INCXPO300,031$10.0M0.06%
379OLLIES BARGAIN OUTLET HLDGS681116109212,344$9.9M0.06%
380LILLY ELI & COLLY27,077$9.9M0.06%
381LOCKHEED MARTIN CORPLMT20,316$9.9M0.06%
382WELLS FARGO CO NEW949746101238,077$9.8M0.06%
383AMAZON COM INCAMZN116,717$9.8M0.06%
384REPUBLIC SVCS INC76075910075,778$9.8M0.06%
385CVS HEALTH CORPCVS104,131$9.7M0.06%
386AMPHENOL CORP NEW032095101125,668$9.6M0.06%
387ALPHABET INCGOOG106,605$9.5M0.06%
388IDEXX LABS INC45168D10423,134$9.4M0.06%
389CME GROUP INCCME54,529$9.2M0.06%
390VANDA PHARMACEUTICALS INCVNDA1,236,709$9.1M0.06%
391IRON MTN INC DEL46284V101183,221$9.1M0.06%
392TAKE-TWO INTERACTIVE SOFTWARTTWO87,229$9.1M0.06%
393PEPSICO INCPEP49,645$9.0M0.05%
394BIOGEN INCBIIB32,289$8.9M0.05%
395PFIZER INCPFE174,406$8.9M0.05%
396AUTODESK INCADSK47,745$8.9M0.05%
397BOEING COBA-PA46,724$8.9M0.05%
398ESAB CORPORATIONESAB189,261$8.9M0.05%
399MEDTRONIC PLCMDT113,042$8.8M0.05%
400EPAM SYS INCEPAM26,506$8.7M0.05%
401UNITED PARCEL SERVICE INCUPS49,567$8.6M0.05%
402CHOICE HOTELS INTL INC16990510675,037$8.5M0.05%
403EMPIRE ST RLTY TR INC2921041061,249,378$8.4M0.05%
404LIBERTY MEDIA CORP DELFWONB212,300$8.3M0.05%
405ENTERPRISE PRODS PARTNERS L293792107344,008$8.3M0.05%
406IHEARTMEDIA INCIHETW1,349,108$8.3M0.05%
407BANK AMERICA CORP060505104248,978$8.2M0.05%
408AUTOMATIC DATA PROCESSING INADP34,132$8.2M0.05%
409SPDR S&P 500 ETF TRSPY21,286$8.1M0.05%
410RUSH ENTERPRISES INCRUSHB155,413$8.1M0.05%
411UNIVERSAL HLTH SVCS INC91390310056,108$7.9M0.05%
412OCCIDENTAL PETE CORP674599105125,413$7.9M0.05%
413KKR & CO INCKKRT169,521$7.9M0.05%
414MCDONALDS CORPMCD29,694$7.8M0.05%
415GALLAGHER ARTHUR J & CO36357610940,785$7.7M0.05%
416SCHLUMBERGER LTDSLB143,034$7.6M0.05%
417NORDSON CORPNDSN31,832$7.6M0.05%
418VERIZON COMMUNICATIONS INCVZ187,782$7.4M0.04%
419BOSTON SCIENTIFIC CORPBSX157,646$7.3M0.04%
420ABBOTT LABSABLZF64,450$7.1M0.04%
421LIBERTY BROADBAND CORPLBRDP92,281$7.0M0.04%
422PNC FINL SVCS GROUP INC69347510543,335$6.8M0.04%
423DANAHER CORPORATION23585110225,224$6.7M0.04%
424NVR INCNVR1,440$6.6M0.04%
425GILEAD SCIENCES INCGILD77,289$6.6M0.04%
426STARBUCKS CORPSBUX65,904$6.5M0.04%
427AMERICAN EXPRESS COAXP44,048$6.5M0.04%
428VENTAS INCVTR142,050$6.4M0.04%
429ETSY INCETSY52,506$6.3M0.04%
430CENTENE CORP DELCNC75,477$6.2M0.04%
431CITIGROUP INCC-PR136,570$6.2M0.04%
432AIR PRODS & CHEMS INCAIIR19,952$6.2M0.04%
433MICROSOFT CORPMSFT25,218$6.0M0.04%
434HOME BANCSHARES INCHOMB262,567$6.0M0.04%
435KLA CORPKLAC15,425$5.8M0.04%
436EVERGY INCEVRG92,067$5.8M0.04%
437BRISTOL-MYERS SQUIBB COCELG-RI79,930$5.8M0.03%
438MODERNA INCMRNA31,656$5.7M0.03%
439INTERNATIONAL BUSINESS MACHSINTR38,971$5.5M0.03%
440CARMAX INCKMX89,625$5.5M0.03%
441ALPHABET INCGOOG61,767$5.4M0.03%
442BIOGEN INCBIIB19,660$5.4M0.03%
443SCHLUMBERGER LTDSLB101,659$5.4M0.03%
444BOEING COBA-PA28,373$5.4M0.03%
445TORONTO DOMINION BK ONTTORO83,344$5.4M0.03%
446COGNEX CORPCGNX113,245$5.3M0.03%
447WESTERN ALLIANCE BANCORPWAL-PA89,563$5.3M0.03%
448GENERAL ELECTRIC CO36960430163,084$5.3M0.03%
449ILLINOIS TOOL WKS INC45230810923,679$5.2M0.03%
450RXO INCRXO300,031$5.2M0.03%
451UNION PAC CORPUNP23,744$4.9M0.03%
452FIDELITY NATL INFORMATION SV31620M10672,147$4.9M0.03%
453TEXAS INSTRS INC88250810429,608$4.9M0.03%
454ALAMO GROUP INCALG34,503$4.9M0.03%
455META PLATFORMS INCMETA40,314$4.9M0.03%
456THERMO FISHER SCIENTIFIC INCTMO8,776$4.8M0.03%
457MARKEL CORPMKL3,598$4.7M0.03%
458LIBERTY MEDIA CORP DELFWONB119,818$4.7M0.03%
459JACOBS SOLUTIONS INCJ38,811$4.7M0.03%
460POOL CORPPOOL15,180$4.6M0.03%
461CONSTELLATION BRANDS INCSTZ19,717$4.6M0.03%
462DIAMONDBACK ENERGY INCFANG33,252$4.5M0.03%
463UNIVERSAL HLTH SVCS INC91390310032,161$4.5M0.03%
464CVS HEALTH CORPCVS47,970$4.5M0.03%
465UNITED THERAPEUTICS CORP DELUTHR15,959$4.4M0.03%
466WELLS FARGO CO NEW949746101107,458$4.4M0.03%
467NISOURCE INCNI161,273$4.4M0.03%
468BOSTON SCIENTIFIC CORPBSX92,176$4.3M0.03%
469TTEC HLDGS INCTTEC96,103$4.2M0.03%
470KKR & CO INCKKRT90,833$4.2M0.03%
471APPLIED MATLS INC03822210542,383$4.1M0.03%
472GALLAGHER ARTHUR J & CO36357610921,691$4.1M0.02%
473AXOS FINANCIAL INCAX106,908$4.1M0.02%
474CASEYS GEN STORES INC14752810317,893$4.0M0.02%
475AIR PRODS & CHEMS INCAIIR12,943$4.0M0.02%
476VENTAS INCVTR86,002$3.9M0.02%
477BANK AMERICA CORP060505104116,506$3.9M0.02%
478MCDONALDS CORPMCD14,623$3.9M0.02%
479BERRY GLOBAL GROUP INC08579W10362,420$3.8M0.02%
480NVR INCNVR791$3.6M0.02%
481CME GROUP INCCME21,538$3.6M0.02%
482DROPBOX INCDBX161,569$3.6M0.02%
483DEERE & CODE8,326$3.6M0.02%
484BLACKROCK INCBLK5,020$3.6M0.02%
485NEXTERA ENERGY PARTNERS LPNEE-PW50,235$3.5M0.02%
486PROCTER AND GAMBLE CO74271810922,877$3.5M0.02%
487ORACLE CORPORCL-PD41,702$3.4M0.02%
488BECTON DICKINSON & COBDX13,160$3.3M0.02%
489DISNEY WALT CO25468710638,414$3.3M0.02%
490COMFORT SYS USA INC19990810428,500$3.3M0.02%
491COTERRA ENERGY INCCTRA132,932$3.3M0.02%
492BJS WHSL CLUB HLDGS INC05550J10148,868$3.2M0.02%
4933M COMMM26,619$3.2M0.02%
494TJX COS INC NEW87254010939,843$3.2M0.02%
495AMCOR PLCAMCCF265,474$3.2M0.02%
496SALESFORCE INCCRM23,490$3.1M0.02%
497PATHWARD FINANCIAL INCCASH69,607$3.0M0.02%
498PENNYMAC FINL SVCS INC NEW70932M10752,358$3.0M0.02%
499PROGRESSIVE CORP74331510322,733$2.9M0.02%
500COLGATE PALMOLIVE COCL37,259$2.9M0.02%