Q1 2024

  • Added

    BLK - BlackRock, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CMG - Chipotle Mexican Grill, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CRWD - CrowdStrike Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    INTU - Intuit Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    JPM - JP Morgan Chase & Co.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NFLX - Netflix, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NOW - ServiceNow, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PANW - Palo Alto Networks, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    VRTX - Vertex Pharmaceuticals Incorpor

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ZS - Zscaler, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    AX - Axos Financial, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    AYI - Acuity Brands, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    BELFB - Bel Fuse Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    BLD - TopBuild Corp.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CARG - CarGurus, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CRD/A - Crawford & Co

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CVNA - Carvana Co.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    DECK - Deckers Outdoor Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    DFH - Dream Finders Homes, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    EXP - Eagle Materials Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    GBX - Greenbrier Companies, Inc. (The

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    GMS - GMS Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HCI - HCI Group, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HIBB - Hibbett, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HIBB - Hibbett, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HY - Hyster-Yale Materials Handling,

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    IBP - Installed Building Products, In

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    IMGN - ImmunoGen, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    IMGN - ImmunoGen, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    KOP - Koppers Holdings Inc. Koppers H

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MLI - Mueller Industries, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MSTR - MicroStrategy Incorporated

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NBIX - Neurocrine Biosciences, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NEU - NewMarket Corp

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NSIT - Insight Enterprises, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NSSC - NAPCO Security Technologies, In

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    OPFI - OppFi Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PAGS - PagSeguro Digital Ltd.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PBPB - Potbelly Corp

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PLUS - ePlus inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    QLYS - Qualys, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    REX - REX American Resources Corporat

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ROCK - Gibraltar Industries, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SCS - Steelcase Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SEMR - SEMrush Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SEMR - SEMrush Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SHAK - Shake Shack, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SMCI - Super Micro Computer, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SMLR - Semler Scientific Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    SSTK - Shutterstock, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    TAST - Carrols Restaurant Group, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    TPX - Tempur Sealy International, Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    TREE - LendingTree, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    WING - Wingstop Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    WSM - Williams-Sonoma, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    HES - Hess Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CF - CF Industries Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    FTV - Fortive Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    BF-B - Brown Forman Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ON - ON Semiconductor Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    PM - Philip Morris International Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    PYPL - PayPal Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    VLO - Valero Energy Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    PG - Procter & Gamble Company (The)

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    XOM - Exxon Mobil Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q4 2023

  • Added

    HES - Hess Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CAT - Caterpillar, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CAT - Caterpillar, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    EG - Everest Re Group, Ltd.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ODFL - Old Dominion Freight Line, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ORCL - Oracle Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    TDG - Transdigm Group Incorporated Tr

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    V - Visa Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    HON - Honeywell International Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    UNP - Union Pacific Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    DVN - Devon Energy Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    FTNT - Fortinet, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    NOW - ServiceNow, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    VRTX - Vertex Pharmaceuticals Incorpor

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q3 2023

  • Added

    CF - CF Industries Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    FTV - Fortive Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HON - Honeywell International Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    UNP - Union Pacific Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ANET - Arista Networks, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    BKNG - Booking Holdings Inc. Common St

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CRM - Salesforce.com Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    GWW - W.W. Grainger, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    FI - Fiserv, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    OXY - Occidental Petroleum Corporatio

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ULTA - Ulta Beauty, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    KO - Coca-Cola Company (The)

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    MRK - Merck & Company, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    AMGN - Amgen Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    HUM - Humana Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q2 2023

  • Added

    BF-B - Brown Forman Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ON - ON Semiconductor Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PM - Philip Morris International Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PYPL - PayPal Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    DVN - Devon Energy Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    FTNT - Fortinet, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    FI - Fiserv, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    OXY - Occidental Petroleum Corporatio

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ISRG - Intuitive Surgical, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MNST - Monster Beverage Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NOW - ServiceNow, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    VRTX - Vertex Pharmaceuticals Incorpor

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ULTA - Ulta Beauty, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MPC - Marathon Petroleum Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    GD - General Dynamics Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    JCI - Johnson Controls International

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    JPM - JP Morgan Chase & Co.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    MRO - Marathon Oil Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    NUE - Nucor Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    OMC - Omnicom Group Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    EOG - EOG Resources, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    UNH - UnitedHealth Group Incorporated

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    AMT - American Tower Corporation (REI

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q1 2023

  • Added

    VLO - Valero Energy Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    KO - Coca-Cola Company (The)

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MRK - Merck & Company, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    GD - General Dynamics Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    JCI - Johnson Controls International

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    JPM - JP Morgan Chase & Co.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MRO - Marathon Oil Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    NUE - Nucor Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    OMC - Omnicom Group Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CDNS - Cadence Design Systems, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CF - CF Industries Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    FCX - Freeport-McMoRan, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    LIN - Linde plc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ORLY - O'Reilly Automotive, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    AZO - AutoZone, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    GPC - Genuine Parts Company

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ALL - Allstate Corporation (The)

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    AVGO - Broadcom Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CCI - Crown Castle Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    EXR - Extra Space Storage Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    QCOM - QUALCOMM Incorporated

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CVX - Chevron Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q4 2022

  • Added

    AMGN - Amgen Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    HUM - Humana Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    EOG - EOG Resources, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    UNH - UnitedHealth Group Incorporated

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CF - CF Industries Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    FCX - Freeport-McMoRan, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    LIN - Linde plc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ORLY - O'Reilly Automotive, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    PSX - Phillips 66

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ABT - Abbott Laboratories

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    BIIB - Biogen Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ISRG - Intuitive Surgical, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    MRNA - Moderna, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    REGN - Regeneron Pharmaceuticals, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q3 2022

  • Added

    AZO - AutoZone, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    GPC - Genuine Parts Company

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ABT - Abbott Laboratories

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    BIIB - Biogen Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ISRG - Intuitive Surgical, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    MRNA - Moderna, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    REGN - Regeneron Pharmaceuticals, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    META - Meta Platforms, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CINF - Cincinnati Financial Corporatio

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CB - Chubb Limited

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CF - CF Industries Holdings, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    WRB - W.R. Berkley Corporation

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    PSX - Phillips 66

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    QRVO - Qorvo, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

Q2 2022

  • Added

    AMT - American Tower Corporation (REI

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    ALL - Allstate Corporation (The)

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    AVGO - Broadcom Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CCI - Crown Castle Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    EXR - Extra Space Storage Inc

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    QCOM - QUALCOMM Incorporated

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Added

    CINF - Cincinnati Financial Corporatio

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    CMI - Cummins Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    GL - Globe Life Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    ORLY - O'Reilly Automotive, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    PCAR - PACCAR Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity

  • Removed

    VRSN - VeriSign, Inc.

    • Value / Growth Tilt
    • Seasonality
    • PMI Recovery

    • Millennials
    • AI / Automation
    • Asset Intensity