STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
6.1%
Top 10 weight
18.4%
Voting Authority Distribution
Total shares with voting rights: 16.24M
Full voting authority
10.27M
shares
Joint voting authority
0.00
shares
No voting authority
5.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Hexcel CorpSOLE | COM | 158.73K | SH | $15.88M 2.10% | 92.15K | 0.00 | 66.58K |
Allegro Microsystems IncSOLE | COM | 227.78K | SH | $15.86M 2.10% | 132.86K | 0.00 | 94.92K |
Onto Innovation IncSOLE | COM | 38.28K | SH | $14.49M 1.92% | 24.92K | 0.00 | 13.36K |
Semtech CorpSOLE | COM | 88.04K | SH | $14.25M 1.89% | 55.96K | 0.00 | 32.08K |
CECO Environmental CorpSOLE | COM | 152.07K | SH | $13.80M 1.83% | 94.20K | 0.00 | 57.88K |
Applied Industrial Technologies IncSOLE | COM | 39.71K | SH | $13.43M 1.78% | 24.74K | 0.00 | 14.97K |
Herc Holdings IncSOLE | COM | 90.20K | SH | $12.93M 1.71% | 56.07K | 0.00 | 34.13K |
Fulton Financial CorpSOLE | COM | 530.77K | SH | $12.84M 1.70% | 323.30K | 0.00 | 207.48K |
Alignment Healthcare IncSOLE | COM | 527.46K | SH | $12.56M 1.66% | 330.97K | 0.00 | 196.49K |
Mirion Technologies IncSOLE | COM | 696.05K | SH | $12.48M 1.65% | 431K | 0.00 | 265.04K |
JFrog LtdSOLE | COM | 131.86K | SH | $11.98M 1.59% | 82.45K | 0.00 | 49.41K |
Commvault Systems IncSOLE | COM | 82.93K | SH | $11.75M 1.56% | 50.96K | 0.00 | 31.97K |
Valmont Industries IncSOLE | COM | 20.24K | SH | $11.69M 1.55% | 12.63K | 0.00 | 7.61K |
Establishment Labs Holdings IncSOLE | COM | 133.81K | SH | $11.48M 1.52% | 85.02K | 0.00 | 48.79K |
AZZ IncSOLE | COM | 70.07K | SH | $10.86M 1.44% | 42.08K | 0.00 | 27.99K |
AngioDynamics IncSOLE | COM | 806.68K | SH | $10.49M 1.39% | 496.14K | 0.00 | 310.54K |
Sensient Technologies CorpSOLE | COM | 83.89K | SH | $10.34M 1.37% | 52.44K | 0.00 | 31.45K |
ESCO Technologies IncSOLE | COM | 28.97K | SH | $10.14M 1.34% | 28.97K | 0.00 | 0.00 |
Repligen CorpSOLE | COM | 74.24K | SH | $10.13M 1.34% | 46.63K | 0.00 | 27.61K |
Advanced Drainage Systems IncSOLE | COM | 64.15K | SH | $10.07M 1.33% | 39.91K | 0.00 | 24.24K |
Glacier Bancorp IncSOLE | COM | 193.83K | SH | $10.00M 1.32% | 111.99K | 0.00 | 81.84K |
Birkenstock Holding plcSOLE | COM | 224.02K | SH | $9.64M 1.28% | 138.21K | 0.00 | 85.81K |
IMAX CorpSOLE | COM | 237.86K | SH | $9.48M 1.26% | 141.64K | 0.00 | 96.22K |
Kodiak Gas Services IncSOLE | COM | 126.14K | SH | $9.48M 1.26% | 126.14K | 0.00 | 0.00 |
Shoals Technologies Group IncSOLE | COM | 948.43K | SH | $9.39M 1.24% | 601.66K | 0.00 | 346.78K |