| Deere(DE.US) | 3.38 | 698,326 |
| Fastenal(FAST.US) | 3.36 | 9,216,012 |
| Emerson Electric(EMR.US) | 3.32 | 2,940,116 |
| Nucor(NUE.US) | 3.26 | 1,763,617 |
| Parker Hannifin(PH.US) | 3.13 | 431,470 |
| Union Pacific(UNP.US) | 3.11 | 1,397,665 |
| Norfolk Southern(NSC.US) | 3.10 | 1,220,157 |
| Eaton(ETN.US) | 3.05 | 1,026,143 |
| CRH(CRH.US) | 3.03 | 4,346,302 |
| CSX(CSX.US) | 3.01 | 8,053,767 |
| Quanta Services(PWR.US) | 2.93 | 651,543 |
| Trane Technologies(TT.US) | 2.92 | 888,094 |
| Rockwell Automation(ROK.US) | 2.90 | 924,751 |
| United Rentals(URI.US) | 2.87 | 373,775 |
| Sempra(SRE.US) | 2.75 | 4,551,732 |
| Howmet Aerospace(HWM.US) | 2.69 | 1,483,924 |
| Vulcan Materials(VMC.US) | 2.06 | 1,032,691 |
| Steel Dynamics(STLD.US) | 1.98 | 1,147,590 |
| EMCOR Group(EME.US) | 1.93 | 354,197 |
| Martin Marietta Materials(MLM.US) | 1.83 | 478,592 |
| ATI(ATI.US) | 1.64 | 1,087,877 |
| Amrize(AMRZ.US) | 1.43 | 4,406,110 |
| Hubbell(HUBB.US) | 1.41 | 421,223 |
| Carpenter Technology(CRS.US) | 1.40 | 396,067 |
| Woodward, Inc.(WWD.US) | 1.19 | 474,927 |
| Reliance(RS.US) | 1.15 | 406,155 |
| MasTec(MTZ.US) | 1.12 | 629,812 |
| Fortive(FTV.US) | 1.06 | 2,426,155 |
| Jacobs Solutions(J.US) | 1.04 | 939,726 |
| IDEX Corp.(IEX.US) | 1.00 | 589,080 |
| WESCO International(WCC.US) | 0.98 | 388,306 |
| RBC Bearings(RBC.US) | 0.92 | 252,146 |
| Lincoln Electric(LECO.US) | 0.91 | 436,798 |
| Sterling Infrastructure(STRL.US) | 0.85 | 244,633 |
| Carlisle(CSL.US) | 0.83 | 322,560 |
| Trimble(TRMB.US) | 0.82 | 1,855,172 |
| Mueller Industries, Inc.(MLI.US) | 0.81 | 1,762,779 |
| Alcoa(AA.US) | 0.78 | 2,103,606 |
| RPM International(RPM.US) | 0.78 | 1,017,327 |
| Graco(GGG.US) | 0.74 | 1,288,852 |
| Crane(CR.US) | 0.70 | 460,390 |
| Regal Rexnord(RRX.US) | 0.62 | 530,576 |
| Advanced Drainage(WMS.US) | 0.61 | 611,034 |
| Acuity(AYI.US) | 0.59 | 238,696 |
| SPX Technologies(SPXC.US) | 0.58 | 399,066 |
| Pentair(PNR.US) | 0.57 | 1,286,106 |
| Westlake(WLK.US) | 0.57 | 1,019,586 |
| Tetra Tech(TTEK.US) | 0.55 | 2,065,499 |
| Valmont Industries(VMI.US) | 0.54 | 154,709 |
| Dycom(DY.US) | 0.52 | 239,455 |
| AECOM(ACM.US) | 0.51 | 1,022,737 |
| Forgent(FPS.US) | 0.49 | 2,188,306 |
| Zurn Elkay(ZWS.US) | 0.47 | 1,328,095 |
| Commercial Metals Co.(CMC.US) | 0.44 | 881,906 |
| Terex(TEX.US) | 0.43 | 910,380 |
| Builders FirstSource(BLDR.US) | 0.42 | 857,475 |
| Arcosa(ACA.US) | 0.42 | 390,159 |
| Atkore(ATKR.US) | 0.40 | 583,266 |
| Cleveland-Cliffs(CLF.US) | 0.39 | 4,547,090 |
| Preformed Line Products(PLPC.US) | 0.39 | 130,701 |
| Powell Industries, Inc.(POWL.US) | 0.39 | 290,461 |
| Exponent(EXPO.US) | 0.37 | 709,175 |
| Columbus Mckinnon(CMCO.US) | 0.36 | 2,743,221 |
| Badger Meter(BMI.US) | 0.35 | 345,234 |
| Argan(AGX.US) | 0.35 | 111,842 |
| Eagle Materials Inc.(EXP.US) | 0.35 | 246,290 |
| Everus Construction Group(ECG.US) | 0.35 | 406,796 |
| DNOW(DNOW.US) | 0.35 | 2,953,716 |
| United States Lime & Minerals(USLM.US) | 0.35 | 399,357 |
| Titan Machinery(TITN.US) | 0.34 | 2,244,617 |
| DXP Enterprises, Inc.(DXPE.US) | 0.34 | 243,731 |
| CSW Industrials(CSW.US) | 0.34 | 146,768 |
| Calix(CALX.US) | 0.34 | 1,189,008 |
| Construction Partners(ROAD.US) | 0.32 | 409,558 |
| Gibraltar(ROCK.US) | 0.32 | 959,971 |
| Tutor Perini(TPC.US) | 0.32 | 486,055 |
| Wabash National(WNC.US) | 0.32 | 3,203,062 |
| Granite Construction(GVA.US) | 0.31 | 348,709 |
| Louisiana-Pacific(LPX.US) | 0.31 | 590,568 |
| Century Aluminum(CENX.US) | 0.31 | 918,909 |
| MDU Resources(MDU.US) | 0.30 | 2,010,869 |
| Herc Holdings(HRI.US) | 0.30 | 266,235 |
| Gorman-Rupp(GRC.US) | 0.30 | 535,133 |
| Metallus(MTUS.US) | 0.30 | 2,063,966 |
| Minerals Technologies Inc.(MTX.US) | 0.30 | 581,077 |
| Mueller Water Products(MWA.US) | 0.30 | 1,709,436 |
| Insteel Industries(IIIN.US) | 0.29 | 1,317,671 |
| Greenbrier Companies(GBX.US) | 0.28 | 825,122 |
| Titan America(TTAM.US) | 0.28 | 2,508,870 |
| Ryerson Holding(RYZ.US) | 0.27 | 1,431,583 |
| SOLV Energy(MWH.US) | 0.27 | 1,423,705 |
| MYR Group, Inc.(MYRG.US) | 0.27 | 124,121 |
| Custom Truck One Source(CTOS.US) | 0.27 | 3,915,563 |
| NWPX Infrastructure(NWPX.US) | 0.26 | 320,899 |
| Knife River(KNF.US) | 0.26 | 548,608 |
| Primoris Services(PRIM.US) | 0.25 | 470,063 |
| Trinity Industries Inc.(TRN.US) | 0.25 | 1,156,747 |
| Legence(LGN.US) | 0.24 | 612,785 |
| Astec Industries, Inc.(ASTE.US) | 0.24 | 757,839 |
| Centuri(CTRI.US) | 0.23 | 1,538,494 |
| CASH | 0.06 | 8,401,537 |
| OTHER PAYABLE & RECEIVABLES | 0.05 | 6,801,987 |