| Parker-Hannifin Corp |
PH
|
78 080 |
5.2 |
93 |
| Caterpillar Inc |
CAT
|
76 509 |
5.1 |
139 |
| Deere & Co |
DE
|
73 573 |
4.9 |
151 |
| Emerson Electric Co |
EMR
|
67 571 |
4.5 |
527 |
| Union Pacific Corp |
UNP
|
67 413 |
4.5 |
298 |
| Norfolk Southern Corp |
NSC
|
67 278 |
4.4 |
235 |
| CRH PLC |
CRH
|
65 098 |
4.3 |
591 |
| CSX Corp |
CSX
|
64 309 |
4.3 |
1 876 |
| Quanta Services Inc |
PWR
|
63 662 |
4.2 |
148 |
| United Rentals Inc |
URI
|
52 000 |
3.4 |
65 |
| Fastenal Co |
FAST
|
46 096 |
3.0 |
1 155 |
| WW Grainger Inc |
GWW
|
41 894 |
2.8 |
44 |
| Vulcan Materials Co |
VMC
|
37 705 |
2.5 |
131 |
| Martin Marietta Materials Inc |
MLM
|
36 793 |
2.4 |
61 |
| Nucor Corp |
NUE
|
35 192 |
2.3 |
231 |
| Westinghouse Air Brake Technologies Corp |
WAB
|
34 237 |
2.3 |
171 |
| Xylem Inc/NY |
XYL
|
34 114 |
2.3 |
243 |
| Comfort Systems USA Inc |
FIX
|
31 292 |
2.1 |
35 |
| EMCOR Group Inc |
EME
|
25 589 |
1.7 |
44 |
| Dover Corp |
DOV
|
24 966 |
1.6 |
136 |
| Steel Dynamics Inc |
STLD
|
21 984 |
1.5 |
139 |
| Carpenter Technology Corp |
CRS
|
15 780 |
1.0 |
51 |
| Jacobs Solutions Inc |
J
|
14 937 |
1.0 |
116 |
| Graco Inc |
GGG
|
14 399 |
1.0 |
175 |
| Reliance Inc |
RS
|
14 307 |
0.9 |
52 |
| IDEX Corp |
IEX
|
13 652 |
0.9 |
80 |
| AECOM |
ACM
|
13 354 |
0.9 |
129 |
| ATI Inc |
ATI
|
13 023 |
0.9 |
135 |
| Carlisle Cos Inc |
CSL
|
12 992 |
0.9 |
42 |
| API Group Corp |
APG
|
11 905 |
0.8 |
323 |
| WESCO International Inc |
WCC
|
11 573 |
0.8 |
46 |
| Mueller Industries Inc |
MLI
|
11 191 |
0.7 |
105 |
| Builders FirstSource Inc |
BLDR
|
10 771 |
0.7 |
106 |
| Alcoa Corp |
AA
|
9 993 |
0.7 |
275 |
| Applied Industrial Technologies Inc |
AIT
|
9 956 |
0.7 |
40 |
| Donaldson Co Inc |
DCI
|
9 820 |
0.6 |
112 |
| Dycom Industries Inc |
DY
|
9 794 |
0.6 |
30 |
| Sterling Infrastructure Inc |
STRL
|
9 768 |
0.6 |
31 |
| Pool Corp |
POOL
|
9 599 |
0.6 |
40 |
| SPX Technologies Inc |
SPXC
|
9 410 |
0.6 |
46 |
| Advanced Drainage Systems Inc |
WMS
|
9 392 |
0.6 |
64 |
| Oshkosh Corp |
OSK
|
8 604 |
0.6 |
70 |
| Owens Corning |
OC
|
8 441 |
0.6 |
81 |
| Crane Co |
CR
|
8 407 |
0.6 |
47 |
| Valmont Industries Inc |
VMI
|
8 258 |
0.5 |
21 |
| Tetra Tech Inc |
TTEK
|
8 196 |
0.5 |
248 |
| Eagle Materials Inc |
EXP
|
7 340 |
0.5 |
35 |
| Fluor Corp |
FLR
|
7 249 |
0.5 |
181 |
| Zurn Elkay Water Solutions Corp |
ZWS
|
7 226 |
0.5 |
155 |
| Watts Water Technologies Inc |
WTS
|
7 084 |
0.5 |
26 |
| Simpson Manufacturing Co Inc |
SSD
|
6 835 |
0.5 |
42 |
| IES Holdings Inc |
IESC
|
6 681 |
0.4 |
18 |
| Modine Manufacturing Co |
MOD
|
6 579 |
0.4 |
46 |
| Ryder System Inc |
R
|
6 393 |
0.4 |
38 |
| Commercial Metals Co |
CMC
|
6 228 |
0.4 |
105 |
| AGCO Corp |
AGCO
|
6 148 |
0.4 |
58 |
| UFP Industries Inc |
UFPI
|
5 945 |
0.4 |
65 |
| Cleveland-Cliffs Inc |
CLF
|
5 611 |
0.4 |
501 |
| Arcosa Inc |
ACA
|
5 225 |
0.3 |
51 |
| Argan Inc |
AGX
|
5 029 |
0.3 |
15 |
| Southwest Gas Holdings Inc |
SWX
|
4 906 |
0.3 |
61 |
| Champion Homes Inc |
SKY
|
4 898 |
0.3 |
60 |
| Construction Partners Inc |
ROAD
|
4 855 |
0.3 |
48 |
| Vontier Corp |
VNT
|
4 779 |
0.3 |
137 |
| Granite Construction Inc |
GVA
|
4 777 |
0.3 |
46 |
| Enpro Inc |
NPO
|
4 529 |
0.3 |
21 |
| MSC Industrial Direct Co Inc |
MSM
|
4 052 |
0.3 |
46 |
| Cavco Industries Inc |
CVCO
|
4 013 |
0.3 |
7 |
| Knife River Corp |
KNF
|
3 956 |
0.3 |
56 |
| Herc Holdings Inc |
HRI
|
3 963 |
0.3 |
30 |
| Mueller Water Products Inc |
MWA
|
3 844 |
0.3 |
162 |
| Verra Mobility Corp |
VRRM
|
3 690 |
0.2 |
173 |
| Trex Co Inc |
TREX
|
3 508 |
0.2 |
113 |
| MYR Group Inc |
MYRG
|
3 257 |
0.2 |
16 |
| AZZ Inc |
AZZ
|
3 184 |
0.2 |
31 |
| Terex Corp |
TEX
|
3 030 |
0.2 |
70 |
| First American Treasury Obligations Fund 01/01/2040 |
FXFXX
|
2 919 |
0.2 |
2 919 |
| Boise Cascade Co |
BCC
|
2 875 |
0.2 |
40 |
| Tutor Perini Corp |
TPC
|
2 803 |
0.2 |
46 |
| DNOW Inc |
DNOW
|
2 648 |
0.2 |
198 |
| Atkore Inc |
ATKR
|
2 462 |
0.2 |
40 |
| Trinity Industries Inc |
TRN
|
2 218 |
0.1 |
86 |
| Helios Technologies Inc |
HLIO
|
1 823 |
0.1 |
35 |
| Century Aluminum Co |
CENX
|
1 485 |
0.1 |
55 |
| Gibraltar Industries Inc |
ROCK
|
1 470 |
0.1 |
31 |
| Kaiser Aluminum Corp |
KALU
|
1 468 |
0.1 |
16 |
| Greenbrier Cos Inc/The |
GBX
|
1 346 |
0.1 |
31 |
| United States Lime & Minerals Inc |
USLM
|
1 308 |
0.1 |
11 |
| Cash & Other |
Cash&Other
|
1 266 |
0.1 |
1 266 |
| Lindsay Corp |
LNN
|
1 239 |
0.1 |
11 |
| DXP Enterprises Inc/TX |
DXPE
|
1 155 |
0.1 |
13 |
| Worthington Steel Inc |
WS
|
1 120 |
0.1 |
35 |
| Astec Industries Inc |
ASTE
|
961 |
0.1 |
23 |
| Janus International Group Inc |
JBI
|
864 |
0.1 |
146 |
| Apogee Enterprises Inc |
APOG
|
811 |
0.1 |
23 |
| Great Lakes Dredge & Dock Corp |
GLDD
|
806 |
0.1 |
68 |
| Ryerson Holding Corp |
RYI
|
581 |
0.0 |
27 |
| NPK International Inc |
NPKI
|
518 |
0.0 |
45 |
| Thermon Group Holdings Inc |
THR
|
508 |
0.0 |
15 |
| Insteel Industries Inc |
IIIN
|
306 |
0.0 |
10 |
| ASP Isotopes Inc |
ASPI
|
238 |
0.0 |
40 |