| ^DJI |
Dow Jones Industrial Average |
Equity Index |
– |
$46309.34 |
– |
– |
1.09% |
2.36% |
4.18% |
6.42% |
– |
– |
– |
– |
– |
– |
– |
– |
1992-01-01 |
411 |
2026-03-24 |
| ^GSPC |
S&P 500 |
Equity Index |
– |
$6596.75 |
– |
– |
1.04% |
2.38% |
4.30% |
6.88% |
– |
– |
– |
– |
– |
– |
– |
– |
1962-01-01 |
771 |
2026-03-24 |
| ^NDX |
NASDAQ-100 |
Equity Index |
– |
$24224.28 |
– |
– |
1.63% |
3.52% |
6.74% |
11.37% |
– |
– |
– |
– |
– |
– |
– |
– |
1985-10-01 |
486 |
2026-03-24 |
| ^RUT |
Russell 2000 Index |
Equity Index |
– |
$2502.95 |
– |
– |
1.36% |
3.05% |
5.72% |
9.34% |
– |
– |
– |
– |
– |
– |
– |
– |
1987-09-01 |
463 |
2026-03-24 |
| ^VIX |
CBOE Volatility Index |
Equity Index |
– |
$25.67 |
– |
– |
7.13% |
15.57% |
21.85% |
29.74% |
– |
– |
– |
– |
– |
– |
– |
– |
1992-01-01 |
411 |
2026-03-24 |
| AA |
Alcoa Corporation |
Equity Large Cap |
$14.83B |
$56.21 |
0.71% |
$0.40 |
2.36% |
5.31% |
10.56% |
18.24% |
4.41% |
9.71% |
20.22% |
35.01% |
4.44% |
9.77% |
20.35% |
35.24% |
1962-01-01 |
771 |
2026-03-24 |
| AFRM |
Affirm Holdings, Inc. |
Equity Large Cap |
$15.17B |
$45.55 |
– |
– |
6.09% |
13.19% |
28.79% |
62.61% |
5.30% |
11.67% |
24.29% |
42.06% |
5.33% |
11.74% |
24.43% |
42.32% |
2021-01-01 |
63 |
2026-03-24 |
| ALLY |
Ally Financial Inc. |
Equity Large Cap |
$12.09B |
$39.11 |
3.12% |
$1.20 |
2.38% |
5.17% |
9.56% |
18.45% |
2.61% |
5.74% |
11.95% |
20.70% |
2.71% |
5.98% |
12.44% |
21.55% |
2014-01-01 |
147 |
2026-03-24 |
| ATO |
Atmos Energy Corporation |
Equity Large Cap |
$30.05B |
$181.66 |
2.00% |
$3.61 |
1.45% |
3.03% |
5.67% |
8.14% |
1.07% |
2.35% |
4.89% |
8.48% |
1.45% |
3.19% |
6.65% |
11.51% |
1983-12-01 |
508 |
2026-03-24 |
| BBY |
Best Buy Co., Inc. |
Equity Large Cap |
$13.41B |
$63.85 |
6.05% |
$3.80 |
3.15% |
7.25% |
15.82% |
29.21% |
2.33% |
5.12% |
10.66% |
18.46% |
2.34% |
5.15% |
10.73% |
18.58% |
1985-04-01 |
492 |
2026-03-24 |
| BMRN |
BioMarin Pharmaceutical Inc. |
Equity Large Cap |
$10.51B |
$54.65 |
– |
– |
3.11% |
6.51% |
13.83% |
20.67% |
3.33% |
7.33% |
15.26% |
26.43% |
3.36% |
7.39% |
15.39% |
26.66% |
1999-07-01 |
321 |
2026-03-24 |
| CCL |
Carnival Corporation & plc |
Equity Large Cap |
$35.31B |
$25.50 |
– |
– |
2.73% |
5.89% |
11.68% |
21.24% |
4.85% |
10.67% |
22.20% |
38.46% |
3.51% |
7.73% |
16.08% |
27.86% |
1987-07-01 |
465 |
2026-03-24 |
| CF |
CF Industries Holdings, Inc. |
Equity Large Cap |
$15.74B |
$97.18 |
2.01% |
$2.00 |
2.80% |
6.03% |
11.61% |
20.95% |
2.50% |
5.50% |
11.44% |
19.81% |
2.71% |
5.97% |
12.43% |
21.53% |
2005-08-01 |
247 |
2026-02-22 |
| CHKP |
Check Point Software Technologies Ltd. |
Equity Large Cap |
$16.42B |
$152.91 |
– |
– |
3.10% |
6.75% |
13.18% |
23.52% |
2.54% |
5.59% |
11.63% |
20.15% |
2.66% |
5.86% |
12.20% |
21.14% |
1996-06-01 |
358 |
2026-03-24 |
| CPRT |
Copart, Inc. |
Equity Large Cap |
$32.40B |
$33.48 |
– |
– |
2.35% |
4.96% |
10.49% |
15.79% |
2.26% |
4.99% |
10.38% |
17.98% |
2.48% |
5.46% |
11.36% |
19.68% |
1994-03-01 |
385 |
2026-03-24 |
| DG |
Dollar General Corporation |
Equity Large Cap |
$27.50B |
$124.91 |
1.90% |
$2.36 |
1.83% |
3.89% |
7.75% |
13.74% |
2.44% |
5.38% |
11.20% |
19.40% |
2.57% |
5.66% |
11.78% |
20.41% |
2009-11-01 |
197 |
2026-03-24 |
| DKNG |
DraftKings Inc. |
Equity Large Cap |
$12.07B |
$24.25 |
– |
– |
4.06% |
9.94% |
22.20% |
30.77% |
3.85% |
8.48% |
17.65% |
30.56% |
3.90% |
8.59% |
17.87% |
30.96% |
2019-08-01 |
80 |
2026-03-24 |
| DLTR |
Dollar Tree, Inc. |
Equity Large Cap |
$21.36B |
$107.44 |
– |
– |
2.61% |
5.64% |
10.59% |
17.21% |
2.76% |
6.07% |
12.64% |
21.89% |
3.10% |
6.83% |
14.21% |
24.62% |
1995-03-01 |
373 |
2026-03-24 |
| DTE |
DTE Energy Company |
Equity Large Cap |
$29.65B |
$142.51 |
3.13% |
$4.43 |
1.25% |
2.74% |
5.23% |
8.38% |
1.15% |
2.54% |
5.28% |
9.14% |
1.26% |
2.78% |
5.78% |
10.02% |
1962-01-01 |
771 |
2026-03-24 |
| ED |
Consolidated Edison, Inc. |
Equity Large Cap |
$39.54B |
$109.43 |
3.11% |
$3.40 |
1.25% |
2.80% |
5.77% |
9.28% |
1.45% |
3.20% |
6.66% |
11.53% |
1.51% |
3.32% |
6.91% |
11.97% |
1962-01-01 |
771 |
2026-03-24 |
| EL |
The Estée Lauder Companies Inc. |
Equity Large Cap |
$32.27B |
$89.21 |
1.63% |
$1.40 |
2.05% |
4.45% |
8.58% |
14.71% |
3.76% |
8.27% |
17.21% |
29.81% |
3.76% |
8.27% |
17.21% |
29.81% |
1995-11-01 |
365 |
2026-03-24 |
| ES |
Eversource Energy |
Equity Large Cap |
$25.39B |
$67.61 |
4.51% |
$3.01 |
1.48% |
3.09% |
5.89% |
9.76% |
1.63% |
3.58% |
7.45% |
12.91% |
1.69% |
3.73% |
7.77% |
13.45% |
1973-02-01 |
638 |
2026-03-24 |
| EXAS |
Exact Sciences Corporation |
Equity Large Cap |
$20.03B |
$104.91 |
– |
– |
4.44% |
10.44% |
21.27% |
38.49% |
– |
– |
– |
– |
0.03% |
0.07% |
0.16% |
0.27% |
2001-02-01 |
302 |
2026-03-22 |
| EXPE |
Expedia Group, Inc. |
Equity Large Cap |
$29.00B |
$236.66 |
0.68% |
$1.60 |
2.82% |
6.27% |
12.54% |
21.37% |
3.66% |
8.07% |
16.79% |
29.09% |
3.67% |
8.08% |
16.82% |
29.14% |
2005-07-01 |
249 |
2026-03-24 |
| FISV |
Fiserv, Inc. |
Equity Large Cap |
$30.82B |
$57.30 |
– |
– |
2.15% |
4.38% |
8.31% |
12.54% |
3.78% |
8.31% |
17.31% |
29.97% |
3.84% |
8.45% |
17.58% |
30.46% |
1986-09-01 |
475 |
2026-03-24 |
| FIVE |
Five Below, Inc. |
Equity Large Cap |
$12.71B |
$230.50 |
– |
– |
2.79% |
5.79% |
11.83% |
20.35% |
2.87% |
6.31% |
13.14% |
22.75% |
3.16% |
6.95% |
14.47% |
25.07% |
2012-07-01 |
165 |
2026-03-24 |
| FSLR |
First Solar, Inc. |
Equity Large Cap |
$20.22B |
$188.38 |
– |
– |
3.76% |
8.31% |
16.93% |
30.55% |
3.93% |
8.65% |
18.00% |
31.17% |
3.92% |
8.63% |
17.96% |
31.11% |
2006-11-01 |
233 |
2026-03-24 |
| GH |
Guardant Health, Inc. |
Equity Large Cap |
$11.26B |
$85.85 |
– |
– |
4.30% |
9.71% |
20.78% |
45.35% |
4.12% |
9.07% |
18.89% |
32.72% |
4.10% |
9.03% |
18.79% |
32.54% |
2018-10-01 |
90 |
2026-03-24 |
| GL |
Globe Life Inc. |
Equity Large Cap |
$10.96B |
$137.65 |
0.79% |
$1.08 |
1.98% |
4.32% |
8.36% |
12.47% |
1.98% |
4.37% |
9.09% |
15.75% |
2.16% |
4.75% |
9.90% |
17.14% |
1980-10-01 |
546 |
2026-03-24 |
| GME |
GameStop Corp. |
Equity Large Cap |
$10.30B |
$22.98 |
– |
– |
5.24% |
12.34% |
97.08% |
307.76% |
3.09% |
6.81% |
14.18% |
24.57% |
3.16% |
6.96% |
14.49% |
25.10% |
2002-02-01 |
290 |
2026-03-24 |
| HUBS |
HubSpot, Inc. |
Equity Large Cap |
$13.76B |
$260.95 |
– |
– |
3.13% |
6.98% |
12.80% |
22.09% |
4.61% |
10.15% |
21.14% |
36.61% |
4.65% |
10.24% |
21.32% |
36.92% |
2014-10-01 |
138 |
2026-03-24 |
| LI |
Li Auto Inc. |
Equity Large Cap |
$17.41B |
$17.00 |
– |
– |
4.35% |
9.64% |
22.69% |
38.39% |
2.92% |
6.42% |
13.37% |
23.15% |
3.19% |
7.02% |
14.60% |
25.29% |
2020-07-01 |
69 |
2026-03-24 |
| LNT |
Alliant Energy Corporation |
Equity Large Cap |
$17.86B |
$69.45 |
2.95% |
$2.03 |
1.29% |
2.80% |
5.19% |
8.08% |
1.44% |
3.16% |
6.58% |
11.40% |
1.61% |
3.55% |
7.38% |
12.79% |
1973-05-01 |
635 |
2026-03-24 |
| LUV |
Southwest Airlines Co. |
Equity Large Cap |
$21.01B |
$40.63 |
1.83% |
$0.72 |
2.35% |
5.08% |
9.97% |
19.18% |
3.74% |
8.23% |
17.13% |
29.67% |
3.75% |
8.25% |
17.18% |
29.75% |
1980-01-01 |
555 |
2026-03-24 |
| LVS |
Las Vegas Sands Corp. |
Equity Large Cap |
$36.70B |
$54.28 |
1.98% |
$1.05 |
3.62% |
9.08% |
16.89% |
24.95% |
2.72% |
5.99% |
12.47% |
21.59% |
2.79% |
6.14% |
12.78% |
22.14% |
2004-12-01 |
256 |
2026-03-24 |
| MDB |
MongoDB, Inc. |
Equity Large Cap |
$22.46B |
$275.92 |
– |
– |
4.14% |
9.54% |
17.03% |
30.71% |
3.73% |
8.21% |
17.10% |
29.62% |
3.76% |
8.28% |
17.23% |
29.84% |
2017-10-01 |
102 |
2026-03-24 |
| MGM |
MGM Resorts International |
Equity Large Cap |
$10.24B |
$37.43 |
– |
– |
3.08% |
7.42% |
17.52% |
21.36% |
3.00% |
6.61% |
13.75% |
23.82% |
3.27% |
7.20% |
15.00% |
25.98% |
1988-05-01 |
455 |
2026-03-24 |
| NI |
NiSource Inc. |
Equity Large Cap |
$21.87B |
$45.71 |
2.53% |
$1.14 |
1.46% |
3.10% |
6.09% |
8.74% |
1.56% |
3.44% |
7.17% |
12.42% |
1.80% |
3.97% |
8.26% |
14.31% |
1973-05-01 |
635 |
2026-03-24 |
| NIO |
NIO Inc. |
Equity Large Cap |
$14.57B |
$5.76 |
– |
– |
5.50% |
12.12% |
28.29% |
70.97% |
3.84% |
8.44% |
17.58% |
30.44% |
3.88% |
8.53% |
17.76% |
30.76% |
2018-09-01 |
91 |
2026-03-24 |
| NTRA |
Natera, Inc. |
Equity Large Cap |
$28.14B |
$198.54 |
– |
– |
3.86% |
8.41% |
18.10% |
32.38% |
3.74% |
8.24% |
17.16% |
29.72% |
3.75% |
8.26% |
17.20% |
29.79% |
2015-07-01 |
129 |
2026-03-24 |
| NUE |
Nucor Corporation |
Equity Large Cap |
$36.72B |
$160.46 |
1.39% |
$2.21 |
2.27% |
4.91% |
9.97% |
16.78% |
2.56% |
5.64% |
11.73% |
20.32% |
2.67% |
5.88% |
12.23% |
21.19% |
1980-03-01 |
553 |
2026-03-24 |
| NWSA |
News Corporation |
Equity Large Cap |
$13.75B |
$23.65 |
0.86% |
$0.20 |
1.81% |
3.99% |
8.55% |
13.37% |
1.75% |
3.84% |
8.00% |
13.85% |
2.02% |
4.44% |
9.25% |
16.02% |
2013-06-01 |
153 |
2026-02-22 |
| NYT |
The New York Times Company |
Equity Large Cap |
$13.29B |
$82.06 |
0.89% |
$0.72 |
2.23% |
4.68% |
9.29% |
15.45% |
2.13% |
4.70% |
9.78% |
16.94% |
2.41% |
5.30% |
11.03% |
19.11% |
1973-05-01 |
635 |
2026-03-24 |
| OKTA |
Okta, Inc. |
Equity Large Cap |
$14.32B |
$80.79 |
– |
– |
3.32% |
7.29% |
14.31% |
22.51% |
2.88% |
6.34% |
13.20% |
22.87% |
3.14% |
6.91% |
14.38% |
24.91% |
2017-04-01 |
108 |
2026-03-24 |
| PEG |
Public Service Enterprise Group Incorporated |
Equity Large Cap |
$39.82B |
$79.77 |
3.17% |
$2.52 |
1.40% |
3.05% |
5.72% |
9.37% |
1.91% |
4.20% |
8.74% |
15.14% |
2.19% |
4.82% |
10.04% |
17.39% |
1980-01-01 |
555 |
2026-03-24 |
| PFG |
Principal Financial Group, Inc. |
Equity Large Cap |
$18.98B |
$86.39 |
3.62% |
$3.08 |
2.70% |
5.38% |
11.46% |
13.84% |
2.31% |
5.09% |
10.59% |
18.34% |
2.44% |
5.36% |
11.16% |
19.33% |
2001-10-01 |
294 |
2026-03-24 |
| PINS |
Pinterest, Inc. |
Equity Large Cap |
$12.60B |
$18.95 |
– |
– |
3.88% |
8.43% |
15.02% |
27.31% |
4.36% |
9.59% |
19.97% |
34.59% |
4.33% |
9.53% |
19.85% |
34.38% |
2019-04-01 |
84 |
2026-03-24 |
| PKG |
Packaging Corporation of America |
Equity Large Cap |
$21.34B |
$237.21 |
2.09% |
$5.00 |
1.98% |
4.05% |
7.86% |
11.67% |
1.61% |
3.54% |
7.37% |
12.76% |
1.83% |
4.03% |
8.39% |
14.54% |
2000-01-01 |
314 |
2026-02-22 |
| PNW |
Pinnacle West Capital Corporation |
Equity Large Cap |
$11.83B |
$97.88 |
3.70% |
$3.60 |
1.70% |
3.65% |
7.92% |
10.33% |
1.70% |
3.74% |
7.78% |
13.48% |
1.85% |
4.07% |
8.48% |
14.69% |
1973-02-01 |
638 |
2026-03-24 |
| RBLX |
Roblox Corporation |
Equity Large Cap |
$40.07B |
$56.54 |
– |
– |
4.42% |
9.10% |
18.34% |
33.91% |
4.85% |
10.67% |
22.21% |
38.47% |
4.90% |
10.78% |
22.44% |
38.87% |
2021-03-01 |
61 |
2026-03-24 |
| RIVN |
Rivian Automotive, Inc. |
Equity Large Cap |
$19.61B |
$15.80 |
– |
– |
4.94% |
10.78% |
21.02% |
45.10% |
4.60% |
10.13% |
21.09% |
36.53% |
4.60% |
10.14% |
21.10% |
36.55% |
2021-11-01 |
53 |
2026-03-24 |
| ROKU |
Roku, Inc. |
Equity Large Cap |
$14.26B |
$96.71 |
– |
– |
4.66% |
11.62% |
23.62% |
37.53% |
4.03% |
8.87% |
18.47% |
31.99% |
4.08% |
8.99% |
18.71% |
32.41% |
2017-09-01 |
103 |
2026-03-24 |
| SNA |
Snap-on Incorporated |
Equity Large Cap |
$20.07B |
$385.88 |
2.31% |
$8.86 |
1.85% |
4.17% |
7.95% |
11.23% |
1.38% |
3.03% |
6.31% |
10.93% |
1.53% |
3.36% |
7.00% |
12.12% |
1973-05-01 |
634 |
2026-02-22 |
| SOFI |
SoFi Technologies, Inc. |
Equity Large Cap |
$21.88B |
$17.16 |
– |
– |
4.60% |
10.00% |
19.26% |
37.62% |
4.18% |
9.21% |
19.18% |
33.21% |
4.24% |
9.34% |
19.44% |
33.67% |
2021-01-01 |
63 |
2026-03-24 |
| STLA |
Stellantis N.V. |
Equity Large Cap |
$18.98B |
$6.55 |
– |
– |
3.13% |
6.50% |
12.29% |
19.90% |
14.87% |
32.74% |
68.16% |
118.05% |
3.46% |
7.61% |
15.84% |
27.44% |
2010-11-01 |
182 |
2026-03-24 |
| STLD |
Steel Dynamics, Inc. |
Equity Large Cap |
$24.44B |
$167.41 |
1.22% |
$2.00 |
2.97% |
6.33% |
12.29% |
19.20% |
3.19% |
7.02% |
14.62% |
25.32% |
3.21% |
7.06% |
14.70% |
25.47% |
1996-11-01 |
353 |
2026-03-24 |
| TEAM |
Atlassian Corporation |
Equity Large Cap |
$19.36B |
$73.40 |
– |
– |
3.19% |
7.01% |
13.48% |
23.20% |
5.34% |
11.76% |
24.49% |
42.41% |
5.36% |
11.80% |
24.56% |
42.55% |
2015-12-01 |
124 |
2026-03-24 |
| TOST |
Toast, Inc. |
Equity Large Cap |
$16.18B |
$27.47 |
– |
– |
3.88% |
8.21% |
15.46% |
26.83% |
4.34% |
9.56% |
19.90% |
34.47% |
4.36% |
9.61% |
20.00% |
34.64% |
2021-09-01 |
55 |
2026-03-24 |
| TSCO |
Tractor Supply Company |
Equity Large Cap |
$24.21B |
$45.99 |
2.01% |
$0.92 |
2.42% |
5.35% |
10.57% |
18.69% |
2.27% |
5.00% |
10.42% |
18.04% |
2.38% |
5.24% |
10.92% |
18.91% |
1994-02-01 |
386 |
2026-03-24 |
| TTWO |
Take-Two Interactive Software, Inc. |
Equity Large Cap |
$36.95B |
$199.51 |
– |
– |
3.21% |
6.76% |
13.91% |
21.85% |
2.83% |
6.24% |
12.99% |
22.49% |
3.10% |
6.82% |
14.20% |
24.60% |
1997-04-01 |
348 |
2026-03-24 |
| TWLO |
Twilio Inc. |
Equity Large Cap |
$19.22B |
$126.77 |
– |
– |
3.79% |
8.81% |
17.23% |
36.22% |
3.68% |
8.10% |
16.85% |
29.19% |
3.72% |
8.19% |
17.05% |
29.54% |
2016-06-01 |
118 |
2026-03-24 |
| TXRH |
Texas Roadhouse, Inc. |
Equity Large Cap |
$11.07B |
$167.34 |
1.59% |
$2.72 |
2.27% |
4.64% |
8.52% |
15.67% |
2.24% |
4.94% |
10.29% |
17.82% |
2.61% |
5.74% |
11.96% |
20.71% |
2004-10-01 |
258 |
2026-03-24 |
| UAL |
United Airlines Holdings, Inc. |
Equity Large Cap |
$30.12B |
$93.05 |
– |
– |
4.01% |
8.73% |
16.16% |
28.15% |
3.77% |
8.30% |
17.28% |
29.94% |
3.80% |
8.36% |
17.41% |
30.15% |
2006-02-01 |
242 |
2026-03-24 |
| W |
Wayfair Inc. |
Equity Large Cap |
$10.11B |
$77.33 |
– |
– |
4.67% |
10.47% |
22.83% |
42.77% |
5.22% |
11.50% |
23.93% |
41.45% |
5.18% |
11.40% |
23.72% |
41.09% |
2014-10-01 |
138 |
2026-03-24 |
| WEC |
WEC Energy Group, Inc. |
Equity Large Cap |
$36.59B |
$112.39 |
3.18% |
$3.57 |
1.21% |
2.65% |
4.73% |
6.93% |
1.35% |
2.98% |
6.20% |
10.75% |
1.43% |
3.16% |
6.58% |
11.39% |
1980-03-01 |
553 |
2026-03-24 |
| WTW |
Willis Towers Watson Public Limited Company |
Equity Large Cap |
$27.90B |
$291.38 |
1.28% |
$3.72 |
1.65% |
3.56% |
6.23% |
10.48% |
1.96% |
4.32% |
8.98% |
15.56% |
2.20% |
4.85% |
10.09% |
17.48% |
2001-06-01 |
298 |
2026-03-24 |
| WYNN |
Wynn Resorts, Limited |
Equity Large Cap |
$10.72B |
$102.84 |
1.00% |
$1.00 |
3.09% |
7.11% |
14.24% |
23.20% |
2.77% |
6.11% |
12.72% |
22.02% |
2.93% |
6.45% |
13.43% |
23.27% |
2002-10-01 |
282 |
2026-03-24 |
| XLE |
State Street Energy Select Sector SPDR ETF |
Equity Large Cap |
$11.06B |
$59.34 |
3.67% |
$2.16 |
1.80% |
3.86% |
7.21% |
10.83% |
1.92% |
4.23% |
8.80% |
15.25% |
1.90% |
4.18% |
8.70% |
15.08% |
1998-12-01 |
328 |
2026-03-24 |
| XLK |
State Street Technology Select Sector SPDR ETF |
Equity Large Cap |
$37.06B |
$136.23 |
0.82% |
$1.10 |
1.63% |
3.43% |
6.55% |
9.95% |
2.13% |
4.68% |
9.75% |
16.89% |
2.41% |
5.31% |
11.05% |
19.13% |
1998-12-01 |
328 |
2026-03-24 |
| XLV |
State Street Health Care Select Sector SPDR ETF |
Equity Large Cap |
$28.56B |
$144.65 |
1.25% |
$1.81 |
1.12% |
2.44% |
4.12% |
6.23% |
1.48% |
3.27% |
6.80% |
11.78% |
1.67% |
3.68% |
7.67% |
13.28% |
1998-12-01 |
328 |
2026-03-24 |
| XLY |
State Street Consumer Discretionary Select Sector SPDR ETF |
Equity Large Cap |
$13.23B |
$110.04 |
1.09% |
$1.17 |
1.43% |
3.13% |
5.54% |
8.88% |
1.86% |
4.09% |
8.51% |
14.74% |
2.04% |
4.48% |
9.33% |
16.16% |
1998-12-01 |
328 |
2026-03-24 |
| XPEV |
XPeng Inc. |
Equity Large Cap |
$18.07B |
$18.59 |
– |
– |
5.33% |
12.54% |
34.00% |
51.24% |
3.72% |
8.19% |
17.06% |
29.54% |
3.76% |
8.27% |
17.22% |
29.83% |
2020-08-01 |
68 |
2026-03-24 |
| XPO |
XPO, Inc. |
Equity Large Cap |
$24.64B |
$209.87 |
– |
– |
3.44% |
7.56% |
15.90% |
23.77% |
2.83% |
6.22% |
12.96% |
22.44% |
3.00% |
6.61% |
13.75% |
23.82% |
2003-10-01 |
269 |
2026-02-22 |
| ZM |
Zoom Communications, Inc. |
Equity Large Cap |
$22.92B |
$77.39 |
– |
– |
3.44% |
7.47% |
14.28% |
33.09% |
2.48% |
5.45% |
11.35% |
19.66% |
2.74% |
6.03% |
12.55% |
21.73% |
2019-04-01 |
84 |
2026-03-24 |
| ZS |
Zscaler, Inc. |
Equity Large Cap |
$24.39B |
$151.66 |
– |
– |
3.59% |
8.20% |
15.35% |
32.15% |
3.39% |
7.47% |
15.54% |
26.92% |
3.44% |
7.56% |
15.74% |
27.27% |
2018-03-01 |
97 |
2026-03-24 |
| AAPL |
Apple Inc. |
Equity Mega Cap |
$3707.40B |
$252.24 |
0.42% |
$1.03 |
2.76% |
6.07% |
12.53% |
21.80% |
1.86% |
4.10% |
8.54% |
14.80% |
1.94% |
4.27% |
8.90% |
15.41% |
1980-12-01 |
544 |
2026-03-24 |
| ABBV |
AbbVie Inc. |
Equity Mega Cap |
$361.01B |
$204.17 |
3.24% |
$6.65 |
1.66% |
3.71% |
7.24% |
11.14% |
2.07% |
4.56% |
9.48% |
16.42% |
2.11% |
4.63% |
9.65% |
16.71% |
2013-01-01 |
159 |
2026-03-24 |
| ADBE |
Adobe Inc. |
Equity Mega Cap |
$101.70B |
$247.74 |
– |
– |
3.02% |
6.68% |
13.36% |
27.66% |
2.31% |
5.08% |
10.58% |
18.32% |
2.39% |
5.27% |
10.96% |
18.99% |
1986-08-01 |
476 |
2026-03-24 |
| AEP |
American Electric Power Company, Inc. |
Equity Mega Cap |
$69.02B |
$127.62 |
2.98% |
$3.74 |
1.31% |
2.95% |
5.53% |
8.46% |
1.46% |
3.22% |
6.70% |
11.60% |
1.55% |
3.40% |
7.08% |
12.27% |
1962-01-01 |
771 |
2026-03-24 |
| AFL |
Aflac Incorporated |
Equity Mega Cap |
$55.02B |
$106.55 |
2.18% |
$2.32 |
2.25% |
4.64% |
8.54% |
13.26% |
1.62% |
3.56% |
7.42% |
12.85% |
1.80% |
3.96% |
8.25% |
14.28% |
1980-03-01 |
553 |
2026-03-24 |
| AJG |
Arthur J. Gallagher & Co. |
Equity Mega Cap |
$55.40B |
$215.48 |
1.21% |
$2.60 |
1.64% |
3.54% |
7.11% |
11.88% |
2.44% |
5.38% |
11.19% |
19.39% |
2.55% |
5.62% |
11.70% |
20.26% |
1984-06-01 |
502 |
2026-03-24 |
| ALL |
The Allstate Corporation |
Equity Mega Cap |
$53.64B |
$206.68 |
1.95% |
$4.00 |
1.89% |
3.89% |
7.35% |
11.23% |
1.79% |
3.93% |
8.18% |
14.17% |
1.95% |
4.28% |
8.92% |
15.45% |
1993-06-01 |
394 |
2026-03-24 |
| AMAT |
Applied Materials, Inc. |
Equity Mega Cap |
$288.90B |
$364.04 |
0.52% |
$1.84 |
3.03% |
6.69% |
13.25% |
24.62% |
3.69% |
8.13% |
16.91% |
29.30% |
3.71% |
8.17% |
17.01% |
29.47% |
1980-03-01 |
553 |
2026-03-24 |
| AMZN |
Amazon.com, Inc. |
Equity Mega Cap |
$2270.01B |
$211.46 |
– |
– |
3.48% |
8.09% |
16.14% |
31.68% |
2.47% |
5.43% |
11.30% |
19.57% |
2.55% |
5.61% |
11.67% |
20.22% |
1997-05-01 |
347 |
2026-03-24 |
| AON |
Aon plc |
Equity Mega Cap |
$69.92B |
$325.32 |
0.89% |
$2.91 |
1.73% |
3.87% |
7.38% |
11.57% |
1.95% |
4.28% |
8.92% |
15.45% |
2.06% |
4.54% |
9.45% |
16.36% |
1980-06-01 |
550 |
2026-03-24 |
| AVGO |
Broadcom Inc. |
Equity Mega Cap |
$1521.14B |
$320.83 |
0.80% |
$2.48 |
2.39% |
5.25% |
9.07% |
13.52% |
2.83% |
6.24% |
12.99% |
22.49% |
2.92% |
6.42% |
13.36% |
23.14% |
2009-08-01 |
200 |
2026-03-24 |
| AXP |
American Express Company |
Equity Mega Cap |
$208.68B |
$302.94 |
1.11% |
$3.28 |
2.19% |
4.78% |
8.96% |
14.56% |
2.23% |
4.90% |
10.20% |
17.68% |
2.31% |
5.08% |
10.58% |
18.33% |
1973-05-01 |
635 |
2026-03-24 |
| BA |
The Boeing Company |
Equity Mega Cap |
$156.34B |
$198.95 |
– |
– |
2.14% |
4.86% |
9.69% |
18.29% |
2.65% |
5.83% |
12.14% |
21.02% |
2.78% |
6.11% |
12.72% |
22.03% |
1962-01-01 |
771 |
2026-03-24 |
| BAC |
Bank of America Corporation |
Equity Mega Cap |
$348.77B |
$47.76 |
2.29% |
$1.08 |
2.37% |
5.42% |
10.46% |
17.21% |
2.09% |
4.60% |
9.57% |
16.57% |
2.08% |
4.58% |
9.53% |
16.50% |
1973-05-01 |
635 |
2026-03-24 |
| BRK-B |
Berkshire Hathaway Inc. |
Equity Mega Cap |
$1035.30B |
$480.00 |
– |
– |
1.40% |
3.08% |
5.48% |
8.69% |
1.47% |
3.23% |
6.71% |
11.63% |
1.61% |
3.53% |
7.36% |
12.74% |
1996-05-01 |
359 |
2026-03-24 |
| BSX |
Boston Scientific Corporation |
Equity Mega Cap |
$102.80B |
$69.28 |
– |
– |
2.38% |
5.30% |
9.97% |
18.42% |
2.71% |
5.97% |
12.44% |
21.54% |
2.90% |
6.38% |
13.29% |
23.01% |
1992-05-01 |
407 |
2026-03-24 |
| BX |
Blackstone Inc. |
Equity Mega Cap |
$134.05B |
$109.67 |
4.29% |
$4.74 |
2.81% |
6.14% |
10.87% |
22.04% |
2.95% |
6.49% |
13.50% |
23.39% |
3.00% |
6.61% |
13.76% |
23.83% |
2007-06-01 |
226 |
2026-03-24 |
| CAT |
Caterpillar Inc. |
Equity Mega Cap |
$327.64B |
$700.11 |
0.87% |
$5.94 |
1.86% |
4.34% |
8.46% |
14.00% |
2.97% |
6.55% |
13.63% |
23.61% |
3.02% |
6.64% |
13.83% |
23.95% |
1962-01-01 |
771 |
2026-03-24 |
| CB |
Chubb Limited |
Equity Mega Cap |
$127.69B |
$327.27 |
1.18% |
$3.82 |
1.94% |
4.20% |
6.91% |
11.28% |
1.65% |
3.64% |
7.58% |
13.12% |
1.79% |
3.94% |
8.21% |
14.22% |
1993-03-01 |
397 |
2026-03-24 |
| CI |
The Cigna Group |
Equity Mega Cap |
$69.56B |
$260.35 |
2.30% |
$6.04 |
2.02% |
4.42% |
8.76% |
15.22% |
2.63% |
5.80% |
12.07% |
20.91% |
2.84% |
6.26% |
13.02% |
22.56% |
1982-03-01 |
529 |
2026-03-24 |
| COIN |
Coinbase Global, Inc. |
Equity Mega Cap |
$53.62B |
$198.83 |
– |
– |
5.42% |
12.48% |
25.82% |
43.79% |
4.43% |
9.75% |
20.30% |
35.15% |
4.41% |
9.70% |
20.19% |
34.98% |
2021-04-01 |
60 |
2026-03-24 |
| COST |
Costco Wholesale Corporation |
Equity Mega Cap |
$431.29B |
$971.65 |
0.53% |
$5.20 |
1.96% |
4.15% |
7.76% |
12.78% |
1.50% |
3.30% |
6.88% |
11.91% |
1.62% |
3.57% |
7.42% |
12.86% |
1986-07-01 |
477 |
2026-03-24 |
| CRM |
Salesforce, Inc. |
Equity Mega Cap |
$181.23B |
$193.41 |
0.85% |
$1.66 |
2.62% |
5.68% |
11.00% |
20.83% |
2.36% |
5.19% |
10.81% |
18.72% |
2.45% |
5.40% |
11.24% |
19.46% |
2004-06-01 |
262 |
2026-03-24 |
| CRWD |
CrowdStrike Holdings, Inc. |
Equity Mega Cap |
$104.94B |
$413.78 |
– |
– |
3.52% |
8.54% |
15.09% |
29.42% |
2.87% |
6.31% |
13.14% |
22.76% |
2.99% |
6.57% |
13.69% |
23.70% |
2019-06-01 |
82 |
2026-03-24 |
| CSCO |
Cisco Systems, Inc. |
Equity Mega Cap |
$311.92B |
$78.94 |
2.11% |
$1.64 |
2.46% |
5.30% |
10.23% |
20.18% |
1.99% |
4.38% |
9.11% |
15.78% |
2.04% |
4.50% |
9.36% |
16.22% |
1990-02-01 |
434 |
2026-03-24 |
| CVNA |
Carvana Co. |
Equity Mega Cap |
$65.80B |
$300.27 |
– |
– |
6.30% |
13.85% |
30.66% |
101.93% |
5.35% |
11.78% |
24.53% |
42.48% |
5.29% |
11.65% |
24.25% |
42.01% |
2017-04-01 |
108 |
2026-03-24 |
| CVS |
CVS Health Corporation |
Equity Mega Cap |
$89.86B |
$70.63 |
3.72% |
$2.66 |
1.95% |
4.38% |
8.40% |
13.92% |
2.42% |
5.32% |
11.08% |
19.19% |
2.46% |
5.42% |
11.28% |
19.54% |
1973-05-01 |
635 |
2026-03-24 |
| CVX |
Chevron Corporation |
Equity Mega Cap |
$407.35B |
$203.74 |
3.39% |
$6.84 |
1.61% |
3.55% |
6.69% |
9.75% |
1.85% |
4.08% |
8.49% |
14.70% |
1.87% |
4.11% |
8.56% |
14.82% |
1962-01-01 |
771 |
2026-03-24 |
| DAL |
Delta Air Lines, Inc. |
Equity Mega Cap |
$42.85B |
$65.60 |
1.12% |
$0.71 |
3.22% |
7.06% |
12.59% |
21.09% |
3.06% |
6.73% |
14.01% |
24.27% |
3.27% |
7.20% |
14.99% |
25.96% |
2007-05-01 |
227 |
2026-03-24 |
| DDOG |
Datadog, Inc. |
Equity Mega Cap |
$45.48B |
$128.52 |
– |
– |
3.70% |
7.95% |
14.88% |
33.55% |
3.74% |
8.23% |
17.12% |
29.66% |
3.76% |
8.29% |
17.25% |
29.88% |
2019-09-01 |
79 |
2026-03-24 |
| DIS |
The Walt Disney Company |
Equity Mega Cap |
$175.64B |
$99.04 |
1.51% |
$1.50 |
1.98% |
4.49% |
8.91% |
15.60% |
2.22% |
4.90% |
10.19% |
17.65% |
2.32% |
5.10% |
10.61% |
18.38% |
1962-01-01 |
771 |
2026-03-24 |
| DUK |
Duke Energy Corporation |
Equity Mega Cap |
$98.95B |
$127.24 |
3.33% |
$4.22 |
1.34% |
2.96% |
5.38% |
8.55% |
1.55% |
3.40% |
7.09% |
12.28% |
1.77% |
3.89% |
8.11% |
14.04% |
1980-03-01 |
553 |
2026-03-24 |
| EA |
Electronic Arts Inc. |
Equity Mega Cap |
$50.24B |
$200.78 |
0.38% |
$0.76 |
2.91% |
6.09% |
11.80% |
21.89% |
0.39% |
0.85% |
1.78% |
3.08% |
0.44% |
0.96% |
1.99% |
3.46% |
1989-09-01 |
439 |
2026-03-24 |
| EXC |
Exelon Corporation |
Equity Mega Cap |
$47.96B |
$46.87 |
3.45% |
$1.60 |
1.49% |
3.14% |
6.07% |
11.13% |
1.64% |
3.61% |
7.51% |
13.01% |
1.71% |
3.75% |
7.82% |
13.54% |
1973-05-01 |
635 |
2026-03-24 |
| F |
Ford Motor Company |
Equity Mega Cap |
$47.30B |
$11.86 |
5.21% |
$0.60 |
2.25% |
5.19% |
11.08% |
22.15% |
2.51% |
5.52% |
11.48% |
19.89% |
2.47% |
5.44% |
11.33% |
19.63% |
1972-06-01 |
646 |
2026-03-24 |
| FTNT |
Fortinet, Inc. |
Equity Mega Cap |
$61.49B |
$82.69 |
– |
– |
2.60% |
5.63% |
10.51% |
18.76% |
3.06% |
6.73% |
14.01% |
24.26% |
3.40% |
7.48% |
15.57% |
26.97% |
2009-11-01 |
197 |
2026-03-24 |
| GE |
GE Aerospace |
Equity Mega Cap |
$312.40B |
$296.17 |
0.50% |
$1.44 |
1.74% |
3.89% |
7.53% |
12.63% |
2.61% |
5.74% |
11.94% |
20.68% |
2.70% |
5.94% |
12.37% |
21.42% |
1962-01-01 |
771 |
2026-03-24 |
| GILD |
Gilead Sciences, Inc. |
Equity Mega Cap |
$170.72B |
$137.52 |
2.30% |
$3.16 |
2.93% |
6.35% |
11.44% |
19.34% |
2.15% |
4.74% |
9.87% |
17.10% |
2.22% |
4.89% |
10.19% |
17.64% |
1992-01-01 |
411 |
2026-03-24 |
| GM |
General Motors Company |
Equity Mega Cap |
$70.72B |
$75.81 |
0.78% |
$0.57 |
2.17% |
4.75% |
9.21% |
15.41% |
2.48% |
5.46% |
11.36% |
19.67% |
2.61% |
5.75% |
11.97% |
20.74% |
2010-11-01 |
185 |
2026-03-24 |
| GOOGL |
Alphabet Inc. |
Equity Mega Cap |
$3672.17B |
$303.56 |
0.28% |
$0.83 |
1.93% |
4.28% |
8.73% |
13.44% |
2.45% |
5.40% |
11.24% |
19.46% |
2.51% |
5.53% |
11.52% |
19.96% |
2004-08-01 |
260 |
2026-03-24 |
| HD |
The Home Depot, Inc. |
Equity Mega Cap |
$330.72B |
$332.22 |
2.88% |
$9.23 |
2.31% |
5.14% |
9.04% |
17.18% |
1.96% |
4.32% |
9.00% |
15.59% |
2.00% |
4.39% |
9.15% |
15.85% |
1981-10-01 |
534 |
2026-03-24 |
| HLT |
Hilton Worldwide Holdings Inc. |
Equity Mega Cap |
$70.34B |
$302.64 |
0.21% |
$0.60 |
1.77% |
3.83% |
7.43% |
12.16% |
2.06% |
4.54% |
9.45% |
16.37% |
2.34% |
5.14% |
10.71% |
18.55% |
2013-12-01 |
148 |
2026-03-24 |
| HOOD |
Robinhood Markets, Inc. |
Equity Mega Cap |
$65.11B |
$72.32 |
– |
– |
4.66% |
10.08% |
21.46% |
47.11% |
4.10% |
9.03% |
18.80% |
32.57% |
4.16% |
9.15% |
19.05% |
33.00% |
2021-07-01 |
57 |
2026-03-24 |
| IBM |
International Business Machines Corporation |
Equity Mega Cap |
$231.92B |
$247.14 |
2.78% |
$6.71 |
1.59% |
3.60% |
7.01% |
11.46% |
2.69% |
5.93% |
12.34% |
21.37% |
2.80% |
6.15% |
12.81% |
22.19% |
1962-01-01 |
771 |
2026-03-24 |
| INTU |
Intuit Inc. |
Equity Mega Cap |
$126.61B |
$454.98 |
0.98% |
$4.48 |
2.87% |
6.08% |
11.85% |
21.41% |
2.80% |
6.16% |
12.82% |
22.20% |
2.96% |
6.52% |
13.57% |
23.50% |
1993-03-01 |
397 |
2026-03-24 |
| JNJ |
Johnson & Johnson |
Equity Mega Cap |
$566.49B |
$235.07 |
2.18% |
$5.14 |
1.44% |
3.26% |
5.88% |
9.44% |
1.77% |
3.90% |
8.12% |
14.07% |
1.87% |
4.11% |
8.56% |
14.83% |
1962-01-01 |
771 |
2026-03-24 |
| JPM |
JPMorgan Chase & Co. |
Equity Mega Cap |
$785.42B |
$291.21 |
2.02% |
$5.80 |
2.21% |
4.83% |
8.91% |
14.87% |
2.08% |
4.58% |
9.53% |
16.50% |
2.10% |
4.63% |
9.63% |
16.68% |
1980-03-01 |
553 |
2026-03-24 |
| KO |
The Coca-Cola Company |
Equity Mega Cap |
$323.72B |
$75.21 |
2.73% |
$2.04 |
1.44% |
3.22% |
5.86% |
9.33% |
1.42% |
3.12% |
6.50% |
11.26% |
1.43% |
3.16% |
6.58% |
11.39% |
1962-01-01 |
771 |
2026-03-24 |
| LIN |
Linde plc |
Equity Mega Cap |
$223.06B |
$481.37 |
1.23% |
$6.00 |
1.74% |
3.70% |
6.70% |
10.57% |
1.76% |
3.88% |
8.07% |
13.98% |
1.95% |
4.29% |
8.93% |
15.47% |
1992-06-01 |
406 |
2026-03-24 |
| LITE |
Lumentum Holdings Inc. |
Equity Mega Cap |
$51.06B |
$715.12 |
– |
– |
3.46% |
7.64% |
16.29% |
30.89% |
6.63% |
14.58% |
30.36% |
52.59% |
6.52% |
14.35% |
29.87% |
51.74% |
2015-07-01 |
129 |
2026-03-24 |
| LLY |
Eli Lilly and Company |
Equity Mega Cap |
$823.22B |
$919.78 |
0.66% |
$6.00 |
1.73% |
3.89% |
7.56% |
11.87% |
3.01% |
6.63% |
13.81% |
23.92% |
3.08% |
6.78% |
14.11% |
24.43% |
1972-06-01 |
646 |
2026-03-24 |
| LRCX |
Lam Research Corporation |
Equity Mega Cap |
$294.15B |
$234.19 |
0.43% |
$0.98 |
3.51% |
7.84% |
15.87% |
28.24% |
4.36% |
9.61% |
20.00% |
34.64% |
4.38% |
9.64% |
20.06% |
34.74% |
1984-05-01 |
503 |
2026-03-24 |
| MA |
Mastercard Incorporated |
Equity Mega Cap |
$449.98B |
$504.21 |
0.63% |
$3.15 |
2.04% |
4.34% |
8.18% |
14.42% |
1.80% |
3.97% |
8.26% |
14.31% |
1.88% |
4.14% |
8.62% |
14.92% |
2006-05-01 |
239 |
2026-03-24 |
| MAR |
Marriott International, Inc. |
Equity Mega Cap |
$87.37B |
$329.72 |
0.83% |
$2.64 |
2.15% |
4.58% |
8.76% |
14.18% |
2.33% |
5.12% |
10.67% |
18.48% |
2.48% |
5.47% |
11.39% |
19.72% |
1998-03-01 |
337 |
2026-03-24 |
| MCD |
McDonald's Corporation |
Equity Mega Cap |
$221.19B |
$309.96 |
2.32% |
$7.17 |
1.82% |
4.04% |
7.69% |
13.77% |
1.68% |
3.69% |
7.68% |
13.30% |
1.69% |
3.71% |
7.73% |
13.39% |
1966-07-01 |
717 |
2026-03-24 |
| MCK |
McKesson Corporation |
Equity Mega Cap |
$108.89B |
$882.26 |
0.35% |
$3.06 |
1.99% |
4.20% |
8.41% |
15.12% |
2.05% |
4.51% |
9.38% |
16.25% |
2.21% |
4.86% |
10.12% |
17.53% |
1994-11-01 |
377 |
2026-03-24 |
| MET |
MetLife, Inc. |
Equity Mega Cap |
$45.81B |
$69.53 |
3.28% |
$2.25 |
2.45% |
5.03% |
8.40% |
12.05% |
2.43% |
5.36% |
11.15% |
19.32% |
2.63% |
5.79% |
12.05% |
20.87% |
2000-04-01 |
312 |
2026-03-24 |
| META |
Meta Platforms, Inc. |
Equity Mega Cap |
$1535.69B |
$607.10 |
0.35% |
$2.10 |
2.50% |
5.37% |
10.89% |
20.10% |
2.65% |
5.84% |
12.16% |
21.06% |
2.69% |
5.93% |
12.34% |
21.37% |
2012-05-01 |
167 |
2026-03-24 |
| MRK |
Merck & Co., Inc. |
Equity Mega Cap |
$285.96B |
$115.66 |
2.84% |
$3.24 |
1.57% |
3.56% |
6.76% |
10.84% |
2.12% |
4.66% |
9.71% |
16.81% |
2.17% |
4.78% |
9.96% |
17.25% |
1962-01-01 |
771 |
2026-03-24 |
| MSFT |
Microsoft Corporation |
Equity Mega Cap |
$2858.57B |
$384.61 |
0.91% |
$3.48 |
2.09% |
4.56% |
9.35% |
16.00% |
2.19% |
4.82% |
10.04% |
17.39% |
2.23% |
4.91% |
10.23% |
17.72% |
1986-03-01 |
481 |
2026-03-24 |
| MU |
Micron Technology, Inc. |
Equity Mega Cap |
$459.36B |
$407.40 |
0.12% |
$0.49 |
3.80% |
8.55% |
17.22% |
34.44% |
4.28% |
9.42% |
19.62% |
33.98% |
4.30% |
9.47% |
19.71% |
34.13% |
1984-06-01 |
502 |
2026-03-24 |
| NET |
Cloudflare, Inc. |
Equity Mega Cap |
$78.47B |
$222.93 |
– |
– |
4.22% |
9.81% |
18.96% |
34.07% |
3.96% |
8.71% |
18.14% |
31.42% |
4.01% |
8.83% |
18.38% |
31.83% |
2019-09-01 |
79 |
2026-03-24 |
| NFLX |
Netflix, Inc. |
Equity Mega Cap |
$395.43B |
$93.22 |
– |
– |
3.44% |
7.93% |
15.79% |
30.51% |
2.44% |
5.36% |
11.16% |
19.33% |
2.52% |
5.55% |
11.55% |
20.01% |
2002-05-01 |
287 |
2026-03-24 |
| NOW |
ServiceNow, Inc. |
Equity Mega Cap |
$117.53B |
$111.39 |
– |
– |
2.57% |
5.39% |
9.40% |
15.41% |
3.63% |
7.98% |
16.62% |
28.79% |
3.65% |
8.03% |
16.72% |
28.97% |
2012-06-01 |
166 |
2026-03-24 |
| NVDA |
NVIDIA Corporation |
Equity Mega Cap |
$4265.89B |
$175.54 |
0.02% |
$0.04 |
3.75% |
9.39% |
17.37% |
30.93% |
2.51% |
5.54% |
11.52% |
19.96% |
2.58% |
5.68% |
11.83% |
20.49% |
1999-01-01 |
327 |
2026-03-24 |
| ORCL |
Oracle Corporation |
Equity Mega Cap |
$440.88B |
$153.29 |
1.34% |
$2.00 |
2.93% |
6.40% |
12.54% |
23.34% |
3.27% |
7.20% |
14.99% |
25.96% |
3.28% |
7.22% |
15.03% |
26.03% |
1986-03-01 |
481 |
2026-03-24 |
| ORLY |
O'Reilly Automotive, Inc. |
Equity Mega Cap |
$75.29B |
$89.20 |
– |
– |
2.07% |
4.51% |
8.41% |
13.45% |
2.04% |
4.49% |
9.34% |
16.18% |
2.17% |
4.78% |
9.96% |
17.24% |
1993-04-01 |
396 |
2026-03-24 |
| PANW |
Palo Alto Networks, Inc. |
Equity Mega Cap |
$134.07B |
$164.30 |
– |
– |
2.46% |
5.48% |
10.24% |
17.57% |
2.45% |
5.38% |
11.21% |
19.41% |
2.65% |
5.84% |
12.15% |
21.04% |
2012-07-01 |
165 |
2026-03-24 |
| PEP |
PepsiCo, Inc. |
Equity Mega Cap |
$205.77B |
$150.49 |
3.75% |
$5.62 |
1.53% |
3.26% |
6.14% |
9.08% |
1.89% |
4.16% |
8.66% |
14.99% |
1.91% |
4.20% |
8.75% |
15.16% |
1972-06-01 |
646 |
2026-03-24 |
| PG |
The Procter & Gamble Company |
Equity Mega Cap |
$336.16B |
$143.86 |
2.90% |
$4.18 |
1.34% |
2.97% |
5.47% |
8.38% |
1.69% |
3.73% |
7.76% |
13.45% |
1.72% |
3.78% |
7.87% |
13.63% |
1962-01-01 |
771 |
2026-03-24 |
| PM |
Philip Morris International Inc. |
Equity Mega Cap |
$254.86B |
$163.72 |
3.46% |
$5.64 |
1.48% |
3.23% |
6.53% |
10.65% |
2.33% |
5.13% |
10.69% |
18.51% |
2.37% |
5.22% |
10.87% |
18.83% |
2008-03-01 |
217 |
2026-03-24 |
| PYPL |
PayPal Holdings, Inc. |
Equity Mega Cap |
$42.22B |
$45.13 |
0.64% |
$0.28 |
2.42% |
5.06% |
9.68% |
18.50% |
3.07% |
6.76% |
14.07% |
24.37% |
3.20% |
7.05% |
14.67% |
25.40% |
2015-07-01 |
129 |
2026-03-24 |
| QCOM |
QUALCOMM Incorporated |
Equity Mega Cap |
$137.22B |
$128.47 |
2.71% |
$3.52 |
3.03% |
6.59% |
14.01% |
28.72% |
2.72% |
6.00% |
12.48% |
21.62% |
2.75% |
6.05% |
12.60% |
21.82% |
1991-12-01 |
412 |
2026-03-24 |
| RCL |
Royal Caribbean Cruises Ltd. |
Equity Mega Cap |
$75.41B |
$276.50 |
1.33% |
$3.50 |
3.02% |
6.67% |
14.28% |
24.89% |
3.56% |
7.83% |
16.30% |
28.23% |
3.54% |
7.80% |
16.23% |
28.12% |
1993-04-01 |
396 |
2026-03-24 |
| REGN |
Regeneron Pharmaceuticals, Inc. |
Equity Mega Cap |
$78.11B |
$738.87 |
0.48% |
$3.52 |
3.98% |
8.78% |
24.96% |
31.47% |
2.88% |
6.34% |
13.20% |
22.87% |
3.14% |
6.92% |
14.41% |
24.96% |
1991-04-01 |
420 |
2026-03-24 |
| SNOW |
Snowflake Inc. |
Equity Mega Cap |
$59.52B |
$173.94 |
– |
– |
3.81% |
8.01% |
13.57% |
25.05% |
3.16% |
6.95% |
14.47% |
25.06% |
3.18% |
7.00% |
14.56% |
25.23% |
2020-09-01 |
67 |
2026-03-24 |
| SO |
The Southern Company |
Equity Mega Cap |
$105.36B |
$94.12 |
3.15% |
$2.94 |
1.26% |
2.65% |
4.87% |
7.36% |
1.55% |
3.42% |
7.11% |
12.32% |
1.70% |
3.75% |
7.80% |
13.51% |
1981-12-01 |
532 |
2026-03-24 |
| SPGI |
S&P Global Inc. |
Equity Mega Cap |
$129.89B |
$428.98 |
0.90% |
$3.84 |
1.86% |
4.04% |
7.28% |
12.40% |
2.09% |
4.61% |
9.60% |
16.63% |
2.18% |
4.79% |
9.97% |
17.27% |
1973-05-01 |
635 |
2026-03-24 |
| SRE |
Sempra |
Equity Mega Cap |
$60.74B |
$92.98 |
2.81% |
$2.58 |
1.58% |
3.38% |
5.65% |
8.65% |
1.74% |
3.83% |
7.98% |
13.82% |
1.80% |
3.96% |
8.25% |
14.29% |
1998-06-01 |
334 |
2026-03-24 |
| TGT |
Target Corporation |
Equity Mega Cap |
$52.10B |
$115.04 |
3.99% |
$4.52 |
2.04% |
4.50% |
8.61% |
15.10% |
2.03% |
4.47% |
9.31% |
16.13% |
2.02% |
4.45% |
9.26% |
16.03% |
1973-02-01 |
638 |
2026-03-24 |
| TMO |
Thermo Fisher Scientific Inc. |
Equity Mega Cap |
$177.44B |
$477.64 |
0.36% |
$1.72 |
2.00% |
4.51% |
9.06% |
14.32% |
2.40% |
5.28% |
11.00% |
19.05% |
2.59% |
5.70% |
11.86% |
20.55% |
1980-03-01 |
553 |
2026-03-24 |
| TRV |
The Travelers Companies, Inc. |
Equity Mega Cap |
$66.39B |
$297.65 |
1.47% |
$4.35 |
1.71% |
3.83% |
7.48% |
11.47% |
1.76% |
3.88% |
8.07% |
13.99% |
1.90% |
4.18% |
8.71% |
15.08% |
1976-01-01 |
603 |
2026-03-24 |
| TSLA |
Tesla, Inc. |
Equity Mega Cap |
$1424.46B |
$379.61 |
– |
– |
3.62% |
8.39% |
18.07% |
33.70% |
2.94% |
6.47% |
13.47% |
23.33% |
2.97% |
6.54% |
13.62% |
23.59% |
2010-06-01 |
190 |
2026-03-24 |
| TXN |
Texas Instruments Incorporated |
Equity Mega Cap |
$173.47B |
$190.53 |
2.94% |
$5.50 |
2.36% |
5.21% |
10.26% |
17.34% |
2.61% |
5.75% |
11.98% |
20.74% |
2.65% |
5.84% |
12.15% |
21.05% |
1972-06-01 |
646 |
2026-03-24 |
| UNH |
UnitedHealth Group Incorporated |
Equity Mega Cap |
$245.68B |
$270.69 |
3.17% |
$8.73 |
2.51% |
5.50% |
10.17% |
17.51% |
3.12% |
6.88% |
14.32% |
24.80% |
3.08% |
6.77% |
14.09% |
24.41% |
1984-10-01 |
498 |
2026-03-24 |
| V |
Visa Inc. |
Equity Mega Cap |
$590.58B |
$306.31 |
0.84% |
$2.52 |
1.79% |
3.66% |
6.39% |
9.60% |
1.69% |
3.73% |
7.76% |
13.45% |
1.84% |
4.06% |
8.45% |
14.64% |
2008-03-01 |
217 |
2026-03-24 |
| VRTX |
Vertex Pharmaceuticals Incorporated |
Equity Mega Cap |
$115.39B |
$454.24 |
– |
– |
3.47% |
7.63% |
14.98% |
24.43% |
2.24% |
4.92% |
10.24% |
17.74% |
2.49% |
5.47% |
11.39% |
19.73% |
1991-07-01 |
417 |
2026-03-24 |
| VZ |
Verizon Communications Inc. |
Equity Mega Cap |
$212.93B |
$50.48 |
5.47% |
$2.73 |
1.49% |
3.14% |
6.12% |
8.50% |
1.55% |
3.42% |
7.11% |
12.32% |
1.51% |
3.32% |
6.92% |
11.99% |
1983-11-01 |
509 |
2026-03-24 |
| WFC |
Wells Fargo & Company |
Equity Mega Cap |
$246.83B |
$78.63 |
2.19% |
$1.70 |
2.10% |
4.38% |
8.18% |
12.97% |
2.40% |
5.28% |
11.00% |
19.05% |
2.49% |
5.48% |
11.41% |
19.77% |
1972-06-01 |
646 |
2026-03-24 |
| WMT |
Walmart Inc. |
Equity Mega Cap |
$961.23B |
$120.57 |
0.79% |
$0.94 |
1.86% |
4.20% |
8.48% |
12.83% |
1.72% |
3.78% |
7.87% |
13.64% |
1.79% |
3.95% |
8.22% |
14.23% |
1972-08-01 |
644 |
2026-03-24 |
| XEL |
Xcel Energy Inc. |
Equity Mega Cap |
$48.08B |
$77.06 |
2.97% |
$2.28 |
1.40% |
3.25% |
5.94% |
9.80% |
1.55% |
3.42% |
7.12% |
12.33% |
1.64% |
3.61% |
7.52% |
13.02% |
1973-02-01 |
638 |
2026-03-24 |
| XLF |
State Street Financial Select Sector SPDR ETF |
Equity Mega Cap |
$43.49B |
$49.23 |
1.19% |
$0.58 |
1.79% |
3.78% |
6.06% |
9.76% |
1.47% |
3.23% |
6.72% |
11.63% |
1.56% |
3.44% |
7.17% |
12.41% |
1998-12-01 |
328 |
2026-03-24 |
| XOM |
Exxon Mobil Corporation |
Equity Mega Cap |
$668.68B |
$160.48 |
2.51% |
$4.00 |
1.45% |
3.08% |
5.52% |
8.59% |
1.95% |
4.28% |
8.92% |
15.45% |
2.00% |
4.41% |
9.19% |
15.91% |
1962-01-01 |
771 |
2026-03-24 |
| ZTS |
Zoetis Inc. |
Equity Mega Cap |
$50.88B |
$115.47 |
1.73% |
$2.00 |
1.62% |
3.45% |
6.35% |
10.01% |
2.35% |
5.18% |
10.78% |
18.67% |
2.44% |
5.38% |
11.20% |
19.40% |
2013-02-01 |
158 |
2026-03-24 |
| AEVA |
Aeva Technologies, Inc. |
Equity Micro Cap |
$915.62M |
$15.24 |
– |
– |
5.82% |
13.88% |
31.24% |
47.67% |
7.44% |
16.39% |
34.12% |
59.09% |
7.44% |
16.37% |
34.08% |
59.03% |
2020-02-01 |
73 |
2026-03-24 |
| ARKK |
ARK Innovation ETF |
Equity Micro Cap |
– |
$70.21 |
– |
– |
2.50% |
5.44% |
10.39% |
20.06% |
2.87% |
6.31% |
13.13% |
22.75% |
3.15% |
6.93% |
14.43% |
24.99% |
2014-10-01 |
138 |
2026-03-24 |
| BDN |
Brandywine Realty Trust |
Equity Micro Cap |
$490.41M |
$2.81 |
16.55% |
$0.46 |
3.62% |
8.08% |
15.68% |
22.53% |
3.73% |
8.22% |
17.10% |
29.62% |
3.57% |
7.85% |
16.35% |
28.32% |
1986-07-01 |
472 |
2026-03-24 |
| BJRI |
BJ's Restaurants, Inc. |
Equity Micro Cap |
$754.62M |
$35.60 |
– |
– |
3.78% |
7.25% |
13.81% |
23.37% |
3.66% |
8.06% |
16.78% |
29.06% |
3.72% |
8.19% |
17.04% |
29.52% |
1996-10-01 |
354 |
2026-03-24 |
| BLMN |
Bloomin' Brands, Inc. |
Equity Micro Cap |
$476.92M |
$5.59 |
7.73% |
$0.45 |
3.03% |
6.47% |
12.81% |
18.83% |
4.05% |
8.90% |
18.54% |
32.11% |
3.89% |
8.56% |
17.82% |
30.86% |
2012-08-01 |
164 |
2026-03-24 |
| BLND |
Blend Labs, Inc. |
Equity Micro Cap |
$435.08M |
$1.68 |
– |
– |
5.31% |
11.66% |
26.03% |
50.18% |
5.85% |
12.87% |
26.79% |
46.40% |
5.81% |
12.78% |
26.61% |
46.09% |
2021-07-01 |
57 |
2026-03-24 |
| BSET |
Bassett Furniture Industries, Incorporated |
Equity Micro Cap |
$125.81M |
$14.48 |
5.55% |
$0.80 |
2.74% |
5.92% |
12.83% |
19.32% |
5.52% |
12.14% |
25.28% |
43.78% |
5.38% |
11.84% |
24.64% |
42.68% |
1980-03-01 |
553 |
2026-03-24 |
| BYND |
Beyond Meat, Inc. |
Equity Micro Cap |
$318.91M |
$0.7031 |
– |
– |
7.27% |
12.61% |
22.95% |
28.66% |
9.82% |
21.61% |
44.99% |
77.92% |
9.74% |
21.45% |
44.65% |
77.34% |
2019-05-01 |
83 |
2026-03-24 |
| CAL |
Caleres, Inc. |
Equity Micro Cap |
$396.92M |
$11.71 |
2.61% |
$0.28 |
2.94% |
6.30% |
12.79% |
20.95% |
4.16% |
9.16% |
19.07% |
33.03% |
4.14% |
9.11% |
18.97% |
32.86% |
1980-03-01 |
553 |
2026-03-24 |
| CCBG |
Capital City Bank Group, Inc. |
Equity Micro Cap |
$733.79M |
$42.99 |
2.35% |
$1.00 |
2.56% |
4.43% |
8.58% |
13.00% |
3.08% |
6.78% |
14.11% |
24.44% |
5.34% |
11.75% |
24.47% |
42.38% |
1997-02-01 |
349 |
2026-02-22 |
| CLOV |
Clover Health Investments, Corp. |
Equity Micro Cap |
$983.75M |
$1.88 |
– |
– |
5.43% |
11.29% |
25.88% |
58.38% |
5.11% |
11.25% |
23.41% |
40.56% |
5.17% |
11.38% |
23.68% |
41.02% |
2020-06-01 |
70 |
2026-03-24 |
| CSIQ |
Canadian Solar Inc. |
Equity Micro Cap |
$854.90M |
$12.77 |
– |
– |
4.70% |
11.03% |
22.21% |
38.68% |
5.40% |
11.88% |
24.74% |
42.84% |
5.40% |
11.88% |
24.72% |
42.82% |
2006-11-01 |
233 |
2026-03-24 |
| CTRM |
Castor Maritime Inc. |
Equity Micro Cap |
$18.70M |
$1.94 |
– |
– |
6.44% |
12.62% |
33.39% |
88.61% |
4.15% |
9.14% |
19.02% |
32.94% |
4.18% |
9.21% |
19.17% |
33.20% |
2019-02-01 |
86 |
2026-03-24 |
| CTXR |
Citius Pharmaceuticals, Inc. |
Equity Micro Cap |
$17.14M |
$0.7662 |
– |
– |
6.69% |
14.53% |
29.42% |
41.56% |
10.79% |
23.76% |
49.46% |
85.66% |
10.63% |
23.40% |
48.71% |
84.38% |
2014-12-01 |
128 |
2026-03-24 |
| DBI |
Designer Brands Inc. |
Equity Micro Cap |
$270.02M |
$5.44 |
3.70% |
$0.20 |
3.91% |
8.09% |
15.99% |
28.59% |
5.54% |
12.20% |
25.40% |
43.99% |
5.55% |
12.22% |
25.43% |
44.04% |
2005-06-01 |
250 |
2026-03-24 |
| EGAN |
eGain Corporation |
Equity Micro Cap |
$257.43M |
$9.40 |
– |
– |
6.63% |
11.87% |
25.17% |
39.60% |
5.14% |
11.31% |
23.54% |
40.76% |
5.27% |
11.59% |
24.13% |
41.80% |
1999-09-01 |
318 |
2026-02-22 |
| ETD |
Ethan Allen Interiors Inc. |
Equity Micro Cap |
$573.81M |
$22.55 |
7.12% |
$1.56 |
2.61% |
5.71% |
10.98% |
17.33% |
2.19% |
4.81% |
10.02% |
17.36% |
2.71% |
5.96% |
12.40% |
21.48% |
1993-03-01 |
397 |
2026-03-24 |
| FVRR |
Fiverr International Ltd. |
Equity Micro Cap |
$364.54M |
$10.14 |
– |
– |
4.31% |
9.43% |
18.38% |
39.27% |
4.19% |
9.23% |
19.22% |
33.28% |
4.21% |
9.26% |
19.28% |
33.40% |
2019-06-01 |
82 |
2026-03-24 |
| GPRO |
GoPro, Inc. |
Equity Micro Cap |
$107.03M |
$0.6520 |
– |
– |
4.22% |
9.47% |
18.84% |
34.27% |
10.47% |
23.05% |
47.98% |
83.10% |
10.43% |
22.97% |
47.81% |
82.81% |
2014-06-01 |
142 |
2026-03-24 |
| HOFT |
Hooker Furnishings Corporation |
Equity Micro Cap |
$127.39M |
$11.82 |
8.39% |
$0.92 |
2.84% |
6.16% |
12.54% |
21.09% |
11.38% |
25.06% |
52.16% |
90.35% |
11.10% |
24.43% |
50.86% |
88.09% |
2002-06-01 |
286 |
2026-03-24 |
| INVZ |
Innoviz Technologies Ltd. |
Equity Micro Cap |
$145.30M |
$0.6773 |
– |
– |
5.36% |
12.27% |
28.18% |
54.49% |
11.49% |
25.29% |
52.65% |
91.19% |
11.42% |
25.13% |
52.32% |
90.63% |
2020-07-01 |
69 |
2026-03-24 |
| KPTI |
Karyopharm Therapeutics Inc. |
Equity Micro Cap |
$129.69M |
$7.07 |
– |
– |
5.54% |
12.38% |
24.96% |
33.71% |
26.42% |
58.15% |
121.05% |
209.67% |
25.79% |
56.77% |
118.18% |
204.69% |
2013-11-01 |
149 |
2026-03-24 |
| MGPI |
MGP Ingredients, Inc. |
Equity Micro Cap |
$552.16M |
$25.93 |
1.88% |
$0.48 |
3.38% |
7.04% |
14.89% |
30.67% |
2.32% |
5.11% |
10.63% |
18.42% |
4.69% |
10.32% |
21.48% |
37.21% |
1988-10-01 |
449 |
2026-02-22 |
| MVIS |
MicroVision, Inc. |
Equity Micro Cap |
$210.13M |
$0.6854 |
– |
– |
6.13% |
16.44% |
27.71% |
64.22% |
9.66% |
21.27% |
44.27% |
76.67% |
9.65% |
21.23% |
44.20% |
76.56% |
1996-08-01 |
356 |
2026-03-24 |
| OCGN |
Ocugen, Inc. |
Equity Micro Cap |
$660.71M |
$2.02 |
– |
– |
10.03% |
45.48% |
68.35% |
129.26% |
7.71% |
16.98% |
35.35% |
61.22% |
7.55% |
16.63% |
34.62% |
59.96% |
2014-12-01 |
136 |
2026-03-24 |
| PLAY |
Dave & Buster's Entertainment, Inc. |
Equity Micro Cap |
$425.87M |
$12.28 |
– |
– |
4.19% |
8.22% |
15.04% |
29.72% |
5.81% |
12.80% |
26.64% |
46.13% |
5.86% |
12.89% |
26.84% |
46.48% |
2014-10-01 |
138 |
2026-03-24 |
| PRPL |
Purple Innovation, Inc. |
Equity Micro Cap |
$76.05M |
$0.7026 |
– |
– |
5.31% |
11.15% |
22.80% |
36.00% |
14.23% |
31.33% |
65.21% |
112.94% |
14.17% |
31.20% |
64.95% |
112.50% |
2015-10-01 |
124 |
2026-03-24 |
| RPD |
Rapid7, Inc. |
Equity Micro Cap |
$430.21M |
$6.57 |
– |
– |
3.13% |
7.12% |
13.01% |
22.91% |
6.56% |
14.45% |
30.07% |
52.08% |
6.66% |
14.65% |
30.50% |
52.83% |
2015-07-01 |
128 |
2026-02-22 |
| SABR |
Sabre Corporation |
Equity Micro Cap |
$582.87M |
$1.48 |
– |
– |
3.97% |
9.04% |
15.37% |
22.43% |
5.93% |
13.05% |
27.16% |
47.04% |
5.81% |
12.78% |
26.61% |
46.09% |
2014-04-01 |
144 |
2026-03-24 |
| SENS |
Senseonics Holdings, Inc. |
Equity Micro Cap |
$278.61M |
$6.67 |
– |
– |
5.85% |
13.87% |
30.49% |
92.96% |
6.57% |
14.45% |
30.09% |
52.11% |
6.58% |
14.49% |
30.16% |
52.25% |
2015-12-01 |
122 |
2026-03-24 |
| SNDL |
SNDL Inc. |
Equity Micro Cap |
$348.63M |
$1.34 |
– |
– |
7.29% |
20.15% |
52.38% |
98.76% |
4.14% |
9.11% |
18.96% |
32.84% |
4.08% |
8.99% |
18.72% |
32.42% |
2019-08-01 |
80 |
2026-03-24 |
| SPWH |
Sportsman's Warehouse Holdings, Inc. |
Equity Micro Cap |
$52.14M |
$1.35 |
– |
– |
4.16% |
8.36% |
18.11% |
31.50% |
13.00% |
28.61% |
59.56% |
103.16% |
12.89% |
28.39% |
59.09% |
102.34% |
2014-04-01 |
144 |
2026-03-24 |
| SQQQ |
ProShares UltraPro Short QQQ |
Equity Micro Cap |
– |
$78.19 |
– |
– |
3.85% |
8.23% |
13.72% |
17.76% |
16.81% |
37.01% |
77.04% |
133.44% |
4.58% |
10.08% |
20.99% |
36.36% |
2010-02-01 |
194 |
2026-03-24 |
| TDOC |
Teladoc Health, Inc. |
Equity Micro Cap |
$969.58M |
$5.43 |
– |
– |
3.85% |
8.66% |
15.71% |
27.71% |
5.38% |
11.84% |
24.64% |
42.68% |
5.39% |
11.86% |
24.70% |
42.77% |
2015-07-01 |
129 |
2026-03-24 |
| TQQQ |
ProShares UltraPro QQQ |
Equity Micro Cap |
– |
$44.22 |
– |
– |
3.84% |
8.25% |
15.47% |
25.01% |
6.14% |
13.52% |
28.14% |
48.74% |
4.51% |
9.93% |
20.68% |
35.82% |
2010-02-01 |
194 |
2026-03-24 |
| TRVG |
trivago N.V. |
Equity Micro Cap |
$191.52M |
$2.71 |
– |
– |
4.16% |
8.90% |
17.89% |
35.29% |
8.46% |
18.63% |
38.78% |
67.17% |
8.46% |
18.63% |
38.79% |
67.19% |
2016-12-01 |
112 |
2026-03-24 |
| XNCR |
Xencor, Inc. |
Equity Micro Cap |
$899.50M |
$12.27 |
– |
– |
3.46% |
7.65% |
15.35% |
25.09% |
9.17% |
20.18% |
42.00% |
72.75% |
9.04% |
19.91% |
41.44% |
71.78% |
2013-12-01 |
148 |
2026-03-24 |
| AAL |
American Airlines Group Inc. |
Equity Mid Cap |
$7.13B |
$10.79 |
– |
– |
4.07% |
9.20% |
18.30% |
26.92% |
3.78% |
8.33% |
17.34% |
30.03% |
3.81% |
8.38% |
17.45% |
30.22% |
2005-09-01 |
247 |
2026-03-24 |
| AAP |
Advance Auto Parts, Inc. |
Equity Mid Cap |
$3.03B |
$50.47 |
2.13% |
$1.00 |
2.38% |
5.09% |
10.14% |
18.82% |
3.62% |
7.96% |
16.57% |
28.70% |
3.62% |
7.96% |
16.58% |
28.71% |
2001-11-01 |
293 |
2026-03-24 |
| ABG |
Asbury Automotive Group, Inc. |
Equity Mid Cap |
$3.77B |
$193.91 |
– |
– |
3.19% |
6.92% |
14.44% |
27.25% |
2.58% |
5.68% |
11.82% |
20.47% |
2.85% |
6.28% |
13.07% |
22.64% |
2002-03-01 |
289 |
2026-03-24 |
| ANF |
Abercrombie & Fitch Co. |
Equity Mid Cap |
$4.14B |
$88.03 |
– |
– |
3.53% |
8.00% |
15.46% |
29.88% |
3.25% |
7.16% |
14.91% |
25.82% |
3.31% |
7.28% |
15.15% |
26.24% |
1996-09-01 |
355 |
2026-03-24 |
| ASO |
Academy Sports and Outdoors, Inc. |
Equity Mid Cap |
$3.52B |
$52.83 |
1.04% |
$0.54 |
2.98% |
6.43% |
11.59% |
21.17% |
2.71% |
5.96% |
12.41% |
21.49% |
3.29% |
7.25% |
15.10% |
26.15% |
2020-10-01 |
66 |
2026-03-24 |
| BILL |
BILL Holdings, Inc. |
Equity Mid Cap |
$4.02B |
$40.13 |
– |
– |
4.63% |
9.80% |
19.79% |
31.81% |
4.38% |
9.64% |
20.07% |
34.76% |
4.44% |
9.76% |
20.33% |
35.21% |
2019-12-01 |
76 |
2026-03-24 |
| CHWY |
Chewy, Inc. |
Equity Mid Cap |
$9.79B |
$23.60 |
– |
– |
3.87% |
8.41% |
16.44% |
30.47% |
4.10% |
9.02% |
18.77% |
32.51% |
4.15% |
9.14% |
19.03% |
32.96% |
2019-06-01 |
82 |
2026-03-24 |
| CLF |
Cleveland-Cliffs Inc. |
Equity Mid Cap |
$4.58B |
$8.03 |
– |
– |
3.20% |
7.17% |
14.29% |
28.00% |
4.79% |
10.54% |
21.95% |
38.01% |
4.77% |
10.51% |
21.88% |
37.89% |
1973-02-01 |
638 |
2026-03-24 |
| CROX |
Crocs, Inc. |
Equity Mid Cap |
$4.10B |
$79.00 |
– |
– |
4.11% |
9.30% |
17.21% |
33.40% |
3.78% |
8.33% |
17.34% |
30.03% |
3.80% |
8.37% |
17.43% |
30.19% |
2006-02-01 |
242 |
2026-03-24 |
| CZR |
Caesars Entertainment, Inc. |
Equity Mid Cap |
$5.46B |
$26.73 |
– |
– |
3.70% |
7.64% |
17.07% |
26.61% |
3.17% |
6.97% |
14.51% |
25.13% |
3.20% |
7.05% |
14.67% |
25.42% |
2014-09-01 |
139 |
2026-03-24 |
| DBX |
Dropbox, Inc. |
Equity Mid Cap |
$6.18B |
$24.69 |
– |
– |
2.42% |
5.39% |
8.64% |
15.04% |
2.46% |
5.42% |
11.27% |
19.53% |
2.85% |
6.28% |
13.08% |
22.66% |
2018-03-01 |
97 |
2026-03-24 |
| DOCU |
DocuSign, Inc. |
Equity Mid Cap |
$9.39B |
$48.27 |
– |
– |
3.57% |
7.71% |
13.89% |
31.52% |
3.26% |
7.17% |
14.92% |
25.84% |
3.31% |
7.29% |
15.18% |
26.29% |
2018-04-01 |
96 |
2026-03-24 |
| ENPH |
Enphase Energy, Inc. |
Equity Mid Cap |
$5.45B |
$41.56 |
– |
– |
5.04% |
11.56% |
23.89% |
44.61% |
5.08% |
11.17% |
23.26% |
40.29% |
5.12% |
11.27% |
23.47% |
40.65% |
2012-03-01 |
169 |
2026-03-24 |
| ENVA |
Enova International, Inc. |
Equity Mid Cap |
$3.48B |
$139.05 |
– |
– |
3.27% |
7.24% |
14.44% |
25.45% |
3.42% |
7.54% |
15.69% |
27.18% |
3.45% |
7.60% |
15.83% |
27.41% |
2014-11-01 |
137 |
2026-03-24 |
| FSLY |
Fastly, Inc. |
Equity Mid Cap |
$4.22B |
$27.79 |
– |
– |
5.49% |
13.68% |
27.16% |
82.92% |
7.17% |
15.79% |
32.87% |
56.93% |
7.20% |
15.86% |
33.01% |
57.18% |
2019-05-01 |
83 |
2026-03-24 |
| KMX |
CarMax, Inc. |
Equity Mid Cap |
$6.35B |
$43.22 |
– |
– |
3.11% |
7.00% |
14.39% |
24.70% |
3.71% |
8.17% |
17.00% |
29.45% |
3.77% |
8.30% |
17.28% |
29.93% |
1997-02-01 |
350 |
2026-03-24 |
| LAD |
Lithia Motors, Inc. |
Equity Mid Cap |
$5.93B |
$253.52 |
0.91% |
$2.20 |
3.55% |
8.42% |
14.11% |
35.70% |
2.61% |
5.76% |
11.98% |
20.75% |
2.89% |
6.35% |
13.22% |
22.91% |
1996-12-01 |
352 |
2026-03-24 |
| LCID |
Lucid Group, Inc. |
Equity Mid Cap |
$3.37B |
$10.29 |
– |
– |
5.50% |
11.78% |
26.82% |
40.55% |
4.87% |
10.73% |
22.33% |
38.68% |
4.92% |
10.82% |
22.52% |
39.01% |
2020-09-01 |
67 |
2026-03-24 |
| LMND |
Lemonade, Inc. |
Equity Mid Cap |
$5.08B |
$66.56 |
– |
– |
5.40% |
12.91% |
27.40% |
56.15% |
5.72% |
12.60% |
26.22% |
45.41% |
5.78% |
12.72% |
26.49% |
45.87% |
2020-07-01 |
69 |
2026-03-24 |
| MTN |
Vail Resorts, Inc. |
Equity Mid Cap |
$4.77B |
$133.33 |
6.77% |
$8.88 |
2.33% |
5.00% |
9.30% |
13.69% |
2.69% |
5.93% |
12.33% |
21.36% |
2.95% |
6.50% |
13.53% |
23.44% |
1997-02-01 |
350 |
2026-03-24 |
| NCLH |
Norwegian Cruise Line Holdings Ltd. |
Equity Mid Cap |
$9.22B |
$20.25 |
– |
– |
3.50% |
7.35% |
14.76% |
24.32% |
4.07% |
8.95% |
18.64% |
32.28% |
4.12% |
9.07% |
18.87% |
32.69% |
2013-01-01 |
159 |
2026-03-24 |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc. |
Equity Mid Cap |
$5.86B |
$95.53 |
– |
– |
2.71% |
5.57% |
11.72% |
19.34% |
2.30% |
5.05% |
10.52% |
18.22% |
2.49% |
5.49% |
11.42% |
19.79% |
2015-07-01 |
129 |
2026-03-24 |
| PEGA |
Pegasystems Inc. |
Equity Mid Cap |
$7.70B |
$45.36 |
0.20% |
$0.09 |
4.07% |
9.45% |
18.55% |
28.41% |
3.23% |
7.10% |
14.79% |
25.62% |
3.25% |
7.16% |
14.91% |
25.82% |
1996-07-01 |
356 |
2026-02-22 |
| PLUG |
Plug Power Inc. |
Equity Mid Cap |
$3.17B |
$2.27 |
– |
– |
6.11% |
14.14% |
29.12% |
80.33% |
5.41% |
11.91% |
24.79% |
42.94% |
5.49% |
12.08% |
25.15% |
43.55% |
1999-10-01 |
318 |
2026-03-24 |
| QS |
QuantumScape Corporation |
Equity Mid Cap |
$4.25B |
$6.94 |
– |
– |
6.74% |
17.27% |
45.53% |
75.69% |
5.09% |
11.20% |
23.30% |
40.36% |
5.06% |
11.13% |
23.17% |
40.14% |
2020-08-01 |
68 |
2026-03-24 |
| RNG |
RingCentral, Inc. |
Equity Mid Cap |
$3.26B |
$38.13 |
– |
– |
3.37% |
7.29% |
13.04% |
23.30% |
5.93% |
13.06% |
27.20% |
47.11% |
4.30% |
9.47% |
19.71% |
34.14% |
2013-09-01 |
151 |
2026-03-24 |
| SLM |
SLM Corporation |
Equity Mid Cap |
$4.59B |
$22.60 |
2.22% |
$0.52 |
2.52% |
5.45% |
10.16% |
17.62% |
8.03% |
17.67% |
36.78% |
63.71% |
7.92% |
17.44% |
36.31% |
62.89% |
1983-09-01 |
510 |
2026-02-22 |
| SNAP |
Snap Inc. |
Equity Mid Cap |
$7.61B |
$4.50 |
– |
– |
4.53% |
9.29% |
17.69% |
31.86% |
4.72% |
10.40% |
21.65% |
37.50% |
4.72% |
10.40% |
21.65% |
37.50% |
2017-03-01 |
109 |
2026-03-24 |
| TNL |
Travel + Leisure Co. |
Equity Mid Cap |
$4.49B |
$71.94 |
3.27% |
$2.24 |
2.91% |
6.67% |
15.64% |
19.57% |
1.66% |
3.66% |
7.61% |
13.18% |
1.86% |
4.10% |
8.53% |
14.78% |
2006-07-01 |
237 |
2026-03-24 |
| U |
Unity Software Inc. |
Equity Mid Cap |
$8.04B |
$18.56 |
– |
– |
4.85% |
10.61% |
20.73% |
35.97% |
5.50% |
12.12% |
25.22% |
43.68% |
5.49% |
12.09% |
25.17% |
43.60% |
2020-09-01 |
67 |
2026-03-24 |
| URBN |
Urban Outfitters, Inc. |
Equity Mid Cap |
$6.13B |
$68.35 |
– |
– |
3.16% |
7.00% |
13.30% |
22.19% |
3.54% |
7.79% |
16.21% |
28.08% |
3.56% |
7.83% |
16.31% |
28.25% |
1993-11-01 |
388 |
2026-02-22 |
| WH |
Wyndham Hotels & Resorts, Inc. |
Equity Mid Cap |
$5.88B |
$78.18 |
2.15% |
$1.64 |
2.27% |
4.82% |
9.02% |
13.80% |
2.46% |
5.43% |
11.29% |
19.56% |
2.90% |
6.38% |
13.27% |
22.99% |
2018-05-01 |
95 |
2026-03-24 |
| AEO |
American Eagle Outfitters, Inc. |
Equity Small Cap |
$2.90B |
$17.11 |
2.90% |
$0.50 |
3.44% |
7.49% |
16.02% |
32.35% |
4.01% |
8.82% |
18.36% |
31.81% |
3.99% |
8.78% |
18.27% |
31.64% |
1994-04-01 |
384 |
2026-03-24 |
| APPN |
Appian Corporation |
Equity Small Cap |
$1.88B |
$25.41 |
– |
– |
4.15% |
9.29% |
19.86% |
45.57% |
3.54% |
7.78% |
16.21% |
28.07% |
3.55% |
7.81% |
16.27% |
28.17% |
2017-05-01 |
107 |
2026-03-24 |
| CAKE |
The Cheesecake Factory Incorporated |
Equity Small Cap |
$2.83B |
$56.78 |
1.89% |
$1.08 |
2.68% |
5.78% |
10.82% |
18.84% |
2.79% |
6.15% |
12.80% |
22.17% |
3.07% |
6.76% |
14.07% |
24.37% |
1992-09-01 |
403 |
2026-03-24 |
| CNXC |
Concentrix Corporation |
Equity Small Cap |
$2.05B |
$32.85 |
4.19% |
$1.36 |
2.92% |
6.01% |
11.38% |
22.16% |
4.40% |
9.70% |
20.18% |
34.96% |
4.39% |
9.67% |
20.12% |
34.85% |
2020-12-01 |
63 |
2026-02-22 |
| DQ |
Daqo New Energy Corp. |
Equity Small Cap |
$1.40B |
$20.82 |
– |
– |
5.12% |
11.72% |
26.18% |
55.44% |
4.17% |
9.18% |
19.11% |
33.10% |
4.15% |
9.14% |
19.03% |
32.96% |
2010-10-01 |
186 |
2026-03-24 |
| DXPE |
DXP Enterprises, Inc. |
Equity Small Cap |
$2.34B |
$149.13 |
– |
– |
5.47% |
10.66% |
20.92% |
32.01% |
3.38% |
7.44% |
15.49% |
26.84% |
3.46% |
7.62% |
15.85% |
27.46% |
1998-05-01 |
330 |
2026-02-22 |
| HRMY |
Harmony Biosciences Holdings, Inc. |
Equity Small Cap |
$1.68B |
$29.16 |
– |
– |
3.34% |
7.26% |
13.01% |
23.36% |
5.05% |
11.12% |
23.15% |
40.09% |
5.12% |
11.26% |
23.44% |
40.60% |
2020-08-01 |
67 |
2026-02-22 |
| KSS |
Kohl's Corporation |
Equity Small Cap |
$1.45B |
$12.94 |
4.02% |
$0.50 |
2.84% |
6.12% |
11.49% |
20.58% |
4.71% |
10.36% |
21.57% |
37.36% |
4.55% |
10.01% |
20.83% |
36.08% |
1992-05-01 |
407 |
2026-03-24 |
| LC |
LendingClub Corporation |
Equity Small Cap |
$1.69B |
$14.69 |
– |
– |
4.00% |
9.12% |
18.19% |
38.60% |
4.45% |
9.79% |
20.38% |
35.30% |
4.47% |
9.83% |
20.47% |
35.45% |
2014-12-01 |
136 |
2026-03-24 |
| LKFN |
Lakeland Financial Corporation |
Equity Small Cap |
$1.54B |
$60.23 |
3.34% |
$2.02 |
2.29% |
4.20% |
7.23% |
11.25% |
4.16% |
9.15% |
19.04% |
32.99% |
4.00% |
8.82% |
18.35% |
31.79% |
1997-08-01 |
343 |
2026-02-22 |
| LZB |
La-Z-Boy Incorporated |
Equity Small Cap |
$1.36B |
$33.04 |
2.86% |
$0.90 |
2.72% |
5.95% |
13.98% |
24.95% |
2.06% |
4.54% |
9.45% |
16.38% |
2.31% |
5.08% |
10.57% |
18.31% |
1973-05-01 |
635 |
2026-03-24 |
| NCNO |
nCino, Inc. |
Equity Small Cap |
$1.79B |
$15.47 |
– |
– |
3.41% |
6.89% |
10.91% |
16.85% |
4.46% |
9.82% |
20.43% |
35.39% |
4.40% |
9.70% |
20.18% |
34.96% |
2020-07-01 |
69 |
2026-03-24 |
| PDFS |
PDF Solutions, Inc. |
Equity Small Cap |
$1.28B |
$32.43 |
– |
– |
3.29% |
7.40% |
14.93% |
24.09% |
2.37% |
5.23% |
10.88% |
18.84% |
3.64% |
8.01% |
16.68% |
28.89% |
2001-07-01 |
296 |
2026-02-22 |
| PENN |
PENN Entertainment, Inc. |
Equity Small Cap |
$1.93B |
$14.45 |
– |
– |
3.38% |
7.23% |
14.93% |
26.11% |
3.76% |
8.27% |
17.22% |
29.83% |
3.81% |
8.38% |
17.45% |
30.22% |
1994-05-01 |
383 |
2026-03-24 |
| RUN |
Sunrun Inc. |
Equity Small Cap |
$2.88B |
$12.27 |
– |
– |
5.00% |
11.34% |
23.16% |
42.78% |
6.03% |
13.27% |
27.62% |
47.84% |
6.07% |
13.37% |
27.82% |
48.19% |
2015-08-01 |
128 |
2026-03-24 |
| SAH |
Sonic Automotive, Inc. |
Equity Small Cap |
$2.14B |
$63.87 |
2.43% |
$1.46 |
3.56% |
8.50% |
18.60% |
30.45% |
2.86% |
6.30% |
13.11% |
22.71% |
3.03% |
6.68% |
13.90% |
24.07% |
1997-11-01 |
341 |
2026-03-24 |
| SEDG |
SolarEdge Technologies, Inc. |
Equity Small Cap |
$2.80B |
$46.44 |
– |
– |
4.59% |
10.17% |
17.82% |
35.50% |
6.57% |
14.47% |
30.12% |
52.17% |
6.51% |
14.34% |
29.85% |
51.70% |
2015-03-01 |
133 |
2026-03-24 |
| SONO |
Sonos, Inc. |
Equity Small Cap |
$1.64B |
$13.55 |
– |
– |
3.43% |
7.47% |
16.00% |
29.18% |
3.88% |
8.54% |
17.78% |
30.80% |
3.84% |
8.45% |
17.59% |
30.47% |
2018-08-01 |
92 |
2026-03-24 |
| SRPT |
Sarepta Therapeutics, Inc. |
Equity Small Cap |
$1.83B |
$17.41 |
– |
– |
6.04% |
12.65% |
26.52% |
44.43% |
6.06% |
13.35% |
27.78% |
48.12% |
6.00% |
13.20% |
27.49% |
47.61% |
1997-06-01 |
346 |
2026-03-24 |
| TXG |
10x Genomics, Inc. |
Equity Small Cap |
$2.42B |
$18.94 |
– |
– |
4.21% |
9.45% |
17.23% |
35.00% |
5.94% |
13.07% |
27.21% |
47.13% |
5.96% |
13.12% |
27.32% |
47.31% |
2019-09-01 |
79 |
2026-03-24 |
| UAA |
Under Armour, Inc. |
Equity Small Cap |
$2.63B |
$6.18 |
– |
– |
3.21% |
7.31% |
13.37% |
20.83% |
3.71% |
8.17% |
17.00% |
29.44% |
3.73% |
8.21% |
17.08% |
29.59% |
2005-11-01 |
245 |
2026-03-24 |
| UPST |
Upstart Holdings, Inc. |
Equity Small Cap |
$2.65B |
$27.07 |
– |
– |
7.27% |
18.33% |
34.78% |
103.00% |
5.57% |
12.27% |
25.54% |
44.23% |
5.53% |
12.18% |
25.36% |
43.92% |
2020-12-01 |
64 |
2026-03-24 |
| UPWK |
Upwork Inc. |
Equity Small Cap |
$1.48B |
$11.36 |
– |
– |
4.09% |
8.72% |
18.45% |
34.35% |
4.71% |
10.36% |
21.56% |
37.35% |
4.71% |
10.37% |
21.59% |
37.40% |
2018-10-01 |
90 |
2026-03-24 |
| VAC |
Marriott Vacations Worldwide Corporation |
Equity Small Cap |
$2.47B |
$71.39 |
4.67% |
$3.17 |
2.61% |
5.58% |
11.43% |
18.80% |
3.32% |
7.31% |
15.22% |
26.35% |
3.26% |
7.18% |
14.94% |
25.88% |
2011-11-01 |
173 |
2026-03-24 |
| WEN |
The Wendy's Company |
Equity Small Cap |
$1.35B |
$7.07 |
9.45% |
$0.67 |
3.06% |
6.11% |
11.57% |
21.99% |
3.57% |
7.85% |
16.34% |
28.30% |
3.40% |
7.48% |
15.56% |
26.95% |
1980-05-01 |
551 |
2026-03-24 |
| YELP |
Yelp Inc. |
Equity Small Cap |
$1.52B |
$24.75 |
– |
– |
3.29% |
6.86% |
13.92% |
23.24% |
3.11% |
6.86% |
14.27% |
24.72% |
3.15% |
6.94% |
14.45% |
25.02% |
2012-03-01 |
169 |
2026-03-24 |
| YETI |
YETI Holdings, Inc. |
Equity Small Cap |
$2.92B |
$37.51 |
– |
– |
3.36% |
7.10% |
15.27% |
31.20% |
3.26% |
7.18% |
14.95% |
25.89% |
3.30% |
7.27% |
15.14% |
26.22% |
2018-10-01 |
90 |
2026-03-24 |