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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Comfort Systems USA, Inc. Common Stock	FIX	1,394.65	1464.07	344,650	-4.74%	-69.42
Parker-Hannifin	PH	941.79	966.26	345,776	-2.53%	-24.47
Quanta Services	PWR	594.50	618.41	899,562	-3.87%	-23.91
EMCOR Group, Inc. Common Stock	EME	700.53	716.79	285,102	-2.27%	-16.26
Meta Platforms, Inc. - Class A Common Stock	META	689.49	705.44	11,220,601	-2.26%	-15.95
Tower Semiconductor Ltd. - Ordinary Shares	TSEM	185.04	200.30	3,142,788	-7.62%	-15.26
DaVita HealthCare Partner	DVA	171.83	187.00	1,477,984	-8.11%	-15.17
GE Vernova Inc. Common Stock	GEV	893.38	908.44	1,789,342	-1.66%	-15.07
Sterling Infrastructure, Inc. - Common Stock	STRL	410.42	423.48	414,149	-3.08%	-13.06
ASML Holding N.V. - New York Registry Shares	ASML	1,634.65	1647.12	694,619	-0.76%	-12.47
General Electric	GE	299.64	311.28	6,052,483	-3.74%	-11.64
Howmet Aerospace Inc. Common Stock	HWM	208.76	220.03	3,192,412	-5.12%	-11.27
Argan, Inc. Common Stock	AGX	345.12	355.44	152,565	-2.90%	-10.31
New Fortress Energy Inc. - Series A Mandatorily Convertible Preferred Stock	NFEGP	240.00	250.00	10,803	-4.00%	-10.00
Eaton Corp Plc	ETN	381.68	391.50	1,758,913	-2.51%	-9.82
IES Holdings, Inc. - Common Stock	IESC	241.68	250.82	211,569	-3.64%	-9.14
Strive, Inc. - 15.00% Series A Perpetual SATS Preferred Stock	SATS	94.93	103.92	711,639	-8.65%	-8.99
MYR Group, Inc. - Common Stock	MYRG	276.56	284.94	152,636	-2.94%	-8.38
Applied Materials	AMAT	405.07	413.11	3,682,616	-1.95%	-8.04
Carpenter Technology Corporation Common Stock	CRS	370.48	378.31	346,918	-2.07%	-7.83
Lumentum Holdings Inc. - Common Stock	LITE	826.84	834.51	3,524,453	-0.92%	-7.67
Lam Research	LRCX	264.63	272.20	4,605,420	-2.78%	-7.57
DXP Enterprises, Inc. - Common Stock	DXPE	171.47	178.99	112,343	-4.20%	-7.52
Synopsys, Inc. - Common Stock	SNPS	447.15	454.58	841,494	-1.63%	-7.43
RBC Bearings Incorporated Common Stock	RBC	496.37	503.79	92,696	-1.47%	-7.42
Sea Limited American Depositary Shares	SE	81.11	88.47	11,890,830	-8.32%	-7.36
Arm Holdings plc - American Depositary Shares	ARM	221.49	228.05	3,583,546	-2.88%	-6.56
General Motors	GM	76.25	82.75	15,720,853	-7.86%	-6.50
Sanmina Corporation - Common Stock	SANM	170.13	176.48	363,929	-3.60%	-6.35
Valmont Industries, Inc. Common Stock	VMI	446.02	452.25	239,545	-1.38%	-6.23

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