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Littelfuse, Inc. Performance Food Group Company Thermo Fisher Scientific Inc. Marsh & McLennan Companies, Inc. Liquidia Corporation Modine Manufacturing Company International Paper Company Oracle Corporation On Holding Samsara Inc. Crown Castle Inc. Hurco Companies, Inc. Anterix Inc. Danaher Corporation Honeywell International Inc. BJ's Wholesale Club Holdings, Inc. Corning Incorporated Roper Technologies, Inc. Ciena Corporation Dover Corporation Sysco Corporation TFS Financial Corporation Taiwan Semiconductor Manufacturing Company Limited Interactive Brokers Group, Inc. Crescent Energy Company AECOM Helios Technologies, Inc. Boston Scientific Corporation Jacobs Solutions Inc. Quality of Companies Roblox Corporation Stevanato Group S.p. A. Labcorp Holdings Inc. Graphic Packaging Holding Company Astera Labs, Inc. Operational Improvement Iron Mountain Incorporated Fiserv, Inc. Accenture plc NIKE, Inc. Ecolab Inc. Liberty Live Holdings, Inc. Torrid Holdings Inc. L3Harris Technologies Norfolk Southern Corporation Calumet, Inc. Earnings Growth Stran & Company, Inc. Corporate Returns Teva Pharmaceutical Industries Tradeweb Markets Inc. ICON Public Limited Company Commercial Metals Company Varex Imaging Corporation Rocket Lab Corporation TransUnion Coherent Corp. Elevance Health, Inc. Hagerty, Inc. Kingsway Financial Services Inc. Research Solutions, Inc. Floor & Decor Holdings, Inc. DraftKings Inc. Chubb Alphabet Inc. Alnylam Pharmaceuticals, Inc. Performance Building Materials Distribution AppLovin Corporation Ryan Specialty Holdings, Inc. Tapestry, Inc. Tractor Supply Company Environmental Technology C.H. Robinson Worldwide, Inc. Vicor Corporation Wix.com Ltd. Recurve Capital Palantir Technologies Inc. Monster Beverage Corporation Gartner, Inc. Amphenol Corporation NVIDIA Corporation Monday.com Ltd. Western Alliance Bancorporation Medpace Holdings, Inc.
The firm says weaker demand for advisory services, falling salvage‑insurance volumes and signs of peaking cloud growth drove tactical sales and a push into retailers, pet‑health stocks and companies tied to AI chip and data‑center buildout.
