Each N-PORT filing of ESML compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/esml/https://themulden.com/funds/esml/892 positions became 899: 50 added (4.18% of the fund), 43 dropped (5.92%). Turnover proxy 15%. Largest increases: SANDISK CORPORATION 1.39% to 3.6%; STERLING INFRASTRUCTURE, INC. 0.23% to 0.45%; MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.23% to 0.37%; AKAMAI TECHNOLOGIES, INC. 0.33% to 0.45%; TD SYNNEX CORPORATION 0.2% to 0.33%; LATTICE SEMICONDUCTOR CORPORATION 0.25% to 0.37%. Largest decreases: SUNOCOCORP LLC 0.8% to 0.17%; US FOODS HOLDING CORP. 0.62% to 0.45%; ROYAL GOLD, INC. 0.46% to 0.33%; OSHKOSH CORPORATION 0.33% to 0.2%; HUNTINGTON INGALLS INDUSTRIES, INC. 0.34% to 0.23%; HECLA MINING COMPANY 0.3% to 0.2%. New: DYNATRACE, INC. (0.25%), Essential Utilities, Inc. (0.24%), NUTANIX, INC. (0.23%), THE J. M. SMUCKER COMPANY (0.19%), BXP, INC. (0.18%), DOCUSIGN, INC. (0.18%). Gone: LUMENTUM HOLDINGS INC. (0.84%), Coherent Corp. (0.67%), CASEY'S GENERAL STORES, INC. (0.58%), FTAI Aviation Ltd, (0.5%), CURTISS-WRIGHT CORPORATION (0.41%), EXACT SCIENCES CORPORATION (0.39%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jul 2026 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/915 positions became 892: 8 added (0.23% of the fund), 31 dropped (2.65%). Turnover proxy 10.2%. Largest increases: SANDISK CORPORATION 0.52% to 1.39%; LUMENTUM HOLDINGS INC. 0.41% to 0.84%; Coherent Corp. 0.45% to 0.67%; FTAI Aviation Ltd, 0.3% to 0.5%; TECHNIPFMC PLC 0.45% to 0.62%; RAYONIER INC. 0.08% to 0.25%. Largest decreases: Unity Software Inc 0.23% to 0.09%; GUIDEWIRE SOFTWARE, INC. 0.37% to 0.23%; HIMS & HERS HEALTH, INC. 0.14% to 0.05%; FACTSET RESEARCH SYSTEMS INC. 0.32% to 0.24%; SLM CORPORATION 0.18% to 0.11%; PLANET FITNESS, INC. 0.23% to 0.16%. New: Definium Therapeutics Inc (0.07%), LIBERTY LIVE HOLDINGS, INC. (0.05%), INDIVIOR PHARMACEUTICALS, INC. (0.05%), Tilray Brands, Inc. (0.03%), HUDSON PACIFIC PROPERTIES, INC. (0.02%), Atrium Therapeutics Inc (0%). Gone: OMNICOM GROUP INC. (0.23%), COMERICA INCORPORATED (0.21%), SYNOVUS FINANCIAL CORP. (0.2%), DAYFORCE, INC. (0.2%), POTLATCHDELTIC CORPORATION (0.19%), Cadence Bank (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Apr 2026 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/913 positions became 915: 87 added (7.27% of the fund), 85 dropped (7.52%). Turnover proxy 14.3%. Largest increases: SANDISK CORPORATION 0.1% to 0.52%; LUMENTUM HOLDINGS INC. 0.17% to 0.41%; EXACT SCIENCES CORPORATION 0.17% to 0.41%; Coherent Corp. 0.26% to 0.45%; IONIS PHARMACEUTICALS, INC. 0.14% to 0.25%; HECLA MINING COMPANY 0.1% to 0.21%. Largest decreases: SPROUTS FARMERS MARKET, INC. 0.32% to 0.2%; STRIDE, INC. 0.16% to 0.07%; CORE & MAIN, INC. 0.26% to 0.19%; COMMVAULT SYSTEMS, INC. 0.22% to 0.14%; Duolingo Inc 0.19% to 0.12%; CarMax, Inc. 0.18% to 0.12%. New: SUNOCOCORP LLC (0.74%), FACTSET RESEARCH SYSTEMS INC. (0.32%), REVVITY, INC. (0.31%), AKAMAI TECHNOLOGIES, INC. (0.31%), CROWN HOLDINGS, INC. (0.25%), OMNICOM GROUP INC. (0.23%). Gone: COMFORT SYSTEMS USA, INC. (0.52%), INSMED INCORPORATED (0.46%), Astera Labs Inc (0.4%), Credo Technology Group Holding Ltd (0.37%), FLEX LTD. (0.35%), CIENA CORPORATION (0.26%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/907 positions became 913: 111 added (10.14% of the fund), 105 dropped (6.55%). Turnover proxy 17.4%. Largest increases: INSMED INCORPORATED 0.25% to 0.46%; Credo Technology Group Holding Ltd 0.2% to 0.37%; BLOOM ENERGY CORPORATION 0.08% to 0.21%; MR. COOPER GROUP INC. 0.08% to 0.2%; PHILLIPS EDISON & COMPANY, INC. 0.06% to 0.17%; MP MATERIALS CORP 0.06% to 0.16%. Largest decreases: Duolingo Inc 0.37% to 0.19%; SPROUTS FARMERS MARKET, INC. 0.48% to 0.32%; US FOODS HOLDING CORP. 0.7% to 0.54%; BADGER METER, INC. 0.34% to 0.19%; UNUM GROUP 0.46% to 0.31%; VAIL RESORTS, INC. 0.21% to 0.06%. New: Astera Labs Inc (0.4%), ASSURANT, INC. (0.37%), OVINTIV INC. (0.37%), THE INTERPUBLIC GROUP OF COMPANIES, INC. (0.26%), MANHATTAN ASSOCIATES, INC. (0.25%), DAYFORCE, INC. (0.24%). Gone: TAPESTRY, INC. (0.42%), BWX TECHNOLOGIES, INC. (0.29%), Affirm Holdings Inc (0.26%), SOFI TECHNOLOGIES, INC. (0.26%), UNITED STATES STEEL CORPORATION (0.23%), ROCKET LAB USA, INC. (0.2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Oct 2025 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/907 positions became 907: 45 added (3.73% of the fund), 45 dropped (3.92%). Turnover proxy 10.9%. Largest increases: UNUM GROUP 0.29% to 0.46%; Duolingo Inc 0.21% to 0.37%; COMFORT SYSTEMS USA, INC. 0.32% to 0.44%; CURTISS-WRIGHT CORPORATION 0.2% to 0.29%; US FOODS HOLDING CORP. 0.62% to 0.7%; ATI INC 0.17% to 0.25%. Largest decreases: FRANKLIN ELECTRIC CO., INC. 0.23% to 0.09%; V.F. CORPORATION 0.24% to 0.11%; ALASKA AIR GROUP, INC. 0.24% to 0.12%; SAREPTA THERAPEUTICS, INC. 0.19% to 0.07%; Vaxcyte Inc 0.21% to 0.1%; ONTO INNOVATION INC. 0.22% to 0.13%. New: THE MOSAIC COMPANY (0.26%), MARKETAXESS HOLDINGS INC. (0.22%), ROCKET LAB USA, INC. (0.2%), LAMB WESTON HOLDINGS, INC. (0.19%), THE TORO COMPANY (0.16%), GENPACT LIMITED (0.15%). Gone: INTERACTIVE BROKERS GROUP, INC. (0.44%), NATERA, INC. (0.35%), PATTERSON COMPANIES, INC. (0.27%), Intra-Cellular Therapies Inc (0.23%), BERRY GLOBAL GROUP, INC. (0.19%), REDDIT INC. (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Jul 2025 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/914 positions became 907: 4 added (0.2% of the fund), 11 dropped (0.95%). Turnover proxy 7%. Largest increases: TAPESTRY, INC. 0.28% to 0.43%; PATTERSON COMPANIES, INC. 0.17% to 0.27%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.32% to 0.42%; Intra-Cellular Therapies Inc 0.14% to 0.23%; GATES INDUSTRIAL CORPORATION PLC 0.07% to 0.16%; UGI CORPORATION 0.34% to 0.42%. Largest decreases: AAON, INC. 0.23% to 0.14%; COMFORT SYSTEMS USA, INC. 0.39% to 0.32%; HERC HOLDINGS INC. 0.19% to 0.13%; TOLL BROTHERS, INC. 0.24% to 0.18%; SAIA, INC. 0.27% to 0.21%; MARA HOLDINGS, INC. 0.12% to 0.07%. New: OUTFRONT MEDIA INC. (0.07%), SOUTHSIDE BANCSHARES, INC. (0.04%), S & T BANCORP, INC. (0.04%), AXOS FINANCIAL, INC. (0.04%). Gone: SUMMIT MATERIALS, INC. (0.24%), SMARTSHEET INC. (0.14%), ENLINK MIDSTREAM, LLC (0.13%), HashiCorp Inc (0.1%), Longboard Pharmaceuticals Inc (0.08%), OUTFRONT MEDIA INC. (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 23 Apr 2025 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/900 positions became 914: 113 added (7.8% of the fund), 99 dropped (5.72%). Turnover proxy 15.4%. Largest increases: ZURN ELKAY WATER SOLUTIONS CORPORATION 0.18% to 0.33%; SOFI TECHNOLOGIES, INC. 0.13% to 0.26%; US FOODS HOLDING CORP. 0.42% to 0.54%; INTERACTIVE BROKERS GROUP, INC. 0.25% to 0.37%; Duolingo Inc 0.1% to 0.21%; GAMESTOP CORP. 0.12% to 0.23%. Largest decreases: ACADIA HEALTHCARE COMPANY, INC. 0.23% to 0.1%; CIRRUS LOGIC, INC. 0.27% to 0.14%; EVERI HOLDINGS INC. 0.19% to 0.07%; OMEGA HEALTHCARE INVESTORS, INC. 0.3% to 0.19%; UMB Financial Corporation 0.25% to 0.14%; AFFILIATED MANAGERS GROUP, INC. 0.28% to 0.17%. New: PAYLOCITY HOLDING CORPORATION (0.23%), Lazard, Inc. (0.19%), CAESARS ENTERTAINMENT, INC. (0.19%), LATTICE SEMICONDUCTOR CORPORATION (0.18%), REPLIGEN CORPORATION (0.18%), CONFLUENT, INC. (0.16%). Gone: NUTANIX, INC. (0.34%), CARVANA CO. (0.3%), MDU RESOURCES GROUP, INC. (0.28%), SOUTHWESTERN ENERGY COMPANY (0.22%), NNN REIT, INC. (0.19%), FLOWERS FOODS, INC. (0.11%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 23 Jan 2025 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/916 positions became 900: 77 added (5.49% of the fund), 93 dropped (5.72%). Turnover proxy 13.6%. Largest increases: LUMEN TECHNOLOGIES, INC. 0.04% to 0.2%; REXFORD INDUSTRIAL REALTY, INC 0.25% to 0.41%; EASTGROUP PROPERTIES, INC. 0.1% to 0.24%; First BanCorp. 0.08% to 0.2%; ONE GAS, INC. 0.21% to 0.33%; RLI CORP. 0.08% to 0.19%. Largest decreases: FEDERAL REALTY INVESTMENT TRUST 0.58% to 0.33%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.5% to 0.38%; ACUITY BRANDS, INC. 0.39% to 0.28%; ANTERO RESOURCES CORPORATION 0.32% to 0.21%; VITAL FARMS, INC. 0.14% to 0.05%; ALASKA AIR GROUP, INC. 0.26% to 0.17%. New: Hasbro, Inc. (0.28%), VAIL RESORTS, INC. (0.22%), DARLING INGREDIENTS INC. (0.2%), ROBERT HALF INC. (0.19%), FMC CORPORATION (0.19%), BORGWARNER INC. (0.18%). Gone: EMCOR GROUP, INC. (0.6%), MICROSTRATEGY INCORPORATED (0.48%), PURE STORAGE, INC. (0.39%), SHOCKWAVE MEDICAL, INC. (0.3%), Equitrans Midstream Corporation (0.18%), SITE CENTERS CORP. (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Oct 2024 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/938 positions became 916: 36 added (1.89% of the fund), 58 dropped (3.44%). Turnover proxy 10.2%. Largest increases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.28% to 0.5%; MICROSTRATEGY INCORPORATED 0.26% to 0.48%; EMCOR GROUP, INC. 0.48% to 0.6%; CORE & MAIN, INC. 0.14% to 0.24%; ANTERO RESOURCES CORPORATION 0.22% to 0.32%; BADGER METER, INC. 0.26% to 0.35%. Largest decreases: Viking Therapeutics Inc 0.29% to 0.13%; SAIA, INC. 0.35% to 0.25%; WILLSCOT MOBILE MINI HOLDINGS CORP. 0.3% to 0.22%; FIVE BELOW, INC. 0.26% to 0.18%; CRISPR Therapeutics AG 0.18% to 0.1%; LINCOLN ELECTRIC HOLDINGS, INC. 0.31% to 0.24%. New: CACI INTERNATIONAL INC. (0.16%), V.F. CORPORATION (0.14%), OLD REPUBLIC INTERNATIONAL CORPORATION (0.12%), Hims & Hers Health Inc (0.09%), LUCID GROUP, INC. (0.07%), Dyne Therapeutics Inc (0.07%). Gone: WILLIAMS-SONOMA, INC. (0.46%), Karuna Therapeutics Inc (0.26%), APPLOVIN CORPORATION (0.15%), ALPINE IMMUNE SCIENCES, INC. (0.11%), CymaBay Therapeutics Inc (0.1%), FIRST HAWAIIAN, INC. (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Jul 2024 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/960 positions became 938: 75 added (5.43% of the fund), 97 dropped (5.01%). Turnover proxy 13.3%. Largest increases: Viking Therapeutics Inc 0.04% to 0.29%; Nextracker Inc 0.06% to 0.19%; MICROSTRATEGY INCORPORATED 0.13% to 0.26%; ZURN ELKAY WATER SOLUTIONS CORPORATION 0.07% to 0.18%; SCHNEIDER NATIONAL, INC. 0.07% to 0.18%; ACUITY BRANDS, INC. 0.27% to 0.37%. Largest decreases: CURTISS-WRIGHT CORPORATION 0.28% to 0.19%; RAMBUS INC. 0.27% to 0.18%; MANPOWERGROUP INC. 0.17% to 0.09%; WESCO INTERNATIONAL, INC. 0.27% to 0.19%; HANCOCK WHITNEY CORPORATION 0.16% to 0.08%; NEW YORK COMMUNITY BANCORP, INC. 0.11% to 0.04%. New: WEBSTER FINANCIAL CORPORATION (0.26%), INVESCO LTD. (0.23%), WHIRLPOOL CORPORATION (0.21%), ARAMARK (0.2%), FIRST HORIZON CORPORATION (0.19%), COMMERCE BANCSHARES, INC. (0.19%). Gone: VERTIV HOLDINGS CO (0.34%), PHYSICIANS REALTY TRUST (0.19%), CELSIUS HOLDINGS, INC. (0.18%), IMMUNOGEN, INC. (0.15%), INSPERITY, INC. (0.1%), TEXAS ROADHOUSE, INC. (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Apr 2024 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/972 positions became 960: 43 added (2.36% of the fund), 55 dropped (4.38%). Turnover proxy 10.5%. Largest increases: WILLIAMS-SONOMA, INC. 0.32% to 0.45%; ITT INC. 0.1% to 0.2%; NUTANIX, INC. 0.2% to 0.29%; BERKSHIRE HILLS BANCORP, INC. 0.04% to 0.13%; MURPHY USA INC. 0.19% to 0.27%; TOLL BROTHERS, INC. 0.09% to 0.17%. Largest decreases: BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.38% to 0.25%; COPT DEFENSE PROPERTIES 0.32% to 0.23%; NEXTERA ENERGY PARTNERS, LP 0.16% to 0.08%; BRIXMOR PROPERTY GROUP INC. 0.26% to 0.19%; TELEPHONE AND DATA SYSTEMS, INC. 0.15% to 0.08%; BRANDYWINE REALTY TRUST 0.13% to 0.06%. New: UGI CORPORATION (0.22%), ALCOA CORPORATION (0.12%), FORTREA HOLDINGS INC. (0.09%), BLACKSTONE MORTGAGE TRUST, INC. (0.09%), CVB FINANCIAL CORP. (0.09%), TKO GROUP HOLDINGS, INC. (0.08%). Gone: JABIL INC. (0.35%), MANHATTAN ASSOCIATES, INC. (0.3%), DRAFTKINGS INC. (0.27%), SUPER MICRO COMPUTER, INC. (0.26%), NATIONAL INSTRUMENTS CORPORATION (0.21%), NEW RELIC, INC. (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Jan 2024 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/978 positions became 972: 94 added (5.72% of the fund), 100 dropped (6.74%). Turnover proxy 14.9%. Largest increases: FEDERAL REALTY INVESTMENT TRUST 0.26% to 0.59%; KBR, INC. 0.15% to 0.37%; VERTIV HOLDINGS CO 0.16% to 0.29%; DONALDSON COMPANY, INC. 0.18% to 0.3%; TELEPHONE AND DATA SYSTEMS, INC. 0.03% to 0.15%; JABIL INC. 0.24% to 0.35%. Largest decreases: HAWAIIAN ELECTRIC INDUSTRIES, INC. 0.25% to 0.1%; MDU RESOURCES GROUP, INC. 0.36% to 0.24%; APELLIS PHARMACEUTICALS, INC. 0.18% to 0.07%; UNIVERSAL DISPLAY CORPORATION 0.24% to 0.16%; SHOCKWAVE MEDICAL, INC. 0.28% to 0.21%; VALVOLINE INC. 0.23% to 0.16%. New: HOWARD HUGHES HOLDINGS INC. (0.15%), KNIFE RIVER CORPORATION (0.15%), ELANCO ANIMAL HEALTH INCORPORATED (0.15%), PLUG POWER INC. (0.13%), Crane Co (0.12%), SIMPSON MANUFACTURING CO., INC. (0.11%). Gone: BUILDERS FIRSTSOURCE, INC. (0.48%), DECKERS OUTDOOR CORPORATION (0.42%), LIFE STORAGE, INC. (0.33%), LATTICE SEMICONDUCTOR CORPORATION (0.32%), WATSCO, INC. (0.23%), PDC ENERGY, INC. (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Oct 2023 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/988 positions became 978: 41 added (2.64% of the fund), 51 dropped (4.89%). Turnover proxy 11.9%. Largest increases: CASEY'S GENERAL STORES, INC. 0.18% to 0.36%; BUILDERS FIRSTSOURCE, INC. 0.32% to 0.48%; COLUMBIA BANKING SYSTEM, INC. 0.07% to 0.2%; SUPER MICRO COMPUTER, INC. 0.07% to 0.19%; SHOCKWAVE MEDICAL, INC. 0.17% to 0.28%; DECKERS OUTDOOR CORPORATION 0.33% to 0.42%. Largest decreases: COMERICA INCORPORATED 0.41% to 0.24%; WESTERN ALLIANCE BANCORPORATION 0.23% to 0.11%; WINTRUST FINANCIAL CORPORATION 0.21% to 0.1%; BANK OF HAWAII CORPORATION 0.25% to 0.14%; ZIONS BANCORPORATION, NATIONAL ASSOCIATION 0.23% to 0.14%; SYNOVUS FINANCIAL CORP. 0.33% to 0.23%. New: NVENT ELECTRIC PLC (0.18%), Prometheus Biosciences Inc (0.14%), THE WESTERN UNION COMPANY (0.12%), VERINT SYSTEMS INC. (0.12%), ZIFF DAVIS, INC. (0.12%), RXO, INC. (0.11%). Gone: RELIANCE STEEL & ALUMINUM CO. (0.44%), THE TORO COMPANY (0.39%), AECOM (0.37%), AXON ENTERPRISE, INC. (0.37%), GRACO INC (0.31%), UNITED THERAPEUTICS CORPORATION (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jul 2023 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,005 positions became 988: 72 added (4.39% of the fund), 89 dropped (7.71%). Turnover proxy 13.6%. Largest increases: ROGERS CORPORATION 0.09% to 0.2%; WATSCO, INC. 0.09% to 0.2%; LINCOLN ELECTRIC HOLDINGS, INC. 0.07% to 0.17%; GLACIER BANCORP, INC. 0.18% to 0.28%; HEXCEL CORPORATION 0.15% to 0.25%; R1 RCM HOLDCO INC. 0.05% to 0.14%. Largest decreases: COMMERCE BANCSHARES, INC. 0.26% to 0.06%; Bank Ozk 0.33% to 0.22%; ANTERO RESOURCES CORPORATION 0.27% to 0.2%; AMN HEALTHCARE SERVICES, INC. 0.18% to 0.12%; TETRA TECH, INC. 0.19% to 0.12%; Mirati Therapeutics Inc 0.12% to 0.06%. New: GUIDEWIRE SOFTWARE, INC. (0.17%), COUPA SOFTWARE INCORPORATED (0.16%), CABLE ONE, INC. (0.14%), TELADOC HEALTH, INC. (0.14%), UNITED BANKSHARES, INC. (0.12%), AMC ENTERTAINMENT HOLDINGS, INC. (0.1%). Gone: OVINTIV INC. (0.49%), FIRST SOLAR, INC. (0.46%), LAMB WESTON HOLDINGS, INC. (0.36%), FIRST HORIZON CORPORATION (0.34%), HUBBELL INCORPORATED (0.34%), DARLING INGREDIENTS INC. (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Apr 2023 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/994 positions became 1,005: 58 added (3.02% of the fund), 47 dropped (3.85%). Turnover proxy 10.9%. Largest increases: AXON ENTERPRISE, INC. 0.23% to 0.35%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.28% to 0.4%; THE TORO COMPANY 0.33% to 0.43%; OMEGA HEALTHCARE INVESTORS, INC. 0.12% to 0.2%; EMCOR GROUP, INC. 0.3% to 0.38%; UNITED THERAPEUTICS CORPORATION 0.22% to 0.3%. Largest decreases: OSI SYSTEMS, INC. 0.22% to 0.1%; ROGERS CORPORATION 0.2% to 0.09%; Wolfspeed, Inc. 0.42% to 0.31%; Verve Therapeutics Inc 0.14% to 0.04%; WILLIAMS-SONOMA, INC. 0.33% to 0.24%; COMERICA INCORPORATED 0.51% to 0.43%. New: UMB Financial Corporation (0.16%), OLD NATIONAL BANCORP (0.15%), Coherent Corp. (0.1%), IVERIC bio Inc (0.1%), Vaxcyte Inc (0.09%), AGILON HEALTH, INC. (0.08%). Gone: CARLISLE COMPANIES INCORPORATED (0.4%), NIELSEN HOLDINGS PLC (0.29%), Texas Pacific Land Corp (0.25%), TERMINIX GLOBAL HOLDINGS, INC. (0.23%), Biohaven Pharmaceutical Holding Company Ltd (0.2%), CULLEN/FROST BANKERS, INC. (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Jan 2023 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,008 positions became 994: 92 added (5.59% of the fund), 106 dropped (8.59%). Turnover proxy 15%. Largest increases: FIRST SOLAR, INC. 0.21% to 0.39%; Wolfspeed, Inc. 0.26% to 0.42%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.13% to 0.28%; CNO FINANCIAL GROUP, INC. 0.07% to 0.21%; Shockwave Medical Inc 0.16% to 0.3%; CHESAPEAKE ENERGY CORPORATION 0.08% to 0.21%. Largest decreases: ITT INC. 0.22% to 0.1%; INGREDION INCORPORATED 0.4% to 0.3%; EPLUS INC. 0.13% to 0.05%; METHODE ELECTRONICS, INC. 0.15% to 0.08%; SLM CORPORATION 0.24% to 0.17%; HELEN OF TROY LIMITED 0.18% to 0.12%. New: SUNRUN INC. (0.16%), ENVIVA INC. (0.16%), DRAFTKINGS INC. (0.15%), Verve Therapeutics Inc (0.14%), AGNC INVESTMENT CORP. (0.13%), R1 RCM HOLDCO INC. (0.12%). Gone: Marathon Oil Corp (0.66%), Quanta Services Inc (0.53%), LPL Financial Holdings Inc (0.47%), APA Corp (0.46%), EQT Corp (0.41%), Targa Resources Corp (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Oct 2022 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,032 positions became 1,008: 45 added (2.42% of the fund), 69 dropped (4.34%). Turnover proxy 11.5%. Largest increases: Marathon Oil Corp 0.42% to 0.66%; EQT Corp 0.18% to 0.41%; Graphic Packaging Holding Co 0.09% to 0.26%; Antero Resources Corp 0.16% to 0.32%; APA Corp 0.32% to 0.46%; Sprouts Farmers Market Inc 0.09% to 0.19%. Largest decreases: Zions Bancorp NA 0.47% to 0.25%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.25% to 0.13%; Sonoco Products Co 0.22% to 0.11%; Boise Cascade Co 0.22% to 0.14%; Bright Horizons Family Solutions Inc 0.24% to 0.18%; Intellia Therapeutics Inc 0.14% to 0.08%. New: HF Sinclair Corp (0.23%), Aspen Technology Inc (0.15%), PBF Energy Inc (0.1%), QuidelOrtho Corp (0.09%), Patterson-UTI Energy Inc (0.08%), Transocean Ltd (0.06%). Gone: Kimco Realty Corp (0.34%), CyrusOne Inc (0.31%), People's United Financial Inc (0.28%), Aspen Technology Inc (0.25%), Arena Pharmaceuticals Inc (0.19%), Zynga Inc (0.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Jul 2022 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,050 positions became 1,032: 84 added (5.4% of the fund), 102 dropped (7.44%). Turnover proxy 15.4%. Largest increases: Synovus Financial Corp 0.14% to 0.31%; Alcoa Corp 0.2% to 0.33%; Atlantic Union Bankshares Corp 0.05% to 0.17%; SLM Corp 0.1% to 0.22%; Marathon Oil Corp 0.31% to 0.42%; Alaska Air Group Inc 0.06% to 0.17%. Largest decreases: Avis Budget Group Inc 0.35% to 0.21%; Crocs Inc 0.25% to 0.12%; First Industrial Realty Trust Inc 0.18% to 0.07%; Trex Co Inc 0.36% to 0.25%; Repligen Corp 0.34% to 0.23%; Deckers Outdoor Corp 0.31% to 0.22%. New: Lamb Weston Holdings Inc (0.27%), Federal Realty Investment Trust (0.24%), Voya Financial Inc (0.24%), GXO Logistics Inc (0.21%), Organon & Co (0.18%), SL Green Realty Corp (0.14%). Gone: Bill.com Holdings Inc (0.43%), Entegris Inc (0.4%), Diamondback Energy Inc (0.38%), Nuance Communications Inc (0.32%), Signature Bank/New York NY (0.27%), Hill-Rom Holdings Inc (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Apr 2022 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,077 positions became 1,050: 49 added (3.14% of the fund), 76 dropped (5%). Turnover proxy 11.6%. Largest increases: Avis Budget Group Inc 0.11% to 0.35%; Diamondback Energy Inc 0.27% to 0.38%; Regal Beloit Corp 0.14% to 0.24%; Quanta Services Inc 0.33% to 0.44%; Ingredion Inc 0.24% to 0.34%; iRhythm Technologies Inc 0.03% to 0.13%. Largest decreases: Chegg Inc 0.22% to 0.08%; Prothena Corp PLC 0.15% to 0.05%; Penn National Gaming Inc 0.25% to 0.17%; State Auto Financial Corp 0.14% to 0.05%; Universal Display Corp 0.24% to 0.17%; Beyond Meat Inc 0.15% to 0.08%. New: Wolfspeed Inc (0.37%), Reinsurance Group of America Inc (0.13%), Cadence Bank (0.12%), Asana Inc (0.12%), XPO Logistics Inc (0.11%), Silvergate Capital Corp (0.11%). Gone: AMC Entertainment Holdings Inc (0.35%), Cree Inc (0.24%), Proofpoint Inc (0.2%), Acceleron Pharma Inc (0.17%), Rexnord Corp (0.15%), Cimarex Energy Co (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Jan 2022 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,090 positions became 1,077: 6 added (0.27% of the fund), 19 dropped (1.45%). Turnover proxy 7.1%. Largest increases: Bill.com Holdings Inc 0.22% to 0.41%; AMC Entertainment Holdings Inc 0.19% to 0.35%; Repligen Corp 0.21% to 0.33%; Intellia Therapeutics Inc 0.1% to 0.21%; Paylocity Holding Corp 0.18% to 0.29%; State Auto Financial Corp 0.05% to 0.14%. Largest decreases: BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.36% to 0.12%; Amedisys Inc 0.21% to 0.15%; Freshpet Inc 0.21% to 0.15%; Nielsen Holdings PLC 0.22% to 0.17%; Scotts Miracle-Gro Co/The 0.16% to 0.12%; Norwegian Cruise Line Holdings Ltd 0.24% to 0.19%. New: Momentive Global Inc (0.07%), DigitalBridge Group Inc (0.07%), Bancorp Inc/The (0.05%), Southside Bancshares Inc (0.05%), Green Plains Inc (0.04%), Chicago Mercantile Exchange (0%). Gone: TCF Financial Corp (0.2%), PRA Health Sciences Inc (0.19%), GrubHub Inc (0.11%), CoreLogic Inc/United States (0.09%), Extended Stay America Inc (0.09%), Cooper Tire & Rubber Co (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Oct 2021 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,036 positions became 1,090: 135 added (8.32% of the fund), 81 dropped (6.2%). Turnover proxy 14.6%. Largest increases: MDU Resources Group Inc 0.15% to 0.25%; Sonoco Products Co 0.12% to 0.22%; Beyond Meat Inc 0.09% to 0.17%; OSI Systems Inc 0.08% to 0.16%; Cleveland-Cliffs Inc 0.12% to 0.19%; Scientific Games Corp 0.06% to 0.13%. Largest decreases: Boston Beer Co Inc/The 0.18% to 0.01%; Penn National Gaming Inc 0.41% to 0.26%; Clean Energy Fuels Corp 0.19% to 0.05%; GameStop Corp 0.36% to 0.25%; Magnite Inc 0.17% to 0.06%; Tetra Tech Inc 0.22% to 0.13%. New: Axalta Coating Systems Ltd (0.25%), AMC Entertainment Holdings Inc (0.19%), APA Corp (0.18%), Perrigo Co PLC (0.16%), Tilray Inc (0.15%), Sarepta Therapeutics Inc (0.14%). Gone: Plug Power Inc (0.48%), Caesars Entertainment Inc (0.38%), Novavax Inc (0.32%), Bio-Techne Corp (0.28%), L Brands Inc (0.28%), Charles River Laboratories International Inc (0.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jul 2021 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,021 positions became 1,036: 82 added (7.54% of the fund), 67 dropped (7.87%). Turnover proxy 15.3%. Largest increases: Plug Power Inc 0.24% to 0.48%; Penn National Gaming Inc 0.24% to 0.41%; Caesars Entertainment Inc 0.25% to 0.38%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.18% to 0.31%; Novavax Inc 0.21% to 0.32%; Clean Energy Fuels Corp 0.08% to 0.19%. Largest decreases: Service Corp International/US 0.26% to 0.15%; Janus Henderson Group PLC 0.31% to 0.2%; SYNNEX Corp 0.19% to 0.08%; First Solar Inc 0.24% to 0.16%; Amicus Therapeutics Inc 0.14% to 0.06%; Bright Horizons Family Solutions Inc 0.33% to 0.26%. New: GameStop Corp (0.36%), Zions Bancorp NA (0.33%), Comerica Inc (0.33%), Jones Lang LaSalle Inc (0.23%), Diamondback Energy Inc (0.23%), People's United Financial Inc (0.23%). Gone: Etsy Inc (0.51%), HubSpot Inc (0.48%), Pool Corp (0.46%), Zendesk Inc (0.44%), Generac Holdings Inc (0.41%), Carvana Co (0.39%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Apr 2021 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/1,034 positions became 1,021: 37 added (2.79% of the fund), 50 dropped (3.74%). Turnover proxy 10.9%. Largest increases: Enphase Energy Inc 0.21% to 0.33%; Janus Henderson Group PLC 0.2% to 0.31%; Plug Power Inc 0.15% to 0.24%; Caesars Entertainment Inc 0.16% to 0.25%; Kodiak Sciences Inc 0.04% to 0.13%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.1% to 0.18%. Largest decreases: Overstock.com Inc 0.21% to 0.07%; Horizon Therapeutics Plc 0.44% to 0.34%; Ciena Corp 0.29% to 0.2%; CyrusOne Inc 0.3% to 0.22%; Royal Gold Inc 0.3% to 0.22%; Exelixis Inc 0.19% to 0.13%. New: Novavax Inc (0.21%), Terminix Global Holdings Inc (0.21%), Bill.Com Holdings Inc (0.16%), CMC Materials Inc (0.14%), Aaron's Holdings Co Inc (0.13%), Ovintiv Inc (0.11%). Gone: Zscaler Inc (0.3%), Immunomedics Inc (0.25%), ServiceMaster Global Holdings Inc (0.19%), Sunrun Inc (0.19%), MyoKardia Inc (0.17%), Momenta Pharmaceuticals Inc (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Jan 2021 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/888 positions became 1,034: 222 added (15.96% of the fund), 76 dropped (6.96%). Turnover proxy 24.2%. Largest increases: Carvana Co 0.12% to 0.39%; Gaming and Leisure Properties Inc 0.04% to 0.2%; Monolithic Power Systems Inc 0.15% to 0.3%; Chegg Inc 0.13% to 0.25%; Generac Holdings Inc 0.3% to 0.41%; Boston Beer Co Inc/The 0.09% to 0.2%. Largest decreases: Easterly Government Properties Inc 0.57% to 0.13%; Douglas Emmett Inc 0.57% to 0.24%; BWX Technologies Inc 0.5% to 0.21%; Bank of Hawaii Corp 0.41% to 0.13%; Cullen/Frost Bankers Inc 0.43% to 0.19%; Royal Gold Inc 0.54% to 0.3%. New: Charles River Laboratories International Inc (0.25%), Overstock.com Inc (0.21%), GrubHub Inc (0.19%), Apache Corp (0.18%), Hanesbrands Inc (0.17%), American Homes 4 Rent (0.17%). Gone: Fair Isaac Corp (0.58%), Coupa Software Inc (0.49%), Cable One Inc (0.45%), Teladoc Health Inc (0.45%), Catalent Inc (0.45%), Legg Mason Inc (0.4%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Oct 2020 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/911 positions became 888: 30 added (1.89% of the fund), 53 dropped (3.96%). Turnover proxy 13.4%. Largest increases: Royal Gold Inc 0.33% to 0.54%; Coupa Software Inc 0.3% to 0.49%; Catalent Inc 0.28% to 0.45%; Landstar System Inc 0.05% to 0.22%; Pool Corp 0.41% to 0.57%; Teladoc Health Inc 0.3% to 0.45%. Largest decreases: Bright Horizons Family Solutions Inc 0.72% to 0.52%; Howard Hughes Corp/The 0.33% to 0.17%; Douglas Emmett Inc 0.69% to 0.57%; Hexcel Corp 0.3% to 0.18%; US Foods Holding Corp 0.33% to 0.21%; Macerich Co/The 0.21% to 0.1%. New: Anaplan Inc (0.15%), First Busey Corp (0.13%), Envista Holdings Corp (0.1%), ChemoCentryx Inc (0.08%), Adverum Biotechnologies Inc (0.08%), Camden National Corp (0.08%). Gone: IDACORP Inc (0.38%), Cypress Semiconductor Corp (0.27%), Pattern Energy Group Inc (0.23%), Portland General Electric Co (0.23%), Mellanox Technologies Ltd (0.19%), WesBanco Inc (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 Jul 2020 12:00:00 GMThttps://themulden.com/funds/esml/https://themulden.com/funds/esml/924 positions became 911: 4 added (0.25% of the fund), 17 dropped (1.39%). Turnover proxy 6.8%. Largest increases: Teladoc Health Inc 0.18% to 0.3%; Legg Mason Inc 0.26% to 0.38%; Bright Horizons Family Solutions Inc 0.62% to 0.72%; Axsome Therapeutics Inc 0.07% to 0.16%; Enphase Energy Inc 0.06% to 0.14%; Intra-Cellular Therapies Inc 0.05% to 0.13%. Largest decreases: Sage Therapeutics Inc 0.25% to 0.08%; BlackRock Funds III 0.22% to 0.11%; Arrowhead Pharmaceuticals Inc 0.16% to 0.09%; Nutanix Inc 0.2% to 0.14%; First Financial Bancorp 0.16% to 0.11%; Core Laboratories NV 0.17% to 0.12%. New: Cimpress PLC (0.08%), Enerpac Tool Group Corp (0.07%), O-I Glass Inc (0.06%), Diversified Healthcare Trust (0.05%). Gone: Genesee & Wyoming Inc (0.22%), Medicines Co/The (0.18%), Spark Therapeutics Inc (0.16%), Cimpress NV (0.08%), Diplomat Pharmacy Inc (0.08%), Actuant Corp (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Apr 2020 12:00:00 GMT