Aristotle Capital Management, LLC

Company Share, %
Oshkosh Corporation Oshkosh Corporation 10.57
Cullen/Frost Bankers, Inc. Cullen/Frost Bankers, Inc. 9.72
RPM International Inc. RPM International Inc. 7.44
Williams-Sonoma, Inc. Williams-Sonoma, Inc. 7.16
Commerce Bancshares, Inc. Commerce Bancshares, Inc. 6.81
Equity LifeStyle Properties, Inc. Equity LifeStyle Properties, Inc. 5.94
Coterra Energy Inc. Coterra Energy Inc. 4.81
Martin Marietta Materials Martin Marietta Materials 4.8
Lennar Corporation Lennar Corporation 4.41
ANSYS ANSYS 4.36
Xylem Xylem 3.69
Corteva Corteva 3.68
Ameriprise Financial Ameriprise Financial 3.49
Compagnie Générale des Établissements Michelin Société en commandite par actions 3.26
Microchip Technology Microchip Technology 2.8
Xcel Energy Xcel Energy 2.73
Alcon Inc. Alcon Inc. 2.71
Parker-Hannifin Parker-Hannifin 2.7
Sysco Sysco 2.12
Autodesk Autodesk 2.1

Category Quantity
Industrials 27
Financials 18
Technology 11
Healthcare 7
Consumer Staples 6
Materials 5
Consumer Discretionary 5
Communication Services 3
Energy 2
Utilities 2
Consumer Cyclical 2
Real Estate 1