The Data on AI
Updated October 15, 2026
AI mentions in earnings calls reveal how companies are positioning themselves within the AI landscape. By tracking these mentions over time, we can gauge strategic shifts, industry trends, and leadership in AI initiatives.
This table shows the companies that are talking about AI the most in their latest earnings reports. The delta indicates the change from the previous quarter, highlighting companies that are ramping up or dialing back their AI discourse.
Quarters are each company's fiscal quarters, so companies whose fiscal year doesn't follow the calendar (Nvidia, Microsoft, Apple and others) can show a different quarter label for a call held around the same time.
| Company | Industry | AI Mentions ▼ | Quarter |
+/- Prev QTR
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|
|---|---|---|---|---|
| F5 | Internet - Software | 120 | Q3 26 | +19 |
| Servicenow | IT Services | 116 | Q2 26 | -5 |
| Equifax | Financial Transaction Services | 107 | Q2 26 | +48 |
| Hewlett Packard | Computer - Integrated Systems | 103 | Q3 26 | +11 |
| Cognizant | Business Software Services | 102 | Q2 26 | +5 |
| HP | Computer - Mini | 88 | Q3 26 | +45 |
| Alphabet | Internet - Services | 78 | Q2 26 | -12 |
| EPAM | IT Services | 77 | Q2 26 | +2 |
| Nvidia | Semi General | 74 | Q2 27 | -33 |
| Palo Alto | Internet - Software | 73 | Q4 26 | -13 |
| Accenture | Consulting | 72 | Q4 26 | +6 |
| PTC | Computer - Software | 71 | Q3 26 | -5 |
| Oracle | Computer - Software | 69 | Q1 27 | +31 |
| AMD | Electronics - Semiconductors | 69 | Q2 26 | +8 |
| CDW | IT Services | 69 | Q2 26 | +16 |
| Fortinet | Internet - Software | 60 | Q2 26 | -13 |
| Roper | IT Services | 59 | Q2 26 | 0 |
| Cisco | Computer - Networks | 58 | Q4 26 | +1 |
| Salesforce | Computer - Software | 57 | Q2 27 | +39 |
| Adobe | Computer - Software | 53 | Q3 26 | -12 |
| Booking | Internet Commerce | 52 | Q2 26 | +24 |
| Arista | Communications Components | 51 | Q2 26 | -8 |
| Verisk | Business Information | 51 | Q2 26 | 0 |
| Nasdaq | Securities Exchanges | 51 | Q2 26 | +18 |
| Jabil | Electronic Manufacturing | 51 | Q4 26 | +15 |
| Amazon | Internet Commerce | 49 | Q2 26 | -12 |
| Airbnb | Internet - Content | 49 | Q2 26 | -4 |
| Akamai | Internet - Services | 49 | Q2 26 | +4 |
| CH Robinson | Transportation - Services | 49 | Q2 26 | -4 |
| Marketaxess | Securities Exchanges | 48 | Q1 26 | +21 |
| Synopsys | Computer - Software | 46 | Q3 26 | +11 |
| Supermicro | Computer - Storage Devices | 46 | Q4 26 | +28 |
| Tyler Technologies | Business Software Services | 46 | Q2 26 | +17 |
| Jack Henry | Electronic Misc Services | 46 | Q4 26 | +25 |
| Dayforce | Internet - Software | 46 | Q2 25 | +32 |
| ADP | Outsourcing | 45 | Q4 26 | -9 |
| Paychex | Outsourcing | 45 | Q1 27 | +28 |
| On | Semi Analog & Mixed | 45 | Q2 26 | +11 |
| Netapp | Computer - Storage Devices | 44 | Q3 26 | -19 |
| Meta | Internet - Software | 43 | Q2 26 | -10 |
| Broadcom | Electronics - Semiconductors | 43 | Q3 26 | -12 |
| NXP | Semi Analog & Mixed | 43 | Q2 26 | +37 |
| BNY | Banks - Major Regional | 43 | Q2 26 | -25 |
| Apple | Computer - Mini | 42 | Q3 26 | +25 |
| Factset | Business Information | 41 | Q4 26 | -2 |
| Applied Materials | Semi-Eqpt Wafer Fabrication | 40 | Q3 26 | +4 |
| Gen Digital | Technology Services | 39 | Q1 27 | +1 |
| Blackstone | Finance - Misc Services | 38 | Q2 26 | +7 |
| Boston Properties | REIT - Equity Trust Other | 38 | Q2 26 | +18 |
| IBM | Computer - Integrated Systems | 37 | Q2 26 | -25 |
| Moody's | Finance - Misc Services | 37 | Q2 26 | +8 |
| Equinix | REIT - Equity Trust Retail | 37 | Q2 26 | +1 |
| Keysight | Electronics - Measuring Inst | 37 | Q3 26 | -1 |
| TE | Electronics - Misc Components | 36 | Q3 26 | +15 |
| Citi | Banks - Major Regional | 34 | Q3 26 | +23 |
| WTW | Insurance - Brokers | 34 | Q2 26 | -38 |
| Revvity | Medical Services | 34 | Q2 26 | +10 |
| Analog | Semi Analog & Mixed | 33 | Q3 26 | +24 |
| Iqvia | Medical Instruments | 33 | Q2 26 | -8 |
| S&P | Business Information | 32 | Q2 26 | -15 |
| Uber | Internet - Services | 30 | Q2 26 | +4 |
| Autodesk | Computer - Software | 30 | Q2 27 | +2 |
| Raymond James | Finance - Investment Brokers | 30 | Q3 26 | -1 |
| Axon | Protection - Safety | 30 | Q2 26 | -10 |
| Trimble | Electronics Products - Misc | 30 | Q2 26 | -17 |
| Microsoft | Computer - Software | 29 | Q4 26 | -6 |
| Digital Realty | REIT - Equity Trust Other | 29 | Q2 26 | -6 |
| Western Digital | Computer - Storage Devices | 29 | Q3 26 | +14 |
| Gartner | Consulting | 28 | Q2 26 | +16 |
| CVS | Retail - Drug Stores | 27 | Q2 26 | +12 |
| Costar | IT Services | 27 | Q2 26 | +6 |
| Tesla | Auto - Domestic | 25 | Q2 26 | +8 |
| Intuit | Computer - Software | 25 | Q4 26 | -16 |
| Morgan Stanley | Finance - Investment Brokers | 25 | Q3 26 | +17 |
| Marsh Mclennan | Insurance - Brokers | 24 | Q2 26 | -45 |
| Teradyne | Electronic Test Equipment | 24 | Q2 26 | -12 |
| Unitedhealth | Medical - HMO | 23 | Q3 26 | -11 |
| Intel | Semi General | 23 | Q2 26 | -2 |
| Intercontinental Exchange | Securities Exchanges | 23 | Q2 26 | +4 |
| State Street | Banks - Major Regional | 23 | Q2 26 | +3 |
| Broadridge | Outsourcing | 23 | Q3 26 | +16 |
| Verisign | Internet Software Services | 23 | Q2 26 | +14 |
| JP Morgan | Banks - Major Regional | 22 | Q3 26 | -2 |
| Visa | Financial Transaction Services | 22 | Q3 26 | +3 |
| T-Mobile | Wireless National | 22 | Q2 26 | +1 |
| American Tower | REIT - Equity Trust Other | 22 | Q2 26 | +9 |
| MSCI | Business Software Services | 22 | Q2 26 | -16 |
| Charles Schwab | Finance - Investment Brokers | 21 | Q2 26 | -27 |
| Centene | Medical - HMO | 21 | Q2 26 | +19 |
| FIS | Financial Transaction Services | 20 | Q2 26 | -10 |
| News Corp | Movie & TV Production & Dist | 20 | Q4 26 | -4 |
| Qualcomm | Wireless Equipment | 19 | Q3 26 | -21 |
| Zebra | Machinery - Thermal Processing | 19 | Q2 26 | -38 |
| Bank of America | Banks - Major Regional | 18 | Q3 26 | -9 |
| Disney | Media Conglomerates | 18 | Q3 26 | +7 |
| Expedia | Internet Commerce | 18 | Q2 26 | -14 |
| Wells Fargo | Banks - Major Regional | 17 | Q3 26 | +13 |
| Verizon | Wireless National | 17 | Q2 26 | -6 |
| AON | Insurance - Brokers | 17 | Q2 26 | -11 |
| Gallagher | Insurance - Brokers | 17 | Q2 26 | -1 |
| Brown & Brown | Insurance - Brokers | 17 | Q2 26 | -20 |
| Seagate | Technology Services | 17 | Q3 26 | +7 |
| Juniper Networks | Wireless Equipment | 17 | Q3 23 | -13 |
| Etsy | Internet - Services | 17 | Q2 26 | -5 |
| Amphenol | Electronics - Connectors | 16 | Q2 26 | -2 |
| Ametek | Electronic Test Equipment | 16 | Q2 26 | +14 |
| Devon Energy | Oil - US Exploration & Product | 16 | Q2 26 | 0 |
| FICO | IT Services | 16 | Q3 26 | -7 |
| Lam | Semi-Eqpt Wafer Fabrication | 15 | Q4 26 | -1 |
| Blackrock | Finance - Investment Mgmt | 15 | Q3 26 | +9 |
| Republic Services | Waste Removal Svcs | 15 | Q2 26 | +6 |
| AIG | Insurance - Multi Line | 15 | Q2 26 | -19 |
| Agilent | Electronic Test Equipment | 15 | Q3 26 | +3 |
| Yum! | Retail - Restaurants | 15 | Q2 26 | -2 |
| GE Healthcare | Medical Information Systems | 15 | Q2 26 | +3 |
| Corning | Communications Components | 15 | Q2 26 | +5 |
| Fortive | Electronic Test Equipment | 15 | Q2 26 | +5 |
| Equity Residential | REIT - Equity Trust Resident | 15 | Q1 26 | +4 |
| Globe Life | Finance - Misc Services | 15 | Q2 26 | +3 |
| Progressive | Insurance - Proprty & Casualty | 14 | Q2 26 | +14 |
| Colgate-Palmolive | Soap and Cleaning Products | 14 | Q2 26 | +11 |
| Ameriprise | Finance - Investment Mgmt | 14 | Q2 26 | +5 |
| Sysco | Food - Misc & Diversified | 14 | Q4 26 | +14 |
| Ebay | Internet Commerce | 14 | Q2 26 | -11 |
| Jacobs | Technology Services | 14 | Q3 26 | -10 |
| Franklin Resources | Finance - Investment Mgmt | 14 | Q3 26 | 0 |
| Charles River Labs | Medical Services | 14 | Q2 26 | -11 |
| Paycom | Internet - Software | 14 | Q2 26 | -7 |
| Dupont | Chemical - Diversified | 13 | Q2 26 | +10 |
| Fifth Third | Banks - Major Regional | 13 | Q2 26 | +11 |
| Goldman Sachs | Finance - Investment Brokers | 12 | Q3 26 | -3 |
| WM | Waste Removal Svcs | 12 | Q2 26 | -2 |
| Ansys | Computer - Software | 12 | Q3 23 | -18 |
| T Rowe Price | Finance - Investment Mgmt | 12 | Q2 26 | -1 |
| Best Buy | Retail - Consumer Electronics | 12 | Q2 27 | +5 |
| Camden Property | REIT - Equity Trust Resident | 12 | Q2 26 | +9 |
| Micron | Semi Memory | 11 | Q4 26 | +7 |
| Cigna | Medical - HMO | 11 | Q2 26 | -5 |
| Johnson Controls | Protection - Safety | 11 | Q3 26 | +6 |
| Kroger | Retail - Supermarket | 11 | Q4 26 | +11 |
| Global Payments | Financial Transaction Services | 11 | Q2 26 | -17 |
| Omnicom | Advertising Marketing Services | 11 | Q2 26 | +4 |
| Northern Trust | Banks - Major Regional | 11 | Q2 26 | +4 |
| Henry Schein | Medical - Dental Suppliers | 11 | Q2 26 | +6 |
| KLA | Electronics Products - Misc | 10 | Q4 26 | +3 |
| Mckesson | Medical - Dental Suppliers | 10 | Q1 27 | +5 |
| Phillips 66 | Oil - Refining and Marketing | 10 | Q2 26 | +10 |
| Iron Mountain | REIT - Equity Trust Other | 10 | Q2 26 | +4 |
| Skyworrks | Semi Radio Frequency | 10 | Q3 26 | +1 |
| Bio-Techne | Medical - Biomedical | 10 | Q3 26 | +5 |
| Carmax | Retail - Wholesale Auto Parts | 10 | Q2 27 | +9 |
| AT&T | Wireless National | 9 | Q2 26 | +2 |
| Lockheed Martin | Aerospace - Defense | 9 | Q2 26 | -12 |
| Motorola | Wireless Equipment | 9 | Q2 26 | -6 |
| Capital One | Finance - Consumer Loans | 9 | Q2 26 | -8 |
| PG&E | Utility - Electric Power | 9 | Q2 26 | +8 |
| Hilton | Hotels & Motels | 9 | Q2 26 | -13 |
| Public Storage | REIT - Equity Trust Other | 9 | Q2 26 | 0 |
| Xylem | Machinery - General Industrial | 9 | Q2 26 | +9 |
| Costco | Retail - Discount | 8 | Q4 26 | -2 |
| American Express | Finance - Misc Services | 8 | Q2 26 | -8 |
| Honeywell | Conglomerates - Div Operations | 8 | Q2 26 | +8 |
| Fedex | Transportation - Air Freight | 8 | Q4 26 | +5 |
| CBRE | Real Estate Operations | 8 | Q2 26 | -17 |
| Kimco | REIT - Equity Trust Retail | 8 | Q2 26 | +8 |
| Paramount | Media Conglomerates | 8 | Q2 26 | 0 |
| CME | Securities Exchanges | 7 | Q2 26 | +7 |
| BD | Medical - Dental Suppliers | 7 | Q3 26 | +2 |
| Travelers Companies | Insurance - Proprty & Casualty | 7 | Q2 26 | -8 |
| Ulta | Retail - Misc & Diversified | 7 | Q2 26 | -1 |
| General Dynamics | Aerospace - Defense | 7 | Q2 26 | +6 |
| ExxonMobil | Oil - International Integrated | 6 | Q2 26 | +6 |
| Danaher | Conglomerates - Div Operations | 6 | Q2 26 | -9 |
| UPS | Transportation - Air Freight | 6 | Q2 26 | +6 |
| Medtronic | Medical Products | 6 | Q1 27 | +4 |
| SLB | Oil - Field Services | 6 | Q2 26 | -6 |
| Ecolab | Chemical - Specialty | 6 | Q2 26 | +1 |
| Emerson | Machinery - Electrical | 6 | Q3 26 | 0 |
| PNC | Banks - Major Regional | 6 | Q2 26 | +3 |
| Metlife | Insurance - Multi Line | 6 | Q2 26 | -1 |
| Ross | Retail - Discount | 6 | Q2 26 | +6 |
| Allstate | Insurance - Proprty & Casualty | 6 | Q2 26 | -6 |
| Monolithic Power | Semi Analog & Mixed | 6 | Q2 26 | -2 |
| Hartford Financial | Insurance - Multi Line | 6 | Q2 26 | -4 |
| Aptiv | Technology Services | 6 | Q2 26 | -2 |
| Illumina | Medical - Biomedical | 6 | Q2 26 | +4 |
| Tapestry | Retail - Apparel & Shoes | 6 | Q4 26 | +5 |
| Match Group | Internet Commerce | 6 | Q2 26 | -12 |
| Robert Half | Staffing | 6 | Q2 26 | -11 |
| Netflix | Broadcast - Radio & TV | 5 | Q2 26 | -3 |
| Thermo Fischer | Medical Instruments | 5 | Q2 26 | -7 |
| Pfizer | Large Cap Pharma | 5 | Q2 26 | -1 |
| 3M | Conglomerates - Div Operations | 5 | Q2 26 | 0 |
| Truist | Banks - Major Regional | 5 | Q2 26 | -5 |
| Crown Castle | REIT - Equity Trust Other | 5 | Q2 26 | +5 |
| Idexx | Medical Instruments | 5 | Q2 26 | -3 |
| Diamondback | Oil - US Exploration & Product | 5 | Q2 26 | +1 |
| Take-Two | Toys & Game & Hobby | 5 | Q1 27 | -9 |
| Veralto | Technology Services | 5 | Q2 26 | +5 |
| Molina Healthcare | Medical - HMO | 5 | Q2 26 | +5 |
| Avery Dennison | Office Supply & Forms | 5 | Q2 26 | +5 |
| Hologic | Medical Instruments | 5 | Q3 25 | +4 |
| Enphase | Solar | 5 | Q2 26 | -4 |
| FMC | Chemical - Diversified | 5 | Q2 26 | 0 |
| WR Berkley | Insurance - Proprty & Casualty | 5 | Q2 26 | +5 |
| AO Smith | Machinery - Electrical | 5 | Q2 26 | +3 |
| Mastercard | Financial Transaction Services | 4 | Q2 26 | -4 |
| Procter & Gamble | Soap and Cleaning Products | 4 | Q4 26 | -2 |
| Chevron | Oil - International Integrated | 4 | Q2 26 | +4 |
| Caterpillar | Machinery - Construct & Mining | 4 | Q2 26 | +1 |
| Amgen | Medical - Biomedical | 4 | Q2 26 | -9 |
| Lowe's | Building Prds Retail - Wsale | 4 | Q2 26 | -12 |
| Elevance | Medical Services | 4 | Q2 26 | -12 |
| Mondelez | Food - Misc & Diversified | 4 | Q2 26 | +3 |
| Bristol-Myers | Medical - Biomedical | 4 | Q2 26 | +2 |
| Target | Retail - Discount | 4 | Q2 26 | +3 |
| Paypal | Internet - Software | 4 | Q2 26 | -14 |
| Copart | Auction Valuation Services | 4 | Q4 26 | -1 |
| Estee Lauder | Cosmetics & Toiletries | 4 | Q4 26 | +3 |
| L3Harris | Aerospace - Defense | 4 | Q2 26 | +3 |
| General Mills | Food - Misc & Diversified | 4 | Q1 27 | +4 |
| Fastenal | Building Prds Retail - Wsale | 4 | Q3 26 | -1 |
| Delta | Transportation - Airline | 4 | Q3 26 | +1 |
| Baker Huges | Oil - Field Services | 4 | Q2 26 | +1 |
| Resmed | Medical Products | 4 | Q4 26 | +2 |
| Rockwell | Industrial Robotics | 4 | Q3 26 | -2 |
| Edison | Utility - Electric Power | 4 | Q2 26 | -6 |
| Metter-Toledo | Industrial Scientific | 4 | Q2 26 | +4 |
| Zimmer Biomet | Medical Products | 4 | Q2 26 | 0 |
| Synchrony | Finance - Misc Services | 4 | Q2 26 | -4 |
| Citizens Financial | Finance - Savings & Loan | 4 | Q2 26 | -8 |
| Quest | Medical - Outpatient & Hm Care | 4 | Q2 26 | -16 |
| Keycorp | Banks - Major Regional | 4 | Q2 26 | -7 |
| Ralph Lauren | Textile - Apparel | 4 | Q1 27 | -2 |
| Bio-Rad | Medical Products | 4 | Q2 26 | +2 |
| US Bank | Banks - Major Regional | 4 | Q2 26 | -5 |
| Walmart | Retail - Supermarket | 3 | Q2 27 | -6 |
| Comcast | Cable TV | 3 | Q2 26 | +2 |
| Intuitive | Medical Instruments | 3 | Q2 26 | -11 |
| Fiserv | Financial Transaction Services | 3 | Q2 26 | -15 |
| Chipotle | Retail - Restaurants | 3 | Q2 26 | 0 |
| Marriot | Hotels & Motels | 3 | Q2 26 | -16 |
| Carrier | Electronics Products - Misc | 3 | Q2 26 | +2 |
| GE Vernova | Other Alt Energy | 3 | Q2 26 | -9 |
| Kenvue | Consumer Prdts - Misc Staple | 3 | Q2 25 | +3 |
| Otis | Building & Construction - Misc | 3 | Q2 26 | -4 |
| Charter | Cable TV | 3 | Q2 26 | 0 |
| Garmin | Electronics Products - Misc | 3 | Q2 26 | +3 |
| Dollar General | Retail - Discount | 3 | Q2 26 | -3 |
| Rollins | Building - Maint & Service | 3 | Q2 26 | +3 |
| Weyerhaeuser | Building Products - Wood | 3 | Q2 26 | +3 |
| Live Nation | Leisure & Recreation Services | 3 | Q1 26 | +3 |
| Waters | Medical Instruments | 3 | Q2 26 | +3 |
| Leidos | Aerospace - Defense | 3 | Q2 26 | -26 |
| Principal Financial | Finance - Investment Mgmt | 3 | Q2 26 | +2 |
| Ventas | REIT - Equity Trust Other | 3 | Q2 26 | +3 |
| Labcorp | Medical - Dental Suppliers | 3 | Q2 26 | -8 |
| Albermarle | Chemical - Diversified | 3 | Q2 26 | +1 |
| NiSource | Utility - Electric Power | 3 | Q2 26 | -1 |
| Solventum | Medical Services | 3 | Q2 26 | -2 |
| Assurant | Insurance - Multi Line | 3 | Q2 26 | -2 |
| GE Aerospace | Transportation - Airline | 2 | Q2 26 | -1 |
| Stryker | Medical Products | 2 | Q2 26 | -1 |
| Chubb | Insurance - Proprty & Casualty | 2 | Q2 26 | -8 |
| Sherwin-Williams | Paint & Related Products | 2 | Q2 26 | +2 |
| Cadence | Computer - Software | 2 | Q2 26 | -80 |
| Constellation Energy | Other Alt Energy | 2 | Q2 26 | +1 |
| Welltower | REIT - Equity Trust Other | 2 | Q2 26 | -19 |
| Simon | REIT - Equity Trust Retail | 2 | Q2 26 | 0 |
| Williams | Oil - Production & Pipeline | 2 | Q2 26 | 0 |
| Oneok | Oil Gas Prod Pipeline MLP | 2 | Q2 26 | -2 |
| United Rentals | Building & Construction - Misc | 2 | Q2 26 | +2 |
| Royal Carribean | Leisure & Recreation Services | 2 | Q2 26 | -3 |
| Avalonbay | REIT - Equity Trust Resident | 2 | Q1 26 | +1 |
| Church & Dwight | Soap and Cleaning Products | 2 | Q2 26 | +2 |
| M&T | Banks - Major Regional | 2 | Q2 26 | +1 |
| Firstenergy | Utility - Electric Power | 2 | Q2 26 | +1 |
| Corplay | Financial Transaction Services | 2 | Q2 26 | 0 |
| Regions Financial | Banks - Southeast | 2 | Q2 26 | -3 |
| NRG | Utility - Electric Power | 2 | Q2 26 | +1 |
| UHS | Medical - Hospitals | 2 | Q2 26 | -6 |
| Borgwarner | Auto - Truck Original Parts | 2 | Q2 26 | +1 |
| Home Depot | Building Prds Retail - Wsale | 1 | Q2 26 | -1 |
| Coca-Cola | Beverages - Soft | 1 | Q2 26 | +1 |
| Pepsi | Beverages - Soft | 1 | Q3 26 | +1 |
| Linde | Chemical - Specialty | 1 | Q2 26 | 0 |
| McDonald's | Retail - Restaurants | 1 | Q2 26 | +1 |
| Texas Instruments | Semi General | 1 | Q2 26 | +1 |
| Nextera | Utility - Electric Power | 1 | Q2 26 | -4 |
| Conocophillips | Oil - US Integrated | 1 | Q2 26 | +1 |
| RTX | Aerospace - Defense | 1 | Q2 26 | -1 |
| Deere | Machinery - Farm | 1 | Q3 26 | +1 |
| Duke Energy | Utility - Electric Power | 1 | Q2 26 | -1 |
| Trane | Technology Services | 1 | Q2 26 | -2 |
| EOG | Oil - US Exploration & Product | 1 | Q2 26 | +1 |
| Freeport | Mining - Non Ferrous | 1 | Q2 26 | -1 |
| CSX | Transportation - Rail | 1 | Q2 26 | +1 |
| Marathon Petroleum | Oil - Refining and Marketing | 1 | Q2 26 | +1 |
| Occidental | Oil - US Integrated | 1 | Q2 26 | -2 |
| General Motors | Auto - Domestic | 1 | Q2 26 | -2 |
| Norfolk Southern | Transportation - Rail | 1 | Q2 26 | 0 |
| Dexcom | Medical Instruments | 1 | Q2 26 | -2 |
| Microchip | Semi Analog & Mixed | 1 | Q3 26 | -10 |
| Realty Income | REIT - Equity Trust Retail | 1 | Q2 26 | +1 |
| Moderna | Medical - Biomedical | 1 | Q2 26 | -2 |
| Cencora | Medical Services | 1 | Q3 26 | 0 |
| Lululemon | Textile - Apparel | 1 | Q2 26 | 0 |
| Kinder Morgan | Oil - Production & Pipeline | 1 | Q2 26 | +1 |
| Nucor | Steel - Producers | 1 | Q2 26 | 0 |
| Humana | Medical - HMO | 1 | Q2 26 | 0 |
| Exelon | Utility - Electric Power | 1 | Q2 26 | 0 |
| Ingersoll Rand | Machinery - General Industrial | 1 | Q2 26 | +1 |
| EA | Toys & Game & Hobby | 1 | Q1 26 | -3 |
| Halliburton | Oil - Field Services | 1 | Q2 26 | +1 |
| Lyondellbasell | Chemical - Diversified | 1 | Q2 26 | +1 |
| XCEL | Utility - Electric Power | 1 | Q2 26 | +1 |
| Dover | Machinery - General Industrial | 1 | Q2 26 | -1 |
| SBA | REIT - Equity Trust Other | 1 | Q2 26 | -2 |
| Invitation Homes | REIT - Equity Trust Resident | 1 | Q2 26 | +1 |
| Tyson | Food - Meat Products | 1 | Q3 26 | -1 |
| ARE | REIT - Equity Trust Other | 1 | Q2 26 | -23 |
| Builders Firstsource | Building Prds Retail - Wsale | 1 | Q2 26 | -1 |
| Cooper | Medical - Dental Suppliers | 1 | Q3 26 | -2 |
| Cincinnati Financial | Insurance - Proprty & Casualty | 1 | Q2 26 | +1 |
| Baxter | Medical Products | 1 | Q2 26 | -5 |
| Celanese | Chemical - Specialty | 1 | Q2 26 | +1 |
| Textron | Aerospace - Defense | 1 | Q2 26 | -2 |
| Idex | Machinery - General Industrial | 1 | Q2 26 | -2 |
| Carnival | Leisure & Recreation Services | 1 | Q3 26 | 0 |
| Southwest | Transportation - Airline | 1 | Q2 26 | +1 |
| Snap-On | Tools - Hand Held | 1 | Q2 26 | +1 |
| Pentair | Machinery - Thermal Processing | 1 | Q2 26 | 0 |
| Molson Coors | Beverages - Alcohol | 1 | Q2 26 | +1 |
| Lamb Weston | Food - Misc & Diversified | 1 | Q1 27 | -1 |
| Wynn Resorts | Gaming | 1 | Q2 26 | 0 |
| HII | Aerospace - Defense | 1 | Q2 26 | 0 |
| Pinnacle West | Utility - Electric Power | 1 | Q2 26 | 0 |
| Federal Realty | REIT - Equity Trust Retail | 1 | Q2 26 | +1 |
| Hasbro | Toys & Game & Hobby | 1 | Q2 26 | +1 |
| Generac | Electrical Power | 1 | Q2 26 | -1 |
| NCL | Leisure & Recreation Services | 1 | Q2 26 | +1 |
| DR Horton | Building - Residential & Comm | 1 | Q3 26 | +1 |
| JM Smucker | Food - Misc & Diversified | 1 | Q1 27 | +1 |
| Eli Lilly | Large Cap Pharma | 0 | Q2 26 | 0 |
| Johnson & Johnson | Large Cap Pharma | 0 | Q3 26 | -1 |
| Merck | Large Cap Pharma | 0 | Q2 26 | -3 |
| Abbvie | Large Cap Pharma | 0 | Q2 26 | 0 |
| Abbott | Medical Products | 0 | Q2 26 | 0 |
| Phillip Morris | Tobacco | 0 | Q2 26 | 0 |
| Union Pacific | Transportation - Rail | 0 | Q2 26 | -11 |
| Nike | Shoes and Related Apparel | 0 | Q1 27 | 0 |
| Eaton | Machinery - Electrical | 0 | Q2 26 | -4 |
| TJX | Retail - Discount | 0 | Q2 27 | 0 |
| Boeing | Aerospace - Defense | 0 | Q2 26 | -1 |
| Boston Scientific | Medical Products | 0 | Q2 26 | -1 |
| Vertex | Medical - Biomedical | 0 | Q2 26 | 0 |
| Regeneron | Medical - Biomedical | 0 | Q2 26 | 0 |
| Prologis | REIT - Equity Trust Other | 0 | Q2 26 | 0 |
| Starbucks | Retail - Restaurants | 0 | Q3 26 | 0 |
| Southern Company | Utility - Electric Power | 0 | Q2 26 | 0 |
| HCA | Medical - Hospitals | 0 | Q2 26 | -5 |
| Gilead | Medical - Biomedical | 0 | Q2 26 | 0 |
| Altria | Tobacco | 0 | Q2 26 | 0 |
| Zoetis | Medical - Drugs | 0 | Q2 26 | -1 |
| ITW | Machinery - General Industrial | 0 | Q2 26 | 0 |
| Transdigm | Aerospace - Defense Equipment | 0 | Q3 26 | 0 |
| Parker-Hannifin | Machinery - General Industrial | 0 | Q4 26 | 0 |
| Cintas | Uniform & Related | 0 | Q1 27 | 0 |
| Northrop Grunman | Aerospace - Defense | 0 | Q2 26 | 0 |
| O'Reilly | Retail - Wholesale Auto Parts | 0 | Q2 26 | 0 |
| Monster | Beverages - Soft | 0 | Q2 26 | 0 |
| Paccar | Auto - Domestic | 0 | Q2 26 | 0 |
| Air Products | Chemical - Diversified | 0 | Q3 26 | -1 |
| Edwards | Medical Instruments | 0 | Q2 26 | 0 |
| Valero | Oil - Refining and Marketing | 0 | Q2 26 | 0 |
| Autozone | Retail - Wholesale Auto Parts | 0 | Q4 26 | 0 |
| Newmont | Mining - Misc | 0 | Q2 26 | 0 |
| Hess | Oil - US Integrated | 0 | Q2 23 | 0 |
| Aflac | Insurance - Accident & Health | 0 | Q2 26 | 0 |
| Ford | Auto - Domestic | 0 | Q2 26 | -1 |
| Sempra | Utility - Gas Distribution | 0 | Q2 26 | -1 |
| American Electric | Utility - Electric Power | 0 | Q2 26 | -1 |
| Constellation Brands | Beverages - Alcohol | 0 | Q2 27 | 0 |
| Grainger | Industrial Services | 0 | Q2 26 | -1 |
| Kimberly-Clark | Consumer Prdts - Misc Staple | 0 | Q2 26 | -1 |
| Lennar | Building - Residential & Comm | 0 | Q3 26 | -1 |
| Dominion | Utility - Electric Power | 0 | Q2 26 | -2 |
| Kraft Heinz | Food - Misc & Diversified | 0 | Q2 26 | 0 |
| Prudential | Insurance - Multi Line | 0 | Q2 26 | -1 |
| Dow | Chemical - Diversified | 0 | Q2 26 | 0 |
| Hershey | Food - Confectionery | 0 | Q2 26 | 0 |
| Corteva | Agriculture Operations | 0 | Q2 26 | -2 |
| Cummins | Engines - Internal Combustion | 0 | Q2 26 | 0 |
| Old Dominion | Transportation - Truck | 0 | Q2 26 | 0 |
| Quanta | Engineering & R&D Services | 0 | Q2 26 | -2 |
| Arch Capital | Insurance - Proprty & Casualty | 0 | Q2 26 | -15 |
| Martin Marietta | Building - CMT & CNT & AG | 0 | Q2 26 | 0 |
| PSEG | Utility - Electric Power | 0 | Q2 26 | 0 |
| Vulcan | Building - CMT & CNT & AG | 0 | Q2 26 | 0 |
| Las Vegas Sands | Gaming | 0 | Q2 26 | 0 |
| Howmet | Engineering & R&D Services | 0 | Q2 26 | -2 |
| Biogen | Medical - Biomedical | 0 | Q2 26 | 0 |
| PPG | Chemical - Specialty | 0 | Q2 26 | -1 |
| Discover | Finance - Consumer Loans | 0 | Q1 25 | 0 |
| Extra Space Storage | REIT - Equity Trust Other | 0 | Q2 26 | -7 |
| ADM | Agriculture Operations | 0 | Q2 26 | -1 |
| Vici Properties | REIT - Equity Trust Other | 0 | Q2 26 | 0 |
| Wabtec | Transportation - Equip & Lease | 0 | Q2 26 | 0 |
| Tractor Supply | Retail - Misc & Diversified | 0 | Q2 26 | 0 |
| WEC Energy | Utility - Electric Power | 0 | Q2 26 | 0 |
| West Pharmaceutical | Medical - Dental Suppliers | 0 | Q2 26 | 0 |
| Dollar Tree | Retail - Discount | 0 | Q2 26 | -1 |
| American Water | Utility - Water Supply | 0 | Q2 26 | 0 |
| Targa | Oil Refining & Marketing MLP | 0 | Q2 26 | 0 |
| IFF | Consumer Prdts - Misc Staple | 0 | Q2 26 | 0 |
| Pulte | Building - Residential & Comm | 0 | Q2 26 | 0 |
| DTE Energy | Utility - Electric Power | 0 | Q2 26 | 0 |
| Cardinal Health | Medical - Dental Suppliers | 0 | Q3 26 | -1 |
| Entergy | Utility - Electric Power | 0 | Q2 26 | 0 |
| Brown Forman | Beverages - Alcohol | 0 | Q1 26 | 0 |
| Deckers | Retail - Apparel & Shoes | 0 | Q3 26 | 0 |
| Steris | Medical Instruments | 0 | Q3 26 | 0 |
| Hubbell | Machinery - Elect Utilities | 0 | Q2 26 | 0 |
| Eversource | Utility - Electric Power | 0 | Q2 26 | 0 |
| Genuine Parts | Auto - Truck Replacement Parts | 0 | Q2 26 | 0 |
| Ball | Containers - Metal & Glass | 0 | Q2 26 | 0 |
| PPL | Utility - Electric Power | 0 | Q2 26 | -2 |
| Steel Dynamics | Steel - Producers | 0 | Q2 26 | -1 |
| Coterra | Oil - US Exploration & Product | 0 | Q3 25 | 0 |
| Align | Medical - Dental Suppliers | 0 | Q2 26 | -1 |
| Kellanova | Consumer Prdts - Misc Discr | 0 | Q2 24 | -1 |
| First Solar | Solar | 0 | Q2 26 | 0 |
| Huntington Bancshares | Banks - Midwest | 0 | Q2 26 | -5 |
| Mccormick | Food - Misc & Diversified | 0 | Q3 26 | 0 |
| Ameren | Utility - Electric Power | 0 | Q1 26 | 0 |
| Discovery | Broadcast - Radio & TV | 0 | Q2 26 | -1 |
| Hormel | Food - Meat Products | 0 | Q3 26 | 0 |
| CBOE | Securities Exchanges | 0 | Q2 26 | 0 |
| Centerpoint | Utility - Electric Power | 0 | Q2 26 | 0 |
| CMS | Utility - Electric Power | 0 | Q2 26 | 0 |
| Teledyne | Aerospace - Defense Equipment | 0 | Q2 26 | -1 |
| Atmos Energy | Utility - Gas Distribution | 0 | Q3 26 | 0 |
| Domino's | Retail - Restaurants | 0 | Q2 26 | -1 |
| EQT | Oil - US Exploration & Product | 0 | Q2 26 | 0 |
| Clorox | Soap and Cleaning Products | 0 | Q4 26 | -1 |
| Darden | Retail - Restaurants | 0 | Q1 27 | 0 |
| United | Transportation - Airline | 0 | Q2 26 | 0 |
| Loews | Insurance - Multi Line | 0 | Q4 24 | 0 |
| Essex | REIT - Equity Trust Resident | 0 | Q2 26 | -7 |
| Everest | Insurance - Multi Line | 0 | Q2 26 | 0 |
| PCA | Containers - Paper Products | 0 | Q2 26 | 0 |
| MAA | REIT - Equity Trust Resident | 0 | Q2 26 | -1 |
| Nordson | Machinery - General Industrial | 0 | Q3 26 | -4 |
| Masco | Building & Construction - Misc | 0 | Q2 26 | 0 |
| Fox | Broadcast - Radio & TV | 0 | Q4 26 | 0 |
| Marathon Oil | Oil - US Integrated | 0 | Q1 24 | 0 |
| Bunge | Agriculture Products | 0 | Q2 26 | 0 |
| Amcor | Containers - Paper Products | 0 | Q4 26 | 0 |
| Walgreens | Retail - Drug Stores | 0 | Q1 25 | 0 |
| Conagra | Food - Misc & Diversified | 0 | Q1 27 | -2 |
| Poolcorp | Leisure & Recreational Prdcts | 0 | Q2 26 | 0 |
| AES | Utility - Electric Power | 0 | Q3 25 | -3 |
| International Paper | Paper & Related Products | 0 | Q2 26 | 0 |
| Healthpeak | REIT - Equity Trust Other | 0 | Q2 26 | 0 |
| CF Industries | Fertilizers | 0 | Q2 26 | 0 |
| Stanley Black & Decker | Machinery - Tools & Related | 0 | Q2 26 | 0 |
| Campbell Soup | Food - Misc & Diversified | 0 | Q4 26 | 0 |
| Viatris | Medical Services | 0 | Q2 26 | 0 |
| Westrock | Paper & Related Products | 0 | Q3 23 | 0 |
| Alliant | Utility - Electric Power | 0 | Q2 26 | 0 |
| HST | REIT - Equity Trust Other | 0 | Q2 26 | -3 |
| UDR | REIT - Equity Trust Resident | 0 | Q2 26 | -3 |
| MGM | Gaming | 0 | Q2 26 | 0 |
| Evergy | Utility - Electric Power | 0 | Q2 26 | 0 |
| Insulet | Medical Products | 0 | Q2 26 | 0 |
| DaVita | Medical - Outpatient & Hm Care | 0 | Q2 26 | -4 |
| Incyte | Medical - Biomedical | 0 | Q2 26 | 0 |
| Eastman | Chemical - Diversified | 0 | Q2 26 | 0 |
| LKQ | Auto - Truck Replacement Parts | 0 | Q2 26 | -1 |
| IPG | Advertising Marketing Services | 0 | Q2 25 | -19 |
| Allegion | Protection - Safety | 0 | Q2 26 | 0 |
| Regency Centers | REIT - Equity Trust Retail | 0 | Q2 26 | -1 |
| Bath & Body Works | Retail - Misc & Diversified | 0 | Q2 26 | 0 |
| Catalent | Medical - Drugs | 0 | Q1 24 | 0 |
| Teleflex | Medical Instruments | 0 | Q2 26 | 0 |
| Mosaic | Fertilizers | 0 | Q2 26 | 0 |
| American | Transportation - Airline | 0 | Q2 26 | 0 |
| Qorvo | Semi Radio Frequency | 0 | Q3 26 | -1 |
| APA | Oil - US Exploration & Product | 0 | Q2 26 | 0 |
| Caesars | Leisure & Recreation Services | 0 | Q1 26 | -5 |
| Mohawk | Textile - Home Furnishings | 0 | Q2 26 | 0 |
| Comerica | Banks - Major Regional | 0 | Q2 25 | 0 |
| Invesco | Finance - Investment Mgmt | 0 | Q2 26 | -6 |
| Keurig Dr Pepper | Beverages - Soft | 0 | Q2 26 | 0 |
| JB Hunt | Transportation - Truck | 0 | Q2 26 | -1 |